Thanks for joining the waitlist! In the meantime, please complete the Application form below...

*** We'll review your application to see if you qualify for our Mastermind and will be in touch shortly should a spot open up. ***

First Name *

Last Name *

Email *

Phone *

What position do you hold currently? I'm a... *

Independent Insurance Agency Owner or Principal or a 1099

Wholesale/Retail/Broker

Master Agency/Aggregator/Cluster/Network (Ownership and/or Leadership level)

Insurance Carrier Side (CXO, EVP or Sales Team Leader level)

Individual Producer (with an Agency)

Other

What is your current TOTAL Commercial P&C revenue volume $ (i.e. agency revenue/commissions for all commercial lines of business)? OR, If you're an individual Producer (solo), what is your TOTAL book of business in annual revenue (commissions)? *

< $250,000

$250,000 - $500,000

$500,000 - $1,000,000

$1,000,000 - $2,000,000

> $2,000,000

What's the approximate percentage (%) of your agency or book of business is Commercial Lines? *

What industry niche(s) or target classes of business do you typically serve and average revenue size of accounts you go after for new business? *

How do you currently get new commercial P&C prospects in your pipeline or convert to clients? (check all that apply) *

Cold Calling

Referrals from Centers of Influence (Referral Partners)

Referrals from Current Clients

Email Marketing

LinkedIn/Sales Navigator

Social Media

Website Leads

What do you feel you need most right now to build, grow and scale your commercial P&C book(s) of business? *

Lead Generation (More High Quality Leads)

More targeted and/or Better quality "Prospect Lists" (More Data/Intel on each Prospect)

More consistent, predictable system to fill your sales pipeline (More Qualified Prospects)

Better consultative sales process to win larger commercial accounts (More Commercial/High Net Worth Clients)

Better ways to create content & build our brand (Build Authority on Social Media)

Spend less time on internal account management and more time for revenue-producing activities (Time Management)

What is your target NEW business Commercial P&C revenue (commission) $ growth GOAL in the next 12-Months (i.e. new business "Dream Outcome" or result you want to achieve)? *

$

What are the Top 2 biggest problems/challenges that you feel are holding you back from achieving that 12-Month Goal? *

We only work with with a small number of Agencies/Producers/Sales Teams for our 1-to-1 consulting, group coaching or special bootcamp programs at any one time. These are clients where we feel we can add the most value, solve problems and achieve long-term ROI. If we both feel this is the right fit and you decided to move forward, how soon can you get started? *

I can start immediately

I can start in the next 30-Days

I'm not committed to growing my Agency's or my personal book of commercial P&C business right now (I'm just a tire-kicker)

Who may I send a gift of thanks to for referring you to us? (Please provide FULL name or just put 'other')

Do you promise to show up for your scheduled session ON TIME and DISTRACTION FREE? Please confirm by typing, "Yes, I will" in the box below. *

First Name *

Last Name *

Email *

Phone *

What position do you hold currently? I'm a... *

Independent Insurance Agency Owner or Principal or a 1099

Wholesale/Retail/Broker

Master Agency/Aggregator/Cluster/Network (Ownership and/or Leadership level)

Insurance Carrier Side (CXO, EVP or Sales Team Leader level)

Individual Producer (with an Agency)

Other

What is your current TOTAL annual insurance premium volume $ (not revenue/commissions) for all products/lines of business? OR, If you're an individual Producer (solo), what is your TOTAL book of business in annual premium volume $? *

< $250,000

$250,000 - $500,000

$500,000 - $1,000,000

$1,000,000 - $2,000,000

> $2,000,000

What's the approximate percentage (%) of your agency or book of business is Commercial Lines? *

What industry niche(s) or target classes of business do you typically work with and average premium size of accounts you go after for new business? *

How do you currently get new commercial P&C prospects in your pipeline or convert to clients? (check all that apply) *

Cold Calling

Referrals from Centers of Influence (Referral Partners)

Referrals from Current Clients

Email Marketing

LinkedIn/Sales Navigator

Social Media

Website Leads

What is your target commercial P&C premium $ GOAL in the next 12-Months (i.e. new business "Dream Outcome" or result you want to achieve)? *

$

What do you feel you need most right now to build, grow and scale your commercial P&C book(s) of business? *

Lead Generation (More High Quality Leads)

More targeted and/or Better quality "Prospect Lists" (More Data/Intel on each Prospect)

More consistent, predictable system to fill your sales pipeline (More Qualified Prospects)

Better consultative sales process to win larger commercial accounts (More Commercial/High Net Worth Clients)

Better ways to create content & build our brand (Build Authority on Social Media)

Spend less time on internal account management and more time for revenue-producing activities (Time Management)

What are the Top 2 biggest problems/challenges that you feel are holding you back from achieving that 12-Month Goal? *

On a scale of 1 to 10 (with 10 being the most committed), how committed are you to overcoming these challenges and growing your agency and/or commercial P&C book of business? *

We only accept a small number of Agencies/Brokers/Producers who apply for our Basecamp Insurance Growth Mastermind and are the right fit. Assuming you're the right fit and we have a slot open for you, how soon are you ready to join? *

I can join immediately

I can join within the next 30-days

I'm not committed to investing in my Agency and/or my personal book of commercial P&C business or personal development right now (I'm just "kicking the tires")

Who may I send a gift of thanks to for referring you to us? (Please provide FULL name or just put 'other')

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