Business Consulting

Strategy that moves before the industry does.

Before the Memo partners with businesses to sharpen operations, accelerate growth, and navigate the decisions that define what comes next.

Built for the operators who run the business — not just the ones who read about it.

25+

Years in insurance distribution

IMO/FMO

Carrier & aggregator expertise

End-to-end

From CRM to carrier contracts

What we do

Where we go to work

Every engagement is built around your specific situation — not a templated playbook.

We build and configure CRM systems that actually reflect how your agency operates — not how a software vendor thinks you should.

From data uploads and field mapping to system integrations and team training — we make sure your data works as hard as you do.

Direct mail and digital marketing strategies built for the insurance vertical — designed to generate real, qualified leads at scale.

Thinking about expanding from P&C into Life and Health? We've navigated that transition and can guide yours with clarity and confidence.

Traditional aggregators aren't the only path. We help you evaluate, negotiate, and structure alternatives that better serve your long-term goals.

We help you understand, build, and manage carrier relationships — acting as a liaison when it matters most and advocating for your position.

Most decisions in this industry are made after the memo goes out. Let's make yours before.

Start here

A 30-minute conversation is all it takes to know if we're the right fit.

No commitment required — just a conversation.