Book Your Free
Strategy Call
Pick a time that works for you. We'll review your current operation, pinpoint the highest-leverage growth opportunity, and share exactly what we'd build. No pitch deck, no obligation.
What Happens on the Call
A focused 30-minute conversation. No deck. No demo. Just a real look at your business and a clear recommendation.
Your current stack, team size, growth goals, and where things are breaking down.
Specific to your situation: which system would move the needle most and how we'd approach it.
No pressure, no next-step games. You'll have everything you need to decide whether to move forward.
"The strategy call was immediately valuable. They had already thought about our specific challenges before we even spoke."
Agency Principal, Commercial Lines
"Within 20 minutes they identified the exact bottleneck that had been limiting our submission capacity for two years."
Operations Director, Specialty MGA
Frequently Asked Questions
Everything you'd want to know before jumping on a call.
What does the strategy call actually cover?
A 30-minute focused conversation where we learn about your business: current setup, team size, growth goals, and the specific bottlenecks you're facing. We share what we've seen work in similar businesses and give you honest direction. No pitch deck, no obligation. You'll leave with real insight regardless of whether you engage us.
How much do engagements cost?
Engagements are scoped specifically to each client's situation. A focused automation build for a small MGA looks very different from a full sales infrastructure deployment for a 30-producer agency. We share specific pricing on the strategy call once we understand what actually needs to be built. Most clients see ROI within the first 90 days.
How quickly will I see results?
Most automation and CRM engagements show measurable results within 30–60 days of launch. Outbound programs typically produce initial pipeline results within 45–60 days. We set clear milestones for every engagement so you know exactly what to expect and when.
What size company do you work with?
From 2-person agencies just starting to build real infrastructure to $50M+ MGAs looking to automate at scale. The common thread is seriousness about growth and a willingness to invest in real systems. The strategy call is how we determine fit on both sides.
Do you work with all P&C niches?
We work across the full P&C spectrum: personal lines, commercial lines, specialty and E&S markets. Our deepest experience is in commercial lines and specialty MGAs, but we've worked across nearly every major segment. We'll tell you honestly on the call if your niche is outside our expertise.
Do you offer ongoing support?
Yes, most clients work with us on an ongoing retainer after the initial build phase. We monitor performance, make continuous optimizations, report on outcomes, and expand into new areas as your business grows. Ongoing support options are discussed on the strategy call.