helping brokers win
in an automated world
The "Financial Engineering" model is fundamentally broken. For too long, the playbook for buying a company has been: extract value, slash costs, and ignore the culture.This destroys the human core that made the business valuable in the first place.
PEQ was founded on the premise that insurance works better when humans are supported, not replaced.
Our approach is simple:
Business is personal
Relationships are the only sustainable competitive advantage. We lead with empathy because people are the heartbeat of every successful agency.
Tech serves People
AI should handle the repetitive and robotic tasks so people can get back to being human. If a machine can do it, a broker shouldn’t have to.
growth through fuel
We don’t gut companies, we give them the tools to thrive. Success comes from empowering teams. not stripping them down for a spreadsheet.
Considering what’s next for your business?
We’re always open to a conversation and happy to share how we work.
Get In Touch:
345 N Fort Lauderdale Beach Blvd, FL 33304, USA
© PlatformEQ. All rights reserved.
how we operate
1. Thesis:
While others look at a brokerage and see an exit, we see the decades you spent building it.
We don’t engineer from a high-rise, we sit at the desks and listen to the people who actually move the needle.
We automate the "noise" so your team can focus on the work only humans can do. By building tools for repetitive tasks, we give your account managers the headspace to solve complex problems for your clients.
We also recognize that for a seller, "moving on" isn't a transaction, it's a transition. So we build systems that handle the administrative load to ensure that protecting your legacy is the most practical path to future growth.
2. alignment
Alignment is the rhythm of a team moving as one. We synchronize every incentive and decision, from concept to execution, so that every individual effort feeds our collective strength. This isn’t a temporary reorganization, it is our permanent operating standard.
3. practice
1. We identify team members' strengths and give them tools to execute faster and more efficiently.
2. We scrap redundant reporting and performative meetings. If it creates an information bottleneck, it goes.
3. We automate repetitive tasks to reduce mental clutter. Less noise means better output and higher focus.
4. We don't track what is "easy" to measure. We track what actually drives value.
4. momentum
We move with purpose without breaking what works. We build change from a stable foundation, at a pace the business can actually absorb. We focus on dependable growth and never mortgage the present to pay for the future
team architecture
When a team is designed well, work feels natural rather than forced. Just as a building needs different materials, some for strength, some for flexibility, and some for vision, every team needs a mix of different perspectives.It takes time to understand the natural rhythm and strengths of every team member, and it’s worth it. Strong teams are ones where everyone’s natural way of working actually helps the person sitting next to them.We spend a lot of time understanding how people naturally prefer to work. When you align a person’s natural strengths with the right role, the business grows, and more importantly, the person thrives.
345 N Fort Lauderdale Beach Blvd, FL 33304, USA
© PlatformEQ. All rights reserved.
the knowledge vault
how we use intelligence
Direct Engagement
The most human-centric way to use technology is to engage with it directly. This means having "conversations" with AI to brainstorm ideas, draft complex emails, or analyze dense documents. By enabling people to use these tools directly, we give them the speed, accuracy, and professional clarity needed to handle their daily workload with renewed confidence.
Embedded Intelligence
True support should often be invisible. We focus on intelligence that is built directly into the software your team already uses—working in the background to flag anomalies or suggest the next best action. This is a non-disruptive way to support skilled knowledge workers. It doesn't add more work to their plate; it reduces the noise so they can focus on high-value client problems.
345 N Fort Lauderdale Beach Blvd, FL 33304, USA
© PlatformEQ. All rights reserved.
open roles
We don't have any open roles at the moment.
Exploratory Call
We’re always interested in meeting exceptional people. Even when we don't have open roles, we’re happy to have exploratory conversations and evaluate opportunities on a case-by-case basis as needs emerge.
PlatformEQ is helping brokers win in an automated world. We're a modern insurance holdco that treats technology as a tool to amplify human talent rather than replace it. By combining automated systems with deep emotional intelligence, we are systematically eliminating the "noise" that keeps insurance professionals from doing their best work.
Why you should consider joining
→ High-Conviction Growth: We are building a permanent home for legacy agencies, backed by an operating model designed for long-term stability and outsized performance.→ The "Bionic" Advantage: Our focus is on practical intelligence that provides teams with speed, accuracy, and professional confidence.→ Direct Impact: Our team is lean and expert-led. You won't be a cog in a machine; you will be the architect of the machine itself, working directly with our founders to orchestrate transformation from a position of strength.→ Noise-Free Environment: We apply our "Vertical Alignment" philosophy to ourselves. We eliminate redundant meetings and performative reporting so you can focus on the work only you can do.
our team
We’re on a mission to prove that the best investment strategy isn't just about the numbers, it's about emotional intelligence. High-integrity leadership isn't just an ethical choice, it’s the most profitable way to operate.
Laurie is the heart of the PlatformEQ approach. Drawing on her degree in cognitive science and career in healthcare and insurance, she bridges the gap between technical efficiency and human performance. She ensures that our evolution is guided by a deep understanding of human behavior and the EQ required for long-term growth.
Joe is the architect behind the PlatformEQ vision. With a career spanning two decades in biotech, fintech, and insurance, he focuses on the intersection of institutional-grade finance and human-centric operations. He leads the development of the high-tech foundation that allows our partners to scale without complexity.
Laurie Gamberg | Co-Founder, US
Joe Mekhael | Co-Founder, Canada
Nomdora Hassan | Accounting Lead
Thia McDowell | Business Implementations Specialist
Karrie Sullivan | Partner, Change Management
Melissa D'Amico | Executive Assistant
our core values
â—† Honesty & Mutual Respect
â—† Executing & Creating Wins
â—† Commitment & Dependable Growth
â—† Self-awareness
â—† Quantification, Systems, & Automation