Evan Leitch
Director of Agency Solutions, IIAW

 

Specialties

• Agency Operations and workflows

• Proactive E&O risk mitigation

• Agency Technology that promotes efficiency and improves operations

 

evan@iiaw.com

608-210-2971

Jason Sabo, TRA

Director of Agency Development, IIANC

 

Specialties

• Sales Training & Development

• Operational Efficiencies & Workflows

• Certified Kolbe Strengths Consultant

• Performance & Training Management

• Policy & Procedure Development

 

jsabo@iianc.com

919-377-1641

Angela Ford

Director of Continuous Improvement, IIAT

 

Specialties

• Operational Efficiencies

• Developing Workflows

• Agency E&O Auditor

• Identifying and Mitigating E&O Risks

• Policy & Procedure Development

 

aford@iiat.org

512-493-2443

Casey Nelson
Director of Consulting Services, Catalyit

 

Specialties

• CRM  setup & implementation

• Automated Workflows

• Integration Development & Management

• On-site training

casey@catalyit.com

​

Kier Lewis

Programs Manager, IIAT

 

Specialties

• Certified Kolbe Strengths Consultant

• Employee Engagement

• Team Building

• Hiring Solutions

• Agency Culture

 

klewis@iiat.org

512-493-2438

Erin Schaaf, CPCU, MSIM

Agency Performance Consultant, MAIA

 

Specialties

• Policy & Procedure Development

• Operational Efficiency

• Agency Performance

• E&O Risk Mitigation

• Strategic Planning Sessions

 

eschaaf@massagent.com

Craig Niess, CVA, MBA

Director of Business & Valuation, IA Valuations

 

Specialties

• Fair Market Agency Valuations

• Perpetuation & Transition Planning

• Risk Factor Analysis

• Business Consulting

craig@ohioinsuranceagents.com

​

Marit Peters

President & Executive Director, IIAT

 

Specialties

• Strategic Planning

• Leadership Development

• Team Building & Employee Engagement

• Operational Efficiencies 

• Certified Kolbe Strengths Consultant

 

mpeters@iiat.org

512-493-2422

Carie Ann Roach, CIC, CPCU, CRM, MBA, CRIS, ACSR, CISR

Director of Technical Affairs, IIAT

 

Specialties

• Organizational Development

• Culture Optimization

• Strategic Planning

• Streamlining Operationst

 

croach@iiat.org

512-493-2402