Agencies, Carriers and Insurance Affiliates


marketing | sales | operations

Helping Insurance Agencies, Carriers and Affiliates tell their stories!

Let’s just say Insurance is our THING!

Cindy Donaldson, our CEO, is a certified Insurance Geek  – she holds her Connecticut Property & Casualty Producers license, worked in-house as the Director of Marketing & Sales for a large independent agency, and has authored more articles and been a guest on more podcasts than we can count.

We know your world – both from the Agency perspective and the Carrier side of the house

Insurance Group Picture

It all starts with a GREAT strategy session!

The RD Advisory Group team and Red Barn’s Cindy Donaldson take a quick selfie after a full day on-site strategy session.  We dug into their core values, their business plan, target client profile, and did a deep dive SWOT on the team and the company.

Articles, Press & Podcasts all about Insurance


Create your Marketing Empire with the Right People.  The power of Masterminds

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Kim DiMatteo
DiMatteo Insurance

All of us at DiMatteo Insurance loved working with their team

I have worked with Red Barn Consulting for almost 2 years now. During this time we have done some major website changes.  Not only was everyone we dealt with at Red Barn a pleasure,  but also knowledgeable and timely. Jenn stayed on top of everything and kept us in the loop during this important project. Cindy’s big picture attitude and vision was just what we needed. All of us at DiMatteo Insurance loved working with their team during this process.

On another note,  Cindy’s unfiltered wisdom with her Monday and Thursday morning briefs keep us all engaged and force us to think out of the box and take action.  Her ability to get folks motivated and feel the success is second to none.   I have also had the pleasure to work with Cindy in a very relaxed coaching environment and she truly makes you think and see the light.  We are more than blessed to have found Red Barn Consulting as a working partner. Kim DiMatteo CIC,MWCA, DiMatteo Insurance

“Cindy is a marketing and insurance expert.”

The Horton Group began working with Cindy at Red Barn Consulting a little over a year ago on digital strategy, content planning and development. She has an impressive level of knowledge about effective strategies to build and promote your brand across multiple channels.

Margaret Taylor, Marketing Director - The Horton Group

Margaret Taylor
Horton Group Logo

Independent Agency Support

telling your unique story

Strategic Marketing

Understanding your WHY, Core Values and What makes you…YOU

Like Banking & Financial Services, the Insurance Industry struggles with delivering a unique value proposition that is sticky with their customers.   We believe insurance doesn’t have to be a commodity, and we know how to tell YOUR story in a unique and effective way.

Marketing & Sales Strategies that have actionable and trackable KPIs and ROI. No guess work needed – we make it easy.

strategic marketing & sales plans

SWOT analysis

brand development & management

content writing, graphic design, and more

Marketing Implementation

Consider us a part of the team in your Agency – because we are

Each year we take a few Elite Independent Agencies under our wing and act as their in-house marketing team. In addition, we also have a whole bunch of Agencies that we work with on a project basis: web design, content writing, blogging, event management and more.

ZERO training required  – we know the industry – from small agencies to large regional & multi-state agencies.

email marketing campaigns

blogs, white papers & speeches

website and ad campaign copy

cleaning up your agency


P.S.  Most Agencies are leaving money on the table

Let us dig into your agency management system (We know AMS 360 & Applied) to identify where the gaps are – yes, there are always gaps.  From account rounding and training with your team, to developing niche markets  with your sales team – we can work with you to identify where the operational gaps are.

We can help you develop referral programs, customer service agreements, and get your sales team excited to increase their sales. 

Maximizing your Book of Business – account rounding, carrier review

Operational Gap Analysis – CoreValue Strategic Partner

Policy, Process & Procedure mapping and review

Carrier and Affiliate Support

Bridging the gap

Carrier – Agency Liaison

We work with Carriers to help them better understand the dynamic and needs of their agency parters.  From being on Marketing & Support think tanks offering our industry expertise to working with your Field Marketing Teams to train them on what Agents are REALLY looking for – Red Barn is a cost effective and efficient way to better the customer experience with  your agents.

Helping your agents sell more policies

Marketing Support

Give your Top Agents a value add and help your smaller agencies better perform by offering them marketing and sales support through our team at Red Barn.  We’ve helped agencies, through their carriers, with LinkedIn Sales Navigator Training, Marketing Strategies, Sales Training, Content Writing, Website Creation & Digital Marketing Implementation.


We have so much fun with this team!

Peter Van Aartrijk

“Cindy Donaldson and the Red Barn team are an indispensable resource to Aartrijk. A true trusted partner.”

We have enjoyed working with Cindy for years. She always does the right thing by the customer. Super positive attitude. Fun to be around. And really savvy about what must happen in marketing and communications to reach today’s insurance consumer.

Peter van Aartrijk | CEO  Aartrijk

Find a comfy chair and have a read
Clients & Affiliates

we promise not to disappoint

Deep thinkers, innovators and a whole hell of a lot of fun

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