Agency Performance Partners
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.
- Company typePrivate
- Founded2016
- HeadquartersEast Greenwich, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
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.
Agency Performance Partners firmographics
Firmographics- 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
Agency Performance Partners industry classification
Industry- 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
Where Agency Performance Partners is headquartered
LocationHeadquarters
- HQ city
- East Greenwich
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Agency Performance Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations, Supply Chain
Revenue model
- 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.
- 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.
- 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.
- 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
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Online Training Courses - Full Programs |
| One time/ perpetual license | Pay-as-you-go | Process Packs - Individual Templates |
| Subscription | Pay-as-you-go | Live Virtual Training Programs |
| Unit Pricing | Pay-as-you-go | Merchandise - Apparel and Accessories |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels8 records
Agency Performance Partners product offering
Product offeringCore 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
Companies that use Agency Performance Partners
Customer profileNamed customers9 records
Segments5 records
Ideal customer profiles3 records
Agency Performance Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature4 records
Agency Performance Partners partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights5 records
Agency Performance Partners competitors and assessment
Company assessmentDirect 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
Agency Performance Partners social profiles
Digital presenceAgency Performance Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Agency Performance Partners leadership team
Management profileNumber of profiles
Profiles2 records
Agency Performance Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Agency Performance Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Agency Performance Partners
What does Agency Performance Partners do?
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.
Is Agency Performance Partners a public or private company?
Agency Performance Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Agency Performance Partners founded?
Agency Performance Partners was founded in 2016. It employs 1 to 10 people.
Where is Agency Performance Partners based?
Agency Performance Partners is headquartered in East Greenwich, United States, in the North America region.
How does Agency Performance Partners make money?
Four revenue lines are on record. Professional Training Services are the primary driver. The others are online Course Products, process Pack Products and branded Merchandise.
Who are Agency Performance Partners's main competitors?
Direct peers on record are Insurance Journal, AgencyEA, The Producers Group, Smart Harbor and Burton & Company. Others are FC&S Editors / Claims Pages and Insurance Career Training. Broad incumbents are Trusted Choice and Independent Insurance Agents & Brokers of America (Big I). IIAT (Independent Insurance Agents of Texas) is listed as a regional player.
Does Agency Performance Partners have an API?
No public API is recorded for Agency Performance Partners.
What industry is Agency Performance Partners in?
Agency Performance Partners's product category is Insurance Agency Training and Consulting. Its primary akta.pro industry code is BPACANAD, Sales, Customer Service & Soft Skills Training, with a secondary code of EDABAOAH, Customer & Go-to-Market Onboarding (Sales/CS/Support). Its SIC code is 8742.