Elizabeth Meyer’s passion for the independent insurance agency world began in 2001 and has only grown stronger. She has worked in nearly every part of agency operations—bookkeeping, IT, marketing, and employee benefits. This hands-on experience gives her a deep understanding of what it takes to run an agency from the inside out.

Her true niche is transforming how agencies work. She leads software conversions, builds streamlined processes, and delivers coaching that sticks. Elizabeth blends technical expertise in AMS360 and BenefitPoint with a creative, solution-focused mindset. Her goal is simple: help agencies boost efficiency and empower their teams.

Like many in the industry, Elizabeth entered insurance by chance. “I was looking for a job, and there was an opening at an agency owned by family friends,” she says. “It was a great move, and I’m thankful to be part of this industry.”

That opportunity turned into a career dedicated to helping others grow. Whether she’s implementing new systems or guiding process changes, Elizabeth brings real-world knowledge and contagious enthusiasm.

When asked what she enjoys most about working with clients, she doesn’t hesitate.
“The aha moments. When clients get excited to learn and realize how much easier things can be with the right tips and tricks.”

Elizabeth believes every agency can run more smoothly. She encourages new agents to give themselves grace and keep asking questions. “Take it easy. Ask the questions you have. We’ve all been where you are. It takes time. Insurance is a great industry, and it’s like learning a new language.”

Her words reflect her experience and her encouraging nature—a reminder that curiosity and persistence drive success.

A proud Texan, Elizabeth enjoys time with family, quilting, machine embroidery, fishing, and relaxing with her dachshunds. Whether she’s at a family reunion in a matching t-shirt or trying a new embroidery technique, she brings creativity and warmth to everything she does.

Book a meeting with Elizabeth today to see how she can help your agency work smarter, improve processes, and empower your team!