Kelly Kimmich Email & Phone Number

AgencyBloc, the #1 Agency Recommended Management SaaS Platform, supports life and health insurance agencies with a suite of industry-specific solutions and services, including including an insurance-specific CRM, Commission Module, Automated Workflow, Sales Pipeline, and Quoting & Proposal tools.

Cedar Falls, Iowa

I am responsible for ensuring high retention rates, strong organic growth, and high CSAT scores via our client success, onboarding & implementation, scaled education, and client support functions. Our large number of relatively small clients requires lean processes and heavy use of automated communication tools to scale. Over the last three years, our Client Success team has grown from 11 individuals primarily focused on onboarding and support to a team of 31, including proactive CSMs responsible for revenue goals. This has been via the organic growth of the organization and the acquisition of two SaaS companies. In addition, I am the strategic leader for internal business system consolidation and integration. The goal to bring a 360-degree view of the customer to client-facing team members and to reduce software duplication.

Cedar Falls, Iowa

• Facilitate and organize Far Reach owner/leadership for strategy meetings. • Work with current and prospective clients to help them define the custom software solution that will meet their unique problems, providing proposals for multi-$100K projects. • Collaborate with a professional services team of UX designers, developers, and product owners to communicate scope and estimates to clients

Cedar Falls

• Led the company transition from waterfall to Scrum/Agile methodologies while simultaneously filling the role of product-owner liaison for large custom software projects.• Developed a time-and-materials quoting process using past performance data that allowed us to accurately estimate project costs and timelines, maximizing billing realization. • Responsible for managing the relationship with clients, quoting and managing $50k+ projects, and providing priority direction to our development teams.

Waterloo, Iowa Area

Bergan Paulsen and Networking Solutions were associated companies with joint ownership. • Co-built a marketing department for both Bergan Paulse, a CPA firm, and Networking Solutions, an IT company. • Managed the digital communication for prospects and clients, including ongoing social media, newsletters and website redesigns. • Was acknowledged by the Association for Account Marketing for driving revenue through creative application of tried-and-true tactics.

Waterloo, Iowa Area

See above.

South Bend, Indiana Area

• Led the local Young Professional's Network (Chamber-sponsored association), coordinating our volunteer base and hosting all events.• Spearheaded the coordination of our Visitors Guide, collaborating with local attractions, accommodations, event directors, and our newspaper (for advertising sales).• Contributed to the development of a multi-county self-guided farm tour.• Community connector and resource for all things tourism and business related.