A 12-week coaching program built to help you get unstuck and move forward.
You've worked hard to get the agency where it is. But the next level of ownership stays just out of reach, no matter how hard you push. Usually it's one of these holding you there.
A good year, then a flat one. Nothing compounds because nothing underneath it changed.
Every decision routes through your desk. Time off costs more than it's worth, and the business is worth less for it.
Workflows nobody has questioned in years, leaking margin a little at a time.
You know what needs doing. It has been on the list for three quarters.
You hold everyone else accountable. No one does that for the owner.
Theory is easy from the outside. You want someone who has actually carried the risk.
CIC · CPIA
Former insurance agency owner. Practical coach. Someone who has been there.
Kevin came out of Purdue in 1982 and into insurance in 1986, helping his father at the family agency, Cardinal Insurance, with a computer one of their carriers had dropped off. He saw what it could do. By 1989 he had the agency on comparative rating and agency management software, years ahead of the curve.
He bought the agency in 1994 and ran it fully automated and paperless — then added a customer portal in 2000, before most agencies had considered self-service. He has spent nearly forty years since making agencies run better, and joined Angela Adams Consulting at Accelerate 2023.
Coaching from someone who understands the business.
Weekly 1:1 sessions tailored to your specific challenges and goals.
Actionable steps to boost revenue, retention, and agency value.
Learn how to create efficient, self-sustaining systems for an agency that can run without you.
Consistent check-ins to ensure progress, encourage growth, and keep you on track.
Each week, you and Kevin work on the issues that matter most in your agency.
Our 12-week coaching program is designed to help agency owners tackle their toughest challenges, improve profitability, and build sustainable, long-term growth. Through personalized weekly sessions, Kevin will guide you to develop better habits, optimize operations, and achieve measurable success.
There is no fixed curriculum, and that is the point. A syllabus is written before anyone knows what your agency needs. Your twelve weeks are not.
Twelve identical weeks, decided before anyone met you.
Twelve weeks shaped by what is actually in your way.
Work one-on-one with Kevin Wheeler through a 12-week coaching program built for insurance agency owners.
Learn More TodayGuidance to get you to the next level.
He is not coaching from theory. Every one of these was his own agency, his own risk, his own call.
He goes to help his father at Cardinal Insurance with a computer a carrier had dropped off. He never leaves.
Takes ownership and runs it fully automated and paperless, the paper files closed into storage. By 1989 he already had it on comparative rating.
Shaping the national conversation about agency technology, not just his own shop. A customer portal followed in 2000.
Comes aboard at Accelerate 2023, bringing the whole record with him — and two Woodbury awards along the way.
You know what you are building toward, and which thing is next.
The workflows nobody had questioned in years, questioned and fixed.
Things leave the list. The plan stops being a plan.
Someone who has owned an agency, asking how it went. Every week.
We're the second responders. When the fire trucks leave, we're the ones helping families and businesses get back on their feet.
What agency owners usually want to know before they book the first call.
Insurance agency owners and principals — new owners trying to work out how to run the place, and seasoned owners who have hit a plateau and are tired of “good enough”. It is built around the owner’s problems, so it is not a producer or CSR program.
No, and that is deliberate. Each week, you and Kevin work on the issues that matter most in your agency. A syllabus has to be written before anyone knows what you need; your twelve weeks do not.
That is one of the four things the program is built on. The System Development work is about creating efficient, self-sustaining systems for an agency that can run without you — which is also what makes the agency worth more when you eventually want it to be.
Kevin owned an agency. He joined his family’s agency in 1986, bought it in 1994, and ran it — automated, paperless, with a customer portal running by 2000. The advice comes from having carried the risk himself, not from having read about it.
You do the work. Consistent check-ins are there to ensure progress, encourage growth and keep you on track — which for most owners is the part that has been missing. You hold everyone else accountable; this is someone doing that for you.
A conversation with Kevin. Book a time that suits you, talk through where the agency is stuck, and decide from there whether the twelve weeks are the right next step.
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.
