Frequently Asked Questions

What is an insurance agency peer group?

An insurance agency peer group is a small group of agency owners who meet regularly to share best practices, work through business decisions, and hold each other accountable. We run facilitated peer groups for independent P&C agency owners across the United States.

Who can join Insurance Peer Group?

Independent P&C insurance agency owners, typically with $500K or more in annual revenue. We don't work with captive agents or national brokers.

Will I be in a group with my competitors?

No. No two members of a group compete in the same market. That rule is what allows members to share openly.

What if I'm not comfortable sharing my numbers?

That's a common concern, and it's a fair one. You decide what you share and when. Most members start with general challenges and open up more as trust builds. Because nobody in the room competes with you, and [every member agrees to keep group discussions confidential], the group becomes one of the safest places to talk about your agency.

How often do groups meet, and is it virtual?

Groups meet once a month for about two hours on Zoom, so agency owners can join from anywhere in the country. We also meet in-person twice a year for deeper dives and strategic planning.

Is the Insurance Peer Group tied to any carrier or vendor?

No. We are completely independent and not affiliated with any carrier, software company, agency management system, or vendor, so nobody is selling you a product in the meetings.

How is a peer group different from an industry conference?

Conferences give you general information from the stage. A peer group gives you specific advice about your agency from the same small group of owners every month, plus accountability to actually act on it.

Who leads the groups?

Every group is facilitated by Kyle Gorman, co-founder of Gadal Strategies. Kyle has 15+ years of insurance agency consulting experience and has facilitated agency owner peer groups nationally since 2020.

How do I join?

Fill out the application on the Apply page and book a 30-minute conversation. We'll decide together whether a group is a good fit.