About Us

Our Experience

Karen Simms has ove 25 years experience in the Insurance Industry in training, accounting and management.  


Jessica Gemmill has nearly 10 years experience as a CISR (licensed in MD) aw well as experience with AMS accounting.


Other staff support our clients with direct bill entry and other data entry tasks.


Training & Consulting

Consulting services begin with a comprehensive consult to help identify gaps and opportunities and to familiarize our team with your agency.


Our training goal is to empower your team and outfit them with the tools they need to succeed. Talk to us today about how we can support your growth, limit your turnover, and put you on a solid track to success and profit.

Why Us?

Independent insurance agencies need a training and consulting partner who understands their niche and its unique challenges and opportunities.


We strive to give each of you the time and guidance you deserve.  Whether you’re seeking a strategic alliance with the right partner or specific training, we want to make sure you are succesful.