"It gives me a great deal of pleasure and with utmost confidence I can commend Kathleen McElroy to anyone seeking a true professional in her field.  Kathleen worked with our new business development team locally for a number of years.  During that time she created a data base of qualified leads for business in SIC codes that we wished to target.  She worked closely with our producers to turn those leads into qualified appointments and often in direct contact with these prospects, turning many into customers that we still have to this day.  Her expertise coupled with a genuine interest in and concern for the well being of people make her a valuable asset to any business looking to grow and prosper."  

- Thomas A. Cook, Jr., CIC, Senior Vice President, Brown & Brown of Florida, Inc. – Palm Beach Division

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​“Kathleen McElroy was an integral part of our sales team for many years. Nearly half of all new business revenue was credited directly to Kathleen’s efforts. Kathleen’s ability to develop and maintain a thorough prospecting database with accurate content proved to be invaluable to the sales team. Kathleen was a team player with a positive attitude and was always very professional in her dealings with her colleagues and prospective clients.”      

- Chad Dorsey, Vice President, CIC, CRIS, Brown & Brown of Florida, Inc.

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“I have had the pleasure of working with Kathleen for over eight years. She has been a vital member of our marketing team here at CBIZ Weekes and Callaway. She is by far the most professional telemarketing manager and coach I have worked with in my entire 32 year career. I would highly recommend her services to anyone who wants to excel in this business.”

- John A. DiDonato, CIC, ARM, Vice President, Sales, CBIZ Weekes Callaway, CBIZ Insurance Services, Inc.

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"Kathleen, I am delighted to provide you with a testimonial.  Your pleasant persistence and professionalism has opened a number of very nice accounts to me.  Even if an appointment did not work out, the prospect almost always compliments you.  This is precisely the positive image you project for our firm."

- Joseph A. Grillo, CIC, Senior Vice President, CBIZ Weekes Callaway, CBIZ Insurance Services, Inc.

 

"The information and resources I obtained during Kathleen's Telemarketing Training has proven to be extremely beneficial to my current selling process. Even though the majority of my leads are from "warm" centers of influence, her recommended telemarketing techniques have helped me effectively communicate and set appointments with my prospects. I would highly recommend Kathleen's training to other agencies!"
- Michael S. Hasner, Managing Partner, Insurance Office of America

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"In 2011 Terry Crawford and I established the Agribusiness Division at IOA and made the decision to hire Kathleen McElroy to help build a database of qualified prospects and appointments.  Having previously worked with Kathleen I knew exactly what to expect, which was that we would be working with a true professional. Kathleen is organized, communicates effectively with both prospect and producer, is fair, honest, and has consistently delivered qualified appointments that have tuned into long term clients.  Kathleen was and remains a vital piece of our new business model and she continues to exceed expectations."

- H. Cole Hubka, CIC, Vice President- Agribusiness Division, Insurance Office of America

 

“As sales manager, I believe Kathleen’s guidance, coaching and ideas were spot on. She delivered very clear and easy to understand processes on structuring and monitoring telemarketing activities and provided individual coaching as well as thoughts on how to begin a telemarketing effort and to compensate employees for their results.”

- Patrick Lacy, VP Sales and Marketing, Plastridge Agency

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"I just wanted to shoot off a note of thanks.  It is not often that I participate in a training class and get excited about a new project.  I hope to build on the tools you provided me and, possibly, just possibly, aspire to become as good as you are!"

- Paula Post, Plastridge Agency

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"I have worked with Kathleen since 2004.  At first we were worked together in a corporate environment.  In this role as office telemarketer, she consistently booked quality appointments for me.  As a young producer, this enabled me to spend time becoming an insurance technician, solidifying relationships and closing business.  At PrimeGroup we have been using Kathleen’s services since 2008.  She has enabled us to grow our Palm Beach Gardens location from the ground up.  Along the way, we have also been able to expand our client base in West Central Florida and the Orlando area. Kathleen is able to take current market conditions and apply them to her appointment making skills so she presents herself as personable and knowledgeable.  I cannot recommend Kathleen enough."

- Mike Dugan, CIC, Vice President, PrimeGroup Insurance

 

"We started or relationship with KM consulting in 2011. Kathleen was instrumental in the immediate success of our newly founded agency.  With her ability and knowledge on how to develop a database for prospecting, it allowed us to have immediate opportunities that would not have existed otherwise.  These opportunities led to a steady stream of business, most of which are still clients today."

- Brandt H. Shapiro, CIC, Chief Executive Officer, Legacy Insurance Solutions, LLC

 

"I had the privilege of working with Kathleen at Brown & Brown West Palm Beach for several years.  She was organized, persistent, and produced great leads.  In fact she was so good Brown & Brown awarded her  "Telemarketer of the Year" several times!  She worked diligently and was truly a pleasure to work with.  I highly recommend Kathleen's services to anyone looking to do telemarketing."

- Liz Martorella, LUTCF, CLTC, A&A Insurance Services

 

"I want to thank you for all the help that you have given me.  I have learned a lot from you and I think your program is awesome along with your follow ups. I never feel like I am alone in this telemarking venture and feel safe that you have taught me enough so that my business can really grow.  All businesses need to grow otherwise you will end up unemployed! If you keep doing the same thing over and over again you will keep getting the same results. I am always very impressed with all your credentials and your referrals from people that have worked with you in the past like Brown & Brown.  They say you were amazing and helped them open lots of new accounts.  Their book of business grew tremendously. I am looking forward to continuing working with you and learning everything you can teach me from all the years experience that you have."

- Ana Roque, A & A Insurance Services, Inc.

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“I had the pleasure of working with Kathleen McElroy for over 7 years. She was a tenacious, detail oriented individual who always got the job done. I’ve never worked with a person with the ability to develop quality, new business opportunities like Kathleen. “

- Bill Upshaw CIC, former Manager

 

"I highly recommend Kathleen McElroy’s telemarketing and consulting services. I had the pleasure of working with Kathleen for ten years during my employment as the operations manager for a branch office of a major insurance broker. I would describe her impact on our organization as a game changer. She brought a systematic approach to building a data base of potential clients that did not exist in our office. Our very significant new business sales growth was a direct result of her efforts. Her training shortened the learning curve for our producers and allowed them to duplicate her processes."

- Tim Murphy

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“Kathleen is the best in the telemarketing business.  My learning seminar taught by her was the best telemarketing training I have ever received.  I am now more educated on how to collect data on businesses, how to make cold calls without them coming off to a business owner as a cold call, and how to develop and maintain a database of leads.  I highly suggest for everyone to have Kathleen teach them her elite skills.”      

- Jenna Hubka

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