My name is Stephanie, I will help you step by step through the onboarding process to become a franchisee, making sure you will have a successful opening.
Hello my name is Patricia and I am the person who will help with all our carriers. I am also in charge of helping with Underwriting and system configuration so that your agency runs as smooth as possible.
Patricia Ramos
Carrier Relations Manager
Gabriela Valdez
Sales 101 Coach
Hi, this is Gabriela Valdez, I will be your coach providing you with continuous support in your operations and sales career success. Together we will identify the areas of opportunity in sales and consumer behavior to improve every process and help you achieve your sales goals.
Hello, I am part of the underwriting department. My job is to assist each franchise when it comes to their underwriting; part of my assistance is answer any underwriting questions regarding carrier guidelines and underwriting procedures. In addition, part of my job would be oversee and review of each application written by the franchises in order to make sure each policy is completed correctly to assure we offer the best services to our customers.
Sergio Leyva
Franchise Underwriter
Xochitl Sorto
Back Office
Saúl Aguilar
Back Office
Michelle Gutiérrez
Back Office
Hello, we are the Back Office Support Team, we are here to solve all your questions about our processes and to provide with the best assistance possible in everything you need to boost your sales in our different business units, Personal Auto, Commercial Lines, and Life & Health. Our job is to help you.