At the heart of every thriving insurance agency is a drive to improve, adapt, and grow. That’s where Claire comes in. With over a decade of insurance industry experience, she brings a dynamic mix of service, sales, marketing, technology, and leadership to her consulting role.
Her passion is simple—helping agencies unlock their full potential. Claire’s approach blends industry expertise with practical strategies that work in the real world. She doesn’t just give advice. Instead, she helps agencies put systems in place that make their teams stronger, more efficient, and more profitable.
Like many in the industry, Claire didn’t plan on working in insurance. What began as a “let’s see where this goes” opportunity quickly evolved into a meaningful career path. Over the years, she led a high-performing personal lines service team, played key roles in mergers and acquisitions, and contributed to branding and client experience initiatives. Along the way, she discovered a talent for simplifying complex workflows and turning them into processes that teams could follow with ease.
Because of this skill, Claire became a trusted leader and problem-solver. It also paved the way for her shift into consulting, where she could use those abilities to help a wide range of agencies succeed. Claire’s agency-side background gives her valuable insight into what agencies truly need to grow and thrive. She understands the balance between client service, operational efficiency, and revenue goals.
Her consulting work covers a wide range of needs. For example, she helps agencies improve client retention, optimize management systems, and train their teams for long-term success. She’s fluent in AMS360, PL Rating, Agency Zoom, and Hawksoft. Most importantly, she knows how to apply these tools strategically to streamline operations. As a result, Claire’s clients often see faster workflows, smoother client interactions, and more time to focus on revenue-generating activities.
Ask Claire what fuels her work, and she answers without hesitation: “I love learning how each agency operates and uncovering the unique processes behind their success. It’s incredibly rewarding to find ways to make them more efficient and take things to the next level.” She combines that curiosity with a thoughtful, hands-on approach. Clients value her ability to listen, ask the right questions, and recommend solutions that fit their culture and goals. She focuses on efficiency, but she’s equally committed to the people she works with.
With years of experience behind her, Claire is quick to offer guidance to those just starting out. “Don’t get discouraged if you don’t know everything right away. This is an industry where learning never stops,” she says. In addition, she encourages embracing new technology with an open mind. “It evolves quickly, and your ability to adapt and pivot will set you apart.” This forward-thinking mindset has helped her navigate the industry’s rapid changes and guide her clients through them as well.
Claire lives in Maryland with her husband, Dane, and their two kids, Jackson and Casey. Outside of work, she focuses on family, enjoys the outdoors, and looks for moments of calm in a busy world.
If your agency is ready to operate smarter, streamline systems, and create a stronger client experience, Claire can help you get there. Her mix of agency know-how, technology skills, and genuine care make her an invaluable partner for long-term growth.
Book a meeting with Claire and see how she can help your agency!
