LogoShield
Insurance Growth Advisory
$0.0M

new written premium generated for 37 agencies in 24 months

Your book has a ceiling. We remove it.

We dissect loss ratios, rewrite producer compensation plans, and build referral pipelines that agency principals actually follow through on.

Meet the Bench
37
Agencies Served
24mo
Average Engagement
94%
Client Retention
$14.2M
New Written Premium
Loss Ratio Analysis·Producer Compensation Restructuring·Carrier Appointment Strategy·Referral Pipeline Development·Retention Architecture·E&O Risk Mitigation·Contingency Bonus Recovery·Book Segmentation·MGA Vertical Expansion·Loss Ratio Analysis·Producer Compensation Restructuring·Carrier Appointment Strategy·Referral Pipeline Development·Retention Architecture·E&O Risk Mitigation·Contingency Bonus Recovery·Book Segmentation·MGA Vertical Expansion·Loss Ratio Analysis·Producer Compensation Restructuring·Carrier Appointment Strategy·Referral Pipeline Development·Retention Architecture·E&O Risk Mitigation·Contingency Bonus Recovery·Book Segmentation·MGA Vertical Expansion·
The Bench

Four disciplines. One growth strategy.

Shield is not a solo advisor. Each specialist brings a defined body of work and a single case-study stat you can verify.

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01
Retention Architecture

Marcus Holt

CPCU · 18 years P&C carrier underwriting, 9 years independent consulting

91.4%Retention rate achieved for a $6.2M commercial lines book after 14-month engagement

Marcus dissects lapse patterns at the policy level — isolating which rate-increase thresholds trigger non-renewals versus which clients absorb them without shopping. His retention playbooks have been implemented at 14 agencies across the Southeast, recovering an average of $380K in at-risk renewal premium per engagement.

"We'd been running a 96 combined ratio for two years and thought it was a market problem. Shield showed us it was a selection problem. Twelve months later we're at 88 and our contingency bonus came back."

Robert Dalton

Principal · Dalton & Rowe Insurance Group, Nashville TN

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02
Producer Compensation & Recruiting

Diane Okonkwo

ARM · Former regional VP, Nationwide; 12 years agency consulting

+$2.1MNew written premium added in 18 months after rewriting producer comp plan for a Midwest MGA

Diane has rewritten over 60 producer compensation structures, eliminating the perverse incentives that reward volume over profitability. Her recruiting frameworks identify producers who close commercial accounts — not just personal lines renewals — and her onboarding ramps cut time-to-productivity from 14 months to under 7.

Growth Audit

Ready to know exactly where your premium is leaking?

A 90-minute structured review of your loss ratios, producer metrics, and carrier relationships. You leave with a written action plan.

GW
03
Carrier Negotiation & Vertical Expansion

Garrett Westin

CIC · Former underwriting manager, Chubb; 15 years specialty lines

3 newAdmitted carrier appointments secured for an MGA entering excess & surplus marine verticals

Garrett speaks underwriting language. He prepares agencies for carrier meetings with loss ratio narratives, account segmentation data, and growth projections that move conversations from "we'll review your application" to signed appointment agreements. His clients have collectively added $8.4M in new carrier-accessible premium over the past three years.

"Our top producer was writing $1.4M a year and we thought that was the ceiling. Marcus rebuilt the comp structure and within eight months we had two producers over $900K each. The math changed."

Sandra Whitfield

Agency Owner · Whitfield Commercial Insurance, Columbus OH

PC
04
E&O Risk Mitigation

Priya Chandrasekaran

JD, RPLU · Former E&O claims counsel; licensed in 9 states

0E&O claims filed against agencies under active risk protocol in 36-month monitoring period

Priya's practice sits at the intersection of coverage law and agency operations. She audits documentation workflows, identifies the three most common claim triggers in your book class, and installs the file-review cadences that keep carriers from denying your own E&O coverage. One client avoided a $420K coverage gap dispute through her pre-renewal policy language review.

"Carrier negotiations used to feel like asking permission. Garrett walked in with our loss run narrative already framed the way underwriters think. We got three new appointments in a market where everyone told us no."

James Osei

MGA Principal · Cornerstone Specialty Markets, Atlanta GA

What You Get

Sitting across from someone who already knows your numbers.

01

Loss Ratio Diagnosis

Line-by-line breakdown of where your book is underperforming relative to carrier benchmarks.

02

Producer Productivity Map

Identifies which producers are profitable, which are volume-only, and which compensation levers to pull.

03

Carrier Relationship Audit

Assessment of your current appointments, contingency structures, and negotiation leverage.

04

Written Growth Action Plan

90-day, 6-month, and 12-month milestones with accountability checkpoints built in.

Free Resource

Agency Growth Scorecard

A 12-point self-assessment that maps your loss ratio trends, producer productivity gaps, and referral pipeline health — so you arrive at your audit with clarity.

or

Talk to a specialist directly

90 minutes. No sales pitch. You walk away with a written growth plan regardless of whether we work together.

The Quiet Second Opinion

The number keeping you up at night has a name.

Forty-five minutes with the right specialist changes what you see in your loss runs. Book your Growth Audit and find out what your book is actually capable of.

ConfidentialNo Obligation90 MinutesWritten Action Plan

Ready to grow?

Book Your Growth Audit