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Find Calm in the Chaos with Processes that have Purpose
Designing a high-performance framework that’s consistent, measurable, and built for efficiency—giving your team a rock-solid foundation to operate and grow. Led by Suzy Saxton, bringing 26 years of business experience, including 16 in Agency Management.
- Intentional teams built on a solid operational foundation
- Streamlined processes that drive efficiency and clarity
- More time for revenue-generating work—without the chaos
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Building Excellence Through Intentional Systems
You’ve built a successful book of business. Now you’re leading a team—and it’s not running the way it should.
Processes are inconsistent. Follow-through is hit or miss. And somehow, everything still funnels back to you.
You know there’s a better way to run your agency—you just haven’t had the time or clarity to build it.
That’s where Saxton Consulting comes in.
With 26 years of business experience and 22 years in the insurance industry, I don’t just understand these challenges—I’ve lived them.
Together, we build clear, intentional systems that bring calm to the chaos. Frameworks that are repeatable, reviewable, and actually used—so your team knows what to do, how to do it, and does it without everything depending on you.
So you can step out of the day-to-day—and start leading a business that runs the way it should.
22+ Years in Insurance Industry
16+ Years of Agency Management
10+ Years Consulting
Ready to Find Calm in the Chaos?
Below are solutions designed to bring structure, clarity, and consistency to your agency—so your team performs the way it should. Each program goes through the same material in various formats, time frames and learning styles. Each Program Covers the Following:
Building Operational Foundations:
Learn how to create repeatable processes that allow your agency to run more efficiently while delivering a consistent customer experience.
(Standardized service workflows, Team accountability, Task management, Process documentation, Creating, consistency across your agency)
Service Excellence:
Develop service systems that improve responsiveness while reducing missed opportunities and unnecessary workload.
(Policy service workflows, Billing and non-pay processes, Claims follow-up procedures, Customer communication standards, Service best practices)
Sales & Opportunity Management:
Create a structured sales process that increases follow-up consistency and improves conversion rates.
(Lead management, Proven follow-up sequences, Internet leads, Referral opportunities, In-book sales opportunities, Win-back strategies, Pipeline management)
New Customer Experience:
Learn how to turn new customers into long-term advocates through a structured onboarding process.
(Welcome procedures, Customer onboarding, Early touchpoint strategy, Referral generation, Setting future insurance reviews)
Retention & Relationship Growth:
Increase customer lifetime value by creating intentional retention strategies and proactive account management.
(Insurance review process, Retention conversations, Premium increase reviews, Save strategies, Renewal planning, Customer touchpoint planning)
Marketing & Agency Campaigns
Identify opportunities already within your current book of business and develop campaigns that generate additional revenue.
(Cross-sell campaigns, Win-back campaigns, Retention campaigns, Book-of-business marketing, Customer segmentation)
CRM Optimization & Team Efficiency:
Maximize the technology you already have by creating workflows that improve accountability, reporting, and daily execution.
(CRM best practices, Dashboard management, Reporting, Opportunity tracking, Workflow automation, Team management, Performance monitoring)
Foundations Weekly Workshop
This program is a weekly 45 minute group call with Suzy Saxton held live on Tuesdays. These will be guided sessions on agency operations, leadership, and efficiency. Similar topics to the Foundation Seminar and 1-1 Program will be covered over the span of a few months.
- Weekly Group AMA call with Suzy breaking down playbook material
- Build out outcome playbook pieces to begin transforming your team.
- Access to all call recordings
- Resource Library Access over course material covered within your client portal
- $300/month with a 3 month commitment
Foundations Seminar
Our most popular option is our Foundations Seminar. This is a 2-day live in person seminar held monthly across the US. This seminar for agents and their teams— it is hands-on, intensive, built to eliminate bottlenecks, create structure, and give you a clear path to scalable growth.
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Develop a structured Agency Playbook for real-world implementation
- Build out custom plug & play templates and materials
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Walk away with clear, actionable next steps with the team bought in ready to grow and develop
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Three bi-weekly follow-up calls to drive accountability, reinforce implementation, and make sure it actually sticks
- Ability to have further access to Exclusive AMA Calls and Client Portal Access.
Foundation Program (1-on1)
A 90-day, high-touch transformation designed to build a scalable, high-performing agency—through intentional structure, clear strategy, and guided implementation every step of the way.
Built for larger teams (+8) and multi-location agencies ready to operate with consistency, accountability, and clarity across the board.
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Deep-dive interviews with you and your team to uncover gaps, inefficiencies, and opportunities
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A fully customized Agency Playbook designed around how your business actually operates
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A multi-day implementation session to build, align, and implement your foundation in real time
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4 bi-weekly follow-up calls to drive accountability and ensure implementation
- Ability to have further access to Exclusive AMA Calls and Client Portal Access.
Limited Availability Booking for 2027 - Call for Pricing & Dates
Schedule a Discovery Call
If you’re done with the chaos and ready for a better way to operate—this is your next step.
