310.350.1933

Services

Technology Vendors

Learning a new vertical is difficult for start-ups and established vendors. Technology Companies can refine messaging for Sales and Marketing ...

Learn More

Agency Coaching

Agency Owners are insurance experts, but many want a customized Coaching experience about the business of insurance to drive greater ...

Learn More

Book a Speaker

If you need a speaker for your next Insurance Event, we have the content to keep your audience engaged. Our ...

Learn More

M&A Advisory

We offer Sell Side Representation, Summary Valuations and financing for insurance agency transactions. We’re a valuable resource to Insurance Agency ...

Learn More

Insurance Carriers

  Carriers work with an Insurance Agency base that needs a source for Leadership, Sales, Marketing and Operations training. Our ...

Learn More

Agency Assessment

  One thing we are keenly aware of as consultants to insurance agencies is this:  Consulting has a bad rap.  ...

Learn More

Agency Valuation

In a  seminar we asked agency owners to estimate the market value of an insurance agency with the following characteristics:  ...

Learn More

Online Leads Training

In a small study by a Local Insurance Association, 55% of respondents said they purchased internet leads in the past, ...

Learn More

free consultation

Please contact Stuart for any insurance agency marketing, management, leadership, M&A or sales questions.

Contact Us