Agency Owner / Principal Agent

Running an Allstate agency means wearing every hat simultaneously — you are the strategist, the coach, the compliance officer, and the closer. Since taking over the Kendall location in November 2022, I have focused on building the operational infrastructure that most agencies overlook: structured follow-up cadences, CRM hygiene, and a team culture where every interaction is treated as a long-term relationship investment.

The result has been a measurable improvement in both retention and conversion. By implementing tiered service protocols — where high-value clients receive proactive quarterly reviews and new clients are onboarded with a structured 90-day touchpoint plan — we have reduced policy lapse rates and increased cross-sell success.

Leadership here is not about managing from a distance. I sit with my producers, listen to calls, and coach in real time. The team I have built understands that insurance is a trust business, and trust is earned through consistency, not just price.