Emerging Agency Program (Under 10 Team Members)

🚀Live Virtual Training starts on January 13! Learn More

🚀 New Course Launch on 01.15.26! How To Increase Quality Commercial New Business.

Free Download: How To Sell Commercial Insurance.

LOG INTO THE AGENCY SCHOOL

TRANSFORM YOUR AGENCY IN 12 MONTHS

Join our Emerging Agency Program to build a ridiculously amazing agency with a clear vision, strong infrastructure, and a high-performing team.

FOR AGENCIES UNDER 10 TEAM MEMBERS

Welcome to the Emerging Agency Program, a comprehensive 12-month journey designed specifically for agencies under 10 team members. We start by aligning your vision with the necessary infrastructure, then guide you through a structured plan that includes team development, process improvements, and the creation of a detailed procedure manual. With our expert support, you’ll transform your agency into a well-oiled machine, ready to deliver exceptional service and achieve sustainable growth.

LEARN MORE ABOUT OUR EMERGING AGENCY ASSESSMENT.
DESIGNED FOR AGENCY WITH 10 & UNDER TEAM MEMBERS

KEY BENEFITS

Clear Vision & Strategy: Development of a 10 year vision and 1-year action plan.
Team Excellence: Targeted Training, clear roles and incentive plans.
Operational Efficiency: Implement standardized processes and procedures.
Client Satisfaction: Improve client experiences with structured scripts, templates and a focus on client experience.

TEAM ADOPTION & BUY-IN

We ensure your team is fully engaged and adopts the new processes through:

Personalized attention to each team member
Comprehensive video training with quizzes
Bi-weekly coaching meetings
Weekly progress reports
Incentive plans to motivate and reward progress

DATA & REPORTING

Say goodbye to reporting frustrations. We provide:

Guides for major agency management systems (Applied Epic, Vertafore, AMS 360, Hawksoft)
Weekly report setup and dashboard creation
A metrics-driven approach to agency management
Team buy-in through shared KPIs

BEFORE

Unclear vision and goals
Inconsistent processes
Team members unsure of roles
Frustrating reporting and data management

AFTER

Clear 10-year vision and 1-year plan
Standardized, efficient processes
High-performing team with defined roles
Accurate, easy-to-use reporting dashboards

12 MONTH TIMELINE