Workflows That Convert. Automation That Scales.

Helping insurance agents and brokers simplify onboarding, shorten sales cycles, and boost retention—with precision.

✅ TEMPLATES + MINI-COURSES THAT PLUG INTO YOUR DAY

Learn what you need—when you need it.
Short, actionable content that fits your workflow and helps you improve onboarding, one step at a time.

🎯 Outcome: Clarity, not clutter.

✅ DONE-FOR-YOU ONBOARDING WORKFLOWS

Set it once. Let it run.
Pre-built automations that shorten your sales cycle and free up time—up to 50% faster from lead to quote.

🎯 Outcome: More quoting, less chasing.

  • Built for the DIY agent ready to learn, implement, and scale.


    You’ll get access to the exact tools I used to onboarding 900+ clients.

    Includes:

    • Plug-and-play Zapier workflows

    • Mini-course: Build Your First Onboarding Automation

    • How-to videos, naming conventions, and walkthroughs

    • Upgrade path to add 1:1 support later

    Start where you are—and build smarter, one workflow at a time.

  • Workflow + automation consulting, just with more breathing room.


    You’ll get strategic guidance to implement AI-powered processes and refine operations at your pace.

    Includes:

    • Monthly workflow reviews + optimization

    • Semi-custom automation builds

    • Access to plug-and-play tools + mini-courses

    • Email support for feedback + questions

    Perfect for lean teams wanting smarter systems without weekly meetings.

  • Your outsourced sales ops partner—without the full-time hire.


    Perfect for agents or small teams who want hands-on, AI-powered support to streamline onboarding, retention, and workflows.

    Includes:

    • Weekly strategy + execution calls

    • Custom automations using Zapier, ClickUp, Google tools

    • AI-integrated workflows that reduce time-to-quote

    • KPI tracking + performance optimization

    • Email support between calls

    Ideal for high-growth agencies who want to move fast and scale smart.

See how I improved client experience with a custom chatbot. 🤖

✅ AUTOMATION TOOLS THAT SCALE WITH YOU

Built inside tools you already use.
Zapier, ClickUp, Google—integrated workflows designed to reduce friction and grow with your agency.

🎯 Outcome: Zero overwhelm. Real results.

Three Ways to Start Scaling with Precision

Not sure where to start?

Pick your path and share a bit about your goals.

I’ll follow up with a personalized next step.

Hey, I’m Amber 👋—Consultant, Creator, Zap Queen. 👑

Get My #1 Onboarding Workflow—Free

🚀 Cut Your Onboarding Time by 75%—Without the Overwhelm

This simple automation helped agents cut onboarding time by up to 75%—without the overwhelm.

If your client handoff still feels messy, or you’re constantly stuck in follow-up mode, this is for you.

You’ll get:

  • ✅ A ready-to-use Zapier workflow outline

  • 🎥 A step-by-step video walkthrough

  • 🗂️ Field mapping + naming conventions to streamline setup

No Zapier experience needed. Just plug it in and go.

After onboarding over 900+ agents, I’ve seen what works (and what breaks things).

My mission? Help independent agents and brokers reduce the chaos and close more—without sacrificing sanity.

I’ve helped teams:

  • 🚀 Boost conversion rates by 25%

  • ⏱ Cut onboarding time by 75%

  • 🤖 Build automations that actually work

I Hit 224% of Quota by Working Smarter—Now I Help Others Do the Same

I hit it by building smart, repeatable systems.

I taught myself how to use tools like Zapier, Gmail, and Google Calendar to automate the boring stuff—so I could focus on:

  • 👥 Client success

  • 🎯 Sales precision

  • 📈 Real outcomes

The results?

  • 💥 147 clients onboarded

  • 💥 $358K in sales

  • 💥 224% to quota