over 40 years in the agency business. 

I understand how your agency operates.  I am not a trainer who has learned some insurance words.  I am an insurance professional who has learned how to use automation very effectively.  

My experience gives me both the broad and specific view that helps me understand processes and how to match workflows to them.


Insurance agencies are in the business of matching coverage to exposure.Your focus is on developing and retaining your clients, not on investigating the nuances of your Vertafore AMS360 agency management system.  With so many other pressing concerns, who has the time?

Working with agencies of all sized and from many regions of the country to help them increase utilization of their systems, remove confusion/frustration and regain efficiencies is what I do.

Working with your team, I find out what is happening, figuring out the causes, developing and then implementing the necessary corrections.

For more information,click the links above.

how it works