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Happy New Year!

Wishing you all the best. Thank you!

Looking Back...

As we close out our first official year in business, we are grateful for the opportunities we had to help insurance agents pursue operational nirvana. It was a busy year at MCJ’s headquarters, aka our home in South Boston.

  • We developed monthly financial reporting tools

  • We simplified the process of managing commissions

  • We built a framework for an agency’s playbook

  • We coached and supported agents as they leveraged new technology

  • We implemented a commercial insurance proposal template

On a personal level, it has been exciting for us to explore working together as newlyweds. You can read more about what we do here, or more about our nuptials here.

Of course, none of this would be possible without our clients, friends, and family, who we call partners. Thank you to each and every one of you for making this such a successful year for MCJ! 

As you firm up your plans for next year, please reach out to us to explore ways in which we can help your organization reach its goals. It’s always a pleasure to hear from you.

Best wishes for a healthy holiday season and stay tuned as more news unfolds in 2022!


MC & Craig

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