I specialize in practical, human-first AI consulting for small to midsize insurance agencies in the Lower Mainland. My work centers on helping teams modernize operations, administration, and marketing without losing sight of their people, relationships, or values.

As a consultant rooted in the insurance industry in British Columbia, I partner with privately owned agencies, brokerages, MGAs, and hybrid benefits/wealth advisories, typically in the 10–499 staff range. Most already have a modern tech stack: client portals, CRM, cloud services, and a digital presence, but often find that fragmented data and manual workflows limit their efficiency. I help translate those systems into cohesive, AI-powered solutions that create clarity, connection, and momentum.

My toolkit includes Microsoft Power Automate for workflow automation, Copilot Studio chatbots for client engagement, SharePoint and Excel for data management, and language models such as OpenAI GPT integrations and Claude for building interactive, user-friendly applications. These tools allow me to develop tailored automation and client engagement solutions that enhance efficiency. Each solution is designed with the realities of insurance in mind: sensitive data, complex compliance needs, and a business model built on trust and long-term relationships.

In insurance, where technology can directly impact real lives, I prioritize traceability, human oversight, and transparency in every system I help implement.

I also recognize that AI isn’t just about speed and efficiency; it’s about responsibility. I am very aware of how bias can pervade every layer of AI deployment from design to final output, and how critical it is to address these risks early, ethically. Therefore, addressing bias and ethics are an afterthought; they are foundational to my practice.