Suzanne has a degree in Business Administration from Northwood University, where she graduated Magna Cum Laude. She has a decade of experience in the property & casualty world. Suzanne started with a small local firm as an assistant and over time moved up to a Fortune 500 company as a CSR. After spending some time in the traditional producer model, Suzanne helped create a new way for agencies to do business. Level Four Insurance noticed the model and asked her to partner with them to help head up their P&C department. From scratch, Suzanne and her team have been able to work with Level Four’s Advisor and CPA network. She has also been able to tap into networks of carriers because of agencies like The AXIA Group.
“Technology is changing the way insurance is sold, and we are trying to be a pioneer in this in our industry. Creating relationships with companies like THE AXIA Group are important to sustain at the growth rates we are seeing. I am looking forward to what is to come.”
After working in all aspects of property and casualty insurance Suzanne realized that there had to be a better way. She began working on more planning strategies to help create a program for the insured and not just product selling. The days of “quoting insurance” are over. “We take a financial planning approach to business insurance”
“Working with financial advisors and CPA’s really gives me an inside track on what others in the market are advising clients. When it comes to business owners, not many organizations focus on a well-rounded strategy to help business owners make tough decisions regarding finance and insurance.”
This is the point where Suzanne decided to form Business Owner’s Solution Strategies creating the Four Pillars of Business Planning. This allows the business owner to get a real overall look at what they are doing, and then allowing our team to dissect each piece to work in harmony together.
I was able to take all the different skill sets and bring them together. This is really game changing for business owners who are focused on the skill it takes to run their business.”
Business Owner’s Solution Strategy was formed to help business clients get the expert help they need all in one place. Ensuring the elements of their strategy are working to achieve the greater goal.
Suzanne White can be reached by email at Suzanne@theinsboss.com