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$ales Accelerator Challenge

Boost Organic Revenue Growth ... Now!

rocket icon  Organic Revenue                    Growth
medal icon  Operations Excellence                    Advantage
target icon  M&A / Perpetuation Success
target icon  M&A / Perpetuation Success

     rocket icon Elevated  Performance       

Will You Achieve Your

2023 Goals?

Agency Scorecard: Rapid Results

Fill out this brief questionnaire to get your Free Agency Assessment Scorecard

We Give Insurance Agents
An Unfair Advantage

Accelerate Your Successes

  • Grow Revenue
  • Attract High Quality Leads
  • Cultivate Raving Fan Clients
  • Master Operational Excellence
  • Optimize Your Technology
  • Increase Return on Investment
  • Elevate Your Performance

Get Your Unfair Advantage!

Accelerate your success with high-impact solutions designed to help agents just like you achieve your goals.  PeopleInsure provides agents with an unfair advantage with solutions that integrate strategies proven by the best Fortune 500 corporations, brokers and agencies; the latest academic research of what works today; and 25+ years of real-world experience.

Focus on what matters most today.  Agency Scorecards™ identify strengths and weaknesses, enabling you to focus on what matters most right now, while setting you up for more success in the future.

Get faster and better results.  Consulting, training and coaching programs are customized to enable you to achieve your goals.   Unlike others, PeopleInsure provides you all 4 Pillars of Performance Improvement: Results Driven Strategies, High Impact Methods, Ultimate Templates and Tools, and Game Changing Coaching.  Solutions are scaled into actionable segments enabling you to implement strategies easier and faster, while achieving even better results. 

Maximize your efforts, time and money.  Unlike other consultants who focus only on one area of your agency, we give you a holistic approach.  You’ll get the most from your efforts, as improvements you make in one area, will typically also enhance other areas of the agency’s business.

Let’s personalize a program to Accelerate Your Successes!

Grow Organic Revenue

Organic Revenue Growth is the lifeblood of any agency.  Get proven strategies that enable you to RRRuN your fastest by increasing:

  • Retention
  • Revenue per Client
  • Referral
  • New Business

See XLurate | Revenue

The Operational Excellence Advantage

Master The Operational Excellence Advantage.  Optimize every area of the agency to deliver exceptional client experiences that create raving fans who refer you to others. Empower staff to efficiently and effectively achieve agency goals.  Stop wasting time and money, while reducing E&O exposure.

  • Agency Scorecards™
  • Client Experience Management
  • Best Practices Business Processes
  • Technology Implementation and Optimization
  • Data, Financial & Reporting Integrity
  • Management and Leadership

See XLurate | Operations

M&A or Perpetuation

Maximizing Return on Investment (ROI) through ownership transition requires special expertise and experience.  Regardless of the role and stage you are in, PeopleInsure helps accelerate your success. Maximizing your ROI requires winning strategies, disciplined implementation and the enablement your staff needs to succeed throughout the process.



Customized solutions designed to maximize ROI by improving the success of the purchased book while enabling success throughout the process.

  • Pre-purchase and Due Dilligence Enablement
  • Onboarding and Integrating Agencies Successfully
    • Staff
    • Technology
    • Data, Accounting and Reporting
  • On-going Operations Optimization
    • Staff
    • Best Practices Business Processes
    • Technology Conversions, Integration and Optimization


Customized solutions designed to maximize agency value pre-purchase and achieve your full post-purchase performance pay-outs.

  • Building Agency Value
  • Pre-purchase and Due Dilligence Enablement
  • Achieving Fulll Post-Purchase Performance Pay-Outs



Customized solutions designed to maximize agency value, plan perpetuation and implement a smooth and successful transition.

  • Building Agency Value
  • Perpetuation Planning
  • Sucessful Agency Transition


Customized solutions designed to enable your successful transition from performer to successful Principal.

  • Building Agency Value
  • Perpetuation Planning
  • Professional and Business Skills for Principals
  • Management and Leadership for a Successful Agency
Elevated Performance Impact

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Why PeopleInsure Is Different

How We Serve You

Levels of Service

Pillars of Performance Improvement

Topic Areas


Yrs Insurance Industry

Expertise Areas


Results We’ve Achieved

of Agents Helped

Online Sales Launches

Sales Generated


Cups of Coffee consumed

4 Pillars of Performance Improvement

Unlike other programs that leave you on your own to figure out how to apply their strategies, using only 1 or 2 pillars, PeopleInsure gives you all 4 Pillars of Performance Improvement to accelerate your success.

What to Do

Results Driven Strategies

You will learn what to do to achieve real results:

  • Scorecards focus on your strengths & opportunities
  • Proven Strategies to accelerate your success
  • Cutting-edge Research catapults you to the head of the pack

How to Do It

High Impact Methods

You will learn how to achieve these results:

  • Roadmap customized for your journey
  • High-Impact Methodologies that have been proven successful
  • Real-world Examples that you can follow

Do It Faster

Ultimate Templates & Tools

You will stop wasting time reinventing the wheel with turn-key tools that you can use as-is or customize them for your needs:

  • Power Plays (Playbook), specific action plans
  • Templates
  • Tools
  • Resources

Do It Better

Game Changing Coaching

You receive game changing coaching to keep your on track, improve your performance and accelerate your results:

  • Coaching
  • Measuring results
  • Accountability
  • Review & Feedback

Leverage Success

It’s in Our DNA

Unlike other programs where the consultants are either inexperienced or have a narrow focus, our team of principal consultants has over 30 years of experience in the fields essential to help you accelerate your success!

Insurance is in our DNA with over 30+ years in the insurance industry, working with agencies of all sizes, MGAs/Brokers and carriers.  Plus, our consultants bring another 25+ years of experience in other industries, enabling us to leverage the best of Fortune 500, High Tech and Education expertise to enrich all our insurance solutions.   And, we continue to integrate the latest academic research into our solutions, via our Harvard Business School PhD.

25+ Years Experience 

  • Insurance (agencies of all size, MGAs, carriers)
  • Sales (Direct Sales, Sales Management & Coaching)
  • Marketing (Omni-channel, Digital)
  • Management (Supervisor, Management, Executive)

Areas Serviced

Insurance Agency Operations Technology, incl. agency mgt systems (8)
Sales & Sales Management Service, incl client experience mgt
Marketing Accounting, HR, BO
Management M&A, Perpetuation

    Other Unique Experience

    • PhD & Harvard Business School
    • Consulting, Training & Coaching
      • Fortune 500
      • Insure-Tech / High Tech
      • Higher Education
      • Sales & Marketing
      • Human Performance

    What Our Clients Say

    "PeopleInsure is awesome! They've helped us enormously to take our business to the next level.  I highly recommend them for any agency."

    Keith Savino

    Principal, Broadfield Group, A PC Foy Company

    “PeopleInsure is the best!  They helped us increase our Operational Excellence, using AMS360, best practices and customized BPBP's ... positioning us for growth. Most importantly, they helped us increase our profits."

    Pam Hecklinski

    Vice President, WalkerHughes Insurance

    Learn more about XLurate | Revenue