© 2019 by The Moberg Group. Created by TechNiche.  LEGAL

The Moberg Group, Inc.  93 Church Street, Suite 206, Franklin, NC 28734  -  (800) 630-2884  -  info@moberggroup.com

About Us...

Since 1993 The Moberg Group (TMG) has performed E&O Risk Management Audits, Agency Operations, Sales and Management Training and Automation Seminars on an international level.

TMG consultants have decades of experience, including previous agency ownership. We have consulted with the top national and regional insurance companies, and with several thousand independent agencies and brokers providing E&O Risk Management, business planning, mergers and acquisition assistance, selection of systems to meet operational requirements, agency-company procedures and the implementation of new systems and procedures.

Eric Moberg, TMG's founder and CEO, has an extensive insurance background that spans over four decades. Eric's career has included management and executive positions with insurance companies, vendors providing services to the insurance industry, as a successful agency owner, and currently as President/CEO of The Moberg Group, Inc.



     


                   

"SUCCESS WITH A PLAN"

We are the leading provider of Insurance Agency Errors & Omissions loss control programs.  And, as the endorsed E&O Audit provider for several state agency associations and E&O carriers, TMG has developed a standard audit process and reporting format preferred by many E&O underwriters. 

Testimonials:

My agency has used Eric in acquiring an agency as well as drafting documents for use in our agency to include Producers' agreements, etc. His advice and work is always delivered on time and covers all the points that should be addressed. It is with pleasure that I recommend Eric and his firm to you and know that you will be pleased with the value he will bring to you and your organization.”

Top qualities: Great Results, Expert, Good Value

Ben Bates, President
Bates Hewett & Floyd Insurance Agency

"During our initial consideration of the E&O audit, we had concerns as to the value that might be realized by having the E&O audit completed. However, we were pleased with the final result of the audit, the way the audit was conducted and the value we received from Eric’s outstanding ability to recognize where potential E&O claims may occur and recommending what preventive action should be taken. As part of the audit, Eric met with each associate learning
our internal procedures, and provided management documentation to review for implementation."


Neil Annas, President
Granite Insurance Agency Granite Falls, NC

CONSULTANTS

Sharon Koches, CPCU, RPLU, AAI, AU, ITP

Experienced Vice President of Insurance Operations with a demonstrated history of working in the insurance industry. Skilled in Property & Casualty Insurance, Insurance Education and Training, Sales, Sales Operations, and Customer Satisfaction. Strong professional graduated from Capella University. Holding CPCU, RPLU, AAI, AU, ITP insurance designations.

Lisa Harrington, CPCU, AAI

 

Lisa was Executive Vice President and CMO at IRMI, where she served on the executive committee. She was COO and acting CEO of the Network of Vertafore Users and for over 10 years was vice president of education for the Florida Association of Insurance Agents.  With over 30 years’ experience in management, she’s spent time in a variety of roles, including educator, writer/editor, underwriter, sales agent, field rep, and operations manager.

 

 

Lisa holds a B.A. degree in Management and Spanish from Ball State University and has earned several insurance designations and best practices certifications: CPCU, CAE, CRIS, CAM, AIAM, AAI, AIP.  Lisa is an approved E&O Auditor for SwissRe/Westport.  Lisa resides in Southlake, Texas with her husband and many four-legged loved ones.

David W Gilbert, CPCU

 

Dave Gilbert has 45 years' experience across the insurance industry, having served as company underwriter, broker analyst/software trainer, independent agency account manager, and staff supervisor. He also has provided business analysis for software vendors and insurance companies. For the past ten years his focus has been on E&O risk management guidance for agencies around the U.S. He is an approved E&O Auditor for SwissRe/Westport.

 

 

Dave recently relocated to Chelsea, Michigan, where he and his wife Meg enjoy an active life in a great community. They love walking, reading, music, and time at their cottage on Lake Huron in northern lower Michigan. With a son and family on each coast and siblings around the Midwest, there's a lot of leisure travel as well.