Insurance has a lot of moving parts. Let’s make them work together.

Quoting, documentation, renewals, sales—most people try to learn them all at once and stall. I help connect the dots.

Start Learning

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Most new brokers quit right before it starts to click. Sometimes it's the industry, their brokerage or even their expectations of what is to come.

I built this to help young and new producers get over that hill faster—so you avoid the costly mistakes, keep your momentum, and start winning earlier.

How I can help you

Explore our powerful features designed to simplify financial management and help you achieve your goals effortlessly.

Explore our powerful features designed to simplify financial management and help you achieve your goals effortlessly.

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Less Guesswork

Clear, step-by-step playbooks for prospecting, quoting, binding, and renewals.

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Features Image

Less Guesswork

Clear, step-by-step playbooks for prospecting, quoting, binding, and renewals.

Features Image
Features Image

Less Guesswork

Clear, step-by-step playbooks for prospecting, quoting, binding, and renewals.

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Features Image
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Organization

Simple workflows, templates, and checklists so nothing slips through the cracks.

Sales & Marketing

Modern outreach, referral systems, and scripts that respect compliance—and close.

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Sales & Marketing

Modern outreach, referral systems, and scripts that respect compliance—and close.

Features Image
Features Image

Sales & Marketing

Modern outreach, referral systems, and scripts that respect compliance—and close.

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Features Image

My simple solution is to share what I've learned in 40 years of insurances.

Our platform is optimized to deliver crystal-clear quality and reliable

Resources and free content

A private space of producers and mentors—answers in hours, not weeks.

Community Access

A private space of producers and mentors—answers in hours, not weeks.

In person Training

Periodic workshops for deep dives, practice, and accountability.

Virtual Calls

Weekly live sessions for reviews, role-plays, and Q&A with Jay.

What do you get

Renewal & Retention System

Renewal & Retention System

File Organization System

File Organization System

Tech Stack Setup

Tech Stack Setup

Proven Marketing Playbooks

Proven Marketing Playbooks

Compliance-Ready Workflows

Compliance-Ready Workflows

Sales & Objection Handling

Sales & Objection Handling

First-90-Days Roadmap

First-90-Days Roadmap

Why should you listen to me?

Why should you listen to me?

Experience in Colombia

COLSEGUROS INSURANCE INC. Bogota Colombia. 07/21/1977-03/08/1984: Manager of Auto Insurance Department

SURAMERICANA INSURANCE INC. Bogota Colombia. April 1, 1984-05/01/1998: General Insurance Agent

RECORD INSURANCE  INC. InsuranceTechnical Advisors: Bogota Colombia. December 1984-03/28/1999: Owner Manager

CREDENTIAL BANK OF OCCIDENT: Bogota Colombia 06/25/1998-03/01/1999: Commercial Executive

Experience in United States

PREMERICA: Georgia, United States 07/01/1999 to 10/1/2005 Insurance broker

UNIVERSAL INSURANCE: Georgia United States 07/01/1999 to 10/01/2005

Experience in Canada

ALFA INSURANCE Ontario, Canada November 1, 2009 to 01/01/2014 Independent Broker

MY INSURANCE BROKER: Ontario, Canada 07/07/2014-Today Independent Broker

Experience in Colombia

COLSEGUROS INSURANCE INC. Bogota Colombia. 07/21/1977-03/08/1984: Manager of Auto Insurance Department

SURAMERICANA INSURANCE INC. Bogota Colombia. April 1, 1984-05/01/1998: General Insurance Agent

RECORD INSURANCE  INC. InsuranceTechnical Advisors: Bogota Colombia. December 1984-03/28/1999: Owner Manager

CREDENTIAL BANK OF OCCIDENT: Bogota Colombia 06/25/1998-03/01/1999: Commercial Executive

Experience in United States

PREMERICA: Georgia, United States 07/01/1999 to 10/1/2005 Insurance broker

UNIVERSAL INSURANCE: Georgia United States 07/01/1999 to 10/01/2005

Experience in Canada

ALFA INSURANCE Ontario, Canada November 1, 2009 to 01/01/2014 Independent Broker

MY INSURANCE BROKER: Ontario, Canada 07/07/2014-Today Independent Broker

Experience in Colombia

COLSEGUROS INSURANCE INC. Bogota Colombia. 07/21/1977-03/08/1984: Manager of Auto Insurance Department

SURAMERICANA INSURANCE INC. Bogota Colombia. April 1, 1984-05/01/1998: General Insurance Agent

RECORD INSURANCE  INC. InsuranceTechnical Advisors: Bogota Colombia. December 1984-03/28/1999: Owner Manager

CREDENTIAL BANK OF OCCIDENT: Bogota Colombia 06/25/1998-03/01/1999: Commercial Executive

Experience in United States

PREMERICA: Georgia, United States 07/01/1999 to 10/1/2005 Insurance broker

UNIVERSAL INSURANCE: Georgia United States 07/01/1999 to 10/01/2005

Experience in Canada

ALFA INSURANCE Ontario, Canada November 1, 2009 to 01/01/2014 Independent Broker

MY INSURANCE BROKER: Ontario, Canada 07/07/2014-Today Independent Broker

Experience in Colombia

COLSEGUROS INSURANCE INC. Bogota Colombia. 07/21/1977-03/08/1984: Manager of Auto Insurance Department

SURAMERICANA INSURANCE INC. Bogota Colombia. April 1, 1984-05/01/1998: General Insurance Agent

RECORD INSURANCE  INC. InsuranceTechnical Advisors: Bogota Colombia. December 1984-03/28/1999: Owner Manager

CREDENTIAL BANK OF OCCIDENT: Bogota Colombia 06/25/1998-03/01/1999: Commercial Executive

Experience in United States

PREMERICA: Georgia, United States 07/01/1999 to 10/1/2005 Insurance broker

UNIVERSAL INSURANCE: Georgia United States 07/01/1999 to 10/01/2005

Experience in Canada

ALFA INSURANCE Ontario, Canada November 1, 2009 to 01/01/2014 Independent Broker

MY INSURANCE BROKER: Ontario, Canada 07/07/2014-Today Independent Broker

Choose the best plan for you

General Access

Free

Forever

Limited access to community

Access to free resources

Limited communication

No access to calls

General Access

Free

Forever

Limited access to community

Access to free resources

Limited communication

No access to calls

General Access

Free

Forever

Limited access to community

Access to free resources

Limited communication

No access to calls

PREMIUM

$1000

/Month

3 month commitment

Full access to community

Access to premium resources

Bi-weekly group calls

Ask unlimited questions

PREMIUM

$1000

/Month

3 month commitment

Full access to community

Access to premium resources

Bi-weekly group calls

Ask unlimited questions

PREMIUM

$1000

/Month

3 month commitment

Full access to community

Access to premium resources

Bi-weekly group calls

Ask unlimited questions

Mentorship

$2500

Billed monthly

Full Access to community

First access to new content

Bi-weekly calls

Inperson 1-1 training

Mentorship

$2500

Billed monthly

Full Access to community

First access to new content

Bi-weekly calls

Inperson 1-1 training

Mentorship

$2500

Billed monthly

Full Access to community

First access to new content

Bi-weekly calls

Inperson 1-1 training

Frequently asked questions

Do I need my license first?

You can start learning the workflows now. We’ll point you to licensing steps by region, but licensing itself is separate.

How fast until I’m writing business?

What lines does this cover?

Will this replace my brokerage training?

What tools do you recommend?

How much time should I commit weekly?

Do I need my license first?

You can start learning the workflows now. We’ll point you to licensing steps by region, but licensing itself is separate.

How fast until I’m writing business?

What lines does this cover?

Will this replace my brokerage training?

What tools do you recommend?

How much time should I commit weekly?

Do I need my license first?

You can start learning the workflows now. We’ll point you to licensing steps by region, but licensing itself is separate.

How fast until I’m writing business?

What lines does this cover?

Will this replace my brokerage training?

What tools do you recommend?

How much time should I commit weekly?

Ready to move past the guesswork?

Sign up now and experience the easiest way to manage, grow, and secure your wealth.

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