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Mary Heidbrier
Licensed Health Insurance Agent for Colorado, Individual Insurance, Group Benefits
Professional Background
Mary Heidbrier is a distinguished insurance broker and the founder of MLJ Financial Services, which she established in 2003. With an unwavering dedication to providing unparalleled service in the health insurance sector, Mary has carved a niche for herself as a leader who emphasizes education and knowledge. Her journey in the insurance industry began with a strong foundation, as she became a member of the National Association of Insurance Underwriters (NAHU) from the onset of her career. This commitment to ongoing learning and professional development has positioned her at the forefront of the rapidly evolving health insurance landscape, allowing her to stay abreast of legislative changes and industry trends that significantly impact her clients.
Mary's expertise extends to various sectors within insurance, particularly in employer benefits, voluntary insurance options such as accident, cancer, dental, and hospitalization, as well as individual and family coverage for health, dental, and vision. Her knowledge also includes health savings accounts and consumer-directed health plans, allowing her to provide comprehensive and tailored solutions to her diverse clientele. Under her stewardship, MLJ Financial Services prides itself on being a full-service broker agency that meticulously evaluates each insurance company it represents. By assessing factors such as financial stability, reputation, and plan design, Mary ensures that her clients receive only the finest options available.
Education and Achievements
Mary has pursued extensive training in the insurance field, further enhancing her ability to serve her clients effectively. She completed studies in Group Benefits, Ethics, Policy Plan & Design, and Consultative Sales Skills through the Broker Business Development Program, which equipped her with the fundamental knowledge required to navigate the complexities of insurance sales and client management. In addition, she undertook specialized studies in Consumer Directed Health Plans and Wellness Programs through NAHU certifications, demonstrating her commitment to understanding and promoting well-rounded health insurance options.
Throughout her career, Mary has accumulated a wealth of experience in various roles within the insurance sector. Prior to establishing MLJ Financial Services, she was a partner at MLJ Insurance Services, LLC, where she laid the groundwork for her own agency by fostering strong client relationships based on trust and accountability. Additionally, her experience as an Executive Assistant at Doty, Lyle & Jones, CPA, and as an Office Manager at Columbine Foot & Ankle has equipped her with a unique perspective on client service and operational management, making her adept at addressing and fulfilling the diverse needs of her clients.
Commitment to Client Service
At the core of MLJ Financial Services is Mary's relentless focus on customer service. The agency believes that clients are the heart of the business. From the initial consultation to post-sale support, Mary and her team are dedicated to providing ongoing assistance that goes beyond mere policy sales. They treat each individual, family, and employer group as unique entities, enabling them to create tailored insurance solutions that cater to their specific circumstances. This client-centered philosophy culminates in a service experience that is not only professional but genuinely compassionate.
Mary’s commitment to her clients is reflected in the culture of MLJ Financial Services, where every team member is trained to prioritize the well-being and satisfaction of clients. Whether offering guidance on selecting the most suitable health plans or providing continued support after the policy is implemented, Mary's approach to client care exemplifies her belief that insurance is a personal matter that should be handled with utmost diligence and respect.
As she continues to grow her agency and expand her offerings, Mary remains a passionate advocate for educating her clients about the complexities of health insurance. She aims to empower her clients to make informed decisions that will benefit their families and employees.
Notable Achievements
Mary has achieved remarkable success in her career, growing MLJ Financial Services into a reputable agency recognized for its ethical practices and outstanding client support. Her work and contributions to the insurance industry have not gone unnoticed, as she has established a solid reputation for excellence among her peers. As a member of NAHU, Mary has engaged with a network of professionals dedicated to advancing the field of health insurance, further enhancing her skill set and insights into industry best practices.
In addition to her professional achievements, Mary is considered a thought leader in her community, frequently sharing her knowledge and insights to foster an understanding of health insurance options. Through workshops and informative sessions, she has equipped many individuals and employers with the tools necessary to navigate their health care needs effectively. Her ability to demystify the complexities of insurance and present them in an accessible manner has made her a trusted resource and a valuable ally in the lives of her clients.
Mary Heidbrier’s journey as an insurance professional is marked by her innovative spirit, her commitment to education, and a genuine dedication to the well-being of her clients. Her notable achievements and contributions to the insurance sector serve as a testament to her hard work and perseverance. With a clear vision for the future of MLJ Financial Services, she continues to strive for excellence while navigating the ever-changing landscape of health insurance, ensuring that her clients receive the best possible guidance and support.
As a thought leader and passionate advocate for education within the insurance field, Mary is not only shaping her own company but also positively influencing the industry as a whole. As she moves forward, her unwavering dedication to client service and her commitment to remaining informed about current trends will undoubtedly lead to further successes both for herself and for the clients she passionately serves.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Clay isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Clay instead of Salesforce, Hubspot, and Pipedrive. Clay is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Clay can absolutely serve as your primary relationship management tool.
Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.