Frequently Asked Questions

What is an insurance agency peer group?

The 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 The 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.

How much does The Insurance Peer Group cost?

Membership is an annual commitment, and pricing depends on the group and format. We walk through the details on your 30-minute call, so you know exactly what it costs before you decide.

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?

The Insurance Peer Group is led by Kyle Gorman, co-founder of Gadal Strategies. Kyle has been consulting with independent insurance agencies since 2011. In 2020, he started bringing agency clients together to work through the same challenges, and that became The Insurance Peer Group.

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.