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Consulting Engagements

Interested in using an insurance consulting firm, but not quite ready to pull the trigger?

An introductory consulting engagement is a one-hour, one-on-one engagement with Redbird’s senior consultants to open their black box of contacts and years of experience to help agency owners speed up their growth timeline.

During this meeting, you can expect us to roll up our sleeves and get to work so you can get a real life experience of what retained services with Redbird looks and feels like.

We hear this all the time, “I wish I would have found you sooner!”

Our promise to you as you consider booking a consultation meeting is that we’re here to provide you value, not just surface level ideas.

  • We intimately understand the operational struggles that come with starting and scaling an insurance agency.  Our time together is for you to spew your guts and allow us to help you organize your thoughts, prioritize activities, and work together to determine actionable and realistic next steps.  You’ll be amazed what we can accomplish in a highly focused 60 minute session!
  • If aren’t fully satisfied, we’ll give you 100% of your money back. (FYI, nobody has ever asked for their money back!)

Redbird has been instrumental in the growth of my agency over the last 5 years.  In some instances they guided me down paths that they had no financial gain for, simply because it’s the right thing for my business.  And for that, I have a deep level of trust for Drew and his team.

With their help, we have scaled our agency to nearly $20M.

– Keith Stockett, Agency Owner


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