Quarterly Strategy Sessions

Personalized Guidance. Real Progress.

As part of your membership, you’ll unlock access to Quarterly Strategy Sessions — one-on-one meetings with one of our experienced Insurance Business Coaches.

These sessions are designed to help you take action on the strategies covered in Group Coaching, with personalized insight that fits your agency's unique challenges and goals.

You’ll walk away with:

• Clear next steps for your business

• Support around hiring, marketing, operations—or whatever's top of mind

• Accountability to stay on track and follow through

• A strategic partner who gets the insurance business

Agency Group Coaching

Learn Together. Grow Faster.

As a member, you get access to our Group Coaching Program — a powerful space where insurance agency owners and leaders come together to learn, share, and implement proven strategies.

Led by our experienced Insurance Business Coaches, these sessions are packed with real-world insights, actionable tactics, and the kind of support that moves the needle.

Leadership Development Group Coaching

Build Stronger Leaders. Build a Stronger Agency.

Your agency is only as strong as the leaders who run it. That’s why we created our Leadership Development Group Coaching — a focused coaching track built specifically for agency managers and leadership team members.

This isn’t just training. It’s a space where your leaders learn how to think strategically, lead confidently, and drive results—all while gaining tools and support from experts who understand the insurance business inside and out.

We go beyond theory. Each session is designed to equip your leaders with practical skills they can use immediately—whether it’s managing a team, running meetings, coaching producers, or making smarter decisions.

Additional Bonuses

Tools, Insights, and Resources You Won’t Get Anywhere Else

Your membership goes beyond coaching sessions. You’ll also unlock a suite of powerful extras designed to support your growth and give your team a competitive edge.

Here’s what’s included:

• Discounted Birkman Surveys
Understand your team’s strengths, communication styles, and motivations at a deeper level—without the full-price tag.

• Access to Advanced Birkman Insights
Go beyond the basics with advanced analysis tools to better lead, coach, and develop your people.

• Advanced Coaching Tools & Guides
Get plug-and-play resources our coaches use with high-performing agencies—designed to help you simplify decision-making, build systems, and grow with confidence.

• 6 Months of Coaching Session Replays
Missed a session? Want to revisit a winning strategy? You’ll have on-demand access to a full archive of past group coaching calls, packed with actionable advice.