Patricia M. Alexander, CIC, CPIW


Patricia M. Alexander, CIC, CPIW is a consultant, coach and mentor. She has many years experience in the insurance industry. Her experience spans standard insurance carriers, retail agencies, surplus lines insurance carriers and managing general agencies. She has been an agency owner in addition to holding several executive level management positions throughout her career. She has managed large, national programs both at the insurance carrier level and at the managing general agency level.


While always involved at some level in the operations area, this became her focus in 1998. She has been involved in the definition and organization of several firms from their start-up to fully operational. Patricia thrives on the challenges of researching, defining and implementing new systems. She considers herself an agency systems and operations specialist with an insurance background. She is dedicated to the best use of technology as a means to enhance the service experience for clients and agency staff and to improve agency profitability.


Patricia feels that her diverse experience enables her to be an asset to her clients. Her knowledge of the insurance industry eliminates the need for her clients to spend valuable time explaining how the industry works. Her current focus includes customizing workshops for agencies implementing new agency management and document management systems. Additionally, she assists agencies in searching for the right systems for their agency.


Patricia has acted as an expert witness in Texas Non Subscription cases, contract dispute cases, Errors & Omissions cases and other areas related to the insurance industry. Her most interesting experience was testifying in an arbitration in London. She speaks at industry events, is on the CIC national faculty and is a contributing writer for insurance industry publications.