Contact Us!

(805) 409-9656

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
Home meeting

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


CRM Data Integrity: “Garbage In = Garage Out”

Maintaining a CRM platform that works for you—not the other way around. Clean, complete and accurate data is the key to keeping your agency in the know of your agency’s true Key Performance Indicators (KPIs). The definition of Key Performance Indicators is a quantifiable measure used to evaluate the success of an organization in meeting objectives for performance.An agency’s KPIs provide a focus for strategic and operational improvement. They are the basis for analytical decision making and help focus attention on what matters most. Accurate information housed in your customer relationship management (CRM) systems has the most impact on the metrics reported in your agency’s KPIs. Hence the term… “Garbage In = Garage Out” What Is Bad Da... Read More!