Agents of Tomorrow
How independent agencies can lead on customer experience by combining digital tools with in-person service, across retail and digital channels.
Insurance executive leading auto insurance agency growth across Texas, from sales and operations to digital customer experience.
Vice President, ALPA Insurance
About
Customers should get the same great experience whether they walk in or start online.
I'm Vice President at ALPA Insurance, a Texas auto insurance agency with offices across the state. I lead insurance sales, agency operations, and customer experience, including personal and non-standard auto insurance, and I'm building a hybrid agency model where customers can start online and finish in person.
I joined ALPA as a regional sales manager in 2021 and grew into director of sales and then vice president. I speak at insurance industry conferences about the future of the independent insurance agency, and I write about Texas auto insurance, digital transformation, and insurance marketing. I hold an MBA in Project Management and a Harvard Business School certificate in Strategic Financial Analysis and Design Thinking.
Experience
From regional sales manager to Vice President, leading auto insurance agencies across Texas.
Overseeing ALPA's offices and digital channels across Texas.
Ran sales strategy and program development, and built a hybrid customer experience with text bots, e-signatures, and an integrated CRM serving in-office, virtual, and referral customers.
Set office structure and operating practices across the region with district managers, and coached teams toward customer satisfaction, cost, and performance targets.
Speaking
On the future of the independent insurance agency and customer experience.
How independent agencies can lead on customer experience by combining digital tools with in-person service, across retail and digital channels.
A look at what ALPA Insurance is building and where the agency model is heading.
Insights
Digital transformation, non-standard auto insurance marketing, customer experience, and insurance leadership.
Texans now shop by text and sign on their phones. Here is what that means for local agencies and what still has to stay human.
Non-standard customers are not a niche in Texas. Win them with respect, fast answers, and marketing in the language they speak at home.
Text bots, 100% eSign, and a CRM wired into the phones: what a hybrid agency needs, and what still holds agencies back.
A plain-English guide to the 30/60/25 minimum, what it really covers, and the coverages Texas drivers should think twice about rejecting.
What David Hand and I discussed at the Society of Insurance Research conference in Chicago, and the question we left the room with.
How I run many offices at once: show up in person, measure at every level, and coach the managers who coach everyone else.
Education
Certificate of Specialization, Strategic Financial Analysis & Design Thinking
MBA, Project Management
Operations Management and Supervision
Community
Organizing career events, professional retreats, networking mixers, and AI training for professionals, including work with the Aga Khan Economic Planning Board.
Contact
Have a question, a partnership idea, or a speaking invitation? Send me a note or connect on LinkedIn.