How Lived Experience Creates Elite Performance — and How to Develop It

Duration: 3 Hours

Investment:  $5,500

OUTCOMES

• Understand post-traumatic growth as a leadership competency

• Turn adversity and challenge into resilience, clarity, and instinct

• Build teams who perform under pressure without burnout

• Improve retention by elevating internal high-capacity employees

Best for: Emerging leaders, high-potentials, employee resource groups

Without Lowering Standards or Losing Accountability

Duration: Half-Day

Investment:  $6,500

OUTCOMES

• Build trust without coddling

• Strengthen clarity, expectations, and communication

• Reduce conflict, burnout, and turnover

• Create a culture where people and business both thrive

Best for: Entire leadership teams, managers, supervisors

Rethinking Hiring, Development, and Leadership Pipelines

Duration: 2-3 Hours

Investment:  $4,500

OUTCOMES

• Recognize hidden capability in nontraditional candidates

• Build talent pipelines based on resilience, adaptability, and mindset

• Reduce bias and expand recruitment reach

• Improve retention and internal mobility

Best for: HR, Talent Acquisition, C-Suite, Hiring Managers

A strategic advisory partnership that transforms your agency from reactive to intentional. We design and document the systems, workflows, and structure your team needs to scale efficiently and deliver a consistent client experience.

Duration: Over 90 Days

Investment:  $25,000

INCLUDES

• Renewal Engine development

• New Business Engine development

• Carrier appointment strategy and prioritization

• Delegation mapping for internal and outsourced teams

• CSR hiring support, scoring, and 30-60-90 onboarding plan

• Technology alignment across CRM, Applied Epic, email, alerts, and finance tools

• Documented workflows and client-facing service timelines

• Strategic advisory oversight across the entire build

Not a course. Not coaching only.

This is a fully guided operational transformation engineered specifically for small and mid-sized independent insurance agencies.

What You Receive

✔ Documented workflows and playbooks
✔ Clearly defined roles and accountability frameworks
✔ A structured renewal and new-business process
✔ A roadmap that your team can execute with confidence

The Outcome: A scalable service engine, a stronger client experience, and more time for your producers and leaders to focus on growth instead of firefighting.