IC3

What IC3 does

IC3 (Intellectual Capital Coaching Corporation) is a privately held Canadian executive coaching and consulting firm founded in 1997 by Rick Bauman and headquartered in Barrie, Ontario. The company specializes in helping independent insurance brokerage principals and ambitious business leaders build what it terms "high-performance organizations" through a structured methodology called the Passionate Enterprise Model. The core technical offering is a suite of proprietary diagnostic tools and frameworks — including the Results Accelerator assessment, the 8 Vital Signs framework, Culture Self Assessment, Stay Interview Template, Vision Creator, Guiding Principles Clarifier, Closed-Loop Strategic Planning Process, and the Opportunity Guard and Lifestyle Blueprint sales systems. These tools are delivered through an online assessment portal (assess.coach/ic3/) and gated via downloadable resources on a HubSpot-backed insights site (insights.ic3.ca).

The company's revenue model is professional services subscription-based, sold through a consultative enterprise field-sales motion organized into three tiers: Passionate CEO (entry-level, 5 coaching calls plus 8 monthly sessions), Passionate Enterprise Starter (annual, tools/training/coaching/consulting on 2-3 key projects), and full Passionate Enterprise (3-year strategic transformation with monthly coaching and access to all tools). Pricing is quote-based and not publicly disclosed. Sales are driven by free diagnostic assessments as lead magnets followed by discovery conversations with coaches. Distribution is regional (Canada-wide), targeting primarily SMB-segment independent insurance brokerages with deep vertical focus, supplemented by a secondary segment of generic ambitious entrepreneurs. The company operates a peer community called the Broker Performance Group with monthly forums that add ecosystem value beyond individual engagements.

IC3 is founder-led and bootstrapped with no external institutional funding, no acquisitions, no parent company, and a small team of 1-10 employees. Its customer base consists of insurance brokerage SMBs across Canada, with named reference customers including PVI Prairie Villa Insurance, BSI Insurance Brokers, Kootenay Insurance Services, Harvard Western Insurance, and Bakova Group of Companies. Marketing is content-driven via blog (2-3 posts/month), LinkedIn presence, free downloadable tools, and an email newsletter.

Name

IC3

Legal name

Intellectual Capital Coaching Corporation

Website

https://ic3.ca

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

1–10 employees

Short description

IC3 is a Canadian executive coaching firm founded in 1997 that helps independent insurance brokerage owners and ambitious business leaders build high-performance organizations through its proprietary Passionate Enterprise framework, assessments, and tiered multi-year coaching engagements.

Ownership category

akta.pro rank

Headquarters

HQ city

Barrie

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Coaching Services: IC3 generates revenue through professional coaching services structured in tiered programs. Programs include Passionate CEO (5 one-hour coaching calls plus 8 monthly sessions), Passionate Enterprise Starter (support with tools, training, coaching, consulting, and monthly calls), and full Passionate Enterprise (3-year strategic planning with monthly coaching). Revenue is generated through multi-month engagement contracts.
2. Sales Training Programs: Specialized training programs for insurance professionals including The Opportunity Guard Sales System and The Lifestyle Blueprint Sales System, providing structured sales methodology for insurance brokers.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

IC3 (Intellectual Capital Coaching Corporation) provides business coaching and consulting services primarily for independent insurance brokers and ambitious business leaders, helping them build high-performance organizations. Its core offering is the proprietary Passionate Enterprise program, delivered in tiered engagements with monthly coaching, supported by specialized sales systems (The Opportunity Guard, The Lifestyle Blueprint) and peer networking via the Broker Performance Group.

Product overview

IC3 (Intellectual Capital Coaching Corporation) is a coaching and consulting firm offering business coaching services primarily for insurance brokers and entrepreneurs. The core offering is the Passionate Enterprise program, available in three tiers (Passionate CEO, Passionate Enterprise Starter, and full Passionate Enterprise), along with specialized Insurance Professionals programs featuring The Opportunity Guard™ and The Lifestyle Blueprint™ sales systems. Supporting tools include the Results Accelerator Assessment, Culture Self Assessment Checklist, Stay Interview Template, The Vision Creator™, Guiding Principles Clarifier™, Closed-Loop Strategic Planning Process™, My Best Week planner, and the 8 Vital Signs framework. The company also facilitates peer networking through the Broker Performance Group.

Differentiator

Problem solved

Functional benefit

Brands

• Passionate Enterprise: A comprehensive coaching program designed to help ambitious business leaders build high-performance organizations through strategic planning, leadership development, and accountability systems.
• Passionate CEO
• Passionate Enterprise Starter
• The Opportunity Guard Sales System
• The Lifestyle Blueprint Sales System
• Broker Performance Group

Products and services

• Passionate Enterprise A comprehensive coaching program for ambitious business leaders to build high-performance organizations through strategic planning, leadership team development, employee engagement, accountability systems, and monthly coaching calls.
• Insurance Professionals Program Specialized coaching program for independent insurance brokers addressing hard market conditions, talent challenges, organic growth strategies, sales systems, leadership development, and peer networking through the Broker Performance Group.
• The Opportunity Guard Sales System Proprietary sales system designed for insurance brokers working with commercial clients, transforming sales teams into risk advisors through structured sales methodology.
• The Lifestyle Blueprint Sales System Proprietary sales system for insurance brokers targeting personal clients, providing structured methodology for personal lines sales improvement.
• Broker Performance Group Peer networking group for insurance broker leadership teams featuring monthly forums and best-practice sharing opportunities, available alongside coaching engagements.

Quantifiable outcome

• Clients report doubled business volume through implementation of the Passionate Enterprise Model
• +3 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators3 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• ActionCOACH: Global business coaching franchise serving SMB owners with tiered coaching programs and proprietary frameworks — directly comparable business model to IC3's Passionate Enterprise tiered offerings, but at much larger scale.
• FocalPoint Coaching: Business and executive coaching franchise built around Brian Tracy methodologies, serving entrepreneurs with structured coaching engagements — comparable to IC3's CEO-level coaching and strategic planning focus.
• The Rainmaker Companies: Insurance-industry consulting and coaching firm that helps independent agencies with sales systems, leadership, and producer development — closely mirrors IC3's Opportunity Guard and Lifestyle Blueprint sales systems for insurance brokers.
• Strategic Coach: Dan Sullivan's entrepreneur coaching firm offering multi-year structured programs for founders and executives — directly analogous to IC3's multi-year Passionate Enterprise tier with proprietary frameworks and accountability cadence.
• Reagan Consulting: U.S.-based consulting and benchmarking firm that works with insurance agencies on growth, producer development, and operational performance — directly comparable to IC3's coaching focus on insurance brokerages and leadership teams.
• Scaling Up (Gazelles): Verne Harnish's growth coaching organization using the Rockefeller Habits/Scaling Up framework with certified coaches serving SMBs — comparable methodology-driven coaching model to IC3's Passionate Enterprise framework.

Broad incumbents

• Sandler Training: Large established sales training and coaching franchise serving multiple industries with a proprietary sales methodology — overlaps with IC3's Opportunity Guard and Lifestyle Blueprint sales systems but operates at much broader scale.

Others

• Trusted Choice (Big "I"): Independent Insurance Agents & Brokers of America consumer brand and member services platform — adjacent ecosystem participant that provides business resources to the same insurance broker customer base IC3 serves.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ic3

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 IC3