Growth Strategy & Distribution

The fastest path to bigger revenue is usually a smarter distribution model — not more outbound calls. We help you find it.

  • Adding a new line of business (life ↔ Medicare, P&C add-ons, group benefits)
  • Negotiating better contract levels with carriers
  • Securing new carrier appointments
  • Cross-sell strategy and producer compensation design

Capital & Connections

Whether you're looking to take on growth capital, sell, roll up other shops, or join the right aggregator — we know the rooms and the people in them.

  • Private equity introductions and prep
  • Aggregator and group affiliation matching
  • M&A advisory and valuation conversations
  • Strategic partner referrals (legal, accounting, M&A counsel)

Team Development

Most agencies don't have a recruiting problem — they have an onboarding and ramp problem. We fix both.

  • Producer recruiting strategy and pipelines
  • Onboarding programs that actually retain new hires
  • Live, in-person sales and product training
  • Compensation, accountability, and KPI frameworks

Modernization

The agencies winning right now are using AI and modern tooling to outwork shops twice their size. We make that transition practical, not painful.

  • AI tool selection and rollout (lead intake, summarization, content)
  • Modern websites and lead-capture funnels
  • CRM and automation setup
  • Workflow audits — what to automate, what to leave alone
How it works

Engagements that match your stage

We don't believe in cookie-cutter retainers. Most relationships start with one of these.

01 Strategy Session

A focused 90-minute working session on a specific problem you're trying to solve. You leave with a written game plan. Best for owners who know what they need help with and want a clear next step.

02 Growth Sprint

A 60- to 90-day engagement focused on one outcome — a new line launched, a carrier secured, a producer hired and ramped, an AI workflow in place. Hands-on, accountable, time-boxed.

03 Advisory Retainer

For agency owners who want a thinking partner on call. Monthly working sessions plus async access for the in-between moments — carrier negotiations, hiring decisions, M&A conversations.

04 Introductions & Connections

Sometimes you just need the right introduction — to a PE firm, an aggregator, a carrier rep, a recruiter. When we can help, we make the call.

Not sure where to start?

Every engagement begins with a free 30-minute call. We'll talk through what you're trying to do and whether the network we've built can help — at no cost to you, ever.

Book a free consultation →