Why use me

I work primarily with successful insurance agents looking for ways to take their business to the next level. I understand the agency structure, work flow and stresses of the day to day work life for agents and team members. I provide a safe place for you to discuss your business, problem solve and work through blocks.

I help you and your team discover the path to reaching your goals using proven tools and techniques in goal setting, organization, productivity and accountability while build a strong team environment. I am a second set of eyes and ears focused on a positive outcome using progressive thinking and strategies.

Initial Assessment

Initial Assessment Report to agent after all interviews are completed


Determined by Number of Employees

In-Office Training

Personal teaching for your organization

Referral Discount

Refer an agency that uses my services and receive a one-time $50.00 discount off your monthly training per referral.

Travel Costs

Travel costs will be charged in addition to service fees for on-location visits.
All travel cost associated with agency work are discussed and approved in writing by agent before travel takes place.