Are you an MGA, Aggregator, Cluster, or Network?
Insurance Agency Owners:
The Compounding Leverage System ™
Increase the four most important numbers in your insurance agency — without extra work from your team.
Achieve 50–90% EBITDA Growth in 36 Months — Without Adding Producers, Carriers, or Marketing Spend
Most Insurance Agencies Know the 4 Key Leverage Points…
But very few move them consistently.
The problem isn't ignorance, laziness, or lack of desire...
It’s the reality of running an agency: quoting, servicing, staffing issues, fires.
The urgent tasks of each day prevent the agency from moving the 4 most important levers in the business.
Here's the reality: consistent execution of these four levers is the only path to compounding growth...
And compounding growth is the only path to a more profitable, more valuable, and less stressful agency.
The 4 Key Leverage Points
That Create Compounding Growth in EBITDA, Cashflow, Revenue, and Agency Valuation
1. Retention
Every point of retention is almost pure profit — yet most agencies have weak or non-existent renewal workflows.
2. Quote to Bind
Too many agencies barely follow up on quotes, leaving 10–15% of easy revenue on the table.
3. Cross Sell / Revenue per Client
Cross-sell is the hidden profit engine, lifting revenue and retention simultaneously.
4. X-Date Pipeline Execution
Every agency accumulates X-dates. Almost no one runs a predictable workflow that turns them into appointments.
The Compounding Effect
Each lever alone creates marginal gains. All four together create transformational results.
Even modest improvements across all four levers produces 36-month outcomes like these:
Increase EBITDA by 50–90%
Increase valuation by 50–100%
Increase monthly cashflow
A $2M agency can reach a $3.7M valuation in 36 months — with just the consistent use of these four levers.
This is the power of compounding.
Why Most Agencies Never Get There
Agencies don’t fail because the work is too hard...
They fail because the work must be done every day, and daily execution requires:
Structure
Manpower
Workflows
Accountability
Time
Without these, agencies don’t collapse — they drift.
Drift is what kills compounding.
Doing some of the right things, some of the time, gets you nowhere.
Special Offer
The Compounding Leverage System™
We execute all four levers for you — consistently, automatically, and profitably.
Each lever alone is incremental.
All four together are exponential.
See what your numbers look like:
Our 4-Lever Operating System:
Increases retention with disciplined renewal workflows
Increases quote-to-bind with structured follow-up
Increases revenue per client through predictable cross-sell
Creates a live X-date pipeline that generates high-intent appointments monthly
A 3-Step, Low-Risk Growth Model
Step 1: One Week Setup Phase
You pay a small setup fee. We plug into your book of business and set up your communication channels.
Minimal time required from your team. No new software. No workflow overwhelm.
Step 2: 60-Day Results Phase
We work the system for free to prove results:
Cross-sell conversations
Improved Q2B
New X-date pipeline
Stronger retention workflows
Step 3: Scaling Phase
Once traction is visible, you transition to a flat monthly fee.
Our Guarantee:
If you don’t see measurable lift in 60 days, we extend the results phase at no cost until you do.
TESTIMONIALS
Other Business Owners Talk About How Our Messages Convert Their Buyers
Chris Orlob
Owner, pclub.io
"This direct response marketing skill set is very rare because it's essentially salespersonship in print or written form. And Andrew Schultz is one of those rare people. He has made a study of this. He knows how to build campaigns and effective messages for your audience that gets them to buy, gets them to register, gets them to retain."
Jamal Reimer
Owner, Enterprise Sellers
"50 discovery calls with prospective clients, and ... over $60K in revenue. Your seven emails did all of that in less than three weeks. That's the short story."
Adam Robinson
Owner, RB2B and Retention.com
"We generated $150K of revenue from a few touches of segmenting and emailing of people who were never going to buy [my product] in the first place".
Ian Koniak
Owner, Untap Your Sales Potential
"That campaign generated 40 calls and over $300K in revenue."
Paul Antunes
Owner, Taxera
Ready to See What Compounding Can Do for Your Agency?
Book your 45-minute strategy call and walk away with:
A personalized 36-month financial model for your agency
Your biggest leverage point (Retention, Quote to Bind, Cross-Sell, or X-Date Acquisition)
A roadmap to massive EBITDA, cashflow, and valuation gains from modest improvements in the 4 Key Leverage Points
Understanding of whether you qualify for our 60-day results offer
Common Questions
How much does this cost?
The Compounding Leverage System begins with a 60-day results guaranteed phase. You pay only a $1,000 set up fee, we run the system for 60 days. If we haven't proven that the system will move the four key leverage points in your business, we'll keep working for free until we do.
After the first 60 days, the Compounding Leverage System is between a couple hundred and a couple thousand dollars per month, depending on the size of your agency (measured by policies).
Do you guarantee results?
Yes! The Compounding Leverage System begins with a 60-day results guaranteed phase. If we haven't proven that the system will move the four key leverage points in your business after 60 days, we'll keep working for free until we do.
Does this require work from my team?
Not much. The Compounding Leverage System is an outbound messaging system that ensures you never miss sending the most effective messages to your clients and prospects. We need a member of your team to periodically download data from your agency management system and upload it to a secure drive we'll provide for you. You can expect this to take between 30 and 45 minutes PER MONTH.
Will this work for a small agency?
Yes - the math of compounding gains works for any size of insurance agency. If you're dropping the ball in any of the four key leverage points, you will see growth in your business by running the Compounding Leverage System.
Will this work for a large agency?
Yes - the math of compounding gains works for any size of insurance agency. If you're dropping the ball in any of the four key leverage points, you will see growth in your business by running the Compounding Leverage System.
What technology do I need to work with you?
If you have an agency management system that can return filtered lists of clients and leads, and export that data to a csv file (spreasheet), you have everything you need. We run the Compounding Leverage System using our own secure technology platforms.
The key to maximizing the value of your agency...
is not doing some of these things, some of the time.
It’s doing all of these things, all of the time.
We give you the system that makes that possible.
