Our Services

What we Do Best


We take firms to the next level by providing innovative management services designed to extend reach, maximize efficiency, retain talent, reduce costs, and increase your bottom line.

Strategic Planning

Discover how to get from where you are to where you want to be

Market Research

Understand the competitive landscape of your operating region and draft a profile of your preferred buyers

Sales Process Refinement

Obtain and retain more clients with a customized engagement experience your clients will remember and love. Maintain relationships with crystal-clear communication channels. Enhance and streamline every step of your sales process from the first meeting to the final purchase.

Health Analytics

Track your progress with a 360° view of your health plan operations. We’ll aggregate the data into a convenient dashboard where you can monitor your success in real time.

Financial Analysis

Knowing your numbers is critical to improving your odds of success. Our financial survey helps you understand metrics to improve growth and profit and to benchmark your firm against some of the best names in the industry.

oUR Process

The Allied Method

Research & Analysis

We break down every part of your business with an in-depth analysis of your target market, operating region, preferred buyers, competitive landscape, and more to give you all the knowledge you need to make critical decisions and produce winning results.

Roadmap planning

Navigate your growth journey with comprehensive brand development, sales process refinement, goal planning, analytics management, underwriting support, client experience and engagement tracking, and more.

Execute & Monitor

While you realize your firm’s vision and experience unprecedented growth, we’ll be monitoring your success and fine-tuning the performance of your team to continue to meet your client’s needs with ongoing data analytics, custom reporting, and more.


Trusted by Agencies and Networks Around the Country

From Our Founder

The Allied Way

Bringing professionals together in dynamic ways is what makes Allied so special. Finding the perfect balance of passion and expertise enables everyone to be their very best. That’s our primary focus: creating healthy, happy teams and driving sustainable results for their clients.

— Greg Carlton, RHU, ChHC, CLU, ChFC

Get In Touch

Phone: +1 270 703 1640
Fax: +1 800 524 7047