The Agency Optimizer Process

We help owners optimize the value of their agencies.
Enhance the financial and emotional rewards of your business.

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Elevating Your Agency Into a High-Performing Asset


Developed by INEX, the Agency Optimizer ProcessTM helps you optimize the value of your independent insurance agency, increasing your earning potential while also gaining additional enjoyment from your business and improving personal and professional relationships.

Agency principals often operate with varying degrees of effectiveness over their careers as their agencies develop and reach revenue plateaus that become difficult to break through. You find yourself working harder for the same money or less. You also put off long-term goals while responding to day-to-day crises. Most significantly, you aren’t experiencing the potential rewards that can be derived from your business or realizing its full value.

The Agency Optimizer Process™ enables you to move your agency into the range of high performance. This multi-step process is composed of five stages.

Transform Your Agency


The Strategic Vision Session

We assess your agency’s current situation – both good and bad – and create a powerful new vision for your future and that of the agency.


The Obstacle Review

We assist in identifying the obstacles standing in the way of growth and additional rewards and design strategies to overcome them.


The Agency Optimizer Toolbox

We provide extensive tools, resources, and expertise to help you achieve your vision. Our decades of experience in budgeting, operational and financial reviews, perpetuation planning, carrier relationships, premium finance, and mergers & acquisitions position you for success.


The Agency Implementer

We help you use these and other tools to implement necessary changes.


The Optimizer Process Review

We provide an ongoing review of the new processes and changes to ensure your vision becomes a reality.

Moving Your Vision Forward

As your partner, we ask what you see in your future and help you make it happen. This involves discussing your succession plans – whether internal or external – and together determining what path is right for you and your agency. We will take a deep dive into your agency and business best practices and KPIs to measure results and determine how we can help improve your operation. Our objective is to optimize the value of your agency for greater financial rewards today and when you are ready to sell.

From business strategy to customer experience and go-to-market readiness, INEX plans, designs, and delivers transformative solutions.