After 20+ years in the insurance industry, I understand most agency owners view the future in two paths. One - remaining fiercely independent with a solid business plan. However, this path would be a hard-fought road and often feels impossible to achieve their goals without assistance. Many chose premium aggregation, carrier markets offered by clustering with other agencies, or various other resource networks, but it was not usually enough return on investment to make much difference. The other path - being gobbled up by a large consolidator where the agency would lose its identity, often its employees and no longer hang on to the things which made the business successful to start. The agency would become a shell of what it originally set out to be and was no longer autonomous leading to disappointing results. I joined Superior Insurance Partners as a Director of Business Development to offer something else. A flexible, differentiated path for agencies where they could maximize the value of the business, they had worked so hard to build, but while keeping their culture and control. I spent most of my career as a commercial P&C broker for large accounts that were each more than $25,000 in revenue, attaining my CIC and CRM along the way. After which, I managed the development of new membership for the largest, independent aggregation network in the country. During my time at ISU Insurance Agency Network, I spoke to thousands of agency owners about how to improve their growth, contingencies, carrier markets, and revenue generating strategies for the future of their business. I live in Chester County, Pennsylvania outside of Philadelphia and am Director of Business Development in the Mid-Atlantic and Northeast Regions of the US including PA, DE, NJ, MD, DC, VA, WV and the Carolinas.

I am a member of the East Coventry Township, PA Historical Commission, approved by the East Coventry Township Board of Supervisors Through December 31st, 2022. History of Fricks Locks VillageBefore European settlement, the lands of Fricks Locks Village were rolling hills covered primarily with mature woodlands. The lands were floodplain areas along the Schuylkill River. The Schuylkill River was reported having an abundant supply of herring, sturgeon & shad. Lenni Lenape Indians of the Delaware tribe inhabited the region & trapped beaver for their pelts as a valuable trading product. The advent of change in land use is from King Charles II of England awarding the lands of the future Commonwealth of PA to William Penn in 1682.In 1832, the depth and width of the canals were increased to accommodate larger boats. (The original canal dimensions had not been followed per specifications.) The new supply of coal enabled more industrial operations along the river. . The locks in Fricks Locks were an important stopping place in the areas. The village hosted a “convenience” store that stayed open 24 hours a day to supply the needs of the boatmen. Passengers on packet boats stopped in Fricks Locks to go ashore for dinner or stay overnight for a stagecoach connection. The Village became an important trade center. In 1849, a covered toll bridge, the Lawrenceville Bridge, was the area’s first dry crossing of the river. This improved connection (competing with the ferry service) to Montgomery County increased the trading opportunities and growth associated with the canal and the Village.An agreement between Exelon Generation Company, LLC, (Limerick Power Plant) and the Township, allows the Village opened for escorted public access. Exelon completed the stabilization of the buildings & Township Historical Commission is helping re-discover the local heritage that began nearly 200 years ago with educational,guided tours.

Partnering w/Successful P&C Insurance Agencies to Continue Building ISU's National Community of Agencies - the Largest Independent Group of Agencies in the US. Looking for Agencies that Want to: 1) Remain 100% Independent, & 2) Grow Profitable Premium with ISU's Preferred Carrier Partners

As part of a 20 year career in the commercial insurance industry, I am focused on being a client advocate, not the broker who does your insurance. Insurance is not complicated when you have the right, trusted advisor on your side. It can feel like insurance agencies come and go but not here at Gallen Insurance with a unique combination of local stability and commitment to growth with new exciting transitions every day. We are looking to partner with companies that are ready to seize opportunities, and become the next valued customer. Whether you are looking for advice as a new company to a complicated industry or a settled, experienced organization on the hunt for a fresh, knowledgeable perspective, you will discover more than an insurance agency here. Rather you will find a trusted, lasting, business relationship. We do more than provide insurance policies, by offering a complete risk management experience that gives our customers peace of mind. As a certified risk manager (CRM), I am looking to work with companies that have changing needs so that I can offer a customized policy that fits their specific landscape. That is how we deepen and develop the client experience so that we assure our partners our dedication and thereby secure loyalty. At Gallen Insurance, we want to be able to impact the lives of the people with whom we do business throughout the entire region.

As an independent insurance agency, we represent many different insurance companies which offer a wide variety of coverage options and programs. With long standing connections and knowledge of the market, we find the right fit for your business. In the end, you get the right blend of coverage, value and service.As long-term, licensed insurance consultants, we know the technical nature of insurance and will explain the complexities of insurance in simple terms. Education is the key to help you make smart decisions. We make it our goal to assess each client’s unique insurance needs and match them with the insurance company/products best equipped to meet those terms within a company's abilities.Let us serve as the risk management department and advocate. As your business' advisor, we will listen to and understand your unique needs. This process is not just about finding a price that is affordable, but that has to be a consideration. Making certain you are appropriately covered if you do suffer a loss, is huge. What's the purpose of insurance if its not there when you need it? We meet your insurance needs with the companies we represent, providing business, employee benefits and personal solutions under one roof. We are committed to help you find the BEST insurance program for your business.Our agency does not end the relationship when you sign on the dotted line, that's just the start. We are here to help you through all the constant changes, whether a new facility, buying an auto/truck, a new project, adding a driver, or looking for ways to enhance your employee benefits package.We are local with 4 sites throughout the community, sharing the interest where you operate and understanding the insurance implications of these areas specifically as well as the impact around the Nation.

Exude, Inc. is a minority owned, industry leading, firm that provides services in Employee Benefits, Human Resources, Total-Wellbeing, aims to focus on Risk Management and Retirement. It starts with better, more affordable benefits, customer improved total well-being, more secure retirement plans, and client human resource policies that help build workplace culture. Around the clock with support staff that works with a mandate to act in a proactive partnership with your people. Exude's mission is to support yours.Exude has proudly been recognized for several awards including Excellence in Customer Service by the Greater Philadelphia Chamber of Commerce, Best Places to Work from the Philadelphia Business Journal every year since 2005, Best Place to Work in PA by the Central Penn Business Journal 2009 and 2010 (winning the #1 position in 2009), Psychologically Healthy Workplace (Local & National) by the American Psychological Association with additional Best Practice Honors, 2011 Adoption Friendly Workplace by the Dave Thomas Foundation, ranking on the Inc. 500l5000 list of fastest growing companies over the past 3 years 2010 and 2011 and a top 25 Business for Career-Minded Moms by Working Mothers Magazine.

•Customer development, revenue retention and growth through the review of commercial risk management policies.•Insurance consulting, including loss prevention planning and strategy development.•Advising businesses on formation of safety programs and practices.•Aiding clients and prospecting in evaluation of their total cost of risk to make sure they are truly covered for seen and under evaluated risks.•Working with clients on the evaluation and development of successful safety procedures with in-house, agency based resources.

The Charitable Organization for Autism Spectrum Technological and Educational Research Studies, or COASTERS, is a public charity that raises awareness and funds for research that may improve the lives of people on the autism spectrum.

•Development of insurance agencies with specific software solutions that aided them in revenue retention and growth through the innovation of their sales practices.•Insurance consulting, marketing plan, new business driving including loss prevention planning, safety practices and strategy development.•Advising insurance agencies on formation of new sales culture allowing them to thrive in a difficult environment.

•Customer development, revenue retention and growth through the review of commercial risk management policies. •Insurance consulting, including loss prevention planning and strategy development.•Advising businesses on formation of safety programs and practices.

•The training of new representatives as the entered the company on sales strategy, cold calling and prospect development.•Strategic sales planning, including business plan & sales strategy development.•Advising new and renewal customers on insurance policy purchase and coverage changes to aid them in corporate risk management program development •Generated new sales for an insurance agency that focused on middle market and large market commercial insurance.

High Exposure Case Management for Workers' Compensation Claims. Handled severely injured individuals through their workers' compensation issues. Was involved at a high-level in settlement of these cases included structured settlement development and Medi-Care Set-Aside Issues.

-The Handling of Large Market Insurance Claim Reviews for customers who paid in excess of $2.5 Million for Insurance Policies per year.-The review and consultation of legal implications for Owner Controlled Insurance Policies (OCIP) and Contractor Controlled Insurance Policies. (CCIP)-Strategic Case Management of a National Market Team of Workers' Compensation Case Managers.