The 20-Min Leak Check

20 minutes to find your number.For independent financial advisors and insurance agents.

The 20-Min Leak Check is 20 minutes, English or Spanish. You do the talking. If it is a fit and you become a client, reminders go out from your own email and your own phone. Nothing new to learn or log into. No portal, and no dashboard.

Book the 20-Min Leak Check How it works
  • English or Spanish
  • Solo and small practices
  • Southeast US and Puerto Rico
Raul Morales, founder of Growth Vector Digital, in Fort Mill, South Carolina
Raul MoralesFounder · 14+ years in Fortune 200 financial services
Fort Mill, SC
Why practices leak

Renewals slip when nobody follows up.

Renewals slip, annual reviews get postponed, referrals never get called back. If it is a fit and you become a client, reminders go out from your own email and your own phone.

The path

One book. One short path.

From the 20-Min Leak Check to your first reminders, one short path. Tap a step to read it.

Reminders go out from your own email, and you get one short daily list of who to chase.

For clients

What you actually get.

Four things, every week.

01

The daily list

One short list of who to chase, every morning.

  • Who to call today
  • Who gets a text
  • Who already got an email
02

Your email

Reminders go out from your own address, in the language you already use with that client.

  • Renewal reminders
  • Annual review reminders
  • Sent on their own
03

Your phone

Texts are written for you. You send them from your phone with a tap.

  • Drafts ready each morning
  • English or Spanish
  • You press send
04

No new login

Nothing new to learn or log into.

Day to day

What working together looks like.

Three windows: the morning list, a reminder from your own email, and a text you send from your own phone.

Step 1 · Every morning

One short daily list of who to chase

ExampleToday's list · Tuesday morning3 clients
  • Sarah JohnsonHomeowners renewal in 14 days
    Text ready
  • David CaldwellAnnual review overdue · email went out yesterday
    Call today
  • Marisol VegaReferral from the Riveras, not called back yet · prefers Spanish
    Text ready
Step 2 · From your own email

Email reminders send on their own

Reminders go out from your own email, in the language you already use with that client.

ExampleFrom: you@youragency.comTo: Sarah Johnson

Subject: Quick check before your homeowners renewal

Hi Sarah, I hope all is well at home. Your homeowners policy renews in two weeks, and I would like to go over it with you for ten minutes to make sure it still fits. Does Thursday afternoon work?
✓ Sent on its own, from your email, in English

Your name. Your email.

Step 3 · From your own phone

Texts are written for you. You send them with a tap.

Texts are written for you, and you send them from your phone with a tap.

ExampleMessages · to Sarah JohnsonDraft, written for you
Hi Sarah, I just sent you a short email about your homeowners renewal. Do you have 10 minutes Thursday at 4 to go over it?

Your name. Your phone. You press send.

Who we serve

For one kind of business. On purpose.

We serve independent financial advisors and insurance agents. Solo and small practices, running lean, mostly on referrals, in the Southeast US and Puerto Rico.

If that is not you, we will say so on the 20-Min Leak Check.

  • Independent financial advisor
  • Independent insurance agent (P&C, life, health)
  • RIA owner or principal
  • Small agency principal
  • Medicare or annuity specialist
  • Bilingual practices serving Hispanic households

For advisors and agents across Florida, Georgia, the Carolinas, Tennessee, Alabama, Mississippi, Louisiana, and Puerto Rico, including bilingual practices serving Spanish-dominant households.

Why we're different

What we will and will not do.

01

Niche-only

We serve one industry. Independent advisors and insurance agents, not a generic list.

02

Nothing new to log into

Email reminders send on their own. Texts are written for you, and you send them from your phone with a tap. No portal, and no dashboard.

03

Your book, your name, your phone

Reminders go out from your own email and your own phone. We do not give legal advice.

04

Bilingual by default

The 20-Min Leak Check is English or Spanish, your choice. Reminders go out in the language you already use with that client.

Raul Morales, founder of Growth Vector Digital, in Fort Mill, South Carolina
Raul MoralesFounder · Fort Mill, South Carolina
English · Español
Founder

For people like my mom.

My mother is an independent insurance agent. For most of my adult life, I watched her hustle every single day (cold calls, referral chasing, paper applications, manual follow-ups), all while trying to actually serve her clients well, often in two languages.

After 14+ years in Fortune 200 financial services, I watched the tools large institutions use stay out of reach for people like her. The vendors were too generic. The agencies were too expensive and did not know her Spanish-speaking clients or her market.

That is why I started Growth Vector Digital. The 20-Min Leak Check is 20 minutes, English or Spanish, for independent advisors and agents in the Southeast US and Puerto Rico.

FAQ

Questions, answered.

What is Growth Vector Digital?

Growth Vector Digital helps independent financial advisors and insurance agents in the Southeast US and Puerto Rico find the money walking out of an existing book. The front door is a 20-Min Leak Check, English or Spanish. If it is a fit and you become a client, reminders go out from your own email and your own phone.

What is the 20-Min Leak Check?

A 20-minute call, in English or Spanish. You do the talking. We start with the book you already have. Your number is the renewals that have gone quiet, counted in your own words, not ours.

What happens after the 20-Min Leak Check?

On the call, we both decide if it is a fit. If you become a client, we connect your email together on one short call, and then reminders go out from your own email and your own phone. Email reminders send on their own. Texts are written for you, and you send them from your phone with a tap. You get one short daily list of who to chase.

Where do you operate?

We focus on the Southeast US (Florida, Georgia, the Carolinas, Tennessee, Alabama, Mississippi, Louisiana) and Puerto Rico. We work in English and Spanish.

Who do you work with?

Independent financial advisors, insurance agents, RIA owners, and small agency principals in the Southeast US and Puerto Rico. If that is not you, we will say so on the 20-Min Leak Check.

How is this different from a marketing agency?

A marketing agency sells campaigns and new leads. We start with the book you already have. If you become a client, reminders go out from your own email and your own phone. You get one short daily list of who to chase. Nothing new to learn or log into.

Do I have to log into something new?

No. Nothing new to learn or log into. No portal, and no dashboard. Reminders go out from your own email and your own phone.

How much does it cost?

We talk about that after the 20-Min Leak Check, once we both know if it is a fit.

Do you quote a timeline?

We do not quote results or timelines. After 20 minutes you will know your number.

How do I become a client?

Submit the short form on this page. We reply within one business day to set up your 20-Min Leak Check, English or Spanish, your choice. On the call we both decide if it is a fit.
One front door

Book the 20-Min Leak Check.

Three fields. Name, email, phone. We reply within one business day to set up your 20 minutes, English or Spanish.

Book the 20-Min Leak Check

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