Most insurance brokerage owners didn’t start their businesses because they dreamed of overseeing HR problems, vendor contracts, broken workflows, or leadership dysfunction. They started because they were great at selling. Great at building relationships. Great at helping clients protect what matters.
And in the early days, that worked. You sold. You built. You hired. You expanded.
But somewhere along the way, you stopped selling—and started managing. Then troubleshooting. Then firefighting. And without ever making a conscious decision, you became the COO.
It doesn’t happen overnight.
It’s a slow drift:
• A team member needs direction—so you give it.
• A process breaks—so you fix it.
• A system isn’t delivering—so you step in.
The problem? You never step back out.
The founder who once thrived in front of clients is now stuck in internal meetings, putting out fires, and holding the business together by sheer force of will. And while the brokerage might still be growing, it’s doing so with increasing friction—and less joy.
What gets built around you, depends on you.
When brokerage growth is built entirely around the founder, it’s brittle. When leadership is reactive instead of structured, the cracks widen. When systems evolve without clarity, you get process chaos and people drift.
It’s not that you’ve failed. It’s that you’ve succeeded—and now you’re carrying what the business has outgrown.
So, what now?
There’s a way to reset without walking away. It starts with:
• Clarifying leadership roles and expectations
• Simplifying your internal operating rhythm
• Creating systems that scale without micromanagement
• Rebuilding the structure around what you want to be doing—not what you’ve defaulted into
That’s where I come in.
At Torex, I help brokerage leaders move from “stuck in it” to back in control. Whether it’s short-term fractional operator support or helping build long-term leadership clarity, I work alongside you to get the business—and your role in it—back on track.
Want to shift from overwhelmed to operationally confident?
Contact me to start the conversation.
