Jennifer Bejarano

Director of Consulting Services, IIAT

 

Specialties

• Strategic Planning

• Organizational Culture

• Standards & Process Development

• Claims Management

• Risk Management Solutions

 

jbejarano@iiat.org

512-493-2405

Mallory Cornell

Vice President, IIAW

 

Specialties

• Operational Workflows

• Proactive E&O Risk Mitigation

• Developing processes & standard operating procedures 

• Leading risk assessment discussions

 

mallory@iiaw.com

608-210-2975

Angela Ford

Director of Continuous Improvement, IIAT

 

Specialties

• Operational Efficiencies

• Developing Workflows

• Agency E&O Auditor

• Identifying and Mitigating E&O Risks

• Policy & Procedure Development

 

aford@iiat.org

512-493-2443

Kier Lewis

Programs Manager, IIAT

 

Specialties

• Certified Kolbe Strengths Consultant

• Employee Engagement

• Team Building

• Hiring Solutions

• Agency Culture

 

klewis@iiat.org

512-493-2438

Evan Leitch
Director of Agency Solutions, IIAW

 

Specialties

• Agency Operations and workflows

• Proactive E&O risk mitigation

• Agency Technology that promotes efficiency and improves operations

 

evan@iiaw.com

608-210-2971

Casey Nelson
Director of Consulting Services, Catalyit

 

Specialties

• CRM  setup & implementation

• Automated Workflows

• Integration Development & Management

• On-site training

casey@catalyit.com

​

Craig Niess, CVA, MBA

Director of Business & Valuation, IA Valuations

 

Specialties

• Fair Market Agency Valuations

• Perpetuation & Transition Planning

• Risk Factor Analysis

• Business Consulting

craig@ohioinsuranceagents.com

​

Marit Peters

President & Executive Director, IIAT

 

Specialties

• Strategic Planning

• Leadership Development

• Team Building & Employee Engagement

• Operational Efficiencies 

• Certified Kolbe Strengths Consultant

 

mpeters@iiat.org

512-493-2422

Sara Bradshaw Ray, CIC, CKC

Senior Vice President of Strategic Initiatives

Big I Oklahoma

 

Specialties

• Leadership and Executive Coaching

• Certified Kolbe Strengths Consultant

• Stategic and Operational Management

• Professional Development and Training

 

sara@bigiok.com

405-880-2920

Carie Ann Roach, CIC, CPCU, CRM, MBA, CRIS, ACSR, CISR

Director of Technical Affairs, IIAT

 

Specialties

• Organizational Development

• Culture Optimization

• Strategic Planning

• Streamlining Operationst

 

croach@iiat.org

512-493-2402

Erin Schaaf, CPCU, MSIM

Agency Performance Consultant, MAIA

 

Specialties

• Policy & Procedure Development

• Operational Efficiency

• Agency Performance

• E&O Risk Mitigation

• Strategic Planning Sessions

 

eschaaf@massagent.com

Jason Sabo, TRA

Director of Agency Development, IIANC

 

Specialties

• Sales Training & Development

• Operational Efficiencies & Workflows

• Certified Kolbe Strengths Consultant

• Performance & Training Management

• Policy & Procedure Development

 

jsabo@iianc.com

919-377-1641

Cindy Scharf, ACSR, CPIA, CRIS
Agency Consultant and Corporate Project Manager

Big I New York

 

Specialties

• Agency Operations including Management Reports

• Operational efficiencies and workflows

• Minimize E&O exposure

 

cscharf@biginy.org

315-432-4232