Who we are

Hi, I’m Ted Baker.  Since 1990 my team and I have helped more than 2,500 independent agencies across North America increase profitability and improve customer service.   I have worked with, and spoken to numerous industry groups including the IIABA, PIA, Marsh Berry, ARM International, Keystone, Applied Systems, AMS, Instar and many others. Our ideas have been featured in industry magazines such as Rough Notes and Agent And Broker.

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We believe our industry is about helping people, not selling policies. This includes creating a unique brand, targeting profitable accounts rather than quoting everyone. This results in loyal customers, not simply satisfied customers.


For three decades, our vision has been for everyone in an agency to have fun and take pride in what they do. Too often agencies deal with stress and frustration rather than enjoying their relationships with customers. We want a great work environment for everyone.


We provide online solutions and support. Agencies tell us their problems and challenges and we find answers. Everything we have created has been a direct result of listening and responding to agencies just like you. Our model is proven, unique and effective.