As an esteemed business strategist, I provide specialized consulting services designed for budding entrepreneurs and small businesses. My track record boasts of creating effective business strategies that deliver measurable results.My informative blog (Instrats.com) serves as a resource, simplifying intricate business concepts into practical insights. I cover areas such as leadership skills, Work ethic and mindset, customer & client success, business technology, and entrepreneurial savvy. My unwavering commitment is directed towards propelling my clients towards their pinnacle, turning their untapped potential into tangible success.I firmly believe in the power of knowledge sharing and take great pleasure in imparting my expertise to others. My approach is comprehensive, tailored to meet the distinct goals and needs of each client, ensuring a truly customized service.My strength lies in identifying and alleviating challenges that hinder progress. I advocate a collaborative coaching style that inspires clients to take control of their business, cultivating an environment conducive to sustainable growth and expansion

* Provide strategic direction and executive leadership to Wellspring Insurance Network Inc. * Lead and manage marketing efforts including online, offline, product, corporate, branding and sales support of this successful business engaged into selling of life, home, auto, and commercial insurance products. Devise short and long-term business strategies, marketing, and operational plans. * Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.* Provide vision regarding the overall financial health of the company and long term fiscal planning to ensure continuity and solvency. * Created digital marketing plans and executed across multiple customer touchpoints to build long term brand loyalty.* Analyzed, reported, and optimized content performance for social media, SEO/SEM, website, email, and online advertising. * Oversee preparation of daily, monthly, and annual reports summarizing progress on short and long term plans.* Initiated and built new hire training programs and employee engagement initiatives to enhance employee morale and productivity. * Confer with clients to obtain and provide information when claims are made on a policy.* Customize insurance programs to suit individual customers, often covering a variety of risks.* Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.* Install bookkeeping systems and resolve system problems.* Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.* Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.

* Implemented several key changes that refocused the team’s effort to increase sales. Strategically recruited, trained, managed, and developed sales agents at a national level. * Communicated company strategy to the board of directors. * Directed the design and execution of sales and marketing plans designed to increase revenue and capture market share. * Analyzed financial reports and created effective operational budgets. * Ensured company policies, processes, and procedures are followed by each department. * Reported and disseminated periodic reports and information to the board to ensure they are kept fully informed on the condition of the organization and important factors influencing it.* Expertly developed and managed training tools, materials, and coaching metrics for the sales team.

* Executed organization’s marketing and operational plan. Conducted sales, service, and solicitation of all forms of the insurance business. * Responsible for developing new accounts, and cross-selling and up-selling of key products and services. * Identified new business opportunities; presented our products and services at client meetings. * Developed and maintained effective business relationships with customers through proactive service and ongoing problem resolution.* Established and nurtured customer relationships to build a healthy sales pipeline.