A working membership for agency owners and producers. Systems, scripts, vendors, and direct access to me. The first 100 members pay $99 a month — locked for as long as they stay.
No card today. You'll get an email when enrollment opens, and founding pricing is held for you. See what's inside →
Every filled square is a seat that's gone. I'm capping this at 100 because past that I stop being useful to any of you individually.
Founding members keep $99 a month for as long as they stay. When the hundredth seat fills, the price goes to $149 and stays there.
A live training call every week — Wednesdays, 11:00 AM Central. Roleplay and objection handling with your producers in the room. Bring a call you lost and we'll take it apart.
Producer agreements, onboarding checklists, comp plans, review agendas, service workflows. The paperwork that takes a weekend to write and ten minutes to steal.
The carriers, tech, and service partners I actually use, with what I pay and what I'd warn you about. Not a directory of everyone who'd take your call.
Eleven years in insurance — sales, then branch management, then multiple agencies, then developing the next generation of agency managers. I left a track toward the executive suite to open my own shop in April 2023.
Since then we've gone from no producers to a team of five, added roughly $2.6 million in book, and held about 20% organic growth a year. Everything in this membership is something I needed, couldn't buy, and had to build.
No card today. Founding pricing held until enrollment opens September 1.