Agency Operations & Growth

Agency Value & Succession What is your business actually worth? This is the high-level room for agency owners and those looking to build. We discuss hiring and managing downlines, valuing a book of business, and planning for your eventual exit or succession. It’s about turning a job into a valuable, sellable asset. Agency Software & CRM Your tech stack is the backbone of your business. In this section, we pull back the curtain on the CRMs, dialers, and quoting tools that actually work for insurance producers. We focus on the tools that save you time and money, rather than the ones that just look pretty in a demo. Automation & Emerging Tech Automation shouldn’t be scary—it should be your secret weapon. This room is for sharing the workflows, automated email sequences, and AI tools that take the busywork off your plate. Find out how to touch your entire book of business consistently without spenting all day at your keyboard. Lead Generation & Marketing If you aren’t growing, you’re dying. We use this space to talk about the realities of modern marketing, from traditional direct mail and community seminars to digital ads and social media. Share your lead vendor reviews and find out what’s currently generating the highest ROI in the field.