Services for Independent Insurance Agents
All offers are individualized to each client after a free consultation. Investments will vary.
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.
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.