Sales Training & Management Consulting to GROW Your Agency
Meet Joseph Puckett
In 2009, I opened my insurance agency from scratch.
No playbook.
Very little training.
Big goals.
Real pressure.
I remember the weight of it — trying to grow production, hire the right people, hit carrier goals, keep clients happy, and somehow make payroll and buy leads I couldn’t afford…
I know what it feels like to lie awake wondering, “Am I doing this right?”
That season built something in me — resilience, discipline, and an obsession with building systems that actually work.
In 2011, everything changed. I met a $10M agency owner who became a mentor. Under his leadership, I learned what elite structure looks like. Together, we built processes, accountability, and a performance culture that scaled the book to over $40M before it sold ten years later.
That experience revealed a truth most agency owners don’t realize until it’s too late:
Growth magnifies everything.
Weak systems break.
Strong systems compound.
Bigger agencies aren’t easier — they’re heavier.
Higher production targets.
More staff.
More marketing spend.
More complexity.
More leadership pressure.
And if you’re not careful, you stop growing.
Or worse — you shrink and leave hundreds of thousands in bonuses on the table.
I refuse to let that happen — in my agency or yours.
In July 2025, I purchased a $14M book in Dallas, Texas. Six months later, we finished at $16.5M premium, hitting 130% of required production and maximizing the 4% annual bonus.
We’re currently growing $300,000+ per month — and on pace to double the book premium in under three years.
But here’s what matters most:
I don’t teach theory.
I teach what I’m doing in real time at my agency with my team.
Since 2015, I’ve also had the privilege of working with thousands of agencies and tens of thousands of producers across the country. Managing two of the largest captive agencies in the nation sharpened my leadership lens. Coaching others refined my systems.
Helping agencies win has changed my life.
Now through Joseph Puckett Consulting, I help owners and producers build profitable, scalable, freedom-producing agencies.
Not just more premium.
More control.
More clarity.
More income.
More impact.
If you’re ready to GROW with structure — not stress — I’d be honored to walk that path with you.
My beautiful wife Lauren
Raegan, Grayson, Hudson
“Teddy”
HOW I CAN HELP YOU AND YOUR TEAM GROW
LIVE Training and Role-Play Session Every Week PLUS Virtual Training Platform
Sales Talk Paths To Write More Business especially when your price is higher
Service Talk Paths To Increase Retention & Cross-Sells
How to overcome objections and CLOSE more deals
Bundling and multi-lining new customers to “get it all in one call”
Generating organic leads from referrals from customers and partners.
Open Q&A and ROLE-PLAY!
80+ hours of courses in the JPC SmarterU Virtual Training Platform
Agency Owner & Sales Manager WEEKLY Group Mastermind
Small group mastermind for Agency Owners and Managers every week.
Staffing & Recruiting
Goal Setting, Business Metrics Review, Bonus Forecasting
Training and Developing your team to write and retain more business.
Leads and Marketing and Sales Strategies
Leadership & Management
Open Q&A to ensure you have ALL of the resources to win and GROW.
Individual Training or Consulting for ONLY YOU and YOUR TEAM
Full Day Virtual Training or Consulting with only you, you and your managers, your team, or everyone!
1 or 2 Day In-Person at YOUR Agency option is available (very limited opportunities)
It’s all about YOU, Your Team, and Your Agency,
Get the hands-on support that you need to take your agency to the next level and CRUSH your goals.
These full day sessions are so powerful and will return on the investment MANY times over as you maximize your growth and bonuses.