Katherine began her career in the insurance industry as a representative of Blue Cross and Blue Shield, and after five years, she opened her independent life insurance agency as a Securus America provider.
Katherine prides herself in pairing her clients with the appropriate insurance protections, spending countless hours to ensure her products meet their needs.
Within nine months of operation, Katherine soon realized that customer service wasn’t all she needed to keep her business afloat. She quickly realized the importance of lead lists and the impact they could have in driving her business to find additional clientele.
With previous management experience as a health and wellness manager, Katherine was the ideal candidate for an Accion Texas Inc. loan. With $5,450, she was able to purchase branded material and lead lists for direct mail campaigns. Without her loan, Katherine would not have been able to generate the income needed for her life insurance business. She hopes to hire five new team members in the coming year who will help process the influx of interest in her services.
LiftFund. (www.liftfund.com) is an award-winning nonprofit organization (previously known as Accion Texas) with a mission to provide credit and loans to small and start-up businesses that have limited or no access to credit from commercial sources. Established in 1994 in San Antonio, LiftFund has helped Texas and Louisiana entrepreneurs strengthen their businesses, stabilize and increase their incomes, create employment, and contribute to the economic revitalization of their communities. Learn more at www.liftfund.com.