For commercial insurance agency owners
Write more accounts. Keep the renewals.
We work alongside established commercial insurance agencies on prospects, servicing, renewals, and hiring, so growth doesn't all run through you.
No fee to talk. About 3 minutes.
What changes
You've built the book. Now it needs to grow without you on every quote and every certificate.
Here's what we take on with you.
What we work on
You know the work. We help build everything around it.
Where growth comes from
New accounts, renewals, and the next producer.
In commercial insurance, growth is rarely one big campaign. It comes from a steady flow of new accounts in the industries you know, renewals that stay, and a producer or account manager when your time is full.
- More accounts in the industries where you already have expertise
- Quotes prepared early and followed up before the prospect's renewal date
- Higher retention through early renewal reviews and responsive service
- More lines written for existing clients, as your producers recommend
- Another producer or account manager, planned around the numbers
How it works
From first conversation to a plan in writing.
01
Tell us about the business
What you do, how long you've done it, and what's in the way. About three minutes.
02
Talk it through
Where the business is and where you want it to go. We can look at the numbers together.
03
Get a plan in writing
What we'd work on, what we'd put in, and the terms. Nothing is agreed until it's in writing.
04
Build it together
We work with you on customers, systems, and hiring, and track progress against the plan.
The terms
We only earn on the growth we help create.
Our fee is a share of the incremental revenue above where your business is today. If revenue doesn't grow, we don't get paid. The exact terms are in writing before anyone commits.
Who we work with
Commercial insurance agencies with loyal clients and room to grow.
- A licensed, established commercial insurance agency in the Bay Area
- A book of commercial accounts that renews
- A reputation you've earned with business owners
- Want to grow beyond what you can run yourself
- Open to changing how things get done
What you don’t need
- You don't need a team.
- You don't need a marketing plan.
- Your books don't need to be perfect.
We care about what you've built and where you want to take it.
Questions
Questions from owners
Straight answers. If yours isn't here, email us.
Who gives the insurance advice?
You and your licensed producers do. Coverage recommendations, placements, and client decisions stay with the agency. We work on the business side: prospects, servicing processes, the office, and hiring.
Can you get us new carrier appointments?
We can't guarantee any appointment or market access. We start with the markets you already have, and we'll talk plainly about what's realistic.
Do I have to switch agency management systems?
No. We work in the software you already use when it does the job. If something is holding you back, we'll talk it through before changing anything.
What are the terms?
A share of the incremental revenue we help create, above where your business is today. We put the exact terms in writing, and nothing is agreed until you've said yes.
How is this different from an insurance marketing agency?
An agency sells you leads and gets paid either way. We work on the whole path from prospect to bound account to renewal, plus hiring, and we only earn when revenue grows.
What does it cost to talk?
Nothing. The first conversation is free, with no obligation.
Your next chapter
Ready to grow the book you've built?
Tell us about the agency. If it's a fit, we'll set up a call.
No fee to talk. About 3 minutes.