Most brokerage leaders didn’t start in insurance to become operators. They were drawn to the work that matters—advising clients, helping protect families and businesses, staying active in their communities.
But as the brokerage grows, operational responsibilities stack up. Slowly. Over years. And without ever making a conscious decision, the owner becomes the COO.
They’re managing HR issues, vendor contracts, IT headaches, team misalignment, leadership gaps—and the part of the job they used to love gets pushed to the margins.
I step in to help brokerages reclaim operational clarity so owners can focus on what they do best—and stop carrying what the business has outgrown.
Where I Step In:
Operational Decompression
I help owners pull back from the day-to-day by simplifying internal systems, improving leadership communication, and building accountability frameworks that don’t rely on micromanagement.
Fractional Operator Support
For agencies in transition, I offer short-term embedded support—as a stabilizing operator or strategic partner—until the right long-term leadership is in place.
Leadership Reset
I work with internal leaders to clarify roles, clean up reporting, and rebuild execution discipline across the business—so the founder doesn’t have to be in every room for things to move forward.
