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SYSTEMIZE YOUR AGENCY

STOP BEING THE
"CHIEF EVERYTHING OFFICER."

You can’t scale a Niche Agency if the "magic" only happens when you are in the room. We extract your expertise and build a Custom Playbook so your team can deliver your standard of care—every time, without you.

Niche Overlooking

THE "EXPERT PARADOX" IS STUNTING YOUR GROWTH.

You built this agency on your personal expertise. Clients buy from you because you know the Niche better than anyone else. But that expertise has become your trap.

The Producer's Dilemma: You're a world-class Producer, but you feel stuck as a "Manager." You spend your days fixing mistakes instead of selling, because no one else can do it your way.

You are likely facing the "Bus Factor" problem: If you got hit by a bus tomorrow (or just wanted to take a 2-week vacation), would the agency stop growing?

The Symptoms of the Paradox:

  • !
    The "Shadow" Training Method You don't have a manual, so new hires have to 'shadow' you for 6 months. It's slow, expensive, and inconsistent.
  • !
    Process Drift You explain a process once, but 30 days later, your team is doing it differently.
  • !
    The "Fix-It" Loop You spend 10 hours a week fixing mistakes your team made because they didn't understand the nuance of your Niche.

The Truth: You don't need "better people." You need better transfer of your genius.

process
 

WE DON'T JUST WRITE SOPs.
WE DIGITIZE YOUR DNA.

Most consultants hand you a generic "Insurance Agency Manual" full of fluff like 'How to answer the phone.' That is useless to you. Your Niche Agency is different. You have a specific tone, a specific risk appetite, and a specific way of treating clients.

 
Introducing

THE SPECIALIST PLAYBOOK

A "Done-With-You" service where we extract the processes from your head and turn them into a scalable asset. We don't change how you do business; we just make it repeatable.

"CAN'T I JUST BUY A TEMPLATE ONLINE?"

You can. But generic processes get generic results.

If you serve a Dynamic Niche (e.g., Breweries or Contractors), your renewal process looks different than a standard main street agency. You don't just "send the renewal"—you audit the inventory, check the liquor liability exclusion, and prep the client for rate increases.

GENERIC TEMPLATE

"Step 1: Send Renewal Email."

✓
YOUR SPECIALIST PLAYBOOK

Step 1: Check Loss Runs.

Step 2: Verify Inventory Limits.

Step 3: Send 'Video Update' to Client.

We document YOUR way. Not the AVERAGE way.

WE BUILD THE "CORE 5" SYSTEMS THAT
DRIVE REVENUE.

We don't waste time documenting how to change the printer toner. We focus on the 5 systems that protect your E&O and make you money.

people

The "Niche" Intake Protocol

How a lead is qualified, entered, and tagged. We ensure your data is clean before it hits the system.
bar-chart

The "Authority" Sales Process

The exact steps from Quote to Bind. We capture your specific closing scripts and "speed-to-lead" rules.
security-1

The "Service Sandwich" Standard

Our proprietary workflow for every inbound call. Top Bun: Rapport. Meat: The Transaction. Bottom Bun: The Cross-Sell. Never miss an opportunity.
clock-2

The "Retention" Review

The proactive renewal process that stops clients from shopping before they even start.
check-1

The "Concierge" Claims Process

How you handle the "moment of truth" so a claim becomes a referral source, not a lawsuit.

FROM "CHAOS" TO "CLARITY" IN 2 WEEKS.

01

The Extraction (Zoom)

We schedule three 60-minute 'Extraction Sessions.' We interview you (or your top producer) as you do the work. We ask the questions only an expert would ask.

02

The Documentation

We take the recordings and build your Standard Operating Procedures (SOPs). These aren't boring text documents; they include screenshots, checklists, and decision trees.

03

The "Loom Library"

We help you record the final 'Training Video' for each process. You teach it once on video, and your staff watches it forever.

Ready to Scale Your Authority?

The Specialist Playbook Package

  • ✓ 3 "Extraction" Interviews
  • ✓ The "Core 5" Written SOPs (PDF & Editable)
  • ✓ The "Core 5" Video Training Library setup
  • ✓ Implementation Checklist for your CRM
Turnaround Time: 14 Days

FREQUENTLY ASKED QUESTIONS

Do I need to be tech-savvy?

Will this work with my AMS (Agency Management System)?

How much time does this require from me?