Financial Coaching for Insurance Agencies
What if you understood your financials better than the people you’ve always relied on?
As in, what if you could:
Read your reports like road maps?
Make better financial decisions?
Understand budgets, cash flow, and profitability in your sleep?
When it comes to the MONEY side of things in your insurance agency, you don’t need more help – you need to UNDERSTAND how it all works.
Agency Coaching for Proactive Financial Management
This isn’t just another coaching program—it’s the transformation agency owners have needed for years. Our top Financial Analysts have spent decades inside hundreds of insurance agencies. Now, they’ve taken everything they know and built a 24-week program that gives you what most agency owners are missing—the ability to understand your numbers better than most CFOs.
Gain Knowledge That Will Take You from Being Involved in Your Agency, to Being in Control of Your Agency
Most agency owners don’t realize how much they’re leaving on the table… simply because they don’t fully understand their financials. But here’s the truth: you can’t improve what you don’t understand, and you don’t know what you don’t know.
We Will Help You Master Your Finances (Yes, Grasshopper.)
Each week for 24 weeks, you will work 1 on 1 with a top financial analyst that understands insurance agency financials inside and out. They will teach you everything from balance sheets to income statements to profit centers and so much more.
The best part? You won’t just learn based on theory. You will bring YOUR REAL NUMBERS to the weekly private sessions – so you can learn based on your agency!
We’ve never offered this kind of financial education, we’ve never offered this kind of access! If you’re ready to understand your financial side of your agency so you can:
- Handle contracts with confidence
- Ask smarter questions (and understand the answers!)
- Negotiate like a pro
- Lead with real financial strategy
Who is this program for?
This program was made especially for agencies with 15 employees or less, or any agency owner that would like to acquire this knowledge for themselves without being dependent on a CFO.
Meet the Financial Coaches
Tammy Wickard
Debbie Dietz
John Powell
Has Your Insurance Agency Mastered the Foundational Elements for Success?
We’ve noticed that our most successful clients all excel on the same Foundational Elements. Our goal is to share these elements with agencies and help them prioritize their time and initiatives around these pillars to achieve success that will last for years to come.