I help insurance agents go independent and stand up a real agency — carriers, systems, sales process, and the confidence to run it. No fluff. Just the blueprint I built mine on.
Trusted by hundreds of agents nationwide · Built by a working agency owner
You know you can sell. What stops most agents isn't talent — it's not knowing the moving parts of actually running an agency. That's exactly the gap I close.
You can't write business you can't quote. Getting appointed — and getting the right mix of standard, non-standard, and wholesale markets — is a maze most agents never figure out alone.
A CRM, a quoting workflow, a service process, commission tracking. Without the operational backbone, growth turns into chaos the moment you get busy.
The captive world won't teach you how to leave it. You end up guessing on the decisions that cost the most — and learning the expensive way.
Everything I coach comes from running a live, growing agency — not a textbook. We move in order, so nothing critical gets skipped.
Entity, licensing, E&O, and a carrier strategy that actually lets you write business from day one.
CRM, management system, quoting flow, and the daily structure that keeps the agency running without you firefighting.
Lead generation, a repeatable sales process, cross-selling, and asking for referrals — the engine behind real revenue.
Hiring, commission structures, accountability, and the leadership habits that turn a solo book into a team.
Start with a strategy call, go deep with the full consultation, or have me build it with you in person — you're always working directly with me, not a course.
Get clarity and a plan before you commit.
For the independent agent ready to do the work.
The complete, hands-on launch experience.
The same spreadsheets, templates, and playbooks I use inside my own agency — ready to download, rebrand, and make your own. Instant download, works in Excel and Google Sheets.
Every ebook, sales script, agency process, hiring doc, email template, and Excel tracker I've built — bundled into one download at the best price. The fastest way to set your whole operation up at once.
My step-by-step playbook for launching and growing a thriving independent agency.
Track every renewal, retention rate, and dollar at risk — live, with a built-in dashboard.
Turn cancellations into saves with a live save-rate dashboard and ready-to-send email templates.
Run your producer team with tiered commissions, scoreboards, and charts auto-calculated.
Honest takes on the industry, the captive-vs-independent debate, and the nuts and bolts of running an agency.
A candid look at the tradeoffs between the captive and independent worlds — and what most agents don't get told before they choose.
Read MoreMy read on where the business is going, what's changing for agents, and how to position yourself ahead of it instead of behind it.
Read MoreThe forms that run commercial insurance, broken down in plain English — what they are, why they matter, and how to use them well.
Read MoreA business with the right insurance team can make an impact on the world. Reach out, and together we'll build toward your goals.
Call 310-747-4157"Commit your work to the Lord, and your plans will be established." — Proverbs 16:3
