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.
"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.
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.
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.
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.