Overview

Our Consulting agency has over 22 years of experience in the insurance industry, providing a wealth of knowledge and expertise to help insurance professionals succeed. Our team of experts, consisting of former independent insurance agents and agency owners, offers a unique perspective on the challenges faced by insurance professionals on a daily basis. We in providing consulting services for independent insurance agencies, with a focus on the training of servicing staff and the development and implementation of efficient and consistent servicing workflows. Our goal is to help insurance agencies improve their processes and streamline their operations, resulting in better customer service, improved communication within the team, and increased efficiency and consistency. Our expertise can also provide added support for client book of business management, team management, marketing, and client presentations. Our team is passionate about helping insurance agencies succeed and grow, and will use our extensive experience and knowledge of the insurance industry to provide valuable insights and support, tailoring our services to meet the specific needs of each agency we work with.