Contact Us
We have a team of amazing coaches eager to help your agency
Learn more about each coach below, and reach out to them directly if you'd like to learn more about their program and what they can bring to your agency.
Meet Our Coaches
Weston Price
Agency Development Specialist
With over a decade in the insurance industry, I’ve helped agencies generate $10M+ in additional revenue by transforming operations from chaos to clarity.
Helped agencies go from Emerging to Elite in under 12 months
Known for hands-on agency development and execution
Focused on real-world strategy—not theory or fluff
What I Do Best:
Guiding agency owners and managers through proven processes
Performance forecasting and operational execution
Building systems and accountability that drive real growth
Who I Work With:
Agency owners and managers
who are:
Coachable, committed, and ready to scale
Tired of chaos and ready for clear, strategic systems
Focused on achieving Elite-level performance
If you’re serious about scaling with clarity, structure, and results—I’m here to help you make it happen.
Mark Mercer
Marketing & Growth Execution
As a third-generation Allstate agency owner, I’ve grown a $1.8M book into a $40M+ operation over the past decade by:
Scaling from 1 employee to 25+ remote team members nationwide
Transitioning to 85% remote operations
Increasing sales from 150 to 700+ items/month
What I Do Best:
Build and lead high-performing remote sales teams
Optimize lead generation and performance
Implement accountability systems for scalable growth
Who I Work With:
Agency owners focused on:
Hiring and managing remote teams
Buying and analyzing internet leads monthly
Making data-driven decisions
Creating structure and accountability for remote success
If you're ready to grow with intention and strengthen your team, let’s work together!
Danielle Bazin
Serial Entrepreneur & Work/Life Balance
I launched my agency from scratch in 2016 with zero insurance background — today, I’m approaching $19M in premium, nearly doubling my book through organic growth and acquisitions.
Ranked Top 3 in new business production in Indiana for the past 3 years
Achieved Inner Circle Elite/Pinnacle Elite 3 of the last 5 years
Built a self-sustaining agency, giving me freedom to raise my 4 kids and run multiple businesses
What I Do Best:
Scaling through smart structure, acquisitions, and remote staffing
Coaching mindset shifts for agency owners
Building businesses that run without daily owner involvement
Who I Work With:
Agency owners focused on:
Growth through acquisitions and intentional team building
Leveraging remote staffing for efficiency
Creating a business that supports your life, not the other way around
If you're ready to scale without burning out, I’d love to help you get there
Matt Black
Agency Scaling & Leadership Development
With nearly 20 years of experience and a $30M+ book, I’ve built one of the region’s top-performing Allstate agencies—growing from scratch through smart acquisitions, organic growth, and strong internal leadership.
Built and managed a fully remote team of 20+ employees
Created leadership roles that drive performance without daily owner oversight
Scaled through structure, strategy, and sustainable systems
What I Do Best:
Implementing leadership structure and process improvement
Growing and managing high-performing remote teams
Creating accountability systems that support owner freedom
Who I Work With:
Agency owners focused on:
Scaling without being tied to the day-to-day
Building strong internal leadership
Streamlining operations and remote team performance
If you’re ready to step back without losing momentum, I’ll help you build the structure to make it happen.
Paul Guerrero
Relationship Marketing Strategist
I built a $23M agency from scratch—without leads or mailers—by mastering relationship-based marketing and forming deep partnerships with lenders and realtors.
Started my agency in 2005 as a second-generation Allstate agent
Lead a powerhouse team of 17
Donated $100K+ this year to causes our team cares about
What I Do Best:
Teaching agents how to grow through authentic, value-driven relationships
Leveraging referral partnerships in real estate and lending
Perfecting face-to-face marketing that lasts
Who I Work With:
Agency owners who want to:
Build a business through genuine connection, not cold sales
Become the go-to partner in their community
Create long-term growth through relationship marketing
If you want to grow your agency with purpose and real partnerships, I’m here to help you do just that.
Alex Morgan
Agency Exit & Scale Consultant
After 15 years leading a top-performing second-generation Allstate agency—including earning Inner Circle honors and building a self-sustaining team—I successfully exited the business in 2025.
Built a profitable, scalable, and sellable agency
Background in accounting (PwC) and startup growth
Led one of Florida’s strongest Allstate teams
What I Do Best:
Coaching agency owners to build operational clarity and enterprise value
Creating scalable systems and data-driven strategies
Guiding owners through the mindset shift from operator to leader
Who I Work With:
Agency owners with two key focuses:
New Allstate owners in Florida ready to build strong processes from day one
Experienced owners planning to exit in 3–5 years and ready to start scaling intentionally
If you're ready to stop working in the weeds and start building a business that works for you—and one day without you—I’m here to help.
John Larson
Agency Acquisition & Exit Advisor
With over 30 years in the Allstate system, I’ve done it all—CSR, LSP, Sales Manager, Owner—and built and sold 12 agencies across five states. I scaled a $35M+ agency in under two years and earned top honors like Inner Circle, Chairman’s, and Best in Zone.
Built, scaled, and sold 12 agencies nationwide
Grew a $35M+ book in less than two years
Brings deep, hands-on experience from every seat in the agency
What I Do Best:
Coaching leadership at every level of the agency
Guiding smart agency acquisitions and exit strategies
Building loyal, high-performing team cultures with proven systems
Who I Work With:
Agency owners who are:
Preparing to buy or sell an agency within the next few years
Looking to strengthen leadership and team culture
Ready to scale operations with intention and long-term value
If you're ready to lead better, grow smarter, or plan your next move—I’ve walked that path and can help you take the next step.
Josh Knowles
Agency Culture & Growth Consultant
After 15 years as a bar and restaurant owner, I jumped into insurance in 2016—and never looked back. I quickly became a top 10 national commercial producer and have earned Pinnacle Elite and Honor Ring honors multiple times.
Doubled my agency through organic growth and a strategic merger
Helped other agency owners purchase and grow successful agencies
Nationally ranked in commercial production
What I Do Best:
Building winning office cultures and strong team dynamics
Creating efficient marketing systems that drive results
Maximizing growth across commercial, life, and more
Who I Work With:
Agency owners who are:
Ready to lead with intention and build thriving teams
Looking to grow through mergers or better marketing execution
Focused on maximizing opportunity and culture in their agency
If you're ready to grow with purpose and create a team that thrives, let’s get to work
Julie Alvarenga
Relationship Marketing Strategist
With over 13 years in the insurance industry, I worked my way up from LSP to VP of Operations—and in 2023, I launched my own agency. Within six months, I grew a $5M book into an Elite-level, National Summit-recognized agency.
Scaled to $16M+ and 4.0 status by August 2024
Acquired two additional agencies in under a year
Built growth through operational efficiency and a high-performance team culture
What I Do Best:
Streamlining operations for scale
Building and leading winning teams
Leveraging technology and AI for smart, sustainable growth
Who I Work With:
Agency owners who are:
Launching, turning around, or scaling their agency
Ready to lead with clarity and execute with precision
Looking to implement systems that fuel growth and efficiency
If you want to scale smarter and build a high-performing agency that runs with intention, I’m here to help.
Mayra Menchaca
Remote Agency Systems & Culture Strategist
I launched my scratch agency in 2022 with no book and no shortcuts—just vision, grit, and a plan. In less than three years, I scaled to over $12M in premium through strategic processes, one key acquisition, and a 90% remote, high-performing team.
Grew from $0 to $12M+ premium in under 3 years
Built and led a 90% remote team
Scaled through intentional systems and operations
What I Do Best:
Streamlining agency operations and workflows
Building strong, remote team culture
Designing systems that support sustainable scale and owner freedom
Who I Work With:
Agency owners who are:
Ready to simplify and scale with structure
Looking to create documented systems and accountability
Building a business that runs without constant owner involvement
If you want to attract top talent, operate with clarity, and drive consistent results—I’d love to help you build it.
Coming Soon
Agency Acquisition & Exit Advisor
Coming Soon
Coming Soon
Agency Culture & Growth Consultant
Coming Soon
Frequently Asked Questions
What makes this program different from other coaching programs?
We don’t do cookie-cutter advice. This program is built by agency pros, for agency pros—based on real experience in the trenches. Everything we teach has been battle-tested inside real agencies and is designed to drive measurable results, fast. This isn't a weekly motivational call, this is hands on and diving in with you showing you the actual, actionable steps to take towards growth.
Who is this coaching program best suited for?
It’s designed for growth-minded agency owners and teams—whether you're struggling to scale, tired of constant turnover, or ready to take your systems and performance to the next level. If you’re serious about growth, this is for you.
What kind of results can I expect?
Our clients see improvements in team productivity, premium growth, client retention, and overall operational efficiency—often within the first 60 days. We help you implement real systems, not just give you motivation.
How much time will this take?
We built this program with busy agency owners in mind. You’ll get structured weekly calls, plug-and-play tools, and clear action steps. Expect to commit 2–4 focused hours a week—with a high return on that time investment.
Do you offer one-on-one support?
100% Yes. While the core program includes group training and tools, it is also personalized support, call reviews, performance audits, and strategy sessions tailored to your agency’s specific needs.
What if my team isn’t fully on board yet?
That’s exactly why we exist. We help align your team, get buy-in, and build momentum. We’ve got the frameworks, scripts, and onboarding support to get everyone rowing in the same direction—fast.
