Succeed Management Solutions Adds Top Insurance Industry Consultant To Roster Of Experts Behind Company's Innovative Insurance Agency Sales Tool

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Leading Risk Management Consultant Bill Reynolds To Provide Free Webinars & Coaching To Subscribers Of Succeed Sales Suite™

Succeed Management Solutions LLC has added top insurance industry consultant Bill Reynolds to its team of insurance industry experts providing sales training and coaching to subscribers of the company’s Succeed Sales Suite (SSS). Reynolds will lead monthly training webinars and provide written content designed to support subscribers’ efforts to grow their business through the use of the resources found within the SSS. This training will be provided as part of the users’ annual subscription at no additional charge.

Recognized as one of the top risk management strategists in the insurance industry, Reynolds has more than 35 years of hands-on experience serving a wide array of companies in the manufacturing and service sectors. His credentials include certification and expertise in property, third party liability, workers compensation and employee benefits.

“We are excited to have Bill on the Succeed team. His experience as coach and consultant will add tremendous value to an already outstanding sales resource for agents who want to grow their commercial book,” said Slade Crooks, senior VP of sales and marketing at Succeed.

Developed from Succeed’s highly successful Risk Management Center, the Succeed Sales Suite is a web-based sales platform that gives agencies turnkey tools and services they can brand and offer to their clients and prospects. In doing so, the agents instantly provide added value that allows them to rise above the competition and succeed in a highly competitive environment. It enables agents to not sell on price, but to differentiate themselves from the competition and break sales barriers.

“As we have rolled out the Succeed Sales Suite, we have received rave reviews and comments supporting our belief that this is the time to add clients and focus on growth. Adding clients now will drive commissions higher as the client revenues and payrolls return,” said Crooks.

The Succeed Sales Suite contains two outstanding libraries: a bilingual risk management library with nearly 1500 documents which are made-up of policies and procedures, training shorts, posters, quizzes and checklists that are all open and available, and an award winning HR & Benefits library with over 10,000 resources covering HR and benefit issues for all 50 states.

This information allows the agent to assume a consultative role, by demonstrating an understanding of the challenges and risk that their clients and prospects face on a daily basis. Additionally, the web-based filing system allows agents to build and organize their own “library” to distribute to clients as needed.

The platform also provides a built-in email center to enable the agent to send out branded, automated e-mailings. This allows agents to “stay in front” of their clients and prospects without having to commit an inordinate amount of time managing the program. The automated process makes the ongoing client e-mail campaign an easy “set and forget” program. This process continues to differentiate and help agents sell.

These tools, along with the newly added training webinars and content provided by Reynolds make the Succeed Sales Suite a valuable sales tool for agents looking to differentiate themselves and grow during a highly competitive environment.

According to Reynolds, “If fully implemented, the sales techniques provided in the Succeed Sales Suite can generate a minimum of $100,000 in new commission income per producer each and every year.”

About Succeed Management Solutions, LLC

Founded in 1996 as a high-end, turn-around group Succeed has been serving the Insurance Loss Control and Risk Management market for 14 years by providing Risk Management expertise to numerous organizations.

Today, Succeed offers a comprehensive package of services and software applications needed by all organizations to effectively and proactively develop and manage their risk mitigation programs. These applications are available through Succeed’s partner organizations which include commercial insurance agencies, TPA’s, trade associations, and risk management consultants. For more information visit

Succeed is an Assurex Global Strategic Partner headquartered in Wilsonville, Oregon.

About Bill Reynolds

Bill Reynolds brings to our customers a unique blend of experience as an insurance broker, risk management consultant, educator, sales coach, and author. His designations include ARM (Associate in Risk Management), CPCU (Chartered Property and Casualty Underwriter), APA (Associate in Premium Auditing), Certified Workers Compensation Specialist (CWCS) and CEBS (Certified Employee Benefit Specialists). This adds a tremendous asset to Succeed’s already highly experienced and technically based certified industrial hygienist and safety professionals. For over 36 years, Bill served as an insurance broker and is now the President of the International Society Of Workers Compensation Specialists (, a national workers compensation certification program, the 80-20 Producer Coaching Program (, and Reynolds Consulting Group (risk management consulting).


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