The Ideal Concepts advantage
Customer inquiry
Our sales process begins with innovative, eye-catching marketing through diverse advertising channels to draw in individuals seeking help with insurance needs. Through a simple online form on iWebQuotes, we gather clients’ pertinent information to match them with the right insurance sales professional.
Technology
Our cutting-edge sales technology intelligently matches individuals seeking help with insurance to an agent with the right expertise. Our proprietary CRM, SalesRadix, connects clients to an available agent within seconds. Agents are ranked by their client satisfaction scores and other data, so that clients are always matched to the agent most likely to give them the best service.
Consultation
Once we’ve matched a potential client with an insurance sales professional, the agent connects directly with the client through phone, video chat, text message, email, or whatever the client’s preferred form of communication. The agent walks the shopper through the sales process, helping figure out what their needs are, and how to meet those requirements.
Needs Analysis
Our custom needs analysis technology focuses on the client’s insurance requirements based on their income, health, job, family structure, assets, and other lifestyle questions. Our agents are not just suggesting the products the client requests, but what products they’ll really need to protect themselves and their families based our exchange’s recommendations.
Service
Our agents offer amazing service not only during the sales process, but they also remain a client’s point of contact long after the sale. Agents build personal relationships, so they can help clients with issues down the line, as well as receive repeat business and referrals. Our agents are with the client during every step- from initial evaluation, through the sales process, and at renewal time.
Solutions
To provide clients with a customized insurance package, it’s important that we’re able to offer personalized solutions unique to everyone. We partner with highly rated, reputable carriers whose brand both agents and clients recognize, trust, and have confidence in. Our agents match their clients with top carriers and know they will be protected in times of need.
Verticals
Health
From Affordable Care Act (ACA) to ACA alternative plans like Short Term Health, Hospital Indemnity and Health Care Sharing Ministries, we work with a variety of health solutions. In addition to traditional and major health care options, we also offer supplemental products like dental, vision, critical illness, and accident insurance. With a variety of health products, agents can customize a healthcare solution for each individual families’ unique needs.
More Than 100k Enrollments Annually
Over 0.5m Total Clients
Contracted 600 Exclusive Agents
Life
As part of our objective to offer a complete, customized insurance solution to every family, we partner with top life carriers to offer Term, Whole, and Universal life insurance products. Life insurance can seem complex, confusing, and out of reach for the average individual, but our carrier partners build products that cover every family.
Over 90% Issue Rate
Products in All 50 States
Over 500 Contracted Agents
Medicare
Approximately 10,000 people age into Medicare every day. This means the demand for complementary Medicare products like Medicare Advantage and Medicare Supplements has never been higher. That’s especially true for our current clients as they turn 65 and look to us for senior product solutions.
More Than 6 Different Medicare Products
Work With 9 Different Medicare Carriers
Average Of 20 Sales Per Agent
Home
From Homeowners to Renters Insurance, Ideal Concepts has our clients’ assets covered. We want to be by their side with relevant insurance products through every major life milestone, whether that be buying a house or moving to a new apartment. Our Home insurance division helps clients choose products and coverage levels that fit their individual needs.
Over 7 Trusted Carrier Partners
More Than 50k Policies Written Annually
Over 100 Agents
Auto
Auto insurance is a necessary product to complete any individual’s insurance package, and we work with all of the top reputable carriers in the country. We compare prices and coverage for every situation, and our agents are with their clients every step of the way.
Over 6 Trusted Carrier Partners
More Than 50k Policies Written Annually
Over 100 Agents
Key metrics
Contracted 1,000+ Exclusive Agents
Over 100 Carrier Partners
Products In All 50 States
More Than 150k Enrollments Annually
Leadership team
“Ideal Concepts strives to provide the most reputable insurance solutions for clients, the most innovative sales technology for agents, and the highest production levels for carriers.”
John Pequeno
President of Ideal Concepts, Inc.
John got the notion to create innovative sales tech for one of the least technologically advanced industries, insurance. He started iWebQuotes, an insurance lead generation site and private insurance exchange as well as SalesRadix, an intuitive Customer Relationship Manager that connects people looking for insurance with licensed agents. The company has grown exponentially, linking hundreds of thousands of clients with agents and carriers.
“What I love about working at Ideal Concepts is that while each team is their own individual contributor, we work cohesively to accomplish the same goals.”
Ashley Rancourt
Administrative Services Director
Ashley started 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. Ashley was known for being skilled in all our administrative positions before her promotion to Administrative Manager in mid-2015. Ashley oversees all administrative departments, making sure every team runs smoothly for brokers and clients.
“My journey with Ideal Concepts has been highly gratifying in terms of personal and professional growth, work opportunities, and learning.”
Vikas Agarwal
Software Engineering Director
Vikas has been with Ideal Concepts since its inception in some capacity or another. Originally contracted to handle some engineering work, Vikas eventually joined our team as the only engineer. Now, he manages a team of more than a dozen! He has nearly 20 years of experience, which has proven to be invaluable to our efforts as an insurance technology leader.
“I love collaborating with Assistant Sales Managers on how we can motivate and push agents to their full potential.”
Michael Papuc
Health Sales Director
Michael has been with Ideal Concepts for the past 11 years and has more than 15 years of sales experience. He got his start selling independent brokers health and life leads, back when Ideal Concepts’ main venture was lead generation. Michael soon became a broker himself. After 6 years as one of the top sales agents in the country, Michael took on a leadership role as a sales manager in the fall of 2013 and was promoted to Health Sales Director in 2020.
“Ideal Concepts provides agents with topnotch leadership and proven skillsets to help them manage the roadmap to success and realize their potential.”
Joshua Westendorp
Sales Strategy Leader
Josh has over 12 years of Sales Leadership in a Medicare, Life and ACA Insurance verticals. As the Sales Strategy Leader for the company, he's been instrumental in building the framework our company uses to build and replicate successful insurance producers. Josh has helped create a High-performing sales culture, built on the company's mission statement, "provide flawless solutions with remarkable service.to every customer."
“Relentless motivation is one of the keys to our success. I am proud to be part of an organization where all employees are focused on driving us forward for the collective win.”
Eric Thomas
Recruiting Director
Eric has been working in human capital management for 14 years with specific focus on leading and designing high volume staffing strategies. He assumed the position of Recruiting Manager with Ideal Concepts in 2017 where he implemented the framework to launch an aggressive and effective recruiting organization. Eric was promoted to Recruiting Director in 2020 and continues to drive the strategic vision of exponentially growing the company.
“Ideal Concepts has an innovative technology base, ethical, responsible culture, and a team of knowledgeable professionals.”
Eric Munley
Marketing Director
Eric is the mastermind behind our Marketing department. With over 13 years of experience, Eric uses his marketing knowledge and skills to adapt to an ever-changing insurance landscape. He joined Ideal Concepts as Marketing Director in 2017. Since then, Eric has grown his team by adding marketing experts in various key roles. He was promoted to Marketing Director in 2022.
Solutions & technology
Our turnkey sales technology for agents, SalesRadix, is a one-of-a-kind, cutting-edge solution that combines free, real time, quality leads with a predictive dialer and proprietary customer relationship manager. Other innovative sales technology, like a virtual assistant and automated marketing, helps connect agents instantly to individuals searching for insurance across the country.
Free, real time, high-quality leads
Proprietary Customer Relationship Manager
Automated marketing including emails and voicemails
Predictive Dialer
Virtual Assistant
Our private health exchange, iWebQuotes, instantly connects individuals looking for insurance with experienced sales professionals in their area. In addition to matching clients with an agent, it allows individuals to directly enroll into plans by themselves if they don’t feel they need an agent’s guidance. iWebQuotes was built in partnership with federal, state, and carrier enrollment platforms to act as a one-stop shopping platform for clients and agents alike.
Integrated with federal, state and carrier enrollment platforms
Highlights our carrier partners
Quote for multiple products
Recommends the best plan
Simple filtering for specific needs
One easy enrollment
Carrier partners
Compliance
Compliance Manager
Alexander Liebergall joined the Ideal Concepts team in 2018 as our Compliance Manager. Since then, he’s built out the department to include a team of Compliance Specialists as well as Call Quality Specialists.
Alex’s background includes a law degree (JD, MPH), and he previously worked in compliance for a healthcare consulting firm, a healthcare provider and multiple hospital legal departments.
As Compliance Manager, Alex’s mission is to facilitate a culture of compliance and integrity by ensuring business is conducted in accordance with the letter and spirit of all applicable regulations, contractual obligations, and our mission.
“We prevent non-compliance by fielding questions, addressing concerns, and working with all departments to create a culture of compliance and integrity.”
Alex Liebergall
Compliance Manager
Alexander Liebergall joined the Ideal Concepts team in 2018 as our Compliance Manager. Since then, he’s built out the department to include a team of Compliance Specialists as well as Call Quality Specialists.
What people are saying
What keeps me at Ideal Concepts is the continued support I receive from all levels within the organization.
Jessica Motto
Life Sales Team Lead
What I enjoy most about working for Ideal Concepts is that everyone is working toward a common goal with a positive, upbeat attitude.
Scott Langensiepen
Direct Mail Specialist
I love that Ideal Concepts is focused on career growth and training
Michael Papuc
Sales Manager
Awards & Recognitions
2015
Business of the Year
2015
40 Under 40
2018, 2019, 2020, 2021
Fastest Growing Company
2017, 2018, 2019, 2020, 2021
Inc. 5000
2017
Governor's Achievement Award
2017, 2018, 2019
Top Workplace