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Administration

This department runs the show, managing many of our key operations like Commissions, Compliance, and Customer Service.

About the department

If Ideal Concepts was a human body, our Administration Department would be the head. While sales, technology and marketing are at the heart of our business, it is the administrative teams that allow these teams to flourish, by taking care of the vital, day-to-day, behind the scenes processes.

They’re there to make sure we partner with the right industry leaders, drive revenue, manage budgets, stay compliant, obtain necessary administrative resources, and much more!

This Department has grown by leaps and bounds as the company has grown over the years, expanding out to include essential departments like Business Development and Business Operations, Compliance, Call Quality, and more. Each team plays a crucial part in the overall ongoing health of the company.

Department metrics

Manage Over $50M In Annual Revenue

Makes Up 31% Of The Company

More Than 440% Partner Growth In 5 Years

Interact With 50 State Departments Of Insurance

Administrative Services DirectorMeet our Administrative Services Director!

Ashley Rancourt

Ashley Rancourt started her journey with Ideal Concepts as a case manager back in 2010. By 2011, she had worked her way to a new role as our commission account specialist. As the head of our Commissions department for 4 years, Ashley was able to utilize her BA in Mathematics from Cedar Crest College.

Ashley was known for being skilled in all our administrative positions before her promotion to Administrative Manager in mid-2015. As Administrative Manager, Ashley oversees all administrative departments - including Licensing, Case Management, Customer Service and Commissions - making sure every team runs smoothly for brokers and clients.

Ashley Rancourt
“What I love about working with the administrative teams at Ideal Concepts is that while each team is each their own individual contributor, we work closely and cohesively together to accomplish the same goals”

Department teams

Business Development

business-development

Business Development

Ideal Concepts’ Business Development team is continually searching for new ways to expand and diversify our existing partnerships. We do this through developing new and exciting insurance products, collaborating with other like-minded, technology-focused companies, and connecting with top salespersons, carriers, and business partners.

Human Resources

human-resources

Human Resources

Our Human Resources team is responsible for making sure Ideal Concepts continues to be the professional, engaging, profitable team that it is. They are responsible for all personnel policies, procedures, and functions. They help develop and maintain our rich health and wellness benefits package, as well as other perks and benefits.

Compliance

compliance

Compliance

Our Compliance team serves as the governing body overseeing our sales and other client facing teams. They are there to help train and maintain compliance procedures and correct/retrain on any potential compliance issues. As our business often deals with highly regulated insurance products, this team is central to the operations at Ideal Concepts.

Licensing

licensing

Licensing

Insurance licensing and appointments are a crucial part of any insurance sales operation, and it’s no different at Ideal Concepts.Our 3,000+ independent agents expect our Licensing team to be experts when it comes to regulations involving state licenses, carrier appointments, health exchange certifications and a lot more!

Commissions

commissions

Commissions

The Commissions team works with more than 80 insurance carriers and hundreds of products, all paying compensation out at different rates, at various times, and through a variety of methods. They are responsible for keeping track of every sale and every commission payment for all 3000+ agents.

Customer Service

customer-service

Customer Service

The Ideal Concepts customer service team is on the front lines, helping clients directly with various insurance products. They also help agents navigate their sales and service of clients. This team consists of a group of problem solvers who enjoy working directly with clients and agents across the country.

Finance

finance

Finance

Our finance team is highly trained in their specialties as well as industry standards, so the company remains profitable and is set up for future success. They provide the financial data and forecasting so the company can stay ahead of the curve and make smart, strategic business decisions that will keep the company successful and profitable for years to come.

Business Operations

business-operations

Business Operations

The business operations team helps streamline processes so the entire company can run as efficiently as possible. The team provides oversight within every department to create accountability for all teams.

Call Quality

call-quality

Call Quality

Call quality is responsible for making sure all sales calls are compliant and meet the standards of both the company and our important insurance carrier partners. This team not only helps reduce the risk to Ideal Concepts, but they also help make sure our customers have an exceptional experience with our agents and our products.

Facilities

facilities

Facilities

The facilities team is focused on maintaining a work environment that allows teams to focus on their goals and making sure they have the equipment and technology needed to operate as efficiently as possible. From designing and constructing workplaces to day-to-day routine maintenance, our Facilities team makes sure all employees have a clean, functional, and safe office to work in.

Case Management

case-management

Case Management

Our highly trained Case Managers provide support to agents and clients. This includes scheduling medical exams and nurse visits, reviewing applications for missing information and working with both the agent and clients to make sure underwriting is as quick and painless as possible.

Member Services

member-services

Member Services

Our Member Services team helps build strong relationships with both members and agents. From answering incoming calls to solving complicated insurance questions, they help make sure our clients experience an elite level of service and always have a positive experience.

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