Profile

Patty Andree

Johnson Financial Group

Contact Details

Johnson Financial Group

Bio


Patty Andree is the Vice President - Operations at Johnson Insurance Services, LLC, a bank-affiliated agency in Wisconsin.  She oversees all non-client facing aspects of the business including reception, accounting, systems, processing and training. She lead the effort to move her agency from TAM to Epic and works to continue enhancing productivity by  utilizing Epic as much as possible.   In the industry since 1996, Patty has also worked as a Business Development Coordinator and Commercial Service Manager.

Patty serves as the Past President of the Wisconsin Chapter of the Applied Client Network and Vice President of the Large Agent Alliance.  She is a regular presenter for her chapter on reports, management, systems and auditing.

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