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The #1 Growth & Training Platform for Modern Insurance Agencies

Team Collaboration Meeting

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.

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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 month
    Group-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 month
    Small cohort leadership training for agency builders.
     
    • Recruiting systems
    • Duplication frameworks
    • Leadership development
    • Team structure planning
    • Growth mapping
    • Performance dashboards
  • Executive Performance

    5,000$
    Every month
    1:1 strategic advisory for high-level operators.
     
    • Personalized growth strategy
    • Organizational design
    • Advanced recruiting architecture
    • Revenue scaling roadmap
    • Executive accountability
    • Direct advisory access

Why Us

Team Discussion Meeting

$13B+ Revenue
Scaled

Conference Audience View

Multi-Market

Team Growth

Team Collaboration Scene

Proven Sales and
Recruiting system

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.

Group Training Session

Our Work 

Over 1,000+ Real Estate Designs & Mockups. 

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Fastest Growing Brokerage Ever 20K Agents

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Billion Dollar Mortgage

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#1 Agent Count LPT Realty

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Beach Luxury

Themes 

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20+ Year

Developer

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25+ Year 

Capital + Mortgage

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

Systems. Training. Execution. Growth.​

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© 2026 by Mortgage in a box. All rights reserved.

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