Industries · Insurance · Agents
You don’t need another app. You need someone in your corner.
Meet your Growth Advisor — a capable assistant that reads your pipeline all week, tracks your pace against your goal, and hands you a short list of what to do next. You stay in charge of every call it recommends.
Still in development — nothing to demo yet. Early access shapes what gets built.
Why this is hard
You know you should be growing
But running your book means doing everything yourself.
Finding prospects. Calling people. Following up. Getting appointments. Learning products. Building relationships. Asking for referrals. Marketing yourself. Closing business. And somehow finding time to plan the growth itself, on top of all of it.
The problem usually isn’t knowing you should grow. It’s knowing what to do next — and doing it consistently.
Meet your Growth Advisor
Like a personal trainer for your business, not a fitness tracker
A good trainer doesn’t just count your steps. It asks what you’re actually trying to achieve, then works backward: where you stand, what’s holding you back, what to do, how often, and whether you’re actually doing it.
Prospecting
How many new conversations you are actually starting each week.
Conversations
Whether prospects are engaging, not just being contacted.
Appointments
Whether conversations are turning into meetings.
Follow-up
Whether opportunities are being followed through, not left to go cold.
Production
Whether the activity is actually turning into business.
Referrals
Whether your existing clients are creating new ones.
How it works
From goal to weekly plan
More activity isn’t always the answer. Sometimes you need more prospects, sometimes better follow-up, sometimes a different approach entirely — found by the Advisor, greenlit by you.
- 1
Set your goal
Annual production, new clients this quarter, a steadier pipeline instead of relying on referrals — whatever the number actually is for you.
- 2
Turn it into a plan
The Advisor works backward: how much business, how many opportunities, how many conversations and appointments it takes to get there.
- 3
Check the pace, weekly
Your target compared against your actual pace, every week — not whenever you remember to check.
- 4
Find where it’s actually stuck
Not "work harder" — whether the gap is prospecting, conversations, appointments, follow-up or conversion.
- 5
Get next week’s plan — you approve it
The Advisor drafts the week’s commitments. Nothing goes on your calendar until you sign off.
Illustrative example — a Monday morning
Target: 20 new clients this quarter. Required pace: 1.5 clients a week. Actual pace: 0.8. The Advisor doesn’t just flag the shortfall — it finds your appointment rate is healthy, but prospecting volume has fallen three weeks running, and drafts this week’s commitments: 25 new prospects, 15 outreach messages, 5 follow-up conversations, 3 referral requests.
You review it, adjust what doesn’t fit, and approve it. Instead of "you’re behind," the week starts from "here’s where the gap is, and here’s what you’re doing about it."
Not another dashboard
Numbers alone don’t tell you what to do
Your Advisor helps you decide what to do about them, not just report them.
A dashboard says
"Appointments are down 18%."
Your Advisor says
"Your appointment rate is healthy. Prospecting volume has fallen three weeks running. This week’s priority is rebuilding the top of your pipeline."
AI + human
Your Advisor keeps the plan moving. You’re still running the business.
It helps you think through decisions, stay accountable and spot gaps early — it doesn’t make the decisions for you.
The Advisor does
- ✓ Tracks your pipeline and pace against your goal, every week
- ✓ Finds where the actual bottleneck is, not just that you are behind
- ✓ Drafts next week’s commitments
- ✓ Keeps follow-up and referral asks visible until they’re done
- ✓ Reports what worked and what didn’t
- ✓ Adjusts the plan as your business changes
You do
- ✓ The goal itself, and any change to it
- ✓ Judgment on which prospects and relationships matter most
- ✓ Every conversation, every close
- ✓ Approval on the week’s plan before it’s final
- ✓ Every decision about your business
Nothing the Advisor drafts — a plan, a commitment, a follow-up — becomes your week until you approve it.
Early access
We’re building this with insurance agents
We’re inviting a small group of agents to test the first version — what goals agents actually set, which numbers matter, where agents get stuck, and what kind of accountability actually helps.
No commitment required. Tell us what you’re trying to grow, and we’ll show you what we’re building.
Your business has a goal. Now give it someone in your corner.
Running distribution rather than your own book? See the page for marketing organizations, or back to insurance.