The Tools You Need To Grow Your Agency

Welcome to the Agency Owner's Academy Resources section, a custom curated list of tools and websites I strongly recommend for building and optimizing your agency.

I have used (or created) every recommendation on this page. Many of these resources are essential to running my own agency.

Before you get started with these trusted resources, here's an important disclosure.


LeadPages™ is my favorite tool for creating quick and easy landing pages.

LeadPages helps you convert viewers into subscribers or buyers. Best of all, it works both with WordPress and non-WordPress sites.

I highly recommend it for building product landing pages on your website and collecting email addresses from your website visitors.


CoSchedule is my go-to content marketing calendar.

CoSchedule lets me plan and schedule my website content even before I publish it.

My favorite feature is being able drag and drop curated content and my own posts on one calendar. Plus, I can easily reshare old blog posts with just a couple of clicks.


ConvertKit is my number one recommendation for email list management and building.

ConvertKit makes it easy to create great-looking signup forms and autoresponders.

The best part about ConvertKit is segmenting my subscribers into groups so they only get content about the insurance products they care about.

Customer Service Is Just Foreplay

Customer Service Is Just Foreplay: Written by independent insurance agents, this is the definitive handbook for agency owners who want to  separate themselves from their competition.

The authors (both friends of mine) have laid out a step-by-step road map for creating a modern customer experience. Everything from automating your sales pipeline to taking online payments and more.

FREE Audio Book Download

Audible FREE Trial: I love to feed my brain, but I've got a busy schedule. That's why I love listening to audio books from my phone on-the-go with Audible.

Download any audiobook (even the one right above here), FREE when you try Audible for 30 days. Choose from 180,000+ best sellers, new releases, sci-fi, romances, mysteries, classics and more.

FREE Guide To Online Prospecting Success

The Definitive Guide To Harvesting Leads From LinkedIn: I wrote this FREE eBook to share one of my most successful online prospecting strategies.

I'll walk you step-by-step how to drive leads to your website from LinkedIn and convert them into clients.