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
+26%
2025
$2.1m
Forecasted*
EBITDA Earnings Before Interest, Taxes, Depreciation, and Amortisation
%
2024
%