Behind-the-Scenes Excellence

Operations Team That Keeps Everything Running Smoothly

Our operations team handles the details you don’t see but always feel—applications, paperwork, carrier follow-ups, and internal processes. Their work keeps enrollments clean, records accurate, and agents free to focus on conversations.

✔ Streamlined Enrollment Processes ✔ Accurate & Timely Paperwork ✔ Strong Carrier & Back-Office Support

THE ENGINE THAT KEEPS EVERYTHING RUNNING SMOOTHLY

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OPERATIONS TEAM

Operations Manager

Courtney Jacks

Retention Manager

Jon Thornley

Sales Manager

Jonathan Baker