Our Mission is to help you transform your business from “business as usual” to “business as exceptional.” A business where every employee is a partner and every customer an advocate.
Our goal is to help you create sustained excellence through clear vision, strong management and continuous improvement.

Our Experience means we’ve seen it all. Founded in 1999 by Pamela Millard and Diane Herbert, Transformation Advisors has worked with hundreds of insurance firms throughout the country… small agencies, larger brokers, national insurance companies and regional start-ups... successful companies who are under new ownership and well-established organizations looking to tweak, improve or transform their businesses completely. Transformation Advisors understands agency operations from the ground up and our company experience gives us perspective on the whole end-to-end insurance process.

Our Approach is to work with you to look strategically at your business. We believe that each opportunity or problem has its own solution but must be viewed within the context of the total business. Each component of the process builds on the others to ensure that the outcome will result in positive change. Our process is designed to be flexible so that it always meets the unique needs of the client. Using a combination of on-site and phone/mail/fax support, Transformation Advisors provides the most productive and cost-effective experiences possible.

Our Tools include a number of working models designed to support insurance agency management. But you can’t buy them “off the shelf.” Each comes in response to a specific—individual—business need and each comes with consulting or coaching as part of the package. We refine our existing tools and add new ones continually to adapt to the ever-changing business environment. Transformation Advisors research and development on your behalf never stops.