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SOS  |  The Pipeline Power System

Your Producers Don't Have
a Closing Problem.
They Have a Door Problem.

Almost every agency we work with tells us the same thing: once we get in the room, we win. We just need more doors to open. The Pipeline Power System gives every producer a written target, a 14-touch outreach sequence and a follow-up cadence built in their own voice, across employee benefits and commercial P&C, so new doors open every week without the owner carrying the pipeline.

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Ryan leads every discovery call personally. 20–30 minutes. No pitch. Just a diagnostic.

"I would highly recommend you to anyone who feels like their results are not aligned with their efforts." Insurance Consultant, SOS Client
The Transformation

Where You Are vs. Where You Are Going

Most insurance agencies are built on the founder's relationships. SOS Insurance replaces that dependency with a system — so the agency grows without the owner in every deal.

Before SOS
The Founder Trap
  • ✗Feast-or-famine production cycles with no floor
  • ✗Every deal requires the founder's personal touch
  • ✗Referrals only — no proactive prospecting engine
  • ✗ICP lives in the founder's head, not on paper
  • ✗Producers win once they're in the room, but not enough doors are opening
  • ✗No pipeline visibility — problems surface too late
  • ✗New reps hired with nothing to hand them
After SOS
The Production Floor
  • ✓New doors opening every week from outreach, not only referrals and renewals
  • ✓Founder out of every deal — team closes without you
  • ✓1440 Sequence running across 6 channels on qualified prospects
  • ✓Written Target Lock that qualifies leads before the first call
  • ✓Value Cadence System keeping producers visible from first touch to close
  • ✓AI-assisted prospecting through the Force Multiplier
  • ✓A system any producer can pick up and run
How It Works

From Founder Trap to Production Floor

Every SOS engagement follows the same three-phase arc: four live build sessions, a Personal Runbook for every producer, then coaching that keeps the system running without you.

Phase 01  ·  Four Live Sessions
Build Sessions
  • Session 1, Kickoff and Diagnostic: current state, team structure, pipeline gaps and each producer's intake
  • Session 2, The Target Lock: the accounts each producer is built to win, and the triggers that make now the time to reach out
  • Session 3, The 1440: fourteen touches over forty days across six channels
  • Session 4, The Value Cadence System: staying present from first conversation to closed deal
Phase 02  ·  After Session 4
Personal Runbooks
  • A Personal Runbook for every producer, built from their own intake
  • Scripts for the full 1440 and multiple Value Cadence plays, written in their voice
  • Pipeline math worked out to a real number: conversations a week and the hours it takes
  • A red-flag review of every Runbook before it reaches a producer
Phase 03  ·  Ongoing
Activation & Coaching
  • Weekly forum calls: bring live deals, messaging and objections, and work them in the room
  • Coaching support between calls when a producer is stuck on a real account
  • The Force Multiplier: AI prompts that sharpen what producers write, in their own voice
  • Scale Track: the High-Impact Sales Meeting framework installed with your leadership team
  • Owner debrief at engagement close: what's running, what needs tuning, retainer decision
DISCOVERY CALL KICKOFF & INTAKE TARGET LOCK 1440 + VCS BUILD PERSONAL RUNBOOK COACHING & FORUMS PRODUCTION FLOOR
4 Live Build Sessions
6–12 Weeks to a Complete System
The Pipeline Power System

Four Components. One System. Built for Your Agency.

SOS is a done-with-you engagement. We build it alongside you and your team, then hand it to your producers and make sure they can run it without you.

Pipeline Power System — Bullseye Model
01
Component 01

The Target Lock

Clarity before pursuit

Your ideal account defined with precision: size, industry, pain profile, fit signals and the decision makers worth your team's time. Producers stop chasing everything and start winning the accounts your agency is built to serve.

02
Component 02

The 1440

14 touches · 40 days · 6 channels

A prospecting sequence built for insurance producers pursuing employer groups for benefits or commercial accounts for P&C, timed to renewal dates and x-dates. Every message delivers value before it makes an ask.

03
Component 03

The Value Cadence System

First touch to close

Getting the meeting is only half the battle. The VCS keeps producers present from first conversation to closed deal, so when a prospect is ready to move, your agency is the one they call.

04
Component 04

The Force Multiplier

AI amplifies all

AI prompts that help producers run the whole system faster and sharper, in their own voice, so they spend more time building trust and less on research and prep. It removes the guesswork, not the relationship.

And every producer walks away with this

The Personal Runbook

Not a binder of theory with their name on the cover. Their target accounts. Their words. Their objections. Their case stories. Twenty-seven scripts across the full 1440 and multiple Value Cadence plays, written in their own voice, and their pipeline math worked out to a real number. How many conversations it takes to hit their goal, and what that costs them in hours a week.

It is the difference between training a producer and handing them something they can run.

27Scripts
1Per Producer
100%Their Voice
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Real Result

The Gap Isn't Talent.
It's Process.

A regional benefits agency came to us struggling to consistently produce new business appointments, and the meetings they did get weren't converting into closed deals.

Over the first 90 days, we built and installed the Pipeline Power System inside their agency — trained leadership to run it, and coached the sales team, six producers at the time, nine today, on executing it. In month four, the engagement transitioned into ongoing coaching to make sure every producer was working the process on every deal.

After our first seven months of working together, here's what we achieved.

$1.5M+Closed
9Producers
7Months
  • Collectively, the agency generated over $1.5 million in closed business
  • One producer generated over $300K in new business
  • Another generated over $360K in new business, with less than a year of tenure
  • Two new producers each closed two new deals in their first six months
  • One seasoned producer went from producing $75K–$100K a year to exceeding $200K
  • Every producer is generating at least one qualified new-business appointment a week, with several generating two or more

Nine producers. One system. A pipeline that runs whether the owner is in the room or not.

"Just sold my 1st group 100% following the process. ... I know I have been doing this a long time, but finally I have a real roadmap THAT WORKS."VP of Sales, Benefits Firm
2Deals Closed
$75KNew Revenue
90Days
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Who You'll Work With

Who's in the Room With Your Team

Ryan James Miller
Founder, SOS

Ryan James Miller

More than twenty years in high-performance sales and leadership, building the systems that take owners out of the pipeline. Ryan leads every discovery call personally.

"When I used to own restaurants, sometimes you don't see the dirt in the corner because you're there seven days a week. Well, now Ryan is in the restaurant with us."Managing Partner, Benefits Agency
Who We Serve

Three Tracks. One System.

SOS works with values-aligned leaders in employee benefits and commercial P&C who are ready to build, not just talk about building. Your track is set by your starting point and whether you want us to build it and hand it over, or build it and stay in to run it with you.

Tier 1

The Advisor Track

Independent benefits advisors or commercial P&C producers with a $500K+ book who are ready to stop starting from zero every month.

  • Target Lock built for your individual practice
  • 1440 Sequence installed and running
  • Value Cadence System for solo use
  • Force Multiplier — AI tools integrated into your workflow
  • Weekly forum calls and coaching support
  • 1-on-1 access as needed
The result: Qualified conversations on the calendar consistently. No more starting from zero each month.
Most Popular
Tier 2

The Agency Track

For agencies that want the system built, handed to their producers, and run in-house. We install it and make sure your team can run it.

  • Full Pipeline Power System at the agency level
  • Target Lock defined for the agency's ideal account
  • 1440 built and trained for the producer team
  • VCS implemented as the standard engagement cadence
  • Force Multiplier rolled out across the team
  • Direct work with owner and key producers during build
  • Weekly forum calls and coaching support
The result: A production floor you own. Producers prospecting consistently, and the owner out of the middle of every deal.
Tier 3

The Scale Track

For agencies that want the system built and SOS staying in the room: coaching support, leadership calls and accountability while the team grows into it.

  • Everything in the Agency Track
  • Ongoing coaching support after the build
  • Weekly forum calls for your producers
  • Dedicated monthly agency-level leadership call
  • High-Impact Sales Meeting framework installed
  • Sales leadership accountability structure built
  • Pipeline visibility tools for independent coaching
The result: A system that keeps getting sharper after the build, because we stay in it with your leaders until they run it without us.

Started on the Advisor or Agency Track? You can add ongoing coaching and accountability at engagement close, as your team grows into the system.

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Why SOS

What Makes This Different

SOS Generic Sales Training
Done-with-you build — you own every deliverable✓✗
Field-tested inside the insurance industry✓✗
Prospecting sequence built for your specific ICP✓✗
AI tools integrated into the producer workflow✓✗
Accountability for execution built into the engagement✓✗
One-day workshop with no follow-through system✗✓
Frequently Asked Questions

What Agency Leaders Ask Before We Start

Clear answers to the questions that should not require another meeting.

How is this different from a one-day workshop or generic sales training?

A workshop teaches a skill for a day. We install a system — the Target Lock, the 1440 sequence, the Value Cadence System, and the Force Multiplier — inside your agency over 6 to 12 weeks, and we stay in the build until your producers are running it without you.

What if my producers resist doing things a new way?

Every engagement includes coaching support and weekly forum calls built specifically for adoption: role-play, real-time troubleshooting and accountability. Producers who see qualified meetings landing on their calendar tend to stop resisting fast.

How much time does this take from me and my team?

The heaviest commitment is the four live build sessions. After that, the weekly forum calls are for your producers, and the system runs through them, not through you.

How is payment structured?

A deposit to begin, with installments tied to build milestones. Solo advisor engagements can be paid in full or split into three payments.

Do you work with agencies outside group benefits and commercial lines?

SOS is built for both sides of the commercial house: group benefits and voluntary, and commercial P&C. Targets and triggers are built around how each side buys, including renewal dates and x-dates. It isn't built for personal-lines-only agencies.

We already have a sales process. Why would we need this?

Most agencies we work with do, and it usually works well once a producer is in the room. The Pipeline Power System builds the part most processes skip: who to pursue, how to open the door, and how to stay present until the prospect is ready to move. Your process is one room. SOS is the house. As one producer put it after the first session: "We don't have to completely rebuild it; we just have to refine it. That's a lot less overwhelming."

How do we keep producers from promising what our agency can't deliver?

Every Personal Runbook gets a red-flag review before it reaches a producer. We check every script for claims, promises and language your agency can't stand behind, and leadership gets a summary of anything we flagged. You see what your producers will send before a prospect does.

Ready to Build

Stop Being the Pipeline.
Start Running a System.

One VP of Sales closed two deals worth $75K within 90 days of kickoff. His email to us: "Just sold my 1st group 100% following the process." The question isn't whether the system works. It's whether your team will run it.

Book a Discovery Call

Ryan leads every call personally. 20–30 minutes. No pitch. Just a diagnostic.