Who Do We Serve?
- Do you have direct carrier connections to enable real-time contracting, commission feeds, and case status updates?
- How much time are you wasting with agent downlines, commission hierarchies, overrides, and production tracking across multiple carriers?
- Are you offering modern tech tools — like quote engines, full-featured agent portals, and CRM access?
- Do you have systems in place to notify your agencies when policies are eligible for upgrades?
- Are you manually reconciling carrier-paid commissions to agent splits, especially when with advances, chargebacks, and trails?
- Are you ensuring your agents are compliant with NAIC Best Interest standards?
- Do you have processes to track and manage carrier-specific product training for your agents?
- Are you securely managing sensitive data, including agent PII, client PII, carrier information, and commission records?
- Are your books clean and accurate making it easier to sell, merge, or transition in the future?
- Do you struggle with manual processes to gather carrier illustrations and quotes?
- How much time are you spending tracking split commissions, trails, and persistency bonuses across multiple carriers?
- Are you staying compliant with NAIC Best Interest standards, state-level suitability rules, and carrier compliance audits?
- Is your client PII, including illustration PDFs and account numbers, scattered across desktops, emails, and cloud folders?
- Wouldn’t it be easier to not only track key dates like policy anniversaries, RMDs, beneficiary updates, and in-force changes in one place, but to take action when those times arise that benefit your bottom line?
- Are you prepared for succession? Incomplete agent and production data (including data silos across many applications) can make it difficult to sell, merge, or transition your FMO.
- Do you need an expert to fine-tune your marketing and attract a steady flow of new patients? New patients are the lifeblood of any practice!
- Are you expanding to multiple locations without systems to ensure consistent policies and procedures - particularly when employees might work in more than one location?
- Are all employees trained to handle and protect sensitive patient data in full compliance with regulations?
- Do you have processes in place to document patient notes for every interaction and obtain informed consent for each procedure?
- Are you prepared for a smooth transition or retirement by tracking key metrics by location and procedure?
- Do you have systems to consistently monitor performance to identify your profit centers, procedures, locations, providers as well as and areas for improvement?
FMOs & IMOs - Click Below To Download "The Portal Power-Up Checklist" - A Must Read For Growth Oriented Field Marketing Organizations
With ransomware on the rise and advanced cybersecurity a must have, when was the last time you conducted vulnerability or penetration testing on your systems?
If any of this resonates with you, book a call using the link below
What is a Fractional CTO?
What Is The Difference Between A Technology "Consultant" and a Fractional CTO?
Click the button below to download a short read explaining the difference between the two. It will be informative and hopefully guide you to the right decision!
Is your business growing but lacks a technology leader to assist in taking you to the next level? Not ready to hire a full time Chief Technology Officer? I have the proven ability to add value to your business model through the application of technology and management of the team required to support it.
My Skills
I’ve dedicated most of my career to working with small to mid-sized businesses (SMBs) across various industries and roles. My focus has mostly been on professional service-based companies, where growth, cybersecurity, data integrity, and compliance are critical concerns. I’m passionate about problem-solving, developing solutions, and delivering enterprise-level results that were once out of reach for SMBs.
With a broad range of knowledge and experience, I collaborate closely with your team to drive value. My approach begins with identifying the key performance indicators (KPIs) that are most important to your business.
Using those KPIs as a guide, I create and implement a strategic, prioritized plan designed to meet your performance targets—on time and within budget—to align with your go-to-market strategy.