The hard market tailwind is gone. Organic growth is back at center stage. Independent brokerages that built real sales systems are pulling ahead. Find out exactly where yours stands — in 4 minutes, free.
Rate increases masked weak organic growth for years. Now that the soft market is returning, the agencies without real sales infrastructure are feeling it — fast.
Your producers close on talent and relationships, not repeatable process. When they leave, the pipeline goes with them.
+28% faster growth with documented process — HBS researchNew producers take 3–5 years to validate. Without structured coaching and accountability, most wash out before they pay back.
Tech-enabled producers generate more new business — Reagan/BTV study82% of commercial clients say they'd switch brokers for slow service. Most agencies don't track the early signals until it's too late.
50% would switch for lack of proactive communicationYour digital presence doesn't reflect the quality of your agency. Prospects Google you before they call. What they see matters.
75% judge a business by website clarity — Stanford researchYour CSRs are processing instead of advising. Renewals, endorsements, follow-ups — all manual. Staff burnout is running at 50%+ industry-wide.
Automation improves efficiency by up to 60% — MIT researchYou don't know if your hit rate, retention rate, or revenue per employee is above or below the industry average. What you can't measure, you can't improve.
Best-quartile agencies: 10%+ organic growth vs. industry averageEvery engagement starts with a clear-eyed look at where your agency actually stands — not where you think it is. No guesswork, no generic advice.
"The agencies growing at 10%+ organically didn't stumble on a magic strategy. They built the infrastructure."
40 targeted questions across your sales system, marketing, digital presence, team processes, and automation. You'll get an immediate, personalized scorecard showing exactly where you stand — and what your highest-leverage gaps are.
A focused 60-minute call with Martin to review your results, benchmark your agency against industry data, and map your top 3 priority initiatives. You'll leave with a clear, sequenced action roadmap — not a 40-page report you'll never read.
We work alongside your team to implement the systems: sales playbooks, producer accountability frameworks, digital presence, lead nurture sequences, CRM workflows, and reporting dashboards. Done-with-you or done-for-you depending on your capacity.
Growth is a system, not an event. We track the metrics that matter — new business rate, retention %, revenue per producer — and adjust the levers every quarter. You always know where you stand against the benchmarks.
Build the infrastructure your producers need to generate, track, and close new business — consistently. Accountability frameworks, pipeline management, and coaching cadences built for the insurance sales cycle.
Stop losing clients before you know they're leaving. We design proactive renewal workflows, client communication calendars, and early-warning metrics that keep retention rates above 90%.
Your website, LinkedIn, and Google presence are your first impression. We build the digital infrastructure that generates inbound interest from commercial prospects and referral partners 24/7.
Identify where your team is processing instead of advising. We map, automate, and streamline the workflows that are burning out your CSRs — reducing response times and freeing capacity for growth activities.
Insurance brokers who publish consistently attract referrals and retain clients better. We build your content engine — LinkedIn, email newsletters, and market update sequences that position you as the trusted advisor in your market.
Know where you stand against the industry's best. We implement the same metrics used by Best Practices agencies — organic growth rate, revenue per producer, retention %, hit rate — and build you a live dashboard to track them.
The SGA Insurance Growth Scorecard measures your agency across the six dimensions that predict whether you'll grow — or stall — in the current market. You'll get a score, a gap analysis, and your highest-priority next steps.
40 questions · 4 minutes · Immediate results · Free
$1M–$20M GWP firms in Canada and the US ready to build real organic growth infrastructure before the next soft market cycle hits hard.
Owners who want to grow agency value — whether for a future sale or for long-term independence — by building the systems that drive higher EBITDA multiples.
Personal lines, commercial lines, and group benefits agencies looking to diversify revenue, improve cross-sell ratios, and reduce rate-driven churn.
Younger agencies under 10 years old that want to build the right growth foundation from the start — not retrofit it later at 3× the cost.
We're focused on building genuine results for insurance agencies — so instead of borrowed testimonials, here's an honest look at what working together actually looks like, and what you can realistically expect.
You'll start with the scorecard and a strategy session that pinpoint exactly where your agency is leaving growth on the table — across sales, retention, digital presence, and automation. No vague advice; a prioritized list.
We build and implement the actual infrastructure — sales playbooks, renewal workflows, lead nurture, AI automation — drawing on real experience deploying these systems, not a binder of recommendations you'll never action.
You're working with someone who sold the brokerage management systems and insurtech AI this industry runs on — so the plan reflects how agencies actually operate, in both the Canadian and US markets.
Take the free 4-minute Insurance Growth Scorecard and walk away knowing exactly which of the six growth levers are holding your brokerage back — and what to do first.
40 questions · 4 minutes · Immediate personalized report · Always free