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Meet the Agent for the Future Advisors
Agency growth consultants who turn trends into tactics
The Advisors cut through the noise, helping independent insurance agents make strategic decisions around technology, operations, marketing, and growth.
What Advisors offer
- Expert insights and commentary on changes shaping the insurance industry
- Best practices and resources agents at all levels can apply to their day-to-day work
- Tailored advice through one-to-one coaching and consulting. Free consultations are available only to independent agents appointed with Liberty Mutual.
Get to know us Meet the Advisors
Specialties: Agency branding, video, social media, niche & new markets
Location: Seattle, WA
Specialties: Relationship marketing, agency talent and culture, reputation management, RISE
Location: Seattle, WA
Specialties: Agency tech stack, artificial intelligence, business continuity, sales enablement strategies, agency perpetuation
Location: Seattle, WA
Advisor-led insights and resources
Video
Which AI tools should insurance agents use?
Which AI tool should you start with? Here's a clear recommendation based on what actually matters for beginners, and why you don't need to overthink this decision.
Webinar
AI Bootcamp for Independent Agents: Session 1 – Hone your prompt skills for smarter results
AI isn’t just a buzzword—it’s a practical tool that can transform your agency’s daily operations. Watch session 1 of AI Bootcamp to master the art of prompt writing for real business results.
Video
Building a memorable brand for your insurance agency
Building a memorable brand for your insurance agency begins with understanding what makes you different. Get quick tips for building yours.
Video
Recognizing agency burnout (and how to catch it early)
Learn how to recognize agency burnout early. How empathy, awareness, and open communication protect your team and your agency
Video
How independent agents can stand out in a competitive market
How independent agents can stand out in a competitive market using smart tools, specialization, and authentic customer connect..
Video
The independent agent advantage: Ease, choice, advice
How ease, choice, and advice define the independent agent advantage - building trust and lasting customer relationships