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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

 

 

 

 

 

 

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.

Success Stories

 

 


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


 

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