GapX CoreExtend Virtual Event
October 18, 2025 | 10AM CST
Margins Are Shrinking.
Competitors Are Cross-Selling.
How Top Agencies — Life & Health • P&C
Quietly Add 20–25% New Revenue
Without Adding Staff or Changing Their Core Business.
The Challenge
You've built a solid book of business — but margins are tightening, client demands
are growing, and competitors are quietly cross-selling solutions you're not offering.
Shrinking Margins
Traditional Agency margins are under pressure from increased competition and regulatory changes.
Growing Client Demands
Clients expect more comprehensive solutions and personalized service without wanting to pay premium prices.
Missed Revenue
You know you're leaving revenue — and client loyalty — on the table with your current service offerings.
Competitive Pressure
Competitors are quietly cross-selling solutions you're not offering, stealing market share.
The Question Is:
How do you capture it without overhauling your operation or burning out your team?
Speakers
Johnathon Bunch
Sales Director, 3 Mark Financial, Inc.
Anh Doan
CEO, Doan Financial Services
What You'll Walk Away With
Actionable insights and proven strategies you can implement immediately
The CoreExtend Playbook
How to unlock 20–25% additional revenue from your current clients
Step-by-Step Rollout Framework
That doesn't disrupt your core operations
Service-First Strategy
How to lead with service (not sales) to win loyalty and long-term trust
Proprietary Solutions
The proprietary solutions that differentiate GapX™ from anything else in the market
The GapX™ CoreExtend Solution
A Seamless Plug-In Growth Engine for Your Existing Book
20–25% New Revenue Stream
Leveraging clients you already serve
No Extra Staff Required
We handle the complexity; you keep the relationship
Service-First Approach
Enhances retention and deepens client trust
No Upfront Costs
Revenue-share model; growth funds itself
Who This Briefing Is For
Life & Health • P&C Agencies
With stable books but shrinking margins
Agency Owners
Seeking growth, freedom, and legacy without new overhead
Sales Teams
That want to cross-sell confidently with full support
Forward-Thinking Principals
Ready to future-proof their agency in one strategic move
What Must You Act Now
Live Only
No recordings, no replays
Limited Seating
Intimate briefings (30 seats per city)
3 Exclusive Stops Only
Houston, San Jose, Dallas
Competitive Window
Agencies in your market will move on this
⚠️ Time-Sensitive Opportunity ⚠️
Once these seats are filled, there won't be another chance. Your competitors are already securing their spots.
Credibility You Can Trust
Industry leaders with proven track records
3Mark Financial
National Industry Leader
A national leader helping agencies scale with proven systems and comprehensive support infrastructure.
Think & Grow LLC
Strategic Growth Partner
Strategic partner specializing in turnkey growth solutions and advisor acceleration programs.
Reserve My Seat