Menu
    • Home
    • Agent for the Future Advisors

    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.

     
Advisors 3

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.
Talk with an Advisor

Get to know us
Meet the Advisors

Manny Barbosa

Specialties: Agency branding, video, social media, niche & new markets
Location: Seattle, WA
Shannon Chatman

Shannon Chatman

Specialties: Relationship marketing, agency talent and culture, reputation management, RISE
Location: Seattle, WA

Dale Steinke

Specialties: Agency tech stack, artificial intelligence, business continuity, sales enablement strategies, agency perpetuation
Location: Seattle, WA

Advisor-led insights and resources

Article

4 ways to drive small commercial leads through web optimization

Agent for the Future Advisor Stacie Cooper shares four ways agents can optimize their web presence to attract new small commercial leads.
Read More
Article

Create clients for life with a robust onboarding strategy

A robust client onboarding strategy that includes a welcome kit can help you increase retention and loyalty.
Read More
Article

Trying to do more at your agency? Let tech save you time

Before turning to hiring or shuffling your calendar around to find time, consider how technology can help you get time back in your day.
Read More
Article

Two digital tactics that can dramatically improve your agency’s close ratio

Learn about digital tools that can help agents grow their books.
Read More
Close