"Helping people, processes, and partnerships move forward with confidence."

Megan’s work in case management is rooted in service, leadership, and a strong commitment to making processes work better for the people who rely on them. In her day-to-day role as Case Management Team Lead, she helps guide process improvements, supports new and growing accounts, and works to ensure services are aligned with each account’s needs while setting clear expectations from the start.

As a team lead, Megan works closely with carrier partners to help ensure business needs are being met for both agents and clients while also supporting her team with clarity, consistency, and practical guidance. She takes pride in helping agents understand processes, navigate next steps with confidence, and feel supported throughout the experience. Through training guides, shared resources, and day-to-day collaboration, she helps create a stronger foundation for the team and the people they serve.

Whether she is improving a workflow, creating resource guides, supporting a new account, partnering with carriers, or helping an agent find the right answer, Megan leads with a service-first mindset and a desire to make each interaction clear, thoughtful, and positive for her team, agents, clients, and carrier partners.

When she’s not supporting agents, clients, and her team, Megan is usually on the go with her family, often heading somewhere soccer-related. She has learned that club soccer comes with its own kind of planning, especially as a team manager! In her non-soccer free time, she also loves making over-the-top cakes and tackling DIY home projects.