Agency Transformation

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.

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.

Keith Brackney
HMSB Insurance - Greencastle, IN

 

 

Kim Rutter
Mutual Aid Agency - Abilene, KS

I appreciate the training and resources that Agency Transformation has provided to help us over the past few months. I have to admit, it’s all been a little overwhelming – but a good overwhelming. We’ve learned so much! We are up to the challenge of incorporating the tools and efficiencies they have opened our eyes to.

Chris LaBarge
Eastern Insuring Agency - Ellenburg Depot, NY

Just finished our agency's initial FREE one hour assessment and I loved the session this morning, Peggy was amazing.  Fast to the point with no BS sales pitch but real world looking at our specific agency setup with all kinds of free recommendations!  Well maybe she was selling a little bit but I was already impressed with what I saw ready to move forward.

Cy Young
Young Hughes Insurance - Alamo, TN

Peggy and her team are very knowledgeable and a pleasure to work with. If you are using Hawksoft working with her is a no brainer.

Kim Fitzgerald
Montagno Insurance - Waterbury, CT

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!

Lisa Lemanski
Meiers Lombardini Lemanski Insurance - East Lansing, MI

Matt Digerolamo
DFI Insurance - Norco, CA

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!

Tom Woodworth
Weaver Insurance & Financial Advisors - Waynesboro, VA

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.

Stephanie Wilson
Dewar Insurance Agency LLC - Anchorage, AK

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. 

Drew Lewis
California Meridian Insurance Services - Atascadero, CA

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!

Brent Thurman
Keystone Insurance - Provo, 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.