Overview The Agency Collective is a company or network that partners with multiple insurance agencies, allowing them to pool resources, leverage shared services, and access enhanced market opportunities. By joining an aggregator, independent insurance agencies can gain access to a broader range of carriers, often at more competitive commission rates, while still operating independently. Aggregators provide support in areas like underwriting, sales, technology, and marketing, empowering smaller agencies to compete more effectively against larger firms. Challenge Before bringing me on board, The Agency Collective faced significant challenges in scaling its sales operations. With manual processes and fragmented systems, they struggled to efficiently track leads, manage client relationships, and convert prospects into policyholders. This lack of a streamlined, data-driven approach led to missed sales opportunities, inconsistent customer experiences, and limited insight into critical sales metrics. Strategy To address The Agency Collective’s challenges, I developed an integrated sales system centered on automation, custom workflows, and a robust CRM buildout. By automating repetitive tasks and designing workflows tailored to each stage of the sales cycle, I freed up the sales team to focus on high-impact activities, such as relationship building and client acquisition. The custom CRM system provided a unified platform for tracking leads, managing client interactions, and gaining real-time insights into sales performance. Results These solutions enabled a seamless, data-driven approach to sales, allowing teams to prioritize leads efficiently, follow up strategically, and provide a consistently high level of service. With these enhancements, The Agency Collective’s sales process transformed into a powerful engine for growth, capable of scaling with demand and driving their trajectory to $3.5 billion in premiums.

Overview An insurance agency spent a significant portion of its week manually inputting data—up to 8 hours each week—distracting employees from higher-priority tasks. Seeking a way to enhance operational efficiency and free up valuable time, the agency partnered with us to develop a custom automation solution. The goal was to drastically reduce data entry time without compromising accuracy, creating a smoother and more efficient workflow. Challenge The primary challenge was the time-intensive, repetitive nature of data input. Staff spent almost an entire workday each week on data scraping and entry, leading to inefficiencies and a higher risk of human error. Additionally, the agency needed a solution that could seamlessly integrate with their current systems and be easy for the team to adopt with minimal disruption to existing workflows. Strategy Our strategy focused on developing an automated system to handle data scraping and input with precision and reliability. We designed a custom automation workflow that extracted data from relevant sources and directly integrated it into the agency's systems. By closely analyzing the agency’s existing processes, we built a solution that eliminated redundancies, streamlined data processing, and ensured seamless compatibility with their technology stack. Results The automation solution delivered impressive results, reducing weekly data entry time from 8 hours to 2.5—an efficiency gain of nearly 70%. This allowed the team to reallocate over five hours each week to more strategic tasks, driving productivity and enhancing focus on client service. The automated system minimized manual work and reduced errors, contributing to more accurate, reliable data and improved overall operations for the agency.

Overview Angel Guard Insurance sought to elevate its customer relationship management by automating key communication channels. By deploying CRM-based texting, emails, and automation, the agency aimed to create a seamless customer experience that maximized engagement while reducing manual effort. Challenge Before implementation, Angel Guard Insurance relied heavily on manual processes for customer outreach and follow-up, which were time-consuming and prone to human error. This led to inconsistent communication and missed opportunities to engage with clients effectively, particularly as the agency’s client base grew. Strategy To address these challenges, we implemented an all-encompassing CRM system designed to automate communication across texting and email platforms. This included developing automated workflows that triggered follow-ups, personalized messaging, and reminders at key customer journey points, ensuring consistent and timely communication. Results Following the CRM overhaul, Angel Guard Insurance saw a dramatic improvement in customer engagement, with open and response rates increasing. The automated processes reduced manual workload by a significant amount, allowing team members to focus on more strategic tasks, ultimately boosting client retention and satisfaction.