Join a mastermind for independent insurance leaders to benchmark performance, share data confidentially, and drive accountability through deep strategic conversations.
Group Moderated By:
This isn’t just another networking group. This group is built around real numbers, real data, and real conversations.
Annual Benchmarking
See exactly how your agency stacks up against peers
Data Sharing
Compare metrics in a safe, confidential environment
Deep Conversations
Dig into the strategies & challenges to move your agency forward
A Room of Agents Who Push Each Other to BE BETTER.
Create a Board of Directors comprised of peers for accountability and advice
Gain clarity from peers who are willing to share what’s working inside their own agencies
Hold yourself accountable to the goals you set and track your progress with data
Have the hard, honest conversations about growth, profitability, talent, and perpetuation that too often gets skipped in day-to-day business
Build lasting relationships with leaders who want to see you succeed
This mastermind has been a game-changer for my agency. Benchmarking against peers and having real, honest conversations keeps me accountable and on track. Every session gives me clarity and action steps I can use right away."
Cy Young
Agency Partner of Haven Insurance Partners
Being part of this mastermind has transformed how we run our agency. By comparing our numbers with peers and learning from their strategies, we’ve identified blind spots, improved profitability, and made smarter decisions. It’s had a measurable impact on our growth and confidence as leaders."
Angela Trimble
Owner of TrustPoint Insurance & Real Estate
Who is This Group For?
Independent insurance agency leaders who:
Are willing to be collaborative and welcome challenging ideas
Value transparency and collaboration over competition
Are committed to keeping their agency on track for the long run
Focused on growth and innovation
What's Required of Members?
Two in-person meetings a year and online meetings as needed based on topics
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