With nearly 20 years of experience helping clients realize value accretive outcomes, Colleen brings an unmatched understanding of the nuances of the insurance industry to the Fideles Advisors team.
With her start on the retail agency side of the insurance industry, Colleen brings a unique and sought-after firsthand perspective to the strategies that elicit engagement, adoption, utilization, and, most importantly, evangelization within agency ecosystems. She excels in steering companies towards realizing value-accretive outcomes, enhancing sales enablement, and pioneering advanced marketing communications strategies.
Philosophy and Approach
Colleen firmly believe in aligning a company’s strategic goals with its operational processes and marketing tactics to foster measurable and scalable growth. Her methodology is rigorously data-driven and strategically crafted to boost revenue, expand market share, and grow the customer base. She focuses on delivering results through three core initiatives:
Successfully led a dramatic turnaround of a $700MM+ aggregation platform, achieving a 900 basis point increase in organic growth and facilitating a lucrative recapitalization.
Reorganized the marketing department to better align with strategic goals, generating an additional $750,000 in revenue within the first eight months, and achieving a total of $3.5M over three years.
Repositioned our company as a leading entity in the insurance market, significantly improving carrier agreements, enhancing market reach, increasing lead generation for acquisitions, and doubling the company valuation from $2.4B to $4.7B.
Championed the selection and implementation of scalable solutions, reducing annual expenditures by $200,000 across partner agencies.
Championed the selection and implementation of scalable solutions, reducing annual expenditures by $200,000 across partner agencies.
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