With a steadfast commitment to fostering insurance agent success, my role at Openly revolves around personalized engagement with a network of 650 agents. Our collaborative efforts are geared toward driving key metrics such as New Business Premium and maintaining a favorable Loss Ratio. The strategies I employ encompass sales call coaching, marketing finesse, and astute business planning, all tailored to elevate agent performance and, by extension, service excellence across the Southeast.
At the heart of my approach lies the advocacy for agent needs, bridging the gap between them and our Underwriting and Product teams. This synergy not only ensures their voices are heard but also fortifies their market position. Through strategic recruitment and the cultivation of entrepreneurial talent, I empower agents to deliver unparalleled value to their communities, reflecting Openly's commitment to exceptional client service and sustainable growth.
FINRA - Series 6
FINRA - Series 63
FINRA - SIE
GA - Property & Casualty License
GA - Life & Health License