Scaling Up is Every Independent Brokerage Owner's Dream and Nightmare

Growth is exhilarating, fulfilling, rewarding ... and most often what kills great companies.

The Growth Paradox: [ grohth] [par-uh-doks ]

noun. The belief that as you scale the company -- and increase your dream team, prospects, and resources -- things will get easier, but they don't.

Success will kill a company if they pursue rapid growth but they don't have:

  • Leadership throughout the organization to delegate and predict next actions
  • Systems and structures to handle the complexity of communicating with their people
  • Organizational structures and processes to train dozens or hundreds of people 1v1
  • Effective marketing to attract new customers, talent and competitive pressure

Every "Partnership" In the Industry Now Provides ...

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Autonomy
They allow you to maintain operational leadership and local autonomy
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Shared Services
They provide help with IT, HR, marketing, advertising, and accounting
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Accelerated Enterprise Value
Strong earnout possibilities based on continued excellence by your team

But Our Value Isn't Just In A Partnership

It's the "in-the-trenches, work-along-side-you" help you deserve.
  • Autonomy with Options - Partnerships that align our team with your team in authority and responsibility, with more options to stay on or to exit.
  • Shared Teamwork - Shared services means much of the hard items still fall on your shoulders. We believe in shared teamwork. This extends to the exhausting tasks like hiring, leadership development, demand generation, employee lifecycle training, claims, and even personal lines renewals.
  • "First-Inning" Growth - The largest gains compound over time and require an early start. Participate in the same accelearted growth, but at the beginning.

The Proof is in the Results

We're Ranked in the Top 1% of Insurance Agency Operators

 

"I've worked with more than 1,000 agency offices in my tenure with State Farm. Your office is in up there with the best of them. There are probably fewer than 10 agencies in the country that operate as well as you do."

-Kerry T.    Trainer and Agency Owner of 21 Years

"Mind. Blown."

I've been running a high-performing agency and brokerage for more than 30 years and I feel like I've learned more this morning than the last ten years combined. This is absolutely remarkable stuff you have going on here. It's obvious why you're succeeding."

-Paul W.      Former Captive Executive and Current Brokerage Owner

You don't have to wrestle with complex problems on your own.

Contact us today so we can start growing together right away, with half of the headache.

Book A Consultation Call