Insurance Technologies and Self-Management Group Form Key Distribution Partnership

February 27, 2007
Colorado Springs, CO

COLORADO SPRINGS, CO (February 27, 2007) – Insurance Technologies LLC (IT), the premier provider of point-of-sale management software for the insurance, financial services and brokerage industries, today announced an agreement with the Self-Management Group (SMG) to lead the distribution of SMG’s assessment and training solutions globally.

“We’re excited to partner with the Self-Management Group” said Paul Skordilis, Executive Vice President, Global Sales for Insurance Technologies. “IT is committed to making it easier for our customers to quickly grow revenue. SMG increases our ability to help customers by improving sales professionalism, efficiency and productivity. Higher success rates in the recruitment, selection and training of financial consultants will result in shorter sales cycles and higher closure rates for our clients.”

Self-Management Group’s recruitment, selection and training solutions will be offered with Insurance Technologies’ ForeSight product, a mobile point-of-sale software solution that uniquely integrates and streamlines the critical steps in the insurance and annuity sales process. ForeSight enables agents and financial consultants to offer more appropriate and easier to understand recommendations, more quickly.

“We are very pleased to be working with Insurance Technologies and we welcome the opportunity to help their clients put science and the principles of psychology into their organizational development” said Bob McHardy, Managing Partner of Self Management Group and President of PLUS Corp. the coaching and training division of SMG.

About Insurance Technologies (

Based in Colorado Springs, Colorado USA Insurance Technologies LLC is a leader in providing point-of-sale illustration software to the insurance, financial services and brokerage industries. Insurance Technologies’ award-winning product, ForeSight, supports the presentation of Life, Health, Annuities, Mutual funds, Critical Illness, DI and LTC on a single mobile platform.

About the Self-Management Group

Over the past three decades, our success has been built on a proven formula for the selection, development and retention of “self-managing” sales professionals, service representatives, IT professionals, managers and executives.

Self Management Group is a world leader in screening, selecting, training and retaining top performing self managers. SMG’s thoroughly validated assessment tools predict performance and retention and help companies develop high performance, self managed cultures. For over 25 years, SMG has partnered with the worlds leading companies to increase candidate flow, increase retention, increase engagement and turn potential into performance though state-of-the-art self-management training and performance coaching programs.

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