Mentorship Meets Metrics: How Growth Coaches Drive Agency Success episode artwork

EPISODE · Oct 8, 2025 · 45 MIN

Mentorship Meets Metrics: How Growth Coaches Drive Agency Success

from Agency Ascend · host Coverica

In this episode of Agency Ascend, Chad and Jessica sit down with CAA’s Growth Coaches, Mindi Monaco and Robyn Dallas, to discuss how growth coaching transforms independent agencies.Mind shares her journey from AAA captive agent to mentor and coach, while Robyn reflects on her path through underwriting and marketing before joining CAA. Together, they explain how their roles combine mentorship, analytics, and hands-on support to help agencies grow sustainably.Listeners will learn what a “day in the life” of a growth coach looks like—from tracking production and retention metrics to helping agents earn carrier appointments and optimize their processes. These coaches also go deep into CAA’s support systems, including Access Plus and carrier partnerships, and how they empower agents to scale faster, avoid common pitfalls, and transition successfully from captive to independent models.Remember, growth doesn't happen by accident. If you have ever wondered what a growth coach could do for your insurance agency, this episode is for you.Shares: Mindi: “Atomic Habits” by James ClearRobyn: "Cant Never Could Do Nothing"Jessica: "Inner Excellence" by Jim MurphyChad: Book of PhilippiansConnect with our Guests:Mindi Monaco | [email protected] Dallas | [email protected] the ShowAgency Ascend is a podcast for insurance agents and agency owners who are looking for resources to scale their business. The show is hosted by Managing Partner, Chris Sterlacci, and other staff members of CAA to bring you tools and guidance on how they help Agency owners turn their business into a major asset.CoVerica Agency Alliance is a strategic master agency of SIAA, the fastest growing agency partnership in the country. Our “integrator” model combines the best aspects of each partnership model — clusters, aggregators, franchises — to create a one-of-a-kind partnership that enhances distribution and drives organic growth. As a top insurance agency strategic partner in Texas, we offer solutions to greatly strengthen your agency’s position in the market. New episodes drop triweekly on Wednesdays. Please drop us a line if you have a question or suggestion; you can reach us at [email protected]. Finally, if you like the podcast, we encourage you to subscribe and leave us a review.Visit us at www.covericaaa.com

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In this episode of Agency Ascend, Chad and Jessica sit down with CAA’s Growth Coaches, Mindi Monaco and Robyn Dallas, to discuss how growth coaching transforms independent agencies. Mind shares her journey from AAA captive agent to mentor and coach, while Robyn reflects on her path through underwriting and marketing before joining CAA. Together, they explain how their roles combine mentorship, analytics, and hands-on support to help agencies grow sustainably. Listeners will learn what a “day ...

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Mentorship Meets Metrics: How Growth Coaches Drive Agency Success

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