Operations, Management, Growth & Profitability Systems for Insurance Agencies and Brokerages

Are you preparing for transformation in your business? Looking to grow?
Or, would you like to uncover opportunity for more profitability and efficiency? Are you looking for better ways to engage with your team members and your community?

We work with founders, principals and senior managers of firms with revenue from startup to $100M+.



Success and experience in the property and casualty insurance business.


Years’ Experience


Achieved in Last Brokerage


Mergers & Acquisitions


In Premium Overseen

Paul Harper

“When starting any endeavor, whether big or small, it’s critical to approach it with full dedication. Embrace the strengths and talents of each team member, giving your best effort and seeing it through to completion. If this level of commitment isn’t part of the initial plan, it might be best to reconsider starting at all.”

Paul Harper

Schedule a Consultation with Paul Harper

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