Our System, Its Developers, Our Commitment, & Our Founder

Our System & Its Developers

Nine years ago, based on a coaching client's request, we began developing a simple bonus tracking software designed to save the staff members time, encourage higher levels of production, and provide timely reports for the agency. Over the years, the system has been co-designed by agents, staff members, management people, and outside software consultants. The system is now being used by over 300 insurance agencies around the country, and the number of clients almost doubles annually. Over 99% of all sales come from either direct referrals, invitations to speaking engagements (in person or by teleconference), or group purchases. Clients include career agents and independent agents, multiline and property & casualty agents.

Our Commitment

Our first commitment to you is to help you get up and running with the compensation plan you desire. Unlike other business models, we only get paid if our customers both understand and use our products. We are completely committed to do whatever we can to help you increase production, reduce administration, and understand what's really going on in your business. Let us know how we can help you. If we don't have it, we can make it.

Our Team Members

Wade Galt, the first developer of the system, has been involved in the insurance business for over 25 years. He has worked as an Agency Staff Person, Claim Representative, Sales and Marketing Trainer, Computer Trainer, Business Analyst for a Company-wide Software Creation, Executive Leadership Coach, Agency Teamwork Consultant, Mulit-Line Sales Coach, and Outside Subject Matter Expert / Consultant on the Multi-Line Insurance and Financial Service Sales Process. Wade has obtained the CLU and CPCU designations. He also has a Master's degree in Mental Health Counseling Psychology, which he has used on more than one occasion in the insurance and software fields.

Laura Bortz is a solid, polite, patient, helpful, and continuously complimented support person who helps agents, team members, and management personnel understand the system and do the most important thing of all - implement it!