Are You Ready for the 20/20/20 Challenge?

The 20/20/20 challenge is an opportunity for 20 insurance agencies to grow their business together in 20 months by completing 20 goals that impact the bottom-line via cost-savings, cross-selling, procedural learning, and mentoring support opportunities.

Who We Are

We are a team of insurance agency professionals, behavioral analysts, changemakers and workforce futurists with over 36 years of experience in the insurance industry. We believe as technology advances and disrupts industries, there is a better way to prepare and optimize for maximum results and profits. A key focus to our work is wellness and learning. We implement procedures and strategies that help employees and managers work better together. Thriving together is the LifeOpz way.

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Key Services

AGENCY BENCHMARKING

Goals setting with scheduled check-in and realistic action plans.

SALES MANAGEMENT

Sales training and leads and sales process automation.

BRAND REVITALIZATION

Establishing relevant and desired appeal with customers.

LEARNING ADVANCEMENT

Growing innovative and thriving work cultures that attract best employees.

Find Us

Associations

Work With Us

Call 805.262.7880, use form to email us
or schedule an appointment with us here.

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