Free Up Time...Get Paid!

You're great at meeting with clients and coming up with solutions, but you're so busy getting new clients that it's hard to move the ones you already have through the process. As a result, you're not getting paid like you should because things are slipping through the cracks. You don’t enjoy the follow-ups, and it’s draining to call carriers for updates or ask clients for small details the underwriter needs.

That's where I come in. With over 35 years of experience in finance, audit, lending, and insurance, I handle your paperwork from application to issue. I'll track every step and make sure nothing gets missed, so you can focus on what you do best—and get paid!