Especially designed for insurance and benefits agencies — and adaptable to any mid-sized company where growth is outpacing capacity. We help teams scale without the overhead of a full-time VP by aligning sales, operations, and people.
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Scaling Insurance Agencies Without Full-Time Overhead
Sales Infrastructure
- Build call & email cadences that actually get responses
- Objection handling playbooks (real-world tested)
- Multi-channel prospecting systems (phone, email, LinkedIn, digital)
Result: Producers sell more instead of reinventing the wheel.
Operational Relief
- For Agencies/Brokers: We step directly into policy servicing, certs, endorsements, renewal prep, and claims support so producers and AMs stay client-facing and response times drop.
- For Carriers/MGAs: We deliver bandwidth across the full insurance back office: COIs, policy checks, endorsements, loss run processing; quote prep, proposal summaries, onboarding; billing & receivables, indexing, account maintenance; claims processing/follow-up. Faster TAT, fewer errors, better expense ratio.
- Admin time ↓ 25–40%
- Turnaround time ↓ 30–50%
- Ops cost ↓ 40–60%
Result: Agencies scale efficiently while lowering costs 40–60%.
Producer Alignment (Birkman Method®)
- Identify the right producer profiles before hiring
- Reduce mis-hires and turnover
- Match people to roles where they thrive long-term
Result: Stronger pipelines, higher retention, fewer costly resets.
Strategic Advisory
- 22 years in commercial insurance sales
- Licensed P&C/EB broker + Six Sigma certified
- Experience with national accounts, benefits, and outsourcing
Result: Agencies get battle-tested leadership without the full-time executive overhead.
Positioning Statement
Most consultants bring one tool — coaching, dashboards, or recruiting. The TSG Framework™ integrates sales, ops, people, and strategy so agencies grow faster, leaner, and smarter.
Why Growth-Focused Firms Call Us
- Growth outpacing internal capacity
- Salespeople bogged down in service/admin work
- Teams stretched thin and morale slipping
- Costly mis-hires with no structure to support them
- Burnout from poor outsourcing/vendor experiences
The TSG Framework™
Sales Infrastructure
Clear pipeline stages, activity standards, coaching rhythm, and forecast hygiene
Operational Relief
Free producers and sales teams from administrative drag with streamlined processes and vetted support
Producer Alignment (Birkman®)
Hire, develop, and retain the right people; align roles to strengths
Strategic Advisory
Experienced sales leadership and change management without full-time cost
Engagement Options
Fractional VP Retainer
Ongoing leadership at a fraction of full-time cost
90-Day Sprint
Stand up core sales infrastructure fast; handoff with playbooks
On-Demand Advisory
Flexible support for specific challenges (hiring, comp plans, pipeline rehab, GTM)
Before & After
From Stretched to Streamlined
The old way — outdated, manual workflows that slow teams and drain capacity
The TSG way — streamlined, tech-enabled operations with vetted, sales-trained support
Mid-sized firms can’t win with outdated, manual workflows in a 2025 market. The TSG Framework™ replaces inefficiency with modern sales infrastructure, operational relief, producer alignment (Birkman®), and battle-tested strategic advisory. Whether you’re an insurance agency, a benefits consultancy, or a growing mid-market company in another industry, the result is the same: sales relief and scalable growth without the overhead of a full-time VP.
Why TSG?
Most consultants bring one tool — coaching, dashboards, or recruiting. We bring an integrated system, built on 22 years of front-line and leadership experience.
- Background with leading carriers and brokerages, including Liberty Mutual and Hub International
- Proven campaigns delivered at Xerox, ADP, and Sharecare
- Birkman® Certified for Producer Alignment
- Balanced focus on scalable growth, operational efficiency, and retention across insurance and other mid-sized firms
Is your team stretched by growth?
Let’s explore how the TSG Framework™ can create relief and accelerate results.
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