With over 50 years combined experience in the insurance industry, our goal is to make your insurance buying experience as informational and easy as possible. We know how valuable your time is, therefore we have created an online process for you to purchase and receive your certificates of insurance in a matter of minutes, all without leaving your computer.
Kathy and Sheri have worked together as a team since the 1990’s while both were with a large national broker. She has 30+ years of experience in the Professional Liability field. She is responsible for managing individually underwritten accounts, programs and group plans for Life and P&C agents, small to large Broker-Dealers, Registered Investment Advisors, M&A Firms, Investment Bankers and more.
Kathy holds a CISR Designation and the CPSR Designation (Certified Insurance Service Representative and Certified Professional Service Representative).
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