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Warner Pacific Insurance Services Tech Stack
Insurance general agency serving brokers across quoting, support, and sales
Warner Pacific is a general agency focused on broker support and carrier partnerships across health, life, dental, and ancillary insurance lines. The hiring shape is heavily weighted toward sales (15 open roles), with support, finance, ops, and marketing trailing significantly — a structure that reflects a broker-facing, relationship-driven business. Current project focus spans marketing campaigns, broker training, and onboarding streamlining, suggesting operational scaling around acquisition and retention.
Tech Stack 19 technologies
Core StackZoom HubSpot Jira Salesforce Intune Active Directory Epic Systems PowerPoint Microsoft Office Word Excel Windows Apple Microsoft 365 Entra Kandji Jamf Configuration Manager Sage Intacct
What Warner Pacific Insurance Services Is Building
◆Challenges
- Prospecting inactive brokers
- Maintaining fmo and carrier relationships
- Seasonal peak workload
- New member acquisitions
- Increasing sales of all product lines
- New group submissions
- Workflow enhancements
- Complex benefit inquiries
- Broker growth plans
- Identifying recurring malfunctions
▲Active Projects
- Marketing events and exhibits
- Structured training sessions
- Training seminars/webinars
- Streamlining onboarding for new business
- Strategic development for annual sales targets
- Industry events and conferences for lead generation
- Integrated marketing campaigns for health plans and broker tools
- Targeted messaging for broker support
- Marketing deliverables for broker campaigns
- Agency training and marketing plan development
Hiring Activity
20 roles · 10 in 30d
Department
Seniority
Company intelligence
