Agency Performance Partners

What Agency Performance Partners does

Agency Performance Partners (APP) is a privately held training and consulting company that sells standardized operating procedures, training programs, and process templates to independent insurance agencies in the United States. The core product, Agency School, is an on-demand video-based learning platform with quizzes, scripts, workbooks, and AMS-integrated tracking guides, supplemented by Live Virtual Training cohorts of 10-15 agents running over 10-week programs. The portfolio extends into individually priced training courses ($995 each), a catalog of process packs ($200 each, available as a 10-process bundle), and a tiered set of performance programs ranging from Agency Assessment and Emerging Agency Program (under 10 team members) to a 2-Year Agency Performance Program for 20+ team agencies and an Enterprise Solutions offering. Revenue is generated through one-time course and process-pack purchases, subscription-style cohort training, and a secondary branded merchandise line, all sold primarily through a direct e-commerce website and content channels including the 'Ridiculously Amazing Insurance Agent' podcast, YouTube, blog, and email newsletter. The company is bootstrapped (no disclosed funding), headquartered in East Greenwich, Rhode Island, and operates with a small 1-10 person team serving 'hundreds of agencies' across the US insurance vertical.

Name

Agency Performance Partners

Legal name

Agency Performance Partners

Website

https://agencyperformancepartners.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Agency Performance Partners is a bootstrapped US training and consulting company that sells standardized operating procedures, on-demand courses, process templates, and cohort-based live training to independent insurance agencies of all sizes.

Ownership category

akta.pro rank

Product category

Insurance Agency Training and Consulting

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Sales, Customer Service & Soft Skills Training (BPACANAD)

akta.pro secondary industry

Customer & Go-to-Market Onboarding (Sales/CS/Support) (EDABAOAH)

Keywords

• Insurance agency training
• Agency process templates
• Live virtual training
• Insurance sales coaching
• Agency performance programs

Headquarters

HQ city

East Greenwich

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Supply Chain

Revenue model

1. Professional Training Services: Live Virtual Training (LVT) programs delivered in cohorts of 10-15 participants over 10 weeks with instructor-led training, quizzes, videos, homework, and graded assignments. Also includes individual course purchases for Agency School on-demand content.
2. Online Course Products: One-time purchase courses including Commercial Insurance Sales Training ($995), How to Cross Sell Insurance ($995), How to Reduce Remarketing While Boosting Retention ($995), Plan & Execute Building Your Agency's Success Roadmap ($995), and How to Convert Inbound Insurance Calls ($995). Includes workbooks, scripts, video training, and sales manager guides.
3. Process Pack Products: Individual process templates and procedure packs for insurance agencies covering hiring, renewals, claims handling, endorsements, proof of insurance, client management, receptionist processes, reshopping, and more. Sold at $200 per pack. Bundle offers available for 10 Ridiculously Amazing Processes.
4. Branded Merchandise: Swag store selling insurance agent apparel and accessories including hoodies ($40-$45), t-shirts ($22-$39), coffee mugs ($10), caps ($34.95), and gift cards ($10-$100). Used for branding and agency marketing purposes.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core offering

Agency Performance Partners is an insurance agency training and consulting firm that helps independent insurance agencies standardize operations and grow. Its offerings combine the Agency School on-demand video learning platform, 10-week Live Virtual Training (LVT) cohorts, individual online courses, SOP process packs, and tiered performance coaching programs (Emerging Agency Program, Agency Performance Program, Agency Assessment, Enterprise Solutions). All content is purpose-built for the insurance industry and bundles proprietary frameworks such as WOW Customer Service and LEE cross-selling.

Product overview

Agency Performance Partners (APP) is a training and consulting company serving independent insurance agencies. The core offering is Agency School, an on-demand video training platform, complemented by Live Virtual Training (small group 10-week programs). APP's product portfolio consists of training courses covering sales, customer service, efficiency, leadership, retention, commercial insurance, and new-hire onboarding; process packs providing standard operating procedures for agency operations including hiring, claims handling, endorsements, new business, renewals, and remarketing; performance programs (Agency Assessment, Emerging Agency Program, Agency Performance Program, Enterprise Solutions); and branded merchandise (Ridiculously Amazing Agent swag). The company positions itself as the insurance industry's 'best friend' for growth strategies. Products are available individually or as bundles, with the 10 Ridiculously Amazing Processes Bundle offering comprehensive coverage of agency operations.

Differentiator

Problem solved

Functional benefit

Products and services

• Agency School On-demand video training platform providing quizzes, learning guides, scripts, and documents for insurance agency team members, covering Insurance 101, WOW Customer Service, 10 Agency Processes, sales training, and more; designed for agencies that want self-paced learning they can repeat and reference.
• Live Virtual Training (LVT) Cohort-based live training of 10–15 insurance agents from across the country learning the same topic over 10 weeks (with shorter 4-week programs), featuring quizzes, videos, live instructor-led training, and graded homework assignments; built for agencies that want accountability and structured progression.
• 10 Ridiculously Amazing Processes Bundle Bundle of ten essential process packs covering core insurance agency operations including hiring, claim handling, endorsements, new business, renewals, and remarketing, sold at $200 per pack individually or as a comprehensive bundle.
• Commercial Insurance Sales Training Course Online training course for commercial producers at insurance agencies, including a sales workbook, scripts, email templates, video training, a sales manager guide, and AMS tracking setup; priced at $995 per course.
• How To Cross Sell Insurance Course Online cross-selling training for insurance agency producers, with 400+ slides of video content, workbook, leader guide, role-playing videos, scripts, quizzes, and AMS tracking guides for Vertafore AMS360, Applied Epic, and Hawksoft; priced at $995.
• Insurance 101 Foundational insurance training program for new team members without prior insurance experience, launching July 2026, designed to help agencies onboard and develop agents hired for attitude and aptitude.
• Emerging Agency Program Coaching and performance program designed for small insurance agencies with under 10 team members, providing structured growth and operational support.
• Agency Performance Program 2-year comprehensive coaching program for insurance agencies with 20+ team members, focused on leadership, accountability, and operational transformation at scale.
• Agency Assessment Diagnostic assessment engagement for insurance agencies that evaluates performance and identifies priority improvement areas across sales, retention, operations, and leadership.
• Enterprise Insurance Solutions Enterprise-level consulting, training, and speaking engagements for large insurance organizations requiring customized solutions, organization-wide rollouts, and executive coaching.
• How To Hire Top Agency Talent Process Pack Process pack that provides an SOP framework for identifying agency roles, building attractive culture, and onboarding new hires, including a hiring playbook, recruiting guide, interview process, and retention strategies; sold at $200 per pack.
• Ridiculously Amazing Agent Branded Apparel and Accessories Branded merchandise store for insurance agents, including hoodies ($40–$45), t-shirts ($22–$39), coffee mugs ($10), caps ($34.95), and gift cards ($10–$100), used for personal branding and agency marketing.
• WOW Customer Service Training Customer service training built on APP's proprietary 6-step WOW Customer Service framework, teaching greeting, planning, mini reviews, conclusions, follow-up protocols, and the client piggy bank concept for insurance agency service teams.

Quantifiable outcome

• Insurance 101 launches July 2026 - comprehensive onboarding program for new insurance professionals
• +3 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature4 records

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Insurance Journal: Long-running media, education, and training provider serving independent insurance agents and brokers. Directly comparable to APP in offering training content, events, and educational resources to the same SMB insurance agency audience.
• AgencyEA: Operations and consulting firm focused exclusively on independent insurance agencies, providing SOPs, training, hiring, and operational support. Closely mirrors APP's positioning and customer base.
• The Producers Group: Sales training and consulting organization focused on insurance producers and agency owners. Overlaps with APP in commercial sales training and producer development offerings.
• Smart Harbor: Insurance-specific consulting and training company offering process design, sales training, and operational support to independent agencies. Comparable in vertical focus and SMB agency customer profile.
• Burton & Company: Insurance agency consulting and coaching firm providing performance coaching, sales training, and operational consulting to independent agencies — directly comparable service offering and customer.

Others

• FC&S Editors / Claims Pages: Long-standing insurance coverage and training reference provider for agents. Adjacent training/information source serving the same independent agent audience; not a direct competitor but a substitute for some training content.
• Insurance Career Training:

Broad incumbents

• Trusted Choice: Consumer-brand and member-services program for Big I independent agencies, offering marketing, training, and operational resources. Competes with APP on agency enablement and training.
• Independent Insurance Agents & Brokers of America (Big I): National trade association for independent insurance agents providing education, certification, and training resources. A much larger incumbent that competes with APP on training content for the same agent base, though as part of a broader membership ecosystem.

Regional players

• IIAT (Independent Insurance Agents of Texas): Regional independent agent association offering education, CE, and operational training to member agencies in Texas. Competes with APP in the same vertical within a specific U.S. geography.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/Appsinsurance
• YouTubeyoutube.com/channel/UC8ms7Cl-iMMMdhdw4IjucJg
• Facebookfacebook.com/agencyperformancepartners
• LinkedInlinkedin.com/company/agency-performance-partners
• Instagraminstagram.com/appsinsurance

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Agency Performance Partners