Services and Specializations

Every service listed is something I've done before — not theory, not templates. Real execution across five core verticals.

Systems Implementation

Project-managing the onboarding of new systems that make your departments more efficient and scalable.

  • CRM Implementation (HubSpot Partner)
  • Billing System & Approval Processes
  • Applicant Tracking Systems
  • Policy Administration Systems
  • Policy Document Printing (Covenir Partner)
  • Auto ID Cards & ALIR Reporting
  • Policy Workflows (Cancellations & NonRenewals)

Executive Management

Supporting CEOs and leadership teams with the operational backbone that keeps everything moving.

  • Leadership Assessments
  • Board Deck Planning (Market, GTM, Product, People, Financials)
  • Board Meeting Coordination
  • CEO Communications & Email Triaging
  • Accountability Frameworks For Leadership Teams

Finance Operations

Building and streamlining the financial infrastructure startups need to scale with confidence.

  • Billing System & Process Implementation
  • Accounting System Setup (Sage Intacct, QuickBooks)
  • Invoice Payments & Processing
  • General Bookkeeping

Human Resources

Building the people infrastructure that lets teams grow, perform, and stick around.

  • Hiring & Candidate Screening
  • Onboarding & Recruiting Process Development
  • Talent Assessment (Roles, Staffing, Quality, Retention)
  • HR Benchmarking Tools
  • Exit Interviews
  • Rippling Partner Implementation

Business Operations

Coordinating and executing project-based initiatives that scale the way your business runs.

  • Project Management For New Product Launches
  • Data Reporting & Analysis
  • BI Dashboard Implementation

Technology & Security

Onboarding and managing the tech stack that keeps your teams secure, connected, and productive.

  • Endpoint Protection & SSO
  • DLP & Mobile Device Management
  • SIEM/SOC Solutions & Helpdesk
  • Core Systems Audits (Access, Permissions, IAR)
  • Laptop Refreshes & Legacy System Deprecation
  • Policy Admin System Implementation (Vetting → UAT)

Insurance-Specific Initiatives

Deep insurance domain expertise applied to the most complex, high-stakes projects.

  • Setting Up A Captive
  • Launching A Policy Administration System (PAS)
  • Policy Admin System Upgrades

Let's find the right fit for your team.

Not sure which service applies? Book a call and we'll figure it out together.