With over 25 years of experience in the technology and employee benefits sectors, I bring a strong track record in sales, business development, and client solutions. My career began in software sales, where I honed my skills at leading tech giants like Oracle and IBM, helping organizations optimize their technology infrastructure.In 2017, I transitioned into the employee benefits and insurance space, where I’ve spent the last seven years helping businesses navigate the complexities of benefits management.
At companies like Ease and PerfectQuote, I focused on streamlining the benefits process for both employers and employees, utilizing technology to enhance efficiency and employee satisfaction.I have a passion for connecting innovative solutions with client needs, always striving to deliver value through strategic partnerships. My diverse background in both software and insurance gives me a unique perspective on how technology can transform benefits administration and improve the employee experience.
- Published on: September 17, 2025Education
Rideshare Coverage Gaps: How to Identify and Fix Them
Ridesharing services like Uber and Lyft have transformed the way we commute, offering convenience and flexibility. However, many drivers unaware of the nuances of insurance coverage may find themselves exposed to gaps that can lead to significant financial liability. Recognizing and addressing these coverage gaps is crucial for protecting both drivers and passengers....Read More - Published on: September 16, 2025Education
Teen Drivers: Costs, Discounts, and Safety Tips
Navigating the world of car insurance can be overwhelming, especially for families with teen drivers. The combination of youth and inexperience often results in higher insurance premiums, and understanding the costs associated with insuring a young driver is crucial for parents. Moreover, knowing about available discounts and implementing safety measures can significantly mitigate both financial and physical risks. This article will break down the costs, highlight potential discounts, and offer vital safety tips for teen drivers....Read More - Published on: September 14, 2025Education
Scheduling Jewelry, Watches, and Fine Art on Your Insurance Policy
As a potential client navigating the world of insurance, you may find the specifics of scheduling valuable items like jewelry, watches, and fine art a bit overwhelming. However, understanding how to properly insure these significant assets is crucial not only for your peace of mind but also for protecting your investments. This article aims to demystify the process of scheduling personal property on your insurance policy, providing you with essential knowledge to make informed decisions....Read More - Published on: September 14, 2025Education
How to Build a Home Inventory for Insurance Claims
When it comes to protecting your home and assets, having a comprehensive home inventory is essential. A well-documented inventory not only aids in the insurance claims process but also ensures that you are fully aware of your possessions' value. Read More - Published on: September 14, 2025Education
Understanding Umbrella Insurance Policies: Your Comprehensive Guide
In today's litigious society, having insurance is not just a good idea; it is a necessity. As you navigate your insurance options, you may have come across the term "umbrella insurance." But what exactly is it? Read More - Published on: August 2, 2025Education
Risk Management: Why Being Proactive Pays Off in Insurance
In the world of insurance, a proactive mindset is your best friend. This forward-thinking approach is known as loss control—a set of everyday habits that help minimize risks before they turn into costly problems. Think of it as routine maintenance for your life or business.Read More - Published on: August 2, 2025Education
7 Emerging Business Risks in 2025—and the Insurance to Match
The business risk landscape is evolving rapidly—from cybercrime and climate disruptions to AI liability and employment lawsuits. Small and midsize business owners can no longer treat insurance as a checkbox. This guide breaks down seven of the most pressing risks in 2025, what to ask clients or teams, and what coverage options to consider before trouble hits.Read More - Published on: April 30, 2025Opinion
The 2030 Insurance Agency: Where Humans and Machines Build Revenue Together
By 2030, the insurance agency benchmark won’t just measure human output — it will reflect the combined power of people and AI. As automation handles the busywork, the real value of your team will lie in strategic thinking, emotional intelligence, and creative problem-solving.Read More