Our Playbooks

This Playbook was written by a 37 year insurance veteran to help producers move the needle with their customers. 

Over 200 employers contributed to the launch of the first playbook in 2002.  Now in its 3rd edition the Playbook has become the industry standard for managing workplace safety and risk. 

Bundle Both Books for $100

This program is designed to help brokers attract and retain good commercial lines accounts. The monthly training and access to the Compass Toolset are included with the program. 

 More info coming soon!

I fyou are an agency manager looking to jump-start yourproducers, the 90-day sprint is designed to implement the tools in the Commerical Insurance Broker Playbook.  

I have helped dozens of brokers outside of my agency anchor down their top accounts.  If you need help implementing the comP4 process for your customers get in touch.