Goose by Q4i - Revenue Growth for Employee Benefits Agencies

Increase revenue. Increase value.

We'll help you double your revenue with half the accounts

In the average book of business, the bottom half of accounts drives only 7% of revenue, and the bottom quarter drives only 2%, many of which are unprofitable. You're busting your ass to lose money. The top 5% of accounts drive around 30% of revenue, and the next 15% drive 35%.

Bottom line: The top 20% of your accounts drive 65% - 70% of your revenue. Develop a strategy to replicate those accounts, and doubling revenue with half the accounts can become a reality.

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Marketing

Increase your agency's visibility and traction with resources on planning, message crafting, and leveraging technology.

Sales

Master prospecting, build a healthy pipeline, and execute the MORE System to improve sales conversations, and turn prospects into long-term clients.

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Service

Define and deliver an exceptional client experience and build cohesive teams with service strategies that keep clients loyal.

Employee benefits agency owners smiling standing back to back with their arms folded

Leadership

Build a vision-driven, culture-strong agency with guidance on effective leadership and communication.

Revenue growth is the
ultimate scorecard

Although it may not be your main motivation, revenue is undeniable proof that your passion for helping others has an impact.

Goose: See the full breakdown

Community

Join a network of growth-minded professionals for peer insights, accountability, and mutual support.

Trusted By

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Sales training curriculum

Align your agency with a consistent sales process

Most insurance agencies don't have a defined sales process, which holds them back from creating consistent growth. The MORE System™, our sales training for employee benefits agencies, is the foundation of our training and development.

Through self-paced online courses, peer discussion, and accountability groups, our sales process helps you create alignment throughout your organization from marketing and sales to service and leadership.

The MORE System™, a five-series course for consultative sales development, will help you build an operational model and generate predictable revenue.

Business strategy, meet clarity

Manage growth with performance dashboards

You can’t manage what you don’t measure. Our self-reflection and performance measurement tools filter out noise and focus on the key indicators of healthy growth. Prioritize and zero in on what will drive the most impact. Access the most robust collection of resources to build your benefits business and guide your progress.

Growth Indexes
Transformation Tracker
Key Performance Indicators
Book of Business Analysis

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If you want to go far, come with us

Network and learn with peers and coaches

Change everything with the right community because growth isn’t a solo journey. With Goose, you gain access to peer groups, expert coaches, and a support community committed to your success. Share ideas, resources, successes and failures, and ask and answer questions. Go further. Get there faster. Enjoy the journey.

Discussion groups for all team members
Discussion group for leaders only
Small group cohorts
Open network training and discussions

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FAQ

What is the Goose platform?

Goose is an online sales training, agency development, and peer community platform for employee benefits agencies.

It’s where benefits professionals go to grow their business, sharpen their sales skills, and solve operational challenges. Through a combination of structured curriculum, on-demand courses, expert coaching, and peer roundtables, Goose helps agency owners and producers build smarter, more profitable agencies.

Whether you need help with sales process, service team structure, compensation, or client retention strategies, Goose gives you the tools and support to make it happen.

How much does Goose cost?

Goose subscriptions start at $275 monthly.

Pricing includes access to core courses, resource libraries, live peer roundtables, business coaching, and an engaged community of benefits professionals. Group discounts and special incentives may be available during membership drives or partner promotions.

Visit the Goose pricing page to see what’s included and explore pricing options for you or your agency.

What is the MORE™ System?

The MORE System stands for Maximizing Organizational Return on Employees.

It’s the foundation of how we help agencies build intentional, high-performing businesses. Most agencies run on instinct and hustle — the MORE System replaces that with structure, strategy, and purpose.

It focuses on aligning your people, processes, and priorities so your agency can:

Scale without burning out your team
Attract and retain the right clients
Deliver a consistent, elevated service experience
Build a culture that supports growth and accountability

You’ll find the MORE System woven into everything we do at Q4i, from the Goose platform to our planning tools to the coaching we provide. The MORE System is a mindset shift that helps you grow.

How do I get started with Goose?

Start by taking the Q4i Agency Analysis or Sales Analysis for individual salespeople.

It’s a quick but powerful tool that helps you assess where your agency or personal book of business is today and where you have room to grow. From there, we figure out what you need to help you grow there.

Take the Analysis to identify your strengths and gaps.
Book a call with our team to talk through your results and see how Goose will help you achieve your growth and development aspirations.
Choose your engagement level, whether you want full access to Goose, targeted courses, or guided coaching.

You’ll walk away with a clear picture of your agency’s potential and the steps to get more from your business and your people.

Steps to get started

1

Take the Analysis

Uncover the obstacles that block your path and identify areas of strength. This helps you evaluate your readiness for growth.

2

We'll discuss your path

Together, we'll review your results and discuss how you can leverage Goose to help you reach your revenue goals.

3

Select a membership

We'll help you decide what membership is right for your current situation so you get exactly what you need.

Who's a fit for the Goose community?

Single producers

Need to find your way to growing a healthy, sustainable book of business? We have the training and community to support your development.

Small + medium agencies

Got a few people on your team and want to take it to the next level? We provide the training and resources to grow with your needs and team.

Divisions + large organizations

Have a whole team you want to bring into cohesion? Our sales training and custom groups offer the flexibility to build your program.

A proven structure to predictable growth

Scale your business with the four pillars of the Q4i Growth Platform

Marketing

The Marketing pillar focuses on helping agencies build effective marketing strategies that set them apart from competitors.

Members can expect resources, guidance, and ready-to-share marketing content to create an intentional marketing presence.

Build a plan, identify your audience, craft compelling messages, and generate traction for your business.

Sales The Sales pillar is all about equipping users with repeatable, flexible sales processes and habits that drive predictable success.

Expect training on building and maintaining a healthy sales pipeline, engaging prospects, and developing the discipline needed for consistent results.

Access tools, tips, and expanded training videos for both sales and service teams to help your organization improve its sales effectiveness.

Service

In the Service pillar, members will find resources to organize the team and deliver exceptional client experiences and support.

This includes strategies for building strong, aligned internal teams and focusing on client relationships, with the goal of providing ongoing value and ensuring client retention.

The Growth Platform philosophy encourages sales and service to work together as a unified team, establishing expertise individually and collectively.

Leadership

The Leadership pillar provides guidance for agency leaders and team members to develop their leadership skills, whether as formal or informal leaders.

Members can expect support in building a cohesive team, fostering a growth-oriented culture, and making strategic decisions that drive agency success.

Communication is the foundation of good leadership, and Goose provides tools to create and keep ongoing communication on track.

What could you do with 10% more?

Incremental changes lead to compound net growth

Could you handle 10% more opportunities in your pipeline?
Can you see increasing the average revenue per opportunity by 10%?
Could you improve conversion ratios by 10%?
What if you improved your closing ratio by 10%?

These changes alone lead to 60% growth. Are you ready for it?

YOUR ULTIMATE WINGMAN

Ready to grow with Goose?

Goose is your growth partner. Let’s discuss how we can drive revenue and increase value for your agency.

See Goose pricing

How we’ve helped others grow.

David GrantPartner | SGL Partners

"You will get tired of hearing from me, but holy sh*t!!! Thank you, thank you. I am drinking the Q4i Kool-Aid, and I am ecstatic. Thank you both for the kind words and for being such good coaches. It has been a while since I have felt so much purpose in my job. I appreciate it, and I am ready to learn more and make my craft so much better."

Billy BridwellSenior Vice President | Keystone Insurers Group

“I have to give a big ‘Thanks’ to Kevin, Wendy, and the Q4i team!! Their leadership in the benefits industry is helping shape the future of our professional development and our clients’ experience. Thanks Kevin for all those coaching sessions and always asking the question beyond the question. Joining the Q4i family is one of the best decisions I have made both personally and professionally. I’m enjoying the journey!!”

Steve HegerPresident | Raffa Financial Service

“Our agency’s primary goal is to step up to the next level and compete against the big national brokers and consultants. The team at Q4intelligence has been instrumental in helping us analyze our current book of business, our current service model, messaging, marketing and sales process so that we could determine exactly where our firm is today. This process has been invaluable for us and, with the help and guidance of everyone at Q4i, we have formulated a cohesive and exciting plan for where we will be tomorrow.”

Lindsay Clarke YoungwerthFounder | Keenly

"As an independent benefits agency, the opportunity for us to provide value to our community has never been more exciting. With ownership comes challenges that become more complex every year. To effectively compete and win, we need help navigating everything from leadership and client service to sales and marketing. The team at Q4intelligence has developed a formula and accountability structure that will help anyone succeed, so long as you are willing to put in the effort. Since working with Kevin and Wendy, my business has grown in a meaningful way; I have a clear vision of my purpose and the confidence I will accomplish my intended outcomes."