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.
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, same day and time. 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.
Every session recorded and indexed. New producer starting Monday? Point them at the shelf instead of repeating yourself.
Owner-to-owner work on the things that don't fit in a document — structure, hiring, comp, growth. Limited on purpose. See how it works.
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.
This is new. Founding members are taking a chance on that, which is exactly why the price is what it is. Real quotes go here as they come in.
Replace with a real quote. Name, agency, and what specifically changed.
Replace with a real quote. Name, agency, and what specifically changed.
Replace with a real quote. Name, agency, and what specifically changed.
Agency owners and producers who already have a book and want it to run better. If you're pre-licensed or shopping for your first carrier appointment, this isn't the right room yet.
You keep the rate while you're a member. If you cancel, the founding rate is released and rejoining is at the standard price. That's the trade for locking it in.
Yes. Monthly members cancel anytime and keep access through the end of the billing period. No calls, no retention script.
Annual members get 30 days. Monthly isn't refunded — cancel instead and you won't be billed again.
The weekly Sales Skills Lab, and direct access for member questions. Standing one-on-one consulting is separate and limited — that's the reason for the seat cap in the first place.
No card today. Founding pricing held until enrollment opens September 1.