Tracy Cooper, Acs, Flmi Email & Phone Number

Tracy Cooper provides large case management and underwriting support to the producers she serves. She began her career with Northwestern Mutual in 1989 and moved into the brokerage world in 1995.Tracy uses a collaborative approach with her producers and clients and enjoys coordinating with underwriters to ensure the best possible outcome is achieved for each and every case. Tracy's experience with a wide variety of challenging financial and medical underwriting situations makes her an ideal partner in case management solutions - from individual personal insurance policies to large business- and trust-owned policies, and everything in between. Tracy specializes in large case management and enjoys delivering favorable outcomes for challenging cases. Her work as liaison between the producer/client and the carrier - from medical record review to rate class negotiation - often results in better-than-expected solutions, creating invaluable good will for producers with bottom line clients and attorney/CPA COIs alike. A member of CPS Insurance since 1995, Tracy enjoys cooking, the outdoors, and camping with her family. She can be reached on her direct line at 657-491-2672 or tracy.cooper@cpsadvantage.com.CA Insurance License #0811136

Listed skills include Insurance, Life Insurance, Term Life Insurance, Disability Insurance, and 20 others.

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  California State University, Fullerton

  Finance