Concierge Case Management / New Business Team Memberss
Our No. 1 priority is to make it easy to write insurance business. We’re extremely flexible and can simply act as background facilitator to move cases through underwriting quickly and efficiently. We can also be much more involved, take applications, schedule medical exams, negotiate underwriting, and arrange for policy delivery. How do you like to do business? We’re happy to help you in a way that works best for you!
Concierge Case Management, Medical Underwriting Review
Danielle Gonzalez is a concierge case manager, supporting producers with tasks including applications, underwriting, ordering medical records, and policy documents. Her specialty is in managing complex or large cases, including those with underwriting challenges as well as showing off her funky dance moves to try and make her co-workers laugh. Currently she isworking on studying toward advanced underwriting degrees for her ALU and FLMI. She has been with CPS Advantage since 2005 – but actually participated in building predecessor agencies dating back to the mid-1990s.
Danielle strives to proactively communicate with her clients throughout the process, giving updates on each case every other business day. Her high-touch service approach allows the producers she serves to relax, knowing that Danielle is pushing the case forward and keeping them abreast of updates as they occur.
In her free time, Danielle enjoys spending time with family and friends, traveling and watching cooking shows with her husband, Daniel.
Tracy Cooper, ACS, FLMI
Operations Management, Large Personal & Business Case Negotiation
Tracy Cooper provides large case management and underwriting support to the producers she serves. She began her career with Northwestern Mutual in 1989 and moved into the brokerage world in 1995.
Tracy uses a collaborative approach with her producers and clients and enjoys coordinating with underwriters to ensure the best possible outcome is achieved for each and every case. Tracy’s experience with a wide variety of challenging financial and medical underwriting situations makes her an ideal partner in case management solutions – from individual personal insurance policies to large business- and trust-owned policies, and everything in between.
Tracy specializes in large case management and enjoys delivering favorable outcomes for challenging cases. Her work as liaison between the producer/client and the carrier – from medical record review to rate class negotiation – often results in better-than-expected solutions, creating invaluable good will for producers with bottom line clients and attorney/CPA COIs alike.
A member of CPS Insurance since 1995, Tracy enjoys cooking, the outdoors, and camping with her family. She can be reached on her direct line at 562-735-5142 or email@example.com.
CA Insurance License #0811136
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