Practice Areas
Technology + AI Audit and Implementation
Audit AMS/CRM, cut steps, and automate intake, follow-ups, and document work. Roll out AI safely with change management and metrics.
Targets: insurance agency AI, AMS optimization, insurance automation, Zapier for insurance
Owner Advisory + Accountability
Decide faster. See the right KPIs. Tune org design, compensation, hiring, retention, and service levels.
Targets: agency coaching, insurance agency consultant, producer comp plans, agency KPIs
Virtual Staff Strategy + Enablement
Map roles, write SOPs, and onboard VAs that actually move the needle. Inbox, phones, certificates, downloads, renewals.
Targets: insurance virtual assistant, outsourcing insurance back office, VA training for agencies
Producer Development + Sales Training (Commercial too)
Prospecting that books meetings. Talk tracks that win BORs. Pipeline math, middle-market outreach, referral engines.
Targets: commercial lines producer training, insurance sales training, BOR strategy, prospecting scripts
Marketing, Brand, and Social
Tight positioning, local SEO, and a simple content cadence for LinkedIn, YouTube, and reviews. Build a lead magnet that converts.
Targets: insurance agency marketing, local SEO for insurance agency, social media plan for agents
Premium Finance Advisory
When to use it, how to present it, lender selection, APR math, disclosures, and compliance guardrails. Train the team to explain it cleanly.
Targets: premium finance best practices, insurance premium financing compliance, premium finance for agencies