Fractional Strategy & Operations Consulting for Insurance Leaders 

I help brokerages, carriers, and agencies align their operations, data, and technology to scale with confidence. From M&A integration to platform deployment, I bring 25+ years of strategic execution across the industry’s most complex environments.

Schedule your appointment

Not sure where to start? Book a 15-minute Free Discovery Call — I’ll ask a few key questions and give you a clear perspective. No obligation, no pressure, just insight you can use.

Fractional Strategy & Operations Leadership

  • Ideal for firms in transition, scaling, or restructuring.

  • I step in as a part-time executive or senior advisor to lead cross-functional initiatives.

Sales & Platform Alignment

  • Align producers, workflows, systems, and data infrastructure for high-growth performance.

Project Rescue / Kill Consulting

  • Project sponsors unsure if the current path is still viable

  • Unbiased insight before throwing more resources at a problem; rapid triage and next steps assessment

M&A Integration Consulting

  • Proven frameworks for technology and business process integration pre/post-acquisition.

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