Expertise
I help commercial real estate owners, developers, and property managers get better coverage at renewal — with fewer surprises at claim time.
CRE Risk & Insurance
Insurance program design
Property, general liability, umbrella/excess, workers' comp, auto, management and professional liability, and environmental, built around how your portfolio actually operates.
Renewal strategy
Start early, present a clean submission, and take your account to market properly, so renewal is a plan instead of a scramble.
Hard-to-place risks
I spent years inside CRC, one of the country's largest wholesale brokers, and know how difficult risks get placed in the specialty and excess & surplus markets.
Claims advocacy
In your corner when it matters, from the first report through resolution.
Education
Lunch-and-learns for property teams on how insurance buying works and what drives your renewal.
- Alabama P&C Licensed
- ·Alabama Center for Real Estate — Leadership Council 100
- ·20+ years in insurance and media
What I bring from 20 years before insurance
Marketing leadership
I led marketing at CRC Group, one of the country's largest wholesale brokers, and at CAC Group: brand, content, and CRM at scale.
- Grew qualified leads 40% at CAC Group with an integrated social, email, and events program.
- Hosted and produced CRC's Placing You First podcast, which peaked at #15 on Apple Podcasts and won IMCA awards.
AI & automation
I build my own tools and agentic workflows so submissions are organized, complete, and in front of markets faster.
Web & data
I build and run websites, SEO, and analytics, this site included.
- Managed 15+ web properties and domains and the intranet at CRC Group.
- Managed 75+ company domains and the intranet at CAC Group.
Toolkit
CRM & Marketing
- Salesforce
- Salesforce Account Engagement
- HubSpot
- Act-On
- Net Promoter Score
- Brand Positioning
- Content Strategy
- Event Strategy
- Video & Podcast
Creative
- Figma
- Photoshop
- InDesign
- Illustrator
- Premiere Pro
- After Effects
- Blender
- Midjourney
Web & Data
- HTML / CSS
- JavaScript
- TypeScript
- React
- Next.js
- Tailwind CSS
- Sanity (headless CMS)
- SQL
- PHP
- WordPress
- WP Engine
- AWS
- Vercel / Amplify
- SEO
- Google Analytics (GA4)
- Looker Studio
- Excel / Sheets
AI
- Agentic Workflow Automation
- Data Pipelines
- AI-Assisted Development
- Claude Code / Cursor
- Prompt Engineering
- AI-Augmented Workflows
Productivity
- Project Management
- Asana
- Monday.com
- PowerPoint
- Zoom Webinar