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Merritt-Gentry Group is a consulting service with an edge.  We are comprised of a collection of highly talented and experienced professionals who independently or collectively are engaged in helping people think outside the nine dots.  Merritt-Gentry Group understands that we are all bound by our paradigms and life experiences.  This limitation cripples organizations and individuals from thinking forward and being competitive.

Merritt-Gentry will help you out-think your competition through a unique process called BrainMining® to help you uncover "outside-the-box" ideas at costs that are friendly to your bottom line.  Merritt-Gentry will partner with you and your company when all you need is a little help getting started.  This team of pros who are fun to work with but serious about results will help you get past the block.  Investigate the value of our services for your business now.

Learn more about our Technology is for People philosophy.  Send a blank email to tech4ppl@merritt-gentry.com and we'll send you our complete nationally published article FREE.  If you would like to leverage your talents and see about joining our team send an email to info@merritt-gentry.com and we'll contact you with more information.


Consulting Partners

  • Mick Occhiuto RHU LUTCF - Owner, Consultant, Recruiting, Sales and Marketing
    • 39 years insurance industry experience
    • Agent and manager performance coaching
    • Published nationally
    • Strength Identification and Development
    • Business meeting planning
    • Public speaking and sales training
    • Insurance agency head
    • Web site design advisor
    • Process development and management
    • Sales training and management development
    • Opt-in recruiting OnTr@k® online
    • Sales force automation
    • Group vision facilitation - BrainMining® group facilitator
    • Designer of agent productivity planning and tracking system

Consultant Advisors

Merritt-Gentry's Consultants bring real-world experience to custom-developed and delivered solutions.  We have assembled an extraordinary advisory board who can be called on for specific projects and objectives.  They are available for consultation at any time.  Our Advisor Board includes:

  • Consulting Partner, Sales & Marketing, Management Development
    • 35 years insurance industry experience
    • Senior VP and Chief Marketing Officer
    • Insurance agency head
    • Marketing Specialist
    • Management Development
    • Conventions, incentive trips, business meeting planning
    • Recruitment & Retention
    • Strength Identification & Development
    • Strategic Planning
    • Distribution development - Independent GA, MGA, Brokerage & Career
    • Advanced Sales
  • Consulting Partner, Sales and Project Consultant
    • 23 years direct sales and insurance industry experience
    • Recruiting and Retention expert
    • Virtual Distance Learning Trainer
    • Business Analyst - Customer Acceptance Testing
    • Strategic Planning
    • Agent and manager performance coaching
    • Insurance agency head and field experienced
    • Sales training and management development
    • Sales force automation training development and implementation
    • New agent induction trainer
  • Consulting Partner, Training and Development Consultant
    • 25 years insurance industry experience
    • Training on proven sales and marketing methods
    • Field training expert, induction and process training
    • Management of NASD compliance
    • Agent and manager performance coaching
    • Personal Identity Branding and Referral process trainer
    • Recruiting and retention trainer
    • Brokerage distribution specialist
  • Consulting Partner, Sales and Project Consultant
    • 18 years insurance industry experience
    • Sales and Sales Management
    • Consulting and Training
    • Process Reengineering
    • Third Party Vendor Management
    • Project Management
    • CRM
    • HR Management
    • Client Management Skills
    • Building Relationships
    • Goal Achievement
  • Consultant, Business Advisor
    • Brokerage marketing officer
    • 30 years insurance and consulting experience
    • published nationally
    • insurance sales and agency sales management
    • training and management development
    • Fortune 500™ insurance company officer
    • advanced sales and pension sales management
    • process management, field compensation
    • advertising and sales promotion
    • sales force automation
    • Group vision facilitation - BrainMining® group facilitator
    • Developed BrainMining® group dynamics technique
    • ArchiTech ® process development and documentation system
  • Consultant, Operations Advisor
    • 25 years insurance consulting experience
    • Fortune 500™ insurance company officer
    • Former Anderson Consulting™ associate
    • Certified Public Accountant
    • Group vision facilitation - BrainMining® group facilitator
    • process management
    • field compensation plan development
    • sales force automation
    • project management
  • Consultant, Financial and Accounting Advisor
    • 30 years insurance and consulting experience
    • Fortune 500™ insurance company officer
    • Former Anderson Consulting™ associate
    • Group vision facilitation - BrainMining® group facilitator
    • Certified Public Accountant
    • Chartered Financial Consultant
    • Process management expert
    • Budgeting, cost accounting and field compensation plan development
    • Systems design and installation project management
    • Budget Reduction Specialty
  • Consultant, Management Development, Performance Coaching Advisor
    • 29 years insurance industry experience
    • Recruiting and Retention expert
    • Strength Identification and Development
    • Agent and manager performance coaching
    • Insurance agency head and field experienced
    • Sales training and management development
    • Advanced and business markets coach
    • Chartered Financial Consultant
    • SEC and NASD licensed
  • Consultant, Advanced Markets, Management Development Advisor
    • 28 years insurance industry experience
    • Agent and manager performance coaching
    • Insurance agency field experienced
    • Sales training and management development
    • Advanced and business markets coach
  • Consultant, Projects, Compliance, Sales and Marketing Advisor
    • 5 years insurance and direct sales experience
    • Group vision facilitation - BrainMining® group facilitator
    • Active charity fundraiser
    • Compliance
    • Training and deployment of sales performance software
    • Business content expert and business analyst
    • SEC and NASD compliance expert
  • Consultant, Engineering Advisor
    • software engineer
    • legacy systems programmer
    • request for proposal management
    • statement of work process
    • sales system design and development
    • field office automation and connectivity expert
    • automated application and field office application validation process
    • web development using Microsoft™ FrontPage 2000
    • project management
  • Consultant, Web Design Advisor
    • web design and development
    • award winning designer
  • Consultant, Technology Advisor
    • cutting edge software and systems expertise
    • productivity software developer
    • network, web and distributed programs
    • Java™ Developer
    • Microsoft™  Certified
    • server management specialist
    • web development using Microsoft™ FrontPage

 


 

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