Insurance Mentoring & Coaching

Why Work with Me?

Do you think you might benefit from insurance mentoring & coaching? Would you like more clarity and support as you navigate the insurance industry? If so, you don’t have to face the journey alone.

I provide practical mentoring and coaching to insurance professionals that helps them communicate clearly, serve clients better, and build sustainable success.

You might be interested in my insurance mentoring & coaching services if:

• You’re new to the industry and want to master its complexity
• You simply want to elevate your expertise
• You’d like a sounding board to help you face the challenges of agency ownership, someone who isn’t a competitor
• You want to start your own agency and need guidance about the realities of independence

I tailor each relationship based on the individual’s unique role, needs, and goals. We’ll focus on you and the situations you face; I’ll provide real-world experience based on my firsthand knowledge of the industry.

Exclusive Content and Access to Mentoring Moments

I also provide free content and services to those enrolled in my membership community. In addition to the public posts on my blog and my YouTube channel, I regularly upload exclusive content for my members. You’ll have access to articles, videos, how-tos, and information shared by other insurance professionals. Recent content includes What Do Clients Want?, Why Use a Client Intake Form?, and downloadable forms such as Client Confirmation of Coverage.

For more information, check out the following video or visit the Membership page on my website. Once you join my membership community (there’s no cost for doing so), you’ll be taken to your Membership Dashboard. From there, you can access the exclusive content and request free mentoring services.