Achieving the Insurance Trifecta of Faster Growth, Higher Margins & Peak Valuation

The Most Common Problems

The Solution

The 5 Step Insura-Preneur Blueprint

The Purpose & The Promise

Step 1: Determine Your Strategic Horizon

Step 2: Choose Your Optimal Growth Model

Step 3: Craft Your Growth Plan

Step 4: Create Your Marketing Plan

Step 5: Customize Your Communication Plan

BONUS Step #6: Your Monthly Growth Ritual & Dashboard

Two Growth & Valuation Scenarios

Tools for Mastermind Workshop March 2025

Revenue Employee Calculator V7.12.11.24.xlsx