The Emerging CEO.
You did the Clarity work. You did the Structure work. Producers produce. CSRs service. You have stepped back from daily fires. Now the question is whether the revenue side is actually working at the depth it could be.
The agency runs. The revenue has not caught up.
You have done the unglamorous work of Structure. The team runs the renewals. The producers produce. The CSRs service. The agency holds together when you take a long weekend. You have stepped out of the operator chair, and you are starting to remember what your week is supposed to feel like.
The next problem is more subtle. Revenue feels stuck. Account rounding is below where it should be (most agencies sit at 1.3 to 1.6 policies per household when 2.5+ is the actual target). Margins by line of business are unclear. Some producers are profitable, some you suspect are not, but you have not pulled the number to confirm. The ceiling is real. You feel it. You just have not named it yet.
The work in Revenue is precise. Specific levers. Specific numbers. Specific moves. This is the most rewarding stage to coach because the upside is enormous and the inputs are surgical. Get this right and you add zeros without adding hours.
What to actually work on right now.
Four moves. All numerical. All measurable. If you can name the numbers behind each of these inside the next 30 days, you are in the right room for the next chapter.
Pull your account rounding number.
Average policies per household, across your whole book. Most agencies sit at 1.3 to 1.6. Aim for 2.5+. If you are under 2.0, account rounding is the single highest-leverage revenue move you can make this year. Pull the number this week.
Audit margins by line of business.
P&C personal vs P&C commercial vs Life. Calculate net commission minus carrier contingency minus producer comp minus servicing cost. You will be surprised what is actually profitable. Some lines you should double down on. Some you should refer out. The number tells you which.
Producer profitability review.
Each producer. Premium written, retention, account rounding, comp paid. Some producers are quietly costing you money. The conversation is hard. The number tells you whether it is a development conversation or a comp conversation. Pull the numbers before the conversation.
Apply for The Agency Collective.
The Revenue phase inside The Collective is built for exactly this stage. Account rounding strategy, margin work, producer comp review, marketing engine build. Twelve months of 1-on-1 coaching with me, plus the cohort of women working the same levers in their own agencies.
The Agency Collective.
The Revenue phase inside The Collective is the most surgical work I do. Numerical. Specific. Lever-by-lever. We work the moves that compound.
For owners in the Emerging CEO stage, The Collective shifts from Structure work to Revenue work around month 6. Account rounding, margin by line of business, producer profitability, marketing engine. You leave with the playbook to add 30 to 40 percent revenue without adding a single producer.
Learn More + ApplyBook a 30-minute discovery call.
If you want to walk through your numbers in a real conversation, schedule a free 30-minute call. Bring your account rounding number if you have it. We will talk it through.
Schedule a Discovery Call