Rainmaker: "....a person who brings in new business, also, a person whose influence can initiate progress or ensure success...."
WELCOME TO RAINMAKER ADVISORY LLC
• We are a results oriented sales and operations consulting firm specializing in the retail insurance broking sector.
• We primarily work with insurance agencies and brokerages of all practice specialties with annual revenues in the $2M to $20M range.
• We were established in 2008, and maintain offices in Oregon, California and New York.
• We have relationships with approximately 5,100 insurance agencies and producers of all practice disciplines nationwide.
OUR MISSION is to help insurance professionals grow their businesses and flourish!
We fulfill this mission by doing the following:
1) Showing insurance producers of all practice disciplines how to win more new business and successfully manage the growth of their book;
2) Demonstrating to insurance agency owners and brokerage leaders how they can scale their organization's on a sustainable basis;
3) Providing tools, resources and professional development programs to support the goals of insurance producers and agency owners;
4) And by providing experts in specific areas to fill gaps in expertise or practice groups in order to help facilitate new business.
How do we do it? By providing a holistic set of programs we call the '4-Core.' These programs are listed below:
OUR PHILOSOPHY:
We don't believe in quick fixes, or 'short term' solutions to remedy 'long term' problems, and, there is no such thing as 'secret sauce!'
We build, we train, we coach, we provide resources and vendor solutions, we share our industry connections, we stress the fundamentals of the business and help our clients achieve the results they seek.
THE RAINMAKER DIFFERENCE:
Our services are provided by an advisory team with experience and nationally recognized accomplishments in:
1) selling and transacting insurance at the retail level
2) agency operations and strategic growth initiatives
3) acquisitions and book purchases
4) PR&Media Relations campaigns
Our experience was derived through our own business development work at local agencies and regionals, as well as our previous service in leadership positions with national and global insurance broking concerns. We understand business development and how to grow a book of business. We understand how to build agencies and operate them profitably.
Our practical experience differentiates us from other sales and agency consulting firms - which is why we generate results for our clients, every time.
• We are a results oriented sales and operations consulting firm specializing in the retail insurance broking sector.
• We primarily work with insurance agencies and brokerages of all practice specialties with annual revenues in the $2M to $20M range.
• We were established in 2008, and maintain offices in Oregon, California and New York.
• We have relationships with approximately 5,100 insurance agencies and producers of all practice disciplines nationwide.
OUR MISSION is to help insurance professionals grow their businesses and flourish!
We fulfill this mission by doing the following:
1) Showing insurance producers of all practice disciplines how to win more new business and successfully manage the growth of their book;
2) Demonstrating to insurance agency owners and brokerage leaders how they can scale their organization's on a sustainable basis;
3) Providing tools, resources and professional development programs to support the goals of insurance producers and agency owners;
4) And by providing experts in specific areas to fill gaps in expertise or practice groups in order to help facilitate new business.
How do we do it? By providing a holistic set of programs we call the '4-Core.' These programs are listed below:
OUR PHILOSOPHY:
We don't believe in quick fixes, or 'short term' solutions to remedy 'long term' problems, and, there is no such thing as 'secret sauce!'
We build, we train, we coach, we provide resources and vendor solutions, we share our industry connections, we stress the fundamentals of the business and help our clients achieve the results they seek.
THE RAINMAKER DIFFERENCE:
Our services are provided by an advisory team with experience and nationally recognized accomplishments in:
1) selling and transacting insurance at the retail level
2) agency operations and strategic growth initiatives
3) acquisitions and book purchases
4) PR&Media Relations campaigns
Our experience was derived through our own business development work at local agencies and regionals, as well as our previous service in leadership positions with national and global insurance broking concerns. We understand business development and how to grow a book of business. We understand how to build agencies and operate them profitably.
Our practical experience differentiates us from other sales and agency consulting firms - which is why we generate results for our clients, every time.
"We have been working with David Estrada and Rainmaker Advisory for nearly a year now on his 'agency builder' program. What started as a short term relationship has turned into a long term one because of the great work David has done. Not only sourcing business for our company, but also in helping us build an infrastructure that will last for many years to come. David brings a unique combination of sales and operational expertise that, together, make a potent force for any business trying to grow in today's economic environment. If you want to grow sales, "inside and out", plus have the tools in place to profit from that growth, I recommend hiring David Estrada and Rainmaker Advisory. You will be glad you did."
Pat Wedeking
President
The QuickLife Center
"During the past 12 months it has been my good fortune to have met and worked on several special projects with David Estrada of Rainmaker Advisory. David has demonstrated an essential yet scarce quality in American business, that of dependability. David has been a great asset to me in both his reliable and diligent sales support and his skill in understanding and implementing sales strategies with various players and levels within the sales cycle. I have enjoyed having access to David's razor sharp mind when dealing with the metrics of a given project and the chance to have him be my team member with the large sales opportunities on which we are working. I'm certain that our result swill reflect his unique ability and I'm grateful for the chance to continue our collaboration."
Art Scevola CLU, ChFC
Regional Vice President
Capitas Financial, LLC
“I can’t say enough about the Rainmaker “sales builder” program! Intense, focused and at the end, produced my stated outcomes! More importantly, David’s sales builder program has given me the necessary tools to have sustainable growth in my Business. He is of the highest integrity, knowledge and insight. As a new agent, I was stuck in trying to create a template for success. David not only has the template, but because of his vast knowledge in business, he has the necessary tools that during your collaboration you will create the action plan specific for your greatest success. I am forever grateful for the opportunity to work with David and to truly see business through the eyes of an effective, seasoned professional!”
Mike Catalana
Employee Benefits - Agent/Broker
Archway Insurance Brokers, LLC
Pat Wedeking
President
The QuickLife Center
"During the past 12 months it has been my good fortune to have met and worked on several special projects with David Estrada of Rainmaker Advisory. David has demonstrated an essential yet scarce quality in American business, that of dependability. David has been a great asset to me in both his reliable and diligent sales support and his skill in understanding and implementing sales strategies with various players and levels within the sales cycle. I have enjoyed having access to David's razor sharp mind when dealing with the metrics of a given project and the chance to have him be my team member with the large sales opportunities on which we are working. I'm certain that our result swill reflect his unique ability and I'm grateful for the chance to continue our collaboration."
Art Scevola CLU, ChFC
Regional Vice President
Capitas Financial, LLC
“I can’t say enough about the Rainmaker “sales builder” program! Intense, focused and at the end, produced my stated outcomes! More importantly, David’s sales builder program has given me the necessary tools to have sustainable growth in my Business. He is of the highest integrity, knowledge and insight. As a new agent, I was stuck in trying to create a template for success. David not only has the template, but because of his vast knowledge in business, he has the necessary tools that during your collaboration you will create the action plan specific for your greatest success. I am forever grateful for the opportunity to work with David and to truly see business through the eyes of an effective, seasoned professional!”
Mike Catalana
Employee Benefits - Agent/Broker
Archway Insurance Brokers, LLC
Grow your Sales with the Sales Builder ProgramEffective for producers of all practice disciplines who wish to re-invigorate their sales efforts and get their sales back on track. A good program for newly hired developmental producers as part of an onboarding/training strategy, or veteran producers who are 'stuck' and having trouble growing their books. Great for agencies who wish to 'outsource' a sales training and producer development program.
Grow your Agency with the Agency Builder ProgramGreat for agencies that have hit a 'stasis point' and have little or no growth and seek a new direction or strategy. Also very effective for agencies that have shrunk in revenue and wish to return to high growth and profitability. If you want to grow your agency, and are trying to determine the best path to take given your size, practice group composition, marketspace, and financial resources available, this is an ideal program for you.
Adopt New Solutions to make you more competitiveGreat for agencies that would like to become aware of best of class vendor solutions that they simply don't have time to seek out, much less perform a 'vetting process.' We also negotiate 'tweaks' or 'adjustments' to off the shelf solutions for an individual agency. If you are looking to have your own 'silver bullet' this is a great program for you.
Special Projects for Agency Growth InitiativesSpecial Projects is a 'catch-all' service we provide to help agencies who have a need but do not have the inhouse capability to address a given situation. These projects are essentially 'one-offs' required by an agency to meet a specific goal. If you have a problem to solve or an 'itch to scratch' this is the program for you!
Sign up for our Mailing List and get:
1) Free White Papers;
2) Invitations to our Rainmaker University Webinar Series;
3) Content, templates, and information about innovative solutions to help you grow your insurance practice;
4) Updates on new solutions that can help you gain a competitive edge and win more new business.
1) Free White Papers;
2) Invitations to our Rainmaker University Webinar Series;
3) Content, templates, and information about innovative solutions to help you grow your insurance practice;
4) Updates on new solutions that can help you gain a competitive edge and win more new business.
