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Transformation Advisors, Inc., was formed in 1999 by Pam Millard and Diane Herbert,
building on a 20-year tradition of providing quality management consulting
to the insurance industry.

Pamela A. Millard
 

Pam has been working one-on-one with independent agents helping them identify opportunities and solve business problems since 1985.

In addition to working individually with hundreds of agencies, Pam was managing director of the Agency Consulting group for CNA for over ten years. Under Pam’s leadership, the consulting organization developed and presented various agency management workshops including Strategic Planning, Managing Agency Financials, Agency Operations Management, Agency Compensation, Mergers, Acquisitions and Perpetuation, Managing Personal Lines, Building a Profitable Small Commercial Department. Pam now brings this expertise to your business.

Pam actively participated in the development of the ACORD POWER of Change program and has conducted numerous group and individual sessions with agencies. One agent’s response: "Thank you very much for the great training class. Your contribution to our agency will be truly transformative for us."

As a member of the IIAA Commission to Enhance Agency Value, she worked with other agency and company members to develop the IIAA Joint Agency/Company Planning Tool.

Pam lead the agency side of CNA’s Personal Lines Agency Company Efficiency Study (PLACES) and the Commercial Lines Agency Company Economic Study (ACES). For many years, Pam worked closely with CNA’s agency council. She also guided many of CNA’s Upload and Download efforts from an agency perspective.

Pam joined CNA in 1965. Prior to moving to the Home Office she held staff and management positions in the Minneapolis and Denver branches of CNA. She began her insurance career in an independent insurance agency in St. Paul.

Pam has a Bachelor of Arts degree in communications from North Central College and did post graduate work at the University of Chicago School of Business. She earned the CPCU designation in 1988. Pam lives in Diamond Springs, California, in the heart of gold country.

Diane Herbert

Diane continues to keep an eye on the business but has retired (mostly) from active consulting.

Since initially becoming an agency management consultant in 1983, Diane Herbert helped more than 300 independent insurance agencies be the best they can be--helping them improve all aspects of their businesses from finding and keeping great employees, strategic planning, benchmarking, organizational design, workflow redesign, compensation planning, sales management, perpetuation planning and more.

Diane brings a down to earth, practical approach to her work, recognizing that each agency is different. No two have the exact same set of goals and objectives or marketplace. The key is for each agency to understand who they are, where they are in relationship to where they want to go and then build off that understanding to continuously improve their organization.

As one agency stated, "The process Diane led us through is very powerful. We gained better usage of our time. In addition, our productivity and revenue per employee have both gone up. As a bonus, it has made it easier for us to do business with our customers."

Diane has developed and presented many agency management workshops on a variety of topics including Strategic Planning, POWER of Change, Maximizing Agency Value, Managing Personal Lines, and Organizing to Sell.

Before establishing Transformation Advisors, Inc., in 1999, Diane was an agency management consultant at CNA. In addition to agency consulting, Diane played a major role in CNA’s Personal Lines Agency Company Efficiency Study (PLACES), the Commercial Lines Agency Company Economic Study (ACES), and the company's small commercial lines initiatives.

Prior to joining CNA, Diane was a sales representative and marketing support specialist for an office automation vendor. She attended Eastern Michigan University.

Diane lives in Fort Myers, Florida.

 

 
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