Meredith Daniel Email & Phone Number

SF Bay Area

Management Consulting. We help Principals and Management improve their organization in pertinent areas such as: Operations, financials, strategic planning, perpetuation, production, client services, marketing, public relations, internet/intranet and critical response time for clients on local, national and international levels.

www.mgdbis.com

Insurance & Risk Management Consulting. We present Business Owners with a candid analysis of their Insurance and Risk Management programs by assessing their particular needs and requirements. We also facilitate the process of their obtaining the most comprehensive, cost effective insurance programs for their business, independent of, or in tandem with.

Palm/Nees Office

My focus as a business professional has always revolved around Clients; servicing clients, educating clients and consulting with clients. My experience as a Realtor, Insurance Broker, Move Manager and Management Consultant gives me a well- rounded approach to problem solving and troubleshooting.California Real Estate Salesperson # 00878286

More than twenty five years experience with global and entrepreneurial insurance organizations in Senior Management and Production positions - Meredith’s role as Vice President, Commercial Operations encompassed overall responsibility for all commercial departments and client satisfaction!

Creation, realignment and coordination of Standard Operating Procedures (SOP’s) and support staff for all offices, administration of standard licensing and surplus lines licensing / procedures for the 50 states, new business production and Internet / Intranet revisions.