The Right Support. The Right Level. No Overhead.
I provide the depth of a national firm at a fraction of the cost. Choose the service that fits your agency's goals and let's get to work.
The Compliance Desk
Practical compliance support for agencies that need answers they can actually use.
Most agencies call a compliance expert and wait two weeks for a 40-page memo nobody understands. That's not how I work.
When you bring a compliance question to me, I start by understanding the question and why you're asking it. Then I give you something actually useful: here's what the law says, here are your options, and here are the consequences of each. Make a decision, move forward, do what's next.
Every circumstance is different, and I treat it that way.
Then, instead of his current three points, I'd use a short what's included section because this page needs to help people compare services:
The Compliance Desk includes:
Direct Access: Bring your compliance questions directly to me and get practical, decision-ready guidance.
Tools + Documents: Access the compliance tools and document resources your agency needs for common client situations.
Ongoing Education: Stay current through regular compliance updates and Q&A.
Agency-Ready Content: Get compliance and benefits content you can use to educate your clients and strengthen your agency's expertise.
$500/month
Your in-house expert. On demand.
Self-funded clients can be some of your most profitable accounts. They can also become some of your biggest liabilities if you don't fully understand what you're managing.
The data, the stop-loss structure, the TPA relationship, the renewal strategy. If any piece of that is wrong, you don't just risk losing the client. You can create exposure for your agency.
I've been selling, structuring, and retaining self-funded business for more than 20 years. I'm the person you call before something goes wrong, and the person you want on the phone when it does.
As your Embedded Specialist, I integrate directly into your agency, supporting complex prospects, client conversations, renewals, compliance issues, and self-funded opportunities.
Then a few quick highlights:
White-Label Integration: Agency email, team-page presence, and representation in front of clients and prospects.
Front-Line Support: Bring me into complex prospect meetings, renewals, and client conversations.
Compliance + Self-Funded Depth: Add technical expertise to your team without having to build all of it internally.
Team Development: Give your producers and account teams the opportunity to learn from the work we're doing together.
Embedded Specialist
Consulting + Training
Bring me in for the challenge in front of you.
Not every agency needs ongoing support. Sometimes you need experienced help with a specific initiative, challenge, transition, or team.
Whether you're trying to grow from $10M to $20M, expand your employee benefits practice inside a multiline agency, prepare for a future sale, or build your team's technical expertise, this is where I bring everything I've learned as an operator, educator, and consultant.
Then I'd keep his categories, but add training:
Mergers & Acquisitions: Pre-transaction due diligence, go-to-market preparation, and post-close integration planning from someone who has actually been through it.
Operational Excellence: Diagnosing the workflows, service gaps, and team structures that are quietly costing you clients and growth.
Sales Execution: Building the playbooks, training producers, and developing the positioning that helps you move upstream and win larger accounts.
Growing Within Multiline Agencies: Identifying Medicare, large group, and executive benefits opportunities your commercial lines team may be walking past.
Training + Education: Custom training for agency teams, associations, and industry organizations on compliance, self-funding, employee benefits, and other technical topics.
Not Sure Where to Start?
That is exactly what the strategy session is for. We will identify your biggest gaps and opportunities in 30 minutes, and you will walk away with a clear picture of where I can have the most impact for your agency.