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Persona

Diane Hartmann

Insurance Agency Owner — Independent P&C Agency

B2B industry

Owner of an independent P&C insurance agency (3–20 employees); lives in Applied Epic / AMS360 / Hawksoft + EZLynx + Vertafore; active Big-I (Independent Insurance Agents) member; allergic to InsurTech vendors who don't understand commission structures or carrier appointments.

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Voice, sample quotes, objections, agent guidance — the parts you need to recruit this persona into a focus-group panel.

  • Voice & language patterns — how this persona actually talks.
  • Sample quotes and objections you'll hear in a focus-group run.
  • Agent guidance — when to push back, when to hesitate, when to refuse.
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