Free for verified agency owners & agents

Scale Your Insurance Agency — the Workbook

Six systems that decide whether your agency grows or just gets busier. Score your agency, make six documented decisions, and leave with one 90-day plan — owners, dates, and measures. 51 pages plus the Desk Companion of daily field tools.

What’s inside

This isn’t a book you read — it’s one you run. It walks the full circle of the six systems, and for each one gives you why it matters, the exercises you fill in with real commission, persistency, and pipeline numbers, and one commitment you put on the calendar before turning the page. Maria — a worked example agency — runs every exercise one step ahead of you.

01 · Producer Leverage

Get the book off your calendar so the other five systems have room to grow.

02 · Focused Book

Point the whole agency at the segment with the best renewal value and fewest surprises.

03 · Lead Engine

Turn new enrollments into arithmetic you can schedule, not weather that happens to you.

04 · Service & Persistency

Make service survive volume, and make persistency a number you watch — not a feeling.

05 · Leadership Bench

Push authority down safely so decisions stop routing through you.

06 · Compounding Culture

Turn standards into something the team holds without you in the room.

You also get the Desk Companion

The instruments from the workbook, stripped down for daily use: the Huddle Card, Weekly Review Log, Vitals Board, Persistency Pulse, Producer Scorecard, Pipeline Math, and the Read-Your-Result cheat sheet. Print it, write on it, wear it out.

Just starting out in insurance? This is Book Two, the owner’s edition. Book One is the Launch Your Insurance Career — New Agent Workbook.

Educational planning resource — not individualized financial, legal, tax, or compliance advice. Always verify current federal, state, CMS, DOI, carrier, and FMO/IMO requirements before acting.

Get the workbook + companion

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