Inszone Team
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Executives
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Norm Hudson
Norm Hudson is a Principal Owner and Executive Chairman of the Board at Inszone Insurance Services. He brings with him over 20 years of experience in the insurance world. Prior to purchasing Inszone Insurance in 2013, Norm was part of Freeway Insurance/Confie Seguros, one of the largest privately-owned insurance agencies in the United States, where he served as Chief Operating Officer. Before joining Freeway Insurance in October of 2010, Mr. Hudson served as President of Cost-U-Less Insurance, where he began his career in 1997 and quickly ascended to become President in 2006. During his tenure, he expanded Cost-U-Less throughout California by developing and refining back-end processes yielding improved profits for the company. Mr. Hudson has a successful track record in leadership and management roles, helping companies grow and improve efficiency. Now as owner of Inszone Insurance, a preferred lines and commercial insurance agency, Norm is back creating magic, working on growing a successful company once again.
Norm is a husband and father to two daughters and one son. He loves water skiing, riding various off road vehicles, fishing and running various distance events and triathlons.
nhudson@inszoneins.com
916-995-0234
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Chris Walters
Chris Walters is a Principal Owner and CEO at Inszone Insurance Services. A Business Administration graduate of Humboldt State University, Chris is a seasoned sales manager and designated Commercial Lines Coverage Specialist. He brings with him over 15 years of experience, successfully building sales teams in the insurance industry. During his career, Chris has helped thousands of families and businesses protect their investments. Among his accomplishments, he notes his success in building successful sales teams, lasting relationships and his family, as the greatest.
Chris is a husband and father of two beautiful girls. He loves golfing, entertaining, traveling and working hard to accomplish both business and personal goals.
cwalters@inszoneins.com
877-308-9663
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Jit Hazra
Jit Hazra is the CFO at Inszone Insurance Services. Joining the company in 2022, Jit brings over 20 years of financial executive experience in the insurance industry. He served as VP, Head of North American Field Finance for The Hanover Insurance Company from 2012 until 2017, where he helped optimize profitability and growth. Most recently he served as CFO for GGBUS (Gallagher Global Brokerage US) since 2017. A graduate of Michigan State University, Jit holds a bachelor’s in Finance and Business Management. He also earned an MBA from the Booth School of Business at the University of Chicago. In his current role at Inszone he oversees all aspects of Finance & Accounting for the organization, driving the business towards articulating & achieving all financial goals.
On his time off, Jit enjoy spending quality time with his family, cooking, vacationing, listening to classis LPs, and watching movies.
jhazra@inszoneins.com
916-394-8180
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Daniel Miekina
Dan Miekina is COO at Inszone Insurance Services, joining the company in September 2022. Daniel has over two decades of experience in operations across multiple industries, including insurance where he has previously served as an Operational Risk Director and an operations transformation consultant. He was a Senior Manager with PwC and led multiple operating model transformations and strategic assessments. Daniel is a graduate of the University of Denver and received his MBA from Notre Dame. Dan’s primary responsibility and focus is on accelerating the agency’s operational capabilities, and be overseeing all facets of the core business, in collaboration with leaders from across the agency.
Dan is a proud husband and father of three daughters, and loves to cook, golf, and fish in his free time.
dmiekina@inszoneins.com
847-230-3320
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Pat Grignon
Pat Grignon is the Chief Revenue Officer (CRO) at Inszone Insurance Services. Pat has over 15 years of experience as an insurance executive and licensed insurance agent. He holds a bachelor’s degree in Business Administration with a minor in Economics and maintains a designation as a Commercial Lines Coverage Specialist (CLCS). In his previous role at Inszone, Pat oversaw all aspects of the sales division, working diligently to recruit and train every staff member to maximize their potential while becoming more organized and providing the best possible customer experience. Now as CRO, all aspects of sales and service report to Mr. Grignon, and he is laser focused on organic growth, helping the company to achieve it’s goals.
An avid golfer, proud father and husband, and an impeccable man of leisure, Pat is an integral part of the Inszone Team.
pgrignon@inszoneins.com
916-503-6359
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Rich Lemon
Rich Lemon is the Chief Integration Officer at Inszone Insurance Services. An insurance veteran, Rich has over 12 years of experience working in different sectors of the insurance world. He joined Inszone Insurance in 2010 and has quickly risen to be an integral part of the operation and success of the company.
On his time off, Rich enjoys ice hockey and playing drums with his kids.
rlemon@inszoneins.com
916-503-4822
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Management
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Lisa Hermann
Lisa Hermann is the VP of Carrier Relations at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Lamb, Little & Co. With more than 35 years of leadership experience at several top Chicago area insurance agencies, Lisa is a veteran when it comes to insurance. Dedicating the past 25 years to Lamb, Little & Co, she has built a strong client base and was an equity partner in the business. In 2006 she was elected to the agency’ s board of directors where she was responsible for agency operations and carrier relationships in addition to developing new clients. During her tenure with the agency, she participated in several insurance company agency councils working in tandem with other agents and insurance company leaders on various initiatives.
Lisa attended Augustana College, in Rock Island, IL where she obtained her BA in Liberal Arts and holds a master’s degree from Minnesota State University, in Mankato, MN. She earned the professional designation Chartered Property Casualty Underwriter (CPCU) and has participated on several committees with her local chapter.
On a personal note, Lisa loves to stay active, travel and spend time with family and friends. And with over 15 hikes in the books so far, her summertime passion is to hike in the Colorado mountains- especially the 14ers (14,000 ft. above sea level).
lhermann@inszoneins.com
847-230-3252
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Kari Thies
Kari is the Vice President of Employee Benefits at Inszone Insurance Services, joining Inszone in August 2022. She graduated from Purdue University on an accelerated path with a major in business management and minors in marketing and organizational behavior & human resources. Kari grew up in an insurance family and spent her summers interning in the business. She moved into a full-time position in 2007 and now has over 15 years of experience in the employee benefits space. In her current role, Kari is responsible for the overall design and management of the employee benefit experience. Keeping the client experience as the center focus, Kari excels at building strong and efficient teams.
In her free time, Kari spends time with her two girls Maddie & Zoey. She enjoys staying active, enjoying nature, and creating mixed media art.
kthies@inszoneins.com
847-719-7805
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Natalie Fanin
Natalie Fanin is the Vice President of Commercial Lines Service at Inszone Insurance Services. She currently leads a team of managers and is responsible for hiring, training, and empowering insurance professionals to demonstrate high accountability. Natalie started her insurance career in 2006, just days after her 18th birthday which ultimately developed her strong work ethic in the professional field. Prior to joining Inszone in November 2013, Natalie worked with a workers compensation wholesaler and a large insurance agency, holding a management role. Her experience in management, sales, service, and underwriting laid the foundation on how to be a successful insurance professional. Her relationship skills with policyholders, carrier partners and team members has led her to developing a team with a can-do attitude that goes above and beyond creating a great customer experience. Her ability to identify and educate on exposures has led the department in tremendous growth while holding high retention. Natalie continues to take initiative and is impactful in many areas on both the agency and carrier side while developing the next level of leaders that take pride and ownership in their work product.
On her time off, Natalie enjoys reading, hiking, and spending time with her son and really any other kiddos. She is dedicated to investing into the next generation which includes playing tag, roller skating/blading, playing games and teaching them new skills.
nfanin@inszoneins.com
916-503-6294
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Chris Tracy
Chris is a VP Northern California at Inszone Insurance Services. His interest in commercial insurance was piqued in the summer of 2010 during an internship with Zurich North America where he came to appreciate the reward of helping businesses understand and defend themselves from risk. Given his background handling claims for Commercial Middle-Market, Global Corporate, and Large Construction accounts, he is able to provide unique insight to clients. Prior to his time in the commercial insurance field, his interest in human behavior culminated in the attainment of a Master’s Degree.
When Chris is not working, he enjoys spending time with his family and friends, losing golf balls every way imaginable, trying new wines, and hiking.
ctracy@inszoneins.com
916-738-7706
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Norma Villafranca, CCIP
Norma Villafranca is a VP Los Angeles/Central California at Inszone Insurance Services. Her career in the insurance industry goes back to 2008. Before joining Inszone Insurance Services in 2016, she served as an Office Manager, quickly moving up to become District Manager and Area Project Manager for one of the largest personal lines agencies in the country. Norma is exceptionally well-respected, not only for her excellent customer service and high ethical standards but for being an honest, hardworking ally for her customers. The majority of her new clients are referral-based, being recommended by satisfied customers. She is never too busy to help and will do absolutely everything in her power to ensure a great experience.
Since starting at Inszone, she has been awarded some of the agency’s highest honors:
Inszone – Rookie of the Year for 2017
Inszone – Leadership Award for 2018
Inszone – Core Values Award for 2020On her time off, she enjoys spending time outdoors, camping and hiking with her family.
nvillafranca@inszoneins.com
916-503-6273
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Mohsen Khan
Mohsen Khan is a VP Southern California at Inszone Insurance Services. An insurance veteran, Mohsen has over 15 years of experience working specifically in Commercial Lines. He brings a well-established relationship with brokerage underwriters focusing on Hospitality, Contractors, and Property risks. Mohsen is an avid Wine Aficionado holding a WSET Level 3 Degree in Wine & Spirits.
On his time off, Mohsen enjoys exploring the world of wine, traveling, cooking, and cheering for FC Barcelona.
mkhan@inszoneins.com
916-503-6274
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Sara Evans
Sara Evans is the VP Arizona at Inszone Insurance Services. She is a graduate of UNLV and has over 20 years of experience managing many sectors of the insurance world. Throughout the years, Sara has earned a national reputation as one of the best in the business and has been the recipient of top in class awards such as All American Agent and JD Power Agent.
In her current role at Inszone she oversees the state of Arizona, working diligently to recruit, train and motivate every team member to excel in their positions. She understands that by focusing on the customer relationship, the AZ team will continue to deliver an exceptional experience for all of their clients.
During her time off, Sara enjoys spending time outdoors and camping with her husband and two children.
sevans@inszoneins.com
916-503-6304
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Jennifer Turner
Jennifer Turner is the VP Missouri at Inszone Insurance Services, joining Inszone in September 2021 after the merger with Summit Insurance Group. Jennifer is a graduate of Fort Hays State University and has earned designations from the National Alliance of Insurance Agents as a Certified Commercial Insurance Counselor (CIC) and Certified Risk Manager (CRM). Jennifer brings with her over 27 years of experience in personal and commercial risk management knowledge which allows her to help clients implement strong insurance programs for their individual needs. She enjoys training and mentoring insurance sales professionals as they develop deeper knowledge and lasting careers in the industry. One of Jennifer’s niche areas of expertise is the contractor trades and the many insurance requirements involved on large construction projects. She is always looking for ways to bring added value to her client’s insurance buying experience.
On her off time, Jennifer enjoys spending time with her family, traveling, and volunteering. She is a member of Rotary International and a local pet rescue program. She also helps her husband maintain their small acreage including their 4 dogs, 2 goats, and a few honeybee hives.
jturner@inszoneins.com
816-683-9572
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Chris Ewton
Chris Ewton is the VP Texas at Inszone Insurance Services. He is a graduate of Stephen F. Austin State University and began his insurance career in 2000. Chris started with Ratliff Insurance Agency in 2004 which merged with Inszone Insurance in October 2021. He maintains the Commercial Lines Coverage Specialist (CLCS) designation but has extensive experience in Personal Lines insurance. Chris takes pride in providing excellent customer service, developing client relationships and enjoys working with his team to develop the skills necessary to be successful in the insurance industry.
Chris is a proud husband and father to a beautiful daughter. On his off time, Chris enjoys spending time with his family, fishing, hiking, and working around the farm.
cewton@inszoneins.com
214-379-4660
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Ann-Marie DelMonte
Ann-Marie DelMonte is a VP Colorado with Inszone Insurance Services. With twenty-two years in the insurance industry under her belt, Ann-Marie is an insurance veteran. For seven years, Ann-Marie’s career focused on Commercial Line insurance with HUB International Limited, going on to practice commercial insurance with Schaefer Agency, Inc. for nearly a decade. Ann-Marie is known for establishing long-lasting networks with her clients and providing excellent customer service.
Ann-Marie joined Inszone in December 2020 after Inszone merged with Schaefer Insurance Agency in Colorado Springs.
In her leisure, Ann-Marie enjoys spending time on the water with her husband, four sons, and two grandchildren.
adelmonte@inszoneins.com
719-473-3770
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Bouachan Carey
Bouachan Carey is the Vice President of Northern California Personal Lines at Inszone Insurance Services. An Insurance Veteran, Bouachan has over 15 years of experience in the Insurance Industry. She began her career as a personal insurance agent and quickly rose up the ranks to train and lead a variety of insurance teams. Her focus is on training and helping grow a team of insurance specialists that will be able to provide the best service possible to all customers. Bouachan joined Inszone in 2018, tasked with the growth and success of the personal insurance division, and she has not disappointed. Her experience has helped Inszone Insurance to expand into new markets and form stronger relationships with both customers and carriers.
On her time off, Bouachan enjoys spending every minute with her two wonderful kids.
bcarey@inszoneins.com
916-738-7700
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James Choe
James Choe is the Vice President of Bay Area Commercial Sales at Inszone Insurance Services. James was the President of Global Pro Insurance Services located in Pleasanton, California. A veteran of the insurance industry, James has been in the insurance industry for over 25 years, devoted to providing property and casualty insurance services to individual and businesses throughout the Bay Area.
James joined Inszone in March 2020 after the acquisition of his previous company, Global Pro Insurance.
On his time off, James enjoys hiking with his wife and walking his dog.
jchoe@inszoneins.com
925-520-3326
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Thom Polvogt
Thom Polvogt is the VP of Houston Sales at Inszone Insurance Services, joining Inszone in April 2022 after the merger with Caleb Insurance Group. An insurance veteran, Thom has over four decades of working experience in the insurance industry, with 29 of those years with Nationwide. He has been a member of Nationwide Insurance Independent Contractor Association for over two decades years and is a former president. He is also a member of PIA (Professional Insurance Agents) and a Board member of TIPS (a part of PIA).
Thom is a graduate of Colson Fellows (Covert #4) and has been a part of Colson Fellows – Houston for the past 4 years. He is a long-time member of Katy’s First Baptist Church and is a Trustee for the International Mission Board of the Southern Baptist Convention. A graduate of Colorado Christian University (BA) and the University of Colorado (MA).
Thom has been married for more than five decades and has four daughters, 11 grandchildren, and one great grandson. As a 42-year resident of Katy, Thom has been involved with the Fulhire-Katy Chamber of Commerce, the Katy Area Economic Development Council, the Barnabas Group, Katy Rotary Club, Board member of the Katy YMCA, School Board member of Aristoi Classical Academy, Board member of Katy Cares and Center for the Advancement of Reading and English (CARE).
When Thom is not championing one of his numerous causes, he enjoys riding his bicycle and zipping through Katy, Texas on his Honda Gold Wing.
tpolvogt@inszsoneins.com
281-371-6485
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Vito Migliore
Vito Migliore is a VP Employee Benefits Midwest Region at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Lamb, Little & Co. Vito is a graduate of Valparaiso where he majored in accounting and business. He also earned his Chartered Life Underwriter (CLU) designation from The American College.
With over 30 years of insurance experience, he has helped grow the benefits department at Lamb, Little & Co to over $1.7 million in agency commission revenue. He also oversaw the agency’s accounting department and was a managing board member who was involved in the setting of the overall direction for the agency.
Vito has built long standing relationships with his customers and many of them have been with him for more than 20 years. To show how successful he’s been he received top sales recognition in his region when he worked at MetLife and Guardian. To credit his success, he uses a consultative approach when working with his customers to make sure that he is responsive to them no matter what their issue may be.
For over the past 20 years, Vito has also been active in youth sports, coaching hockey, and baseball, he is proud to share that additionally he has his Level 4 hockey coaching designation.
Vito has been married to his wife, Maureen for over 33 years, and they have three adult children that they are very proud of. In his off time, he enjoys spending time with his family, working out and playing hockey and golf.
vmigliore@inszoneins.com
847-230-3286
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Janet Castrejon
Janet Castrejon is the Director of Integration at Inszone Insurance Services, Inc. Janet brings over 20 years of experience in the personal lines insurance market. Prior to joining Inszone, Janet served as Vice President of Operations for Confie Seguros Inc., where she directed and coordinated operations in support of the company’s growth, which includes successfully completing over 100 acquisitions during her tenure.
On her time off, Janet enjoys spending time with her family and friends and enjoys outdoor hobbies such as running and hiking.
jcastrejon@inszoneins.com
916-738-7805
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Amy Hackney
Amy Hackney is the Director of Process Optimization at Inszone Insurance Services. Amy holds a bachelor’s degree in Business Management & Entrepreneurship from Northwood University, has been in the insurance industry since 2002, and has been licensed in Property & Casualty since 2007. Prior to joining Inszone in September 2021, Amy served with multiple insurance companies and held management roles. Amy also led a team of managers and was responsible for spearheading system conversions, integrating staff, workflow trainings and procedures of newly acquired agencies. During her tenure, Amy oversaw one of the largest system conversions at AssuredPartners and converted five systems into one within a 12-month project. She also led the company operationally through M&A which assisted in increasing the company’s revenues from $20m to $50m. Amy has a successful and proven track record in leadership and management, helping companies grow and improve exponentially. Her empathy, patience, organization skills, desire, and ability to solve problems have brought up Amy where she is today.
On her off time, Amy enjoys family activities such as hiking, swimming, and spending time with her husband and daughter.
ahackney@inszoneins.com
916-830-2742
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Trent Julian
Trent Julian is a Benefits Department Manager-West Region at Inszone Insurance Services. He pursued his degree in Communications from the University of the Pacific, where he played football and was a 2-year starter and letterman. He joined Inszone in June 2021 with excellent professional track record in directing sales, marketing, and new business development functions with a proven ability to enhance client relationships for optimum profitability. He has 21 years of professional experience in commercial insurance sales, selling multiple product lines, developing new products, and assisting with market implementation. He takes pride in his strong ability to close deals and is recognized as a successful strategic planner, decision maker and problem solver at the executive level. He is well-versed in territory management of mid to large accounts and is licensed in California, Nevada, Arizona, Florida and Hawaii.
In his professional career, Trent has won multiple Top Performer Awards and has been selected to the Presidents Club.
On his time off, he enjoys hanging out and spending time with his four beautiful daughters.
tjulian@inszoneins.com
951-284-4885
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Corey Elsasser
Corey Elsasser is a Personal Sales Team Manager Specialist at Inszone Insurance Services. He holds a Bachelor of Arts degree in Communications from Cal State University, Fullerton. Corey joined the Inszone team in 2019 after being drawn to the insurance industry as a result of his extensive experience in customer service.
He uses his Communications degree on a daily basis to develop strong working relationships with those in need of personal insurance. His extensive background in organized sports has created an incredibly strong work ethic, which allows him to deliver the highest level of customer service.
In his time off, Corey enjoys snowboarding, the beach, and spending time with family.
celsasser@inszoneins.com
916-842-3016
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Yuritzi Valdiosera
Yuritzi Valdiosera is a Commercial Account Manager Team Lead at Inszone Insurance Services. Her insurance experience started here at Inszone in 2012 in the Personal Lines department, then in the Workers Compensation department and in her current role as Account Manager in the Commercial Property division. Yuritzi has excelled in her tenure at Inszone receiving the Breakthrough Performer award in 2015, Employee of the Year award in 2016 and Sales and Service MVP in 2018.
On her time off, Yuritzi enjoys spending time with her family, participating as Team Mom for her son’s basketball team, and considers herself a Disneyland expert.
yvaldiosera@inszoneins.com
916-503-4671
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Richard Choe
Richard Choe is a Commercial Account Manager Team Lead at Inszone Insurance Services. Richard began his Insurance career in 1999 with a focus on commercial insurance. He brought a fierce determination to help business owners of all sizes protect their investments and quickly developed a large and very loyal client base. He understands that each situation is unique, and prides himself on the ability to develop a deep understanding of a business before creating custom solutions tailored to meet those individual needs.
Richard has always been interested in the constantly evolving insurance landscape and dedicates significant time to stay in tune with the market shifts. Critical knowledge in helping his clients navigate an ever-changing marketplace as well as meeting the dynamic needs of a growing business.
He joined Inszone in September 2020 after the acquisition of his previous company, Global Pacific Insurance Services.
In his spare time, Richard enjoys hiking, backpacking and spending time with his wonderful family.
rchoe@inszoneins.com
925-520-3321
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Inna Drozd
Inna Drozd is a Commercial Account Manager Team Lead at Inszone Insurance Services. Inna joined Inszone Insurance in 2018 and serves all commercial accounts with a focus on workers compensation. She was drawn to insurance because of the growth potential and diversity that the field offers.
On her time off, Inna enjoys spending time with her two kids as well as traveling, sightseeing and taking pictures of everything!
idrozd@inszoneins.com
916-738-7701
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Anayeli Cisneros
Anayeli Cisneros is a Commercial Account Manager Team Lead at Inszone Insurance Services. Anayeli joined the Inszone team in 2017 and brought with her over 2 years of insurance experience. She started as a personal lines agent and transition to the commercial side shortly after. She has grown with knowledge in the past three years that allows her to be able to assist her clients get the coverage they need. Her goal is to build long time relationship with her clients and assist them to get the coverage they need at an affordable price. She is bilingual and fluent in Spanish which gives the opportunity to also assist the Spanish speaking business owners and contractors as well.
On her time off, Anayeli enjoys cooking and spending time with her family.
acisneros@inszoneins.com
916-503-6287
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Erika Roys
Erika Roys is a Commercial Account Manager Team Lead & Branch Manager at Inszone Insurance Services. Erika is originally from Lima, Peru, where she attended Law School at UNIFE University. Erika began her professional career in the insurance industry in 2010 as an Insurance Representative for a reputable insurance agency in Pacific Grove, CA. She brings more than a decade of experience in both personal and commercial lines. Erika currently holds a Certification in Commercial Lines (CLIC) and a Workers’ Compensation Insurance Professional (WCIP) designation and is looking forward to expanding her education. She has been in management roles for almost a decade leading Commercial Lines Teams for well-known agencies. Erika has also directed the implementation of new procedures, software, and third-party services for her prior agencies to help improve their staff efficiency.
Erika is very passionate about insurance. She enjoys assisting her clients with risk analysis, providing the most appropriate coverages and best rates possible. As an established leader, Erika understands trust and support are fundamental factors to a successful team. Her continued focus is to mentor her team in their professional growth in Commercial Lines.
Erika loves music and taught herself to play the guitar at the age of 15. She enjoys road trips and vacations at mountain retreats with her husband and two fur-babies, Junior & Oscar, and visiting her family in her homeland, Peru.
eroys@inszoneins.com
480-591-6918
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Jasmine Cordova
Jasmine Cordova is a Commercial Account Manager Team Lead at Inszone Insurance Services. A Certified Pharmacy Technician, Jasmine has grown with insurance around her, with both of her older sisters being veterans in the insurance industry. She decided to follow the example of her sisters and join the insurance industry. Jasmine enjoys helping clients with their commercial insurance needs, focused on long-term relationship building as well as excellent customer service. She has high aspirations in the insurance industry and her goal is to be better every day.
On her time off, Jasmine enjoys hiking and the outdoors.
jcordova@inszoneins.com
916-737-2107
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Sharon Aragon
Sharon Aragon is a Commercial Account Manager Team Lead at Inszone Insurance Services. She joined Inszone in February 2021 with over 20 years of leadership, customer service and sales experience in both personal and commercial lines of insurance. She holds a designation as a Commercial Lines Coverage Specialist (CLCS) and enjoys working with her customers and reviewing their insurance portfolio to make sure they have the coverage they need at an affordable rate.
Sharon holds an insurance license in almost all states and has quickly grown her customer base all over the country. She continues to enjoy learning new skills and improving her expertise in the insurance industry.
On her time off, Sharon enjoys spending time with her husband and ten grandchildren, fishing, hiking, sitting on the beach or next to a lake with a good book and a glass of fine wine. Sharon also loves traveling and has been able to visit places in Mexico, England, Italy and Hawaii.
saragon@inszoneins.com
916-738-7715
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Ed Prieboy Sr.
Ed Prieboy Sr. is a Benefits Team Lead at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Strachota Insurance Agency, Inc. Ed started his professional career in the insurance industry in 1987 with MetLife. His dedication to his work has allowed him to become a successful insurance agent and he’s held multiple management roles for the past decade. In 2001, Ed joined Strachota and served as a Director of Benefits. And, in a 10-year period, Ed achieved a Million Dollar Round Table Production, through being active within his community.
Ed is still active within his community and enjoys being part of organizations such as, Rotary International, Chamber of Commercial, Boys & Girls Club and many more!
On his off time, Ed enjoys spending time and traveling with his family.
eprieboy@inszoneins.com
951-284-4883
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Pat DiCianni
Pat DiCianni is a Benefits Team Lead at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Strachota Insurance Agency, Inc. At the age of 17, Pat began her insurance career in Chicago. Since then, she has worked for large insurance carriers and agencies. She is also part of a talented team of people who developed the first online claims processing system, worked side-by-side with Consumers System and wrote training materials that she used to train various departments enhanced by the system.
In her current role as a Benefits Team Lead, she is proud to lead a team of exceptional insurance professionals, focusing on Individual Life, Group Health, Group Dental & Vision and Group Life Insurance and she enjoys helping her clients meet their insurance needs for their businesses.
Pat plays an active role as a member of the Lake Elsinore Rotary Club, as well as serving on the Community Advisory Committee for Temecula Valley Hospital.
On her off time, Pat enjoys spending time with her husband, children, and grandchildren.
pdicianni@inszoneins.com
951-284-4876
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Steve Blum
Steve Blum is a Personal Lines Team Lead at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Strachota Insurance Agency, Inc. Steve has been in the insurance industry since 1986 and was one of the first members of Strachota’s Personal Lines Division. After much success in building the department, Steve looked for a new challenge and started selling business insurance to his clients. Steve takes pride in his management skills and believes that the key to being a successful agent and manager is to be a good listener.
Steve is a proud husband, father of three, and a grandfather of two. On his off time, Steve enjoys spending time his family and playing all types of sports.
sblum@inszoneins.com
951-284-4880
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Melody Jones
Melody Jones is a Personal Lines Sales Manager at Inszone Insurance Services. Originally a part of Full Cycle Insurance, Melody became a member of the Inszone team following their recent merger, bringing with her fifteen years of experience in customer service. Before, Melody has been with Full Cycle Insurance since 2017. She prides herself on her excellent customer service skills and her outstanding record of performance.
Melody joined Inszone in December 2020 after the merger with Full Cycle Insurance.
In her leisure, Melody enjoys exploring the outdoors with her Corgi, Boone, and spending time with her husband.
mjones@inszoneins.com
480-755-5419
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Tricia Chimali
Tricia Chimali is a Senior Personal Insurance Specialist/Branch Manager at Inszone Insurance Services. Tricia has over 20 years of experience as a licensed insurance agent, with primary focus on personal lines of insurance, and currently holds a designation as a Certified Insurance Service Representative (CISR). She enjoys helping customers find the best coverage for their circumstances, and finding creative ways to help them understand how the coverage works.
Tricia joined Inszone in May 2021 after the merger with Williams Insurance Services, Inc.
On her time off, Tricia enjoys art, listening to music, cooking and remodeling an old house.
tchimali@inszoneins.com
760-547-2118
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Ruth Garza
Ruth Garza is a Senior Personal Insurance Specialist/Branch Manager at Inszone Insurance Services. Originally with Yuma Foothills Insurance since May of 1999, Ruth became a member of the Inszone team following our merger in September 2021. She is a seasoned insurance professional with over 21 years of experience in Property and Casualty. Ruth is passionate about the services she provides to all her customers and loves to help them with all their insurance needs.
On her off time, Ruth loves to spend time with her husband, family, and enjoys family trips. Ruth’s favorite pastime is reading books.
rgarza@inszoneins.com
928-662-9706
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Laura Brinch
Laura Brinch is a Personal Insurance Specialist / Branch Manager at Inszone Insurance Services, joining Inszone in November 2022 following the merger with Brinch Agency Insurance. She is a fourth-generation insurance professional who grew up in her grandfather’s agency, and officially joined the industry after college. Laura has experience in Personal and Commercial lines and was mentored by her father who instilled the values of integrity and relationships above all. Her favorite roles with Inszone include supporting her teammates, advocating for clients, and solving complex or unusual coverage issues.
During her free time, Laura enjoys hosting family and friends, traveling near or far, weekend home improvements, and endless playtime with her two goldendoodles.
lbrinch@inszoneins.com
586-415-4214
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Commercial Producers
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Theresa Graves
Theresa Graves is a Senior Commercial Insurance Specialist at Inszone Insurance Services. A veteran of the commercial industry, Theresa has been in the commercial industry for over 20 years, with 16 of those years devoted to doing commercial insurance. She began her career writing contractors insurance, and took on the cannabis industry in 2007, now an expert in this growing field. Theresa joined Inszone Insurance over 10 years ago, and has grown to be one of the top Producers and an integral part of the team.
On the personal side, Theresa enjoys spending time with her family, including her husband, 2 children and her mom and sister who she is really close to. Theresa is also a pet lover, enjoys walking her dog and letting him run in the fields chasing squirrels when weather permits.
If you are looking for a Commercial Insurance Agent, feel free to contact Theresa, she is here to help you.
tgraves@inszoneins.com
916-503-4819
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Zack Weinberger
Zack Weinberger is a Senior Commercial Insurance Specialist at Inszone Insurance Services. He joined Inszone Insurance in 2013. Zack has been in the insurance space for over 13 years, helping customers acquire the coverage they need.
On his time off, Zack enjoys cooking and golfing.
zweinberger@inszoneins.com
916-503-6275
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Akilino Jacky
Akilino Jacky, also known as “Ak”, is a Senior Commercial Insurance Specialist at Inszone Insurance Services. He joined Inszone Insurance in 2014 in the accounting department and has grown and developed with the company. In his current role, he enjoys helping contractors, at various stages of their careers, understand how to protect their business that they worked so hard to build.
ajacky@inszoneins.com
916-503-8779
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Carlos Campos, AAI
Carlos Campos is a Senior Commercial Insurance Specialist at Inszone Insurance Services. He has been in the insurance space since 2017 and holds a designation as an Accredited Advisor in Insurance (AAI). Carlos entered the insurance industry because he saw an opportunity to advance his career in a field where he could make a difference in the life of his customers. He has a big desire to help people, and firmly believes that good professional insurance advice is imperative for the success of any business owner.
On his time off, Carlos enjoys spending time with his wife and two young boys. If time permits, he likes to take advantage of the Tucson area to do some road cycling.
ccampos@inszoneins.com
520-257-2777
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Gil Coronado
Gil Coronado is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Strachota Insurance Agency, Inc. Gil attended Cal State Fullerton with an emphasis on business and has been in the insurance industry for two decades. He holds a designation as a Commercial Lines Coverage Specialist (CLCS) and enjoys every moment of working and engaging with his clients. Gil specializes in Commercial Insurance, Workers’ Compensation, Employment Practices Liability, Professional Liability, and along with the licensing he is a great multitasker. He believes educating his clients and working with them until he’s completed the job is the best way to build long-term relationships.
Gil also looks forward to participating alongside Inszone to help serve the needs within the community.
Gil has been married to his wife for 17 years. On his off time, he enjoys being outside, and is passionate when it comes to supporting his daughters, who are competitive dancers. Gil also likes to work around the house to ensure that things are in working order, and he’s looking forward to the day when he can revisit the places he experienced during his global adventures.
gcoronado@inszoneins.com
951-284-4869
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Israel Sepulveda
Israel Sepulveda is a Senior Commercial Insurance Specialist at Inszone Insurance Services. An insurance veteran, he began his insurance career in 2005 with a focus on personal insurance. He switched his focus to commercial insurance when he joined Inszone in 2017. Utilizing a variety of skills honed throughout his many years of industry experience, Israel quickly grew a loyal customer base and has primarily focused on contractors and property risks. To this day he continues to impress with his hard work, consistency and care for each and every one of his customers. He is never too busy to help his clients! If you are looking to obtain or improve your business insurance, Israel will be a valuable asset to your process and planning.
Awards:
2018 Inszone’s Rookie of the YearIn his spare time, Israel enjoys playing sports and spending time with his family.
isepulveda@inszoneins.com
916-503-6285
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Tom Dax
Tom Dax is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Interstate Benefits & Casualty Insurance Services. Tom’s professional career in the insurance industry started in 1993. Licensed in Life and Health, Commercial and Personal Insurance, Tom’s work focuses on writing and servicing commercial lines customers with their business insurance needs, as well as aiding in servicing clients with their personal insurance needs.
Due in part to his background in construction, Tom excels at communicating and finding the right coverage for his customers in the trades and other industries, and prides himself in customer satisfaction and developing relationships that last decades.
Tom and his wife, Deni, have been happily married for 45 years, they have three daughters and eight beautiful grandchildren. When not volunteering at church, their two favorite leisure pursuits are working on their 100-year-old home/property and watching their grandchildren’s sporting events and activities.
tdax@inszoneins.com
530-491-5493
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Ann Pederson
Ann Pederson is a Senior Commercial Insurance Specialist at Inszone Insurance Services. Ann helps business owners with their insurance programs to make certain the have the affordable and comprehensive protection to fit their specific needs. She started in the insurance industry in 2016 after 15 years in the restaurant industry. She grew up in a small town and spent 14 years in the US Air Force National Guard which taught her the meaning of trust, integrity, accountability. Her degree in Financial Planning helps her to understand her clients’ financial needs as business owners and protect what they work hard for. Ann strives for excellence, and her mission is to deliver the best possible service to her clients.
Ann joined Inszone in November 2021 after the merger with her previous company, Stromsoe Insurance Agency.
On her time off, Ann enjoys participating on multiple Committees that focus on helping Veterans transitioning out of the military and Veteran business owners as well as spouses, camping and spending time with her three kids and fiancé, and visiting her hometown in Minnesota (in the summer).
apederson@inszoneins.com
951 297-7496
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Paige Salatino
Paige Salatino is a Commercial Insurance Specialist at Inszone Insurance Services. An insurance professional whose career has spanned 20 years. Originally getting her start in 2002, Paige began in personal insurance field and crossed over into commercial lines and bonds where she has focused for the greater part of her career. Paige has written a wide variety of policies for Beauty/Barber Shops, Restaurants, Lessors Risks, Contractors, Non-Profits, Workers Compensation, Directors & Officers Liability and Business Auto.
Paige truly enjoys working with individuals and businesses, and prides herself in being determined, hardworking and loyal to her customers. Whether you are a small business or a large corporation, you can count on Paige for quality service.
Paige joined Inszone in May 2021 after the merger with Williams Insurance Services, Inc. Paige hit the ground running and was selected as Inszone’s 2021 Champion of Change.
Paige is married to her husband who retired from military duty in 2013. A proud mother of two children – one boy and one girl. On her time off, Paige enjoys family time, BBQs and gaming with her kids.
psalatino@inszoneins.com
760-547-2122
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Dennis Powers
Dennis Powers is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Lamb, Little & Co. Dennis began his career as a private investigator over 29 years ago, specializing in investigating fraudulent insurance claims against employers. He then (prior to becoming an insurance agent) spent over 10 years working as a multi-line claims adjuster with a primary focus on workers compensation claims.
Dennis is a graduate of Western Illinois with a degree in Criminal Justice. In addition, he has attained his Associate in Risk Management (ARM), Associate in Claims (AIC), is a Senior Claims Law Associate (SCLA) and a Chartered Property Casualty Underwriter (CPCU).
Dennis is currently working with small to middle market businesses and has specialized in the design, marketing, and implementation of a client-oriented insurance program. He also provides an expertise in applying the appropriate resources to help his clients contain cost by managing their exposure to risk. His clients include manufacturers, social service agencies, residential cleaners, contractors, and other companies.
He lives with his wife, Jill, in Mount Prospect, IL and they have one child, AJ, who is a student at Ole Miss. In his off time, Dennis enjoys golfing, going to concerts and is a movie fan, specifically the scary ones.
dpowers@inszoneins.com
847-230-3294
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Gary Kalina
Gary Kalina is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Lamb, Little & Co.
As a Commercial Insurance professional, Gary Kalina is charged with providing his clients, and prospective clients, with a full-service solution to risk transfer, risk financing and insurance placements. Gary’s philosophy is that a commercial insurance program is not a commodity that can be simplified into solely a “market price”. Instead, his goal is to work with his company partners to affect his customer’s bottom lines. While this includes providing programs that are sensibly priced it also includes:
- Implementing safety prevention strategies to mitigate costly claims from occurring.
- Providing claims management reviews and consulting to mediate claims that do happen, so they are closed swiftly and accurately.
- Reviewing client contracts from an insurance angle to inform our clients if they are contractually putting themselves at risk.
Gary has had success using this multi-tiered approach to build long-term and strategic relationships with commercial clients in many industries and disciplines. In proving his worth, he has been able earn his client’s business year in and year out – which is good since he believes no one benefits from a onetime insurance transaction that is based simply on premium.
When he does take a break from work, Gary enjoys living in the northern suburbs of Chicago with his wife and two daughters.
gkalina@inszoneins.com
847-230-3268
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Bob Disselhorst
Bob Disselhorst is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Lamb, Little & Co. After completing his bachelor’s degree from Northeastern Illinois University, in 1987 he joined a small insurance agency with his father and has been in the insurance industry ever since.
Bob’s area of expertise is to provide insurance and risk management solutions to individuals and businesses, but specifically to financial institutions, non-profits, habitational, manufacturing and construction clients, with the best possible coverage at the most affordable costs.
Bob is a member of the Crystal Lake Chamber of Commerce and Referral Exchange networking group.
In his off time, Bob enjoys spending time with his wife, three children, three grandsons, and is a devoted golfer.
bdisselhorst@inszoneins.com
847-230-3238
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Lisa Fitzpatrick
Lisa Fitzpatrick is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Desert Mountain Insurance Services, Inc. A seasoned insurance professional, Lisa has been in the insurance industry for more than two decades specializing in benefits and professional liability. She maintains a Society for Human Resource Management – Certified Professional (SHRM-CP) designation. Lisa understands that all clients have a unique solution, and she will take the time to custom build an insurance solution to fit the needs of each individual.
On her time off, Lisa enjoys traveling and spending time with her family and dogs.
lfitzpatrick@inszoneins.com
480-257-1743
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Jainie Yoon CPCU, PCIA
Jainie Yoon is a Senior Commercial Insurance Specialist CPCU, PCIA with Inszone Insurance Services. Her expertise in Commercial Lines (Commercial PKG, WC, EPLI, PROF and others) & Employee Benefits (Group Health/Dental/Vision) makes her a one-stop service for all business owners. Her dedication & meticulous attention to details has helped her get the best out of every deal for her customers. She prides herself in her outstanding performance in customer satisfaction.
Jainie joined Inszone in December 2020 after the merger with her previous company, Golden Ocean Insurance Center.
jyoon@inszoneins.com
213-252-0627
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Stephanie Osorio
Stephanie Osorio is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2022 after the merger with Jack E. Gilbert Insurance Agency Inc. She started her career as a customer service representative in the early 2000s. Due to her diligence in exploring new markets and her reputation among satisfied clients, she quickly rose to the position of lead quoting within the small agency she worked for after obtaining her Property & Casualty license. Her primary focus has been commercial insurance, which provides her with both fast-paced and interesting challenges, which she enjoys. Stephanie is a trusted and knowledgeable source for both clients and associates given that she is always willing to put in extra time or learn a new system or procedure.
She spends her time off with her husband and four children. She enjoys crafting and spending time with her family, playing cooperative board games and taking silly photos.
sosorio@inszoneins.com
(408) 432-0600
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Gustavo Marquez
Gustavo Marquez is a Commercial Insurance Specialist at Inszone Insurance Services. An insurance veteran, Gus has over 10 years of experience working in the insurance Industry. He started with a primary focus on personal lines working for one of the largest independent agencies in the nation. Throughout his tenure he managed multiple locations in the greater Los Angeles area and has successfully built several teams of top level agents.
Gustavo joined Inszone in 2017 and switched his focus to commercial lines of insurance. He takes a wealth of knowledge into his current role, along with unique problem solving skills he’s learned through his years of experience. Gus knows how critical it is to provide the highest level of quality and care to meet all of his client’s business insurance needs.
On his time off, you can probably find Gustavo at the movie theater, reading a good book or exploring the natural wonders in his city.
gmarquez@inszoneins.com
916-503-6295
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Nicole Bill
Nicole Bill is a Commercial Insurance Specialist at Inszone Insurance Services. A graduate from Humboldt State University with a Bachelors of Science in Business Administration. Nicole began her professional career in Banking and Investments, helping people invest for their retirement through Life Insurance and Annuities. Nicole was drawn to the insurance space because she saw an opportunity of growth and help business owners through the confusing aspects of insurance.
On her time off, Nicole enjoys playing with her kids and gardening.
nbill@inszoneins.com
707-440-9441
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Sandy Merrill, CLF, LUTCF
Sandy Merrill is a Commercial Insurance Specialist at Inszone Insurance Services. She is the Owner and Founder of the Mosaic Insurance. In 2019 Inszone and Mosaic merged at which time Sandy took on an integral role focusing on select accounts. She has spent the last 45+ years protecting families in Arizona and across the country. Sandy is a second-generation insurance agent; her mother was in insurance for over 25 years and her daughter has now been in the industry for over 15 years. Having owned her own business for many years she is passionate about helping other business owners properly insure their business.
Thanks to her dedication, knowledge and commitment to her customers, Sandy has been the recipient of some of the top Industry awards:
All Lines All American 10 Years in a Row
Life Diamond Life Leader 8 Years in a Row
Health Company Leader 1 Year
Metlife Arizona Life Leader
Commercial Lines Gold Key Recipient 5 Years in Row
Yavapai NACOG Small Employer of the YearOn her time off, Sandy enjoys crafting and fishing.
smerrill@inszoneins.com
928-227-3268
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Patrick Rhinehart
Patrick Rhinehart is a Commercial Insurance Specialist. He joined Inszone Insurance in 2020 eager to help business owners protect their business and investments. Patrick works primarily with contractors, helping insure them for all the risks they face. Prior to joining the Inszone team, Patrick was a business owner. He and his wife built a donut shop from scratch in 2009 – an experience that allows him to understand the nuances and unique needs of business owners.
In his free time, Patrick enjoys fishing, and spending time with his wife and two kids.
prhinehart@inszoneins.com
916-738-7714
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Robert Wiseman
Robert Wiseman is a Commercial Insurance Specialist at Inszone Insurance Services. Robert is one of the Owners of Wiseman Insurance Agency, a third-generation, family-owned insurance agency founded in 1935. Robert has been active in the insurance agency since 1972 and been involved in the commercial business insurance, group individual benefits and agency management since the first month of working with his father then later completed his Certified Insurance Counselor (CIC) designation in 1980. Robert served as President of the Professional Insurance Agents of Utah and National Director for Utah to the National Association of Professional Insurance Agents.
Robert dedicated 48+ years of his insurance career to Wiseman Insurance Agency then joined Inszone after the company’s merged in November 2020.
On his time off, Robert loves golfing, collecting and fixing up old cars and bicycling.
rwiseman@inszoneins.com
801-655-0507
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Telden Wiseman
Telden Wiseman is a Commercial Insurance Specialist at Inszone Insurance Services. A Certified Insurance Counselor (CIC), Telden has grown with insurance around him, with both of his Father and Uncle being veterans and Principal Owners of a third-generation insurance agency, Wiseman Insurance Agency. Telden started his career in the insurance industry in his mid-twenties as a Commercial Insurance Specialist after a handful of different sales jobs.
Telden has also been very active and involved in state associations such as Independent Agents of Utah (UIA) because it has given so much to his family, in his youth as well as now that he has a family of his own. Telden benefitted a lot from the friendships that he had formed and the networking that he has been able to do with carrier partners.
Telden dedicated most of his insurance career to Wiseman Insurance Agency then joined Inszone after the company’s merged in November 2020.
On his time off, Telden enjoys working out, hiking, camping and biking.
twiseman@inszoneins.com
801-655-0506
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Jared Stutzman
Jared Stutzman is a Commercial Insurance Specialist at Inszone Insurance Services. He joined in August of 2021 with a desire to bring an excellent level of service and knowledge to the insurance industry. Along with a degree in business finance from San Diego State, Jared brings a strong background in real estate and customer service. His passion for insurance comes from the ability to deliver value and maintain long lasting relationships with his clients.
In his free time, Jared enjoys traveling, hiking, and watching the Sacramento Kings.
jstutzman@inszoneins.com
916-738-7713
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Brad Gray
Brad Gray is a Commercial Insurance Specialist at Inszone Insurance Services. He brings with him over 20 years of insurance sales and service experience. Before being acquired in October 2021, Brad managed a satellite agency for Ratliff Insurance in Dallas, Texas. He is well versed in all lines of insurance but enjoys the complexity of the American business and its needs. Brad holds a bachelor’s degree in Psychology and is a four-year college letterman.
Brad has three beautiful women in his life, his wife Jennifer and daughters Tatum and Elliott. On his off time, Brad enjoys traveling, dancing, singing, riding his motorcycle, and cheering for the players and teams in his life.
bgray@inszoneins.com
214-379-4661
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Ronnie Cabral
Ronnie Cabral is a Commercial Insurance Specialist at Inszone Insurance Services. As a former Wholesale Cannabis Insurance Broker, most of his early efforts were focused on teaching Cannabis Continued Education classes to other insurance professionals. Primarily his focus was to educate carrier underwriters and retail brokers on how the plant-touching side of the cannabis industry worked, so they would know how to properly insure their clients. In 2017, Ronnie hosted the FIRST-EVER Cannabis CE class held in an actual dispensary which was fully attended and by many who had never set foot in a cannabis business before.
After much success, he left the insurance industry in 2018 to oversee operations full-time at a licensed cannabis extraction facility that he’d previously helped create in 2016. After a 4-year run and a successful exit, he has returned to insurance and cannabis risk management now having added the real-world experience of being a cannabis business owner and operator.
“Being in the Cannabis Industry, both as someone who has provided insurance to others and one who has needed the same insurance for myself, has given me a unique and broad perspective. I know firsthand the challenges that can arise when you’re running a cannabis business. However, your insurance doesn’t have to be one of them.”, said Ronnie.
On his off time, Ronnie enjoys teaching martial arts and performing up-close magic.
rcabral@inszoneins.com
707-455-3826
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Frank Accurso
Frank Accurso is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in September 2021 after the merger with Summit Insurance Group. Frank specializes in contractors, convenience stores, restaurants, and manufacturing risks, and has been selling Commercial Insurance for more than a decade. He has also owned and managed seven businesses, and the experience of owning and managing several highly successful companies has given Frank insight to help his clients understand how to better operate and insure their own companies.
Frank enjoys helping his clients succeed in business and he takes pride in providing them with solid insurance protection plans. He considers it a privilege and an honor to earn their trust and referrals.
On his off time, Frank enjoys exercising and traveling to check out new golf courses.
faccurso@inszoneins.com
816-683-9579
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Reed Oliff
Reed Oliff is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Lamb, Little & Co. An insurance veteran, Reed has been in the insurance industry for more than three decades. He holds a bachelor’s degree in Finance at the University of Iowa – Tippie School of Business, and maintains designations as an Accredited Advisor of Insurance (AAI) and Certified Insurance Counselor (CIC). Reed is also licensed in Property & Casualty and Life & Health Insurance. He has been a commercial insurance professional specializing in working with employers under 250 employees. Industry specialties include IT firms, contractors, wood workers, pallet operations, building owners, restaurants, truckers & auto service as well as others.
With a wealth of experience in the insurance industry, Reed’s goal is to educate his customers and guide them into protecting their assets to the best of his ability.
On his off time, Reed enjoys collecting vintage baseball cards and competitive cycling.
roliff@inszoneins.com
847-630-3366
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Charles Green
Charles Green is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Lamb, Little & Co. In 1984, Charles graduated from the University of Miami, and then he jumped in with both feet as a Commercial Underwriter for Hartford Insurance.
In 1989 Charles went to work for Peterson Brothers Insurance Agency, (which merged with TA Cummings) and he remained with them until 2018 when he moved his book of business to Lamb, Little & Co.
Charles looks forward to his continued success as he works hard on behalf of his clients to help them get the best insurance possible.
In his off time, he likes to golf, fish, and have tailgate parties with his family and friends.
cgreen@inszoneins.com
847-719-7870
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Phil Perrin
Phil Perrin is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Interstate Benefits & Casualty Insurance Services. Phil holds a bachelor’s degree in Industrial and Organizational Psychology and has worn many hats in business, but his passion has always been commercial insurance. Phil also specializes in group health plans as an offshoot of the industries that he’s a consultant for.
Over the past 13 years Phil has built a book of business from scratch which he uses successfully to ensure that all his clients are continuously covered and are able to make relevant business decisions based on his clients ever changing lives.
Phil is extremely proud to be part of Inszone Insurance Services and he looks forward to the future.
In his off time, Phil enjoys spending time with rather large family and a fun fact about Phil… He was an entrepreneur in aviation and created a patent on a packing machine.
pperrin@inszoneins.com
530-491-5495
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Bryan Funes
Bryan Funes is a Commercial Insurance Specialist at Inszone Insurance Services. Bryan started in the insurance industry in 2021 with Global Guard Insurance. During his time there Bryan was one of their top salesmen/producers in personal lines and when he joined Inszone he switched to commercial lines.
All of Bryan’s work experience has been related to customer service and he prides himself in his work ethics and his strong personality that allows him to provide excellent customer service.
In his off time, Bryan enjoys playing or watching soccer and working on cars. Bryan also went to Cerritos College and enjoys expanding his knowledge in finance and computer science.
bfunes@inszoneins.com
916-394-8172
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Randy Reinhart
Randy Reinhart is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Desert Mountain Insurance Services, Inc. Randy was born and raised in Buffalo, New York. He attended University of Buffalo and graduated as a Cum Laude. Randy has been in the Property & Casualty industry for almost three decades and maintains his MLIS (Management Liability Insurance Specialist) designation. His insurance career has taken him to various cities across the United States including Ellicottville, New York, Reno, Nevada, Burbank, California and Scottsdale, Arizona.
Randy has always enjoyed his various roles in the insurance industry and his highlights have been being able to coach others and collectively solve problems for both his team and clients. He is extremely motivated by seeing and assisting others to live to their full potential.
As a retired ice hockey player, Randy thoroughly enjoys watching his son play on the rugby pitch and fishing for walleye in Northern Ontario.
rreinhart@inszoneins.com
480-348-2200
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Katelyn Haniotes
Katelyn Haniotes is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Desert Mountain Insurance Services, Inc. Katelyn takes pride in providing quality customer service to her clients. She graduated with her bachelor’s degree in Christian Studies with an emphasis in Youth Ministry from Grand Canyon University in December 2019. She is dedicated to helping others and has taken insurance as her route to fulfill that passion.
She has taken her prior experience as a Manager at Dutch Brothers Coffee to provide her current clients with quality products in a timely manner. Her goal as an insurance agent is to help her clients find the best coverage while making the experience as easy and enjoyable for them as possible.
During her off time, Katelyn enjoys spending time outdoors such as hiking or camping, spending quality time with her close companions, and has recently taken up line dancing as a hobby.
khaniotes@inszoneins.com
480-348-2200
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Alfredo Enriquez
Alfredo Enriquez is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2021 after the merger with RISCO Insurance Services, Inc. Alfredo started out in the insurance industry as a Customer Service Representative and moved on to become a Commercial Account Manager where he was able to build his foundation in personal lines and commercial insurance. A graduate of UC Merced, Alfredo holds a bachelor’s degree in Business Administration and during his time at UC Merced he founded Earth Club with the purpose to advance awareness of environmental issues. The club remains today. Alfredo is friendly, connects easily with people, a problem-solver and has a strong foundation in the insurance industry.
On his days off, Alfredo is the Director and Coordinator at Works of Power, Inc, where their focus is to empower individuals to become spirit-filled leaders who impact our society. He also enjoys exercising, being outdoors, road-trips, exploring new cities and restaurants, and most importantly… being happy by doing what he enjoys on his days off.
aenriquez@inszoneins.com
323-923-3457
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Javier Rodriguez
Javier Rodriguez is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2021 after the merger with RISCO Insurance Services Inc. Javier entered the insurance industry in 1979, as an agent with Northwestern Mutual, then in 1984, he founded Rodriguez Insurance Services, a full-service independent property and casualty agency which focused on the emerging Hispanic community.
Javier has refined his skills in risk management and property and casualty, and over the past 35 years, Javier has served on several insurance committees and focus groups. He founded the Hispanic Agents and Broker Association in 1990 and was an appointee of the California Insurance Commissioner to serve on the California Assigned Risk Board and testified before the US Congress Committee on finance in 1993 on accessible and affordability of insurance in the inner cities. In 1999, he incorporated to become RISCO Insurance Services. As a result of Javier’s extensive knowledge of business, and our California Insurance markets, in 2010 he was appointed by the governor of California to join the California Fair Plan Governing Board. In January 2022, RISCO Insurance Service Inc. merged with Inszone Insurance Services, where he leads his team of commercial account managers.
Currently, Javier is involved in directing Works of Power Inc, a non-profit public entity which he founded in 2004. This NGO is a faith-based organization operating in the United States, India, Nepal, Mexico, and Latin America. He also founded the Good Samaritan scholarship program that provides mentorship and scholarship for students in the Southern California inner cities. Javier has also helped low-income students in Southern India with Luz Empowerment Center. Javier’s primary goal is to see individuals reach their highest God-given potential.
jarodriguez@inszoneins.com
323-587-6570
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Daljit Khehra
Daljit Khehra is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in March 2022 after the merger with GM Lawrence Insurance Brokerage where he was one of the top producers of the company. Daljit has over two decades of experience in the commercial trucking industry. He believes in interacting and providing excellent customer service and has built strong relationships within the trucking industry. Daljit holds a bachelor’s degree in Engineering and prior to joining the insurance industry, he was in the IT industry.
Daljit has been married to his wife for more than two decades and is proud husband and father to two wonderful children. He enjoys traveling with his family and friends, and serving the community through charitable organizations. He is also an avid Basketball and Football fan.
dkhehra@inszoneins.com
209-425-0700
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Heather Cavey
Heather Cavey is a Commercial Insurance Specialist at Inszone Insurance. She is new to the insurance industry but believes that her 10 years of experience in customer service have helped her prepare for it. Heather loves helping, building relationships with, and educating her customers. She works from sunrise to sunset for her customers and wants them to feel that she truly cares about their needs.
Heather joined Inszone in June 2022 after the merger with her previous company, The Insurance Place.
During her spare time, Heather volunteers in their kid’s ministry at her church where she loves teaching them and being around them. She also loves spending time with her family. As a Colorado native, Heather enjoys fishing, hiking, and watching sports.
hcavey@inszoneins.com
303-232-3100
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Vanessa Mula
Vanessa Mula is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in 2022 after the merger with her previous company, Employers Choice. She had been in the insurance industry for 15 years before joining Inszone. Her ability to provide value and sustain lasting relationships with her clients fuels her love for insurance. Vanessa volunteers once a month at the San Diego Food Bank, where she helps pack and distribute food to those in need.
Outside of work, Vanessa spends her time with her two kids. Every month, they invite the entire family over for dinner and games. She is also a member of an adult softball team.
vmula@inszoneins.com
760-826-0360
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Tyler Strange
Tyler Strange is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in October 2022 following the merger with Employers Choice Insurance. He attended Sonoma State University for two years and played soccer for the school during that time. Tyler spent almost a year in the insurance industry before joining Inszone. He spent over a decade running a cigar distribution company with a partner before entering the insurance industry. Tyler had many responsibilities, but most significantly was client interactions. Tyler’s strengths include honed customer service skills, as well as being polite, efficient, knowledgeable, and reliable.
During his free time, Tyler enjoys playing golf, going to the beach with his wife, and relaxing at home with their two cats
tstange@inszoneins.com
760-433-9583
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Vanessa Carranza
Vanessa Carranza is a Commercial Lines Insurance Specialist at Inszone Insurance Services, joining Inszone in November 2022 after the merger with Business Insurance Solutions. Vanessa has over a decade of experience in the insurance industry giving her a unique perspective on her clients’ viewpoints while looking at their insurance plans. She started off making cold calls and worked her way up to the business sector. She has the urge to consistently go above and beyond for her clients since she loves what she does, which is one of her strengths. She takes care to find all of her insureds the highest-quality coverage at the most affordable prices and believes that transparency is key.
In her free time, Vanessa likes to work out, spend time outside, read, and indulge in some retail therapy. She enjoys traveling and having adventures with her little family as well as spending time with them.
vcarranza@inszoneins.com
541-357-4272
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Fatima Gomez
Fatima Gomez is a Commercial Insurance Specialist at Inszone Insurance Services. She joined Inszone Insurance in 2019 and has been in the insurance industry for over 12 years, helping customers on their commercial insurance needs.
On her time off, Fatima enjoys spending time with her kids, crafting, and hiking.
fgomez@inszoneins.com
916-737-2112
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Brandon Szymczyk
Brandon Szymczyk is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in April 2022 after the merger with Caleb Insurance Group. Brandon is a native Houstonian and a graduate of Katy High School. He has been in the insurance industry for almost two decades, servicing his clients with their commercial and personal insurance needs. Brandon truly values the relationships he creates with his clients and his goal is to always go above and beyond with his service. He continues to devote himself to serving his clients with affordable insurance plans to help protect their assets from unexpected emergencies. Brandon relates well to his clients and is involved in the Katy community.
If he is not on the golf course, Brandon can be seen at the softball or baseball field with his kids.
brandon@inszoneins.com
281-394-6488
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Ginny Barrett
Ginny Barrett is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in January 2023 after the merger with The Contractors Insurance Group. Ginny gained experience working at an agency that sold property and casualty insurance primarily to contractors through the internet in 2008, and she finds the industry interesting. Over the next few years, her book of business continued to grow and in 2019, alongside her mother, Christine Hill, founded The Contractors Insurance Group. Since then, the business has grown profitably and in coverage to encompass clients in 31 states and the District of Columbia. Her passion and extensive knowledge in the insurance industry have made her an integral part of The Contractors Insurance Group, and she is excited for the continued growth with Inszone Insurance.
Ginny is passionate about focusing on the individual insurance needs of every client and building relationships through trust. One example that she loves is that she, personally and through her business, has supported “Medical Mission Sisters” in their effort to bring children and youth together to sing and play instruments in the Latidos Music Foundation of Barquisimeto, Venezuela.
In her time off, Virginia enjoys traveling and spending time with her children.
gbarrett@inszoneins.com
(480) 536-8600
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Joshua Harrington
Joshua Harrington is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in January 2023. Joshua brings a diverse expertise in Retail Management and Real Estate to Inszone. From leading and developing exceptional customer service teams to planning and executing operations to open new retail locations across the South, Joshua’s journey in retail came to an end when an opportunity to pursue a passion he’s always had, presented itself.
His family owns investment Real Estate, as real estate has always been a part of his life. Josh pursued a Real Estate license, specializing in residential and commercial purchasing and selling, after growing up around investment opportunities and seeing potential in investment. Josh uses this skillset to provide exceptional customer service, as well as industry knowledge, to best help potential and existing clients in choosing the best coverage options for their business.
In his time off, he enjoys cooking for others, plants & horticulture, and kayaking.
jharrington@inszoneins.com
(707) 446-9876
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Christopher Carrillo
Christopher Carrillo is a Commercial Insurance Specialist at Inszone Insurance Services, joining the company in October 2022 after the merger with Employers Choice. He earned an associate degree in Business Administration from MiraCosta College and a bachelor’s degree in finance from CSU San Marcos, where he made the Dean’s List twice. He worked as a consultant for the San Diego North Economic Development Council during his senior year at CSU San Marcos. This working experience highlighted which aspects of his education he prefers to utilize in the professional world. He addressed the need for a small business resource guide, as well as how to establish a business and networking tasks.
Christopher’s professional foundation is based on excellent customer service and a strong work ethic. He started in Administration but was moved straight to the Sales department. Because of his ambition and goals, he was transferred to new sales for their office. He believes that with proper preparation and work ethic, anyone can achieve success. As a result, aside from communication, critical thinking, and numerical ability, his main strength is his work ethic.
In his free time, he enjoys being active, reading, and playing sports. Soccer and basketball are his favorite sports to play. He also enjoys watching soccer more than any other sport.
ccarrillo@inszoneins.com
(760) 826-0365
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Bailey Dean
Bailey Dean is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in October 2022 following the merger with Employers Choice Insurance. She attended California State University San Marcos where she earned a Bachelor of Science degree in Business. She is new in the insurance industry and enjoys learning and excelling every day.
Bailey is a California native who enjoys coastal activities such as walking, swimming, and hiking. In her free time, she loves going outdoors and enjoying nature.
bdean@inszoneins.com
760-826-0362
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Angela Chen
Angela Chen is a Commercial Insurance Specialist at Inszone Insurance Services, joining the company in February 2023 after the merger with Champions Insurance Group. She has been an insurance agent with Champions Insurance Group since 2017, providing customers with home, auto and commercial insurance. She was born and raised in Burma and graduated from Rangoon Arts and Science University with a bachelor’s degree in Chemistry. She spent her post-college years in Taiwan, where she worked as a purchasing manager for Auto Spare Parts & Accessories for a Trading Company for six years before moving to the United States with her family in 1999. She worked as an assistant manager at Southern News Group prior to becoming an agent. Angela is grateful to her customers for their trust over the past two decades. She takes pride in providing professional and exceptional customer service to her clients.
In her free time, she volunteers at her temple, plays with her cat, watches Chinese soap operas, and spends time with her children.
achen@inszoneins.com
(713) 260-8899
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Joanne Lee
Joanne Lee is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Desert Mountain Insurance Services, Inc. In 2019, she received her bachelor’s degree in Biochemistry with a minor in Spanish and spent a few years working directly in the healthcare industry. Joanne is dedicated to helping her clients understand what options are available and to ensure them that their investments and assets are properly protected in the event of an emergency.
Joanne plans to continue expanding her knowledge in the complex world of insurance and is eager to step up to the challenge of finding the best protection plans to fit her clients’ unique needs. She is also fluent in Mandarin Chinese which gives her the opportunity to assist Chinese speaking business owners and individuals as well.
On her off time, Joanne enjoys reading, playing the piano, trying out new recipes and spending time with her family.
jolee@inszoneins.com
480-348-2200
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Richard Park
Richard Park is a Commercial Insurance Specialist at Inszone Insurance Services. Richard brings with him over a decade of knowledge in banking, customer service, financial planning, and business experience.
In addition to his Property and Casualty License, he held a Series 6 and 63 and holds a Life and Variable Contracts License. Richard is skilled in developing long term relationships with clients that led him to becoming one of the top bankers in his region, and because he is determined, ambitious and has unquestionable work ethics, he knows his prior career will translate well into the world of insurance.
In his off time, he enjoys boxing, going to the shooting range, building rifles, hunting, and travelling the world. His goal is to eventually go to every country and sample every cuisine the world has to offer.
rpark@inszoneins.com
714-619-5626
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Jacqueline Olivares
Jacqueline Olivares is a Commercial Insurance Specialist at Inszone Insurance Services. Jacqueline started in the insurance industry right after high school, however insurance runs in the family. Jacqueline’s mother and her two aunts are insurance veterans, with years of experience in the business and are willing and happy to help Jacqueline in her professional growth.
A promising talent with a bright future, she is in the process of furthering her education while becoming involved in all things insurance, allowing her to gain more knowledge to pass on to her clients.
On her off time, Jacqueline enjoys spending time with her family, including her 2 dogs Toby and Max. She also enjoys going to the gym, traveling, and exploring the world.
jaolivares@inszoneins.com
916-379-8612
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Katlyn Sanders
Katlyn Sanders is a Commercial Insurance Specialist at Inszone Insurance Services, joining the company in February 2023, but she has been in the insurance industry since the mid-2010s. Katlyn is a go-getter who is passionate about her work. She believes her personality benefits her in her work, allowing her to build strong, long-lasting relationships with her clients.
In her free time, she loves spending time with her family and friends, going to the park with her son, doing hot yoga, CrossFit, playing pool, and finding great sushi.
ksanders@inszoneins.com
(760) 255-0648
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David Schuster
David Schuster is a Commercial Property Specialist at Inszone Insurance Services. He joined the team in 2020, bringing with him a background centered on real estate and customer service. A graduate of University of California, Davis, David understands the value that a knowledgeable and analytical eye brings to the table.
In his free time, David enjoys spending time with his wife and son, and patiently waiting for George RR Martin to release the next book. “Come on George, nobody lives forever!”
dschuster@inszoneins.com
916-503-8760
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Commercial Account Managers
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Laurie Graves
Laurie Graves is a Senior Commercial Lines Account Manager at Inszone Insurance Services. An insurance veteran, Laurie has over 24 years of experience working in the insurance Industry. Her first 7 years she worked as a personal lines service and service manager, followed by 17 years on the commercial side specializing in Contractors. Laurie has been a part of the Inszone team since 2008, always striving for success for both herself and her clients.
On her time off, Laurie enjoys the outdoors and spending time with her family.
lgraves@inszoneins.com
916-503-4813
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Samantha Fowler
Samantha Fowler is a Senior Commercial Lines Account Manager at Inszone Insurance Services. She has been in the insurance space since 2016, accidentally getting into insurance but loving it as she gained more knowledge and skills. Samantha enjoys helping customers get the best price possible in their policies, as well as being able to interact with all types of businesses along the way. She joined Inszone Insurance in 2018.
On her time off, Samantha enjoys 4 wheeling and rock crawling.
sfowler@inszoneins.com
916-738-7708
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Maria Garza
Maria Garza is a Senior Commercial Lines Account Manager with Inszone Insurance Services. Since her start in 1984, Maria has developed over 35 years of experience in the insurance sector. Her career initially focused on personal lines insurance before transitioning to business-handlings.
Maria joined Inszone in December 2020 after the merger with Kelly-Naney Insurance Agency.
In her leisure, Maria enjoys cooking, yardwork, and spending time with her husband, daughter, two sons, and three grandsons.
mgarza@inszoneins.com
559-224-7133
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Sun Choe
Sun Choe is a Senior Commercial Lines Account Manager with Inszone Insurance Services. While pursuing her bachelor’s degree at California State University, Northridge (CSUN) in 1999, Sun entered the insurance industry with a part-time career as a life insurance agent. After graduation, Sun pursued a career in the Korean film industry for several years but returned to practice insurance in 2007.
Sun began a full-time career in insurance as a Worker’s Compensation Specialist, overseeing complicated audit and resolving experience modification disputes. After joining Golden Ocean Insurance Center, Sun practiced accounting and writing commercial lines insurance. As of November 2020, Sun is WCIRB CompEssentials Certified.
Sun joined Inszone in December 2020 after the merger with her previous company, Golden Ocean Insurance Center.
In her leisure, Sun enjoys swimming, travelling, and snowboarding with her husband and daughter.
schoe@inszoneins.com
213-252-0626
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Paul Lee
Paul Lee is a Senior Commercial Lines Account Manager at Inszone Insurance Services.
Paul is a veteran in the insurance industry, he began his career in 2006 committed to providing the absolute best guidance to his client base. Despite his tenure, he firmly believes a true professional must learn daily and have a solution oriented mindset in order to solve the most complex of problems. He enjoys the engagement and interaction with business owners, and takes pride in knowing his collaboration was critical in helping them expand over the years.
He joined Inszone in September 2020 after the acquisition of his previous company, Global Pacific Insurance Services.
Outside the office, Paul likes to spend his time on music production, photography, videography and movies.
plee@inszoneins.com
925-520-3320
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Angelica Barnett
Angelica Barnett is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Strachota Insurance Agency, Inc. Angela has been a dedicated insurance professional for over 30+ years, where she began her career as a receptionist, later transitioning to Account Manager. In her current role as a Senior Commercial Lines Account Manager, Angelica develops long term relationships with her clients to help meet their needs by determining what is going to be the best insurance coverage to protect their investments from risks. Angelica holds her Bachelor’s degree in Business and a Property & Casualty License, and continuously expands her knowledge by reading the Insurance Journal Weekly and attends webinars and conferences.
On her time off, she enjoys baking, doing home projects, and shopping for new shoes.
abarnett@inszoneins.com
951-284-4860
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Colleen Koch
Colleen Koch is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Strachota Insurance Agency Inc. Colleen began her profession working as an Operations Manager for a building material store for 7 years, and in 2004 she took her expertise and moved it to the insurance industry. Starting as a Customer Service Representative, Colleen took on the Account Manager position where she continued to provide excellent service to her clients with their business insurance needs.
In her current role as a Senior Commercial Lines Account Manager at Inszone, she is responsible for helping our clients identify their needs and determine the insurance options that provide the best value for their business.
On her off time, Colleen enjoys spending time at adult softball games with her family and going on Harley rides with her husband.
ckoch@inszoneins.com
951-284-4863
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David Garcia
David Garcia is a Senior Commercial Lines Account Manager at Inszone Insurance Services. David holds a license in Property and Casualty, Life and Health license, and is currently studying for his Construction Risk and Insurance Specialist (CRIS) designation. David has been in the insurance industry since 2018 and has held a management position focusing on commercial lines in an insurance firm. David takes pride in his customer and leadership experience, and he is dedicated to providing valuable service and creating meaningful relationships with his clients.
On his off time, David enjoys whitewater rafting, kayaking, and cooking.
dgarcia@inszoneins.com
816-683-9576
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Deena Evancik
Deena Evancik is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Strachota Insurance Agency, Inc. An insurance veteran by trade she began her career as a File Clerk, working her way to Receptionist, Customer Service Representative, and Account Manager. Deena has over 23+ years of experience specializing in all aspects of the commercial insurance industry. Her experience in the commercial insurance field has given her invaluable skills necessary to handle any task placed in front of her, and her goal is to obtain the best possible coverage at the lowest attainable price for her clients.
On her time off, she loves spending quality time with her family, hiking and going to church.
devancik@inszoneins.com
951-284-4867
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Felicia Berdiago
Felicia Berdiago is a Senior Commercial Lines Account Manager at Inszone Insurance Services. Felicia graduated with a degree in Finance from the University of Nevada in Las Vegas. Felicia’s professional career in the insurance industry dates back to 2016, when prior to joining Inszone, she worked in the hospitality industry and became a receptionist at an insurance firm in Las Vegas. In 2018, she obtained her license in Personal and Commercial Lines bringing with her an extensive knowledge in the insurance industry.
Felicia’s greatest accomplishment is when she can deliver excellent customer service by providing her clients with the best insurance that fits their needs.
In her off time, Felicia enjoys walking her dog, trying out new restaurants or attractions in Las Vegas, and spending time with her family and friends.
fberdiago@inszoneins.com
916-379-8620
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Jacqui Brown
Jacqui Brown is a Senior Commercial Lines Account Manager at Inszone Insurance Services and holds a bachelor’s degree of Fine Arts in Design from the University of Michigan. She has been in the commercial insurance industry for almost 17 years, with 2 of those years being devoted to personal insurance. Jacqui started her insurance career with Travelers and worked on getting her master’s in business administration in Accounting. In 2013, she went back to the insurance space and worked with multiple companies, with a focus on both personal and commercial lines insurance, until she decided to join Inszone in August 2021.
Jacqui enjoys explaining coverages to the insured, making them understand their policies and why they need certain coverages to protect them from hazards and risks. Jacqui is a teacher at heart and her job helps her to accomplish teaching others.
On her off time, Jacqui enjoys spending time outdoors with her border collie, cats, and chicken. She also enjoys baking and is an avid fan of the Michigan Wolverines!
jbrown@inszoneins.com
916-737-2116
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Louis Bouchard
Louis Bouchard is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Interstate Benefits & Casualty Insurance Services. With more than twenty-five years of customer service and sales experience, Louis uses his people skills and problem-solving abilities to help his clients protect their businesses and assets. His organizational skills and attention to detail have made him an integral part of the IB&C team, and he’s looking forward to continuing his growth with Inszone Insurance.
Louis has been married to his wife Crystal, since 1988. Together they have raised three wonderful children and are excited to welcome the birth of their first grandchild. On his off time, Louis takes great satisfaction in being of service to his family, church, and community. Louis and his family also have had many adventures riding off road motorcycles and looking forward to many more with his adult kids and growing family.
lbouchard@inszoneins.com
530-491-5496
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Wendy Ward
Wendy Ward is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in September 2021 after the merger with Summit Insurance Group. At the early age of 18, while putting herself through college to earn her Business Administration Degree with a Minor in Accounting, she worked as a receptionist for an independent insurance agency.
Wendy, through the National Alliance of Insurance Agents program, expanded upon her insurance knowledge becoming a Certified Insurance Customer Service Representative (CISR). She then went on to be the Head of Service for their personal lines department of an independent insurance agency, and then transitioned to doing commercial insurance service work.
Wendy has a tremendous knowledge of carriers, markets and has trained many other new account managers along the way. It’s a frequent event of Wendy’s clients to comment on their appreciation for her dedication and exceptional service.
On her off time, Wendy loves sending time with her three children. When she is not busy with one of her children’s extracurricular activities, she enjoys camping, fishing, crocheting, and reading.
wward@inszoneins.com
816-683-9574
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Katie Densmore
Katie Densmore is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in December 2022 after the merger with Jack E. Gilbert Insurance Agency, Inc. Katie began her insurance career in 2011 when she took a role as a front desk admin for a small insurance agency. She quickly obtained her Property and Casualty license and began assisting with policy inquiries, renewals and quoting. Throughout the years she continued to expand her knowledge and eventually landed in the Commercial Lines department, where she generally works with small business owners. She takes great pride in helping her clients manage and protect their most valuable assets, and absolutely loves seeing her clients flourish and grow into larger operations.
In her off time, Katie enjoys being a mom and spending quality time with her family. She has a creative spirit and loves to paint, practice her photography skills, and cook.
kdensmore@inszoneins.com
(408) 432-0600
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Monika Torrez
Monika Torrez is a Senior Commercial Lines Account Manager with Inszone Insurance Services. Since starting in 2010, Monika has accumulated over a decade’s worth of knowledge from experience in the insurance sector. Monika finds delight in aiding her customers decide on the coverage that best suits their insurance needs and having her clients leave better informed of their insurance.
Monika Torrez joined Inszone in December 2020 after the merger with Schaefer Insurance Agency.
mtorrez@inszoneins.com
719-633-2642
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Amanda Moore
Amanda Moore is a Commercial Lines Account Manager at Inszone Insurance Services. Amanda is new to the insurance space but not to customer service, she has over 18 years of experience under her belt in the financial services industry. She brings an amazing amount of customer service experience in order to help all of her customers here at Inszone insurance. Amanda joined Inszone Insurance in 2017.
On her time off, Amanda enjoys being a mom to her 3 adopted daughters and she is an avid advocate for children in need.
amoore@inszoneins.com
916-503-6303
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Natasha Fanin
Natasha Fanin is a Commercial Lines Account Manager at Inszone Insurance Services. She is new to the insurance industry but comes from a family that is highly invested in insurance industry and she has been able to receive a lot of guidance from them as she enters into the insurance space. Natasha chose to pursue a career in insurance because she enjoys learning the new guidelines, rules and coverage forms in insurance. Her goal is to continue to grow with Inszone and pass on her knowledge to business owners. Natasha joined Inszone Insurance in 2018.
On her time off, Natasha enjoys spending time with her son and loves to work as a professional baker in her spare time.
nafanin@inszoneins.com
916-738-7710
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Hea San Sin
Hea San Sin is a Commercial Lines Account Manager at Inszone Insurance Services. Hea San started her career in the insurance space as an insurance agent from the personal insurance side, then quickly became the Company Trainer and District Manager in 2003. Hea San was drawn into the insurance industry because she saw an opportunity to help individuals and businesses with their insurance needs by identifying their needs and educating them on how the proper insurance coverage can protect their families and businesses from risks.
Hea San joined Inszone in March 2020 after the acquisition of her previous company, Global Pro Insurance.
On her time off, Hea San enjoys gardening and traveling with friends and family.
hsin@inszoneins.com
916-503-4951
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Jonathan Campos
Jonathan Campos is a Commercial Lines Account Manager at Inszone Insurance Services. Jonathan joined Inszone in 2020 and has been helping our clients with their commercial insurance needs. Jonathan was drawn to insurance industry out of his desire to help other people through insurance.
On his time off, Jonathan enjoys hanging out with his friends and family and playing sports.
jcampos@inszoneins.com
520-257-3174
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Jerry Hudson
Jerry Hudson is a Commercial Lines Account Manager at Inszone Insurance Services. Jerry started his career in the insurance industry in 2019 and focusing on building relationships with clients at Inszone, instilling the foundations of the company in his work.
On his time off, Jerry enjoys cooking and playing the piano.
jhudson@inszoneins.com
916-503-6360
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Esmeralda Gamez
Esmeralda Gamez is a Commercial Lines Account Manager at Inszone Insurance Services. An Insurance Veteran, Esmeralda has over 25 years of experience in the Insurance Industry. Esmeralda’s working experience comes from being a Senior Underwriter, Auditor, and Specialist in the personal side of insurance and financial industry. Esmeralda was responsible for underwriting and auditing a complex personal lines book of over 1 million dollars, primarily covering the entire state of California. She stayed in the highest tier of customer loyalty scores by maintaining appropriate timely manners on service requests.
Esmeralda has brought her past work experience over to the commercial side of insurance because commercial insurance has always been an interest to her and she likes to help people with their coverage and educate them on the lines of business they can cover.
On her time off, Esmeralda loves to listen to music, write short stories or poems, and spend time with her two beautiful young boys.
egamez@inszoneins.com
916-738-7817
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Dawn Marsh
Dawn Marsh is a Commercial Lines Account Manager at Inszone Insurance Services. She joined Inszone in 2019 and continues to grow in her role managing ongoing commercial clients, retention of new and renewal clients and maintaining high service standards.
During her down time, she spends time with family and loves to go camping.
dmarsh@inszoneins.com
520-586-2226
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Bill Krist
Bill Krist is a Commercial Lines Account Manager at Inszone Insurance Services. He joined Inszone Insurance in 1998, one of our oldest and most experienced employees. Bill has been a licensed agent since 2001, and since then has actively worked to become an expert in the insurance space. He enjoys sharing his experience and knowledge in the insurance field with all of his customers.
bkrist@inszoneins.com
916-503-4806
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Sohaib Khan
Sohaib Khan is a Commercial Lines Account Manager at Inszone Insurance Services. He started his insurance career in 2016 working at a family friend’s agency. He quickly developed a robust skill set and also a passion for service. He knows the value that an established relationship brings to his clients and prides himself on making that a top priority. Sohaib will be proactive, taking the initiative to discover potential problems and provide a wide range of solutions for his customers.
Previously working at ISU Global Business Insurance Agency, who merged with Inszone in March 2020, he brings over his expertise to the Inszone team when he joined in October 2020.
On his time off, Sohaib enjoys spending time with friends and family, playing video games and is working toward his Bachelor’s Degree.
skhan@inszoneins.com
916-738-7819
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Shaunna Gage
Shaunna Gage is a Commercial Lines Account Manager at Inszone Insurance Services. An insurance veteran with Certified Insurance Service Representative (CISR) designation, her working experience in the insurance industry goes back to 2002. Initially a receptionist, Shaunna was quickly promoted to Customer Service Representative specializing in Commercial Lines after only a year. Shaunna was trained by professional underwriters and account managers who showed her the ropes of the complex world of insurance.
Shaunna prides herself in implementing CSR training protocols that are still used today in the previous agency she worked for. She has been privileged to train talented CSRs during this time and firmly believes in the importance of “paying it forward” in helping to train a new generation of great CSRs.
Shaunna has volunteered at numerous non-profit organizations such as the Fund-Raising Committee for Habitat for Humanity in Northern Michigan, and helping to institute community gardens to help feed the homeless in Utah.
On her time off, Shaunna enjoys reading Agatha Christie’s books and doting on her four children and three grandsons. She also loves hand crafts such as knitting, crocheting, cross-stitching and making Ukrainian eggs.
sgage@inszoneins.com
801-655-0304
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Julie Berry
Julie Berry is a Commercial Lines Account Manager at Inszone Insurance Services. Julie joined the Inszone team in May 2021. With almost three decades of professional experience, Julie is truly a seasoned veteran in the customer care and insurance field. She worked for Intel as an HR Specialist and AT&T as a Customer Care Trainer and Specialist. Most recently she has worked at the Leavitt Group for the last couple decades as an Insurance Account Manager Customer Care Rep. Julie is passionate when it comes to assisting her clients with her insurance needs. She works each day to help her clients achieve their business goals and make their lives easier.
Julie is a proud mother of two beautiful girls who are active in various clubs, church, marching bands, and community theaters. Julie has a passion for caring for people. It is her “Touch Down, Home Run, Goal!” She takes care of her community as a Teacher, Organizer and Friend. She has worked as a volunteer her whole life with her church helping kids and adults alike. Julie helps with pioneer events where she lives. She currently is an American Youth Soccer Organization, Area Treasurer. She has worked at different levels with AYSO, a Regional Coach, CVPA & Regional Treasurer. Julie believes that we are all building people when we work with kids. Soccer as a vehicle that gives the kids skills and structure to make them a player, a potentially a skilled leader and team player in life! With passion, she works each day to make others’ lives better.
Let’s find the WIN/WIN in each situation!
jberry@inszoneins.com
816-683-9578
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Vanessa Valencia
Vanessa Valencia is a Commercial Lines Account Manager at Inszone Insurance Services. She pursued her education at Parlier High School, and later attended Reedley College where she took an associate degree in Science in Administrative Justice. Vanessa has been in the insurance industry since 2018, and is working on learning and growing as a commercial insurance agent. In her current role, she ensures her customers are properly covered and their investments are protected from hazards and risks. Vanessa is fluent in Spanish which gives her the opportunity to also assist Spanish-speaking clients.
Vanessa joined Inszone in April 2021 after the merger with Valley Regional Insurance Services.
On her time off, Vanessa enjoys watching movies and listening to music.
vvalencia@inszoneins.com
559-547-2191
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Carla Banuelos
Carla Banuelos is a Commercial Lines Account Manager at Inszone Insurance Services. At age of 18, Carla began her career in insurance when she went to work for State Farm Insurance and obtained her Property & Casualty and Life & Health licenses. At State Farm she served as a sales agent for four years, assisting her clients with all their insurance needs. Carla also had the honor of working with new agents to build a book of business and helped them to become the top commercial agents in their territory.
For the next few years Carla worked in the logistics industry as an account manager, but it was her love for educating and helping others with their insurance needs, that brought her back to the insurance industry. Now, Carla prides herself with her positive attitude, sense of humor, and building great relationships with her clients. Carla is bilingual and fluent in Spanish, which gives her the opportunity to better assist Spanish-speaking business owners.
On her off time, Carla enjoys hiking, going on adventures and staying active. She also enjoys reading, sunsets and jogging by the beach.
cbanuelos@inszoneins.com
916-737-2108
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Malorie Pain
Malorie Pain is a Commercial Lines Account Manager at Inszone Insurance Services. She has been in the insurance industry since 2019, focusing her career on the commercial lines side of insurance, providing excellent service to her clients. Malorie is always eager to learn, and continues to improve herself to be better able to serve her customers.
Malorie joined Inszone in May 2021 after the merger with Williams Insurance Services, Inc.
On her time off, Malorie enjoys traveling and taking on new adventures in different tourist destinations.
mpain@inszoneins.com
760-547-2119
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Emily Ericson
Emily Ericson is a Commercial Lines Account Manager at Inszone Insurance Services. She graduated with her Associates in Communication Studies & Sociology and joined Inszone in October 2021, bringing with her a wealth of customer service experience. Emily began her insurance career at Progressive where she worked as a Customer Service Representative and later joined a local brokerage firm as an Employee Benefits Coordinator.
Emily is passionate about advocating for her clients’ needs and is always looking out for their best interest. She has spent most of her professional career in customer service roles and prides herself in helping to keep her customers protected from unexpected emergencies.
On her off time, Emily enjoys painting, hand embroidery, and sewing. She is a member of the Crocker Art Museum in Sacramento and visits as often as she can. She is also a chick flicks and musicals aficionado and has a large and ever-expanding collection of Princess Tiana memorabilia.
eericson@inszoneins.com
916-738-7812
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Irma Estrada
Irma Estrada is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in October 2021 after the merger with Ratliff Insurance Agency. She has been in the insurance industry since 2014, working in both Personal and Commercial Lines insurance. Irma enjoys establishing new relationships with clients and making sure they are protected in every way possible. She believes that one of the ways to a successful career is by treating clients with respect.
On her off time, Irma enjoys camping and hanging out with her close family and friends. She lives her life to the fullest by traveling and getting to explore new places.
iestrada@inszoneins.com
214-379-4662
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Rebeca Cabrera
Rebeca Cabrera is a Commercial Lines Account Manager at Inszone Insurance Services. Rebeca is a small farm town girl from Riverdale, California. She graduated from Riverdale High School and continued her education at Fresno City College in their Business Administrative program. Rebeca started her career in the insurance industry in 2011 as a Personal Lines Customer Service Representative. The opportunity came forward in 2013 for Rebeca to be a Farm/Ranch Customer Service Representative, where she was quickly promoted to an Account Manager and has gained most of her knowledge in the commercial insurance field. She was a dedicated Farm & Ranch/Agribusiness Account Manager for eight years prior joining Inszone in September 2021.
Rebeca strives to provide the best service and experience possible to her clients. Her goal is to provide them with the best insurance plans available and help them make the best-informed decision for their specific insurance needs. Rebeca is only a call away, and rest assured, you can count on her with your commercial insurance needs.
Rebeca is a proud mother to a new born beautiful baby boy and a wife to her husband. On her off time, Rebeca enjoys spending time with her family and binge-watching their favorite series on Netflix. She also enjoys dancing, singing, traveling, trying different restaurants, and listening to her music playlist on full volume.
rcabrera@inszoneins.com
559-547-2194
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Capri Segeberg
Capri Segeberg is a Commercial Lines Account Manager at Inszone Insurance Services and is an alumna of Cal State Fullerton. Capri is also a veteran when it comes to being a customer service specialist, working at Nordstrom for eight years, she worked her way up to the management team. A few years ago, Capri started her career in the insurance industry and now she’s our go-to for helping us serve our clients and communities at a very high level— And she lives and breathes a high golden standard of providing excellent care for her customers and our team!
Capri joined Inszone in November 2021 after the merger with her previous company, Stromsoe Insurance Agency.
On her off time, Capri enjoys watching her kids’ soccer matches, track meets, and spending time with family. When her family is in town, you might just catch her at the wineries and if you do make sure you say, “hello”.
csegeberg@inszoneins.com
951-249-7003
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Ruina Opina
Ruina Opina is a Commercial Lines Account Manager at Inszone Insurance Services. With over 20 years of customer service experience, she is equipped to assist our team wherever needed. Ruina obtained her insurance license in 2020 and is learning every day how to be able to better serve our clients and our community.
Ruina joined Inszone in November 2021 after the merger with her previous company, Stromsoe Insurance Agency.
On her off time, Ruina enjoys making memories with her husband and three kids.
ropina@inszoneins.com
951-249-7002
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Demetric Cardenas
Demetric Cardenas is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in November 2021 after the merger with Cardenas Insurance Services. In Demetric’s professional career, educational advancements have built a strong foundation in his growth. He develops his skills with continued and ongoing learning. His efforts come from communicating and engaging with others to set common ground. In his early work, Demetric was a Team Safety Lead and while working for a distribution center, he was able to establish time management as a delivery driver.
Growing in a family-owned brokerage has helped Demetric learn the ins and outs of the complex world of insurance. His strengths comes from communicating and collaborating with others to offer the best customer service to his clients.
Demetric also loves to get involved within his community. He gives back through donations to The Funding America Network and has donated his time to support families in his community. On his off time, Demetric enjoys his passion, art, and spending time with his family.
dcardenas@inszoneins.com
909-718-8155
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Victoria Wilson
Victoria Wilson is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Strachota Insurance Agency, Inc. Victoria began her career within the insurance industry by working through each summer at her father’s office in the mail room and as their backup Receptionist. She then worked her way up to a full-time position as an Underwriter Assistant. In 2009 she moved to the agency side and has worked in various positions. She enjoys helping her clients with all of their insurance needs and is continually learning new aspects of the overall industry.
On her off time, Victoria is active with her daughter in Girl Scouts and her son in various sports activities. She is also busy with her four Blue Heeler/Border Collie Dogs.
vwilson@inszoneins.com
951-284-4881
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Jessica Saenz
Jessica Saenz is a Commercial Lines Account Manager at Inszone Insurance Services. Born and raised in Yuma, Jessica comes from a loving family with strong family values. Jessica has been in the insurance industry for more than a decade. She initially started her career as a Claims Processor and decided to go another route as an Insurance Producer with State Farm, and obtained her Property & Casualty AZ state license. Jessica was trained not only to close sales but to make sure her customers are educated on what they are paying for and that they are properly covered from hazards and risks. She is passionate about her job as an insurance producer and always strives to provide the best service possible to her clients.
Jessica is the proud mother of three amazing (full of energy) kiddos. On her off time, she enjoys baking and spending time with her kids. Their family hobbies are heading out to the dunes, riding their UTVs, and glamping.
jsaenz@inszoneins.com
928-662-9709
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Dorota Maciasz
Dorota Maciasz is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Lamb, Little & Co. Dorota began her insurance career in 2008 at a very small agency in Chicago, IL, where she quickly gained knowledge and moved on to become a Commercial Lines Service Representative at TA Agency in Skokie, IL.
In May of 2018, Charlie Green, brought his book of business to Lamb, Little & Company and Dorota followed him. Since then, the two of them have been working side-by-side servicing commercial lines only accounts. Charlie’s book of business includes contractors, manufacturers, distributors, condo associations, restaurants and many more. Dorota is also proud to share that in 2018 she earned her Certified Insurance Service Representative (CISR) designation.
Outside of work, she is the mom of three children, Hanna, Filip and Zuzanna. In her off time, she enjoys spending time with her family, hiking, fishing, and biking.
dmaciasz@inszoneins.com
847-719-7876
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Sharon Caruso
Sharon Caruso is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Lamb, Little & Co. Sharon has over three decades of experience in administration and management of insurance plans. Through her years in the industry, Sharon has developed strong multi-tasking, organizational and problem-solving skills which enable her to provide exemplary service to her clients.
Away from the office, she enjoys spending time with family and friends, live music festivals and travel … especially to places with palm trees.
scaruso@inszoneins.com
847-230-3368
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Sandy Crespin
Sandy Crespin is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Lamb, Little & Co. Sandy was born and raised in New Mexico and graduated from New Mexico State University. In 1977 she moved to a small town in Arizona where she started her insurance career in personal lines and moved on to commercial lines specializing in non-profit organizations and school districts. Through multiple expansions and acquisitions, she was soon managing multiple offices in the Southern Arizona territory. Sandy loved the beautiful warm and sunny Southwest but in 2014 she decided to move to the Chicago area to be closer to her kids and grandkids. And while Sandy is not a fan of the winters, she enjoys all the other aspects of the region and now she is happy to call Chicago her home.
And, because her clients are her business, and it’s critical that she takes care of her clients’ needs, after relocating, Sandy continued working in commercial lines and is currently licensed in Wisconsin and Illinois. She takes pride in building strong relationships with her clients and works hard to exceed their needs and expectations.
When Sandy leaves the office, she enjoys crafting, game nights, family time, and spending time outdoors. She also loves movie nights, sleepovers, and playdates with her grandkids.
screspin@inszoneins.com
847-719-7877
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Susan Merrill-Garcia
Susan Merrill-Garcia is a Commercial Lines Account Manager at Inszone Insurance Services. Susan has been in the insurance industry for over 30 years. She got her first job in an insurance agency in 1998 and got her P&C license in 1999. She never finds insurance boring. Finding coverage for unusual risks or working with new adventures is what keeps her on her toes. She believes that educating customers about the policy coverage and limits is vital so that they understand what they are purchasing and why it is beneficial.
Outside of work, Susan loves listening to music and is passionate about supporting local bands. She also works with an Arizona based non-profit called Unity Through Community who support and encourage artistic growth advocacy, education of the arts, and community services. She and her husband enjoy traveling, doing thrift store shopping, and spoiling their two amazing granddaughters.
susan@inszoneins.com
480-591-6917
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Sara Speck
Sara Speck is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Desert Mountain Insurance Services, Inc. Sara brings with her almost three decades of working experience in the insurance industry with a focus on underwriting, human resources, statutory compliance, internal auditing, insurance fraud tracking, accounting, new hire training and operations. Sara has always considered her clients’ satisfaction critical and continues to maintain excellent customer service. With her experience in the insurance industry, you can’t be in better hands than with Sara.
On her off time, Sara enjoys cooking and baking – anything from homemade pasta to wedding cakes. She also loves to travel and visits Hawaii and other tropical locations every year.
sspeck@inszoneins.com
480-348-2200
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Cheryl Kindernay
Cheryl Kindernay is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Desert Mountain Insurance Services, Inc. She has been in the insurance industry for over 25 years. Starting out as a billing clerk, she received her P&C license, then started climbing the commercial lines ladder to where she is today.
She enjoys being on the commercial lines team working with all types of clients and insurance services. Cheryl recently moved to Arizona from the Windy City to be closer to her family and out of the cold weather.
During her time off, she enjoys line dancing, pickle ball and the Arizona sun.
ckindernay@inszoneins.com
480-348-2200
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Jesse Schmaus
Jesse Schmaus is a Commercial Lines Account Manager at Inszone Insurance Services. Jesse pursued his education from Illinois State University and graduated with two bachelor’s degrees in Economics and English Studies. He has been in the insurance industry since 2019 and was a previous agency owner prior to joining Inszone Insurance. Before transitioning into the insurance industry, Jesse had gained experience in restaurant management, warehouse management and real estate. Jesse prides himself in his customer service skills and enjoys building great relationships with his clients.
Jesse is a proud husband of a beautiful wife, and fur dad of three dogs and a cat. On his time off, Jesse enjoys spending time and creating memories with his growing family.
jschmaus@inszoneins.com
847-865-8487
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Samantha Brown
Samantha Brown is a Commercial Lines Account Manager at Inszone Insurance Services. Samantha has been a licensed insurance agent since 2011. She started at Farmers Insurance for two years specializing in Personal Lines, then moved to OOIDA where she specialized in Commercial Lines for trucking operations for almost a decade. She also has experience as one of the top producing sales agents, training sales and customer service agents, and as the insurance department’s team lead. Samantha joined Inszone with the intention to grow her knowledge and expertise in the insurance industry. One of the things she loves about insurance is getting to build a rapport with clients from all around the nation and from all walks of life.
On her off time, Samantha enjoys watching her children (one boy and one girl) play sports, camping and traveling, playing recreational volleyball, reading, and crafting. Samantha is a huge animal lover and a proud fur-mom of three dogs.
sbrown@inszoneins.com
816-683-9580
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Candyce Alfano
Candyce Alfano is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in April 2022 after the merger with Caleb Insurance Group. Candyce has decided to join Inszone for the opportunity to share her knowledge with her commercial customers. Candyce is known to be a person who loves to learn new things and catches on very quickly. She is determined to help her clients get the right insurance at the best value and strives to exceed her customers’ expectations by providing them with excellent customer service, no matter what the circumstances may be.
Candyce is a Katy native of almost four decades. She attended Katy High School and loves the Katy community. Candyce has two beautiful daughters, Ryleigh and Presley who bring joy to her life every day. She is happily married with her husband who also own a pool cleaning/service company and a mobile bartending company.
calfano@inszoneins.com
281-992-7721
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Jaky Artaza
Jaky Artaza is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in April 2022 after the merger with Caleb Insurance Group. Jaky has been in the commercial insurance space since 2017 and a licensed agent. Prior to joining Inszone, Jaky led Caleb Insurance Agency’s Commercial Accounts Division and worked in all phases of coverage from new accounts to processing renewals and everything in between. With special attention to detail and uncommon tenacity, she strives to make the insurance process as simple and pleasant as possible for her clients.
Jaky has been a resident of Katy, Texas for more than two decades and she is a proud mother of three. On her time off, Jaky enjoys reading, watching documentaries, and watching her kids play sports.
jartaza@inszoneins.com
281-519-0063
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Ryan Butler
Ryan Butler is a Commercial Lines Account Manager at Inszone Insurance Services. He has been in the insurance industry since 1993. Ryan was with Rhodes Insurance Agency, a Lee’s Summit family-owned agency, for over 30 years until the owners’ retirement. At that point, in 2022, he joined Inszone Insurance. Ryan enjoys getting to know his clients, building trusted relationships, and providing quality customer service.
In his free time, Ryan enjoys spending time with his wife and two children, enjoying water sports, and bike riding.
rbutler@inszoneins.com
816-683-9581
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Kaila Staggs
Kaila Staggs is a Commercial Lines Account Manager at Inszone Insurance Services. Prior to joining Inszone, Kaila was a Supply Chain Coordinator and a Bartender at a local brewery in Clovis, CA. She graduated from San Jose State with a bachelor’s degree in Business Administration. Kaila has a passion for event planning, and currently working on pursuing that as her side hustle. She prides herself in her diligence and understands the important of efficiency and dedication when it comes to her customers. She loves to get creative and make their assets protected from risks.
On her time off, you can see Kaila at the lake, pool side, or at local breweries.
kstaggs@inszoneins.com
559-224-7166
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Mariya Benza
Mariya Benza is a Commercial Lines Account Manager at Inszone Insurance Services. Mariya joined the Inszone team in 2022 and is excited to continue expanding her knowledge and work hard with the team to provide the best service to her customers. She takes pride in offering her customers the utmost respect and expertise on their commercial insurance needs.
Mariya maintains a Qualified Commercial Lines Specialist (QCLS) designation. Whether you need an insurance protection for your business or just looking for options, Mariya will find the best package to fit your needs and requirements.
mbenza@inszoneins.com
559-272-2021
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Samantha Ramirez Gonzalez
Samantha Ramirez Gonzalez is a Commercial Lines Account Manager at Inszone Insurance Services. She comes from a background of customer service so putting our clients’ needs first comes as a second nature. Her strengths include her ability to maintain a positive attitude in tough situations and she is a joy to be around.
On her time off she enjoys weightlifting and relaxing in bed after putting on her favorite show Grey’s Anatomy.
sramirez@inszoneins.com
559-547-2199
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Tony Kim
Tony Kim is a Commercial Lines Account Manager at Inszone Insurance Services. He attended University of Santa Barbara, graduating with a Bachelor of Arts in Economics. Prior to joining Inszone in 2022, Tony received his highest accolade when he achieved the rank of Eagle Scout in the Boy Scouts of America. He also managed and completed his eagle project that consisted of creating a picnic area for hikers in the San Gabriel Mountains. Tony works with great passion to provide the best customer service to his clients.
On his time off, Tony enjoys golfing and going to camping trips with his friends. He is also fond of learning new recipes and cook for his friends and family.
tkim@inszoneins.com
916-394-8190
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Miriam Rocha
Miriam Rocha is a Commercial Lines Account Manager at Inszone Insurance Services. Miriam was a Target employee and trainer for almost five years prior to joining Inszone in April 2022. She pursued her Associate in Arts at Fresno City College where she was a member of the cheer team and looks forward to graduating from California State University, Fresno with a major in Psychology and minor in Criminology in 2023. Miriam enjoys helping people in any instances and takes pride in knowing intermediate American Sign Language and being fluent in Spanish which helps her assist a wider variety of individuals while building stronger connections with them.
On her time off, she enjoys doing lash extensions, listening to music, dancing, and weightlifting.
mrocha@inszoneins.com
559-446-2101
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Jessie McCray
Jessie McCray is a Commercial Lines Account Manager at Inszone Insurance Services. Jessie was born and raised in a small town in Connecticut. He moved to California in 2010 for a junior college basketball opportunity. He graduated from LA Southwest, with the urgency to get out of student loan debt, entrepreneurship led him to pursue his P&C license. Jessie created leads for himself on a commission basis only, using his black car service to network with high end clients and later found success in personal development at the same time. His biggest accomplishment was bringing $100k in a commercial premium in one month. That has kept him encouraged to stick to insurance as a career, after experiencing all obstacles a typical salesman goes through.
Jessie’s hobbies are working out, playing basketball, watching the broncos, fantasy football and basketball, wine, and dining. He also loves attending professional sports events and maintaining his black car and vending machine business.
jmccray@inszoneins.com
(916) 379-8627
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Susana Chavez
Susana Chavez is a Commercial Lines Account Manager at Inszone Insurance Services, joining the team in 2022. She graduated from Kerman High School and worked in retail for 6 years where she learned a lot about customer service and accountability. In 2021, Susana became a registered tax preparer, and has been given the opportunity to grow as a professional, now able to help small businesses as well as families with their tax return needs. Susana’s goal as a Commercial Lines Account Manager is to educate clients on insurance and provide a good customer experience.
In her free time, Susana enjoys going on walks with her dog. She also loves reading, dancing, and learning new things. One of her passions is playing soccer. Susan also likes spending some time with her family and friends, which matter most to her.
schavez@inszoneins.com
559-547-2195
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Daniel Chavez
Daniel Chavez is a Commercial Lines Account Manager at Inszone Insurance Services, joining the team in 2022. He is currently going to Fresno City College, in the process of transferring to Fresno state. Daniel is new to the insurance industry but has experience in customer service. In a previous position it was imperative that he had excellent communications skills and could be a true support in his team as they complete orders and meet their timelines.
Daniel is a very outgoing person, he likes to challenge himself and others, this helps him to stay motivated to do better and continue growing.
In his free time, he loves going to the gym and playing soccer or basketball. He also enjoys spending time going out with his family or close friends, whom he holds dear.
dchavez@inszoneins.com
559-875-0475
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Miriam Ramirez
Miriam Ramirez is a Commercial Lines Account Manager at Inszone Insurance Services, joining the team in 2022. She attended Fresno State majoring in Public Health and Fresno City to get EMS Certified. Helping people has always been a passion for her and she feels that will lend itself well in upholding long lasting relationships working in insurance. Miriam has prior experience in customer service, management, and 5 years in sales, which she believes will help her as she learns the insurance industry Her strengths include a strong work ethic with high enthusiasm for overcoming new challenges. Miriam is very proud to be bilingual so that she can help a wider variety of people with their insurance needs in a way that is more comprehensive for customer needing other languages.
In her free time, Miriam likes to visit her hometown and spend time with her family. She enjoys traveling, beach trips, hiking, and maintaining an active lifestyle.
miriamramirez@inszoneins.com
559-875-2929
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Trevor Riggs
Trevor Riggs is a Commercial Lines Account Manager at Inszone Insurance Services, joining the team in 2022. Trevor is new to insurance, but he is the 4th generation of Riggs working in the insurance industry. He is currently finishing his associates degree in Agricultural Science attending Clovis Community College. He also worked a few jobs in the AG Industry, such as working at a packing plant and fixing irrigation on orchards. This has given him a greater understanding of what risks and exposures both farmers and farm workers may face.
Trevor enjoys talking to people and doing what he can to solve problems when people are having a hard time. He believes that “you never know how doing the tiniest things for people can make their day a thousand times better.”
In his free time, Trevor enjoys reading, both fiction and non-fiction, he also likes debating Philosophy with his older brother Tanner Riggs, who is working in Inszone as well in the accounting department. Trevor hopes one day, he can have his own land and his own orange orchard.
trevorriggs@inszoneins.com
559-224-7132
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Hasoni Bazley
Hasoni Bazley is a Commercial Lines Account Manager at Inszone Insurance Services, joining the team in 2022. Hasoni is a high school graduate, where he played a lot of sports such as basketball, track, swimming, and football. He received multiple awards and trophies in sports and academies. Hasoni is currently pursuing his bachelor’s degree in business psychology. He is brand new to insurance, but he brings a lot of experience as he has always been in a position of sales or customer service. Inszone is the perfect place to sharpen his various skills.
Hasoni is very passionate about any charity that supports mental health of others because he feels that the topic is very overlooked. Hasoni is very driven to finish the task at hand with effectiveness and efficiency. He loves challenges where he is forced to work under pressure. Due to her prior experience, he is very good with identifying the customer’s needs and executing their requests or demands.
When he is away from his desk, Hasoni loves to take her Husky out for a walk and tire him out because “he is like his second job.” He also plays basketball, goes to the gym, and enjoys working on his car whenever he has free time.
hbazley@inszoneins.com
559-272-2010
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Jessica Mansavage
Jessica Mansavage is a Commercial Lines Account Manager at Inszone Insurance Services. After 23 years in the health and wellness industry as a chiropractor, nutritional therapist, business owner, and nutritional education manager for private label dietary supplements, Jessica is excited to pivot into the insurance industry to be able to continue to support people – but in a much different capacity. She joined Inszone in 2022 and is passionate about providing excellent customer service, embracing learning, challenges, and growth to truly help people with what they need.
In her time off, Jessica loves spending time with her 4 children, including being a soccer mom and hockey enthusiast, and actively enjoying beautiful Colorado.
jmansavage@inszoneins.com
719-394-8413
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Ana Tapia
Ana is a Commercial Lines Account Manager at Inszone Insurance Services. Ana is new to the insurance industry but her experience in customer service has prepared her to join the team. She has always liked helping people and is a very passionate and determined person.
In her time off, Ana loves to spend time going shopping with her two daughters, going to the gym, or doing something outdoors. She also loves spending time with her friends looking for a new adventure to make memories.
atapia@inszoneins.com
559-547-2188
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Alma Hadzikadunic
Alma Hadzikadunic started her insurance career in 2012 joining 1st First Bosnian Insurance becoming a specialist in the Trucking Insurance Industry. She speaks fluent Bosnian, which makes her especially helpful to the large professional transportation community in St, Louis, Missouri. Alma enjoys helping her clients understand what insurance products they need for their business operations. In addition to Trucking, Alma also handles commercial property casualty risks and personal lines. She takes great pride in the local community and has established herself as a valued insurance resource.
In her free time, Alma enjoys traveling to see family overseas. She and her husband have two beautiful daughters and Buddy one very loved Poodle.
almah@inszoneins.com
314-353-4400
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Jose Deschamps
Jose Deschamps is a Commercial Lines Account Manager at Inszone Insurance. Jose has been in the insurance industry for several years doing personal lines insurance, taxes, and life insurance before joining Inszone Insurance. Now merging into commercial lines, he enjoys meeting new customers and being able to help them with their insurance needs.
In his free time, he likes to spend time with his family and his fur baby, Snow. He also loves to dance and has been a Zumba instructor for years now. Jose uses dancing to connect with others that love the rhythm of dance.
jdeschamps@inszoneins.com
562-403-1566
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Jessica Hughes
Jessica Hughes is a Commercial Lines Account Manager at Inszone insurance Services. She joined the team in 2022. Jessica has 6 years working experience in Health Insurance and 12 years working experience in customer service. Commercial Insurance Industry is very new to her, she is so excited to expand her expertise. She prides herself in empathy and communication to serve her clients and all their needs.
Jessica recently got married and together with her husband she has three beautiful girls and three handsome boys. They are you’re modern-day Brady Bunch. Their family loves to spend their time crafting, cooking new recipes, visiting the ocean, and spending quality time together.
jhughes@inszoneins.com
801-655-0302
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Adrienne Manata
Adrienne Manata is a Commercial Lines Account Manager at Inszone Insurance Services. She joined the team in 2022 after the merger with Employers Choice Insurance Services. With almost a decade of experience in the insurance industry, Adrienne excels at helping her clients understand their unique business needs and plan for the future.
In her time off, Adrienne enjoys crafting, gardening, cooking, and spending time with her husband and two little boys-making as many new memories as possible.
amanata@Inszoneins.com
760-429-2929
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Rosie Nanz
Rosie Nanz is a Commercial Lines Account Manager at Inszone Insurance Services. She joined the team in 2022 after the merger with Employers Choice Insurance Services. She graduated from St. Olaf College with majors in English and American Studies, minoring in Linguistics. Prior to entering the insurance industry in 2021, Rosie served as a Senior Customer Service Representative in the Finance Department of local City government. Rosie prides herself in her ability to resolve problems and put her clients at ease. She is dedicated to both providing excellent customer service to her clients and supporting her team.
On her time off, Rosie enjoys painting, reading, trying her hand at all kinds of crafts, and spending time with her family, friends, and corgis. She is especially proud of her home coffee bar and loves making espresso drinks for herself and her friends.
rnanz@inszoneins.com
760-433-8542
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Felipe Flores
Felipe Flores is a Commercial Lines Account Manager at Inszone Insurance Services. He joined the team in 2022. Felipe is new to the insurance industry. He believes that customer service is vital to success in any business. He brings that with him and plan to translate into his new journey.
Family is very important to Felipe as it is to many, Inszone provides a family feel which he truly enjoys.
On his time off, Felipe loves to hike and try new foods. He is also a huge, fitted hat collector. He plans on travelling the world and seeing it for himself.
fflores@inszoneins.com
520-605-0544
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Shelton Lillard
Shelton Lillard is a Commercial Lines Account Manager at Inszone Insurance Services, joining the team in 2022. Shelton graduated at Hoover High School class of 2020. He also attended Clovis Community College as a Business Major. Shelton is new to the insurance industry but believe his experience in customer service will serve him well when servicing and educating his clients. In his previous work experience, he and his team were recognized for numerous achievements and always hit their goal. It is because of this that Shelton understands the value of teamwork and is always excited to learn and help others.
Shelton’ patience and respect allowed him to provide a great customer service experience. He is also very passionate; as a former president of Hoover Golf Club, Shelton provided various charity work around the community.
In his free time, Shelton loves to play golf, read books, play Xbox, and watch the Las Vegas Raiders and Golden Knights.
slillard@inszoneins.com
559-547-2190
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Jerry Onofre
Jerry Onofre is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in December 2021 after the merger with RISCO Insurance Services Inc. Since 2009, he has worked as a Commercial Insurance Professional in the insurance sector, but his professional career began in retail banking and lending before shifting to the captive market as a specialist in Personal Lines and Life Insurance. Jerry then transitioned into the non-captive market and concentrated on the commercial insurance sector. Utilizing this knowledge, he is currently assisting in placing coverage for a wide range of Property & Casualty risks, including those posed by Lessor’s Risk, Apartments, Workers Compensation, General Liability, Bonds, Transportation, Professional Liability, Builder’s Risk, Cyber Liability, and others.
Jerry and his wife Maribel have been married for more than ten years and have three kids together. Their goal is to take their family on an international trip together and share special experiences they can pass down.
gonofre@inszoneins.com
323-587-4960
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Ellen Carter
Ellen Carter is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in December 2021 after the merger with RISCO Insurance Services Inc. Ellen moved from Victoria, B.C., Canada to Southern California not long after graduating high school. Within her first month in CA, she got a job at an insurance agency in Santa Monica where she moved through the ranks quickly and soon found her niche in commercial lines.
Early in her career, Ellen created and managed an insurance program for potential buyers of new condos under construction at the American Beauty Homeowners Association in Canyon Country. Escrow companies, title companies, and lenders would contact her requesting the evidence of property insurance forms needed for the sale to go through successfully. She learned early on how important a complete and thorough risk review and assessment is in creating the right insurance program.
Throughout her career, Ellen obtained her CISR designation, CLIC commercial lines insurance certification, is currently working on her CCIP construction insurance certification and has no plans of stopping there.
On her time off, Ellen enjoys being outdoors but prefers when it’s cloudy, raining, and below 70 degrees. That’s when you’ll see her smiling the most.
ecarter@inszoneins.com
323-587-4532
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William Lee
William Lee is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in November 2022. He grew up all over the world, so food and cultures are his absolute passion. While on his path of education he was drawn to insurance and never looked back. He completed advanced training in multiple fields and has a solid foundation of understanding of insurance needs. He’s been in the customer service industry for over 9 years and has been able to work with many organizations in disaster areas like FEMA and Red Cross during hurricane Irma in Florida and Hurricane Harvey in Texas. Going the extra mile is just part of who he is.
Outside of work, you can see him fishing on a lake, working out in the gym, or cooking at a culinary class.
wlee@inszoneins.com
480-590-6890
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Marybeth Mankowski
Marybeth Mankowski is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in November 2022 following the merger with Vaught, Wright & Bond. She’s been in the insurance industry since 2013. She has worked as a commercial lines and personal lines account manager and is always striving to provide policies that work for the business. Marybeth holds a BS in Business Management from SFSU and has held a Property and Casualty license since 2015.
On her time off, Marybeth enjoys running, gardening, camping, and spending time with her family.
mmankowski@inszoneins.com
530-622-1835
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Gary Canary
Gary Canary is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in April 2022. Gary has over 3 decades of experience in real estate and owned a distribution business for over 17 years, providing him a unique insight into the perspective of his clients when looking at their insurance policies. He graduated with a degree in Network Administration from Silicon Valley College and worked as an assistant store director for a major retail store with over 200 locations, where he received several customer service awards.
On his time off, Gary enjoys restoring his vintage cars and traveling with his wife. He also coaches soccer and is now a state-licensed coach, having coached teams ranging in age from 5 to 15 years old, with both girls and boys.
gcanary@inszoneins.com
916-394-8182
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Lauren Rodgers
Lauren Rodgers is a Commercial Lines Account Manager at Inszone Insurance Services. She has been in the insurance industry since 2006, with over 15 years of experience under her belt. She started her career as an insurance assistant with Alfa Insurance in Albany, Georgia. After relocating to California with her active duty Marine husband in 2008, she joined Williams Insurance Service to assist with administrative duties. In 2011, Lauren obtained her license and has continued to expand her insurance knowledge. She specializes in coverage for unique properties in non-standard markets and investment properties. Lauren loves getting to know her clients and their insurance needs and takes pride in her customer service skills.
Lauren joined Inszone in May 2021 after the merger with Williams Insurance Services, Inc.
On her time off, Lauren enjoys antiquing, traveling, and spending time with her husband and two dogs.
lrodgers@inszoneins.com
760-547-2117
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Tyler Console
Tyler Console is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in November 2022. Tyler attended Cerritos College to study Accounting and Business. He has experience in the insurance industry prior to Inszone and believes that building good rapport and fulfilling what the customer needs is a good foundation to good customer service.
In his free time, he enjoys playing disc golf, billiards and working on cars.
tconsole@inszoneins.com
(562) 372-8809
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Jerry Pang
Jerry Pang is a Commercial Lines Account Manager at Inszone Insurance Services. Known as a ‘jack of all trades’ from his peers. He continues adapting his skills from Customer Service, Human Resources, Administrative Support, Special Projects and learned the work/life “balance” from world renowned Cirque du Soleil talent via height defying experiences.
Jerry joined Inszone in December 2022 after the merge with Jack E Gilbert Insurance Agency, Inc. He hopes to continue expanding his Business Administrative knowledge through networking with Inszone.
In his off time, Jerry would love to travel around the world in 80 days, just like his favorite book. He also enjoys everything pop culture & sci-fi: Disney, Marvel, Star Wars. His favorite Disney/Pixar quote is, “Adventure is always out there!”
jpang@inszoneins.com
(408) 432-0600
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Jason Majano
Jason Majano is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in November 2022. He obtained his Bachelor of Arts in Business Economics and a minor in Organizational Behavior/ Human Resources at University of California, Riverside. Jason is new to the insurance industry, but he is eager to learn about all the interesting intricacies that each policy includes. Jason enjoys helping clients identify their needs and determine the insurance options that provide the best value for their business. Every client interaction is exciting and rewarding for him, and he is eager to work with everyone. He believes that learning from mistakes and growing is all about the process, and he is motivated to become the best at what he does.
Jason served as Vice President of the Latino Business Student Association. He is extremely motivated by seeing and assisting others to live to their full potential. His team also participated in several outreach and volunteering events, where he discovered a hidden passion for giving back and helping others.
In his free time, he enjoys playing video games, hanging out, exploring the city with his loved ones, and shopping at malls. Jason is always up for new recommendations on shows, movies, and games.
jmajano@inszoneins.com
(562) 573-2454
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Howard Anderson
Howard Anderson is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in December 2022 after the merger with Jack E. Gilbert Insurance Agency. Howard obtained his High School Diploma and attended Mission College and San Jose State University for a few years before moving full time into Insurance and becoming a fully licensed producer. At the time of joining Inszone, Howard had been in the commercial industry for almost 8 years, specifically focused on the commercial livery for-hire insurance market. In 2014, Howard began his insurance career as an Admin/Customer Service Representative answering phones. Shortly after obtaining his California Property/Casualty insurance license, he moved into the job of transacting on policies and assisting customers with policy changes. Shortly after, he moved into the renewal department as an assistant, and then into the renewal team lead role, managing all renewals for the livery/luxury transportation department.
Howard is highly organized and enjoys keeping track of his work projects to ensure that everything is accomplished in a timely and orderly manner. He believes that working as a team and communicating effectively will guarantee that Inszone’s clients are happy and satisfied.
In his free time, he enjoys spending time with his wife watching movies and TV shows, cooking meals, and going on adventures. He also enjoys playing video games in his online gaming group where he builds connections with friends.
handerson@inszoneins.com
(408) 432-0600
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Arthur McClendon
Arthur McClendon is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in December 2022. Arthur obtained a bachelor’s degree in Criminal Justice and has over ten years of customer service experience. He was a member of the United States Marine Corps, and in addition, he has prior experience in the insurance industry for over two years, first as a personal lines agent and then as a Commercial Insurance Representative. Arthur has a strong work ethic and believes that teamwork is essential to a company’s success.
In his free time, he enjoys barbecuing with his family, going to sporting events, and going to the gym with friends.
amcclendon@inszoneins.com
(214) 379-4664
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Baylee Russell
Baylee Russell is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in November 2022. She’s been in the customer service industry since she was 18 years old. Baylee has developed countless skills with over 9 years of experience in customer service prior to joining Inszone Insurance. Her experience in the customer service field has given her invaluable skills necessary to build great relationship with her clients.
Baylee enjoys spending time with her son and creating memories with him. On her time off, Baylee can be found hiking along the coast of any beach, finding a rock to sit on and listening to the ocean waves as they smash along the shore.
brussell@inszoneins.com
(562) 573-2447
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Cesar Naranjo
Cesar Naranjo is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in November 2022. He is currently pursuing his degree at Cerritos College. Cesar is new to the insurance industry, but he has an excellent work ethic, a strong personality, is communicative, and is highly competitive, which serve as his strengths in providing excellent service to all clients.
In his time off, he likes playing and watching sports. He enjoys bowling, watching movies, attending concerts, and listening to music.
cnaranjo@inszoneins.com
(562) 573-2448
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Eduardo Hernandez
Eduardo Hernandez is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in November 2022. Eduardo attended Cerritos College for pharmacology and computer science. He worked at UPS for two years and served on the safety team. His responsibilities there included informing and educating coworkers about possible safety hazards, which he believes will help him as he finds risk management solutions for his clients. In addition, he has prior experience working in the customer service industry, which has led to his excellent customer relations. Eduardo ensures that his clients’ business insurance needs are met with the highest level of quality and attention.
In his time off, he enjoys going out to play billiards and on weekends, he loves going out and playing disc golf.
ehernandez@inszoneins.com
(562) 573-2450
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Marleen Rodriguez
Marleen Rodriguez is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in November 2022. She graduated from high school in 2019 and attended Long Beach City College. Marleen is new to the insurance industry, but she is motivated to fulfilling her client’s needs.
In her free time, she loves to go to the gym and maintains active near nature.
marodriguez@inszoneins.com
(562) 573-2459
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Daisy Perez
Daisy Perez is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in November 2022. Her hard work and focus paid off when she was able to graduate high school a year early, and she intends to bring that same attitude to her work in the insurance industry. Daisy previously worked before joining Inszone. Daisy is new to the insurance industry, but her goal at Inszone is to give her best. One of her assets is that she is a cheerful person who enjoys getting to know new people.
In her time off, she loves spending time with her family and friends. Daisy also enjoys music because it calms her down and makes her happy.
dperez@inszoneins.com
(562) 573-2449
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Ben Kim
Ben Kim is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in December 2022. He obtained his BA at Hankook University of Foreign Studies in South Korea. After his graduation, he enlisted as a naval officer, and through that experience Ben learned the value of leadership, teamwork, devotion, and loyalty. He joined the insurance industry in 2014, and during his first five years at his previous company he was promoted three times. Also, Ben has worked in a variety of business domains, including an IT company, a restaurant franchiser, and a restaurant franchisee. These experiences have given Ben a good understanding of diverse people. Ben takes pride in his customer and leadership experience and is committed to providing valuable service and building meaningful relationships with his clients.
In his time off, he enjoys writing stories, drawing, and singing to relax.
bkim@inszoneins.com
(714) 202-4938
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Omar Martinez
Omar Martinez is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in November 2022. Omar holds a QCLS qualification and has over 18 years of experience in the insurance sector. He has experience as a field sales representative in the financial services industry prior to joining Inszone. He has demonstrated the capacity to flourish in a variety of settings with shifting dynamics and conflicting agendas. Omar and his wife co-run RISE, a non-profit organization that gives back to the community on a frequent basis. In addition to the President of the United States’ Volunteer service award in 2020, Omar and his wife received special recognition from Congress. Omar possesses expertise in management, sales, team building, coaching, and leadership.
Omar is a devout Christian who loves spending time with his wife, boys, and daughter in his free time. He also enjoys traveling and salsa dancing.
omartinez@inszoneins.com
(562) 573-2460
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Brian Barnhart
Brian Barnhart is a Commercial Lines Account Manager at Inszone Insurance Services. He joined the team in 2022 after the merger with Employers Choice Insurance Services. Brian is new to the insurance industry but has been doing all types of customer service for more than two decades. Brian likes taking care of people; he is very focused and detail oriented, which was put to good use as a wedding photographer for 20 years prior to his joining the insurance industry.
In his free time, Brian likes hanging out with his family, camping, being outside, and playing frisbee with his dog.
bbarnhart@inszoneins.com
619-684-2822
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Alex Trigueros
Alex Trigueros is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in January 2023. He is a licensed insurance professional and has worked as an insurance producer, in customer service, and as the head of a sales/finance department. Alex loves working in teams and helping others in accomplishing their goals.
Alex serves every customer like they’re a friend or family member, and he is passionate about advising on business needs. Alex takes pride in being someone people can entrust with their knowledge and support. He believes that his hard work, eagerness to learn, leadership expertise, and task management abilities are just a few of the factors that contribute to customers’ great experiences with Inszone.
In his free time, he enjoys powerlifting, spending time with family and friends, learning about different cultures, and leaving the world a better place than he found it.
atrigueros@inszoneins.com
(719) 247-7438
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Caralyn Torzewski
Caralyn Torzewski is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in 2022 after the merger with Proctor Insurance Group. She started her adventure in the Insurance Industry in April 2000 in a small family-owned and operated agency. She has built up her knowledge and expertise in all fields and thrives in the Commercial Lines sector. She strives to provide the best service to all our clients.
“I enjoy learning about a client and their insurance needs and educating them about the risks and exposures they have, personally and professionally,” says Caralyn. While actively working, she started her college education to be an elementary school teacher. Within the first year of being in the insurance industry, she felt it was her calling to go into business. Although she’s not teaching little ones, she is teaching and educating adults to help them understand why the need for insurance is so important.
She has built a successful Hotel/Motel book of business and has broken barriers when it comes to women in this industry being recognized as an equal. She is known for her knowledge, skill, and ability to provide exceptional service. She earned her Associates Degree in Business from Lone Star College in 2010. She also obtained designations as a Certified Insurance Service Representative through the National Alliance in 2007 as well as a Certified Account Manager through the Independent Insurance Agents in 2015. She continues to learn and educate herself so that she can be the best agent and representative in the Insurance industry. She is a quick learner, detailed, determined, and strives for excellence in everything that she puts her mind to.
Outside of work, Caralyn loves watching the sun rise/set, watching the clouds, gazing at stars, doing arts and crafts, checking out new craft breweries, cooking, and doing fun activities like bowling, fishing, and going on nature walks. She would consider herself a go-getter and has an adventurous spirit. She has a passion for photography and will snap a picture of everything because she recognizes the beauty and significance of capturing moments in time. She loves spending time with her family and friends. She is a proud auntie of two beautiful nieces, Katelyn and Harper. She also loves spending time with her incredible boyfriend, Adam, 3 pups – Lulu, Leo, and Moo, and 1 cat – Fendi.
ctorzewski@inszoneins.com
281- 448-7750
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Timothy Campbell
Timothy Campbell is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in January 2023. He attended Chandler-Gilbert Community College to further his education but started his insurance journey as a CSR/Acquisition Specialist in 2020, where he also acquired his P&C license. Prior to this, he managed a team of sales representatives with LA Fitness, learning the art of sales, specializing in identifying what the customer desires and overcoming objections.
Timothy is more than willing to go the extra mile to assure the customer has a great experience. By maintaining organization and a hard work ethic, he believes it is almost impossible to not provide the best experience possible. Timothy prioritizes treating customers as family, rather than a potential sale.
In his time off, he can be found in his garage tinkering with his rock crawler or fishing the local lakes of Prescott Valley with his puppy, “Boots”.
tcampbell@inszoneins.com
(928) 342-0950
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Andrew Allen
Andrew Allen is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in January 2023. He has a background in Automotive Sales and Service, as well as Logistics Management experience. Andrew is new to the insurance industry, but his perseverance, friendliness, adaptability, and diligence serve as his strengths in providing exceptional service to all clients.
In his free time, Andrew enjoys exercising, cooking, and spending time with his wife Jenn, and their German Shepherd Dog Ophelia. Andrew is an Auto and Racing enthusiast. He loves sports, music, movies, and reading books.
aallen@inszoneins.com
(847) 230-3234
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Megan Eaton
Megan Eaton is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in December 2022 after the merger with Sonora Insurance Agency. She graduated from Arizona State University in December 2020 as Magna Cum Laude with a bachelor’s degree in Political Science and a minor in Anthropology. Megan has been an account servicer at Sonora Insurance Agency, her family-owned agency, since 2020. She primarily handles commercial lines accounts, although she also handles personal lines as needed. During her college years, she was engaged with Make-A-Wish through her sorority, Chi Omega. Megan came from an agency that her grandfather established in 1987, and she dealt with clients who had been with them for over three decades.
Growing in a family-owned insurance agency has helped Megan learn the ins and outs of the complex world of insurance. She values the relationships and trust that can be built between clients and an agency. She makes a point to have every person understand what they need is important. Her strengths come from communicating and collaborating with others to offer the best customer service to her clients.
In her free time, she loves spending time with her dog Coco, as well as with her friends and family. Megan loves baking, reading, watching Giants baseball, especially during Spring Training, and working on home projects. She has been learning to wallpaper, paint cabinets, and do all of the other fun things that come with being a homeowner.
meaton@inszoneins.com
(209) 533-0234
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Marjan Salavati
Marjan Salavati is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in February 2023. She obtained her Bachelor’s degree in Psychology in 2019 and has experience in customer service. She is also fluent in speaking Farsi. Although Marjan is new to the insurance industry, her willingness to help people motivates her to always ensure that she fulfills her clients’ needs.
In her free time, she enjoys going to the gym, hiking, and hanging out with her friends.
msalavati@inszoneins.com
(562) 573-2458
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Kayleigh Ruff
Kayleigh Ruff is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in January 2023. She is from a small railway town in North-Central Montana and gained her college education at the University of Montana. Kayleigh is new to the insurance industry, but her eagerness to help people makes her excited to pursue her journey in this field. She looks forward to building relationships with clients, and she particularly enjoys commercial lines because she believes that there is always something new to learn.
In her free time, she enjoys hiking with her dog, Tripp, and exploring for new restaurants. She also enjoys collecting crystals.
kruff@inszoneins.com
(719) 247-7416
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Ana Ochoa-Torres
Ana Ochoa-Torres is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in October 2022 after the merger with Employers Choice. She obtained a Bachelor of Arts in Criminology and Sociology and a Master of Arts in Sociological Practice from Cal State University, San Marcos. Ana has been in the insurance industry for many years. Her positive attitude and sense of humor are one of her many assets, but she is also fluent in Spanish.
Ana is a proud wife and mother of 2 children. She loves spending her time off with her family, exploring new coffee shops and food spots, doing DIY projects, going to the gym, Disney days and getting lost in a new book.
aochoa@inszoneins.com
(619) 684-2598
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Alan Boushek
Alan Boushek is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in February 2023. Alan began his work life in the trenches of manual labor in the storage and relocation industry. Through his positive attitude and “no job too tough” mentality, he became a crew leader. He found fulfillment in helping people navigate the stresses of relocating. Now, he applies the same work ethic to assist others with their insurance needs, whether that means finding great coverage or educating clients on the intricacies of the insurance world.
In his free time, he loves socializing with friends and family. He also enjoys fishing, bowling, and relaxing in front of the TV.
aboushek@inszoneins.com
(916) 737-2113
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Ryan Zhang
Ryan Zhang is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in February 2023. Prior to joining Inszone, Ryan had moved around from China to Australia before arriving in California to complete his Bachelor of Science in Managerial Economics. While in school, he gained a background in finance and accounting through his major courses at UC Davis. Ryan was drawn to the insurance industry and Inszone by the company culture, which he sees as a great contributor to the way client relationships are held. Ryan has pursued continuing-education courses and earned official designations as a Qualified Personal Lines Specialist (QPLS), Qualified Commercial Lines Specialist (QCLS), and a Qualified Professional Insurance Specialist (QPLIS). As a strong proponent of solid, genuine customer service, Ryan is committed to guiding clients with their best interests in mind. He takes pride in building friendly and comfortable client relationships.
In his time off, you can find Ryan trying to recover the golf handicap that he has yet to reach again since high school.
rzhang@inszoneins.com
(916) 379-8626
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Benefits Insurance
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Joe Zaino
Joe Zaino is a Benefits Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Lamb, Little & Co. Joe began his career over 25 years ago with Prudential Insurance, and with his Business degree from Southern Illinois University, he went on to own and operate his own insurance agency with his focus on international group medical coverage for overseas mission organizations.
In addition to being business savvy he is an expert in implementing comprehensive employee benefit programs, educating employees on their benefit offerings, and assisting employers on strategies to attract and retain quality employees. Joe has also earned his Life Underwriter Training Council Fellow (LUTCF) designation.
In his off time, Joe loves spending time with his family, especially his grandchildren. He also enjoys golfing, biking and he’s an active member of his church. Joe is also very passionate about supporting non-profit overseas church planting organizations through individual mission sponsorships.
jzaino@inszoneins.com
847-230-3232
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Cyndy Pierson
Cyndy is a Benefits Insurance Specialist at Inszone Insurance Services. She joined Inszone in August 2022 following the merger with Pierson & Associates Insurance Services. She attended North Salinas High School, followed by Hartnell College.
Cyndy has represented Salinas Valley in a variety of community roles, such as Salinas Rotary Club (2022 Cog of the Year) California Rodeo Salinas, California International Airshow and as a counselor for Junior Achievement.
Her sense of style was recognized early in her career. A Fashion Conspiracy store manager at an early age, Cyndy advanced into a fashion buyer position in San Diego. Soon she was headed to St. Louis to be a buyer for Edison Bros. and then on to Chicago in the same role for the 1000 store accessory chain, Claire’s Boutiques. Part of her job required product development and that took her to New York, Taiwan, Korea, and Hong Kong.
In 1996, Cyndy joined her husband, Randy, at his father’s insurance agency. As a co-owner of Pierson & Associates Insurance Services, she specialized in building employee benefits packages and she quickly found that her creative nature and customer service instincts from her retail career were the perfect fit for the insurance industry. She has also built a large following in senior health benefits.
Cyndy lives by the axioms, always do what is in the best interest of the customer. The employer is our customer but, so too, are their valued employees. She firmly believe that service excellence means going beyond what is expected.
cpierson@inszoneins.com
831-585-1200
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Randy Pierson
Randy Pierson is a Benefits Insurance Specialist at Inszone Insurance Services, joining Inszone in August 2022 following the merger with Pierson & Associates Insurance Services. Randy’s career in insurance began in 1974 when his general insurance instructor at Hartnell College hired Randy to work with him. After a few years, Randy joined his brother’s real estate development firm based in Salinas where his position involved overseeing the redevelopment of three office buildings and the construction of apartments and two single family home subdivisions. The position also entailed working with local government building departments and, when necessary, grabbing a hammer and pounding a few nails.
At age 25, Randy approached his father and asked if he could join his insurance office. The youngest of his five children, Bud Pierson was thrilled to finally have a successor to his thriving business. Bud even helped move thirty years of certificates and trophies to make room for another desk in the office.
Randy was licensed for life, health, property/casualty, had his securities license (series 6,7,63,66) and was an RIA. Randy became the servicing agent for many of Bud’s clients, especially a local hospital. That portfolio included a defined benefit plan, a 403(b) plan, executive benefits, Rabbi Trust, and a group life/AD&D/LTD plan. The 403(b) plan was a personal favorite of Randy’s, as it involved meeting with each employee on an annual basis.15
rpierson@inszoneins.com
831-585-1204
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Donna Ledwick
Donna Ledwick is a Benefits Insurance Specialist at Inszone Insurance Services. She joined the team in 2022 after the merger with Sonora Insurance Agency. In 1995, she started her career as a life and health insurance agent with Sonora Insurance Agency. She held series 6 and 63 licenses for a few years around 2008, allowing her to get more familiar with variable life insurance, annuities, and group benefits packages. Donna’s primary focus has been on the Small Group, Individual/Family, and Senior markets, both on and off the Covered California Exchange.
Donna has been an Ambassador Chair for the Tuolumne County Chamber of Commerce for two years, a board member for one year, and an ambassador for ten years. She enjoys the relationships she builds with her clients as she gets to know them and helps them navigate the various phases of their customer journey. Donna is passionate about helping people and educating them on their life and health insurance needs, while also providing exceptional customer service.
Donna is proud to be a wife, and mother to her son. In her free time, she loves spending her time with her family and friends. She also likes reading the bible and other education books, as well as take pictures.
dledwick@inszoneins.com
(209) 533-0234
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G Thaw
G Thaw is a Benefits Insurance Specialist at Inszone Insurance Services, joining the company in January 2023. G has over 8 years of experience as an insurance specialist and licensed insurance agent. In his previous role, G was the founder of Mile High Insurance and oversaw all aspects of customers service, sales, and business operations, working diligently to assist individuals in securing health and life insurance appropriate for their specific situation, while providing the best possible customer experience. Now as a Benefits Insurance Specialist, he is focused on organic growth by helping employers in Colorado to secure the perfect benefits for their employees as well as all individuals that require insurance to protect themselves and their families.
G is a proud father and in his free time is an avid back country skier.
gthaw@inszoneins.com
(303) 232-3108
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Kymberlee Wilson
Kym Wilson is a Senior Benefits Account Manager at Inszone Insurance Services, joining the Inszone team in October of 2022. Before beginning her career in the insurance industry, Kym attended University of Utah studying Communication Disorders, earning her degree in Speech and Language Pathology. She is a licensed life and health producer and has a certificate in Human Resource Management. Kym began her career in 1999 as a client service representative for both commercial and group benefit products.
Kym is the executive director of an organization that provides mentoring, training, and thousands of dollars in academic scholarships annually for young women. She believes deeply in preparing young women for the world. She is also an active fundraiser and supporter of the American Foundation for Suicide Prevention andHope4Utah Suicide Prevention organizations.
To accomplish her tasks and objectives, Kym is a list maker and goal setter. She also believes in down time and having fun. She loves hiking and exploring the mountains and red rocks of Utah and enjoys water activities on the many lakes. She is often listening to music, podcasts, and books although she thinks turning the pages in a real book is best of all. Her favorite thing is spending time with her adult children and her first new grandbaby.
kwilson@inszoneins.com
(801) 341-0189
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Leah Barretta
Leah Barretta is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Interstate Benefits & Casualty Insurance Services. Leah has over three years experience in Small Group & Individual Family Health Insurance and has spent most of her career assisting individuals and families to obtain health benefits through the Covered California Exchange.
Leah earned both her bachelor’s degree in Liberal Studies and Master of Education in Cross-Cultural Teaching, from the National University. She taught high school history for three years and the following three years was a substitute teacher. Daily, Leah continues to use her education background to develop strong working relationships with those in need of health and medical insurance. Her extensive background in mentoring and explaining how systems work are her specialty, especially to someone unfamiliar with the language of individual and family health insurance.
On her off time, she enjoys listening to podcasts, reading history, biographies, and spending time with family – specifically her young niece.
lbarretta@inszoneins.com
530-491-5492
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Eduardo Perez
Eduardo Perez is a Benefits Account Manager at Inszone Insurance Services. He joined the Inszone team in June 2021, bringing with him over 3 years of experience in Group Life and Health Insurance. Eduardo earned his bachelor’s degree of Science in Business Marketing from California State University, Long Beach. While in college and working at Starbucks, Eduardo got to experience firsthand how complicated open enrollment can be, especially when you have very little understanding of the benefits available. This experience sparked his interest in employee benefits, and in 2017 he begun working as a Benefits consultant. Since then, Eduardo has worked in educating and enrolling hundreds of employees on their group benefits in various industries and is most knowledgeable in voluntary benefits.
Eduardo is a big San Francisco 49ers fan and enjoys watching their games on Sundays. On his free time, he also enjoys going to the Golf range to improve on his game as well as playing other sports like basketball and flag football. He loves going to the gym, PC building and gaming, and recently began learning and investing in Cryptocurrency and Blockchain technology.
eperez@inszoneins.com
916-842-3009
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Daisy Velasquez
Daisy Velasquez is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Strachota Insurance Agency, Inc. Daisy started her career in the insurance industry in 2003 with Strachota Insurance Agency, where she was an integral part of their Benefits department. In her current role with Inszone, Daisy builds relationships with her clients, oversees their coverage program, and fulfills client requests with their employee benefit needs.
Daisy is proud to be a wife, and mother to her son and daughter. She also holds a bachelor’s degree from the University of Phoenix.
dvelasquez@inszoneins.com
951-284-4865
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Erica Gates
Erica Gates is a Benefits Account Manager at Inszone Insurance Services. Erica started in the insurance industry in 1999 as a receptionist and worked her way up to a licensed agent. She has worked in Personal, Commercial and Group Benefits, which has given her a vast range of knowledge to use when finding the best protection for her clients’ needs. And she is always willing to go the extra mile in this fast-paced environment and is always keeping up with the newest guidelines to ensure her clients are properly protected.
Erica joined Inszone in November 2021 after the merger with her previous company, Stromsoe Insurance Agency.
On her off time, Erica enjoys spending time with her family, which includes attending her youngest daughter’s soccer events.
egates@inszoneins.com
951-284-4889
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Jeanine Manzano
Jeanine Manzano is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Cardenas Insurance Services. In 1999 Jeanine went to Mt. San Antonio College out of high school to study Child Development. During that time, she was working at a Montessori school and at the age of 23, she became a stay-at-home mom. Then around 2010, Jeanine became a preschool teacher at KinderCare for three years.
In 2013, Jeanine was given the opportunity to work part-time for Cardenas Insurance Services. She started from scratch and did some back-end work for benefits, accounting, and some commercial and personal lines. Her interest in the insurance industry made her want to learn more about benefits insurance until she obtained her Life, Accident & Health license in 2019.
Jeanine is a proud mother of three children. On her off time, Jeanine enjoys hiking, watching movies, going to horror events, and looking for new experiences to try out with her children. She also enjoys reading, watching football, hockey, and playing Rummikub and Scrabble.
jmanzano@inszoneins.com
909-718-8152
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Matthew de Jesus
Matthew de Jesus is a Senior Benefits Account Manager at Inszone Insurance Services and holds a degree in Marketing from Long Beach State. Matthew has worked in the insurance industry for more than 16 years. His professional focal points include client relationship development, account management, operations optimization, data analysis, cross-functional team collaboration, health plan administration, technology solutions, customer service, and project management. His colleagues describe him as a progressive, driven, down-to-earth, dedicated individual who can be relied on to offer superior solutions.
Matthew is married and hopes to have kids soon. In 2021 they added a new family member, their dog, a Kia Ken, which is one of six breeds from Japan. On his off time, he enjoys social sports such as softball, soccer, golf, kickball, cornhole, horseshoes, bowling, disc golf, darts. He basically enjoys any sport (or activity) where you can socialize and enjoy a beer or two. He enjoys snowboarding and his favorite place to snowboard is Heavenly Ski Resort in South Lake Tahoe. Matthew also enjoys going on hikes with his wife and their dog or getting away for the weekend. His favorite sport teams are the San Francisco Giants, San Francisco 49ers, and the San Jose Sharks. Favorite Foods are Fish N Chips and Lasagna.
mdejesus@inszoneins.com
916-394-8168
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Scott Stiverson
Scott Stiverson is a Benefits Account Manager with Inszone Insurance Services. He joined the Inszone team in March 2022 with 30+ years of experience in Life, Health, Annuity, and Medicare insurance.
After a summer job processing applications in a family-owned insurance agency in San Diego, in 1988 he took a job for an FMO in Newport Beach, CA recruiting agents to sell life insurance and long-term care. Among his duties were agent training, providing quotes, in force ledgers, and carrier liaison for offshore products for high-net-worth international clients. In 2005 he took that knowledge and experience into the sales field as an independent broker. He enjoys taking time educating his clients and helping them choose the best plan that meets their needs.
Scott got married in Lake Como, Italy and currently resides in the Temecula Valley with his wife. In his off time, he enjoys golf, horse racing, bowling, and watching the Kings play hockey. Even though he bowled a perfect 300 in 2019, he is still waiting for that ever-elusive hole-in-one to complete the Daily Double!
sstiverson@inszoneins.com
951-284-4870
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Rachel Munoz
Rachel Munoz is a Benefits Support Specialist at Inszone Insurance Services. An Insurance Veteran, Rachel has over 19 years of experience in the insurance industry, devoted to doing personal and commercial insurance. Rachel joined McGhee Insurance in 2016 and later joined Inszone Insurance after the acquisition of the company in 2019. She chose to work in the insurance industry because of her passion for helping others and working with people.
On her time off, Rachel enjoys camping and spending time with her husband and two daughters.
rmunoz@inszoneins.com
520-333-4614
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Kevin Meling
Kevin Meling is a Benefits Account Manager at Inszone Insurance Services. Kevin graduated from Chaparal High School and has an AA in Translating for Spanish from Palomar College, close to receiving a BA in Spanish from CSUSM. Kevin has been in customer service since he got out of high school. He started as a grocery clerk for a couple of years, then moved to the restaurant business for the following years while in college. He started to get into the insurance industry in 2021when he was introduced to an agency that focused only on Medicare. He spent his time learning all he could until moving to Inszone for the opportunity to better improve his skills. Kevin is a hard worker but is a very laid back and happy, kind person. He loves to joke around with everyone, but when it comes to work, he always makes sure that things get done the way they should be. Kevin feels he has an edge because he is bilingual. Spanish is his first language, so he can fluently read, write, and speak in both English and Spanish. He also went to school to be a translator for Spanish.
Kevin loves spending time with his fiancé and their little pup. He also loves watching movies, taking their pup on hikes and walks or to parks or to the beach. One of his favorite things to do is listening to and making or creating music in his free time.
kmeling@inszoneins.com
951-284-4878
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Brittany McCauley
Brittany McCauley is a Benefit Account Manager at Inszone Insurance Services. Brittany started working for her family broker agency back in 2008 as an administrative assistant and worked her way up as a licensed agent. Most of her work has been in Group Benefits, but she has also helped those in need of Individual Benefits. She is always willing to go the extra mile and is always keeping up with the newest guidelines to ensure her clients are protected.
Brittany joined Inszone in February 2022 after the merger with her previous company, Insurance Matters, Inc. in Colorado Springs.
In her free time, Brittany enjoys spending as much time as possible with her son going on adventures.
bmccauley@inszoneins.com
719-955-0606
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Fidelia Kobayashi
Fidelia Kobayashi is a Benefits Account Manager at Inszone Insurance Service. She joined Inszone in August 2022 following the merger with Pierson & Associates Insurance Services. Fidelia had been with Pierson & Associates for more than 19 years with a focus in Small Group and Individual Health Insurance. She has educated and enrolled thousands of employees on their group benefits using the latest industry technology.
Prior to insurance, Fidelia had a flourishing career in retail. At the age of 19, she was named manager of her first store, and she continued in that capacity for several brands over next 15 years. But it was her love for educating and helping others that brought her to the insurance industry. In her second year, she was named “New Agent of the Year” by her local National Association of Insurance & Financial Advisors. She has also received numerous sales awards from AFLAC. Fidelia prides herself on her positive attitude and her ability to build great relationships with her clients. Fidelia is bilingual and fluent in Spanish, which gives her the opportunity to better assist our Spanish-speaking clients.
“When I needed help growing my business,” says Cyndy Pierson, “I thought of Delia. She was my top performing store manager when I was a district manager for Claires.”
Fidelia is a proud mother of two boys, Christian and Jonathan. In her time-off, Fidelia enjoys watching sports, especially baseball, as her son Jonathan is a fabulous baseball player. She also enjoys reading, hiking, and spending time with her family.
dkobayashi@inszoneins.com
831-585-1201
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Raymond Cruz
Raymond Cruz is a Benefits Account Manager at Inszone Insurance Services, joining the company in December 2022. Raymond has over 10 years’ experience in the medical and health industry, including insurance where he has previously served as a benefits consultant, marketing, and promotions manager. He was an Account Executive with his past agency and involved in all aspects of the agency operations – including sales, marketing, and supporting existing clients through a variety of services. Raymond is a graduate of California State University of Fullerton and received his B.S. in political science. Raymond’s primary responsibility and focus is on identifying opportunities with prospects and new clients and build them into long-term relationships.
In his off time, he enjoys playing basketball, playing guitar, reading, watching movies and spending quality time with friends and family.
rcruz@inszoneins.com
(714) 676-8286
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Patty Monasterio
Patty Monasterio is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in January 2023. She attended Claremont High School then Citrus College. She began her own business in 1989, promoting and organizing fashion shows for local family-owned dress shops. She joined the Blue Cross family in 1999, where she began her career in healthcare. In 2007, she started working at Kaiser Permanente, where her passion to assist employers and employees with their benefits became an obsession. Patty is a writer who has authored books that have been transformed into workshops. She has served as a Youth Minster, and her favorite charity is St. Jude’s Children’s Hospital.
Patty lives by the mantra of always doing what is best for the customer; by tailoring benefits to the needs of the customer and educating employees on how to choose the best benefits for themselves and their families.
pmonasterio@inszoneins.com
(909) 718-8153
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Jill Macchitelli
Jill Macchitelli is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in December 2022. Jill has worked in both large and small broker firms, and her experience with both firms and insurance carriers has given her a unique perspective in the insurance industry. She worked with nurses in pre-certification and with Medicare members on the carrier side. Jill has a great work ethic and a strong desire to help people, which she is excited to share with her clients and team members at Inszone Insurance.
In her free time, she enjoys watching football with her husband and solving crossword puzzles.
jmacchitelli@inszoneins.com
(847) 230-3264
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Marcella Delorie
Marcella Delorie is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Cabrera Insurance & Financial Services. With over two decades of experience in customer service, Marcella is a pronounced professional in the customer service field. Her experience in the field has provided her with valuable skills that she uses daily in helping her clients with their commercial insurance needs.
On her off time, Marcella enjoys spending time with her family and adventuring outdoors with her boyfriend.
mdelorie@inszoneins.com
480-591-6913
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Personal Lines
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Jose Vidrios
Jose Vidrios is a Senior Personal Insurance Specialist at Inszone Insurance Services. An insurance veteran, Jose entered the Industry in 2007 with his focus on Home and Auto Insurance. With a strong background in personal finance and banking, he was able to transition into his new insurance career seamlessly and was able to bring immediate upside to his new clients as he built his base. Over his career, he has successfully developed several teams, making a positive impact for dozens of insurance professionals and their customers most importantly. Jose has been the recipient of countless top performance awards over the years for his incredible customer service and if you ask any of his clients, they would tell you he’s earned it.
Jose joined the Inszone Team in 2014 and has been the foundation of the Personal Lines Division. Since starting, he has been awarded some of the agency’s highest honors:
Excellence Award – 2016
Agency MVP – 2018In his off time, Jose enjoys traveling, restoring vintage cars and spending time with his amazing family.
jvidrios@inszoneins.com
916-503-4855
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Jane McDowall
Jane McDowall is a Senior Personal Insurance Specialist at Inszone Insurance Services. Jane started her career as a teenager in her grandfather’s three-generation family agency, McDowall & Keeney Insurance Associates, under the invaluable tutelage of her father James McDowall. Jane decided to join Inszone to avail her customers the larger carrier access and technological support that comes with an agency of greater size while continuing the customer-first integrity and VIP service her clients have always enjoyed. Jane’s love of classic cars, boating, antiques and collectibles enable her to help customers create insurance portfolios not only for their typical home and auto insurance needs but to cover their cherished recreational and collector needs as well.
Jane joined Inszone in September 2020 after the merger with McDowall & Keeney Insurance Associates and is proud to continue the McDowall’s family tradition of serving customers with unparalleled care and dedication.
Jane is blessed with four daughters and ten grandchildren living in California. On her time off, she spends her time on gardening, cooking, and swimming with her family.
jmcdowall@inszoneins.com
916-830-2740
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Lisa Newman
Lisa Newman is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Interstate Benefits & Casualty Insurance Services. Lisa began her career in 2006 when she was hired as the agency’s bookkeeper and in 2009, she became a licensed agent specializing in home and auto.
Lisa’s bookkeeping skills naturally transferred her into the policy service part of being an agent. Communication, listening, and attention to detail are her keys to success, and the experience she received has made all the difference to her as she continues to serve her customers as well as her community at large.
Lisa has been a resident of Nevada County since 1989 and has been involved in many community groups. Currently she is the co-founder of the Newman Memorial Foundation which was founded after the loss of her two sons, Ryan and Brett. The Newman Foundation provides scholarships to assist young adults in her community to defray the costs of their first year in college.
On her off time, she enjoys spending time with her grandson, Finn, being a homemaker, serving at her church, making Sunday dinner, crafting, and reading.
lnewman@inszoneins.com
530-491-5490
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Saul Rodriguez
Saul Rodriguez is a Senior Personal Insurance Specialist at Inszone Insurance Services. After beginning in the industry in 2015, Saul spent the time needed to build the knowledge and experience critical in providing unique insurance solutions to his customers. He was drawn to Inszone because of the ability to access hundreds of relevant insurance carriers, which is exactly what he needs to ensure his customers have the best solutions possible. Saul is passionate about insurance; working continuously to increase his expertise and educate his customers on the coverage options to best fit their needs.
On his time off, Saul enjoys spending time with his family, including his two boys and playing sports.
srodriguez@inszoneins.com
916-842-3018
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DeEtte Wiberg
DeEtte Wiberg is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in July 2021, after the merger with Strachota Insurance Agency, Inc. DeEtte has been in the insurance industry since 1985 and has always treated her clients the way she expects to be treated. Her favorite part of being an insurance professional is building relationships with her clients and providing them with top-notch quality customer service.
On her off time, you will find her spending time with her family, at home with her dog Rudy, gardening, or going to historical sites and museums.
dwiberg@inszoneins.com
951-284-4868
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Elizabeth Roeper
Elizabeth Roeper is a Senior Personal Insurance Specialist at Inszone Insurance Services. A customer service and sales expert for over 17 years, Liz has been with Inszone since August 2019. She prides herself in finding creative solutions, helping her clients find the best combination of coverage and price to meet their unique needs. She brings a wealth of knowledge and when combined with her genuine care for each customer, Liz will more than exceed your expectations.
Liz has been a resident of Arizona for decades, bettering communities like Sierra Vista, Flagstaff and currently as a Prescott Valley resident for 6 years and counting.
On her time off, Elizabeth loves hiking with her dog, camping with family, and kayaking.
eroeper@inszoneins.com
928-460-5483
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Judy Affeld
Judy Affeld is a Senior Personal Insurance Specialist at Inszone Insurance Services. She has been a licensed insurance agent since 1996 and specializes in all lines of personal insurance. Judy grew up in Southern California and in 2012 she moved to the Bay Area where she continues to serve her clients in both Northern and Southern California. In July of 2021, after the merger with Strachota Insurance Agency, Inc., Inszone happily welcomed her to our team. Judy’s dedication in providing excellent customer service and superior value, along with always putting the needs of her clients first, has allowed her the success of being able to protect her clients from hazards and risks, and with Judy, it’s never a risk to give her a call.
Judy has been happily married for 33 years, has two grown children and two grandsons. On her time off, she enjoys spending time with her family, golfing, hiking, biking, and shopping with her daughter.
jaffeld@inszoneins.com
951-284-4871
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Komonh Sengpheth
Komonh Sengpheth is a Senior Personal Insurance Specialist at Inszone Insurance Services. He has over 20 years of licensed sales and service experience. Komonh serviced a large portion of the personal line accounts for Ratliff Insurance before its merger in October 2021. He relishes the opportunity to help his clients, always educating them on the nuances of their insurance policies.
On his off time, Komonh enjoys spending time with his family and friends. He is also an avid outdoorsman who loves to travel as much as possible.
ksengpheth@inszoneins.com
214-379-4659
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Sarah Long
Sarah Long is a Senior Personal Insurance Specialist at Inszone Insurance Services. Sarah is based out of the Temecula Valley area and enjoys building new relationships with clients. She became a personal insurance agent to help her clients navigate their policies and offer them peace of mind. Her mission is to ensure a client has the policies to fit their specific needs. She can advise on a multitude of products and services including home, auto and umbrella.
Sarah joined Inszone in November 2021 after the merger with her previous company, Stromsoe Insurance Agency.
On her off time, she enjoys spending time with her family and friends as well as volunteering with local non-profits.
sarahl@inszoneins.com
951-239-4490
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Amber Thompson
Amber Thompson is a Personal Insurance Specialist at Inszone Insurance Service. Amber is well on her journey in the insurance industry that started in the middle of June in 2019. She is a family centered individual and is passionate anything that has to do with outdoor activities with her husband and baby daughter.
athompson@inszoneins.com
520-586-2226
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Rotunda Llopis
Rotunda Llopis is a Personal Lines Insurance Specialist at Inszone Insurance Services. She began her career specializing in workers compensation claims and later transitioned into property/casualty insurance. With over 13 years of experience, she continues to excel in her job and is committed to providing the highest level of customer service for her clientele day in and day out. She would love to customize a personal insurance package to fit your unique needs.
In her spare time, Rotunda is very involved with her family and supports a variety of community service events annually. She has a passion for service and regularly works with local charities to assist in their projects. She also enjoys reading about American history, loves writing poetry and is passionate about healthy eating and culinary arts.
rllopis@inszoneins.com
916-738-7804
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Trinidad Radillo
Trinidad Radillo is a Personal Lines Insurance Specialist at Inszone Insurance Services. She started her insurance career in 2016 where, thanks to a strong work ethic, she quickly developed her skill set and therefore quickly grew a loyal client base. A core principle that led to such immediate success was to put your client first and deliver a consistently high level of customer service.
Trinidad joined the Inszone team in 2018 and realized by combining her customer-centric approach with Inszone’s extensive selection of Insurance providers, she would be able to find a solution for any of her client’s unique needs. She continues to thrive in this environment, and values the relationships she builds with her customers most. She is fluent in Spanish and ready to find the perfect insurance solution for her clients both locally and beyond.
Although her career is a top priority, Trinidad enjoys spending time with her family and close friends in her free time.
tradillo@inszoneins.com
707-446-2467
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Matthew Choe
Matthew Choe is a Personal Insurance Specialist at Inszone Insurance Services. Matthew started his insurance career in 2012 and has been passionate about developing his expertise ever since. Over the years, he has developed a loyal customer base by focusing on educating his clients on options and helping them find the best package to suit their needs. He’s committed to a strong service standard and uses his expansive knowledge to help solve even the most complex insurance problems.
During his time off, Matthew loves spending time with his family, watching a good movie and playing games with his friends.
mchoe@inszoneins.com
925-520-3317
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Audrey Sida
Audrey Sida is a Personal Insurance Specialist at Inszone Insurance Services. Audrey is a proud licensed insurance agent and loves helping her customers with their questions and policies. She prides herself in getting to know her clients so she can provide the best service possible to them.
Audrey dedicated three years of her insurance career to Wiseman Insurance Agency as a Personal Lines Customer Service Representative then joined Inszone after the company’s merged in November 2020.
asida@inszoneins.com
801-655-0305
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Jolleen Ruberry
Jolleen Ruberry is a Personal Insurance Specialist with Inszone Insurance Services. Her career in the insurance sector began in 2011 with the United States Automobile Association (USAA). She prides herself in developing meaningful connections with her clients and having herself readily available to their insurance needs. Jolleen yearns to continue developing her insurance know-how to continue providing her clients with exemplary service.
Jolleen joined Inszone in December 2020 after the merger with Schaefer Insurance Agency.
In her leisure, Jolleen enjoys camping, fishing, and spending time with her family.
jruberry@inszoneins.com
719-578-8660
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Marlen Soto
Marlen Soto is a Personal Insurance Specialist at Inszone Insurance Services. Originally with Full Cycle Insurance since 2013, Marlen became a member of the Inszone team following their recent merger. Marlen is a dependable insurance provider who strives to exceed her customers’ expectations when it comes to their insurance needs.
Marlen joined Inszone in December 2020 after the merger with Full Cycle Insurance.
In her leisure, Marlen enjoys hiking, exploring new local restaurants, and spending time with her husband & dog.
msoto@inszoneins.com
480-755-5213
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Brenda Luna
Brenda Luna is a Personal Insurance Specialist at Inszone Insurance Services. Originally, Brenda was as an Insurance Agent/Motorcycle Insurance Specialist for Full Cycle Insurance for almost three years.
Brenda joined Inszone in December 2020 after the merger with Full Cycle Insurance.
In her leisure, Brenda enjoys writing poetry and spending time with her boyfriend, sisters, and daughters.
bluna@inszoneins.com
480-755-5296
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Angelica Castellon
Angelica Castellon is a Personal Insurance Specialist at Inszone Insurance Services. A licensed California Property and Casualty Agent with a focus on personal lines, Angelica has been in the insurance industry since 2016. Prior working in the insurance industry, Angelica worked in customer service and sales for 17 years, with 13 of those years devoted to the banking industry. Her transition into insurance gave her the opportunity to focus on client needs and building relationships. Angelica is always open to challenges and she is excited to bring her knowledge and work ethic to a new challenge.
Angelica is currently working towards her designation as a Certificated Insurance Service Representative.
Angelica joined Inszone in May 2021 after the merger with Williams Insurance Services, Inc.
On her time off, Angelica enjoys reading, gardening, boating and camping with her husband and two children.
acastellon@inszoneins.com
760-547-2120
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Brianna Calafato
Brianna Calafato is a Personal Insurance Specialist at Inszone Insurance Services. An Associate Degree holder in Science and a licensed California & North Carolina Property and Casualty Agent, Brianna has been in the insurance industry since 2019. She started as an Administrative Assistant for an Insurance Brokerage in North Carolina and was quickly promoted as an Office Manager. Prior to working in the insurance industry, Brianna worked for almost a decade in the customer service field, with three of those years devoted to sales support. Her goal as an insurance agent is to help individuals understand and acquire the coverage they need. She prides herself in her thorough attention to detail and being compassionate to her clients.
Outside of work, Brianna is an active member of Phi Theta Kappa & Psi Beta Honor Societies, and has volunteered to charitable organizations such as YMCA and Salvation Army.
On her time off, Brianna enjoys spending time with her dog, and husband who serves in the Marine Corps. She also likes to visit national parks, learning new recipes, and weightlifting.
bcalafato@inszoneins.com
760-547-2124
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Maritza Ganime
Maritza Ganime is a Personal Insurance Specialist at Inszone Insurance Services and shares the same passion as her teammates for helping others. She is an active listener, a hard worker, personable and patient with both her team and clients. Maritza values her position and loves getting to know her clients so she can protect everything they’ve work so hard for.
Maritza joined Inszone in November 2021 after the merger with her previous company, Stromsoe Insurance Agency.
On her off time, Maritza enjoys sports, both as a spectator and a participant, camping with her family or spending time in Mexico enjoying the beautiful beaches.
mganime@inszoneins.com
951-239-4488
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Dael Bowman
Dael Bowman is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Strachota Insurance Agency, Inc. Dael began her career in the insurance industry with Traveler’s Insurance. She then transferred to W.D. Brooks insurance where she worked for more than a decade as an insurance agent and account manager. Prior to joining Inszone, she worked for Strachota for more than a decade and was an integral part of the company’s Personal Lines Department. Dael appreciates her customers and works hard to help her clients safeguard their investments with affordable insurance solutions.
On her off time, Dael enjoys spending time with her family, traveling, reading, and sky diving.
dbowman@inszoneins.com
951-284-4864
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Andrea Tomcik
Andrea Tomcik is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Ciardella Insurance Services. Andrea’s career in the insurance industry began in 2015 with Ciardella Insurance as a Customer Service Representative (CSR). She obtained her insurance license a year after and has been working in Personal Lines ever since. She enjoys getting to know her clients and their insurance needs and providing top-notch service.
On her off time, Andrea enjoys attending San Francisco Giants and San Jose Sharks games, traveling, cooking, watching a good movie or TV show, and reading Stephen King books. She also loves spending time with her family, teenage daughter, and her two cats.
atomcik@inszoneins.com
916-394-8165
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Cherise Anderson
Cherise Anderson is a Personal Insurance Specialist at Inszone Insurance Services. Cherise was raised in a family of Insurance Agents so naturally wanted to follow in the footsteps of her Father and Brother. While they have since retired, she is proud to be still going strong in her insurance career. Her insurance experience included Breitweiser Insurance Services, Mountain America Insurance Services, The Leavitt Group, and now Inszone Insurance Services.
Cherise graduated from Weber State University with a degree in Technical Sales. With that background, along with years of working hard in the insurance industry, she has enjoyed helping clients find the best personal lines insurance products with superior ranked companies, the right coverages, competitive prices, and with excellent customer service during the whole process. She loves developing relationships with her clients that results in great friendships over the years. She has a passion for educating clients on their insurance coverages so they can make informed decisions.
In 2021 she earned the coveted Personal Lines “Top Selling Agent” award sponsored by the Leavitt Group Agencies and Travelers Insurance.
On her time off, she enjoys time with her beloved family and friends. As a side hobby, she has appeared on television dozens of times, sharing her cooking recipes, and was awarded “Best Personality of the Year” by the Utah State Fair Board.
canderson@inszoneins.com
801-341-0189
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Silvi Cha
Silvi Cha is a Personal Insurance Specialist at Inszone Insurance Services. She pursued her education at a university in Argentina. After graduating in 2001, Silvi moved to the United States and began her career in the insurance industry. She started working as a Personal Auto Customer Service Representative and now she’s focused on Commercial and Workers’ Compensation insurance. Silvi joined Inszone in August 2021.
Silvi is fluent in Spanish, Korean and English, which gives her the opportunity to better assist her foreign and local clients.
On her off time, Silvi enjoys traveling and camping with her family.
scha@inszoneins.com
916-379-8628
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Elizabeth Aleteanu
Elizabeth Aleteanu is a Personal Insurance Specialist at Inszone Insurance Services in Colorado Springs, Colorado. Coming from a background in medical, real estate, and customer service, Elizabeth joined the insurance industry in 2018. She became a producer after experiencing a devastating loss in her family and realized first-hand how critical having the right insurance could be. Elizabeth is passionate about delivering a high-quality experience for each client, tailoring coverages to their specific needs and delivering the peace of mind they deserve in knowing they have the most elite solution.
She dedicated 2 years at the Scott Anderson Agency as a Producer, then joined Inszone Insurance Services shortly after the company’s merged in March of 2022.
On her off time, Elizabeth enjoys spending quality time with her husband, 2 kids, Great Pyrenees dog, working on art commissions, reading, and cooking gourmet meals.
ealeteanu@inszoneins.com
719-405-0012
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James Tarvis
James Tarvis is a Personal Insurance Specialist at Inszone Insurance Services. James joined Inszone in February 2022 with more than two decades of experience in customer service and sales. A licensed producer, James is excited to expand his insurance knowledge and help share what he learns to help benefit everyone at Inszone and the customers he serves. James takes pride in his friendly attitude and desire to always provide the best service to his clients. If you are looking to protect your assets, James is always willing to lend a helping hand with your insurance needs.
On his time off, James enjoys reading books, eating at restaurants, playing video games, and exploring new or unique food experiences.
jtarvis@inszoneins.com
916-567-3796
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Jose Saballos
Jose Saballos is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2021 after the merger with RISCO Insurance Services Inc. Jose was born in Nicaragua and has been in the insurance industry for more than 36 years. Jose is a man of little words with a big heart and when he’s not finding the best insurance for his customers, you’ll find him helping to feed the homeless.
On his days off he enjoys spending time with his family, photography, watching videos and listening to music.
jsaballos@inszoneins.com
323-587-9151
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Ji Yoon Han
Ji Yoon Han is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Mirae Insurance. Prior to joining Inszone, Ji Yoon was a Personal and Commercial Lines Customer Service Representative. Ji Yoon enjoys helping her customers with their insurance needs, as well as being able to interact with all types of businesses and individuals along the way. Ji Yoon’s focus is to ensure that all of her customers have the necessary protection to keep their assets safe from potential hazards and risks. She is also fluent in Korean, which gives her the opportunity to better assist her foreign and local clients.
On her off time, Ji Yoon enjoys traveling and camping with her family.
jhan@inszoneins.com
714-752-8981
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Sara Graham
Sara Graham is a Personal Insurance Specialist at Inszone Insurance Services. Sara is a licensed California Property and Casualty agent. Prior to joining Inszone, Sara worked in the Rental Car business for the past fourteen years. Her communication skills and passion for helping others has brought experiential knowledge to help and meet the needs of her clients. Sara’s work ethic, passion for learning, and extensive background in customer service will ensure her clients have the best coverage and experience possible. Her goal is to help her clients understand and acquire coverage that best fits their individual needs.
On her time off, she enjoys staying active, shopping, and spending time with her family and friends.
sgraham@inszoneins.com
916-503-6289
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Geremy Kerr
Geremy Kerr is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in April 2022 after the merger with Caleb Insurance Group. With over two decades of experience in the insurance industry, Geremy has extensive expertise with many insurance companies and their offerings. Geremy uses his knowledge and expertise to help his clients get the right coverage for the best value.
A 40-year resident of Katy, Geremy graduated from Katy High School and attended Stephen F. Austin State University earning both a BA and an MBA in Business.
On his time off, Geremy loves to shoot guns, swim, play baseball, and fish with his three sons.
gkerr@inszoneins.com
281-371-6489
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David Teachey
David Teachey is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in April 2022 after the merger with Caleb Insurance Group. David has specialized in automobile insurance since 1988. The fact that most of his experience has been in automobile claims gives him insight into the true value of making sure his customers receive the information for the coverage that is best for their situation.
David was drawn to the insurance industry to serve and protect his customers from unexpected emergencies. He believes that working as an insurance agent is a noble profession and he is genuinely proud to be a part of the insurance industry.
When not helping people with their insurance needs, David enjoys reading, listening to music, and camping. An avid Formula One racing fan, David also has an irrational love in owning impractical automobiles.
dteachey@inszoneins.com
281-371-6493
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Rosita Espinosa
Rosita Espinosa is a Personal Insurance Specialist at Inszone Insurance Services. Prior to working at Inszone, Rosita worked as a Pet Groomer for five years. With her eagerness to learn more about Insurance, she decided to join Inszone in April of 2022. Rosita is dedicated to not only fulfilling her clients’ insurance needs but also prides herself in providing the very best customer service to them.
On her time off, you will find Rosita spending her time with her daughter and two dogs, learning new recipes, gardening, and volunteering at shelters, and helping pets find their forever homes.
respinosa@inszoneins.com
559-547-2196
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Maria Perez
Maria Perez is a Personal Insurance Specialist at Inszone Insurance Services. Prior to working in the Insurance industry, Maria worked in Law Enforcement for almost a decade. She decided to pursue a career change and joined Inszone in April of 2022. Maria is committed to providing the highest level of customer service for her clientele day in and day out.
She is confident that her ability to communicate and empathize with others will allow her to have a very fruitful career at Inszone. Her primary goal is to portray a sense of partnership and confidence with her customers so not only are their assets adequately protected but they are content with the product and service provided to them.
On her off time, Maria enjoys spending time with her friends and family, trying new foods, wine tasting, and traveling.
mperez@inszoneins.com
559-272-2019
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Luis Leal
Luis Leal is a Personal Insurance Specialist at Inszone Insurance Services. Luis maintains a Qualified Personal Lines Specialist (QPLS) designation and wishes to provide a wealth of knowledge to all his clients to ensure that their insurance needs are properly covered. His main goal is to always give the best service possible while maintaining lasting relationships with his clients.
On his time off, Luis enjoys hiking, baking, watching action and horror movies, and going out with his friends.
lleal@inszoneins.com
559-272-2013
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Ethan Myers
Ethan is a Personal Insurance Specialist at Inszone Insurance. He graduated from Nebraska Wesleyan University and got his Bachelor of Science degree in 2012. Ethan is a Colorado native who enjoys taking advantage of everything nature has to offer. With several years of experience in the insurance industry, he sees himself excel in coaching his clients on what is the best coverage options and carriers they should choose based on their specific needs. He loves helping people better their insurance situation by making sure they are properly protected.
Ethan joined Inszone in June 2022 after the merger with his previous company, The Young Insurance Group.
In his free time, Ethan enjoys working with music and spending time with his wife and their dog.
emyers@inszoneins.com
303-660-0470
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Jan Riggsby
Jan Riggsby is a Personal Insurance Specialist at Inszone Insurance. She has been in the property and casualty insurance industry since 1998. She started in customer service and earned her agent’s license in 2000. She then moved into quality assurance and training. She joined The Insurance Place in 2004 and was able to earn her CISR designation in 2008. She loves getting to know her clients and their families and feels accomplished whenever she’s able to help them with their policies as their needs change. She loves seeing clients go from being the 16-year-old on their parents’ policy, to moving out on their own, having their own family, and eventually insuring their own teenage drivers.
Jan joined Inszone in June 2022 after the merger with her previous company, The Insurance Place.
Jan is a travel enthusiast who is one state away from completing her goal of visiting all 50 states. She travels whenever possible to experience other cultures, see new sites, and just enjoy the vast scenery we have in this world. She also loves sharing meals with her family and friends.
jriggsby@inszoneins.com
303-232-3100
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Ross Comly
Ross Comly is a Personal Lines Insurance Specialist at Inszone Insurance. He graduated from Colorado State University and now believes that his experience in customer service and project management have helped him prepare to join the insurance industry. He was able to get his PLCS and has since moved more into commercial lines. He believes that great communication skills, work ethic, and honesty are the attributes that lead to a great customer experience.
Ross joined Inszone in June 2022 after the merger with her previous company, The Young Insurance Group.
During his free time, Ross loves to do all the Colorado things like skiing, golfing, hiking, exploring restaurants, and spending time with his family.
rcomly@inszoneins.com
720-465-7056
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Chris McGrew
Chris McGrew is a Personal Insurance Specialist at Inszone Insurance. He graduated with a bachelor’s degree at Eastern Illinois University. He became an owner of a captive insurance agency for 4 years, and an insurance agent for 11 years. His experiences in the industry over the years helped him become a reliable agent. He always gives his customers piece of mind by ensuring they are taken care of.
Chris joined Inszone in June 2022 after the merger with his previous company, The Young Insurance Group.
Outside of work, Chris volunteer as a baseball coach for his kids’ team. He loves skiing, mountain biking, hiking, and spending time with his family.
cmcgrew@inszoneins.com
303-955-0377
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Monique Guardado
Monique Guardado is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in April 2022 after the merger with Allied Insurance Professionals Group. In 2005 during her senior year in high school, Monique joined a co-op class called Business Professionals of America which led her to her first job at Allied Insurance Professionals. After graduating high school, Monique continued to work part-time as a Customer Service Representative while pursuing her bachelor’s degree in Psychology at the University of Houston-Downtown.
Monique continued to expand her knowledge in the insurance industry and became licensed in Personal Lines Insurance. She has built many customer relationships over the years and believes that part of being successful in the insurance industry is being able to help understand the customers’ needs as well as help educate them while providing excellent customer service.
Monique is a proud wife of her wonderful husband and fur parent of three amazing dogs. On her time off, she enjoys traveling, listening to music, hanging out by the beach, and spending time with her family.
mguardado@inszoneins.com
713-451-2277
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Chris Jones
Chris Jones is a Personal Insurance Specialist at Inszone Insurance Services, joining the team in 2022. Chris has helped over 5000 clients protect their families and assets during his insurance career. A resident of Lee’s Summit Missouri, Chris has expertise in personal lines products to provide coverage nationally. After working several years in a call center environment where caring for the client was not highly regarded, he decided to join Inszone. Chris values his client’s and desires to build relationships. He believes people should be more than number in a corporation’s book. He holds a degree in Finance from Missouri State University, formerly known as SMSU. He is also a former real estate agent and lending advisor. Chris’s uses his expertise to ensure his client’s coverage encompasses their entire financial needs. As a seasoned agent, he ensures you get the best protection for the best price. Chris is the preferred insurance referral of many local real estate and mortgage professionals in the Kansas City and Overland Park communities. Chris’s passion is creating insurance plans which allow clients a safer, more secure life, and the peace of mind that they have appropriate protection on home, auto, and personal assets. He grew up north of the river and has lived in the Kansas City area his whole life. Chris is active in the community from Scouting (Eagle Scout), to coaching his son’s and daughter’s soccer teams for years.
He recently moved to Lakewood and enjoys spending time on the water especially Lake Lotawana, Jacomo, and Blue Springs Lake.
If you’re looking for an insurance agent that cares, give Chris a call for a free insurance quote 816-683-9570.
Chris offers Auto, Home, Life, and Business Insurance under one roof and is here to provide the best protection at the best price.
cjones@inszoneins.com
816-683-9570
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Jennifer Kozlowski
Jennifer Kozlowski is a Personal Insurance Specialist at Inszone Insurance Services, joining the Inszone team in January 2022 after the merger with Appling Insurance Agency. Jennifer started in the insurance industry working part time at International Marine Underwriters while attending UC Davis. In 2000 she began working for Progressive insurance before getting her insurance license and transitioning to Appling in 2004 as a Personal Line’s Agent. Jennifer’s genuine concern for her clients, empathy, and years of insurance experience help her provide exceptional service.
Jennifer has been with her husband for 23 years and has enjoyed raising her daughter to young adulthood. In her off time, she enjoys singing, swimming, sewing, and reading as well as a Disney trip.
jkozlowski@inszoneins.com
707-585-1956
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Barbara Freiday
Barbara Freiday is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in January 2022 after the merger with Appling Insurance Agency.
Barbara started working in the insurance industry as a part-time file clerk when she was in college and never left! Mainly focusing on home and auto insurance with some business auto policies thrown in, Barbara enjoys building relationships with her clients and matching insurance to their needs. Many of her great clients have been with her for decades.
Barbara loves to learn and went back to college to earn her bachelor’s degree in English Literature. Outside of work, she likes to spend time with her family, work in her garden, read, and sew. She also enjoys exploring new places and recipes. In fact, she rarely makes the same recipe more than once because there are so many new things to explore.
bfreiday@inszoneins.com
707-585-1962
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Noemi Ornelas
Noemi Ornelas is a Personal Insurance Specialist at Inszone Insurance Services. She joined the team in 2022 and has been in the insurance industry since 1998 focusing on Home and Auto. She was an office manager for 23 years and prides herself in providing her customers with excellent customer service. Noemi likes to treat her customers the same way she’d like to be treated. She enjoys coming to work every morning and helping her clients with their insurance needs.
On her time off she enjoys spending time with her family and her dog. She loves listening to music, and she also enjoys volunteering at her church planning events.
nornelas@inszoneins.com
310-677-8199
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Gabriela Carrisoza
Gabriela is a Personal Insurance Specialist at Inszone Insurance Services. She joined the team in 2022 after the merge with Cameo Insurance Services. She has worked in the insurance industry for 19 years and focused on Home and Auto. Gabriela is committed to giving her customers quality customer service every time and goes extra mile to exceed their expectations.
On her time off, Gabriela enjoys spending time with her friends and family. She loves going to the movies, watching baseball games, cooking, and listening to music.
gcarrisoza@inszoneins.com
310-677-8199
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Trevor Smith
Trevor Smith is a Personal Insurance Specialist at Inszone Insurance Services. He joined the Inszone team in 2022. He is currently earning his bachelor’s degree in Business Management from Grand Canyon University. Trevor worked as a manager at Chick-fil-A for over three years, teaching him the importance of customer service, client relations, and a strong work ethic. Trevor holds an insurance designation as a Qualified Personal Lines Specialist, (QPLS) allowing him to effectively educate clients on their insurance needs. Relying on his extensive background in customer service, Trevor is a great advocate for clients and enjoys working with people to ensure all their assets are well protected.
In his free time, Trevor likes to spend time with family and friends, watching football, and fishing in the Sierra Nevada mountains.
tsmith@inszoneins.com
714-619-5624
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Leanne Exum
Leanne Exum is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in June 2022 after the merger with The Young Insurance Group. Her career in insurance began in 2002 as an Insurance Assistant, later transitioning to an Insurance Broker in 2006. Now, with decades of experience under her belt, she enjoys helping her customers with their personal insurance needs, ensuring they get the best coverage and guiding them through the complex world of insurance. She prides herself in developing meaningful connections with her clients and providing them with a personalized and comprehensive experience.
Leanne is a long-time Colorado resident and enjoys all that colorful Colorado has to offer. She loves her family and enjoys spending as much time as possible with her 4 beautiful grown children and grandchildren. When not playing Mom, Grandma, or Insurance Agent, she enjoys the great outdoors and keeping up with her highly energetic Berne doodle, Charlee. Hiking, camping, skiing, and traveling are just a few of her favorite pastimes.
lexum@inszoneins.com
303-660-0470
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Carrie Gallegos
Carrie Gallegos is a Personal Insurance Specialist at Inszone Insurance Services. She started in customer service when she was 17 and spent a decade in the banking industry before joining the insurance industry. She previously worked for captive agents before moving to a brokerage role. She has always liked helping people and prides herself on being very friendly.
In her time off, Carrie loves to read, craft, hike, and keep active. She is a fur mom and loves to spend time with her family and her boyfriend, Konrad. As a Colorado native, she is still into exploring all four corners of the state.
cgallegos@inszoneins.com
303-660-0470
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Leslie Ditto
Leslie Ditto is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in 2022 after the merger with her previous company, Proctor Insurance. She attended Blinn Junior College and majored in Business Administration. She began her career on the agency side for two years before transitioning to Farmers Insurance as a district recruiter in the district managers office for Anthony Jean and Dan Radawitz for two years, where she hired and trained new agents to start their own agencies and learn new agency management operating systems. She returned to Proctor Insurance in 2008 as a licensed personal lines producer, where she has remained until the company was merged with Inszone.
She takes pride in providing excellent customer service while maintaining integrity and thinking outside the box to solve difficult challenges. Leslie has an exceptional work ethic and unparalleled follow ups with clients willing to take on difficult projects.
In her free time, Leslie loves horseback riding and spending time with her husband and two children. She also enjoys hunting, fishing, and spending time outdoors.
lditto@inszoneins.com
281- 448-7750
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Shannon Marchesani
Shannon Marchesani is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in November 2022 following the merger with Brinch Agency Insurance. She has worked in the insurance industry since 2000, focused on personal lines. In 2017, she obtained her Michigan Property & Casualty license. Shannon enjoys being part of a team and working with her clients to maintain their insurance needs. She is committed to providing her customers with quality customer service.
On her time off, Shannon enjoys riding bikes, outdoor adventures, reading, and spending time with her family.
smarchesani@inszoneins.com
586-415-4214
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Jeff Woodson
Jeff Woodson is a Personal Insurance Specialist at Inzone Insurance Services, joining Inszone in November 2022 following the merger with Brinch Agency Insurance. His professional career began in 2017, and he has since then dedicated his time to educating clients on options that best suit their needs. He prides himself on building lasting relationships with his clients and strives to exceed his customers’ needs.
On his time off, Jeff enjoys spending time with his family and friends.
jwoodson@inszoneins.com
586-415-4214
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Jenny LaShell
Jenny LaShell is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in November 2022 following the merger with Vaught, Wright & Bond. Prior to joining Inszone, she worked for Vaught, Wright & Bond for 20 years, but has been in the industry since 1993, specializing in personal lines. Jenny prides herself on providing the best customer service possible.
In her spare time, Jenny enjoys spending time with her friends and family.
jlashell@inszoneins.com
530-622-1835
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Cindy Simmons
Cindy Simmons is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in November 2022 following the merger with Brinch Agency Insurance. She has been a licensed professional since 2003. She enjoys working with the public and educating her clients on their need for insurance. Cindy finds it rewarding to help individuals understand insurance coverages and the benefits and protection they provide.
During her personal time, Cindy enjoys gardening and spending time with her children and grandchildren.
csimmons@inszoneins.com
586-415-4214
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Stephanie Phan
Stephanie Phan is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in November 2022. She earned her bachelor’s degree in psychology at the University of California, Riverside and her strengths include being genuine, emphatic, diligent, and coachable. Stephanie joined the Inszone team after working as a captive agent, but enjoys working on the broker side so that she can find her client the absolute best, with a much larger pool of resources to pull from.
In her free time, she likes eating a variety of foods, especially KBBQ and seafood boils. She also enjoys listening to music and discovering new artists and songs.
sphan@inszoneins.com
(951) 239-4493
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Nicholas Elsasser
Nick Elsasser is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in January 2023. He graduated from California Baptist University in 2022 with a bachelor’s in Criminal Justice. Nick worked as a manager at Chick-Fil-A for over five years, teaching him the importance of customer service, client relations, and a strong work ethic. Nick holds an insurance designation as a Qualified Personal Lines Specialist (QPLS), allowing him to effectively educate clients on their insurance needs. Relying on his extensive background in customer service, Nick is a great advocate for his clients and enjoys working with people to ensure all their assets are well protected.
In his free time, Nick likes to spend time with family and friends, watching football, and snowboarding.
nelsasser@inszoneins.com
(714) 352-4334
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Tracy Lee
Tracy Lee is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in December 2022 after the merger with David Tennant Insurance. She obtained an Associate degree in Business Administration, a Bachelor of Science in Business Management and Marketing, and a minor in Art History. She has been in the insurance industry since 2015, primarily in personal lines with some commercial expertise, previously working as an office manager for David Tennant Insurance Agency. Her educational advancements and experiences have created a solid foundation for her career growth. She develops her skills by participating in consistent and ongoing learning. She has a strong work ethic as well as a strong emphasis on client education, exceptional customer service, and training skills. Tracy enjoys the ‘hometown’ vibe of the Central Coast and wants her customers to have the same experience.
Tracy has several businesses, including one focused on business development and consulting, an event planning company, and a boutique wine distribution company. She has also served as a Group Leader and Event Planner for various fundraising and philanthropic organizations. Tracy is passionate about philanthropy and charitable events.
In her time off, she enjoys spending time with her family, food and wine culture, as well as art and history. She enjoys traveling and cooking multi-course meals for large groups of people. Tracy has lived on the central coast for almost 25 years and loves everything about the area. She also enjoys funny dad jokes.
tlee@inszoneins.com
(805) 474-8962
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Georgette Shao
Georgette Shao is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in February 2023 after the merger with Champions Insurance Group. Prior to her current role, she worked in a variety of occupations including retail, office administration, accounting, and as an electronic component buyer (Distributor and Manufacturer). She moved to the United States with her parents from Taiwan in 1976, and she is fluent in both English and Chinese (Mandarin, Taiwanese and Cantonese).
Georgette is happily married and the proud mother of three wonderful boys. In her spare time, she enjoys volunteering in the community, which includes teaching children and adults to meditate, organizing events for senior care centers, and facilitating vegetarian cooking classes.
gshao@inszoneins.com
(713) 260-8899
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Sherry Xu
Sherry Xu is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in February 2023 after the merger with Champions Insurance Group. She earned her bachelor’s degree in Project Management from Hebei University of Technology in China. She went to the United States to pursue and earn her master’s degree in marketing from Golden Gate University in San Francisco, California. She moved to Houston, TX from San Francisco in 2016 and began her career in the insurance sector in 2019, primarily working on Personal Lines. She is fluent in English and Mandarin.
In her time off, she enjoys playing with her dog and cooking for her family. She enjoys listening to music and watching movies starring her favorite idol group and actors.
sxu@inszoneins.com
(713) 260-8899
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Taylor Ratliff
Taylor Ratliff is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in October 2021 after the merger with Ratliff Insurance Agency. Taylor is a graduate of The University of North Texas with a degree in Finance. He has been in the insurance industry since 2006, with over 15 years of experience in financial services and benefits insurance under his belt. Taylor holds series 6 and 63 securities licenses and is a licensed insurance agent having earned the CLTC designation. He keeps the individual needs of his clients at the forefront.
Through close professional relationships with his clients, Taylor helps to make them the hero of their journey to prepare for life well through retirement. He helps business owners and other stakeholders with succession planning, buy-sell funding, key-person coverage, and benefits packages that provide the means to attract and keep a business’ most valuable asset. Life, Health, Annuity, Long-Term Care, and Disability insurance are key ways Taylor prepares clients to meet the future needs of their families and businesses.
Taylor resides in the far eastern part of Dallas with his wife and two children. He is an avid follower of Formula One racing and looks forward to teaching his children how to drive fast.
tratliff@inszoneins.com
214-379-4663
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Carolyn Aten
Carolyn Aten is a Personal Lines Account Manager at Inszone Insurance Services, joining Inszone in September 2021 after the merger with Summit Insurance Group. Carolyn started her professional career in the insurance industry in 1995 with her focus on claims management, she then transitioned into personal lines products sales & service. Carolyn obtained her Associate in General Insurance (AINS) Designation. Before Carolyn joined the Summit/Inszone team, she worked for a large insurance company in Kansas, working her way up to management in their personal lines division.
When it comes to attention to detail, genuine concern for her clients, and product knowledge, Carolyn is exceptional at providing the best insurance plan for her clients.
Carolyn has been proudly married for 28 years, and on her off time, she enjoys fishing with her husband, spending time outdoors, and playing with her grandkids.
caten@inszoneins.com
816-683-9577
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Desiree Osborne
Desiree Osborne is a Medicare Account Manager at Inszone Insurance Services, joining Inszone in January 2023. She is a licensed Life and Health Insurance Broker in Colorado, Utah, Arizona, and Florida, and she has over 23 years of business management experience. Her passion for sharing her vast knowledge of Medicare and connecting clients with the right supplemental plan strengthens her goal of making strong commitments to her clients, building life-long relationships, and providing custom tailored plans to meet short and long-term needs.
Desiree is a devoted wife and mother of two. In her free time, she enjoys spending time with her family, cooking, and living life.
dosborne@inszoneins.com
(719) 247-7423
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Danielle Green
Danielle Green is a Medicare Specialist at Inszone Insurance Services, joining Inszone in 2022 after the merger with her previous company, Kirsch Insurance Group. Danielle has been in the Medicare business for a few years, specializing in Medicare allows her to work with a multitude of clients to provide them with the services they need.
Danielle loves living in Colorado with her husband Kevin and their three children, Noah, June, and Stevie. She also has two fur babies: Charlie, a Great Dane, and Walter, a Basset Hound.
dagreen@inszoneins.com
303-397-7830
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Mergers & Acquisitions
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Jennifer Sevilla
Jennifer Sevilla is the Vice President of Mergers and Acquisitions at Inszone Insurance Services. Mrs. Sevilla is currently attending Columbia University where she is further studying Mergers and Acquisitions. She is a Harvard Business School Alumni and a Hartford School of Insurance designated Commercial Lines Coverage Specialist. Mrs. Sevilla’s track record of leading businesses to their highest potential gives her the expertise needed to help ensure Inszone Insurance Services can continue towards the goals of accelerated growth and deliver exceptional customer service into the future.
Before joining Inszone Insurance Services in November 2021, Mrs. Sevilla was the CFO of Stromsoe Insurance Agency. During her tenure, she led the agency to record breaking success with her proven expertise in strategic planning and innovative new initiatives. In addition to her previous role, she also brings over 15 years of commercial and investment finance, treasury management and team building expertise. Her extensive experience in helping businesses grow, her unique ability to provide exceptional customer service and her proven history of servant leadership has made her a natural leader amongst her peers and many industries. Mrs. Sevilla’s addition to the Inszone Insurance Services team will help Inszone Insurance Services continue to build its national presence.
Jennifer has been married 20 years and is a mother to three children. In her free time, you can find her in the kitchen making exquisite meals or brewing up a new beer. She loves to snorkel and experience culinary culture around the world.
jsevilla@inszoneins.com
951-990-6374
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Steve Mills
Steve Mills is a Succession Planning Representative at Inszone Insurance Services. Steve joined Inszone in 2021 after a successful promotional career in Marketing for almost three decades. In his current role as a Succession Planning Representative, Steve is involved in the identification, assessment and development planning for Inszone.
On his off time, Steve enjoys skiing, playing golf, and fishing.
smills@inszoneins.com
916-830-2742
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Trevor Rusinyak
Trevor Rusinyak is a Succession Planning Representative at Inszone Insurance Services. With over two decades of leadership experience, Trevor has built and led successful sales and operational divisions all across the West Coast. In his previous positions, Trevor has consistently excelled in leadership development, implementation of organizational strategies, and the creation of world-class work environments. His efforts have led to him attaining numerous awards in recognizing his aptitude. Sales teams under his management have been known to exceed their target objectives, leading to record breaking productivity.
Trevor is a proud father of three amazing children: two daughters and a son. An advocate of good health practices, Trevor can often be found in the gym, on golf courses, or skiing down mountains.
trusinyak@inszoneins.com
916-830-0584
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Jennifer Ober
Jennifer Ober is the M&A Transaction Coordinator at Inszone Insurance Services, joining Inszone in April 2022 after the merger with Caleb Insurance Group. An entrepreneur in business for more than three decades, Jennifer is a native Texan who is dedicated to helping our customers get the right insurance for their assets at the best value. Jennifer brings extensive management experience from her years working with Exploration Technologies Inc., an internationally recognized leader in surface geochemical methods, with over three decades of experience in research, management, execution, and interpretation of geochemical programs pertaining to petroleum and minerals exploration and environmental assessments. ETI has generated over one hundred proprietary geochemical interpretation reports on the geochemistry of domestic USA and International basins. Jennifer spent her time working with clients to negotiate contracts and the general management of client relationships, sales, and the coordination of field work.
Prior to joining Inszone, Jennifer served as Caleb Insurance’s Vice President of Corporate Affairs and helped improve and develop the company’s agency management systems. She loves working in the insurance industry because every day provides her with new challenges, and she enjoys all the fascinating people she comes in contact with.
Jennifer graduated from University of Houston in 1995 with a bachelor’s degree in Civil Engineering Technology.
Jennifer is happily married with three kids and four grandchildren. On her time off, Jennifer enjoys reading and painting. Drawing is one of her passions she hopes to pursue in the future.
jober@inszoneins.com
281-371-6486
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Brett Brown
Brett Brown is a Corporate Development Associate at Inszone Insurance Services, joining the team in 2022. Brett attended California State University, Fullerton before transferring to the University of Phoenix, where he obtained a Bachelor of Science degree in Business Communications. In his previous profession, Brett was the Senior Multifamily Financial Analyst at Lument, one of the largest multifamily agency lenders for both Fannie Mae and Freddie Mac debt placement. In his cumulative 10-year career in the industry, Brett has significant experience with developing streamlined operational processes, cultivating large scale sales team support and was specifically responsible for the training and team building of new analyst employees. In his most recent 5-year window, it is estimated that Brett’s teams were responsible for the origination and placement of over $500 Million in agency debt, helping Lument become a top-10 multifamily agency lender from 2017 to 2022. Consistently exceeding individual and team sales targets, Brett has earned several industry awards not only in recognition of his overall sales performance but his team leadership and training skills as well.
He is the proud father of two amazing children and enjoys being involved in their athletic careers, coaching both of their baseball and softball teams. When he is not at work or on the baseball/softball field, Brett enjoys staying active at the gym or on the golf course and loves spending quality time with his family and friends.
bbrown@inszoneins.com
714-400-0572
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Hayden Ball
Hayden Ball is a Corporate Development Associate at Inszone Insurance. Hayden graduated from Georgia Institute of Technology with a bachelor’s degree of Business Administration with a concentration in finance. Prior to Inszone, Hayden served as an associate in Marsh McLennan Agency’s corporate development group. During his tenure with MMA, Hayden’s primary role was to develop and implement the firm’s corporate strategy and facilitate the origination, execution, and integration of transactions. Preceding his time with MMA, Hayden joined the boutique restructuring firm, Alvarez & Marsal, where he consulted his clients on a variety of projects related to mergers & acquisitions, restructuring and financial reporting. Hayden brings years of experience in building relationships throughout the insurance industry, giving him the ability to comfortably guide our partners through the process of joining Inszone.
On his time off, Hayden enjoys spending time fly fishing for trout in mountain streams, snowboarding, cooking gourmet meals, and attending rock concerts.
hball@inszoneins.com
847-230-3260
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Marketing
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Juan Cruz
Juan Cruz is the VP – Marketing & Development at Inszone Insurance Services. He joined the company in 2016, bringing with him over 7 years of experience in direct response Marketing. Juan holds a Bachelor’s degree in Global Studies as well as a minor in Anthropology from the University of California Los Angeles (UCLA). In his current role at Inszone he oversees all aspects of marketing, entrusted with the task of building a consistent brand as well as successful direct response campaigns. During his career, Juan has helped multiple companies improve and expand their digital presence, grow their lead generation, and improve their brand.
Juan is a travel enthusiast with 25 countries visited so far, Scuba diver and Bike rider, believes in working hard to enjoy life to the fullest.
juanc@inszoneins.com
916-503-6355
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Kendall King
Kendall King is a Marketing Coordinator at Inszone Insurance Services. Kendall received her degree in Human Communication with a concentration in writing and rhetoric from the beautiful CSU Monterey Bay. After spending some time as a Field Office Coordinator for the American Red Cross on an Army post in Germany, she discovered her love for the chaos of marketing, where no day is like another. She started her career in the insurance industry in 2020 and loves working in a field that exists to help others in their time of need.
Kendall joined Inszone in November 2021 after the merger with her previous company, Stromsoe Insurance Agency.
On her time off, Kendall enjoys cuddling up with her son for a Disney movie or finding something new and creative to try. If it weren’t so darn expensive, she’d spend all her time crafting and DIYing.
kking@inszoneins.com
951-249-7001
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Nathaniel Jackson
Nathaniel Jackson is a Digital Marketing Specialist at Inszone Insurance Services, joining Inszone in October 2022 after the merger with Employers Choice. Nathaniel is an IT specialist and self-taught programmer with almost two decades of experience in the tech industry, prior to joining the Inszone team. He is passionate about marketing and utilizing the latest technologies to help businesses reach their goals. He is inspired by those making a difference in the world and lives by the mantra, “If you can’t join them, beat them”.
In his free time, Nathaniel enjoys spending time with his family and four corgis, hiking, boating, skiing, writing poems, reading, and learning about new technologies. He is a fan of revolutionary science fiction such as The Moon is a Harsh Mistress and 1984 and is always looking for ways to contribute to the success of his businesses and communities.
njackson@inszoneins.com
(760) 687-4006
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Staff Development
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Jared Strong, AAI
Jared Strong is the VP Staff Development at Inszone Insurance Services. Before joining Inszone, he pursued his education and earned a Bachelor’s Degree of Science in Business Administration with an emphasis in Marketing. Jared was drawn to the insurance industry because he saw an opportunity to educate business owners and guide them through the confusing aspects of insurance, with the end goal of ensuring business owners have the coverage they need. Jared understands that no two businesses are the same. He has an exceptional ability to analyze the unique and various needs of individual businesses and tailor a custom insurance solution that fits the perfect balance between budget and coverage needs. Jared takes pride in being more than just an insurance agent for his clients, he sees the relationship as a partnership, and works hard to be as valuable of an asset as possible. Jared strives to never become complacent when it comes to growing and developing his skills and knowledge. He pursued continuing-education courses and earned an official accreditation as an Accredited Advisor in Insurance (AAI).
Jared dedicated 10 years of his life to his athletic career in water polo prior to joining the workforce. He earned a spot to play at the Division-1 level in collegiate sports, giving him the opportunity to showcase his skills at the highest level. Throughout his athletic career, he developed many essential professional and life skills that he uses to this day.
On his time off, Jared enjoys surfing and playing sports.
jstrong@inszoneins.com
916-738-7709
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Maxwell Cusator, CLCS
Maxwell Cusator is a Training Specialist at Inszone Insurance Services. He decided to pursue a career in the insurance industry because he saw an opportunity to showcase his ability to provide catered solutions to complex problems. Max pursued his education at California State University Long Beach, where he earned a Bachelor’s Degree of Science in Business Administration with an emphasis in Finance. Finance as an obvious choice for Max, as he is a very analytical individual. Coupling his analytical skills along with his ability to establish and maintain relationships, Max’s clients take comfort in knowing that he is there to help them achieve their goals both safely and effectively.
Max attributes many of his skills to his tenure as a water polo athlete. He had the opportunity to develop essential professional skills from an early age, mastering the crafts of time-management, communication, and overall reliability, making him an essential asset to any business owner.
In his free time, Max enjoys riding his bike and golfing.
mcusator@inszoneins.com
916-738-7717
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Leo Simental
Leonel Simental is a Training Specialist at Inszone Insurance Services. As he entered the industry in 2011, Leo knew that insurance expertise was critical in delivering a high level of service to his clients. He worked diligently to master the concepts and afterwards found he was able to bring a unique value to each interaction by utilizing that knowledge to provide solutions to even the most complex scenarios. Leo quickly grew his customer base and to this day continues to impress with his knowledge, consistency and care for each and every one of his clients.
With Inszone since 2015, Leo has won multiple awards and has been integral in the growth of the Personal Lines Division. If you’re looking to improve your insurance situation for home, auto or other personal policies, Leo is the first and only call you will need to make.
Outside of the office, Leonel enjoys spending quality time with his wonderful family, hiking and staying active.
lsimental@inszoneins.com
916-842-3011
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Patty Cicogni
Patty Cicogni is a Training Specialist at Inszone Insurance Services. Patty joined the Inszone team in 2012 with no prior experience in the industry. Starting off as an account manager assistant, Patty climbed her way up the company ladder, obtained her insurance license, and worked diligently to be where she is today. Patty is a prime example of a hardworking employee deserving of merit, earning the award, “Employee of the Year” in 2016. Patty holds an AA in Fire Technology from America River College.
In her leisure, Patty is a volunteer with the American Red Cross, Sierra – Delta Chapter. She has participated in their operations since 2011, helping against local disasters & home fires. Patty considers aiding clients in their turbulent times humbling & rewarding. She also loves binge watching TV when time permits.
pcicogni@inszoneins.com
916-503-6296
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Human Resources
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Carrie Palmer
Carrie Palmer is the Director of Human Resources at Inszone Insurance Services. Carrie started her career in the insurance industry with finance and accounting. After trying her hand at sales, she decided that her talents were best utilized in Human Resources. She completed her master’s in Business Administration in 2018 from the University of Redlands, going back to school not only for herself, but as a role model for her girls. The lesson that a goal can be achieved at any stage in life is very important for her. Carrie enjoys working in Human Resources because it gives her the ability to watch the company grow, create positive change, and assist the employees in a powerful way. Transitioning to a larger company has challenged Carrie to identify, develop and retain talent in more efficient and effective ways, realizing competitive advantages and enhanced culture along the way.
Carrie joined Inszone in July 2021 after the merger with her previous company, Strachota Insurance Agency.
On her off time, she enjoys spending time with her girls and getting out into the community.
cpalmer@inszoneins.com
951-284-4884
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Rebecca Wilson
Rebecca Wilson is an HR Coordinator at Inszone Insurance Services. After finishing her Degree in Theology, she became interested in the insurance industry, obtained her license, and has been helping people ever since. Rebecca prides herself on being a people person and likes to get to know her clients, always going the extra mile for them. She also loves to get involved within her community and you can find her cheering on her kids’ at their football, basketball, volleyball, softball games and track meets. She is also a Girl Scout Leader and enjoys sing-a-longs with her troop and loves to bake gluten-free desserts for her family and neighbors.
Rebecca joined Inszone in November 2021 after the merger with her previous company, Stromsoe Insurance Agency.
On her off time, Rebecca enjoys hiking, reading, walking for miles, meditating, yoga, flea- markets, listening to live music and exploring with her family.
rwilson@inszoneins.com
951-239-3064
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Accounting
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Aurelio Olguin
Aurelio Olguin is the Controller at Inszone Insurance Services. In his current role, Aurelio is in charge of financial reporting and managing the Inszone Accounting Department. Aurelio joined the team in June 2020, bringing with him over twenty years of accounting experience, thirteen of which were in the insurance industry. In his career, Aurelio has been instrumental in the growth of multiple companies, setting up processes and procedures which allowed for successful integrations of acquisitions and organic growth.
On his time off, Aurelio enjoys hockey and baseball, as well as spending time with his family.
aolguin@inszoneins.com
916-738-7705
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Brenda Nevarez
Brenda Nevarez is a Senior Accountant at Inszone Insurance Services. Brenda has been in the accounting field since 2001 and started working in the insurance industry in 2008. Throughout her career, she has assisted in improving accounting processes and procedures in the integration of acquisitions. She holds an associate degree in Accounting from Santa Monica College and is currently working toward her bachelor’s degree in Accounting through Arizona State University.
On her off time, she likes to spend time with her family and friends, hiking or traveling.
bnevarez@inszoneins.com
916-503-6293
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Hope Conley
Hope Conley is a Senior Accountant at Inszone Insurance Services. Hope has been in the insurance industry for over three decades and before finally settling into accounting, she handled all aspects of the services side; including account management, claims and customer service. Hope also enjoys helping the community and has served with The National Charity League for seven years. Hope takes pride in working as a part of a team and loves problem solving.
On her off time, she enjoys traveling and spending time outdoors.
hconley@inszoneins.com
916-379-8622
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Tanner Riggs
Tanner Riggs is an Accounting Clerk at Inszone Insurance Services. He graduated high school at Aptos High School and pursued his associate degree in Philosophy at Cabrillo College. Tanner’s professional experience in the insurance industry started in 2018 with Valley Regional Insurance Services and served as a full charge bookkeeper and accounting department lead. Tanner is a dedicated professional with a versatile skill set and prides himself in being accountable, team player and problem solver.
Tanner joined Inszone in April 2021 after the merger with Valley Regional Insurance Services.
On his off time, Tanner enjoys powerlifting and video games.
triggs@inszoneins.com
559-547-2192