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The sooner you reach out to IIAT, the sooner we can roll up our sleeves and get to work.
Click Here!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. |
 | 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. |
 | Kier Lewis Programs Manager Kier is dedicated to empowering others, helping individuals and teams unlock their unique strengths to achieve their highest potential. She is passionate about fostering environments where collaboration and growth thrive, enabling teams to overcome challenges and drive success. With a focus on education and mentorship, Kier provides guidance that strengthens relationships and builds a foundation for long-term success. Her approach is centered on helping teams cultivate open communication, shared goals, and solutions that lead to lasting improvement. |
 | 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. |
 | 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. |
 | 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. |
“I am very impressed with Carie’s commitment to the success of Single Point Insurance and incredibly grateful for the consulting services. Her expert guidance and unwavering dedication have been instrumental in building our insurance agency from the ground up. Thank you for being a valuable partner in this journey!“Jonathan Leopold, President, Single Point Insurance
Download the Agency Consulting Brochure for details about services & pricing
