Agency Optimization Partners
Build a smarter, faster, and more resilient agency
CLI Select connects members with proven partners to streamline operations, elevate client experience, and scale without adding chaos.
Growth is not just about more carriers. It is about building an agency that can handle more volume, more complexity, and higher expectations without breaking. CLI Select curates a network of agency optimization partners that help members tighten operations, modernize their tech stack, and strengthen client delivery.
These partners are selected to support independent agencies at every stage, from emerging producers to multi-office firms, so you can scale with clarity and control.
Where Optimization Shows Up
Focus areas built to lift performance across the agency.
Technology & Automation
Modern platforms and integrations that reduce manual work, improve speed to quote, and keep your tech stack aligned as you scale.
Operational Excellence
Back-office workflows, agency procedures, and service standards that keep the team efficient without sacrificing quality.
Client & Sales Experience
Tools and partners that elevate onboarding, renewal touchpoints, and proposal delivery to win more premium business.
Data, Reporting & Insights
Dashboards and KPI frameworks that make agency performance visible and actionable across production, retention, and carrier goals.
Compliance & Risk Support
Expert guidance that helps agencies stay current, reduce E&O exposure, and maintain carrier standards with confidence.
Financial & Growth Planning
Advisors and resources that help agencies forecast growth, protect profitability, and plan for long-term valuation.
How It Works
A clear path from diagnosis to implementation.
Step 1
Assess Your Current State
We take inventory of your workflows, systems, and operational gaps to understand what will deliver the highest ROI.
Step 2
Connect You With Vetted Partners
CLI Select connects you with proven vendors and specialists who align with your goals and stage of growth.
Step 3
Implement With Ongoing Support
Our team stays involved as you launch, refine, and optimize so the improvements actually stick.
