I highly recommend Peggy. Agency Transformation! Their processes and knowledge have been integral in our adoption of Hawksoft! They are professional, efficient, knowledgeable, and fun!
- Kim Fitzgerald
Montagno Insurance - Waterbury, CT
Peggy was instrumental in helping us fully leverage our agency management system by building out effective systems and processes. She offered guidance and delivered practical solutions. Her solutions, including templates and fully documented workflows, saved our team a significant amount of time and effort.
What sets Peggy apart is her real-world experience as a former agency owner. She understands the critical balance between thorough documentation for E&O protection and creating efficient workflows that teams will actually use. Her approach brought clarity, structure, and improved productivity as we transitioned to our new system.
Beyond her expertise, Peggy was an absolute pleasure to work with because she is collaborative, insightful, and refreshingly practical. I would highly recommend her to any agency looking to optimize its operations.
- Kicker Insures Me Agency - Deer Park, TX 77536
Peggy and her team at Agency Transformation are amazing! They’ve been a huge help in making sure we’re getting the most out of our HawkSoft agency management system. From optimizing workflows to ensuring we’re fully utilizing all of HawkSoft’s features, their guidance has made a real difference in our efficiency and day-to-day operations. Highly recommend their team if you’re looking to level up your agency processes!
- PrimeWest Insurance Brokerage, Mission Hills, California.
We have been working with Peggy and her for the last 4 months tackling a much needed data clean up issue and learning how to use HawkSoft 6 to its fullest potential. We have bee on HawkSoft years and used it as a shell of a system. It has been truly 'Transformational' for team and our system and and processes. We are so pleased with HS 6 and all it has to offer now that we have invested the time to truly learn all it has to offer with Peggy's help. Our team is truly greatful for this experience! I will be using Peggy in the future for new hire HS training to make sure our staff has the knowledge and training they need to be successful.
- Renee Troutt
Central Utah Insurance Agency - Moab, UT
Peggy Corbett and the whole Agency Transformation team is simply amazing for helping getting our Hawksoft processes dialed in. If you're moving to HS6 and want the transition to go smoother, just use them.
- Brent Thurman
Keystone Insurance - Provo, UT
Our agency enlisted Agency Transformation's help when we moved from TAM to HawkSoft v6. Working with Peggy was terrific, she helped us with so much in the system. Carrier setup, policy setup, custom policy titles, task templates, activity tags, training, etc, etc. Well worth it!
- Drew Lewis
California Meridian Insurance Services - Atascadero, CA
You guys have been absolutely amazing (Stephanie too!). We knew this was something we needed, but the insight, value, and fundamental knowledge of the program that basically runs our business, has been so much more than we could have imagined. Thank you for finding your passion so we can continue to pursue ours more efficiently.
- Stephanie Wilson
Dewar Insurance Agency LLC - Anchorage, AK
Peggy and Stepanie did a great job both in training and helping us transition into HawkSoft6. We will certainly reach out to Agency Transformation when we need you in the future.
- Tom Woodworth
Weaver Insurance & Financial Advisors - Waynesboro, VA
Peggy and her team have been amazing to work with. They have helped our Agency with so many things and increased our productivity with Hawksoft to ensure we are using it to its fullest potential. I would highly recommend Peggy!
- Matt Digerolamo
DFI Insurance - Norco, CA
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.
- Chris Paradiso
Paradiso Insurance - Stafford Springs, CT
