BUILD THE AGENCY
YOU'VE ALWAYS WANTED
Strategic training for Insurance Agencies—tailored to your team size and growth goals.
A Clear Path for Agency Growth—No Matter Where You're Starting
Join
Choose the programs that match your current needs. Whether you’re a solo agent or managing a team, there’s a track built for you.
Grow
You’ll get access to coaching calls, done-for-you tools, and step-by-step systems to transform your operations and train your team.
Lead
As your team expands, we help you step into strategic leadership—delegating effectively, developing team leads, and scaling without burnout.
Our Programs
Our Programs are Built to Solve Real Agency Problems
Astute Agents: Core Track
For Agency Owners & Managers
- Discounted Birkman SurveysÂ
(Plus one for free) - Group Coaching for Agency Owners & Managers
- 70+ Group Coaching Replays
- 30+ Insurance-Specific Tools & Guides
Leadership Development for Teams
For Agency Team MembersÂ
- Unlimited team members
- Advanced Birkman Training
- Leadership Development Coaching for Teams
- Leadership Development Replays
- Advanced Insurance Tools & GuidesÂ
Premium Coaching (1-on-1)
For Agency Owners & Managers
- Astute Agents: Core Track & Leadership Development for Teams Included
- Private 1-on-1 Meetings with a coach twice a month
- Unlimited Birkmans for Team Members & Candidates
This Program is Currently Full
Everything You Need to Grow—Whether You're New to Insurance or a Seasoned Agent
Each Astutely program includes a core set of powerful tools, training, and expert coaching designed for growing insurance agencies.
Live Group Coaching
Bi-monthly coaching calls covering growth, systems, team leadership, delegation strategies, and more...
Personality Surveys
Use Birkman to better hire, manage, and develop your team—members get exclusive discounted pricing.
Insurance Tools & Guides
Access to SOPs, templates, hiring guides, and customizable tools to streamline agency operations.
Supportive Community
Access to a private network of like-minded agency owners sharing wins, challenges, and advice.
Access Replays &
Tools Anytime, Anywhere
Join today and download the Astutely App or log in online to access our full library
of Live Coaching replays and Performance-Boosting Tools.
Don't just take our word for it!
Making the decision to work with Astutely has been the single best decision that I have made to further the development of my agency over the last five years.
— Tony May, Agency Owner
Astutely has been invaluable. I do not believe we'd have achieved the results we have without them. Their steady, organized approach has provided a framework our management team needed to get us to the next level.
— Steve Weston, Commercial Insurance Director
Astutely is designed specifically to help Insurance agencies grow more premium and commissions AND fees. And just as important, to maintain good retention and good people.
— Thom Polvogt, Agency Owner
Over the last four years, Astutely has challenged and guided me to become a better Agency Manager. They have provided me with the tools and knowledge to build a strong team.
— Blanca Mendoza, Agency Manager
