Identity Branding

What Identity Branding does

Identity Branding, Inc. is a privately held training and coaching organization founded in 1999 by Robert Krumroy and headquartered in Greensboro, North Carolina. The company specializes exclusively in the insurance and financial services industry, delivering a proprietary prospecting methodology branded as the "Prospecting Made Easy" process, which comprises seven core skills covering referrals, objection handling, business card approaches, market distinction, prospect-to-client conversion, and ongoing referral generation.

The core product surface consists of three layers: (1) customizable prospecting training classes and private on-site workshops delivered by four senior instructors; (2) a proprietary email service provider branded "e-Relationship.com," positioned as the financial industry's first and only ESP dedicated to insurance recruiting and prospecting content; and (3) a content library of approximately 10 authored books, 21 marketing mini-booklets, and design/branding services (business cards, logos, presentations, apparel). The intellectual property is concentrated in a single founder-developed methodology rather than a scalable software platform; e-Relationship is the closest analog to a recurring-revenue technology asset.

The company monetizes primarily through professional-services revenue (customized training classes, on-site workshops, and design services), supplemented by one-time book sales priced $6.99–$34.36 across Amazon and a company storefront, and bundled workshop products priced up to $99.95. Class pricing is not publicly disclosed and is quote-based. Go-to-market is event-driven and thought-leadership-led: the founder speaks at industry conferences (GAMA LAMP, MDRT, NAIFA, Women in Financial Services), conducts 75+ keynote/workshop engagements annually, and delivers platform sessions at carrier national kick-off meetings. The company serves enterprise carriers (New York Life, Prudential, Mass Mutual, Guardian, Nationwide, Mutual of Omaha, Lincoln Financial, Farmers, Colonial Life, Securian) and individual agents/managers as a secondary segment.

Name

Identity Branding

Legal name

Identity Branding, Inc.

Website

https://identitybranding.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Identity Branding is a Greensboro-based training organization founded in 1999 that delivers proprietary prospecting methodology, on-site workshops, books, and the e-Relationship email platform exclusively to insurance and financial services professionals and carriers.

Ownership category

akta.pro rank

Product category

Insurance and Financial Services Sales Training

NAICS

Advertising, Public Relations, and Related Services (5418), Graphic Design Services (54143), Software Publishers (5132), Direct Mail Advertising (541860)

SIC

Services-Advertising Agencies (7311), Miscellaneous Publishing (2741), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Prospecting & Lead Generation (SDR/BDR) (EDABABAB)

akta.pro secondary industries

Sales & Customer Service Training (EDAGANAC), Employer Brand Strategy & Talent Branding (BPAFAEAH), Packaging & Brand Identity Creative Agencies (MPAAAAAN)

Keywords

• Insurance sales training
• Prospecting training
• Financial services coaching
• Lead generation workshops
• Agency recruiting training

Headquarters

HQ city

Greensboro

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Training Classes: Revenue generated from interactive training classes and seminars. Classes are customizable and led by seasoned industry experts. Includes private on-site training workshops for management teams.
2. Books and Publications: Sale of books written by Robert Krumroy. Library includes 8 books, 21 marketing mini-booklets, and numerous kits. Books sold through Amazon and company store at various price points ($6.99-$99.95).
3. Workshop Sessions: Paid workshop sessions including materials like participant workbooks and video content.
4. Design/Branding Services: Strategic, psychologically effective design services including business cards, logo design, powerpoint presentations, and apparel.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Identity Branding designs and delivers customized prospecting and sales training classes (the "Prospecting Made Easy" program) for insurance agents, financial advisors, agency managers and recruiters, supplemented by Krumroy-authored books, marketing mini-booklets, the e-Relationship email content platform and strategic branding/design services for client-facing materials.

Product overview

Identity Branding is a training organization for the insurance and financial services industry offering a suite of products centered on prospecting education. The core offering is the 'Prospecting Made Easy' training program, which includes customizable classes teaching seven key skills. The company operates the e-Relationship System, described as the financial industry's first and only Email Service Provider dedicated to insurance professionals. Additional offerings include a library of 8 books authored by Robert Krumroy (covering topics like prospect attraction, referrals, and relationship building), 21 marketing mini-booklets, branding services (business cards, logos, presentations), and private on-site training workshops for management teams. The products work together to help agents build personal brands and develop comprehensive prospecting strategies.

Differentiator

Problem solved

Functional benefit

Brands

• e-Relationship: Email Service Provider dedicated to creating content for recruiting and prospecting for insurance professionals

Products and services

• Prospecting Made Easy Training Classes Fully customizable prospecting classes taught by seasoned industry experts that teach insurance agents and financial advisors seven core skills: getting referrals, transitioning a hesitant friend, turning every "no" into a "not yet," the business card prospect approach, creating a market distinction, turning every prospect into a future client, and generating ongoing client referrals.
• Private On-Site Training Workshops Private, customized on-site training workshops delivered at the client agency's location for management teams, including recruiters, sales managers and marketing personnel, so they can support advisors as they adopt new prospecting practices.
• e-Relationship Email Service Provider An email service provider dedicated to creating content for recruiting and prospecting for insurance professionals, used by agencies to run email-based recruiting and prospect-nurture campaigns.
• Branding and Design Services Strategic, psychologically effective design services that produce business cards, logos, PowerPoint presentations and apparel so insurance agents and financial advisors present a consistent, distinctive personal brand.
• Workshop – Social Capital Matters! A Step Beyond Digital Marketing A comprehensive prospecting workshop package that includes a participant workbook, the Social Capital Matters! book and a video series featuring "Man on the Street" content, 16 exceptional producers and a database ROI segment.
• Library of 21 Marketing Mini-Booklets and Training Kits A library of 21 marketing mini-booklets and supporting training kits that help insurance agents and managers drive recruiting and prospecting results.
• Identity Branding Revisited – Creating Prospect Attraction (Book) Book on creating visible differentiation, client perception of superior value and consumer preference for insurance and financial professionals.
• Prospecting Made Easy – It's just not that hard! (Book) Book that counters the excuses about finding prospects or getting appointments and teaches that prospects are plentiful and position advisors for successful appointment requests.
• Referrals Made Easy – It's just not that hard! (Book) Book teaching a simple 3-step system for asking clients for referrals in the way clients prefer to be asked.
• Social Capital Matters (Book) Book in which 16 top MDRT producers explain how to build superior reputation and likeability so producers can approach and meet with almost anyone.
• The Millennial Recruit – The Five Secrets for Attracting, Managing and Retaining (Book) Book offering five secrets for insurance agencies to attract, manage and retain Millennial workers amid declining recruiting, production and retention.
• Sell the Problem (Book) Book teaching advisors how to sell the problem — including the pain, loss and unwanted consequences — before presenting solutions.
• The Prospect Relationship Ladder (Book) Book on modern prospecting methods and the "Relationship Ladder" framework, teaching prospects to climb from initial contact to the "Emotional Safety Rung."
• It's Not About Luck! Solving Your Advisor's Activity Problem (Book) Book on impression management as the new skill for creating prospect attraction and solving advisors' appointment activity challenges.
• Please…Make Me A Little Bit FAMOUS! (Book) Book on creating prospect attraction in today's skeptical marketplace, covering newest prospect attraction strategies and case studies.
• Brilliant Strategies and Fatal Blunders (Book) Book covering brilliant strategies that professionals use to outshine competition, paired with warnings about treacherous blunders that can be lethal.

Named customers12 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Twelve partnerships are on record, tiered core and major.

• GAMA InternationalcoreStrategic or Co-development PartnerRobert Krumroy served as chairperson of GAMA's editorial board. Has been on GAMA's national platform three times, conducted GAMA workshops seven times, and speaks at GAMA LAMP conferences. Jeff Hughes, CEO of GAMA International provided testimonial about the relationship building tools.
• MDRT (Million Dollar Round Table)coreStrategic or Co-development PartnerFeatured speaker at MDRT conferences. Authored 'Sell the Problem…The Prospect Will Beg for A Solution' specifically for MDRT. MDRT producers contributed chapters to the Social Capital Matters book.
• NAIFA (National Association of Insurance and Financial Advisors)coreStrategic or Co-development PartnerFeatured speaker at NAIFA conferences and events. One of the leading conferences in the insurance and financial services industry.
• Women in Financial ServicescoreStrategic or Co-development PartnerFeatured speaker at Women in Financial Services conferences and events.
• New York LifemajorChannel Partner/ Reseller/ DistributorOne of the nation's leading agencies Identity Branding has worked with as premier training organization for the insurance and financial services industry.
• PrudentialmajorChannel Partner/ Reseller/ DistributorOne of the nation's leading agencies Identity Branding has worked with.
• Mass MutualmajorChannel Partner/ Reseller/ DistributorOne of the nation's leading agencies Identity Branding has worked with.
• GuardianmajorChannel Partner/ Reseller/ DistributorOne of the nation's leading agencies Identity Branding has worked with.
• SecurianmajorChannel Partner/ Reseller/ DistributorKrumroy was kickoff speaker at Securian's annual summit and provided tremendous value to advisors.
• NationwidemajorChannel Partner/ Reseller/ DistributorOne of the nation's leading agencies Identity Branding has worked with.
• Mutual of OmahamajorChannel Partner/ Reseller/ DistributorOne of the nation's leading agencies Identity Branding has worked with.
• Lincoln FinancialmajorChannel Partner/ Reseller/ DistributorOne of the nation's leading agencies Identity Branding has worked with.

Scale indicators6 records

Expansion highlights4 records

Market position

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/identity.branding.inc
• LinkedInlinkedin.com/company/identity-branding-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Identity Branding