About CS9 Consulting
CS9 Consulting LLC helps insurance agencies, agents, and carriers grow revenue through sharper strategy, practical innovation, and AI-powered execution.
Our mission
Built for insurance growth
We partner with insurance businesses that want more than ideas. Our work is focused on helping teams modernize how they sell, operate, and make decisions so growth becomes more consistent and measurable.
From AI agent implementation to sales effectiveness and go-to-market strategy, CS9 Consulting brings together business insight and execution support designed for the realities of the insurance industry.
Our approach
Strategy that drives action
CS9 Consulting works at the intersection of revenue strategy, data, and execution. We help leaders identify the right opportunities, align teams around clear priorities, and put practical systems in place that improve performance.
Insurance market focus
Revenue growth mindset
AI-ready execution
Actionable data insights
Why clients choose us
A practical growth partner
Insurance organizations often face the same challenge: they know growth requires better strategy, stronger execution, and smarter use of technology, but internal teams are already stretched thin.
CS9 Consulting fills that gap with focused guidance and hands-on support. We help clients move from planning to progress with solutions that are clear, relevant, and aligned to business goals.
“We believe innovation should create momentum, not complexity.”
Jose Cruz
President, CS9 Consulting
That means recommending what works, simplifying what does not, and helping teams build confidence as they adopt new approaches to sales, operations, and AI-enabled performance.
Led by Jose Cruz
Jose Cruz, MBA, CIC (Certified Insurance Counselor), and Licensed Florida 220 General Agent, brings more than 30 years of formal insurance experience and a track record of building strategy that drives winning outcomes. For the past 9 years, he has served as Regional Vice President of Sales and Distribution for Chubb Insurance in Latin America, leading growth across Mexico, Brazil, Colombia, Argentina, and Ecuador.
During his time at Chubb, Jose helped grow the business by more than 100% in 9 years. He has been recognized as the top Regional Vice President of Sales at Chubb in the IDP channel for the past four consecutive years (2022 – 2025).
Before Chubb, Jose built a strong leadership record at Nationwide Insurance Company, where his last role was AVP of Sales and Distribution in Florida. In 2015, he was ranked the #1 sales AVP in the United States. That combination of deep insurance expertise, commercial leadership, and execution focus shapes the practical guidance CS9 Consulting brings to every client engagement.
Revenue growth planning and market positioning
Practical AI implementation for insurance teams
Performance visibility and decision support
Training and execution improvement
Next step
Ready to grow with clarity?
Connect with CS9 Consulting LLC to discuss your goals, your market challenges, and the practical next steps to improve revenue performance.