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"While immersed in the
day to day operations,
it is easy to miss the
little changes
that make an amazing difference...
both in time and workflow.
This is where Trillium Advisors is of benefit. With an outside
view, and our unique approach, we can discover
the simple innovative solutions that work for
you."
Pegi Flahault, CPCU, ARM
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Ph. 1-800-581-5563

Trillium Advisors, LLC provides business consulting services to service-based businesses and specializes in insurance agencies. Our focus is 'keeping solutions simple' by rearranging, not destroying, how you currently operate. Your past successes are the foundation for continued advancement. Your employees are the most important component; aligning their skills and interests with the job functions of your organization and streamlining workflows. We can make work fun, less stressful and more productive.
Pegi Flahault has 15 years experience as a consultant and trainer. She works with service businesses, and specializes in insurance and non-profits. Her goal is not to 'destroy or gut' your business and start over. Pegi has the unique ability to bring a fresh perspective to what you are doing well, how to do it more often, and bring enjoyment to your work.
She has over 30 years experience in the insurance industry both in company and agency positions, from administrative to management. This gives her the objectivity of the 'outsider' with the understanding of the issues in an insurance office.
She has worked with non-profits and understands limited funding, memberships issues and volunteer staffing. Her experience helps her streamline processes and write procedures for consistent handling of various job functions.
Pegi's training / presentation
experience has been invaluable
in helping her facilitate
workgroups to begin
implementation projects.
It has taught her that various
learning styles impact the way
people receive and accept
information. This
knowledge aids her in listening
to each individual and helping
them to become active
participants in the process.
References
and resume furnished upon
request.

Pegi Flahault, CPCU, ARM
Selected Consulting & Training Experience
Operations and
Organization Development
Analysis of job functions and maximize use of technology - from individual departments to entire company.
New employee - design & implement systematic orientation including monitoring progress
Writings and Publications
Co-author training material used in Financial Planner training program. Provide articles to IMMS on agency operations.
Freelance writing insurance reference and technical manuals.
Non-Profit
Review and simplify work processes - including creation and use of databases
Write detailed procedure manual
