How We Work

How We Find and Fix Your Revenue Leaks

A 45-minute assessment to find the number. A 14-30 day sprint to fix the biggest leak. That's the entire program.

No cost. No obligation. 45 minutes.

Eight hours reconciling commission statements. The same client data entered three times in three systems. A follow-up that should have happened last Tuesday. You know the problems. You feel them every week. What you probably don't know is the number — the exact dollar amount these gaps are costing your agency every year. That's what the assessment is for.

Revenue Leak Assessment

No cost — 45 minutes

I walk through 7 areas of your agency's operations on a live screen-share. For each area, I ask specific questions and apply dollar formulas to your data — not industry averages, your numbers. By the end, you have a specific figure.

7 areas examined

01
Commission Reconciliation — Carrier payment accuracy, override rates, chargebacks.
02
Cross-Sell Revenue — Product density, single-product clients, missed opportunities.
03
Client Retention — Lapse rates, renewal process, at-risk identification.
04
Pipeline & Follow-Up — Speed-to-lead, follow-up cadence, conversion rates.
05
Application Quality — NIGO rates, submission errors, resubmission time.
06
Team Capacity — Owner bottleneck, task distribution, staff utilization.
07
Systems & Data Flow — Duplicate entry, tool fragmentation, reporting gaps.

What you leave with

Your specific dollar figure — not an estimate, calculated from your data
A one-page report you can share with your partner or keep for yourself
A clear recommendation — if there's nothing to fix, I'll tell you

What agencies your size typically find

$87,000 – $400,000

in annual revenue leaks across 7 operational areas. The biggest single leak is usually $40,000–$80,000 per year.

Based on L&H agencies with 5–15 producers. Sources: McKinsey (10–15% commission error rate), LIMRA (industry benchmarks).

Revenue Recovery Sprint

$2,500 founding rate — 14–30 days

I fix the #1 operational leak identified in your assessment. Not a report. Not recommendations. The actual fix, implemented in your agency in 14–30 days.

Three problems I've mastered

Commission Reconciliation
Parse statements from multiple carriers, identify discrepancies, draft dispute letters.
Cross-Sell Revenue
Identify top 50 single-product clients with next-product recommendations.
Follow-Up System
Build systematic cadence covering speed-to-lead, renewals, and cross-sell.

Sprint deliverables

Commission reconciliation report with dollar amounts per carrier
Revenue opportunity map prioritized by dollar impact
Carrier dispute script library (reusable templates)
90-day post-Sprint monitoring
Staff training recording

Your time investment: provide the data and attend one 15-minute weekly call. I do the work.

$2,500

Founding rate

50% upfront ($1,250) — 50% on delivery

I'm taking 3 agencies at founding rate to build documented case studies. Once the cohort is full, the price increases.

Founding spots remaining

$142K

Average annual revenue leak

$2,500

Sprint cost (founding rate)

90 days

Full refund guarantee

If your assessment finds the average leak, the Sprint pays for itself 57 times over. If it finds half that, it still pays for itself 28 times. The guarantee means you can't lose.

The Sprint Pays for Itself, or You Pay Nothing

If the Revenue Recovery Sprint doesn't save or recover at least $2,500 within 90 days, you get a full refund. No qualifying language. No fine print.

Two things I ask: provide your commission statements within 5 business days, and attend one 15-minute call each week. That's the entire commitment.

This is for

L&H agency owners with 5–15 producers
Agencies doing $1M–$3M in revenue
Owners who personally reconcile commissions or manage operations
Agencies with 10+ carrier relationships

This is not for

Solo agents
P&C-primary agencies
Agencies with a dedicated ops manager (your pain is solved)
Anyone looking for lead gen (that's not what this is)

Common Questions

Is the assessment really free, or is this a sales call?

It's a real assessment. I run the numbers on your agency's operations and show you a specific dollar figure. If there's nothing significant to fix, I'll tell you. There is no obligation to do anything after the assessment.

What do you do with my data?

I send an NDA before every assessment call. Your commission statements, book of business, and operational data are confidential. I work with one agency per market — your data is never shared with competitors or anyone else.

How much of my time does this take?

The assessment is 45 minutes on a call. If you decide to do the Sprint, you provide your commission statements and carrier portal access, then attend one 15-minute call each week. I do the work. Most agency owners spend less than 2 hours total over the entire Sprint.

What if I take the assessment and decide not to do the Sprint?

You keep the assessment report and the dollar figure. No pressure, no follow-up sequence. The assessment has value on its own — most agency owners have never seen the actual cost of their operational gaps.

How is this different from the last consultant who charged me $8,000 for a slide deck?

I don't deliver decks. I fix a specific problem in 14-30 days and guarantee the result. 50% of the fee is held until delivery. If I don't recover at least $2,500 in 90 days, you get a full refund. The deliverables are concrete: reconciliation reports, dispute letters, opportunity maps — not recommendations.