The Top 10 Business Coaches and Mastermind Groups to Help You Grow Your Insurance Brokerage

Samir Sampat

The insurance industry is a good industry to be in. When you do it right, it can become very lucrative and set you up for success in several ways. Of course, that’s the ticket—doing it right. Insurance is also a highly competitive industry and if you don’t embrace the resources available to help you grow, you’re going to get overrun by the competition in no time. 


One of those resources is the assistance of a business coach or mastermind group. These organizations and individuals spend their careers in the industry, some working in insurance before transitioning to coaching and others starting right in at the coaching level. They know the best ways to build a business, what elements are relevant to the insurance world, and other factors. 


They also know how to automate sales, implement technology, and generate better leads by changing your marketing strategy. There’s a lot to love about hiring a business coach. Whether you’re a new agent just starting in the business or a seasoned vet that wants to step up your operations, coaching can help you gain:

  • Insight
  • Clarity
  • A new perspective
  • A new lease on your business
  • And more!

When you embrace business coaching, your business stands to gain a lot. Insurance is a competitive industry, but you can take lead a lot easier than you think when you have someone in your corner. Coaching and consulting allow you to fast-track your business experience by learning from the experiences of others so that you can grow your brokerage faster and see bigger profits, better client retention, and other perks. 


Of course, that all depends on the fact that you are hiring the right coach for the job. We’ll give you 10 of the best options below to help you choose. First, though, let’s talk a little about what exactly makes a “good” coach for your insurance business. 


How to hire an insurance business coach 


There are a lot of different factors to consider when hiring a coach or coaching service. Some coaching services will offer you valuable information to help improve your small business, but then some are more hype than actual results. Look for coaches that are experienced and certified in what they do. While it’s not an absolute must, it’s also helpful to stick with coaches that know the insurance world. 


Choose a coach that offers:


  • Experience: How long have they been coaching? You want to make sure that someone has the experience to help you build your own business. If they’ve only owned an agency for five years themselves, how can they truly know about long-term success?


  • Resources: What kind of training and support resources are available besides the one-on-one coaching or consulting? Most reputable coaches and groups have blogs, videos or YouTube channels, podcasts, online communities, and other types of free resources available to the general public or at least to those they’re coaching. 


  • Areas of Expertise: Again, insurance knowledge is helpful but it’s not the end of the world if they just have the right business sense. For example, if you’re struggling with lead generation and choose to hire the best coach for lead gen, regardless of industry experience, that would be a smart move. You have to think about what’s going to be best for your business. 


  • Options: Not everyone is going to want one-on-one coaching. Some people won’t like online courses, while others will prefer them. Thus, you should make sure that you choose a coach that offers the options for training and coaching that suit your needs. This is different than just making sure they have resources—this is about making sure they have the solutions you need


  • Good Reviews: You can’t just take their word for it when trying to figure out if a coach or group is worth your time. Check their reviews, both from third parties and from people who have worked with them. You’ll find these on their website, as well as on social media and elsewhere online. Be sure to check a few places and not just the ones on their page. 


If you look at these elements, you’ll be on track to find the best coach to assist you with your insurance business growth, no matter what you have in mind. If there’s anything else that you want to add to this list, feel free. Otherwise, you can use it as-is to find the right coaching solution for your needs. Now, let’s look at the 10 best coaches and groups for the modern insurance brokerage. 


The top 10 insurance business coaches 


  1. ContractCoach

ContractCoach offers dedicated insurance industry coaching and training, including a full assessment that will help them determine where to begin when creating the strategy to coach you to success. They will focus on offering real advice and helping you get your agency on track, ahead of the competition, and on its way to more success than you ever expected. The coaches even provide support on how to manage a work/life balance as an agent or owner and how to strengthen your business and your family at the same time. There are one-on-one sessions available, along with online resources, including a blog. 

  1. One Agents Alliance

OAA offers growth coaching for new agencies and established insurance agents who are looking to grow and expand their operations. They can provide one-on-one consulting and help you with proven methodologies to build a solid insurance business. The program coaches on marketing, sales, lead generation, relationship building, and other important aspects of the insurance business to ensure that you are on the right track to success. They offer mentors that are available as needed to help you with making important decisions and ensuring that you stay on track after the coaching has ended. Plus, there are resources on the website that you can use to brush up on your training and learn more about coaching and its benefits. 


  1. Coachfirm

Coachfirm has been offering coaching and consulting solutions for more than 15 years. They offer a dedicated sales and marketing consultant that can assist your insurance agency in producing maximum results and growing in ways you never thought possible. They have a combined experience of more than 100 years, and they will train you on everything from operations and handling finances to sales, employee management, and more. Coaching is available nationwide and they have online programs for those who may not have the need or time for in-person or one-on-one consulting. 


  1. Charles Specht, Permission Group

Charles Specht is an insurance coach that helps companies grow past the million-dollar mark. He offers all-in-one coaching and support for sales, agency management, administration, customer service, and more. He offers monthly coaching plans, digital courses, and plenty of other resources to help you get your business mindset back on track and develop your business in a whole new way. His site is full of testimonials of agents who felt overwhelmed and unsure of their role until they found his coaching program, offering valuable firsthand experience to help you decide. 


  1. Angela Adams Consulting

Angela Adams Consulting offers dedicated consulting and coaching solutions with a real-world approach. They create custom coaching plans for each agency or broker and offer an array of advisory services, accounting solutions, and other resources. They're one of the most sought-after consultants on the market today and they have programs for people at all stages of business, including those who are just starting and those who are looking to grow. There’s a blog on the site and you will find several other resources to help you in addition to the consulting and coaching services that are provided by this group. 


  1. Sitkins Group 

The Sitkins Group offers agency training for insurance brokers through workshops, networking events, and one-on-one and group coaching and training programs. Their focus is on transforming you as a leader to help guide your team to success. The coaches in this organization have over 35 years of experience and have helped thousands before you find the success that they deserve. You will also find online resources, videos, and a podcast to help you learn all about improving your brokerage and your abilities as a business owner and insurance agent. 


  1. Agency Performance Partners

Agency Performance Partners offers a selection of training resources and coaching solutions to help you grow your insurance agency and build a better business in several different ways. Plus, you can do it all at a pace that works for you with their system. Online training tools include 30+ hours of video and plenty of online guides, templates, and workbooks. Plus, every quarter, new training is added to the site. You also get one-on-one coaching and there are a lot of other interactive options for coaching and training to choose from, allowing you to customize a solution that suits your brokerage. 


  1. Rainmaker Advisory

Rainmaker Advisory offers a custom coaching solution for everyone who comes to them, designed to help you build new sales initiatives, elevate your client conversations, and create a better agency culture to help fuel your growth. They offer weekly coaching for things like pipeline management, development of sales strategies, social media, and digital marketing, resources and development tools, and much more. There are also resources available on the website and online learning is offered, along with one-on-one consulting and coaching solutions. 


  1. Robert Slayton & Associates, Inc. 

Robert Slayton uses a co-active coaching model that will assist you with building a profitable agency and enjoy what you do again. There’s a complimentary consultation for anyone interested, which will help you explore and discuss whether coaching is right for you. Then, he’ll conduct an interview to gather all of the information needed, and then the expectations and guidelines will be set. It's all very straightforward and transparent, which is great for anyone unsure of what coaching has to offer. Robert is an agent himself and an advisor and has started seven businesses in total. He offers ongoing coaching at a monthly rate and makes it easy to decide if it’s right for you. 


  1. Insurance Pro Shop 

Although it sounds more like a retail establishment, the Insurance Pro Shop is a great coaching resource. They have training, tools, and tips to assist insurance agents and brokers in all kinds of business operations, along with valuable information on why you should hire a coach in the first place. When you enlist the help of this group, they will fine-tune all of your marketing, sales, appointment setting and lead gen, and more. Plus, they offer ongoing sales support and teach you how to help clients find more money, which will increase your closed deals in no time. There are plenty of resources online and one-on-one coaching and consulting are available, as well. 


Speaking of resources, consider enlisting the resources of the team at Smith.ai 


If you’re ready to take your agency to the next level but you don’t want to invest the time and effort in a full customer service staff, you don’t have to. And if you’re not always there to answer the phone, that’s okay. With the dedicated agents from Smith.ai, your agency will never miss a beat even when you’re busy building your business. 

Our 24/7 virtual receptionists can handle everything from after-hours phone answering to live website chat, appointment booking, lead intake, and so much more. We’ll even take the time to help you craft the perfect strategy to make sure everything is taken care of, no matter what your business needs. That will free up your time to focus on embracing your coaching and growing your brokerage in the ways you’ve always dreamed. 

To learn more, schedule a consultation to discuss our 24/7 live chat and phone answering solutions, along with intake, scheduling, SMS and Facebook message answering, and more. You’ll also find us at hello@smith.ai or (650) 727-6484. 

Samir Sampat

Samir Sampat is a Marketing and Events Associate with Smith.ai. He has experience working with businesses of all sizes focusing on marketing, communications, and business development.

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