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Insurance Training & Consulting
Consulting Services for you
Insurance consulting, setting an outside set of eyes on your coverage to ensure you are getting what you need.
Policy Audits
Business and personal policy audits. Review the coverage you have with an outside party, gain the knowledge you need to ensure you're making the right choices.
Small Biz & Start Ups
Learn what you will need from an experienced agent who's not in it to "sell" you. Find out what questions to ask and how to ensure you have what you need.
Training for Agents
You passed the state insurance exams, now it's time to learn how to have the conversations. Learn about finding coverage gaps, adding value and creating insurance programs that work.
New Agency Workflows
Create workflows that work. Cut out the clutter, set up the steps for an efficient workplace where everyone can succeed. Give your team clear expectations.
What do my clients say?
Steven O.
From the start Melissa has been full of positive energy, knowledge and guidance. Each session has expanded my understanding of concepts, processes and overall application within the insurance business. Not only is our time spent on the phone/Zoom jam packed with info her follow up emails are just wonderful. So much to take away and unpack. Money & time well spent for anyone looking to graduate to the next level(s).
I love insurance - do you?
After more than 30 years in the industry I've developed a passion for making sure the coverage is right. I've seen countless new agents struggle with the conversations and create more work than they need to. I'm here to help. I can work with you, your staff or your agency. If you prefer you can sign up for the onli
Collaborating to improve the industry
Women of Insurance
Melissa works in conjunction with Women of Insurance. WOI is a dedicated space for sharing knowledge and experience with other women in the insurance industry. Tracie & her team are dedicated to helping women further their knowledge and career.
Insurance Training
Grow your skills to grow your business
With 20+ years experience in personal lines P&C and 30+ years in life insurance this training is practical and effective to get you moving in the right direction.
The most expensive asset you have in your agency is your staff. Training your staff is key to your growth and retention of your book of business. What methods of training have you implemented?
Training your staff needs to be standardized in order to give your clients the best experience. Do you want your clients getting different results for each representative they speak with? This will only diminish your client's faith in your ability to provide quality results regularly.
Retention is a growth model – The passive income lost on a sloppy book of personal lines P&C business can be staggering. If you are new to the field, if you are struggling or if you are ready to walk out this is the place to be. After decades in the business Melissa can break it down into a simple formula to not only retain and grow your book but keep your customers referring new business.
Build Passive Income – P&C has long been known as the bread and butter of the insurance industry. The charm of having a solid book of P&C has been lost in the romance of chasing the sale. Isn't it time you get your P&C book in order for the long term? Are you ready for decades of renewals on your P&C?
Online Training Available
Online training is available for you and your staff.
This training is designed to feel very personal and give you individual training and coaching on working in the insurance field.