You too can realize joy in ownership. Let us help you find it.
Running your agency shouldn't feel like a grind. If you're feeling stuck in production and craving true freedom as an owner, we're here to help you become the best leader you can be.
Most business coaches teach theory. Miles Merwin has lived it.
As the former owner of a high-performing independent insurance agency that grew to more than $3.5 million in revenue and was successfully acquired, Miles understands what it takes to build an agency that creates both freedom and enterprise value. Today, he continues to lead and grow the agency under its new ownership, with a vision to help scale the organization to ten times its current size. That means the challenges he helps clients solve are not lessons from the past — they are the same leadership, growth, hiring, sales, and operational challenges he is actively navigating every day.
As a BOS-UP Coach and founder of Producers to Principals, Miles helps agency owners move from being their agency's best producer to becoming its principal leader. Drawing from years of experience building sales teams, developing leaders, implementing EOS®, creating operational excellence, and creating sustainable growth, he provides practical guidance, accountability, and proven strategies specifically designed for the independent insurance industry.
Miles Merwin
Founder of Producers to Principals
Miles's coaching programs are built on the BOS-UP framework — a proven business operating system used by agencies across the country.
What Producers to Principals
has to offer.
1 on 1 coaching
One to one approach that allows your profits and efficiency soar. You'll expand faster than you ever thought possible.
Mastermind group calls
Group calls with likeminded agency owners in different markets cultivate ideas for you based on proven results from others.
Accountability calls
Monthly accountability calls to keep you on track while introducing you to tools and systems to grow your agency.
Our exclusive app is where it's at.
The Producers To Principals app is your ultimate game changer — a dynamic coaching tool, resource hub, and private community all in one. Designed exclusively for independent agency owners ready to step out of daily production and truly lead, this app gives you the roadmap to build a business that thrives without you in the trenches. From real-time strategies and proven frameworks to peer support and direct access to industry leaders who've been in your shoes, it delivers the clarity and confidence you need to scale. Stop feeling stuck and overwhelmed — this is your launchpad to becoming the visionary owner your agency deserves.
Experience Our App For Free!
Download NowThe pain points holding
agency owners back.
If any of these feel uncomfortably familiar, you're not alone — and you don't have to figure it out on your own.
You're still doing everyone's job.
You started your agency to build something — but most days you're buried in your own book, handling tasks only you can do, and watching the clock run out before you ever get to work on the business. You didn't hire yourself to be your own best producer forever.
Ready to break through? Let's talk about where you are and where you want to go.
Schedule a ConsultationThe 9 core competencies we emphasize
We emphasize these essential skills and disciplines all leaders must need to build great companies. Mastering these skills will build both team and individual effectiveness.
Stories of SuccessUnderstanding concepts
and disciplines
Concepts
- Time-tested insights that make it easier to turn our vision into reality.
- Provide clarity and direction.
- Vision, Core Values, Strategy.
Disciplines
- Best practices that guide behavior and execution, like meetings. They help teams align and stay on track toward goals.
- Foster consistency and accountability.
The alignment
- Concepts provide the "why" — the purpose behind actions.
- Disciplines provide the "how" — the practices that operationalize concepts.
Get to know the founder, Miles Merwin
At heart, I'm a husband first, a father second, and then a business owner. In 2012, I left a secure job with a six-month-old at home and a stay-at-home wife to chase a dream: opening Advisors Insurance Agency, LLC. With no clients, no revenue, and only a laptop, a phone, and a spare bedroom, I took a leap of faith.
"We're not consultants — we're active agency owners who face the same challenges as you every day."
Two key events shaped how I lead today. Reading E-Myth taught me that our real product is our unique approach, not just policies, and that I needed to work on my business, not in it.
Later, hiring a producer who consistently outsold me showed the power of building a strong team rather than competing with them. That's why the Producers to Principals program exists.
Take a step forward, today.
Book a Call
Schedule a consulting & planning call to learn more about P2P
Sit down with Miles and his team to talk through where your agency is today, where you want it to go, and how Producers to Principals can help you get there.
Schedule NowThe P2P App
Download the Producers to Principals app to get started
Try our app for free — your all-in-one coaching tool, resource hub, and private community built exclusively for independent agency owners ready to lead.
Download NowHave Questions?
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let us know how we can help.
