9
Atlante Values
Atlante’s 9 Values dictate how we work with Agency Partners as we provide consulting:
A Message From Our CEO
Welcome to Atlante Partners. As the insurance industry continues to evolve, independent agencies are facing more challenges than ever—whether it’s navigating the burden of a hard market or optimizing internal operations. At Atlante Partners, we understand the importance of strength and flexibility as we face endless consolidation and carrier complexities. Our mission is to help agencies like yours become even more competitive differentiating with better talent, refined processes, and even improved utilization of technology, all designed to unlock growth potential. We invite you to explore how our tailored solutions can enhance your agency’s performance and position you for long-term success.
How We Got Started
Atlante Partners began on the premise that independent insurance agencies have huge untapped potential. Our industry, with the expertise of committed risk management professionals, is extremely important to our economy and society, but we recognized the challenges independent agencies face and took a leap to build a company that fills an important strategic gap. Atlante Partners now has a dedicated team, committed to providing the strategic and operational support agencies need to thrive. In every way, we’ve built our approach on doing the right thing, putting our clients first, with a genuine desire to help agencies grow, both revenue and profits, and to ultimately succeed in an increasingly complex market. At Atlante Partners, we are more than a service provider—we’re a partner deeply invested in your long-term success.
Meet the Atlante Team
We are committed to driving your success through strategic insight, industry expertise, and personalized support. Together, we bring a wealth of experience to guide you on your journey to achieving your agency goals
Meet the Atlante Team
We are committed to driving your success through strategic insight, industry expertise, and personalized support. Together, we bring a wealth of experience to guide you on your journey to achieving your agency goals.
1
Start with Understanding
Begin each conversation with questions. Let them be thought-provoking and open ended and engage with them from where they are currently at.
2
Practice what we preach
Atlante will practice and aim to master the skills that we encourage our clients to employ
3
Keep it simple
Making complicated concepts more accessible to our clients. We will focus on simple strategies that don’t require major implementations, huge restructurings, or other complex approaches.
4
Put the partner first
The interest of the clients is above our own. We welcome the hard to have conversations in order to win trust.
5
Support agency leadership
We work for the leadership team and support them and work to help employees trust and support them as well.
6
Engage existing talent
Unlock the full potential of your current team, empowering existing talent to drive growth and success from within
7
Do work that sticks
if and when we are done working with a client, we strive to do work that creates a lasting, positive impact on the agency.
8
Measure progress
We track and evaluate key milestones, providing key clear insights to drive continuous improvement and sustained growth.
9
Continuously improve
“Good enough never is”, “There is not a single thing we do that can’t be improved in some meaningful way”
About Atlante Partners
Atlante Partners works with Independent Insurance Agencies across the United States to keep them growing and independent. From operational consulting to fully executing projects, our team works to push agencies to achieve their long-term goals across all operations of the business.