The Agency Elevation System
From Producer.
To CEO.
A structured, phase-by-phase system for P&C agency owners who are done guessing and ready to build something that runs without them.
The Honest Reality Check
You built a well-paying job.
Not a business.
On paper, successful. In reality, exhausted.
You own a P&C agency doing $2M to $5M in annual premium. You are still the top producer. If you take a week off, nothing gets written.
You are hiring agents who quit in 90 days. You have referral partners who send you a lead once a year. You are working in your business every single day, and never on it.
You have built a well-paying job. Not a business.
An agency that produces without you on the phones.
A team of producers trained on a system that actually works. Referral partners who send you consistent, predictable business.
Operational infrastructure that lets you step back and lead, not produce. You are the CEO, not the closer.
How The System Works
Three Phases. One Path.
The Agency Elevation System is not a menu of options. It is a structured progression. Each phase builds on the one before it. You enter based on where you are right now. You graduate when you are ready for the next level.
The Agency Elevation System
Three Phases.
One Path.
Phase I
Elevation Foundation
Become the top producer in your market.
Investment
$15,000
12 Months
Who This Is For
Producers and agency owners who need to master the fundamentals first. You are writing business yourself but your close rates, referral pipeline, and selling process are inconsistent. You need the scripts, the system, and the accountability to produce at $1M+ annually before you try to build a team around it.
What You Walk Away With
- A 3-day live intensive with Pete to install the system in person
- 12 months of structured implementation and accountability
- Three workflow audits at Month 1, 6, and 12 to keep you on track
- Plug-and-play email templates, gatekeeper scripts, and referral partner meeting structure: word for word, not theory
- An Operator Review with a Live Performance Evaluation at the 12-month mark to confirm production standards before you advance
- A Phase II Readiness Assessment at month 12 so you graduate into the next phase ready, not guessing
- Access to the Annual Elevation Summit
The Operator's Library
Phase I teaches you to produce.
System 01
Million Dollar Producer
System 02
[Course Title · TBD]
Second System, final naming and scope confirmed with Pete before publication.
Pete + Team Access · Phase I
Pete-direct only. The questions you have while you’re installing the system get answered by Pete himself, not a coach. The cohort runs lean so the access stays real.
Observed production impact: developing producers see roughly $350K annual lift. Established producers see $500K+. High-performance operators see $750K to $1M+. Results vary based on execution.
Phase II
Elevation Builder
Stop being the agency. Build the team.
Investment
$25,000
12 Months
Who This Is For
Agency owners who have the production skills but are stuck doing everything themselves. You are ready to recruit, train, and manage your first 2–3 producers, and build the operational infrastructure so your agency runs without you on the phones every day.
What You Walk Away With
- A 2–3 day Architect Intensive focused on team building and agency operations
- 12-month owner implementation track with ongoing support
- The 3-Producer Expansion Blueprint: how to recruit, train, and retain your first producers using Pete's system
- The Producer Hiring Playbook: interview scripts, candidate scorecards, and a 90-day onboarding ramp built to keep producers from quitting
- Compensation and commission-split modeling so the agency math holds as you add 2 to 3 producers
- Monthly owner roundtables with other agency owners in the same phase
- Semi-annual in-person intensives
- Access to the Annual Elevation Summit
Pete + Team Access · Phase II
Pete’s coaching team plus implementation reviews from Pete. A dedicated coach carries the weekly load on your team build, comp plan, and ops cadence. Pete reviews the work that matters: your hires, your scorecards, your KPI dashboard.
Direct admission ($50,000) is application-only and includes full system installation, organizational redesign planning, and owner transition modeling.
Phase III
Elevation Enterprise
Scale to multi-location. Operate as CEO.
Investment
$40,000
12 Months
Who This Is For
Agency owners who have a producing team in place and are ready to scale to multi-location, build enterprise value, and transition fully from producer to executive. You are operating at $10M+ and want to get to $25M, $50M, or beyond.
What You Walk Away With
- A 3-day closed-door Enterprise Strategy Intensive
- 12-month executive advisory track with Pete
- Quarterly executive rooms with other enterprise-level owners
- A Multi-Location Expansion Playbook: the operational lift, hiring sequence, and capital plan for opening the next location
- Carrier and aggregator relationship strategy built for enterprise-scale agencies
- Exit and valuation planning: positioning the agency for acquisition, succession, or buy-sell at top-of-market multiples
- Enterprise KPI and valuation modeling
- Access to the Annual Elevation Summit
Pete + Team Access · Phase III
A dedicated Elevation Implementation Lead assigned to your agency, plus quarterly in-person presence from Pete. The lead lives inside your week. Pete shows up in person every quarter to work the operating plan with your executive team.
Direct admission ($100,000) is application-only and includes full enterprise assessment, strategic planning, and executive-level support.
The Operator Review
Standards That Create Real Operators.
Why This Is Different
Not a course. Not a coaching call.
A system.
Most insurance training gives you a binder full of theory and sends you home to figure it out. The Agency Elevation System is different because it was built by someone who actually did it, not someone who teaches about it.
01
Built on real results.
$3M to $180M in 84 months. Personal lines only. The scripts, the referral partner system, the team-building framework: all of it comes from what actually worked, not what sounds good in a PowerPoint.
02
Structured, not open-ended.
You do not sign up for “coaching” and hope something sticks. You enter a 12-month phase with clear milestones, workflow audits, and accountability built in.
03
Plug and play.
You get the exact scripts, word for word. The exact email templates. The exact referral partner meeting structure. You don’t have to figure out what to say or how to say it. You just follow the system.
Proof, Not Promises
Results from real
agency owners.
I committed to Pete’s system at 21 years old, and looking back, it was one of the most important decisions of my life. Today, having officially surpassed the $45 million mark between my agencies, I can confidently say that none of it happens without the foundation Pete’s system provided me from the start.
Zane Lefko
P&C Multi-Agency Owner
We’ve grown at least 30% year over year, every single year. I thought a $10M agency was the goal. Pete helped me see that’s just the beginning. Now I’m building toward $100M.
Gerry Rivas
P&C Agency Owner
In three years of fully following Pete’s system, my agency has already eclipsed $7 million, and we’re on pace to do over $3 million this year alone.
Tyler Nagle
P&C Agency Owner
At 52, I was being turned down in different industries because of my age. Pete’s system gave me financial freedom, independence, and the ability to build something meaningful for my family.
Gina Prizzi
P&C Agency Owner
Pete’s system completely changed the way I think, lead, communicate, and operate every day. It’s not just about production. It’s about learning to think like a true agency owner.
Cristian Hervia
P&C Agency Owner
The biggest growth for me has been personally as a leader. Pete’s system taught me that leadership is about supporting people, coaching them, and genuinely caring about their success.
Kimberly Rivas
P&C Agency Owner
Is this right for you?
We're honest about
who this is for.
The fastest way to waste a year is entering a program that doesn’t match where you are. Here’s the clean line.
This is for you if…
You own a P&C insurance agency and you are personally producing most of the revenue. You are stuck between $2M and $10M in premium and you know there is a ceiling you cannot break through on your own. You are willing to follow a system, not just learn about one. You are ready to invest in building something that works without you.
This is not for you if…
You are looking for a weekend seminar that makes you feel motivated for 48 hours. You want someone to hand you leads without doing the work. You are not willing to change how you sell, how you hire, or how you run your agency. You are shopping for the cheapest option.
The 90-Day Performance Extension
Until you're operating,
not just enrolled.
Ready to Start?
Apply. Then we'll place you in the right phase.
The Agency Elevation System is not open enrollment. Every client starts with an application so we can determine which phase is the right fit for where you are right now.
We respond within 48 hours.
Application
FAQ
Answers to the real
questions, not softballs.
What's the actual investment for each phase?
Phase I (Elevation Foundation) is $15,000. Phase II (Agency Machine) is $25,000 for internal advancement from Phase I, or $50,000 for direct admission. Phase III (Elevation Enterprise) is $40,000 for internal advancement, or $100,000 for direct admission. Every phase is 12 months. Direct admission at Phase II or III is application-only and includes deeper installation support up front.
How much time do I need to put in each week?
Plan on 5 to 8 hours per week of active implementation in Phase I: practicing scripts, running referral partner meetings, and working through the audit feedback. Phase II and Phase III owners spend more, because they’re also building team systems on top of producing. If you cannot carve out the time, this is not the program for you. The system only produces when you run it.
Who is this really built for?
P&C agency owners who are personally producing most of the revenue. You’re stuck somewhere between $2M and $10M in premium and you know there’s a ceiling you can’t break through on your own. You’re willing to follow a system, not just learn about one. If that’s you, the application is below.
Who is this NOT for?
Owners shopping for a weekend seminar that makes them feel motivated for 48 hours. Owners looking for someone to hand them leads. Owners unwilling to change how they sell, how they hire, or how they run their agency. Owners chasing the cheapest option. We have turned away applicants for those reasons. Wrong-fit clients waste their time and ours.
How fast will I see results?
Most Phase I clients see measurable lift in close rates and referral partner activity inside 90 days. The scripts work the day you start using them. The 12-month structure is what keeps you consistent long enough for the lift to compound into real annual production.
What does the 90-Day Performance Extension actually cover?
If you’ve done the work for 12 months and the system isn’t producing for you, your access extends another 90 days at no additional charge. That includes continued accountability, implementation support, and direct contact with Pete or your phase team. It is not a refund and it is not a free pass. “Done the work” means you completed the implementation track and showed up to the reviews.
Do you offer payment plans?
Yes. Payment plan options are reviewed after your application is approved, based on phase and timing. Pete’s posture: the investment is structured for owners who are serious about building, not browsing. We will not let a workable payment structure get in the way of the right fit.
Do I need to be tech-savvy or have specific software in place?
No specific software is required. The system runs on whatever agency management platform you already use. If you can run an email inbox, a phone, and a CRM, you have what you need. We’ll flag where a tool change is worth the lift, but we won’t sell you anything.
What if I'm not sure which phase is right for me?
Select “Not sure” on the application form. We’ll review your current premium, team size, and situation and recommend the right starting point. There is no pressure to start higher than you are. Starting in the wrong phase wastes your time and ours.
What happens during the Operator Review at month 12?
Every phase ends with an Operator Review backed by a Live Performance Evaluation. We look at the work you actually did, the results that actually happened, and your readiness to advance. If you’ve hit the standard, you advance. If you haven’t, you enter a 90-Day Qualification Window to prove you can operate at the next level, or you exit. The Operator Review is about whether you’ve earned the next phase. The Performance Extension is about whether the system has produced for you. Two separate gates.
Is this only for Florida agencies?
No. The Agency Elevation System serves P&C agency owners nationwide. Live intensives take place in Fort Lauderdale, but the 12-month implementation track, accountability, and support are not location-dependent. Most current clients are out-of-state.
How is this different from Pete's book or the free content?
The book and podcast give you the philosophy, the mindset, and the frameworks: the what and the why. The Agency Elevation System gives you the exact scripts, the step-by-step implementation, and 12 months of accountability: the how. You get the installed Systems that generate revenue, plus direct access to Pete and a structured path to follow.