Brian Nate

Brian Nate is an authority on growing the bottom line of Insurance agencies from the inside out. Combining 19 years of “boots on the ground”, in the trenches insurance industry experience as a CSR, a Producer, an Agency Owner, a Marketer and a Sales Coach, Brian teaches Insurance professionals how to tackle one of the great struggles in any financial industry.  That is, how to create predictable sales and retention results. Over the years Brian, has experienced soft markets to hard markets, feast to famine, phones ringing off the hook to crickets, success to struggle, good partnerships to poor, exponential growth to industry average.  Using his proprietary methodologies, he has thrived in every range of market condition and now teaches those with clients.

Brian put his methodologies to the test in a 2-year study that resulted in 23% agency growth from the previous year, agency retention from 82% to 94.6%, and average closing ratio increase from 31% to 52%.  Since then, Brian teaches Insurance professionals the very same best practices he implemented in this exhaustive study, which catapulted real life results and eradicated any doubt that results CAN be predictable. Brian’s strategies lie a bit outside of the box, and he only works with clients who are prepared to take action and do business like no body else.

From large agencies to small, independent to captive, start ups to legacy agencies Brian has made it his mission to identify and focus on the best growth practices within the industry so that his clients can easily implement these best practices into their agency and experience unprecedented sales and retention success.