We sought the help of a consultant who could help us with a variety of needs. We are so glad we found Lori Heemstra at LaPorte Consulting.
- Norbert Garbe, Principal Garbe Associates Insurance Agency
Our agency uses Applied Epic and Lori knows the management system inside and out. Lori helped set up processes and tweaked our system which has not only made us more streamlined and efficient but has also helped our users become more comfortable with the system.
In addition, Lori is a workflow and reports wiz, helping us develop both for our Agency, and giving us better insight into our business.
We couldn’t be happier with Lori and LaPorte Consulting.
Huntington Station, NY
Mary’s passion and knowledge for E&O is evident in both the classroom and in agency evaluations. In the classroom Mary is engaging and focused on making us better agents while giving us the tools for providing our clients with the best service and protection available. Operating an agency can be a daunting task and often times, overwhelming. Mary developed a road map for success that was manageable and easy to adopt. Her recommendations focused on: hiring, procedures, workflows, documentation, and perpetuation.
- Sam Bingham, Principal Bingham Insurance Services
Charlevoix MI
At TRICOR Insurance, we take offering expert advice and best-in-class service seriously. That means we need to be at the forefront of protecting our agency. Mary LaPorte and Lori Heemstra Rummelt of LaPorte Consulting, LLC advised us through an Errors and Omissions review, including assessing our standards, procedures, and workflows. They both brought subject matter expertise, a highly-detailed understanding of agency operations, including experience in our agency management system, and critical problem-solving skills. They are experts in untangling difficult challenges, as well as helping teams manage change. Their input was crucial to determining our path forward.
- Dave Fritz, CEO TRICOR Insurance
Lancaster WI
We sought out Mary’s expertise in a season of great transition in our company, and it was ever so timely. Her detailed reports gave us a template to evaluate and reorganize where needed, helping us reduce Errors and Omissions exposure, bringing greater peace of mind and growth. To any agency looking for an unbiased, educated perspective, Mary provides just that and more.
- Taylor Padrick, Director of Operations Pritchards and Associates
Okeechobee FL