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Building an Insurance Agency Sales Team: Recruiting, Ramp, and Retention

by Kamyar Shah | May 15, 2026 | Insurance Agency

Building an insurance agency sales team is one of the highest-leverage and most error-prone investments an agency owner makes. The failure rate for new producer hires is high — industry estimates suggest more than 50% of new producers wash out within three years. That...

Insurance Agency Retention: Systems That Keep Clients From Leaving

by Kamyar Shah | May 15, 2026 | Insurance Agency

Retention is the compounding variable in insurance agency economics. Every point of retention improvement you achieve persists across your entire book every year going forward — it isn’t a one-time gain. An agency running at 85% retention is rebuilding 15% of...

Insurance Agency Valuation: What Drives Your Multiple and How to Improve It

by Kamyar Shah | May 15, 2026 | Insurance Agency

Understanding what your insurance agency is worth — and what drives that value — matters whether you’re planning to sell, bringing in a partner, buying out a co-owner, or simply want to know if the business you’ve built is compounding in value. Insurance...

Insurance Agency Producer Performance: Metrics, Accountability, and Coaching

by Kamyar Shah | May 15, 2026 | Insurance Agency

Producer performance is the core operational variable in an insurance agency. Everything else — retention, agency valuation, growth trajectory — is downstream of whether your producers are consistently hitting activity metrics, building books, and retaining the...
How to Grow an Insurance Agency: The Strategy That Compounds Over Time

How to Grow an Insurance Agency: The Strategy That Compounds Over Time

by Kamyar Shah | Mar 23, 2026 | Insurance Agency

Growing an insurance agency is a compounding game. An agency with 92 percent retention and 15 percent new business growth produces a compounding revenue curve that dramatically outperforms an agency with 82 percent retention and 25 percent new business growth — even...
Insurance Agency Consultant: What They Build and When the Engagement Pays

Insurance Agency Consultant: What They Build and When the Engagement Pays

by Kamyar Shah | Mar 19, 2026 | Insurance Agency

Insurance agency consulting exists at the intersection of operational management and growth strategy. The agencies that engage consultants are typically past their founding stage — they have a book of business, a team, and a carrier portfolio — but they are either...
Insurance Agency Management: The Systems That Keep an Agency From Outgrowing Its Owner

Insurance Agency Management: The Systems That Keep an Agency From Outgrowing Its Owner

by Kamyar Shah | Mar 16, 2026 | Insurance Agency

Insurance agency management is the operational challenge that most agency owners avoid until the symptoms become impossible to ignore: renewal retention is dropping, producers are inconsistent, client service is reactive instead of proactive, and the principal is...

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