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United Group Alliance
Annual Meeting
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Moving Forward Together

Thursday, April 11th
Renaissance Columbus Westerville-Polaris Hotel
409 Altair Parkway, Westerville, Ohio 43082
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Agenda:

  • 8:30 - 9:45
    • Strategic Partner Company Tradeshow
  • 9:45 - 10:45
    • Welcome & UGA Updates: Steve Hopkins
    • SIAA Today: Jack Calabrese, SIAA
  • 11:00 - 12:30
    • Agency Growth and Development Breakouts
  • 12:30 - 1:15
    • Lunch
  • 1:15 - 1:30
    • Awards & Recognition
  • [Partner Carriers Excused]
  • 1:40 - 3:10
    • Networking Roundtables: Member Selected Topics

Proven Results

UGA PREMIUMS 3-1 (1)
UGA NEW BUSINESS 2-1 (1)
SIAA NATIONAL 3-1 (1)
SIAA NATIONAL 3-5

Our 2023 Top Performers

#1

Central Ohio Insurance

Pickerington, OH

First American Financial Ins Agy

#2

First American Financial Insurance Agency

Chillicothe, OH

Smudz Insurance Group

#3

Smudz Insurance Group

Delaware, OH

Bolton Insurance Agency

#4

Bolton Insurance Agency

Delaware, OH

Rumsey Sustar Insurance

#5

Rumsey Sustar Insurance

Aurora, OH

Ansong Insurance Agency

#6

Ansong Insurance Agency

Columbus, OH

MTIA

#7

Matthew Trittschuh Insurance Agency

Mansfield, OH

PWI Insurance

#8

PWI Insurance

Stow, OH

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#9

Mission Insurance Agency

Dublin, OH

Titan Insurance Services

#10

Titan Insurance Services

Worthington, OH

Diamond Sponsor

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Platinum Sponsors

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Gold Sponsors

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Silver Sponsors

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Bronze Sponsors

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Maximize Profit

Exclusive 5-Tier Compensation Platform

Our exclusive 5-tier compensation platform cannot be matched by any regional cluster, network, or national insurance aggregator. More than just higher base commissions and profit sharing, the United Group compensation platform features lucrative local and national incentives as well as national profit sharing.

UGA 5 TIER
CV-Market-Access
Market Access
CV-Enhanced-Revenue
Enhanced Revenue
CV-Agency-Development
Agency Development
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Technology

United Group & SIAA Member Agency Locations

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UGA - SIAA

Portfolio Management Service Fees

Quarterly and year-end strategic partner incentives paid to member agencies. Year-end incentives based on overall book performance.

SIAA MarketFinder

Exclusive web-based resource for member agencies to access numerous excess & surplus lines and specialty markets, as well as strategic partner program business.

Agency Foundation 3.0

Fast track system to help new members become successful and profitable independent agencies and agency owners. Real-time assistance and support to start-up independent insurance agencies. Creating a solid base for agency growth, income, and value.

SIAA TechFinder

Access technology vendors and discounts on rating and AMS options, digital technology solutions, websites choices and more, to increase productivity and business.

Book Profitability Management

In concert with strategic partner companies, actively identify, monitor, and manage member agency business placed with strategic partners for quality and profitability.

SIAA Marketing

Marketing services and tools needed to increase, sales, cross-sell, and retain clients - includes traditional, digital, and social marketing channels.

Business Insurance Advantage

Step-by-step program designed to efficiently build "main street" commercial lines books of business for member agencies and strategic partners for retention, income, and value.

Premier Families

Premier Families is a Training & Learning Center (TLC) based, self-study program. Learn how to identify, market and service personal lines high-value accounts.

Direct Access / AccessPlus

Access Plus allows members access to our top-rated carriers without having a direct or sub-code appointment.

Training & Learning Center

Sales training, continuing education curriculum, and more - designed to help member agencies increase growth, income, and value. This training resource, including insurance agency product education, assists member agencies in preparing for the future.

Life & Benefits

We offer solutions at the high end of the compensation scale and with an easy and efficient submission process.