We are excited to share our story with you and provide a glimpse into our company and values. Every member of our executive team is a licensed, appointed and experienced agent. Our founder believed in the principles of a SWAT team. Our team is comprised of industry leaders who have built and scaled agencies. We identified a lack of skillset to add true value to an agent or agency was missing from the FMO space.
We understand the challenges that many agents and agencies face in the industry. We have seen firsthand how the lack of transparency, support and strategic planning can hold companies back from achieving their full potential. That's why at Executive FMO, we're committed to transparency and innovation. As the transparent FMO, we believe in partnering with you to fully understand your contract, funds flow and how to prepare you for long-term growth or acquisition.
Another foundational pillar of our company is support. We know that agents and agencies need more than contracts - they need a partner that can provide guidance, tools and resources. Our dedicated team of professionals holds extensive backgrounds in leading sales teams, finance and accounting, and digital marketing. Finally, we believe in strategic planning and business development. Our team holds more than 20 years of combined healthcare and management experience. We know that success does not happen overnight - it takes hard work, dedication and cultivated plans based on your strategic goals. We believe in nurturing long-term relationships with our clients built on growing your business. Whether you're a new client or longtime partner, we're here to help you succeed and navigate this rapidly changing industry. Our SWAT team is here to add value to you and your business!Â
Our Philosophy
"In a business or organizational context, this analogy highlights the trade-off between individual achievement and collaborative teamwork. While individual efforts can lead to rapid progress in some cases, sustained success often requires collective effort, cooperation, and a focus on long-term goals. The choice between going fast alone or far together depends on the specific situation, objectives, and the importance of collaboration in achieving lasting success. Our team consists of individuals with specific expertise, skills, and experience relevant to the task at hand."
Mission
We are dedicated to providing our partners with industry leading expertise that is second to none. When you work with us, you can rest assured that our knowledge and experience will help guide you through any situation that may arise. We believe in complete transparency, making sure our partners are informed every step of the way. Our team works hard to create strong, long-lasting relationships with our partners, and we are committed to providing the highest level of service.
Vision
We are a top insurance FMO committed to providing innovative solutions to lead the future of the insurance industry. Our skilled team works closely with agents to offer the best available insurance products, while using technology to create efficient, effective solutions. With our wealth of experience in the insurance industry, we are confident that we can provide the support you need to succeed. So whether you are an agent looking to improve your business or a client seeking top-notch insurance products, come to Executive FMO and experience the best the industry has to offer.