Brandy Law

About

Insurance operations and process improvement consultant with 18+ years across account management, training, quality assurance, and leadership. Founder helping agencies and organizations increase operational consistency and efficiency through workflow/procedure redesign, system optimization (Applied Epic, Indio, CSR24), and team training—grounded in hands-on experience from “in the trenches” account work and agency operations.

Experience

• Owner · Brandy Law Consulting04-01-2025

  I help organizations get their operations together. From workflows and procedures to system optimization and team training, my goal is always consistency and efficiency. With over 18 years in the insurance industry, I’ve worn just about every hat imaginable—including account manager, trainer, quality assurance expert, and leader (yes, all of them). Now, as a consultant, I partner with businesses to eliminate inefficiencies, untangle messy processes, and make sure they’re actually getting value from tools like Applied Epic, Indio, and CSR24 instead of letting those systems collect dust and frustration. My focus is simple: make things easier, more consistent, and built to scale. That might mean rewriting outdated procuedres , redesigning workflows, or guiding your teams through process changes in a way that sticks. What sets me apart is that I spent 15 years as an account manager, so I’ve truly been in the trenches with your team.

• Operational Efficiency/Process Improvement Consultant and Content Writer · Brandy's Virtual Solutions, LLC01-01-2018

  Founded in 2018, this business originally provided insurance industry content writing and marketing support. Today, the company focuses primarily on insurance agency consulting, helping agencies improve operational efficiency, streamline workflows, optimize systems like Applied Epic, and build procedures.

• Training and Quality Assurance Administrator · Diversified Insurance Industries, Inc.07-01-2022 – 01-01-2025

  Implement training programs for new hires and existing employees and maintain the quality and accuracy standards of policies and other client documents. Develop strategies and materials to suit multiple learning styles and document employee development progress. Develop, implement, and monitor procedure manuals for entire agency to accompany workflows for the agency management system. Configure user options as needed. Assist in developing company-wide quality assurance standards that are adopted across multiple departments, resulting in improved consistency and performance metrics. Audit workflows in Applied Epic, CSR24, and Indio. Manage timelines effectively to ensure all projects meet or exceed agency expectations without sacrificing quality standards.

• Commercial Lines Account Manager · Diversified Insurance Industries, Inc.10-01-2019 – 07-01-2022

  Managed commercial lines accounts by servicing, perfecting the renewal process, and building positive relationships with all of my clients. Worked with multiple producers on new business marketing and negotiated with company underwriters to get the best coverage. Streamlined policy renewals for timely processing, ensuring continuous coverage for clients. Improved account retention rates with exceptional customer service skills and prompt issue resolution.

• Commercial Account Manager · Keller-Brown Insurance Services03-01-2013 – 09-01-2019

  Streamlined policy renewals for timely processing, ensuring continuous coverage for clients. Improved account retention rates with exceptional customer service skills and prompt issue resolution. Negotiated competitive insurance rates with carriers, maximizing value for clients. Provided informed guidance to assist clients in choosing commercial insurance products to suit their small to mid-sized business needs. Conducted comprehensive policy reviews to identify gaps in coverage and recommend appropriate adjustments. Strengthened client relationships by providing regular updates on policy changes, industry trends, and risk mitigation strategies.

Education

• University of PhoenixBachelor of Science - BS, Small Business Administration/Management

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