Employee Spotlight

Kristen was the addition no one knew we needed. She joined the team in January and has taken our inboxes by storm. She has become the go-to expert for all things licensing and contracting, consistently identifying and resolving issues that others didn’t even realize existed.


Her Trello lists are always full, yet she continues building a strong and reliable foundation for the future of our insurance operations. Kristen brings a calm, steady kindness to her work, paired with a determined focus that ensures every task is seen through to completion and every unchecked box gets addressed.


She works diligently to ensure all agents are appointed as quickly and efficiently as possible, staying closely aligned with our uplines and carrier partners to keep everything moving smoothly. Kristen has been a breath of fresh air to the insurance team, and we are truly fortunate to have her.


Personal Note: I am grateful we were able to find such a kind, capable, and reliable person to hand the licensing/contracting baton off to. It has taken a load off my shoulders knowing that our team is going to be taken care of by such a wonderful person. -Rachel