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IIAT's Consulting Team

We know how to solve the challenges you’re facing.

Maybe your sales leads are shrinking. Maybe your agency’s technology is giving you more headaches than solutions. Maybe customers are demanding things you can’t give them. Or maybe you can’t seem to recruit top-notch team members. You solve one problem, two more pop up. You know your agency is brimming with potential. You could accomplish bigger things, if only you knew how to remove the roadblocks.

We know how. We have seen—and we have solved—almost every problem an independent insurance agency will face. Let our team of savvy, seasoned insurance professionals help. Together, we’ll figure out precisely what to do next.

Jennifer Bejarano

Agency Business Consultant

Jennifer is a natural problem solver who has more than 25 years of insurance experience. Jennifer has taken on many roles in the industry, so she’s familiar with the problems agencies deal with and how to solve them. Her favorite opportunities are those that combine critical thinking and process development with team collaboration and relationship building.

Learn more about Jennifer

Angela Ford

Continuous Improvement Director/Business Process & Automation Specialist

During her more than 25 years of experience in the insurance industry, Angela has demonstrated a passion for helping agencies improve their technology systems and business processes. Angela has developed and delivered continuing education and professional training programs on a national level for a variety of clients, including, professional organizations like NetVu (Network of Vertafore Users), large agencies and insurance brokerage firms.

Learn more about Angela

Marit Peters

IIAT President & Executive Director

Marit is a passionate, innovative, success-oriented leader whose specialty lies in using strong relationship and business skills complemented with organizational design and strategic planning to create and sustain organizational growth and productivity. Marit believes people are the true heartbeat of every company – it’s a leader’s responsibility to understand employees’ strengths and give them the opportunity to engage and be part of the solution.

Learn more about Marit

Carie Ann Roach

Director of Technical Affairs

Carie Ann provides comprehensive technical insurance support. She consults with member agencies to enhance their business performance, offering agency management guidance, and delivering solutions to complex insurance issues.

Learn more about Carie

Carey Wallace

Founder, Agency Focus

As the founder of Agency Focus, Carey uncovers data insights that agencies can use to grow and position themselves to successfully compete in the changing insurance marketplace. Carey has developed key business consulting services to ensure that agencies have the information and support needed to plan for their agency and successfully perpetuate it to the next generation. She has worked with hundreds of agencies to help them understand their agency’s value and plan for their future.

Learn more about Carey


Download the Agency Consulting Brochure for details about services & pricing

Get in Touch

The sooner you reach out to IIAT, the sooner we can roll up our sleeves and get to work.

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Thank You to Our Lead Underwriters

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