Optimum Performance Solutions

Providing clients with specific services and solutions for any operational challenge

Information and Advice to Make Informed, Intelligent Decisions

Optimum Performance Solutions’ professional staff will work hard to design a plan to satisfy your specific needs and maximize your profitability, value, effectiveness and efficiency. Their consulting services include:

  • Strategic Planning
  • Staff Compensation
  • Agency Valuation
  • Mergers & Acquisition services
  • Perpetuation Planning
  • Marketing & Retention consultation
  • Profitability Analysis & recommendations
  • Workflow Analysis Training (including Sales & Service training for staff)
  • General Consulting
  • Expert Witness Testimony

Optimum Performance Solutions is a member of the American Association of Insurance Management Consultants and is endorsed by several state insurance associations in addition to the American Agents Alliance. They provide clients with specific services and solutions as opposed to generic answers. Clients range from small family-run businesses to divisions of large Fortune 500 companies. Their professional staff has over 150 years of insurance experience and can offer the proper advice for any operational challenge. Staff designations include Certified Insurance Counselor, Professional in Human Resources, Certified Public Accountant, and others. 

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Member Benefit

  • One complimentary consultation and a discount on a broad range of services.

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E&O Insurance for Insurance Agents

  • A-rated & admitted carrier
  • Special rates for new agents – as low as $650
  • No fee monthly payment plans
  • Cyber liability extension included
  • Affordable premiums
  • First dollar defense; deductible applies to damages only
  • And much more!


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