The Force Multiplier Your Agency Has Been Missing.
Win and keep larger, more complex clients with the compliance expertise, self-funded support, and real-world agency experience you need, without having to build it all in-house.
Our Services
The Compliance Desk
Ongoing compliance support for agencies that need practical answers, client-ready resources, and tools they can actually use.
Embedded Specialist
Bring deeper compliance and self-funded expertise into your agency for complex cases, prospect meetings, renewals, and client support.
Custom support for agencies that need strategic guidance, team development, specialized training, or help tackling a specific business challenge.
Consulting + Training
Call Before You Dig
Before you dig into your next complex case, make sure you have the right person in your corner.
Complex employee benefits strategies and evolving compliance requirements can create expensive problems when you don't know what you don't know. Before you act on a compliance question you're not completely sure about, call.
The Compliance Desk gives your agency direct access to me for practical answers when you need them, plus the tools and resources to handle the compliance work that comes with serving your clients.
I help benefit agencies:
Avoid hidden pitfalls that can lead to E&O claims and lost accounts.
Multiply client impact by bringing deeper technical expertise to the decisions that matter.
Grow with confidence knowing you have someone to call before a compliance question becomes a compliance problem.
Smaller independent agencies have real structural disadvantages that national firms exploit every day. AmplifyX fills the gaps that are costing you mid-market clients right now.
Stop Getting Boxed Out.
Independent agencies shouldn’t lose great business simply because a national firm has more specialists sitting in-house.
AmplifyX gives your agency access to the compliance, self-funded, and strategic expertise you need to compete for and keep more complex clients, without adding another full-time senior hire.
Take on opportunities you might otherwise walk away from. Bring deeper expertise to the conversations that matter. And give your clients fewer reasons to think they need a bigger agency to get the support they need.
You don’t have to build every capability in-house to compete like you did.
I particularly like that last line because it sums up the entire AmplifyX model, not just Embedded or Compliance Desk.
Ready to compete without building it all in house?
See how AmplifyX can add the expertise your agency needs, at the level that makes sense for you.
The “Answer Man” Advantage
Most consultants read the manual.
I helped write it.
In an industry full of “preachers” and sales coaches, I bring something different: Practical, Technical Firepower.
I helped shape the rules.
My career began on the policy side of the industry, including drafting North Carolina’s Small Group Health Insurance Reform laws and working directly on the regulatory issues that shape employee benefits.
I teach the industry.
I’ve authored or co-authored five NABIP certification programs and am a licensed continuing education provider in all 50 states and the District of Columbia.
I’ve actually run the business.
I spent more than 15 years helping lead and grow an employee benefits agency from roughly $10 million to more than $20 million, while selling and retaining the same complex business I now help other agencies pursue.
My Track Record by the Numbers
I don’t just offer theories; I offer a proven blueprint for agency growth.
30+ Years
Employee Benefits ExperiencE
$20M+ Revenue Growth Experience
Agency Growth Experience
100-1,000 Lives
Self-Funded Market Expertise
50-State CE Provider
Licensed to teach and certify agents in every state in the country
Not sure which level of support you need?
Whether you need someone to call when a compliance question comes up, deeper expertise integrated into your agency, or strategic help with a specific challenge, there’s a way to work together.
THE COMPLIANCE DESK
Ongoing compliance support, practical answers, and tools your agency can use.
EMBEDDED SPECIALIST
Deeper compliance and self-funded expertise integrated directly into your agency.
CONSULTING + TRAINING
Custom strategic guidance, team development, training, and support for specific agency challenges.
Don’t Wait for a Compliance Gap to “Surface”
Reach out today to secure your agency's "In-House" expert before your next big prospect meeting or renewal cycle.