Coaching for insurance agents and agency owners
You're the best agent in your agency.Time to become its CEO.
Your carrier taught you to sell. Nobody taught you to run the business. That gap is my whole job.
Systems, operations, communication, your sales and follow-up systems, the psychology of your client. And a co-pilot for the big decisions you can’t take to your team, your ops manager, or your spouse (who is tired of hearing about it). Coaching for you alone, your key people, or your whole team.
5+
Years coaching agents
1,197
Recorded coaching calls
1:1
Coaching by producer, not by group
100+
Businesses coached, across industries
Jeremy didn’t just coach me, he coached my team. We put real processes and systems in place, started tracking the numbers that matter, and I finally got control of my time. Watching my team take ownership has been the biggest change in my agency.
Beth Prince
State Farm agent
From the agency floor
Your carrier made you a great producer.It never made you an owner.
One way to sell. One framework. It works great for some of your people. For the rest, it quietly caps your agency. Sound familiar?
Your team can write auto and fire all day, but the life pivot goes cold on call one, so your growth line just sits there.
Role play gets scheduled and never happens, because you are the only one who runs it.
Your manager has the title but will not pull the trigger on accountability.
You were trained to sell, not to lead. Nobody handed you the owner playbook, so you default back to producing.
Leads go cold. You're spending money on leads that never get a follow-up. No system, no sequence, no accountability.
Renewals fall through. You know retention matters, but renewals get managed reactively, 30 days out instead of 90.
You're flying blind on close rates, response times, and producer performance.
You have tried a dozen fixes and the team quietly stopped believing the next one will stick.
Jeremy doesn’t just give generic advice. He takes the time to understand our business, our team, and the challenges we’re facing, then helps us find realistic solutions we can actually put into practice.
Danielle Ebbert
★★★★★Google review
What we work on together
Everything between agentand CEO.
Not a course you sit through. We work on whatever is costing you the most right now, then the next thing, fitted to the agency you actually run. All of it comes out of five years of recorded coaching calls with agents and agency owners.
Systems & processes
The SOPs and workflows that let the agency run the same way on a bad week as a good one, without you in the middle of every task.
Operational structure
Who owns what, when the team meets, how accountability runs. Inside the tools corporate already gave you, no new software required.
Communication & leadership
Hard conversations, clear expectations, and a manager who coaches. Role play and reps that happen when you are not the one running them.
- Coming soon
Your sales system
One way your agency sells, staged across calls so each one earns the next, including the pivot from auto and fire to life.
Meet Conversation to Coverage Follow-up systems
Leads that get more than one call, booked calls that actually show, and renewals worked 90 days out instead of 30.
The psychology of your client
Why people actually buy from you, and what to say when they hesitate, so "let me think about it" starts a conversation instead of ending one.
07 · The part nobody else can do
Your co-pilotin the CEO seat.
Hire or fire. Cut a producer. Open a second office. Fix the manager or replace them.
Some decisions you can’t take to your team. You can’t take them to your ops manager. And your spouse has heard about it enough. So they live in your head at 2am.
I’m the person you think it through with: someone who knows your agency, has no stake in the answer, and will tell you what I see, not what you want to hear.
Coming soon · Conversation to Coverage
Your team writes auto all day.Then they freeze on life.
It isn’t talent, and it isn’t effort. It’s the first call. Conversation to Coverage is the sales system we are building for multiline agencies: three short calls that move a price shopper to a value shopper, and a practice rhythm that makes it stick.
- Call 1
Win the call
They called about price. Take care of what they came for, ask two or three questions about their life, not their policy, and book fifteen minutes.
- Call 2
The Gap Audit
Fifteen minutes getting to know the household. No numbers, no pitch. Just what matters to them and where they are exposed.
- Call 3
Show the options
“Here’s what I found.” Good, Better, Best, widest gap first. They choose, and the rest becomes a plan with a date.
Built to stick
- A 30-minute practice block your manager runs without you, one skill at a time
- A Call Audit that scores a recorded call and names the one thing to work on this week
- Roleplay Pro, also coming soon: an AI customer your team can practice on any time
He has a practical approach to coaching and does a great job of helping you identify areas where you can improve while also giving you the tools to actually make those improvements.
Don Lux
★★★★★Google review
Who gets coached
You, your leaders,or the whole team.
Same coaching, three ways in. We pick on the call based on where the agency is stuck, and you can add people as it grows.
- Agent only
Just you
One-on-one, owner to coach. Your time, your structure, your decisions, and the sales and follow-up you still carry yourself. Most agents start here.
- Key people
You plus your leaders
You and the one or two people who hold the agency together, usually your manager and a top producer. We build the leadership layer so it holds without you.
- Whole team
Everyone, one at a time
Each producer and team member coached to what they actually need, not one group lecture. Plus your own sessions on the CEO side.
Jeremy bridges the gap between “tech” and “tactical.” This isn’t theory. It’s the blueprint I needed to stop grinding it out by hand and start scaling on purpose.
Ryan Templeton
Premier Health Advisors
I feel more confident running my agency this year than I did last year. The difference is having a system instead of carrying everything in my head.
Shelby F.
Insurance agency owner
The format
How the coachingactually runs
- One-on-one, whoever is in the room.You alone, you and your leaders, or the whole team. Each person gets coached to what they actually need, so nobody hides in the back of a team meeting.
- We build your manager into a coach.The goal is a leadership layer that runs reps and accountability without you in the middle of every table.
- The lessons get captured, not lost.Coaching calls and role plays can be recorded, so the lesson does not evaporate the moment the call ends.
- The work stays human.People still buy from the person who made them feel heard. That is a skill we coach, not a script we hand you.
I really appreciate that his coaching feels like a conversation rather than someone simply telling you what you should do. He listens, offers a different perspective, and helps you come up with solutions that make sense for you and your role.
Kayla Vanausdal
★★★★★Google review
Two agencies, real numbers
Results thatmatter
One agency found $9,800 a month it was leaking. Another owner came to Jeremy working 65 hours a week. Here's what changed. Your results will depend on your agency.
“His coaching has helped with everything from communication and leadership to setting goals, improving processes, and working better as a team.”
Lauren Rader
★★★★★Google review
$9,800/mo
Revenue leaks fixed
at one agency
20 hrs
Back every week
another owner went from 65 to 45
$3,280/mo
Revenue leaks fixed
cross-sells and renewals
90 days
To those results
one focused roadmap
$9,800/mo is from one agency. The other three figures are from a second agency’s 90-day engagement. Read that case study.
“The agencies that grow do not have better producers. They have owners who learned to lead, not just sell.”
From the agencies
More fromagency teams
Jeremy is wonderful to work with! He creates an environment where you feel comfortable asking questions, sharing ideas, and talking through challenges. He always brings a positive attitude and offers helpful feedback that you can take back and use right away.
I’ve really enjoyed the time he has spent working with our team. He encourages us to think differently, communicate better, and continue finding ways to grow individually and together.
Joni Linville
★★★★★Google review
Jeremy has been a great addition to our team’s growth and development. One of the things I appreciate most about working with him is how approachable and relatable he is. He makes it easy to have honest conversations about challenges and always helps you look at things from a different point of view!
He brings great energy to our meetings and gives us ideas and tools that are actually useful in our everyday work. Whether it’s handling difficult situations, communicating more effectively, or simply finding ways to improve, I always take something helpful away from our time with him.
Jeremy truly wants to see people succeed, and it shows in the way he works with our team. I would definitely recommend Jeremy and Biz Business Coaching and Consulting!
Tabitha Davis
★★★★★Google review
Working with Jeremy has had a huge impact on not just my work life, but also in my personal life. I would recommend his program to everyone in a small business setting.
Paula Obrien
★★★★★Google review
Jeremy is a Swiss Army knife for everything the industry never teaches you about running an agency.
Anissa V.
Insurance agency owner
Who you'd work with
AboutJeremy Kean
Author of The Manumation Method™ and CEO of Kean on Biz. For the last five years I have coached insurance agents and agency owners on the part the carriers skip: running the agency like a business instead of being its best producer.
My coaching is blunt and human. I do not hand you a script or a shiny tool. We work through the frameworks together, then fine-tune them to fit the agency you already run. I record my own calls to sharpen how I ask questions and lead you to your own answer, because the answers you reach yourself are the ones that stick.
Before that, 35+ years building, scaling, and fixing businesses across insurance, technology, and coaching: 13 brands created from scratch and 100+ business owners helped. That is where the systems side comes from, the processes nobody documents and the bottlenecks nobody talks about.
Almost 1,200 coaching calls in, the pattern is clear. The agents who win are the ones who stop selling one way and start leading their own agency.
Keep reading
Insurance agencyresources
Free guides and deep dives written for agency owners.
- The Insurance Agency Tech Stack: 7 Tools That Actually Save TimeRead Article
- How to Automate Insurance Renewals Without Losing the Personal TouchRead Article
- From Solo Agent to Agency Owner: The Systems You Need Before You HireRead Article
- Insurance Agency Lead Generation with Smart FunnelsRead Article
- Insurance Agency Client Retention Strategies for 2026Read Article
- AI & Automation for Insurance Agencies: The Complete GuideRead Article
- The Insurance Agency Bottleneck Nobody Talks AboutRead Article
Start on your own
Free tools foragency owners
Agent to CEO Assessment
15 questions, about 3 minutes. Find out if you run the agency or it runs you, the two areas to fix first, and whether coaching should start with you, your leaders, or the whole team.
Revenue Leak Calculator
Answer 30 questions about your agency. Get a personalized report showing exactly where you're losing money every month, and what to fix first.
Great coach!!! He helped me regain the confidence in my skills and still helping this sales rep find new and better ways to protect people! Found the love and joy in my career again!!! Best by Far! Thanks Jeremy
Nicole Diaz
★★★★★Google review
Before you book
What ownersask first
- Is this sales training?
- Sales is one piece. If it is your biggest gap, we start with Conversation to Coverage, the producer sales system. Most owners find the bigger gap is the agency underneath: structure, follow-up, the team, and their own time.
- I already run team meetings and role play.
- Good. What matters is whether they still happen when you are not the one running them. We coach your manager to carry it, so it does not live or die on your calendar.
- My team will not buy in.
- Buy-in is a coaching problem, not a personality problem. We name what the team is quietly learning, then rebuild the standard one conversation at a time.
- I do not have time to add coaching.
- That is the exact symptom we work on. If the agency needs you in every seat, you do not own an agency, you own a job.
- Do you only work with State Farm?
- No. I coach agents and agency owners across carriers, plus health. The owner gap, the team, and the sales conversation look the same whether the sign says State Farm, an independent shop, or a health agency.
No pitch deck. No pressure.
Book a free60-minute call
You give me an hour. We find the one gap costing you the most growth, whether that is sales, follow-up, the team, or the fact that everything still runs through you. You leave with something to use, whether or not we ever work together.
- A straight read on your biggest gap: sales, follow-up, team, operations, or your own seat.
- One or two things to work on this week, no strings attached.
- No pitch deck. No pressure. One hour, and you keep whatever you learn.