"Our mission is to help insurance professionals grow their practices and flourish! We provide sales coaching, professional development programs, tools and vendor resources, outbound marketing campaigns, PR&Media relations services, strategic growth plans for insurance agencies......and much more."
WHO WE ARE:
• 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 7,800 insurance agencies and producers of all practice disciplines nationwide.
OUR MISSION: To help insurance professionals grow their businesses and flourish!
HOW WE DO IT:
1) By providing a low monthly subscription, cloud based environment with tools, templates, best practice vendor resources, collaboration forums, and 'deal rooms' with the ThunderCloud environment;
2) Showing insurance producers of all practice disciplines how to win more new business and successfully manage the growth of their book through our Sales Builder Programs;
3) Providing outsourced sales campaign management services which include: PR&Media Relations, e-mail marketing campaign construction and management, e-surveys and polls, and webinar development and hosting services through our Campaign Management Services;
4) Demonstrating to insurance agency owners and brokerage leaders how they can scale their organization's on a sustainable basis through Agency Builder Programs;
5) Providing both free and premium webinars to the insurance community via our 'Content Webinar' Series hosted every Wednesday of the week.
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 within retail insurance broking.
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.
If you have additional questions or would like more information regarding our programs and how they may fit into your organization's needs, simply contact us below at:
info@rainmakeradvisory.com
6663 SW Beaverton-Hillsdale Hwy
Suite 288
Portland, OR 97225
503.716.8449 (main)
503.297.7838 (fax)
• 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 7,800 insurance agencies and producers of all practice disciplines nationwide.
OUR MISSION: To help insurance professionals grow their businesses and flourish!
HOW WE DO IT:
1) By providing a low monthly subscription, cloud based environment with tools, templates, best practice vendor resources, collaboration forums, and 'deal rooms' with the ThunderCloud environment;
2) Showing insurance producers of all practice disciplines how to win more new business and successfully manage the growth of their book through our Sales Builder Programs;
3) Providing outsourced sales campaign management services which include: PR&Media Relations, e-mail marketing campaign construction and management, e-surveys and polls, and webinar development and hosting services through our Campaign Management Services;
4) Demonstrating to insurance agency owners and brokerage leaders how they can scale their organization's on a sustainable basis through Agency Builder Programs;
5) Providing both free and premium webinars to the insurance community via our 'Content Webinar' Series hosted every Wednesday of the week.
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 within retail insurance broking.
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.
If you have additional questions or would like more information regarding our programs and how they may fit into your organization's needs, simply contact us below at:
info@rainmakeradvisory.com
6663 SW Beaverton-Hillsdale Hwy
Suite 288
Portland, OR 97225
503.716.8449 (main)
503.297.7838 (fax)
Welcome to Rainmaker Advisory!
“Towards the end of 2010 I needed something or someone to help me get my insurance business to the next level. Thank god for the internet!!! I came across David's website "www.rainmakeradvisory.com,” filled out a short survey about my business, and shortly thereafter I was contacted. David's level of experience with the insurance sales cycle, knowledge of industry data, and superb client retention techniques puts him in a class of his own. Unlike a lot of career coaches, David has walked the walk. He is a tremendous asset to my business and will be for years to come.”
Evan Greenfield
Insurance Advisor
Keyes Coverage, Inc
"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
“I hired David to coach me through the finer techniques of sales prospecting and the fundamentals of building an active production pipeline. David helped me develop effective sales strategies from the pre-approach phase to the presentation phase. Along the way David introduced me to several other members of his team whom I am now networking with; they are quickly becoming mutually beneficial relationships. My activity and results are more consistent than before, and I am very grateful for his friendship. I enthusiastically recommend David's work without reservation!”
Cathy Little
Vice President
USI Holdings
“David's resources have rejuvenated my sales efforts. He has helped me organize, strategize and execute my business plan. The consistency of our conversations has kept me on track and allowed me to reach my goals. I go home satisfied every night because my efforts are producing results!”
Sally Driscoll
Vice President
The Driscoll Agency
Evan Greenfield
Insurance Advisor
Keyes Coverage, Inc
"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
“I hired David to coach me through the finer techniques of sales prospecting and the fundamentals of building an active production pipeline. David helped me develop effective sales strategies from the pre-approach phase to the presentation phase. Along the way David introduced me to several other members of his team whom I am now networking with; they are quickly becoming mutually beneficial relationships. My activity and results are more consistent than before, and I am very grateful for his friendship. I enthusiastically recommend David's work without reservation!”
Cathy Little
Vice President
USI Holdings
“David's resources have rejuvenated my sales efforts. He has helped me organize, strategize and execute my business plan. The consistency of our conversations has kept me on track and allowed me to reach my goals. I go home satisfied every night because my efforts are producing results!”
Sally Driscoll
Vice President
The Driscoll Agency
"The Quicklife-Rainmaker Playbook"
-July 28th, 2009
"Rainmaker Advisory Announces Expanded Offerings"
- June 23rd, 2010
"Rainmaker Advisory Releases Producer Survey Results"
- February 14th, 2011
"Insurance Producers Missing Out on Prospects"
- February 16th, 2011
"Rainmaker Advisory Expands Offerings and Team"
-December 14th, 2011
-July 28th, 2009
"Rainmaker Advisory Announces Expanded Offerings"
- June 23rd, 2010
"Rainmaker Advisory Releases Producer Survey Results"
- February 14th, 2011
"Insurance Producers Missing Out on Prospects"
- February 16th, 2011
"Rainmaker Advisory Expands Offerings and Team"
-December 14th, 2011
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• Free Tools and Specimens
• Invitations to Webinars
• Info on upcoming trends
• Producer Polls
• Survey Results
