Download the FREE Report Revealing the Private Equity Playbook That Turns Your Hard-Earned Book of Business Into a Corporate Line Item... And What You Must Do Now to Reclaim Your Future.


This exclusive report, authored by Phillip Fox, confronts the painful reality facing independent agents today.
You'll get an unvarnished look at the forces reshaping the industry, including:

Understand the seismic shift that happens overnight when an agency owner sells out, leaving you with an ultimatum, not an opportunity.

deep dive into the Non-Compete and NDA clauses designed to prevent you from communicating with your own clients and competing in the market.

A stark comparison between the agency owner’s windfall and the agent's diminished earning potential and loss of control over their book.

The step-by-step strategy large organizations use to consolidate, maximize returns, and minimize your autonomy.

The decisive section that lays out your path forward to protect your independence and maximize your commission and carrier access.
You do. 100% ownership.
·We walk member agents through the qualification process to obtain a direct appointment. Direct appointments are set up per carrier guidelines, minimum requirements, etc.
·Their agency name is on the dec page, if they write the business under their direct code.
·Our AccessPlus department operates as a "road to direct codes", assisting our member agents with building out their book of business to qualify for direct codes with larger minimum requirements.
·All members get access to all our partner carriers through AccessPlus day one.
Policies written under your direct codes will be issued with your agency's name on the dec pages.
No, but if you'd like suggestions and guidance we're more than happy to assist.
We have a robust Education Department that offers instructor-led training and small class sizes. From Pre-Licensing to complex Commercial Lines. Please visit our Education Department's website for more information.
We also offer website building and printed marketing materials (e.g. business cards).



Your years of relationship-building and professional pride are worth more than a line item. Learn how to navigate the legal landscape and choose a path that truly values your independence and ambition.
We respect your privacy. We will never share your information. We will, however, send you critical strategies for growing your agency.
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