Josh Morgan

VP Organic Growth

Josh Morgan

10+ years experience consulting with insurance agencies at all levels on how to achieve above market organic growth rates.

As Vice President of Organic Growth, Josh helps agency leadership devise and implement strategies using proven blueprints of success to achieve their organic growth goals.

Mission Statement

Organic growth is the life blood of agencies. We partner with sales leadership to define goals, clarify client experience, optimize engagement with clients, encourage optimal sales activity all the while aligning resources to offer our agencies a competitive advantage in their market.

For me, there is no greater pleasure than helping others succeed. Sometimes it requires guidance. At other times it’s through accountability. But it’s mostly about helping people understand they are capable of more. If we can grow people, our business will follow suit and our clients will be well-served.

US Marine Corps
Iraq War Veteran
Co-founder
Tech Company
Organic Growth Consultant
MarshBerry
VP Organic Growth Division
Keystone Insurers Group

Key Objectives

  • Establish growth initiatives for agency/producers
  • New producer selection process
  • New producer training
  • Sales performance data
  • Cross-agency sales meeting cadence
  • Identification and connection to beneficial KIG resources
  • Knowledge management and peer-to-peer knowledge exchange