Consulting for Insurance Leaders Who Want Real Momentum

VIBE Consulting partners with insurance agency owners, executives, and leadership teams who are ready to move beyond incremental improvements — and into focused, sustainable growth.

Our work blends executive-level strategy, operational clarity, and real-world insurance experience to help organizations scale revenue, strengthen leadership, and build long-term value.

Who We Work With

We typically partner with:

  • Independent agency owners and partners

  • Executive leadership teams

  • Carrier-aligned organizations and platforms

  • Agencies preparing for growth, transition, or transformation


If you’re facing complexity, change, or a growth plateau — this is where our work is most effective.

Inspiring and Transforming Your Business

Discover the power to BE more with our custom experiences:

Financial Strategy &
Market Growth

For organizations ready to grow — but not at the expense of stability.

  • Financial modeling, forecasting, and profitability
  • Pricing strategy, analysis, product innovation
  • Market expansion analysis and growth strategies
  • Business case development for new product

Actuarial &
Product Innovation

For teams designing products that balance risk, growth, and long-term viability.

  • Product design, pricing, and go-to-market support
  • Risk management and analysis

Executive & Leadership Development

For leaders who want clarity, confidence, and stronger teams.

  • Executive coaching (C-Suite, VP, high-potential leaders)
  • Leadership development programs tailored to financial services and Insurtech
  • Organizational effectiveness assessments and redesign
  • Culture transformation and team alignment initiatives

Advisor Placement & Advisor Training

For building advisor teams that perform consistently, not accidentally.

  • End-to-end financial advisor recruiting and placement
  • Business model coaching

Tech, Cybersecurity & Digital Transformation

For leaders navigating digital change with confidence and control.

  • IT strategy and architecture review for insurers and fintechs
  • Cybersecurity assessments and incident readiness
  • Roadmap development for scalable and compliant systems

Marketing & Brand
Strategy

For organizations that know their brand should be working harder.

  • Brand positioning
  • Content and digital marketing strategy leveraging cutting-edge insights
  • Customer journey mapping and experience optimization
  • Launch communications

Distribution Strategy

For organizations seeking smarter, more scalable paths to growth.

  • Distribution strategy for Agencies, Carriers, and Insurtech organizations
  • Sales force effectiveness and productivity
  • Compensation modeling
  • Training for wholesalers, advisors, and sales leaders