When agency performance has plateaued, you need an experienced leader in your corner
Our 1:1 Agency Diagnostic provides a detailed review of the operations of your agency where we uncover EXACTLY what is holding you back, where the issues and opportunities are, and precisely what to prioritize next to break through.
Break through the barriers your agency is facing. Learn your options and the right next moves.
The best options might be right in front of you: acquire another agency, bring in a new executive, shut down a system, fire a segment of your portfolio, raise your prices or sell your agency. Nothing should be off the table, but we define EXACTLY what it is for you and your agency. Guaranteed!
1:1 Agency Diagnostic
Spend valuable time with a 10+ year veteran agency operator who has seen it all. Get the leadership and clarity you need.
- Six 1:1 sessions
- Evidence-based + self-reported data
- Agency Owner Archetype™ Report
- Verified AOFI™ score from your real numbers
- Agency valuation
- Agency leadership review
- Department review
- Top issues and opportunities, ranked
- Top 90-day priorities
- 1-year growth plan
Each session leaves you with something real
Kickoff & Owner Identity
You get: owner archetype report, goals and priority discussion and evidence data checklist walkthrough.
Agency Strength
You get: review key elements of agency strength, learn your Strength index score and opportunities and issues.
Financial Performance
You get: sync verified financials, define SDE and valuation inputs. Get your performance index review.
Owner Independence
You get: learn key elements of your Independence index, discuss personal and agency objectives.
Agency Scorecard & Valuation
You get: verified AOFI™, valuation, risk review, ranked issues and opportunities. Get ready to establish goals and priorities.
Plan, Priorities & Platform
You get: establish a clear 1-year plan with goals and set your 90-day priorities toward the path of achievement. We also go through the Creature platform and how to use it to monitor your agency.
What Agency Owners Have to Say
3 Easy Steps
Set Up Your Diagnostic Account
Our intelligent agency platform will gather evidence.
Complete the Assessment
Answer some structured questions across the three AOFI™ dimensions.
Review Your Diagnostic, Define Goals & Priorities
Make identified issues and opportunities your priority to improve your score and agency value.
