XpandPro provides a range of tailored services for different audiences:
Agents and Advisors: CRM and automation tools, marketing hub, AI-driven solutions, mentorship, and networking opportunities.
IMOs/FMOs/BGAs: Concierge-level appointment setting, extensive recruitment database, and tailored engagement strategies.
Carriers: Data analytics, go-to-market strategies, market presence enhancement, and growth optimization.
XpandPro offers concierge-level 1-1 appointment setting with producers who are a best fit for your organization. Optionally, you can access our comprehensive, continuously updated database of licensed insurance agents and financial advisors, ensuring you connect with top professionals. This recruitment platform is unparalleled in the industry and allows you to find exactly the type of agent or advisor you are looking for.
XpandPro's turn-key marketing hub includes CRM, automation, AI tools, expert mentorship, and access to a network of successful producers, designed to streamline outreach and maximize productivity and sales.
Carriers can leverage our advanced data analytics to gain deep market insights, optimize strategies, and enhance market presence and growth with actionable, data-driven solutions.
Contact us today to learn more about our tailored services for agents, advisors, IMOs, FMOs, BGAs, and carriers. Our team will guide you through the setup process to ensure you get the most out of XpandPro.