Carla Cox

With seemingly endless energy, Carla is always seeking a competitive game of pickleball, any excuse to be outdoors, and her next travel destination. She brings that same high-energy grit and determination to work, always with a bent to educate clients and make the highly complex world of insurance understandable—and maybe even a little fun.

With 20 years of experience in insurance account management and marketing, Carla collaborates closely with producers and carrier partners to secure competitive quotes, build strong underwriter relationships, and keep accounts moving smoothly from initial submission to final proposal. Carla also supports the production team in growing their client bases while simultaneously developing her own—serving as a trusted, go-to resource for clients who value responsiveness, clarity, and a steady hand when risk and coverage questions get complicated.

CLIENT SUCCESS SPOTLIGHT

Over the years, Carla has guided many clients through challenging renewals, including large accounts facing potential non-renewals due to adverse loss experience. By gathering detailed information, crafting a compelling narrative, and advocating the "bigger picture" with underwriters, she's helped multiple businesses maintain access to quality coverage while minimizing disruption and cost.