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Providing insurance professionals with the information and advice they need to make informed, intelligent decisions.
Optimum Performance Solutions doesn't believe in generic answers. We believe in providing client specific services and solutions. Our clients range from small family-run businesses to divisions of large Fortune 500 companies. Let us design a plan to satisfy your specific needs and maximize your profitability, value, effectiveness, and efficiency.
PlanningCompensationWorkflowAgency ValuationMergersAcquisitionsPerpetuationMarketingRetentionProfitabilityWorkflowTrainingGeneral ConsultingExpert Witness
If you are interested in buying, selling,
or perpetuating an agency we can help
you achieve superior results.
Our resource center will provide you
with informative articles, publication
references, dates and locations of our
lectures and other information.
Jon helped us with a book of business acquisition and producer agreements.  During our first call, Jon quickly discovered our unique situation and was already providing solutions.  He was easy to communicate with because he understands the constant shifts and challenges in our industry.  He thinks like an agency owner.  Jon provided agreements tailored to our circumstances sooner than promised.  Our employment practices attorney reviewed the documents and made almost no changes and commented that the agreements were very well drafted.  What a great professional and helpful resource.  Thank you! 
John DiGerolamp, CIC
DFI Preferred Insurance
Norco, California

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