The Alan Katz Group marshals the resources our clients need to refine their strategies and achieve their goals. For those facing business challenges, this means assembling a team of experienced executives to address your most pressing challenge. For meeting planners, it’s speakers that make your events memorable, entertaining and substantive. For sales managers. it means customizing Trailblazed Sales workshops to motivate your sales force.

Our team approach means you work with experts in their field. Our pre-work consultations aligns your team and ours so we share the same goals, expectations and timetable

It’s a simple formula, but one our clients appreciate. If you have any questions on how we can help you or your organization, please contact us for more information.

Looking for the Protect, Secure or Defend Plans? Or maybe NextAgency?

Our principal, Alan Katz, is a co-founder of Insurgency Benefits (manager of the Protect Plans, the Secure Plans, and the Defend Plans) and of Take 44, the company behind NextAgency.

  • The Protect Plans, The Secure Plans,  and The Defend Plans are simple and safe, fixed-cost self-funded plans for smaller and mid-size companies. All feature wellness incentives, telemedicine, and more. The Secure and Defend Plans include Reference Based Pricing options as well.
  • NextAgency is an agency management system featuring CRM, marketing and commission management tools designed to save health and life insurance agencies time, money and clients. Designed for life and health agencies, the software is easily customizable.