GIYA Institute · Organizational Solutions

Scale advisor empowerment across your organization

GIYA works with agencies, IMOs, and financial institutions to implement business insurance capability, mentoring systems, and leadership development — without losing the assessment-first, practice-ready DNA of the institute.

Agency workshops

Half-day and full-day intensives on Keyman, buy-sell, estate-business overlap, and owner prospecting — tailored to your advisor roster and case mix.

  • Business Insurance conversation labs
  • Boardroom calculator walkthroughs
  • Case design breakout sessions

Mentor certification

Deploy SPIKE Mentor Certification across your organization — identify senior advisors, train facilitators, and track mentee competency milestones.

SPIKE Mentor Workshop

Curriculum licensing

License GIYA frameworks, slide decks, calculators, and assessment tools for internal training programs — with facilitator certification options.

Custom leadership programs

SPIKE Leadership Accelerator adapted for your agency structure — discipline leads, unit managers, and emerging principals building practice systems that last.

Leadership Accelerator

How engagements typically work

  1. 1Discovery — agency size, advisor tenure mix, business insurance maturity, and mentoring goals.
  2. 2Design — workshop, cohort, or certification track mapped to GIYA academies and SPIKE programs.
  3. 3Deliver — facilitated sessions with GIYA Fellows and Certified SPIKE Facilitators.
  4. 4Sustain — mentor certification, curriculum licensing, and ongoing community access.

Discuss organizational solutions

Tell us about your agency or institution — we will recommend a workshop, cohort, or certification path.

Business Insurance capability remains the core — organizational programs extend what your advisors already do well.