About
After more than 30 years working with the top two global brokers and a major insurance carrier, I’ve seen how cost inefficiencies, hidden broker compensation, and misaligned strategies can quietly drain a company’s bottom line, especially in Property & Casualty and Employee Benefits Insurances.
That’s why I launched COI – Cost Optimization of Insurance: To help businesses take a smarter, more transparent approach to insurance strategy.
Whether you retain your current agent/broker or make a strategic change, I’ll deliver a roadmap to optimization, built around your business goals, risk profile, and financial targets. Either way, the result is savings, clarity, and performance.
Our Services
Identify Hidden Costs
Compensation Clarity
Strategic Risk Pathways
