Chief Bff Officer
CurrentIn 2014, I started Agency Performance Partners to deliver growth and cutting-edge management strategies to insurance agencies around the country. Building on information gained through a comprehensive assessment tool I developed—the Agency Performance AssessmentTM, our firm combines onsite and virtual engagement to help growth-focused insurance entrepreneurs evaluate current operations and develop and implement executable strategies for success.The proprietary Agency Performance Assessment uncovers organization-wide improvement opportunities and provides the foundation for a customized agency action plan that addresses everything from agency mission, goals, values and culture to agency management and infrastructure, employee abilities, service processes and procedures, and marketing, sales and retention strategy. Key client focus areas where the firm brings extra value include renewals and retention, account-rounding, cross-selling, upselling, lead conversion, lead generation and executive coaching.As an accomplished and dynamic public speaker, I'm available to help organizations educate constituents on the needs of today’s—and tomorrow’s—increasingly social consumer and how current and incoming generations of employees can best respond to them. Speaking engagements cover anything from social engagement and lead generation to marketing and sales management and developing and ensuring organization-wide staff sales excellence.