Tools

A few things I built that might save you from a bad number.

Free, no email, the math shown. I made these for myself and figured I'd leave them out where you can find them. Nothing here phones home; the arithmetic is yours to check.

● live tool

Agency Pro-Forma

Build an insurance agency five years out. Break-even, cash, EBITDA, and valuation move live as you type. Ported from my working model, with every formula on the page.

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● live tool

Close-Rate Diagnostic

Segment your close rate by lead source and find exactly where your time is leaking. Every number shows its math.

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The Multiplier Threshold

Find the crossover where developing producers out-produces selling yourself. The number most owners cross too late.

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Agency Health Check

Comp ratio, revenue per employee, EBITDA margin, each read against the band the best agencies run in. The numbers that predict survival, not the one that hides it.

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Book Tiering Worksheet

Drop in your accounts; watch the book split into A/B/C tiers and surface the high-value monoline clients that are your cheapest growth.

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○ the next one

Built for my own problems first

Each of these started as a spreadsheet I needed. If there's a number in your business you can't see clearly, tell me what it is.

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