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Employee Benefits
| Access Fortune 500 type benefit plans and rates. We make it easy for all businesses, regardless of size.
*Be sure you've joined us as a member first. |
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Free Hotlines |
| Mid-size law firm with physical offices in Wisconsin, Illinois, Minnesota and affiliates in other states |
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| Free Agency Consulting Hotline Talk for free to a consultant. Each one has decades of experience owning an exclusive agency. |
401k Plans |
| The Retirement Advantage 401k plans tailored for your agency allow tax deferred savings of $69,000 vs ~$30,000 for an IRA Improved employee retention since staff accounts can vest for up to 6 years AF BOA Discount: ~40% for an average plan's administrative cost (average agent saves $40+/month) For more information on 401k plans and this offer, click here To schedule time to discuss the offer, click here |
Recruiting |
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| CareerPlug CareerPlug is a comprehensive recruiting platform that simplifies the hiring process for businesses of all sizes. It provides intuitive tools for creating and posting job listings, automating candidate screening, and managing the entire recruitment workflow from start to finish. With built-in assessments, interview scheduling, and analytics, CareerPlug helps companies attract, evaluate, and hire top talent more efficiently, ensuring a seamless and effective hiring experience. Agents First Discount: 50% Of Premium Platform Annual Subscription Website: https://agents-first-careers.careerplug.com/jobs Contact: Lizzy Jarvis Account Manager ljarvis@careerplug.com |
| ZipRecruiter One of the nation's largest recruiting agencies with postings on hundreds of job boards Standardized job descriptions for insurance agencies AF BOA discount: 20-30%; click here to utilize |
| Ideal Traits Recruiting company focused on insurance agencies and franchise owners Sends job description to hundreds of job boards AF BOA discount: $300 on the annual plan (base price of $1,300 reduced to $1,000) and $200 on the quarterly plan (base price of $700 reduced to $500) Contact rej@idealtraits.com or mention AFBOA to your contact |
| FutureLaunch Coaching, consulting, and training that focuses on individual and organizational growth and development. Website: www.kathleenstinnett.com |
Payroll Services
| APlus Payroll A concierge service for Payroll, taxes, and employee compliance 15% discount off of your base fee and click here for these additional services at no cost to you. Discount Code: AgentsFirst |
| ADP Pre-existing 401k plan you can join Limited tailoring options and more expensive than TRA/Lincoln Financial but easier to join and less work Can be automatically linked to your ADP payroll processing plan AF BOA Discount: 70% discount on payroll processing services (standard pricing on 401k) To learn more about this, contact Andres Vazquez at 973-520-5684 or andres.vazquez@adp.com |
HR Management |
| Bamboo HR Support for training, compliance, tax, payroll, termination, employee evaluation HR support hotline and training videos AF BOA Discount: 35% off implementation, $50 credit for Quick Start; click here for the discounts (Free Demo or learn more about Bamboo) |
| Perennial HR Niche HR consulting firm specializing in small businesses Deeply familiar with insurance agencies AF BOA Discount: Free consultations by mentioning you are with AF BOA |
| Boss Actions Niche HR consulting firm specializing in small businesses Significant experience with franchises getting the most out of white-collar workers AF BOA Discount: 10% discount using code "AFIBoss" |
CE Training and Talent Development |
| ExamFX Available for pre-licensing training in all states One of America's most popular pre-licensing programs 20-36% discount (varies by state); use afboa@examfx.com at checkout; click here for details |
| Kaplan Offers pre-licensing training and CE training across the nation. Access this exclusive benefit |
| CE Wisconsin For Wisconsin resident licenses Click here to get your discount using code "AFBOA" |
Leads and Marketing |
 | Insurance Splash Pre-built, customizable websites for your agency Built-in search engine optimization to improve lead flow AF BOA discount: 33% discount if you link through the co-branded website |
 | Digifeel Products to make it easier for customers to leave reviews on Yelp, Facebook, Google and other sites Google prioritizes businesses with more reviews when customers search for insurance agencies AF BOA discount: 15% off with discount code AFBOA and money back guarantee if your agency does not get more reviews |
| MediaAlpha AI tools to help you target customers and get a lead flow Built-in search engine optimization to improve lead flow Click here for the website Promotion: Agents deposit an initial amount between $250-$1,000. MediaAlpha will match the amount. EXAMPLE: Agent acquires an AUTO lead for $10; MediaAlpha will only deduct $5 from the Agent's deposited funds and the remaining $5 is contributed on MediaAlpha's behalf. |
| Think It then Ink It An embroidery store and screen printing company for custom t-shirts, corporate apparel programs & promotional products Agents First discounts at the link below Click here for the website |
| Cole Information Grow your Revenue with better Consumer Data Generate and convert leads Click here for the website Discount Code : AFBOA for $200 Off Annual Subscription |
General Agency Management |
| ADP Nation's largest provider of accounting, payroll, and tax filing services for small businesses Includes standardized employee handbooks and legal compliance training Discounts of 70%: for more information, click here and here |
 | Racing Snail Agency management software (rebranded Mivation) Leading agency producer tracking software (track sales, compensation, quotes and more) Installation is free (normally $200) and get the ROI module free ($300/year value) Contact Mivation sales and mention you're with the AFBOA |
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| Office Depot Discounts up to 80% on over 20,000 items Your agency now pays the same as Amfam corporate Click here to order using your discount |
 | Questco PEO Accounting, tax filing, payroll, HR training services Questco will manage your employees for you Run by the same team that established Allstate's agency managements and benefits platform Click here to learn more; AF BOA discount: free set up and free access to discounts, financial advice, and more; mention AF BOA to your sales rep |
| Quick Books Nation's largest accounting software company (run by Intuit) AF BOA discount: coming soon Click here for the website |
