Niche Insurance Agency OS Application
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
*
By providing my details, I consent to receiving emails and messages form Niche Insurance Agency OS LLC. Unscubscribe at anytime.
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Step 2 - Agency Info
What is the name of your Agency?
How long have you owned or operated your agency?
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Less than 2 years
2–5 years
6-10 year
10+ years
Where is your agency based? (please provide City & State of Producers if WFH)
How many full time team members do you currently have?
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Just me
2-5
6-10
10+
How many producers?
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Just me
2-5
6-10
10+
What’s your current annualized revenue?
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Under $200K
$200K–$500K
$500K-$750K
$750K–$1M
$1M-$2M
$2M-3M
$3M+
What % of your revenue currently comes from one defined niche or industry?
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0–20% (we’re still generalists)
20–50% (emerging focus)
50–80% (we’re getting focused)
80–100% (we’re specialized)
Please list all current niche(s)/industry focus areas
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What’s currently holding your agency back from predictable growth? (select all that apply)
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Quoting treadmill / price competition
Lack of niche focus
No clear offer or brand message
Inconsistent leads or referrals
No systems / too dependent on me
Messy operations / backend service clarity
Other
How long has this been a problem? What have you tried to fix it?
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Section 3: Vision & Mindset
What does success look like 3 years from now — personally and professionally?
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Why do you want to specialize or build a Category-of-One agency right now?
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On a scale of 1–10, how committed are you to fixing these problems in the next 90 days?
Not Committed
1
2
3
4
5
6
7
8
9
Most Committed
10
1 is Not Committed, 10 is Most Committed
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Section 4: Systems, Proof & Leadership
Do you currently have any documented systems or processes (for sales, marketing, or ops)?
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Not yet
A few basic ones, but mainly it's mainly in my head
We’re partially systemized, but it's messy. (Think sticky notes...)
We run on some documented playbooks
We are SOP and playbook experts
How would you describe your leadership style?
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Visionary (ideas, strategy, growth)
Operator (systems, structure, process)
Sales Driver (relationships, deals, revenue)
Other
Do you have at least one client success story, testimonial, or case study you could showcase?
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Not yet
Yes, 1-2
We’ve built several proof assets
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Section 5: Readiness & Fit
*Disclaimer*. Our program is not for everyone... It is a significant time and financial investment. This is only for agencies who are truly looking to scale and grow. If that's not you.. exit the page now.
Are you financially ready to invest in a 90-Day Growth Program?
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Yes — we’re ready to move forward if it’s a fit
Possibly — depends on timing and cash flow
Not at this time, I'm just collecting info
How many hours per week can you commit to working on your business (not just in it)?
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Less than 3 hours
3-5 hours
5-10 hours
10+ hours
If accepted, are you ready to start within the next 30 days?
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Yes
Not yet, but soon
I’m just exploring
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Section 6 (Final Section): Culture & Intent
The agencies that win inside NIA OS are coachable, decisive, and committed to systemizing. Would you describe yourself that way? Why or why not?
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What part of our mission resonates most with you?
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Finally — why should we choose you for one of the limited spots?
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