Next Level Agency Coaching

Build the Agency You’ve Always Envisioned with our 12-Week Coaching Program

Are you a new owner unsure how to best run your insurance agency, or a seasoned owner ready to break through to the next level? Do you ever feel like you’ve hit a plateau? Like you’ve worked so hard to grow your agency, but now you’re stuck at “good enough”? The truth is, whether you’re just starting out or have years of experience under your belt, even the most successful agency owners need guidance to overcome challenges and create a business that truly thrives.

You’re not alone if you feel stuck. That’s why Kevin Wheeler’s Next-Level Agency Coaching is here—to help agency owners overcome challenges and unlock their full potential. With over 35 years in the industry, Kevin knows what it takes to transform an agency because he’s done it himself. Now, he’s ready to help you do the same. 

next level agency coaching experience insurance expert
ready for next level of ownership for your insurance agency

Over 12 weeks, Kevin will guide you in key areas critical to agency growth and long-term success, including:

Boosting Income

Discover new revenue opportunities and learn how to optimize your profitability.

Improve Agency Value

Understand what makes an agency more attractive and build for future growth or transition.

Strengthen Client Relationships

Develop strategies to improve customer loyalty and satisfaction for long-term success.

Create a Self-Sustaining Agency

Put systems and processes in place to ensure your agency operates smoothly without your daily involvement.

Establish the Right Policies & Budgets

Create a strong operational and financial foundation for your insurance agency.

How the Coaching Program Works

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12 Personal Weekly 1-Hour Coaching Sessions

Kevin will work with you one-on-one to address your specific challenges and goals.

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Tailored Action Steps to Reach Your Goals

Receive homework and exercises to apply what you’ve learned, ensuring steady progress every week.

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Get the Accountability and Support You Need

Kevin will challenge you to step out of your comfort zone, develop better habits, and make measurable progress toward your goals.

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Insight from Someone Who’s Been There

Kevin isn’t just a coach—he’s lived the agency owner experience and knows what it takes to succeed.

Angela Painter

Consultant

Angela is a popular speaker at NetVU conferences whether it be a local Chapter meeting, virtual webex session or National Conference. This is due to her experience with the Insurance Industry and passion for Insurance Agency Professionals. Angela has been in the Insurance Industry since 1980. She has held various positions with Carriers including System Interaction Specialist, Personal Lines Underwriter, Commercial Lines Underwriter. In 1992 Angela became a Licensed Property & Casualty agent for a large Brokerage firm in the Washington area specializing in Financial Products before joining Vertafore in 1996. While at Vertafore Angela Painter worked primarily in Development as a Senior Business Analyst and Product Manager on AfW and the AMS360 product since its inception. As the AMS360 Product Manager Angela worked closely with Agencies, Sales, Support, Implementation, Training and Development Teams to analyze, research, prioritize, design, and implement features within the AMS360 system.