Growth Academy Coaching helps a professional service provider who’s an independent insurance broker build structure, increase confidence, and celebrate her best sales year ever

For many professional service providers, one of the hardest parts of business growth is creating structure and accountability for staying consistent. Insurance broker Susan Beavers faced this challenge, and business coaching helped her solve it.

Key Takeaways

• One-on-one business coaching gave an independent insurance broker the daily structure and sales accountability she couldn’t find in group coaching programs.
• Her first year working with Growth Academy Coaching became the best sales year of her career and gave her the confidence to launch her own independent brokerage.
• In addition to sales strategies, personal development and self-care have been key to helping her grow her service business sustainably.

When Susan Beavers of Insurance with the Beaves sits down with a client, she asks a lot of questions. She wants to make sure people have what they need and don’t end up blindsided. Do they have the right coverage at the right price? Which doctor do they need to have in-network? Does their current plan fit the way the family lives?

Her motivation comes from her family’s experience. Susan watched her parents drain their retirement savings navigating a healthcare crisis they didn’t see coming. Now, she’s on a mission to make sure her clients never face that same shock.

As an independent insurance broker helping individuals, families, and business owners with health, life, dental, vision, and supplementary coverage, Susan brings a different type of caring to her clients. But caring alone wasn’t creating the structure she needed or the closed sales in her business.

Networking Without Follow-Through

A natural networker, Susan has no shortage of energy or drive. She’d attend events and leave with a handful of promising conversations. But those conversations weren’t converting to clients. “I’d be a networking queen, which was no problem,” she says. “But if I didn’t send those follow-up emails I needed to send, it was a waste of time.”

Without accountability, Susan was winging it most days: skipping administrative time, missing lunches, letting structure slide.

“I had a calendar and I did a lot of things,” she admits, “but that doesn’t mean I did what I needed to do.”

She’d worked with other coaches before, but they were focused on group strategies and team management rather than what she needed. “I needed somebody who was going to help me focus on me,” she says.

Growth Academy Coaching Gets Personal

Susan had crossed paths with Joe Novara of Growth Academy Coaching a few times at networking events, including at Total Business Breakthrough, the coaching company’s signature event. She’d heard Joe speak, appreciated his approach, and saw herself in the challenges he described. At first, the timing wasn’t right.

Then she attended another Total Business Breakthrough, and something clicked.

“Everything he was talking about was on my list,” she says. “But guess what? I wasn’t doing it.”

Even though open enrollment season was right around the corner, she reached out to Joe: “I told him, ‘Look, I can’t do anything right now, but I want this.’” When she was ready to start, she knew she was looking for someone to hold her accountable, help her develop daily structure she could commit to, and push her toward her goals.

Building the Foundation, Step by Step

The Growth Academy Coaching process started with the basics: What did Susan want to accomplish? What were her goals for sales? What did she want to have done each day?

Through initial assessments, the coaching sessions became stair steps leading to clarity on where she was and where she was going. “It was about me,” she says. “Coaching brought that thought process to slow me down, to get those answers. I had to come up with what I wanted to have done each day and what my sales goals were. Those were really hard questions.”

Once the goals were in place, structured accountability followed. One-on-one coaching calls included check-ins on scheduled admin time, daily checklists, follow-up from networking events. The sessions also helped Susan address her own self-care, which is something she’d often let slide.

With Joe’s encouragement, she started blocking time for lunch, walks, and rest. “He’ll remind me: you’re taking care of your mom, you’re taking care of the family,” she says. “If I’m better, the work stuff happens with no problem.”

Her Best Year Ever — and a Business of Her Own

The results were immediate and are ongoing. Susan’s first year with Growth Academy Coaching was her best sales year on record. Since then, she’s also made a professional leap, transitioning from a captive agency where she could only sell one company’s products to becoming a fully independent broker. “Now I have a platter,” she says.

Even amid family health challenges that have at times pulled her attention away from scaling, her numbers have remained close to that peak year. “For going independent and still being really close, that’s a huge win,” she says. “I didn’t let myself down. My goal was just to stay above water. Well, I was above water and more.”

Growth Academy Coaching Helps This Professional Service Provider Keep Moving Forward

Susan is still working with Growth Academy Coaching and still growing. She’s not shy about asking for more when she needs it, including pushing for changes to the Mastermind sessions to make them more challenging and collaborative. That kind of confidence is part of what the coaching has given her.

For other business owners on the fence, Susan says, “At least sit down and talk to Joe about what your goals are, what you want to do, and find out what Growth Academy Coaching can do for you.”

If you’re a professional service provider who’s tired of figuring it out as you go and ready for effective structure and accountability to get you to your goals, let’s talk.