For years, the insurance landscape has remained largely unchanged. That is, until now.


Digital disruption has brought with it massive change, and it’s altering the face of insurance as we know it. Today’s account executives and brokers will have three major choices—fade, sell or transform.


What you do now will determine your future.


Discover how to better navigate the new digital landscape ahead by downloading your free copy of “The Sales Revolution” e-book. In this book, industry experts Don Bailey and Jason Liu break down what you need to know to transform your business so you can drive growth for years to come.


2021 Update: What happens next?

What do you do once you know which tech solutions are needed for success? The key is sequence: the optimal order in which insurance brokerages should implement technology solutions for maximum results. Putting it all together with a strategy, implementation plan and forward-thinking mindset will allow you to embrace market change and leverage technology to its fullest potential and come out on top. Time to get started.




For several years, we’ve thought about writing a book—a book that embodies our passion for the work that we do, the people we serve and the industry we care so deeply about.


Over the course of our careers, we have witnessed monumental change within the business world as it relates to both selling and servicing—and now we’re seeing that same changing landscape

apply to the broader insurance industry. The world that we entered fresh out of college has been transformed—and our servicing and sales processes need to adjust with it.


Five years ago, we were fortunate enough to cross paths during our work at SAVO (Jason as CEO) and at Marsh (Don as President of Global Sales). Through these early conversations, we discovered

a shared passion for sales, coupled with insatiable intellectual curiosity and a real desire for personal and business improvement. We have been close colleagues ever since.


About a year ago, we made the exciting, yet overwhelming, decision to write a book. A book that would act as a strategic guide to help insurance leaders weather the seismic market changes ahead and better understand how to sell, service and operate in the new digital landscape.


As you can imagine, putting all this into words was no simple task. And it was a task made even more arduous with the COVID-19 pandemic, which—like for many of you—caused significant upheaval in both our personal and professional lives.


While many questions remain about the long-term impact of the coronavirus, we’ve amended the book to include relevant insight where possible to help you and your brokerage navigate this crisis, while keeping a focus on the major market disruptions already at our feet.


The digital disruption is here, and it has brought with it the need for a Sales Revolution. How you respond is now up to you. We hope this book will help.


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