Agency Ascend AcademyAgency Ascend Academy

Services Guide · 2026–2027

Three tiers, one mission.
Help your agency ascend.

Built exclusively for California insurance agency owners ready to stop grinding and start scaling. Choose the level of support that fits where you are right now. Every tier is designed to move your agency forward.

Your Path

Start

Skool$97/mo

Grow

Retainer$750/mo

Transform

Transformation$5,000 flat

Start anywhere. Move at your pace.

Service Offerings
01Tier

Skool Community Membership

$97
per month

A monthly subscription giving insurance agents and their staff unlimited access to a growing library of training content, from onboarding new team members to continued development for existing agents and producers. Members receive practical resources, guides, and templates they can implement directly into their agency.

  • Live weekly Q&A coaching call to ask questions and get clarity on training module content so every concept gets applied correctly
  • Unlimited training content covering all 5 agency pillars: Mindset, Metrics, Systems, Team and Market
  • Resources, guides and templates built for CA insurance agents
  • Community platform to connect with other agents, share wins, and grow together
Monthly Subscription · Cancel Anytime · Best Starting Point
02Tier

Agency Support Retainer

$750
per month

Begins with a focused agency pain point intake to identify your most pressing priority. Sessions are built around solving that one challenge with intention and depth, because real implementation happens when you focus on one thing at a time.

  • Agency pain point intake to identify and prioritize your number one growth gap
  • Scheduled 1:1 strategy and implementation sessions as needed
  • Direct email access with 24 to 48 hour response turnaround
  • Full Skool access for you and your staff included
Monthly · Open to All Agency OwnersLimited Spots
03Tier

Agency Transformation Program

$5,000
flat investment

A three month, high-touch engagement to diagnose your agency gaps and install the systems that drive measurable lasting growth across all 5 pillars. The most complete transformation available.

  • Full agency evaluation covering pain points, VRC and Agency Prime metrics, and goal setting
  • Mindset management, staffing structure, and team development
  • Traffic, Leads and Conversions build out across personal lines, life, and business lines
  • Strategic implementation support across all 3 months
  • Full staff Skool access included for the duration of the program
3 Month Engagement · Cohort Based EnrollmentFlagship Offer

Entry Point

$97 / mo

Focused Support

$750 / mo

Full Transformation

$5,000 Flat

Additional Consulting

$150 / hr

Not sure which tier fits?

Reach out and we’ll talk through where your agency is today and the smartest next step.