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  • This quarter · 9
  • Big bets · 3
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Generated Oct 22, 2026
  1. Programmable
  2. Playbooks
  3. Foundation Risk Partners
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growth playbook · Oct 22, 2026

foundationriskpartners.com (opens in a new tab)

Foundation Risk Partners growth playbook

Diagnosis

FRP is growing by acquisition and hiring at scale: 60 open roles, mostly account managers and producers, with cross-selling written into producer roles, a retirement relationship manager and financial planner, a Salesforce lead for two orgs (Insurance and Wealth & Retirement) and new agency onboarding, and a regional leader in Northern California.

Its own writing says clients want one partner for every need. The website does not say that: retirement and wealth are missing from Solutions, the homepage has no H1 or description, statistics read 0% in the HTML, the agency list is incomplete and much of the news links out to LinkedIn.

This playbook adds a Retirement & Wealth page, fixes the homepage and statistics, completes the network directory and speeds up routing first, then builds whole-account reviews, industry pages, referrals, onboarding playbooks and bigger bets on one client portal, an employer survey and faster quotes.

Growth Score

6/10

Biggest Opportunity

Show and sell the whole network to every client: benefits clients who also buy P&C, retirement and personal lines from FRP.

Biggest Risk

Alera Group, World Insurance, Acrisure and other consolidators compete for the same agencies and clients, and several already present insurance, benefits and retirement as one offer.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Put retirement plans and wealth on the site, so benefits clients can see FRP runs the 401(k) too

    Write the Retirement & Wealth page from the Advus and LBW service lists.

    High impact First result in 1 month
  2. 2

    Give the homepage a title, an H1 and a description that say what FRP is

    Write the H1 and description today.

    High impact First result in 2 weeks
  3. 3

    Fix the statistics that read 0% and refresh the 2023 solution pages

    List every statistic on the solutions pages with its source and year.

    Medium impact First result in 2 weeks

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 6 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 4Big bets · 8Fill-ins · 6Reconsider · 3
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    FRP is hiring a Retirement Services relationship manager for Advus's 401(k) clients and a financial planning advisor for LBW, and it runs a separate Wealth & Retirement Salesforce org. Its own post argues that a CHRO "does not want to find and work with multiple providers". But foundationrp.com's Solutions menu has no retirement or wealth page, the Employee Benefits page never says "401(k)", and the contact form has no retirement option. An HR leader buying benefits from FRP cannot tell that the same firm can run the company's retirement plan, while Alera Group and World Insurance put retirement and wealth in their main navigation.

    High impactLow effort First result in 1 month Marketing and communications…

    First action

    Write the Retirement & Wealth page from the Advus and LBW service lists.

    How to measure it

    Retirement and wealth inquiries

    Now
    –
    Target
    15 a quarter
    By
    2 quarters

    Steps

    1. 1

      List the services

      Retirement plan, fiduciary and planning services across Advus, LBW and others.

      Client Relationship Manager-Retirement Services 2 days

    2. 2

      Compliance review

      Advertising rules for retirement and advisory services.

      Compliance 1 week

    3. 3

      Write the page

      Services, who it is for, the agencies behind it, one call to action.

      Marketing and communications lead 3 days

    4. 4

      Add to navigation

      Solutions menu, Employee Benefits and Life pages.

      Marketing and communications lead 1 day

    5. 5

      Update the form

      Add "Retirement plans" and route to the Wealth & Retirement org.

      Salesforce Enablement Lead 2 days

    6. 6

      Brief account managers

      Mention the page in every benefits renewal.

      Regional Vice President of Employee Benefits Operations 1 week

    7. 7

      Report

      Inquiries and opportunities created each month.

      Salesforce Enablement Lead monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Marketing and communications lead

    Smallest test

    Add "Retirement plans" to the contact form and a short section on the Employee Benefits page this week.

    Why it works

    Add a "Retirement & Wealth" item to the Solutions menu with one page: 401(k) and retirement plan consulting (fiduciary support, plan design, ERISA compliance), executive and individual planning, and the FRP agencies that deliver it. Link it from Employee Benefits and Life pages, add "Retirement plans" to the contact form's needs list, and route those requests to the Wealth & Retirement Salesforce org. Ask every benefits account manager to mention the page at renewal.

    Employers already trust FRP with benefits; a visible retirement offer turns each benefits client into a second-line opportunity and gives the new retirement and planning hires inbound demand.

    Ready to use

    ChecklistRetirement & Wealth page list

    [ ] Solutions menu item
    [ ] 401(k) and retirement plan consulting section
    [ ] Executive and individual planning section
    [ ] Agencies that deliver each service
    [ ] Compliance-approved wording
    [ ] Contact form option routed to Wealth & Retirement Salesforce
    [ ] Links from Employee Benefits and Life pages

    Risks and how to handle them

    • Advisory rules differ from insurance rules

      Have compliance approve every claim on the page.

    • Agencies market retirement under their own brands

      Show the agency names on the page and link to them.

    Evidence

    • HiringClient Relationship Manager-Retirement Services (remote, posted October 8, 2026) for the Advus team: "comprehensive relationship management support to our Retirement Plan Advisors" for "401(k) and other retirement plan services", acting as "an internal ERISA and 401(k) expert". A Financial Planning Advisor for the LBW team (Valencia, CA, posted October 12, 2026) will "Prepare and deliver financial planning sessions, presentations, or seminars to drive new business" and "Contribute to developing new sales & marketing strategies".Source
    • HiringSalesforce Enablement Lead (remote, posted October 13, 2026): drive "adoption, and continued engagement across our Insurance and Wealth & Retirement Salesforce platforms", "two distinct Salesforce organizations", and "Lead the Salesforce enablement workstream for new agency onboarding".Source
    • Your websiteThe Solutions menu offers Employee Benefits, Personal Lines, Property & Casualty, Life, Disability and LTC, five specialty practices and Risk Management; there is no retirement plan or wealth management page. The Employee Benefits page never mentions 401(k) or retirement, although the West Region page lists "401(k), Medicare plans" under employee benefits and Advus Financial Partners appears in the agency list.Source
    • Your websiteThe contact form asks for state and city and "What best describes your needs?" with six options: Insurance Coverage, Employee Benefits, Risk Management, Claims Support, Multiple Services, Other. Every "Consult With a Broker" button on the solutions pages and every "Learn more" link on the Industries page goes to this one form.Source
    • Your websiteNews post, September 8, 2025, "A Complete Insurance Solutions Ecosystem": The Westport Group's new Chief Development Officer writes that "the modern-day demand is for one partner that will address and manage their complete financial need" and that "if I am a CHRO working with my trusted benefits advisor, I do not want to find and work with multiple providers"; FRP is "rapidly growing through M&A and diversification of solutions".Source
    • Competitor researchRivals' own homepages: Alera Group's navigation has Financial Services with Wealth Management and Retirement Plans next to its insurance lines; World Insurance Associates says it covers "risk management, employee benefits, and retirement and wealth management services" with "Retirement Plan Consulting" for employers; Acrisure "connects ambitious people and entrepreneurs with the insurance and business solutions they need"; Patriot Growth Insurance Services offers a "national team" with tailored solutions.Source
  • 02

    The homepage has no meta description, no H1 heading and no social share image, and its counters (partnerships, offices, cities, states, professionals) read 0 in the page HTML until scripts run. Search engines, AI assistants and link previews have to guess what FRP does from a list of agency names.

    High impactLow effort First result in 2 weeks Marketing and communications…

    First action

    Write the H1 and description today.

    How to measure it

    Search click-through to the homepage

    Now
    –
    Target
    +15%
    By
    1 quarter

    Steps

    1. 1

      Write H1

      One line on who FRP is.

      Marketing and communications lead 1 hour

    2. 2

      Write description

      Lines, reach and the agency network.

      Marketing and communications lead 1 hour

    3. 3

      Share image

      Brand image for LinkedIn and email.

      Marketing and communications lead 1 day

    4. 4

      Static counters

      Numbers in the HTML.

      Web developer 1 day

    5. 5

      Repeat

      Solutions and careers pages.

      Marketing and communications lead 2 days

    6. 6

      Measure

      Search Console click-through.

      Marketing and communications lead monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Marketing and communications lead

    Smallest test

    Publish the new homepage description.

    Why it works

    Write an H1 and meta description that name FRP as a national insurance brokerage and consulting firm (commercial, employee benefits, personal, retirement) with agencies across all 50 states, add a share image, and put the counter numbers in the HTML so they read correctly without scripts.

    A clear first impression in search and in shared links helps recruits, clients and agencies considering a sale.

    Risks and how to handle them

    • Counts change with each acquisition

      Update the numbers quarterly.

    Evidence

    • Your websitefoundationriskpartners.com redirects to foundationrp.com. The homepage says FRP is "one of the fastest-growing insurance brokerage and consulting firms in the United States" with "close to 200 strategic partnerships", then lists about 45 agency partners by region and seven specialty practices, each linking to its own website. The homepage has no meta description, no H1 heading and no social share image.Source
    • Your websiteStatistics on the solutions pages count up with scripts, so the page HTML reads "0 % of businesses in the U.S. are underinsured by 40% or more", "$ 0 Billion per year" and, on Employee Benefits, "0 % of new-client compliance assessments conducted by our auditors reveal errors"; the homepage shows "0 PARTNERSHIPS 0 OFFICES 0 CITIES 0 STATES 0 PROFESSIONALS". The Property & Casualty and Personal Lines pages were last modified in February 2023 per the sitemap.Source
    • Google PageSpeedHomepage, mobile lab test (October 21, 2026): performance 49/100 (desktop 95), main content after 13.6s, 3.3 MB; the biggest fixes are unused JavaScript (about 4s), render-blocking requests (about 2.3s) and unused CSS (about 1.2s). Real visitors (Chrome UX Report) pass Core Web Vitals: LCP 1.5s, INP 95ms, CLS 0.Source
  • 03

    On the Property & Casualty and Employee Benefits pages, the "Did you know?" statistics count up with scripts, so the HTML says "0 % of businesses in the U.S. are underinsured by 40% or more" and "0 % of new-client compliance assessments ... reveal errors". The P&C and Personal Lines pages were last changed in February 2023, and some cited statistics are years old.

    Medium impactLow effort First result in 2 weeks Marketing and communications…

    First action

    List every statistic on the solutions pages with its source and year.

    How to measure it

    Pages reviewed this year

    Now
    –
    Target
    100%
    By
    1 month

    Steps

    1. 1

      Inventory

      All statistics and sources.

      Marketing and communications lead 1 day

    2. 2

      Replace

      Current, named sources.

      Marketing and communications lead 2 days

    3. 3

      Static numbers

      In the HTML.

      Web developer 1 day

    4. 4

      Own data

      One FRP statistic per page.

      Regional Vice President of Employee Benefits Operations 1 week

    5. 5

      Date pages

      Last reviewed.

      Marketing and communications lead 1 hour

    6. 6

      Review

      Every year.

      Marketing and communications lead yearly

    First result
    2 weeks
    Cost
    $0
    Owner
    Marketing and communications lead

    Smallest test

    Fix the two "0%" statistics today.

    Why it works

    Render the numbers as text with the animation on top, replace older statistics with current ones from named sources, and add a "last reviewed" date. Use FRP's own data where possible (for example, the share of new-client benefits audits that find errors).

    A broker selling risk analysis should not show a page that reads "0%" to machines, and current numbers make the pages worth citing.

    Risks and how to handle them

    • Own statistics need backing

      Publish only figures FRP can show its method for.

    Evidence

    • Your websiteStatistics on the solutions pages count up with scripts, so the page HTML reads "0 % of businesses in the U.S. are underinsured by 40% or more", "$ 0 Billion per year" and, on Employee Benefits, "0 % of new-client compliance assessments conducted by our auditors reveal errors"; the homepage shows "0 PARTNERSHIPS 0 OFFICES 0 CITIES 0 STATES 0 PROFESSIONALS". The Property & Casualty and Personal Lines pages were last modified in February 2023 per the sitemap.Source
    • Your websiteLife, Disability and LTC page: key person planning, deferred compensation, estate and special needs planning, with statistics such as "70% of people over 65 will need LTC, with an average cost of $138,000 per person"; the Employee Benefits page lists benefits administration, compliance, underwriting and advocacy.Source
    • Your websiteThe Solutions menu offers Employee Benefits, Personal Lines, Property & Casualty, Life, Disability and LTC, five specialty practices and Risk Management; there is no retirement plan or wealth management page. The Employee Benefits page never mentions 401(k) or retirement, although the West Region page lists "401(k), Medicare plans" under employee benefits and Advus Financial Partners appears in the agency list.Source
  • 04

    FRP says it has close to 200 partnerships, but the homepage lists about 45 agencies, and agencies hiring today, such as The Westport Group in Braintree and SIP Insurance, are not on it. Agency owners considering a sale, recruits and clients all use that list to judge FRP's reach.

    Medium impactLow effort First result in 1 month Chief Acquisition Officer

    First action

    Export the current agency list with states and lines.

    How to measure it

    Monthly directory visits

    Now
    –
    Target
    1,000
    By
    1 quarter

    Steps

    1. 1

      Export list

      All agencies and practices.

      Chief Acquisition Officer 2 days

    2. 2

      Add fields

      States, lines, website.

      Marketing and communications lead 1 week

    3. 3

      Build directory

      WordPress with filters.

      Web developer 1 week

    4. 4

      Link

      Homepage, Partnerships, careers.

      Marketing and communications lead 1 day

    5. 5

      Update rule

      At every closing.

      Chief Acquisition Officer ongoing

    6. 6

      Measure

      Visits and clicks.

      Marketing and communications lead monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Chief Acquisition Officer

    Smallest test

    Add the missing agencies to the homepage list.

    Why it works

    Build a searchable network directory: every agency and practice with its states, lines and website, filterable by state and line, updated at each closing. Link it from the homepage, the Partnerships page and job posts.

    A complete, current network shows scale to sellers and helps clients find the right local agency.

    Risks and how to handle them

    • Some agencies want to stay low-key

      Let each agency choose how it is listed.

    Evidence

    • Your websitefoundationriskpartners.com redirects to foundationrp.com. The homepage says FRP is "one of the fastest-growing insurance brokerage and consulting firms in the United States" with "close to 200 strategic partnerships", then lists about 45 agency partners by region and seven specialty practices, each linking to its own website. The homepage has no meta description, no H1 heading and no social share image.Source
    • Your websiteThe Westport Group (hiring in Braintree, MA) and SIP Insurance (named in a job post) are not in the homepage agency list, which ends with a link to "Additional FRP West Regional Agencies". The Regional Locations page lists three head offices (Ormond Beach FL, Louisville KY, New Hyde Park NY).Source
    • Your websitePartnerships page: an M&A program for agencies ("Interested in joining the finest and fastest growing network of insurance agencies?"), backed by private equity firm Partners Group, with a Chief Acquisition Officer and an email link as the only contact route.Source
    • HiringMarketing Analyst - Commercial Lines (Orange, CA, posted October 9, 2026; $125,000-$175,000): an insurance placement role that markets "new and renewal commercial insurance opportunities" to carriers, wholesalers and specialty markets, prepares "side-by-side carrier comparisons", monitors "carrier appetite changes", and records activity in Applied Epic. A Producer in Training opened October 20, 2026 for The Westport Group in Braintree, MA.Source
  • 05

    The contact form already asks for state, city and need, and every "Consult With a Broker" button leads there. With dozens of agencies, a request from Key West or Sacramento can wait while it is forwarded by hand.

    High impactLow effort First result in 1 month Salesforce Enablement Lead

    First action

    Map states and lines to agencies in a routing table.

    How to measure it

    Requests contacted within one business day

    Now
    –
    Target
    90%
    By
    1 quarter

    Steps

    1. 1

      Routing table

      State, city, need to agency.

      Salesforce Enablement Lead 1 week

    2. 2

      Automate

      Salesforce assignment and alerts.

      Salesforce Enablement Lead 1 week

    3. 3

      Confirmation

      Email naming the agency.

      Marketing and communications lead 2 days

    4. 4

      Track

      Time to first contact.

      Salesforce Enablement Lead weekly

    5. 5

      Escalate

      Unanswered after one day.

      Regional Unit Leader ongoing

    6. 6

      Report

      Requests to clients.

      Salesforce Enablement Lead monthly

    First result
    1 month
    Cost
    $0
    Owner
    Salesforce Enablement Lead

    Smallest test

    Measure response time for last month's requests.

    Why it works

    Use state, city and need to assign each request in Salesforce to the nearest agency with that line, alert the producer, send the requester a confirmation naming their local agency and adviser, and track time to first contact.

    Speed and a named local adviser win commercial and benefits buyers who are comparing brokers.

    Risks and how to handle them

    • Two Salesforce orgs

      Send retirement requests to the Wealth & Retirement org.

    Evidence

    • Your websiteThe contact form asks for state and city and "What best describes your needs?" with six options: Insurance Coverage, Employee Benefits, Risk Management, Claims Support, Multiple Services, Other. Every "Consult With a Broker" button on the solutions pages and every "Learn more" link on the Industries page goes to this one form.Source
    • HiringSalesforce Enablement Lead (remote, posted October 13, 2026): drive "adoption, and continued engagement across our Insurance and Wealth & Retirement Salesforce platforms", "two distinct Salesforce organizations", and "Lead the Salesforce enablement workstream for new agency onboarding".Source
    • HiringThe Greenhouse board lists 60 open roles (read October 21, 2026): 32 in account management, 10 in sales, 6 Summer 2027 internships. Commercial Lines Account Managers are wanted in Key West, Miami, Jacksonville, Pensacola, Port St. Lucie, St. Augustine, Panama City and Jonesville, Florida, and in Apex NC, Sacramento, Warrington PA and Orange CA; two regional VPs of operations (P&C and Employee Benefits) are open in Orange, CA.Source
  • 06

    The sitemap lists WordPress's default sample page from 2019, two coronavirus pages, 302 tag pages and dozens of "posts" that are just links to LinkedIn and agency websites. Search engines spend their visits on pages that say nothing about FRP.

    Medium impactLow effort First result in 2 weeks Marketing and communications…

    First action

    Remove the sample page today.

    How to measure it

    Sitemap URLs that are FRP pages

    Now
    –
    Target
    100%
    By
    1 month

    Steps

    1. 1

      Remove sample page

      Unpublish.

      Web developer 10 minutes

    2. 2

      Redirect old pages

      Coronavirus pages to News.

      Web developer 1 hour

    3. 3

      Noindex tags

      Tag archives.

      Web developer 1 hour

    4. 4

      Rewrite news

      Top ten LinkedIn announcements as posts.

      Marketing and communications lead 1 week

    5. 5

      Resubmit

      Sitemap in Search Console.

      Marketing and communications lead 1 hour

    6. 6

      Check

      Index coverage.

      Marketing and communications lead monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Marketing and communications lead

    Smallest test

    Unpublish the sample page and resubmit the sitemap.

    Why it works

    Unpublish the sample page, redirect the coronavirus pages, keep tag pages out of the index, and turn the best LinkedIn announcements into short FRP news posts that link back to LinkedIn.

    A clean sitemap helps the pages that matter get crawled, and news on FRP's own site builds its search presence instead of LinkedIn's.

    Risks and how to handle them

    • Losing old links

      Redirect rather than delete.

    Evidence

    • Your websiteSitemap (588 URLs): 302 tag pages; the post sitemap lists dozens of entries that are links out to LinkedIn posts and agency websites rather than FRP pages; WordPress's default /sample-page/ (2019) and two /coronavirus/ entries are still listed; the RSS feed's last post is July 14, 2026.Source

This quarter 9

The core plays for the next three months.

  • 07

    Commercial producers are hired to "cross sell P&C lines into existing accounts", and the Regional Unit Leader owns cross-sell and upsell. FRP's own post says buyers want one partner for their complete financial need. Most benefits clients probably buy only benefits.

    High impactMedium effort First result in 1 quarter Regional Vice President of Em…

    First action

    Pull a list of benefits clients with no P&C or retirement line.

    How to measure it

    Benefits clients with a second line

    Now
    –
    Target
    +10 points
    By
    4 quarters

    Steps

    1. 1

      Find gaps

      Benefits-only clients by agency.

      Salesforce Enablement Lead 1 week

    2. 2

      Scorecard

      One page per review.

      Regional Vice President of Employee Benefits Operations 2 weeks

    3. 3

      Train

      Account managers and producers.

      Regional Vice President of Employee Benefits Operations 2 weeks

    4. 4

      Book

      With every renewal.

      Employee Benefits Sales Consultant ongoing

    5. 5

      Track

      Reviews and new lines.

      Salesforce Enablement Lead monthly

    6. 6

      Reward

      Shared credit for cross-sell.

      Regional Unit Leader quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Regional Vice President of Employee Benefits Operations

    Smallest test

    Run ten reviews in one agency.

    Why it works

    Offer every benefits client a free annual whole-account review: commercial coverage gaps, retirement plan health and executive personal lines. Use a one-page scorecard, book the review with the benefits renewal, and track lines per client in Salesforce.

    Clients with more lines stay longer, and the review gives producers a warm reason to meet.

    Risks and how to handle them

    • Agencies compete for credit

      Agree a shared-credit rule before launch.

    Evidence

    • HiringCommercial Insurance Sales Producers (Balsiger Insurance in Boulder, CO, and Las Vegas): "Ability to partner with existing FRP Advisors to cross sell P&C lines into existing accounts", "source referrals through existing professional & personal relationships" and "cold call to set appointments". Employee Benefits Sales Consultants and Producers are open in Louisville, Columbia MD, Camden NJ, Las Vegas, Orange, Woodland Hills, San Francisco and Valencia.Source
    • HiringRegional Unit Leader, Northern California (Sacramento, posted October 9, 2026): owns "the overall P&L", "strategic sales plans to drive new business, cross-sell opportunities, and upsell initiatives", and will "Represent Foundation Risk Partners at industry events and networking functions to strengthen brand visibility and recruit top-tier sales talent".Source
    • Your websiteNews post, September 8, 2025, "A Complete Insurance Solutions Ecosystem": The Westport Group's new Chief Development Officer writes that "the modern-day demand is for one partner that will address and manage their complete financial need" and that "if I am a CHRO working with my trusted benefits advisor, I do not want to find and work with multiple providers"; FRP is "rapidly growing through M&A and diversification of solutions".Source
    • HiringSalesforce Enablement Lead (remote, posted October 13, 2026): drive "adoption, and continued engagement across our Insurance and Wealth & Retirement Salesforce platforms", "two distinct Salesforce organizations", and "Lead the Salesforce enablement workstream for new agency onboarding".Source
  • 08

    The Industries page has one paragraph each for six industries, every one ending in a generic contact link. FRP has specialists behind these lines, such as Cornell's clinical risk management hires for healthcare providers.

    High impactMedium effort First result in 1 quarter Clinical Risk Management Mana…

    First action

    Outline the healthcare page with the Cornell team.

    How to measure it

    Industry-page inquiries

    Now
    –
    Target
    20 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick two

      Healthcare and construction.

      Marketing and communications lead 1 day

    2. 2

      Interview

      Specialists in each.

      Marketing and communications lead 2 weeks

    3. 3

      Write

      Risks, coverages, example.

      Marketing and communications lead 2 weeks

    4. 4

      Checklist

      One download per industry.

      Clinical Risk Management Manager 1 week

    5. 5

      Publish

      With routed forms.

      Web developer 1 week

    6. 6

      Expand

      Four more industries.

      Marketing and communications lead 1 quarter

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Clinical Risk Management Manager

    Smallest test

    Publish the healthcare page.

    Why it works

    Build one page per industry with the risks, the coverages, the FRP agency and specialists who serve it, a short client example and an industry checklist download. Start with healthcare and construction.

    Buyers search by industry and choose brokers who know their risks.

    Risks and how to handle them

    • Client examples need consent

      Use anonymised examples where needed.

    Evidence

    • Your websiteIndustries page: short paragraphs on habitational property, construction, manufacturing, aviation, healthcare and utilities, each ending in "Learn more" to the contact form. There are no pages per industry, no case studies and no testimonials from clients (the six testimonial entries in the sitemap are from interns and staff).Source
    • HiringCornell Insurance (Edison, NJ) is hiring a Clinical Risk Management Manager to review "medical records, incident reports, and claims data to identify potential clinical risks" for healthcare providers, and a Medical Professional Liability Risk Manager.Source
    • Your websiteThe contact form asks for state and city and "What best describes your needs?" with six options: Insurance Coverage, Employee Benefits, Risk Management, Claims Support, Multiple Services, Other. Every "Consult With a Broker" button on the solutions pages and every "Learn more" link on the Industries page goes to this one form.Source
  • 09

    The new producers are asked to source referrals through their relationships and to cold call. FRP already has a banking institutions practice and estate and deferred compensation planning.

    High impactLow effort First result in 1 quarter Commercial Insurance Sales Pr…

    First action

    List 20 CPAs and attorneys who already send business.

    How to measure it

    Professional referrals

    Now
    –
    Target
    30 a quarter
    By
    2 quarters

    Steps

    1. 1

      List partners

      Current referrers.

      Commercial Insurance Sales Producer 1 week

    2. 2

      Page and form

      For professional referrers.

      Marketing and communications lead 2 weeks

    3. 3

      Briefing

      Quarterly risk update.

      Marketing and communications lead quarterly

    4. 4

      Track source

      In Salesforce.

      Salesforce Enablement Lead 1 week

    5. 5

      Events

      Breakfast briefings per region.

      Regional Unit Leader quarterly

    6. 6

      Thank

      Report back on every referral.

      Commercial Insurance Sales Producer ongoing

    First result
    1 quarter
    Cost
    Event costs
    Owner
    Commercial Insurance Sales Producer

    Smallest test

    Host one CPA breakfast.

    Why it works

    Build a professional-referral program: a short page for CPAs, attorneys and bankers, a quarterly client-risk briefing they can share, and a simple referral form that tracks the source in Salesforce.

    Advisers who already serve business owners send warmer leads than cold calls.

    Risks and how to handle them

    • Referral fees are regulated

      Use thank-you and education, not payments, unless compliance approves.

    Evidence

    • HiringCommercial Insurance Sales Producers (Balsiger Insurance in Boulder, CO, and Las Vegas): "Ability to partner with existing FRP Advisors to cross sell P&C lines into existing accounts", "source referrals through existing professional & personal relationships" and "cold call to set appointments". Employee Benefits Sales Consultants and Producers are open in Louisville, Columbia MD, Camden NJ, Las Vegas, Orange, Woodland Hills, San Francisco and Valencia.Source
    • Your websiteLife, Disability and LTC page: key person planning, deferred compensation, estate and special needs planning, with statistics such as "70% of people over 65 will need LTC, with an average cost of $138,000 per person"; the Employee Benefits page lists benefits administration, compliance, underwriting and advocacy.Source
    • HiringSalesforce Enablement Lead (remote, posted October 13, 2026): drive "adoption, and continued engagement across our Insurance and Wealth & Retirement Salesforce platforms", "two distinct Salesforce organizations", and "Lead the Salesforce enablement workstream for new agency onboarding".Source
  • 10

    The financial planning advisor is asked to run seminars to drive new business, and benefits clients employ thousands of people. Retirement and planning services are invisible on the site today.

    Medium impactMedium effort First result in 1 quarter Financial Planning Advisor

    First action

    Pilot one seminar with a benefits client.

    How to measure it

    New planning clients

    Now
    –
    Target
    20 a quarter
    By
    2 quarters

    Steps

    1. 1

      Design series

      Three sessions.

      Financial Planning Advisor 2 weeks

    2. 2

      Compliance

      Approve materials.

      Compliance 2 weeks

    3. 3

      Pilot

      One employer.

      Financial Planning Advisor 1 month

    4. 4

      Offer

      All benefits clients.

      Regional Vice President of Employee Benefits Operations ongoing

    5. 5

      Follow up

      One-to-one sessions.

      Financial Planning Advisor ongoing

    6. 6

      Measure

      Clients per seminar.

      Salesforce Enablement Lead monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Financial Planning Advisor

    Smallest test

    Run one seminar.

    Why it works

    Offer benefits clients a free financial wellness seminar series for their employees (retirement basics, insurance at home, planning for care costs), delivered by FRP planners, with an optional one-to-one session.

    It adds value to the benefits relationship and creates individual planning clients within compliance rules.

    Risks and how to handle them

    • Employer concerns about selling

      Keep sessions educational with opt-in follow-up.

    Evidence

    • HiringClient Relationship Manager-Retirement Services (remote, posted October 8, 2026) for the Advus team: "comprehensive relationship management support to our Retirement Plan Advisors" for "401(k) and other retirement plan services", acting as "an internal ERISA and 401(k) expert". A Financial Planning Advisor for the LBW team (Valencia, CA, posted October 12, 2026) will "Prepare and deliver financial planning sessions, presentations, or seminars to drive new business" and "Contribute to developing new sales & marketing strategies".Source
    • Your websiteLife, Disability and LTC page: key person planning, deferred compensation, estate and special needs planning, with statistics such as "70% of people over 65 will need LTC, with an average cost of $138,000 per person"; the Employee Benefits page lists benefits administration, compliance, underwriting and advocacy.Source
    • Your websiteThe Solutions menu offers Employee Benefits, Personal Lines, Property & Casualty, Life, Disability and LTC, five specialty practices and Risk Management; there is no retirement plan or wealth management page. The Employee Benefits page never mentions 401(k) or retirement, although the West Region page lists "401(k), Medicare plans" under employee benefits and Advus Financial Partners appears in the agency list.Source
  • 11

    FRP grows through acquisitions, and the Salesforce Enablement Lead is hired to lead enablement for new agency onboarding. Each new agency is a chance to cross-sell the network's lines to its clients.

    High impactMedium effort First result in 1 quarter Salesforce Enablement Lead

    First action

    Document what worked in the last three integrations.

    How to measure it

    Cross-sell premium in 90 days

    Now
    –
    Target
    tracked per agency
    By
    2 quarters

    Steps

    1. 1

      Review past

      Last three integrations.

      Salesforce Enablement Lead 2 weeks

    2. 2

      Write playbook

      90-day steps.

      Salesforce Enablement Lead 2 weeks

    3. 3

      Client match

      Lines the agency lacks.

      Salesforce Enablement Lead per closing

    4. 4

      Campaign

      Letter and calls to clients.

      Marketing and communications lead per closing

    5. 5

      Introductions

      Specialty practices.

      Regional Unit Leader per closing

    6. 6

      Review

      Day 90.

      Chief Acquisition Officer per closing

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Salesforce Enablement Lead

    Smallest test

    Apply the playbook to the next closing.

    Why it works

    Write one 90-day playbook for each closing: Salesforce live, client list matched to network lines, a cross-sell campaign to the agency's clients, introductions to specialty practices and a 90-day review of new lines written.

    A repeatable integration turns each acquisition into growth sooner and shows sellers what joining FRP delivers.

    Risks and how to handle them

    • Agency culture

      Let each agency keep its brand with clients.

    Evidence

    • HiringSalesforce Enablement Lead (remote, posted October 13, 2026): drive "adoption, and continued engagement across our Insurance and Wealth & Retirement Salesforce platforms", "two distinct Salesforce organizations", and "Lead the Salesforce enablement workstream for new agency onboarding".Source
    • Your websitePartnerships page: an M&A program for agencies ("Interested in joining the finest and fastest growing network of insurance agencies?"), backed by private equity firm Partners Group, with a Chief Acquisition Officer and an email link as the only contact route.Source
    • Your websiteNews post, September 8, 2025, "A Complete Insurance Solutions Ecosystem": The Westport Group's new Chief Development Officer writes that "the modern-day demand is for one partner that will address and manage their complete financial need" and that "if I am a CHRO working with my trusted benefits advisor, I do not want to find and work with multiple providers"; FRP is "rapidly growing through M&A and diversification of solutions".Source
  • 12

    The Partnerships page describes the M&A program and offers an email link. Agency owners deciding who to sell to want to hear from peers.

    High impactMedium effort First result in 2 quarters Chief Acquisition Officer

    First action

    Ask three agency owners for a short interview.

    How to measure it

    Seller inquiries

    Now
    –
    Target
    +30%
    By
    2 quarters

    Steps

    1. 1

      Interview owners

      Three.

      Chief Acquisition Officer 1 month

    2. 2

      Write stories

      Short and specific.

      Marketing and communications lead 2 weeks

    3. 3

      Timeline

      After you join.

      Chief Acquisition Officer 1 week

    4. 4

      Form

      Confidential inquiry.

      Web developer 1 week

    5. 5

      Promote

      Industry events and LinkedIn.

      Chief Acquisition Officer ongoing

    6. 6

      Measure

      Inquiries.

      Chief Acquisition Officer monthly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Chief Acquisition Officer

    Smallest test

    Publish one owner story.

    Why it works

    Add three short stories from agency owners (why they joined, what changed for clients and staff), a clear "what happens after you join" timeline and a confidential inquiry form.

    Peer proof and a clear process stand out in a crowded buyer market.

    Risks and how to handle them

    • Confidentiality

      Approve every story with the owner.

    Evidence

    • Your websitePartnerships page: an M&A program for agencies ("Interested in joining the finest and fastest growing network of insurance agencies?"), backed by private equity firm Partners Group, with a Chief Acquisition Officer and an email link as the only contact route.Source
    • Your websiteNews post, September 8, 2025, "A Complete Insurance Solutions Ecosystem": The Westport Group's new Chief Development Officer writes that "the modern-day demand is for one partner that will address and manage their complete financial need" and that "if I am a CHRO working with my trusted benefits advisor, I do not want to find and work with multiple providers"; FRP is "rapidly growing through M&A and diversification of solutions".Source
    • Competitor researchRivals' own homepages: Alera Group's navigation has Financial Services with Wealth Management and Retirement Plans next to its insurance lines; World Insurance Associates says it covers "risk management, employee benefits, and retirement and wealth management services" with "Retirement Plan Consulting" for employers; Acrisure "connects ambitious people and entrepreneurs with the insurance and business solutions they need"; Patriot Growth Insurance Services offers a "national team" with tailored solutions.Source
  • 13

    FRP has 60 open roles, Summer 2027 internships in six cities, a Producer in Training program, sales academies and a Regional Unit Leader asked to recruit top sales talent. Insurance sales recruiting is competitive.

    Medium impactLow effort First result in 1 quarter Regional Unit Leader

    First action

    Collect three academy graduates' stories.

    How to measure it

    Qualified producer applicants

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      Map the path

      Intern to producer.

      Talent acquisition 1 week

    2. 2

      Stories

      Three graduates.

      Marketing and communications lead 2 weeks

    3. 3

      Roles by city

      Linked to Greenhouse.

      Web developer 1 week

    4. 4

      Campus kit

      For events.

      Talent acquisition 2 weeks

    5. 5

      Promote

      LinkedIn and events.

      Regional Unit Leader ongoing

    6. 6

      Measure

      Applicants and hires.

      Talent acquisition monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Regional Unit Leader

    Smallest test

    Publish the career path graphic.

    Why it works

    Build a careers page for producers: the path from intern or Producer in Training to producer, real earnings ranges from the job posts, academy graduates' stories, and roles by city. Share it at campus and industry events.

    A visible career path fills the producer pipeline that drives growth.

    Risks and how to handle them

    • Earnings vary

      Show ranges from the posts.

    Evidence

    • HiringThe Greenhouse board lists 60 open roles (read October 21, 2026): 32 in account management, 10 in sales, 6 Summer 2027 internships. Commercial Lines Account Managers are wanted in Key West, Miami, Jacksonville, Pensacola, Port St. Lucie, St. Augustine, Panama City and Jonesville, Florida, and in Apex NC, Sacramento, Warrington PA and Orange CA; two regional VPs of operations (P&C and Employee Benefits) are open in Orange, CA.Source
    • HiringMarketing Analyst - Commercial Lines (Orange, CA, posted October 9, 2026; $125,000-$175,000): an insurance placement role that markets "new and renewal commercial insurance opportunities" to carriers, wholesalers and specialty markets, prepares "side-by-side carrier comparisons", monitors "carrier appetite changes", and records activity in Applied Epic. A Producer in Training opened October 20, 2026 for The Westport Group in Braintree, MA.Source
    • HiringRegional Unit Leader, Northern California (Sacramento, posted October 9, 2026): owns "the overall P&L", "strategic sales plans to drive new business, cross-sell opportunities, and upsell initiatives", and will "Represent Foundation Risk Partners at industry events and networking functions to strengthen brand visibility and recruit top-tier sales talent".Source
  • 14

    The Marketing Analyst places commercial programs with carriers and monitors carrier appetite and pricing. That market knowledge is what business owners want before renewal.

    High impactMedium effort First result in 1 quarter Marketing Analyst Commercial…

    First action

    Draft one page on Florida property.

    How to measure it

    Renewal meetings booked from the outlook

    Now
    –
    Target
    50 a quarter
    By
    2 quarters

    Steps

    1. 1

      Gather view

      Placement team input.

      Marketing Analyst - Commercial Lines 1 week

    2. 2

      Write

      One page per line.

      Marketing and communications lead 1 week

    3. 3

      Review

      Compliance.

      Compliance 3 days

    4. 4

      Publish

      Site and email.

      Marketing and communications lead 1 day

    5. 5

      Use in renewals

      Producers send it.

      Commercial Insurance Sales Producer ongoing

    6. 6

      Repeat

      Quarterly.

      Marketing Analyst - Commercial Lines quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Marketing Analyst Commercial Lines

    Smallest test

    Publish one Florida property note.

    Why it works

    Publish a short quarterly outlook by line and region (property, auto, workers' compensation, cyber): rate direction, capacity and renewal tips. Send it to clients and prospects 90 days before renewals.

    Market insight positions FRP as the expert at the moment clients compare brokers.

    Risks and how to handle them

    • Forecasts can be wrong

      Describe trends, not promises.

    Evidence

    • HiringMarketing Analyst - Commercial Lines (Orange, CA, posted October 9, 2026; $125,000-$175,000): an insurance placement role that markets "new and renewal commercial insurance opportunities" to carriers, wholesalers and specialty markets, prepares "side-by-side carrier comparisons", monitors "carrier appetite changes", and records activity in Applied Epic. A Producer in Training opened October 20, 2026 for The Westport Group in Braintree, MA.Source
    • Your websiteStatistics on the solutions pages count up with scripts, so the page HTML reads "0 % of businesses in the U.S. are underinsured by 40% or more", "$ 0 Billion per year" and, on Employee Benefits, "0 % of new-client compliance assessments conducted by our auditors reveal errors"; the homepage shows "0 PARTNERSHIPS 0 OFFICES 0 CITIES 0 STATES 0 PROFESSIONALS". The Property & Casualty and Personal Lines pages were last modified in February 2023 per the sitemap.Source
    • HiringCommercial Insurance Sales Producers (Balsiger Insurance in Boulder, CO, and Las Vegas): "Ability to partner with existing FRP Advisors to cross sell P&C lines into existing accounts", "source referrals through existing professional & personal relationships" and "cold call to set appointments". Employee Benefits Sales Consultants and Producers are open in Louisville, Columbia MD, Camden NJ, Las Vegas, Orange, Woodland Hills, San Francisco and Valencia.Source
  • 15

    Real visitors pass Core Web Vitals, but Google's phone test scores the homepage 49 with content after 13.6 seconds, mostly from unused JavaScript and render-blocking files.

    Medium impactMedium effort First result in 1 month Web developer

    First action

    Remove the largest unused script.

    How to measure it

    Mobile score

    Now
    –
    Target
    75+
    By
    1 quarter

    Steps

    1. 1

      Audit scripts

      Unused JavaScript.

      Web developer 2 days

    2. 2

      Remove

      Unused CSS and scripts.

      Web developer 1 week

    3. 3

      Defer

      Non-critical files.

      Web developer 2 days

    4. 4

      Preload

      Hero image.

      Web developer 1 hour

    5. 5

      Re-test

      PageSpeed.

      Web developer weekly

    6. 6

      Budget

      Per page.

      Web developer 1 day

    First result
    1 month
    Cost
    $0
    Owner
    Web developer

    Smallest test

    Re-test after removing one script.

    Why it works

    Remove unused scripts and CSS from the page builder, defer non-critical scripts, and preload the hero image. Re-test the solutions pages too.

    A faster site helps the visitors on slow mobile connections and leaves room as pages are added.

    Risks and how to handle them

    • Page builder limits

      Test each change on staging.

    Evidence

    • Google PageSpeedHomepage, mobile lab test (October 21, 2026): performance 49/100 (desktop 95), main content after 13.6s, 3.3 MB; the biggest fixes are unused JavaScript (about 4s), render-blocking requests (about 2.3s) and unused CSS (about 1.2s). Real visitors (Chrome UX Report) pass Core Web Vitals: LCP 1.5s, INP 95ms, CLS 0.Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    FRP has a client portal and payment page for insurance and runs a separate Wealth & Retirement platform, and its AI work with Version 1 already cuts processing time. Clients who buy several lines see several systems.

    High impactHigh effort First result in 3 quarters Chief Operating Officer

    First action

    Map what each portal shows today.

    How to measure it

    Active portal clients with 2+ lines

    Now
    –
    Target
    40%
    By
    3 quarters

    Steps

    1. 1

      Map systems

      Insurance and retirement.

      Chief Operating Officer 1 month

    2. 2

      Design

      One client view.

      Product lead 1 month

    3. 3

      Build

      With Version 1.

      Chief Operating Officer 2 quarters

    4. 4

      Pilot

      100 clients.

      Regional Vice President of Employee Benefits Operations 1 month

    5. 5

      Roll out

      All multi-line clients.

      Salesforce Enablement Lead 1 quarter

    6. 6

      Measure

      Use and retention.

      Salesforce Enablement Lead quarterly

    First result
    3 quarters
    Cost
    Development costs
    Owner
    Chief Operating Officer

    Smallest test

    Show 20 clients a mock-up.

    Why it works

    Give clients one login that shows policies, certificates, renewals, benefits documents and retirement plan status, with their FRP team named. Start with clients who hold two or more lines.

    A single view makes the "one partner" promise real and raises retention.

    Risks and how to handle them

    • Data security

      Security review before launch.

    Evidence

    • HiringSalesforce Enablement Lead (remote, posted October 13, 2026): drive "adoption, and continued engagement across our Insurance and Wealth & Retirement Salesforce platforms", "two distinct Salesforce organizations", and "Lead the Salesforce enablement workstream for new agency onboarding".Source
    • Your websiteNews, May 8, 2026: FRP leaders joined Version 1's AI Co-Creation Studio in Dublin; the partnership "has already delivered AI-driven solutions that significantly reduce processing times, improve accuracy and create greater capacity for client-facing teams to focus on higher-value advisory work".Source
    • Your websiteNews post, September 8, 2025, "A Complete Insurance Solutions Ecosystem": The Westport Group's new Chief Development Officer writes that "the modern-day demand is for one partner that will address and manage their complete financial need" and that "if I am a CHRO working with my trusted benefits advisor, I do not want to find and work with multiple providers"; FRP is "rapidly growing through M&A and diversification of solutions".Source
  • 17

    FRP works with employers in every state through its agencies, and its benefits page cites outside surveys. Its own data would be more relevant and more quotable.

    High impactHigh effort First result in 1 year Marketing and communications…

    First action

    Draft ten survey questions.

    How to measure it

    Survey responses

    Now
    –
    Target
    1,000
    By
    1 year

    Steps

    1. 1

      Questions

      Ten.

      Marketing and communications lead 2 weeks

    2. 2

      Field

      Through agencies.

      Regional Vice President of Employee Benefits Operations 1 month

    3. 3

      Analyse

      By region and industry.

      Analytics team 1 month

    4. 4

      Publish

      Report and summary.

      Marketing and communications lead 1 month

    5. 5

      Events

      Regional briefings.

      Regional Unit Leader 1 quarter

    6. 6

      Repeat

      Yearly.

      Marketing and communications lead yearly

    First result
    1 year
    Cost
    Survey and design costs
    Owner
    Marketing and communications lead

    Smallest test

    Run a ten-question pulse with 50 clients.

    Why it works

    Survey client employers each year on benefits cost, retirement participation, cyber and property concerns; publish results by region and industry; present them at client events.

    Original research earns press and gives every producer a reason to call.

    Risks and how to handle them

    • Low response

      Offer each respondent a benchmark of their own.

    Evidence

    • Your websiteStatistics on the solutions pages count up with scripts, so the page HTML reads "0 % of businesses in the U.S. are underinsured by 40% or more", "$ 0 Billion per year" and, on Employee Benefits, "0 % of new-client compliance assessments conducted by our auditors reveal errors"; the homepage shows "0 PARTNERSHIPS 0 OFFICES 0 CITIES 0 STATES 0 PROFESSIONALS". The Property & Casualty and Personal Lines pages were last modified in February 2023 per the sitemap.Source
    • Your websiteNews post, September 8, 2025, "A Complete Insurance Solutions Ecosystem": The Westport Group's new Chief Development Officer writes that "the modern-day demand is for one partner that will address and manage their complete financial need" and that "if I am a CHRO working with my trusted benefits advisor, I do not want to find and work with multiple providers"; FRP is "rapidly growing through M&A and diversification of solutions".Source
    • HiringCommercial Insurance Sales Producers (Balsiger Insurance in Boulder, CO, and Las Vegas): "Ability to partner with existing FRP Advisors to cross sell P&C lines into existing accounts", "source referrals through existing professional & personal relationships" and "cold call to set appointments". Employee Benefits Sales Consultants and Producers are open in Louisville, Columbia MD, Camden NJ, Las Vegas, Orange, Woodland Hills, San Francisco and Valencia.Source
  • 18

    FRP says its Version 1 partnership already cuts processing times; the placement team prepares submissions and carrier comparisons by hand.

    High impactHigh effort First result in 3 quarters Chief Operating Officer

    First action

    Time today's small commercial quote cycle.

    How to measure it

    Small commercial days to quote

    Now
    –
    Target
    -40%
    By
    3 quarters

    Steps

    1. 1

      Baseline

      Current cycle.

      Marketing Analyst - Commercial Lines 2 weeks

    2. 2

      Pick steps

      Pre-fill and comparisons.

      Chief Operating Officer 1 month

    3. 3

      Build

      With Version 1.

      Chief Operating Officer 1 quarter

    4. 4

      Check

      Analyst review on every output.

      Marketing Analyst - Commercial Lines ongoing

    5. 5

      Promise

      Quote timeline on site.

      Marketing and communications lead 1 week

    6. 6

      Measure

      Cycle and win rate.

      Salesforce Enablement Lead monthly

    First result
    3 quarters
    Cost
    Development costs
    Owner
    Chief Operating Officer

    Smallest test

    Automate one form for one line.

    Why it works

    Apply the same automation to small commercial submissions: pre-fill applications from the client record, draft carrier comparisons for the analyst to check, and promise a quote timeline on the website.

    Speed to quote wins small commercial accounts, and freed analyst time goes to complex placements.

    Risks and how to handle them

    • Errors in automated forms

      Human review before submission.

    Evidence

    • Your websiteNews, May 8, 2026: FRP leaders joined Version 1's AI Co-Creation Studio in Dublin; the partnership "has already delivered AI-driven solutions that significantly reduce processing times, improve accuracy and create greater capacity for client-facing teams to focus on higher-value advisory work".Source
    • HiringMarketing Analyst - Commercial Lines (Orange, CA, posted October 9, 2026; $125,000-$175,000): an insurance placement role that markets "new and renewal commercial insurance opportunities" to carriers, wholesalers and specialty markets, prepares "side-by-side carrier comparisons", monitors "carrier appetite changes", and records activity in Applied Epic. A Producer in Training opened October 20, 2026 for The Westport Group in Braintree, MA.Source
    • Your websiteThe contact form asks for state and city and "What best describes your needs?" with six options: Insurance Coverage, Employee Benefits, Risk Management, Claims Support, Multiple Services, Other. Every "Consult With a Broker" button on the solutions pages and every "Learn more" link on the Industries page goes to this one form.Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 19

    FRP is hiring commercial account managers in eight Florida towns, from Key West to Pensacola, and has posted on weathering Florida storms. Property buyers there think about storms every renewal.

    Medium impactLow effort First result in 1 quarter Commercial Insurance Sales Pr…

    First action

    Write the checklist with the claims team.

    How to measure it

    Florida pre-season reviews

    Now
    –
    Target
    100
    By
    1 year

    Steps

    1. 1

      Checklist

      Business readiness.

      Claims team 1 week

    2. 2

      Design

      Printable kit.

      Marketing and communications lead 1 week

    3. 3

      Publish

      Site and email.

      Marketing and communications lead 1 day

    4. 4

      Offer

      Pre-season reviews.

      Commercial Insurance Sales Producer seasonal

    5. 5

      Promote

      Local chambers.

      Florida account managers seasonal

    6. 6

      Measure

      Reviews and new accounts.

      Salesforce Enablement Lead yearly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Commercial Insurance Sales Producer

    Smallest test

    Send the kit to 100 Florida clients.

    Why it works

    Publish a business hurricane readiness kit (documentation checklist, claims steps, contacts) and a pre-season review offer for Florida clients and prospects.

    Useful local help builds trust where FRP is growing fastest.

    Risks and how to handle them

    • Claims advice needs care

      Keep to process, not coverage promises.

    Evidence

    • HiringThe Greenhouse board lists 60 open roles (read October 21, 2026): 32 in account management, 10 in sales, 6 Summer 2027 internships. Commercial Lines Account Managers are wanted in Key West, Miami, Jacksonville, Pensacola, Port St. Lucie, St. Augustine, Panama City and Jonesville, Florida, and in Apex NC, Sacramento, Warrington PA and Orange CA; two regional VPs of operations (P&C and Employee Benefits) are open in Orange, CA.Source
    • Your websiteStatistics on the solutions pages count up with scripts, so the page HTML reads "0 % of businesses in the U.S. are underinsured by 40% or more", "$ 0 Billion per year" and, on Employee Benefits, "0 % of new-client compliance assessments conducted by our auditors reveal errors"; the homepage shows "0 PARTNERSHIPS 0 OFFICES 0 CITIES 0 STATES 0 PROFESSIONALS". The Property & Casualty and Personal Lines pages were last modified in February 2023 per the sitemap.Source
  • 20

    Most "news" entries in the sitemap link out to LinkedIn or agency sites, and the feed's last post is July 2026. Each announcement builds someone else's page.

    Medium impactLow effort First result in 1 month Marketing and communications…

    First action

    Post the next announcement on the site first.

    How to measure it

    Own news posts

    Now
    –
    Target
    4 a month
    By
    1 quarter

    Steps

    1. 1

      Rule

      Site first, LinkedIn second.

      Marketing and communications lead 1 day

    2. 2

      Template

      Short post.

      Marketing and communications lead 1 day

    3. 3

      Back-fill

      Top 2026 announcements.

      Marketing and communications lead 1 week

    4. 4

      Newsletter

      Monthly.

      Marketing and communications lead monthly

    5. 5

      Agencies

      Share stories.

      Marketing and communications lead ongoing

    6. 6

      Measure

      Traffic and subscribers.

      Marketing and communications lead monthly

    First result
    1 month
    Cost
    $0
    Owner
    Marketing and communications lead

    Smallest test

    Publish one post this week.

    Why it works

    Publish every announcement as a short post on foundationrp.com, then share it on LinkedIn; add a monthly client newsletter built from those posts.

    Owned news builds search presence and gives clients one place to follow FRP.

    Risks and how to handle them

    • Workload

      Keep posts short.

    Evidence

    • Your websiteSitemap (588 URLs): 302 tag pages; the post sitemap lists dozens of entries that are links out to LinkedIn posts and agency websites rather than FRP pages; WordPress's default /sample-page/ (2019) and two /coronavirus/ entries are still listed; the RSS feed's last post is July 14, 2026.Source
    • Your websitefoundationriskpartners.com redirects to foundationrp.com. The homepage says FRP is "one of the fastest-growing insurance brokerage and consulting firms in the United States" with "close to 200 strategic partnerships", then lists about 45 agency partners by region and seven specialty practices, each linking to its own website. The homepage has no meta description, no H1 heading and no social share image.Source
  • 21

    Cornell is hiring clinical and medical professional liability risk managers who review records and claims data to reduce risk for healthcare providers. Practices rarely know their own exposure.

    Medium impactMedium effort First result in 2 quarters Clinical Risk Management Mana…

    First action

    Draft 15 questions with the risk team.

    How to measure it

    Practice assessments

    Now
    –
    Target
    100
    By
    2 quarters

    Steps

    1. 1

      Questions

      Fifteen.

      Clinical Risk Management Manager 2 weeks

    2. 2

      Build

      Simple form.

      Web developer 2 weeks

    3. 3

      Results

      Score and next steps.

      Clinical Risk Management Manager 1 week

    4. 4

      Promote

      Medical associations.

      Clinical Risk Management Manager ongoing

    5. 5

      Follow up

      Calls.

      Clinical Risk Management Manager ongoing

    6. 6

      Measure

      Assessments to clients.

      Salesforce Enablement Lead monthly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Clinical Risk Management Manager

    Smallest test

    Run the assessment with five practices.

    Why it works

    Offer a short online self-assessment for practices (documentation, consent, follow-up, data protection) that returns a score and a call with a risk manager.

    A useful tool brings in healthcare prospects for the specialists FRP is hiring.

    Risks and how to handle them

    • Medical-legal advice

      Present as general guidance.

    Evidence

    • HiringCornell Insurance (Edison, NJ) is hiring a Clinical Risk Management Manager to review "medical records, incident reports, and claims data to identify potential clinical risks" for healthcare providers, and a Medical Professional Liability Risk Manager.Source
    • Your websiteIndustries page: short paragraphs on habitational property, construction, manufacturing, aviation, healthcare and utilities, each ending in "Learn more" to the contact form. There are no pages per industry, no case studies and no testimonials from clients (the six testimonial entries in the sitemap are from interns and staff).Source
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  • Fasten Health growth strategyFasten Connect, an API and embeddable widget that lets patients share their own medical records with an app in minutes, from tens of…21 growth ideas
  • Atlas HXM growth strategyA global workforce platform built on compliance: direct Employer of Record (EOR) in 160+ countries, Agent of Record (AOR) for contractors…20 growth ideas
  • Avallon growth strategyClaims-native AI agents for insurance: agents that take calls, read and extract documents, take in new claims, chase third parties and…22 growth ideas
  • Freya growth strategyVoice AI agents that answer and make customer calls for banks and insurers, built on Freya's own speech-to-text and text-to-speech models…23 growth ideas
  • Kiwii growth strategyA free daily scratch-card app: a new card unlocks every day at 20:00 and users win discounts, vouchers and deals from brands, redeemable…20 growth ideas
  • Butternut Box growth strategyA B Corp fresh dog food subscription: gently cooked, portioned meals delivered frozen, plus treats and extras; sister brand Marro does…21 growth ideas

See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 22, 2026, and cites them throughout. Foundation Risk Partners did not commission, review or endorse it, and Programmable is not affiliated with Foundation Risk Partners. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Foundation Risk Partners runs its business.

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30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Retirement & Wealth page, homepage basics, statistics fix, network directory, request routing and sitemap clean-up.

  2. Days 31 to 6011 ideas

    Whole-account reviews, industry pages, referrals, financial wellness seminars, the 90-day agency playbook, sellers' page, careers path, market outlook and speed; Florida storm kits and owned news.

  3. Days 61 to 904 ideas

    Commit to the big bets: one client portal, an employer survey and faster quotes; launch the clinical risk self-assessment.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value local agencies with national resources. The most cited problem: rising property and benefits costs.

  • Specialists by industry
  • Working with several providers for insurance and retirement
  • In their words: “one partner”

Market

Competitive landscape

4 competitors compared: Alera Group, World Insurance Associates, Acrisure and Patriot Growth Insurance Services.

  • Gap to exploit: A visible one-partner offer across insurance and retirement
  • Alera Group: Similar acquisition model
  • World Insurance Associates: Broad brand

Hiring signals

FRP is hiring to grow and cross-sell across its network.

  • Client Relationship Manager-Retirement Services: 401(k) and retirement services for plan sponsors. Idea 1.
  • Financial Planning Advisor: Seminars and new marketing strategies. Ideas 1, 10.
  • Commercial Insurance Sales Producer: Cross-sell P&C into existing accounts. Ideas 7, 9.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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