ABU 2026 – Presentation Resources

Let’s Figure Out What’s Actually Holding Your Agency Back

This takes about 10 seconds. You’ll get practical resources and a clearer next step based on where your agency feels stuck.

How do you feel about your agency right now?(Required)

I need to fix my operations

I know what’s broken, I need a plan

I want to grow, but structure isn’t there yet

I’m starting to think about an exit

I’m overwhelmed and not sure what to do

I want to burn it all down (respectfully)

I want to learn more

Pick the answer that feels closest right now.

How many people are on your team?(Required)

Just me

2–5

6–10

11+

Where does your agency feel the most broken right now?(Required)

Lead intake / quoting

Service workload / endorsements

Staff accountability

Technology not delivering

I don’t know my numbers

Everything feels reactive

Which of these do you currently have in place?

Documented workflows (SOPs)

Defined roles & responsibilities

Centralized intake system

Clear KPIs / reporting

Automation that actually works

None of the above

Select all that apply.

Would you like help fixing this faster?

Yes — I’d like to talk through my situation

Maybe — send me more info first

Not right now

Would you be open to a conversation about what your agency is worth today?

Yes — I’m open to that conversation

Maybe later

No, I’m only interested in improving operations right now

What is one thing you wish worked better in your agency?

Optional, but helpful if you want a more relevant follow-up.

Where should we send your resources?

You’ll receive the agency self-audit, key numbers checklist, and 30-day roadmap.

Name(Required)

First Last

Email(Required)

Phone

Agency Name

Email Consent(Required)

I agree to receive email communication with resources, updates, and follow-up from Jessica Holder.

Request Your Proposal Here

Are you ready to save time, aggravation, and money? The team at Eclipse Insurance Agency is here and ready to make the process as painless as possible. We look forward to meeting you!

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