Hire the Best Insurance Consultants in New York

Four years as a commercial insurance Account Executive at a New York brokerage. I manage a live book of business across GL, BOP, Workers Comp, Commercial Auto, Cyber, EPLI, Umbrella, and Professional Liability every day. I know this industry from the inside. I currently consult for two InsurTech startups as their embedded domain expert, helping them validate platforms against real broker workflows. I document the full process, including the workarounds and the steps nobody writes down, and I tell them bluntly what works and what does not. What I bring to every engagement: New business submissions through bind. Full renewal cycles. COI issuance and endorsement processing. Loss run requests and carrier correspondence. AMS operations in Partner XE through Zywave. Coverage analysis, gap identification, and proposal writing. Multilingual client communication in English, Italian, Spanish, Albanian, and French. I also build and write about AI systems for business, and I have 30 years of sports analytics experience including hands-on work building AI-powered predictive models. If you are building something in insurance or need someone who can operate at the level of a senior broker, I am available for consulting, advisory, and domain expert roles.

If your funnels are getting traffic but not producing enough leads, booked calls, or customers, the problem usually isn’t traffic. It’s what happens after the click. I build and optimize high-converting funnels using ClickFunnels and GoHighLevel, including landing pages, sales funnels, lead generation funnels, booking funnels, VSL funnels, automations, follow-up, and conversion systems. The goal is simple: build funnels that turn more of your paid or organic traffic into qualified leads, booked calls, and sales. My results: 📈 Complete funnel strategy, copywriting, design, and implementation 📈 ClickFunnels funnels and GoHighLevel funnels built around conversion 📈 Front-end funnel builds connected to CRM, email, SMS, and automation 📈 Funnel audits focused on finding conversion leaks and wasted traffic What I WON'T do for you: ❌ Copy/Paste Funnels - Your offer is unique, so your funnel should be too. I build funnels around your audience, offer, traffic source, and conversion goal instead of recycling templates. ❌ Pretty Pages With No Strategy - A good-looking funnel is useless if it doesn’t convert. Your copy, design, CTA, forms, tracking, and follow-up all need to work together. ❌ Build The Page And Disappear - Especially with GoHighLevel funnels, the backend matters. Forms, calendars, pipelines, email, SMS, workflows, and automations are part of the system. What I WILL do for you: ✅ Funnel Audits - I’ll audit your existing funnels and identify conversion leaks, weak messaging, poor structure, broken tracking, and opportunities to improve performance. ✅ Sales Funnels - Complete sales funnel strategy, copy, design, and build focused on turning traffic into customers. ✅ Lead Generation Funnels - I build lead generation funnels designed to generate qualified leads instead of random form submissions. ✅ Booking Funnels - I create booking funnels that connect your landing page, qualification process, calendar, confirmation page, and follow-up. ✅ ClickFunnels - Need a ClickFunnels expert? I build, redesign, troubleshoot, and optimize ClickFunnels funnels, landing pages, VSL funnels, sales funnels, booking funnels, and application funnels. ✅ GoHighLevel - I build complete GoHighLevel funnels using landing pages, forms, calendars, pipelines, workflows, email, SMS, and CRM automation. ✅ GoHighLevel Automations - I create GoHighLevel workflows for lead follow-up, appointment reminders, nurturing, pipeline movement, no-shows, and reactivation. ✅ VSL Funnels - I build VSL funnels that connect your video, sales message, CTA, application, booking process, and follow-up. ✅ Application Funnels - I create application funnels that qualify prospects before they reach your calendar or sales team. ✅ Landing Pages - Conversion-focused landing pages built inside ClickFunnels and GoHighLevel. ✅ Funnel Copywriting - Headlines, hooks, offers, CTAs, objection handling, and sales copy designed specifically for your funnel. ✅ Funnel Design - Clean funnel design built around clarity, trust, and moving prospects toward the next step. ✅ Funnel Optimization - Already have traffic? I’ll improve your existing funnels instead of automatically rebuilding everything. ✅ Funnel Strategy - I’ll map your offer, traffic source, audience, and sales process to determine the right funnel for your business. Funnels I build: → Sales Funnels → Lead Generation Funnels → Booking Funnels → Appointment Funnels → VSL Funnels → Application Funnels → High-Ticket Funnels → Consultation Funnels → ClickFunnels Funnels → GoHighLevel Funnels How you can work with me: If you need a funnel builder, ClickFunnels expert, or GoHighLevel expert, send me a message or invite me to your project. Whether you’re starting from scratch, rebuilding an underperforming ClickFunnels funnel, or trying to get more leads from your existing GoHighLevel funnel, I can help with the complete system from click to conversion. FREQUENTLY ASKED QUESTIONS: Do you build ClickFunnels funnels? Yes. I build and optimize ClickFunnels sales funnels, lead generation funnels, VSL funnels, booking funnels, and application funnels. Do you build GoHighLevel funnels? Yes. I build GoHighLevel funnels, landing pages, calendars, pipelines, workflows, email, SMS, and automations. Can you improve an existing funnel? Absolutely. I can audit and optimize your existing ClickFunnels funnel, GoHighLevel funnel, or other sales funnel. Do you handle copy, design, and implementation? Yes. I can handle funnel strategy, funnel copywriting, funnel design, implementation, integrations, and automation. Do you only build the front end? No. I can connect the funnel to the systems behind it so leads are captured, organized, followed up with, and moved toward the next step automatically. If your funnels are leaking opportunities, or you need a ClickFunnels or GoHighLevel funnel built properly from the start, send me your offer, traffic source, and current setup. I’ll tell you where I’d start.

10+ years of U.S. accounting and tax experience, with a focus on solving complex financial, tax, payroll, and compliance issues for businesses. I work with companies that need more than routine bookkeeping — whether that means resolving tax notices, analyzing payroll discrepancies, handling insurance and workers’ compensation audits, correcting prior-period accounting issues, reconciling complex accounts, or identifying why financial records and filings do not match. My experience includes U.S. business and individual taxation, QuickBooks, payroll and payroll tax filings, sales tax, IRS and state correspondence, insurance premium audits, financial reconciliations, accounting cleanup, and business compliance. I don’t just process transactions. I investigate the issue, determine what went wrong, and work toward a practical resolution. Areas I can help with: • U.S. accounting and tax consulting • Business and individual tax matters • IRS and state tax notices • Payroll and payroll tax issues • Sales tax reconciliation and compliance • Workers’ compensation and general liability insurance audits • Insurance premium audit disputes and reconciliations • QuickBooks troubleshooting and complex cleanup • Bank, credit card, payroll and income reconciliations • Prior-period corrections and accounting discrepancies • Financial record review and problem investigation • Business compliance and closing-related accounting issues

Licensed, Insured & Expert-Led Tax Preparation – Strategic E-Filing Nationwide Stop viewing tax season as a source of stress and start seeing it as an opportunity for financial optimization. QuickTaxnBooks is a fully licensed and insured professional firm delivering elite-level tax preparation and electronic filing services. We combine the technical rigor of a law-firm background with the specialized credentials of an IRS Certifying Acceptance Agent (CAA) and Authorized IRS e-file Provider (ERO). Serving individuals and small businesses across all 50 states and international taxpayers, we transform complex financial data into compliant, deduction-maximized returns. The QuickTaxnBooks Advantage IRS Authorized e-file Provider (ERO): As a registered ERO, we utilize secure, high-speed electronic filing to ensure your returns are processed accurately and your refunds are delivered via direct deposit in the fastest time possible. IRS Certifying Acceptance Agent (CAA): We are authorized by the IRS to assist non-U.S. citizens and foreign investors in obtaining ITINs without the need to mail original passports to the IRS. Fully Licensed & Insured: We maintain professional liability insurance and state-required licensing, providing you with absolute peace of mind and professional accountability. Strategic Deduction Optimization: We don’t just enter numbers; we analyze your financial profile to ensure every legal deduction and credit—from QBI to specialized real estate breaks—is fully utilized. Defense-Grade Compliance: Led by a team of legal and tax experts (CPAs/EAs), our work is built to withstand the scrutiny of both IRS and State audits. Core Competencies & Specialized Expertise Small Business & Entity Taxation: Expert filings for Schedule C, LLCs, and S-Corps, ensuring proper owner compensation and entity-level compliance. Real Estate Investment Mastery: Expert handling of 1031 Exchanges, Installment Sales, Seller Financing, and multi-state rental portfolios. Self-Employed & 1099 Economy: Tailored strategies for freelancers and independent contractors to minimize Self-Employment tax liabilities. International Tax Support: Expert guidance for foreign-owned U.S. LLCs, including Form 5472 and 1120 Pro Forma requirements. Professional Credentials & Legal Foundation Our firm bridges the gap between accounting and legal analysis, providing a level of insight that traditional bookkeepers cannot match. Qualifications LLM (USA): Master of Laws, providing advanced interpretation of federal tax statutes. LLB (India): J.D. Equivalent, establishing a rigorous foundation in legal research and analysis. IRS Credentials IRS Certifying Acceptance Agent (CAA) IRS Authorized e-file Provider (ERO) IRS Annual Filing Season Program (AFSP) Participant: 2022, 2023, 2024, 2025, 2026. The QuickTaxnBooks Track Record (2015 – Present) Since 2015, we have acted as a comprehensive financial engine for our clients, managing everything from individual returns to multi-million dollar real estate transactions. Complex Scenario Resolution: Managed high-stakes transactions involving 1031 exchanges and structured installment sales to defer capital gains. Proactive Tax Planning: Shifting the focus from "filing history" to "planning the future," resulting in significant year-over-year tax savings for recurring clients. Advisory & Analysis: Providing deep-dive financial analysis, budgeting, and forecasting to help businesses scale sustainably.