Success Story

Insurance Agency

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Our Impact In 90 Days

Highest sales quarter in company history

Three highest sales month in company history

Monthly sales production increased by

%

Services performed by IPT:

Reorganization of the Company’s Sales Department through compensation & personnel adjustments

Hiring of new sales producers

Implementation of 1-on-1 meetings with producers

Implementation of sales meetings

Provision of sales coaching and training to producers

Provision of executive and operational consulting to the CEO

Provision of support and accountability with respect to the CEO’s execution of recommendations from IPT

Agency Performance

Annual Revenue

2024

$1.6m

trending up

+26%

2025

$2.1m

Forecasted*

EBITDA Earnings Before Interest, Taxes, Depreciation, and Amortisation

%

2024

%

2025

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