Testimonials
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.
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!
Peggy is my HERO! She has improved EVERY aspect of my CMS operation. You need to use Peggy! I am a RAVING fan!
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.
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.
We are extremely satisfied with our experience with Peggy and her staff. She understands the critical needs of agency management in today’s fast-paced environment. We highly recommend her services!
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.
It’s been great working with them!
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. Onward and upward.; We just signed up with Agency Transformation!
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
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!