Customer Experience as a Human System — Cradle to Grave
My Corporate Doula model was built on a simple recognition: every organizational transition — a payment dispute, a chargeback, an estate handoff, a leadership change — is a human experience first and an operational problem second. I call this the Cradle to Grave approach. From the first point of contact to the final resolution, every touchpoint in a client's journey carries emotional weight. Someone has to hold that weight with skill and without flinching. That is what I do, and it is what I train others to do.
I have spent forty years managing exactly the high-touch, sensitive, escalated conversations this role requires: payment defaults, refund negotiations, and the moments where a single response either protects the client relationship or ends it. As a sales trainer, I built a three-person role-play system using cameras and structured observation — salesperson, consumer, and trained witness — because people cannot correct what they cannot see. That same instinct drives how I build customer support infrastructure: observe the real interaction, document what is actually happening, and design systems that reflect practice — not theory.
38 years of PRIVATE UNDERWRITING BEHAVIOR FIRST AS #1 ASSET.
2000-2004 TAX LOBBY AGAINEST INSURANCE INDUSTRY
2005-2010 JOINED & TRAINED ZURICH
2010-NON-QUAL & ENTERPRISE RISK
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