top of page

Services for Independent Insurance Agents

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

MCJ Headshots_Jessica K Feiden Photography-18.jpg

Operations Clinic

Assess your operations and systems, build a framework for documenting and organizing information, and evolve into the future as you grow your agency. We call our custom-designed framework “The Agency Playbook”, which is a cloud-based hub where your team will go to access all the information and tools you need to work effectively.  

 Our goal is to empower you to be the Coach of your own agency, leading your team with clarity & confidence.

1-on-1 Coaching

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

MCJ Headshots_Jessica K Feiden Photography-21.jpg
MCJ Headshots_Jessica K Feiden Photography-48.jpg

Financial Workbook

Use our proprietary tool 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.

bottom of page