Your brokerage doesn't have a sales problem. It has a pipeline problem.
The pipeline you have runs on relationships that took a decade to grow, networks that age out, referrals that come when they come. It works, until it doesn't.
What's missing is structure. A way to find the right prospects, design messages that earn a reply, and run a sequence your team can actually sustain. Not cold-calling. Not blasting. A deliberate pursuit.
The work doesn't disappear. Your team still picks up the phone. They still send the mail. They still sit with the silence after an unanswered email. What changes is the leverage. The cadence is built. The audience is defined. The narrative threads. Effort gets pointed at the right targets, in the right order, with the right words, at the right time. Structure, system, and scale become your advantage.
Your pipeline stops being a function of who someone happens to know.
Most brokerages have no pipeline. Pipeline Growth trains producers to build intentional, consistent, revenue-building pipelines - an asset that stays with the brokerage when referrals run dry or producers change shop.
A coordinated campaign aimed at a researched list of commercial prospects. Email, phone, mailed brochures, one-pagers, articles, and white papers - all threaded into one compounding narrative so each touch builds on the last.
Fed with new leads, the pipeline runs on autopilot until a renewal date or response is recorded. The Cold Sales Pipeline gets your name recognized.
This ring converts what the cold ring uncovered. With a renewal date in hand, outreach begins 100 days out, builds to a deliberate crescendo across the 50-to-30 day window, then tapers into the renewal date itself.
The crescendo isn't accidental - it forces a real comparison instead of an autopilot renewal. By the renewal date, switching brokers has stopped feeling optional. The Renewal Sales Pipeline is the closer.
The work that begins the day the policy binds. Content such as year-end thinking, claims debriefs, subject-matter notes, the occasional check-in that costs nothing and earns a stronger relationship and boosts client retention.
Done well, this ring is what makes your client a referral source, not just a renewal.
Together, the three pipelines become a valuable brokerage asset - one a new broker, or a brokerage entering a new market, can leverage to generate revenue without a referral network.
The Pipeline Growth structure lets sales teams compete with the best: build a database of renewal dates, raise close ratios, and strengthen client retention. Three pipelines that serve each stage of the client lifecycle.
Learn the systemMost outreach fails because one of these is missing or weak. The system is only as strong as the thinnest of the three.
Who you're targeting, what makes you different, and how your offering lands. Settled with precision before a single message goes out, so the system has something true to say to the right people.
A structured set of touchpoints across email, phone, mail, and the printed page. Timed and written so each touch earns the next, and nothing gets sent in isolation.
Every touchpoint, the emails, the calls, the articles, the brochures, threads into one continuous narrative. By the fifth touch, your firm starts to feel inevitable. By the fifteenth, ignoring you starts to feel irresponsible.
Successful pipelines aren't just emails and calls. The eight surfaces below are some of the tools we use to drip a single story across months and years.
The most direct touch. Rarely the first, never the last. Used to convert warmth into a meeting.
The narrative spine. Each email earns the next, references the last, and threads back to a specific thesis.
Physical presence. Editorial, not promotional. The piece a prospect keeps on the desk, then in the drawer.
A single thesis on a single page. Tactical, vertical-specific, designed to be read in under five minutes.
Subject matter notes, market updates, year-end reflections, claims debriefs. Built to be linked from emails.
Evergreen authority. The piece a prospect saves. The kind of thing that gets passed sideways inside a firm.
Industry magazines, online journals, trade outlets. Earned credibility we can reference for years.
Rare, but powerful when the material is there. Personality and voice the written word can't carry alone.
The digital divide has reversed. Digital is cheap, ubiquitous, and often fake. Physical is the premium product now, and Pipeline Growth incorporates multiple physical elements into our pipelines.
A half-day intensive, online or in-person, distilled from more than a decade of trial and error into a repeatable method to identify prospects, position your outreach, and execute. With the training and take-home materials, you'll have a working pipeline built and deployed in under a month.
By the end of the session, you'll have the framework, the cadence, and the playbook to run a Cold Sales Pipeline and start collecting renewal dates.
Live online sessions Interactive cohorts with live Q&A, scheduled throughout the year. Open to individuals or full teams.
In-person, on request On-site delivery for groups of eight or more.
Who it's for Account Executives, producers, and sales leaders. Individually or a sales team. Pipeline Growth may be the greatest ROI in the education expense category.
Support included Email and phone access for 30 days after the session.
Need it built for you instead?
For firms with budget and no time. We build the whole campaign; lists, copy, brochures, cadence. Your team implements and executes. Custom Build · from $6,000 per market
Inquire →The first three years of an insurance career are the hardest. This is the system experienced producers wish they'd had on day one, before they spent a decade discovering what works through trial and error. A documented motion you can run while your network is still small.
Senior, junior, doesn't matter. If you're moving into accounting firms, manufacturing, healthcare, technology, or any market where you don't already know the names, this is how you get a seat at the table. The system replaces the network you haven't built yet.
Predictable revenue requires a predictable inflow. A team running a documented cadence produces a forecast you can plan against. You see what's likely closing in Q3 by the end of Q1, not the week before. Pipeline becomes a competency the firm owns, rather than a few people's hidden talent.
Four reports from the firms running it.
We saw a 65% engagement rate, generated over $150,000 in revenue within the first six months, and have more than $500,000 in additional opportunities in the pipeline.
The engagement was strong right out of the gate, at around 48%, and quickly translated into hundreds of thousands of dollars in qualified opportunities.
Dane elevated how we show up in the market. We're more confident and precise in how we approach firms, more consistent in our outreach, and it's clearly resonating with the right ones.
It's not just strategy, and it's not just execution. It's both, working together. Every piece connects - the positioning, the messaging, the materials, the outreach. It's all deliberate.
The four benefits, the three pipelines, the training offer. Two pages, ready to read later or hand to a producer.
Pipeline Growth runs as a complete service in its own right. The brokerages running it have generated millions in opportunity from the system.
Brand and social shape what a prospect finds when they go looking. Brand makes the first impression and sets the tone. Social is what happens when the brand speaks. Few prospects follow a brokerage by choice, but most check the page before they decide where to place their business. Three services, three jobs. Each one earns its keep on its own.
Fifteen minutes on the phone. No slides, no pitch, no pressure. Just a conversation about what a working pipeline system would look like inside your firm.
