Скачать или смотреть From Revenue Chaos to CFO Clarity: How Omar Garcia Helps Agencies Scale Without Burnout

Struggling to scale your insurance agency without the chaos? You're not alone and today’s guest knows exactly how to fix it.
In this episode of The Modern Insurance Agent Podcast, we’re joined by

Omar Garcia, the Founder of Secure Plus Financial, who went from being a top-producing UnitedHealthcare agent to a trusted financial strategist for 7 and 8-figure insurance agencies.

Omar shares how he helps agency owners:
👉 Ditch the overwhelm and get financial clarity
👉 Implement real-time KPI dashboards & tax strategies
👉 Transition from producer-mode to true CEO-level thinking
👉 Plug profit leaks and finally take that stress-free vacation

Whether you’re drowning in busywork or feel like money’s slipping through the cracks, this conversation is packed with actionable strategies to regain control and scale profitably.

🔑What You'll Learn in This Episode
✅ The “leaky bucket” framework for fixing retention, operations, and margins
✅ The must-track KPIs every agency needs (but most miss)
✅ How AI is reshaping CFO-level insights in real time
✅ Why renewal rates might be your biggest hidden goldmine
✅ The difference between reactive finance and strategic, proactive decision-making

Guest: Omar Garcia
Founder of secureplusfinancial.com
Virtual services nationwide
Former top UHC agent turned CFO for agency owners
Known for simplifying financial strategy into systems that scale
💭 “You don’t need a full-time CFO, you need the right systems to stop the profit leaks.”

🗓️ Book a call with Omar: https://go.oncehub.com/OmarGarcia