The Predictable Growth Engine™ for B2B Insurance Agencies and Brokers
We build AI systems that help insurance agencies and brokerages reconnect with dormant clients, generate new business faster and build market authority, all without growing your headcount.
Our Philosophy
Humans First, Foundations Before AI.
AI isn’t a silver bullet. It amplifies what already exists. We start by understanding how your firm works today, what’s strong and what’s slowing you down, and we fix weak processes before adding technology. Our systems are built around people, not the other way around.
Who We Are
We have more than thirty years of combined experience in sales, marketing and operations for insurance, financial services, wealth management, SaaS and emerging technology.
We’ve generated more than 140 million dollars in revenue, built successful sales teams and seen how slow, manual processes waste time and money.
That experience drives us to help B2B insurance agencies, brokers and similar professional firms adopt AI that frees your team to work smarter.
Process
The Predictable Growth Engine™
Our work centres on building a Predictable Growth Engine™ for your firm. This engine is made up of three systems that work together to create steady, scalable growth.
Pipeline Reactivation System™
Most firms leave money on the table because old leads never get re engaged. This system analyses your CRM for dormant opportunities, then sends personalised follow ups by email, text and LinkedIn to reignite conversations. Over time it learns which messages work best so your pipeline never goes cold.
Growth Acceleration System™
Random prospecting wastes time. This system creates a predictable flow of new business by coordinating outreach across LinkedIn, email, phone and referrals. When someone shows interest, our AI responds within minutes and books a meeting with the right person on your team.
Market Authority System™
Clients want to work with experts. This system helps you stand out by automating thought leadership content, nurturing relationships with referral partners like mortgage brokers and CPAs, and keeping your firm visible to the right audience. When your firm is known as the authority, leads come to you.
Unlock Growth and Efficiency
Discover the key benefits of partnering with us.
Speed wins deals
Responding within five minutes of a prospect’s inquiry makes you 100 times more likely to get a reply and can boost conversions by up to 391 percent. Our Growth Acceleration System ensures no lead goes unanswered, giving you a powerful advantage in a world where buyers expect instant engagement.
Unlock hidden revenue
Most agencies sit on thousands of dormant leads that never hear from them again. By systematically re‑engaging these contacts with personalised messages, you tap into a source of low‑cost opportunities that your competitors ignore. Our Pipeline Reactivation System turns past prospects into new revenue without the cost of buying more leads.
Free your team to sell
Insurance agents spend only about 35 percent of their day selling, with the rest consumed by paperwork, data entry and compliance tasks. Our systems automate the busywork, routing leads, sending follow‑ups and updating records, so your producers can focus on what they do best: closing business and serving clients.
Proven Results in B2B
See how companies are transforming their revenue with AI
Let’s talk
If you’re ready to see how the Predictable Growth Engine™ can reconnect you with past leads, speed up new business and raise your profile in the market, let’s start with a Growth Audit. We’ll learn about your goals and challenges, share how our approach works and identify where your biggest opportunities lie. Then you can decide if we’re a fit for your firm.