The Book Builder
Diagnostic + Roadmap
What It Is
The Book Builder Diagnostic is a strategic audit and growth roadmap designed for established insurance agencies ready to take growth and profitability to the next level.
This isn’t a quick-hit marketing “hack” or another gimmicky lead-gen program.
Instead, it’s a proven process for uncovering exactly where your agency is leaving money on the table, and building a roadmap that equips you to scale with systems you own, not shortcuts you rent.
Who is It For?
The Book Builder Diagnostic is built for insurance agencies who:
• Already have a baseline team and leadership structure in place.
• Want more qualified opportunities without the waste of scattered tactics.
• Value scalable, sustainable systems over quick wins and empty promises.
• Are serious about building long-term growth and market leadership.
It’s not designed for those chasing growth hacks or looking for an overnight fix. If your agency is committed to building something that lasts, this is for you.
What to Expect
When you engage us for a Book Builder Diagnostic, you’ll go through three phases:
1. Pre-Session Questionnaire
We collect detailed information about your agency - size, target market, current marketing channels, technology stack, sales performance, and more.
2. Book Builder Scorecard
We score your agency across 5 key pillars of growth:
• Foundation (website, brand, local SEO)
• Traffic (paid search, social, referrals, SEO)
• Conversion (lead handling, automation)
• Retention & Cross-Sell (renewals, upsells)
• Measurement & Optimization (tracking, reporting)
3. Collaborative Strategy Session
A 60-minute working session where we ask any follow up questions to uncover blind spots, dig into the results, and prioritize the biggest opportunities for ROI.
By the end, you’ll walk away with your complete Scorecard and a personalized Book Builder Roadmap - a clear, prioritized action plan built for growth.
Next Steps
If you’re interested, but have questions before moving forward:
• Click below to schedule a conversation.
• Or, if you’re ready to dive in now, click below to purchase your Book Builder + Roadmap today.