Hi, Iā€™m Jodi.

I'm a highly motivated and results-oriented individual with a diverse background encompassing operations, training, and client relations. I thrive in environments that require adaptability, problem-solving, and a commitment to excellence. My experience spans various industries, including insurance, healthcare, and event planning, enabling me to bring a unique and well-rounded perspective to any team. I'm passionate about fostering collaboration, streamlining processes, and driving success for both individuals and organizations

  • Training and Development: Executing comprehensive employee training programs on software solutions, ensuring seamless adoption and minimizing workflow disruptions.

  • Financial Management: Experienced in drafting agreements to define pay rates and terms, auditing commission structures for accuracy, and creating detailed reports to analyze carrier coverage, pricing, and commission structures.

  • Onboarding and Compliance: Oversees new agent onboarding, including paperwork, training, and formalizing agent agreements. Also experienced in facilitating agent licensing and non-resident appointment processes to ensure compliance and expand coverage across states.  

  • Event Planning and Coordination: They have experience in organizing meetings, training sessions, and client events, including logistics and invitations. They have also managed client relationships and ensured client satisfaction before, during, and after events.  

  • Communication and Collaboration: Developer of communication strategies to engage agents, also conducts webinars for training and development. demonstrated ability to build relationships and foster collaboration. I cultivate strong relationships with customers and build rapport with vendors and suppliers to create close-knit relationships and enhance service experiences.

25 Years of Experience

  • 500k Agents Served

  • 2k Agencies

  • 17 System implementations

  • 6 M&A Integrations

Specialties

  • Financial System Implementation

  • CRM ROI Evaluations

  • Medicare Eligibility Analtyics

  • Business Process Evaluation

Technology

  • Salesforce Implementation

  • Stakeholder Managemenr

  • BI Tools/SQL/Analytics

  • Architecture/EDI/ETL

  • Einestein AI

  • Product Management

  • Tableau

  • SaaS Distribution

Meet The All Stars

Ebony Sykes, PMP

Pamela Thomas, MBA

Jodi Reichbach