Judith H. Newman is president of Phaze II Consulting, Inc. and the owner of the Master Agency Manager. This comprehensive resource available since 1973 and updated monthly since, is designed to be the most complete and easy to use agency management resource available today.
Judi holds a degree in business from the University of California and has over twenty-five years of experience in the insurance industry. She is a candidate member of the American Society of Appraisers. She has served in positions with agencies and carriers, as well as in the private sector.
Her insurance career includes positions as Chief Operating Officer of a regional west coast agency, national accounts manager for a southwestern regional agency, risk manager for a major west coast retail chain, and manager of the CIGNA Agency Consulting Group. Just prior to starting her own business, she was a corporate officer for the St. Paul Companies. During her tenure she was the marketing officer in charge of the agency management consulting department. She has worked on site with over 500 agents across the nation on a variety of projects and has earned recognition in the areas of:
• Errors & Omissions Loss Control/Audits
• Agency Valuations
• Sales & Marketing Planning and Management
• Human Resources Consulting
• Agency Perpetuation Planning
• Sales, Mergers and Acquisitions
• Strategic Planning
• Performance Management
• Leadership Development
• Executive Coaching
• Agency Compensation Planning
• Professional Employer Organizations
She has conducted numerous seminars and workshops in the areas of Continuous Quality Improvement, Agency Perpetuation, Sales, Mergers and Acquisitions, Leadership Development, Strategic Planning, Professional Employer Organizations, Budgeting and Compensation. Judi has developed a no nonsense approach to agency operations. She has long been a proponent of increased profits, sales and productivity.
Judi is available for individual consulting assignments and speaking engagements. She is both empathetic and pragmatic in her approach and is in tune to the changes necessary for the success of the independent insurance agency system.