Serving the Insurance Distribution System.

With Broker’s Path, you have a true ally and strategist uniquely qualified to help your agency navigate the increasingly complex operational and perpetuation roadmap. Rather than just tell you what moves you should make, as most consulting firms do, our expert team shows you precisely how to make them – more quickly leading to heightened operational excellence while steadily growing your enterprise value.

We’ve been in your shoes and know from experience what it takes to excel. The pathway to achieving your goals has a beginning, a middle, and an end. We’re here as a trusted guide to keep you on track and on target every step of
the way.

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Articles & Publications

Graphic of documentsTwo Trains Leave the Station
Recently, I was reminded of my days as a lad, chalk-boarding algorithms after school under the scornful eye of Sister Mary Nun-Chucks... Read More »

Graphic of documents"Personal" Preference
Anyway, this month's Pathway's Report may surprise you. That's because it surprised me, too. I thought: "Cripe! Really? They (you) don't want to hear this."Read More »

Graphic of documentsThe Hot Stove Theory of Agency Management
Everyone loves a wood stove burning on a cold winter's night. Watching those amber vapors dance behind fire proof glass can light-up even the dimmest of souls… Read More »

We are results-driven

and help you drive measurable performance across all key financial and operational components of your organization.

We show you what to do

and how to do it. As agency owners, Producers and CEO's, we bring invaluable expertise to the areas where you need it most.

We bring confidence to

your approach with long-term strategies that guide your leadership – not short-term tactics with limited scope and impact.