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PartnersScale Your Agency With Exclusive AGP Partner Offers
AGP Exclusive discounts on tools and services, hand-picked for insurance agencies like yours.
We know you need the right tools, industry expertise, and reliable partners to effectively scale your business. That’s why we’ve teamed up with the following agent-focused companies to give you access to exclusive discounts and services.
What do you need help with?
These partner offers are a special perk available to agents enrolled in our Accelerated Growth Program. Contact our team today to find out how your agency can gain access to these benefits!
Hiring And Recruiting
Turnover is costly, and hiring new team members soaks up time and effort you could otherwise spend on leading your business. The following partners specialize in sourcing, screening, and evaluating top talent so you can build your dream team without lifting a finger.
What they do: IdealTraits is a comprehensive hiring platform built specifically for small businesses like insurance agencies. They provide a robust suite of recruiting services including job posting, applicant tracking, and text recruiting, along with validated personality and cognitive assessments so you can be sure candidates will be a good fit for your company culture and role duties.
Benefits you can expect: Speed up your hiring process, conduct one-way video interviews, accurately predict a candidate’s job performance, and leverage AI tools that make recruiting a great team effortless.
Exclusive EverQuote discount: Get $300 off any standard package, plus complimentary video interviews and workflow automation features (estimated at a $900+ savings).
What they do: ALLRecruiting helps insurance agencies find qualified talent across the country. They specialize in remote staffing solutions tailored to your agency’s unique needs. Their experienced recruiters have in-depth knowledge of hiring trends and compensation expectations, which means you can stay a step ahead of your competition while everyone else deals with endless employee churn.
Benefits you can expect: Tap into a nationwide pool of highly qualified candidates and take advantage of the deep industry knowledge of their helpful recruiters.
Exclusive EverQuote discount: Get a free consultation call to discuss your hiring needs, market trends, compensation, strategies for hiring remote workers, and more.
Coaching and Consulting
Managing, coaching, and consistently motivating team members can be overwhelming. Working with our recommended coaching and consulting experts means you can help ensure consistent growth and performance within your agency without spending your days micromanaging your team.
What they do: Think of Insurance Teamwork Services (ITS) as an extra full-service team within your agency that can offer anything from back-office support to leadership development and better technology. Their experts meet you where you are and build a plan to help you reach your goals through great leadership, strong daily processes, and mindset cultivation.
Benefits you can expect: Tackle your business planning, update your procedure manuals, and improve staff development with personalized guidance from their experienced team.
Exclusive EverQuote discount: Get a free coaching discovery call with an ITS specialist who will evaluate your team structure, recruiting strategy, leadership approach, and long-term goals for growth.
Business Brokerage Services
Whether you’re looking to purchase a new book of business or planning a long-term exit strategy, expert guidance from our partners will help you secure the best pricing and ensure a smooth transaction.
What they do: AgencyForSale offers a specialized marketplace and a consulting platform for insurance agents who want to buy or sell an agency. Their tools provide the valuations and transaction guidance you need to get a great deal, even if it’s your first time on the market.
Benefits you can expect: Harness deep industry knowledge, find pre-qualified buyers, and receive support while you navigate complex transactions.
Exclusive EverQuote discount: Get a free agency valuation for selling, purchasing a book, understanding current market value, planning an exit strategy, or exploring a potential book merge.
Banking and Financial Services
Growing a business requires plenty of capital and strong financial management. Work with our recommended banking partners to ensure you have the necessary financing and the personalized support you need to expand your business and keep your books in order.
What they do: Wintrust is a full-service bank that offers a robust suite of personal and business banking options. No matter your financial needs, Wintrust has a representative ready and waiting to help you cross items off your to-do list.
Benefits you can expect: Obtain financing, invest in CDs, set up money market accounts, get credit cards, secure a mortgage loan, and/or finance commercial real estate, all with the highly personalized help of a local community bank.
Exclusive EverQuote discount: Active Wintrust customers can claim a one-time $350 credit toward any Allstate conference Wintrust sponsors.
Accounting and Back Office Services
Managing a successful insurance agency means much more than just being good at selling insurance. True growth requires a strong financial foundation. Our recommended accounting and back-office partners handle the heavy lifting—from bookkeeping and commission tracking to payroll, tax strategy and ROI analysis—so you can keep your focus where it belongs: driving revenue and scaling your business.
What they do: Club Capital is a specialized accounting, tax, and CFO advisory firm serving insurance agencies nationwide. They provide bookkeeping, financial reporting, KPI benchmarking, tax planning, and strategic advisory tailored specifically to insurance agents.
Benefits you can expect: Gain clear visibility into your agency’s financial performance with industry-specific insights, benchmarking, and proactive guidance designed to improve profitability, cash flow, and long-term growth.
Exclusive EverQuote discount: Active EverQuote AGP customers who partner with Club Capital will have their $750 onboarding fee waived.
Agency Consulting & Technology Implementation
Owning the right tools isn't enough—your agency's success depends on how well they're implemented and used. Our recommended consulting and implementation partners help you optimize your sales and service pipelines around your agency's unique processes, and turn software adoption into real, measurable growth.
What they do: Agency Zoomify helps agencies maximize their investment in AgencyZoom through custom CRM implementation, automation, workflow optimization, sales and service pipelines, commercial prospecting systems, one-on-one training, and ongoing strategic consulting. Every implementation is tailored to the agency's unique processes, helping teams improve efficiency, increase sales, and deliver a better customer experience.
Benefits you can expect: Agencies that fully implement and consistently use our system have more than doubled their production after implementation. You'll also benefit from faster lead response times, improved customer retention, streamlined operations, stronger team accountability, and customized automations that support long-term, scalable growth.
Exclusive EverQuote discount: Receive 10% off the Agency Zoomify Pro Package ($950 savings) which includes premium implementation, customized automations, one-on-one training, and strategic consulting to maximize your investment in AgencyZoom.
Ready to accelerate your agency’s growth?
Take advantage of EverQuote’s Accelerated Growth Program (AGP) to get all the above benefits and more. By upgrading your membership with EverQuote, you’ll gain access to a dedicated Agency Business Consultant, earn monthly loyalty credits, and unlock thousands of dollars in savings from our verified partners.
