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One-Hour Consulting Call

A fresh perspective from an industry expert.

Jenn’s advice is grounded in her proprietary and proven framework—Clients hire you to be led.™

Your insurance industry peers—brokers and solution providers (insurance carriers & point solutions)— most often seek guidance on:

Growth & Strategy

  • Brainstorming: Product development or investment strategies

  • Establishing Your Next Business: Strategic planning for launch or growth

  • Improving Margins & Profitability: Optimizing financial performance

  • Organizational Transformation: Role transitions, organizational development, and structuring client service teams

Broker & Market Dynamics

  • Broker Selection: When and how to structure an efficient review

  • Effective Broker Channel Strategies: For legacy and emerging solutions

  • Product-Market Fit: Selling solutions through or to insurance brokers

  • Client Retention: Overall strategy or specific challenges

Sales & Client Engagement

  • Business Development: Strategic planning or Client Service pitch readiness assessment

  • Sales & Client Service Dynamics: Enhancing team performance

  • Virtual Selling & Advising: Best practices for remote engagement

  • Shift your INTRO Consulting: Moving from course completion to 1:1 strategy calls

Talent & Career

  • Hiring, Staffing & Training: Talent acquisition and career development dilemmas

  • Career Decisions: Evaluating new opportunities

  • Trends in Client Service: Attracting and retaining staff in the midst of the industry’s talent crisis

You’re welcome to share documents in advance for context, and I’ll do a light review before our call.

After your purchase, you’ll receive a confirmation email with an easy link to schedule our conversation at a time that works best for you.

Chris Fisher - Founder, BenefitsAlly

Jenn was an invaluable resource as I formalized the launch of a new program at BenefitsAlly. Her experience and insights were critical to helping me refine the details and the result is something that my clients across the country are excited about. In the first year, I engaged Jenn on two separate projects and again the following year to refine our offer. If you're looking for a fresh perspective on anything in the employee benefits arena you should be working with Jenn.