
The #1 Growth & Training Platform for Modern Insurance Agencies

You help insurance teams launch fast and scale without chaos.
We help insurance teams launch fast and scale the right way. Our framework focuses on selling more, recruiting smarter, building strong local authority, and actually using the tools already in place. The result is simple: consistent growth without chaos.
Sell
More
We install a proven sales framework so agents produce consistently.
Recruit
Smarter
We build simple recruiting and onboarding systems so growth doesn’t break the business.
Build Local
Authority
We position agents to become the go-to name in their market.
Use Your Tools Right
We simplify technology so agents actually leverage what they already have.
Our growth framework focuses on four areas that actually drive scale.

Experienced in scaling companies and agencies from $200 million to over $13 billion.
Choose Your Growth Path
From foundational sales systems to full team infrastructure, each plan is designed to help you scale the right way.
Performance Core
499$Every monthGroup-based execution training.- Structured sales standards
- Activity planning systems
- KPI tracking
- Weekly execution calls
- Accountability framework
- Tool usage integration
- Best Value
Team Builder
3,000$Every monthSmall cohort leadership training for agency builders.- Recruiting systems
- Duplication frameworks
- Leadership development
- Team structure planning
- Growth mapping
- Performance dashboards
Executive Performance
5,000$Every month1:1 strategic advisory for high-level operators.- Personalized growth strategy
- Organizational design
- Advanced recruiting architecture
- Revenue scaling roadmap
- Executive accountability
- Direct advisory access
Insurance in a Box was built because the industry has the tools… but not the outcomes.
Agencies buy CRMs.
Agencies buy automation.
But adoption is inconsistent.
Production stays unpredictable.
We fix that.
We help teams use what they already have the right way and build systems that work while they work.

Our Work
Over 1,000+ Real Estate Designs & Mockups.

Fastest Growing Brokerage Ever 20K Agents

Billion Dollar Mortgage

#1 Agent Count LPT Realty

Beach Luxury
Themes

20+ Year
Developer

25+ Year
Capital + Mortgage

Insurance in a Box
The #1 Growth & Training Platform for Modern Insurance Agencies
Systems. Training. Execution. Growth.



