How do you see the insurance broker channel? Are the good times going to roll on forever OR do you believe the game has changed and only THE BEST will have a secure and rewarding future?

We go to work every day to help successful brokers become THE BEST. Look at the stats below to see how members of The Broker Performance Group are doing and then click the button below.

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grow your business

Collaborate For Success

The Brokerage Performance Group facilitates valuable collaboration between brokerage owners. Learn how your business is performing across 22 key performance indicators and implement specific strategies to improve.

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Build Your Business

Is your business reaching its fullest potential? Do you have a clear direction and the tools you need to get there? We can help you assess your current situation, create a vision for your business, and develop an effective team of people who will help your business grow dramatically.

Let's Talk About What Your Business Can Achieve

Want to join our group of brokers who are putting up numbers like this?


Pre-Tax Profit Excluding CPC


Employee Satisfaction


Operating Costs Below 12% of Commission


CPC an Amazing 34% of Commission

“A key value in these programs is the opportunity to see how we stack up compared to other top brokerages using concrete metrics.”

-Dave Pettigrew, CEO, Harvard Western Insurance

Our involvement with BPG continually pushes us to strive to be a best-in-class brokerage in the eyes of our employees, our customers, and our company partners. By improving business processes while connecting all our team members to our “why”, we are cultivating a culture of highly motivated and customer-centric teams.

A great benefit of membership is the sharing of business practices and ideas with other like-minded brokerages.

Anyone interested in joining this group should be ready to dig deep… this is truly a process of taking the time to step back from the day-to-day of your brokerage to work “on” your business. By setting a concrete plan in motion, you will see the results you plan for.

Susan Gilbert

COO, MIG Insurance

You have forced us to address our strengths, weaknesses, opportunities and threats and you’ve shown us a path and a plan for dealing with them. Recently we have faced some enormous transitional challenges. With your coaching and support we have made a remarkable turnaround in our culture and in the atmosphere and morale in our office.

For me as CEO, the noise level has dropped to inaudible! We are a much better brokerage because of our membership in the Broker Performance Group!

Mark Sherk

CEO, Verge Insurance Group

The greatest benefit I have received from being part of the Broker Performance Group is the networking opportunities of the semi-annual summits. It is encouraging to see that others experience the same kind of struggles that I deal with on a daily basis, and that I’m not alone in these challenges! The summit also offers me and my team an opportunity to work on the business, away from the day-to-day distractions of the office.

I really value Rick’s guidance in the overall operations of my business. My current success can be attributed to Rick’s coaching around many aspects of my business, including growing the business, improving client relationships and increasing the level of employee engagement.

Over the past 5 years my business has grown significantly and there are no courses to help with such a transition. My membership in this group has helped me to improve my outlook, the way I do business, to recognize the things that matter, and to stay focused on those things!

Shayne Milligan

COO, PVI Prairie Villa Insurance

Some Questions You May Be Asking

Improving your business will take time and effort, but the returns can far outweigh your investment. Read the FAQs below for a better understanding as to what you can expect from our coaching programs. Click the (+) sign beside each question to reveal the corresponding answer.

I am so busy right now. Wouldn't it be better to pursue joining the Broker Performance Group once I have more time to invest into it?

An appropriate question to ask yourself is, “When will I have time to make my business better?”

The fact is, there are always other things that can be prioritized over business growth, development, and training for yourself and your leadership team. But, it is these important actions that will take your business from good to great. If time is your biggest hurdle then it might be exactly the right time to make some changes.

It’s also important to know that our programs are not going to pile “homework” on your lap. We are here to work with you through proven processes that get results. Yes, we do need some time commitment from you, but we will be working with you to ensure that your time is well-invested.

I have some loose ends to tie up and a few projects to finish. Can we begin the process once my business is in a better spot?

We call this the Cleaning Lady Syndrome. Oftentimes, business owners know they have room to improve their business but they don’t want to begin until they, well, improve their business. This is similar to hiring a cleaning lady but then cleaning your house before she arrives. You are placing extra burden on yourself and not getting full value from the service you’ve purchased.

Your business does not have to be perfect in order for you to begin building it in the right direction. This is exactly what we’re paid to do – We are here to help you work through today’s problems and help you plan for the future. Don’t say, “I just have to take care of these projects first” – Let’s begin building in the right direction right now.

I've heard all this stuff before. What am I really going to learn from you and your programs?

The coaching we offer is only a small part of the total value of our programs. We will provide you with tools and processes that directly lead to profitable action. We are not here to teach. We are here to coach you step-by-step through the processes that will get you results.

There are other business coaches out there. Why should I listen to you?

We are experts in the insurance industry and have achieved a history of excellence. Rick owned an insurance brokerage for over 22 years and it grew at a 27% annual rate while achieving 32% profitability. We are not business consultants. We are insurance experts who would like to help you achieve the same success we have.

Our advice is not based on hypotheticals. Everything we teach and coach is based on our own industry experience and success.

I'm interested. What is the first step?

We’re glad you’re interested in working with us and we’re eager to learn more about your business. To begin, you can contact us to schedule a free Discovery Conversation that will help us learn about your needs and whether you would be a good fit for our programs. This initial process takes just 30 minutes and is always time well-spent.

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