Chapter BNI Movers & Shakers
My ideal referral is someone who is buying a new home, shopping for better auto rates, or simply unsure if they’re truly protected. I especially love working with families, first-time homebuyers, and small business owners who value trusted guidance and want a personal relationship with their insurance agent — not just a 1-800 number.
Helping clients navigate Florida’s unpredictable insurance market. With constant changes in underwriting, pricing, and availability—especially for home insurance—I help people find stable, affordable coverage while avoiding gaps that could leave them financially exposed. Whether it's moving them from Citizens, bundling auto for savings, or guiding them through claims, I bring clarity and confidence to the process.
An ideal referral partner related to lenders and realtors would be someone whose services naturally complement theirs and who shares a similar client base. Here are a few great examples: Home Inspectors — Buyers often need inspections before finalizing loans and sales. Insurance Agents — Homeowners need insurance; they work closely with lenders and realtors. Title and Escrow Officers — Essential for closing deals smoothly. Mortgage Brokers — Can complement or expand lending options. Real Estate Attorneys — Help with contracts and legal aspects of transactions. Appraisers — Required for loan approval and sale pricing. Property Managers — Especially if clients invest in rental properties.
At the core of what we do is protecting where people live and what they drive — that’s why Home and Auto insurance are our top products. These policies are often the foundation of a client’s protection plan, and when bundled together, they offer the best value and coverage. With today’s market changes, many people are either underinsured or paying too much. We focus on educating clients so they understand their coverage, uncovering gaps they didn’t know existed, and providing competitive options that fit their budget. Whether it’s helping a family buying their first home, someone who just got a new vehicle, or a client coming over from another carrier, we make the process simple and personal — not transactional. We also look at the bigger picture: bundling home and auto can unlock deeper discounts, improve claim support, and make everything easier to manage. When we protect both, we protect more of what matters.
My favorite BNI story is about how, even under adversity, our chapter stayed united and became more than just a group — we became an extension of each other’s family.