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Welcome to

Agency Transformation

trans•for•ma•tion

tran(t)sfərˈmāSH(ə)n/ noun
  • a thorough or dramatic change in form or appearance
  • a change or alteration, especially a radical one
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If growth and profit are your goals

Let Agency Transformation be the solution for you


We understand the challenges and the opportunities that an agency faces in today's ever-changing industry and we can help produce a whole new level of success for your agency.


Our real-world approach coupled with proven agency-management experience can help your agency transform to new possibilities. We know the business of insurance.

Learn more

Testimonials

Janice Beighey
TOWER INSURANCE ASSOCIATES INC - Culver City, CA

Peggy is nothing short of incredible, her passion for helping people through their insurance agency needs is evident from the first moment you speak with her.

If you are looking for a compassionate, real-world approach, coupled with proven agency-management, Agency Transformation is where you want to be!



Chris Paradiso
Paradiso Insurance - Stafford Springs, CT

We have worked with her the past couple months and I’m amazed at how much and how fast Peggy got things done. Very happy with her service.



Tom Burns
Stan Burns Insurance - Torrance, CA

Peggy is my HERO! She has improved EVERY aspect of my CMS operation. You need to use Peggy! I am a RAVING fan!



Steve Burgess, CEO
Landmark Risk Management - St. George, UT

Peggy at Agency Transformation has been one of the best decisions we made in regards to our conversion to Hawksoft. There are so many things that you only learn by doing, but Peggy helped us shorten that process substantially by pointing us in the right direction. She was easy to work with, and sensitive to our individual needs as an agency. If you are just getting started with your new AMS, or have been working with it for a while and just need to get the bugs out, Agency Transformation is a great investment.



Peter Green, Owner
Peter Green Insurance Agency, LLC - Costa Mesa, CA

Peggy is a highly experienced and knowledgeable insurance professional. Her process for evaluating our staff was extremely effective and provided us with valuable, actionable data which we were able to use to make immediate improvements. Peggy has a deep knowledge of agency operations and sys-tems. She was helpful in making our current processes more efficient and implementing new proce-dures. Peggy was able to evaluate or current sales process and provide us with step by step techniques to improve our process, and content and training to improve the skills of the staff. I would recommend Peggy's services to help improve your agency's sales and operations.

August 27, 2020

Are you ready to Transform your Agency?

Please check out the wide range of services available to your agency or contact us if you would like to explore how we can customize a solution to fit your agency's specific needs and goals.

Recent Blog Post


Working from home during this Pandemic

Many of the people in our industry, like industries everyone, have been displaced from their place of business and now are working from home.  On top of that, many are having to juggle having their children at home, their spouse working from home and other family members or roommates doing the same.  Working from home is a challenging endeavor in the best of situations and what we find ourselves in, as a family, as a community, as a country, is far from the best of situations. I started working from home about three years ago and it was a shock to my senses from being in an active, people filled office every day.  At first, I thought ‘how wonderful’ to walk in my slippers to my home office holding my coffee cup in my pajamas.  ‘How won... Read More!