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Services for Independent Insurance Agents

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

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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.

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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.

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