Services for Independent Insurance Agents

All offers are individualized to each client after a free consultation. Investments will vary.

MaryClareAndCraigWedding _002.jpg

Operations Clinic

MC will work with you on setting the operational framework for your agency.

 

She helps you to capture the core & service workflows of your agency, including how you utilize your management system and your carriers to service your clients.

Write your agency's playbook and

redefine how you train and grow.

1-on-1 Coaching

MC offers ongoing coaching support for agencies who have completed the Operations Clinic to help maintain their playbook as they grow.

Ad hoc operational advisory sessions are also available.

MaryClareAndCraigWedding _230.jpg
MaryClareAndCraigWedding _217.jpg

Financial Workbook

Craig will work with you to understand and outline the financials of your agency so you have a pulse on how you are performing and can plan for future investment.