Bryson Insurance

+12% revenue growth year on year. We helped a CL agency produce consistent results across their team of 90+ producers and develop accountability to make their sales playbooks run like a machine.

+12% Revenue Growth

The largest year on year increase in agency's history.

Consistency and Transparency

Instant visibility into the performance of every producer

Madison | Mississippi

brysonfinancial.com

Audit

Bryson Insurance, a 50+ year-old commercial lines agency, had grown into one of the largest firms in its region. Despite their legacy and reputation, leadership faced a consistent challenge: their 90+ producers delivered uneven and unpredictable results.

Our audit uncovered:

  • Sales playbooks existed but were not executed consistently across the team.

  • Accountability was weak, with no clear metrics tied to individual or team performance.

  • High producer turnover and lack of structure led to stalled revenue growth.

  • Leadership wanted to modernize their approach while honoring the agency’s longstanding culture.

Strategy

We designed a transformation plan focused on sales process discipline, accountability, and AI implementation. Our approach included:

  1. AI-Powered Enablement

    • GPT4 Lead Scoring: Qualified and ranked inbound leads to direct producer energy where it mattered most.

    • AI Call Analysis: Transcribed and analyzed producer calls to identify winning talk tracks and pinpoint training opportunities.

    • Instant Response Voice System: Ensured every inbound quote request was greeted and intake completed 24/7, dramatically reducing leakage.

  2. Consistent Outreach & Cross-Selling

    • Rolled out cold outreach campaigns powered by proprietary intent data to open new opportunities daily.

    • Automated proactive cross-sell campaigns, instantly expanding wallet share with existing clients using AI-driven email and voice touchpoints.

By combining structured playbooks with advanced AI tools, Bryson’s producers shifted from inconsistent activity to a machine-like rhythm of sales execution.

Result

The results for Bryson Insurance:

  • Consistent producer performance across all 90+ sales staff.

  • A new culture of accountability and visibility, with clear metrics tied to every producer.

  • Instant visibility into the performance of their large sales staff via real time dashboard automatically updated to show bind rate and performance metrics according to benchmarks they set


  • +12% revenue growth in less than one year, representing the largest year-on-year increase in company history.

  • Sales playbooks evolved from underused manuals into high-performing, AI-enhanced systems that scaled results reliably.

By merging sales strategy with AI implementation, Bryson Insurance turned decades of tradition into a modern sales engine—proving that even a 50-year-old agency can achieve record-breaking growth.