Day to day, Paul does what most insurance agency presidents do: establish long-term plans, business goals and organizational structure; identify talented employees who will be our next agency leaders; maintain a high level of interaction and collaboration across the agency; and ensure client and carrier satisfaction.

But when all is said and done, what he’s really doing is cultivating a company culture where trusted teams, shared vision, collaboration and a standard of excellence coalesce into superior client service —earning him the more important (though nonofficial) title of “CIV” — Chief Insurance Visionary.