- Specialized Solutions for Insurance Agencies -

About eDot Insurance Solutions

A team of professionals working with you on your budget, moving your agency to the next level and beyond.

The eDot Insurance Solutions team has numerous years of combined insurance industry experience. We enjoy partnering with agencies of various sizes helping to optimize their assets and make improvements in their businesses. Our internal and valued consulting team members possess industry expertise in operations, process, and sales, marketing and operations management. We utilize strong, small business ideology and best practices and are constantly gathering knowledge to keep our team and clients on the forefront of technology and business development.

Having a diverse set of resources enables us to take a holistic approach to your agency’s needs. We pride ourselves on our ability and commitment to getting intimate with your agency from the inside out and treating it as if it were our own.

Partnering with eDot ensures you have the right blend of agency specialists on your team. Our insurance professionals focus on your needs, vision and goals for the future while insuring you have the right technology and processes in place to enable you to get to the next level and beyond.

Principals


Melvin Thoede
eDot Holdings, LLC.
Principal

Email: mthoede@edotsolutions.com

Melvin has over 20 years of hands-on Executive, Management and Consulting experience focused on delivering practical solutions to the insurance and additional industries. His down-to-earth and rolled up sleeves approach allows Melvin to work with agencies of all sizes from startup operations to established market leaders during both good and challenging times.

Melvin’s thoughtful approach to learning about his clients’ agencies allows him to design and implement solutions which increase employee production while fully utilizing and leveraging current and future technology. The effect of this approach helps agencies of all sizes improve their bottom line, streamline their operations and reinforce reorganized human capital to best achieve their goals. Simply put, the greatest value Melvin brings to agencies is his ability to deliver plain-speak technical advice to address whatever real-life challenges they face. He will not consult for the sake of consulting. Rather than offering broad-based recommendations based on a preset agenda, Melvin focuses on the immediate agency challenge while learning about the organization's goals and vision for the future as well. His reputation for integrity and innovation is not based on technology but comes from his willingness to always place the needs of his clients before his own.

Melvin’s combination of traditional and nontraditional consulting approaches with his clients enables him to be extremely effective in creating and delivering effective insurance solutions. His unique blend of Strategic, Internal Operations, and Technology expertise is the direct result of good old fashion hard work and his ability to listen to his clients. Leveraging the team of experts at eDot Insurance Solutions Melvin is able to support or augment the technology, design, sales, marketing and disaster planning needs for any agency client he serves. His ability to adapt his approach to different operating environments comes from his extensive experience serving a variety of industries, including insurance, education, technology, and distribution.

Steve Jaffe
eDot Holdings, LLC.
Principal

Email: mailto:steve@edotsolutions.com

Steve has over 20 years of hands-on Executive, Management and Consulting experience in the insurance and other industries, including the management of one of Chicago’s premiere P&C agencies. As CEO of eDot Holdings, Steve is actively involved in the financial direction, strategic planning process and management of all of the eDot Holdings family member companies.

Steve’s extensive background in insurance agency management enables him to take a unique approach to partnering with eDot Insurance Solutions clients. Steve knows how to get agencies running on all cylinders, maximizing both current and potential client relationships as well as internal resources to meet and exceed current and future goals. His eclectic variety of business experiences allows him to successfully work with agencies during both good and challenging times to increase revenue, improve the bottom line, streamline operations, solidify internal technology and reorganize human capital to best achieve corporate goals.

Steve does not take the traditional consulting approach with his clients. His focus is holistic. “There is no department in any organization that does not impact other departments. No strategy or program can ever be designed without integration plans. There is no point of making recommendations that cannot be achieved.”

Steve’s expertise comes in the form of Corporate Strategy, Finance/Budgeting, Marketing, Branding and Internal Operations. Steve has helped assemble an outstanding team of experts in technology; marketing/design, disaster planning, legal and accounting competencies to address virtually any need an agency faces. Steve relishes a challenge and working with clients to help them achieve their goals and vision for their agencies.

Agency Operational Consultants


Sue Good
Agency Operational Consultant

Phone: 877-253-9268 x103
Email: sgood@alexant.com

Sue is a Senior Consultant with Alexant Systems Corporation, and helps agencies learn to use their management system more effectively and efficiently. With over 30 years in insurance and accounting, Sue’s experience guides agencies to understand and appreciate how data integrity is critical to providing the information needed by staff to service clients effectively, and by agency owners to manage and grow their business. Formerly an agency Comptroller, Sue was responsible for the Accounting, HR, IT, and the integrity of the TAM data used for reporting to management. Taking the agency live on TAM and implementing efficient, front end scanning workflows gave Sue the insight into what works, and what doesn’t work in an agency environment. As an ASCnet Master Presenter, Sue shares her knowledge by presenting at TENcon, ASCnet Summits, Boot camps, and local user group meetings.

eDot Insurance Solutions is proud to have Sue as a consulting partner to assist our clients in the growth and development of their agencies.

Maureen Boeing
Maureen Boeing Consulting
Agency Operational Consultant

Phone: 513-543-1188
Email: maureen@boeingconsulting.com

Maureen works with insurance agencies to understand current agency operations and identify a path to meet agency goals for profitability and future growth. With 22 years of experience in independent agencies, she has an extensive understanding and knowledge of agency operations and best practices. Maureen's experience includes all aspects of an independent agency, from startup to system automation, training and management, to accounting and reporting, as well as client service. She led her agency to be one of the very first agencies to implement Applied EpicTM in early 2009. In addition, she has 19 years of ASCnetTM volunteer experience, from starting a local chapter to chairing national committees and serving on the board of directors. Maureen became an ASCnetTM Master Presenter in 2000, and has presented at ASCnetTMannual conferences and chapter meetings around the world.

eDot Insurance Solutions is proud to have Maureen as a consulting partner to assist our clients in the growth and development of their agencies.

Agency Marketing Consultants


Bruce Butcher
Creative Director

Phone: 847-457-3058
Email: bruce@imageperspective.com

As a Creative Director and Brand Specialist, Bruce is devoted to the art AND science of marketing. Bruce has successfully implemented effective marketing initiatives for many insurance agencies including the design and development of their websites. Being cognizant of BOTH the art and science of marketing Bruce prides himself in developing strategic brand models analyzing all aspects of his clients brands and their various extensions. His use of many brand models helps clients to determine the personality of their brand, to deconstruct their brand into its individual parts, to assign meaning to those parts and to define the essence of their brand.

Bruce has vast experience in every media form surrounding advertising and design which allows him to select and implement the ideal marketing mix for clients. This approach embodies the true definition of “integrated marketing”, developing focused brand messages and touch points and placing them in the right places at the right time. It helps prevent wasting time on the wrong mix or channels with which do not yield appropriate returns for your marketing investment. Simply put, Bruce helps maximize your marketing dollar and its impact.

eDot Insurance Solutions is proud to have Bruce as a consulting partner to assist our clients in the growth and development of their agencies.

Glenn Baruck
Vice President of Marketing eDot Holdings, LLC. /Vice President Consumer Goods Movere, LLC.

Email: gbaruck@edotholdings.com

Glenn is a multi-faceted executive with over 25 years of diverse business expertise. Glenn’s career has included in depth experience in Marketing, Product Development, Management, Leadership, Strategic Planning, Ecommerce and Retail Sales Management. He brings a distinct perspective to his engagements that few consultants can provide and enjoys the challenge of working with clients to bring their businesses to the next level and beyond. His vision and involvement has resulted in paradigm shifts in branding, creative message development, increased market penetration, top line sales growth and bottom line profitability for various size companies.

Glenn now holds two positions within the eDot family continuing to work directly with clients through Movere’ and working with the eDot Holdings’ executive team directing marketing initiatives in support of the long-term vision of its founders.

eDot Insurance Solutions is proud to have Glenn as a consulting partner to assist our clients in the growth and development of their agencies.

Agency Sales Consultants


Marcus Newman
Agency Sales Consultant

Phone: 847-457-3058
Email: marcus.newman@gcgfinancial.com

Marcus Newman RHU, CBC – Marcus entered the insurance industry in 1997 with GCG Financial in Bannockburn, IL. Following a short career in community service. Marcus quickly built a practice and became an inspiration and resource for his peers at his firm. Managing the needs of his clients in the areas of Life, Health, and Disability insurance Marcus has built a National practice serving the needs of more than 250 business owners across the country.

Marcus is also a teacher, trainer, speaker and thought leader. Having delivered speeches at the Million Dollar Round Table, The National Association of Insurance and Financial Advisors, and numerous Business Associations, he asked to present on a regular basis.

Marcus desired the opportunity to share his success and recently developed a sales training course called “The Principles of Persuasion” and is sharing these sales and business development strategies with the professional community of Chicago.

eDot Insurance Solutions is proud to have Marcus as a consulting partner to assist our clients in the growth and development of their agencies.

HR Enhancement


Bruce Graham
Private Detective

Email: bgraham@grahaminvestigation.com

Bruce is a professional Private Detective (license No. 115.001017 and has over 30 years of investigative experience working with insurance agencies, companies of all sizes, government organizations, and large nonprofit institutions. He learned the business under the master tutelage of his father, Robert I Graham, who started Graham & Associates Detective Agency in 1950 to service the Chicago legal community.

Bruce continues to lead Graham Investigation according to the high standards set by his father and has expanded the Graham Investigation team and the services offered to clients. Graham Investigation now offers services that enhance traditional HR functions and are necessary in today’s business environment.

eDot Insurance Solutions is proud to have Bruce as a consulting partner to assist our clients in the growth and development of their agencies.

Communications


Scott Sinclair
CEO Xclutel Communications

Phone:708-273-3113
Email: ssinclair@xclutel.com

Scott’s experience includes 18 years in telecom with 14 years of experience owning and operating his own telecom businesses. Scott has worked with companies of varying size and levels of technology in the insurance and numerous other industries throughout his career and enjoys the challenge of working with agency owners to tackle their communications challenges now and down the road as well.

Scott loves coming to work every day and is extremely passionate about changing the face of telecom. His goal is to partner with agency clients in helping them achieve greater efficiency, higher productivity and increased customer satisfaction by providing the best in telecom solutions and service. Due to his expertise and experience Scott’s customers trust in his vision. Scott approach is based on the belief “I would never sacrifice trust for anything. I am extremely thankful, that our customers are giving us the opportunity to change telecom and their agencies.

eDot Insurance Solutions is proud to have Scott as a consulting partner to assist our clients in the growth and development of their agencies.