Training and Consulting


            Working with our clients on the path of success

Senior Consultant – Lisa Smith


Lisa has over 20 years’ experience in the Insurance Industry. She began her career as broker/underwriter in call centers. She developed a passion for policyholder service and began working with IT solutions to improve the tools for carriers and brokers to uphold the high service standards the industry strives for. Her enthusiasm about the future of the industry and her background in training and consulting inspire others to learn about industry best practices, quality underwriting and brokering best practices. She is an insurance professional experienced in underwriting and brokering in a wide range of markets with technical experience implementing and managing an agency/brokerage management (AMS/BMS), agency interface solutions, Policy Administration Systems (PAS) and system integrations. Specialties include implementations, project leadership, change management, customer relations and championing regarding effective use of system tools via workflow and process analysis and process improvement. Proven experience providing analysis in system areas including: data integrity and integrations, workflow process and management, documentation, audits, sales, marketing, and pipeline management.

Lisa completed her Fellowship at the Insurance Institute of Canada and is currently pursuing her MBA.