Inszone Team
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Executives
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Chris Walters
Chris Walters is a Principal Owner and the Chief Executive Officer of Inszone Insurance Services. A charismatic leader and visionary strategist, Chris has earned a reputation as a critical thinker, problem solver, and accomplished entrepreneur. Under his leadership, Inszone has grown from a fledgling agency into a multi-state powerhouse with numerous offices and over 700 employees.
Chris is a graduate of Humboldt State University, where he earned a degree in Business Administration, and holds the designation of Commercial Lines Coverage Specialist. His educational background, combined with over 20 years of experience in the insurance industry, has been pivotal in shaping Inszone’s success. Chris has played a key role in every facet of the business, leveraging his expertise to drive growth and innovation.
A seasoned sales manager, Chris has built and nurtured high-performing sales teams that have been integral to Inszone’s success. Over the years, he has helped thousands of families and businesses safeguard their investments, fostering lasting relationships built on trust and respect.
Chris’s leadership style is defined by his calm demeanor, strategic vision, and focus on long-term objectives. He approaches challenges with a problem-solving mindset and an ability to see the bigger picture, navigating the complexities of the insurance industry with purpose and precision.
Outside of his professional achievements, Chris is a devoted husband and proud father of two daughters. He enjoys golfing, traveling, and hosting, finding fulfillment in both his personal and professional endeavors. Grounded and approachable, Chris seamlessly balances his entrepreneurial spirit with his roles as a leader, family man, and community member.
Chief Executive Officer
714-619-5620
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Jit Hazra
Jit Hazra is the Chief Financial Officer at Inszone Insurance Services. Joining the company in 2022, Jit brings over 20 years of executive financial experience in the insurance industry. From 2012 to 2017, he served as VP and Head of North American Field Finance for The Hanover Insurance Company, where he played a key role in optimizing profitability and growth. Most recently, he served as CFO for GGBUS (Gallagher Global Brokerage US) beginning in 2017. A graduate of Michigan State University, Jit holds a bachelor’s degree in Finance and Business Management. He also earned an MBA from the Booth School of Business at the University of Chicago. At Inszone, Jit oversees all aspects of Finance and Accounting, driving the organization toward articulating and achieving its financial goals.
In his free time, Jit enjoys spending quality time with his family, cooking, vacationing, listening to classic LPs, and watching movies.
Chief Financial Officer
916-394-8180
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Daniel Miekina
Daniel Miekina is the Chief Operating Officer at Inszone Insurance Services, a role he assumed in September 2022. With over two decades of experience in operations across multiple industries—including insurance—Daniel has previously served as an Operational Risk Director and an Operations Transformation Consultant. As a Senior Manager with PwC, he led multiple operating model transformations and strategic assessments. Daniel holds a degree from the University of Denver and earned his MBA from Notre Dame. As COO, his primary responsibility is to accelerate the agency’s operational capabilities and oversee all facets of the core business in collaboration with leaders across the organization.
Dan is a proud husband and father of three daughters, and loves to cook, golf, and fish in his free time.
Chief Operating Officer
847-230-3320
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Pat Grignon
Pat Grignon is the Chief Revenue Officer (CRO) at Inszone Insurance Services. Pat has over 20 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, Mr. Grignon oversees all aspects of sales and service and is laser-focused on organic growth, helping the company achieve its goals.
An avid golfer, proud husband, and father, Pat is an integral part of the Inszone team.
Chief Revenue Officer
916-503-6359
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Rich Lemon
Rich Lemon serves as the Chief Integration Officer at Inszone Insurance, leveraging nearly twenty years of industry expertise. Since joining Inszone in 2010, Rich has been instrumental in the company’s impressive growth, helping it become a top 50 retail insurance brokerage.
Rich’s career, which began in 2004, has encompassed a variety of roles in sales, management, operations, accounting, and human resources. This extensive experience has given him a deep and nuanced understanding of the insurance industry, making him a key player in Inszone’s integration efforts.
Outside of work, Rich is a dedicated family man who loves spending time with his wife and four children. He maintains an active lifestyle, enjoying regular workouts to stay fit. Rich also dreams of taking a cross-country RV trip to explore the diverse landscapes and attractions across the United States.
Chief Integration Officer
916-503-4822
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Matt Rieck
Matt Rieck is the Chief Human Resources Officer at Inszone Insurance Services. He joined Inszone in June 2023. Matt holds an MBA in Organizational Development from Webster University and a bachelor’s degree in Psychology from Chapman University, providing him with a strong foundation for his role. With over 20 years of professional experience in human resources, Matt has held leadership positions at several renowned companies, successfully implementing innovative HR practices in the insurance industry and aligning them with business objectives.
Throughout his career, Matt has demonstrated his ability to empower employees and foster a positive work culture, resulting in high levels of employee satisfaction, increased productivity, and improved overall organizational performance. His passion for cultivating a supportive and engaging work environment has been a driving force behind his successful track record. With his expertise and dedication, Matt continues to bring his wealth of knowledge and proven strategies to Inszone Insurance Services, further enhancing the company’s HR practices and contributing to its success.
Matt is a father of three children and enjoys working out, playing with his English Bulldogs, and having movie nights with his family.
Chief Human Resources Officer
(714) 678-5987
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Ross Stevens
Ross Stevens is the Chief Technology Officer at Inszone Insurance Services, a position he assumed in July 2023. With over 20 years of technology leadership experience, Ross has focused primarily on the insurance and management consulting sectors.
Before joining Inszone, Ross served as a Senior Manager at PwC, where he specialized in global technology operations. In this role, he spearheaded transformative initiatives that streamlined operations and fostered innovation on a large scale. His strategic guidance and hands-on approach delivered tangible value to clients across diverse industries. At Inszone, Ross is leveraging his wealth of expertise to shape IT strategy and operations, ensuring alignment with the company’s core business objectives.
Ross is a devoted husband and father of two daughters. In his free time, he enjoys barbecuing, fishing, and volunteering in his community.
Chief Technology Officer
(714) 285-4257
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Management
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Cindy Coleman
Cindy Coleman is a Branch Manager at Inszone Insurance Services, joining the company in December 2024 after the merger with UFCU Insurance Services. With over 20 years of experience in the insurance industry, Cindy received recognition such as Travelers High Achiever, served on the Advisory Boards of Nationwide, and Encompass. From 2004 to 2024, she started and grew UFCU Insurance Services organically until it was acquired by Inszone, after previously working in commercial insurance.
Cindy is passionate about supporting TNR programs and Animal Rescue Groups. Additionally, Cindy’s strong track record of growing a successful agency allows her to ensure that clients receive the best possible service and coverage.
In her free time, Cindy enjoys gardening, finding peace and fulfillment in nurturing her plants.
Branch Manager
(512) 421-8152
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Chris Tracy
Chris is the Regional President – 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.
Regional President - California
916-738-7706
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Sara Evans
Sara Evans is the Regional President – Mountain West at Inszone Insurance Services, bringing over two decades of extensive experience in various sectors of the insurance industry. She attended the University of Nevada-Las Vegas, and her commitment to professional growth and excellence is marked by accolades such as the All-American Agent and JD Power Agent awards.
In her current role at Inszone, Sara plays a pivotal part in overseeing operations in the state of Arizona. She is dedicated to strategically recruiting, training, and motivating each team member to excel in their roles, with a keen emphasis on fostering strong customer relationships. Sara believes that a customer-centric approach is essential for the Arizona team to consistently deliver an exceptional experience to all clients.
In addition to her professional accomplishments, Sara places great importance on spending leisure time with her husband and two children.
Regional President - Mountain West
916-503-6304
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Amy Hieatt
Amy Hieatt is an Executive VP – North American Health Care Practice Leader at Inszone Insurance Services, joining Inszone in September 2023. In her role, Amy is responsible for overseeing the strategic direction and day-to-day operations of Inszone’s national healthcare liability vertical, with a strong emphasis on maintaining a customer-centric approach.
Over the past 20+ years, Amy has dedicated her career to the property and casualty insurance sector, focusing extensively on the Medical Professional Liability and Professional Liability sectors. Prior to her role at Inszone, she served as the Managing Director at Connected Risk Solutions (formerly ABRisk Solutions), a national wholesale brokerage. Before that, Amy led Business Development efforts for NORCAL Group’s Admitted and E&S business lines, managing teams across four regional offices nationwide. She initially entered the insurance field on the retail side, holding the position of Executive Vice President at a regional retail agency that specialized in healthcare liability insurance.
Amy’s remarkable journey in insurance, spanning over two decades, is marked by her commitment to servant leadership, her impressive track record of achieving growth and retention, and her dedication to mentoring high-performing collaborative teams. Her expertise in the medical professional liability sector has earned her the admiration of her peers, recognizing her as a visionary leader and expert in the field.
In her time off, Amy is passionate about outdoor activities, advocating for animal rights, and finds joy in traveling and reading.
Executive VP – North American Health Care Practice Leader
(480) 361-0047
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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.
Executive VP - Employee Benefits
847-719-7805
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Natalie Fanin
Natalie Fanin is the Executive Vice President of Commercial Lines Service at Inszone Insurance Services. She currently leads a team of managers, overseeing the hiring, training, and empowerment of insurance professionals to foster a culture of high accountability. She began her career in insurance in 2006, shortly after turning 18, which instilled a strong work ethic that has shaped her professional journey. Before joining Inszone in November 2013, Natalie gained valuable experience in both management and underwriting roles at a workers’ compensation wholesaler and a large insurance agency. Her diverse experience in management, sales, service, and underwriting provided a solid foundation for her success in the industry. Natalie has built strong relationships with policyholders, carrier partners, and team members, leading to the development of a high-performing team known for its can-do attitude and commitment to exceptional customer service. Her keen ability to identify and educate on risk exposure has driven significant department growth while maintaining high retention. In addition to her leadership role, Natalie plays a pivotal role on both the agency and carrier sides, continually driving initiatives that support business growth and leadership development. She firmly believes in leading by example and is not afraid to roll up her sleeves to get the job done.
Outside of work, Natalie enjoys reading, hiking, and spending quality time with her son and other children. She is passionate about investing in the next generation, often engaging in activities such as bible study, leading children’s worship, teaching them core values and principles and of course playing tag, roller skating/blading, and anything else the kiddos can convince her to engage in.
Executive VP – Commercial Lines Service
916-503-6294
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Kathleen Kozlowski
Kathleen Kozlowski is the VP of Carrier Relations at Inszone Insurance Services, joining Inszone in May 2023. She began her career as an underwriter and quickly gained expertise in the intricacies of the insurance industry which led to her progression through various account management roles at leading insurance brokerages. With a remarkable track record spanning over three decades in the insurance sector, Kathleen has held strategic positions and showcased her exceptional skills in building relationships. Kathleen’s contributions have been instrumental in serving high-value clients, establishing her reputation as a trusted business relationship manager for major players in the financial services sector, including JP Morgan and Wells Fargo.
At the core of Kathleen’s business approach is an unwavering commitment to cultivating lasting relationships. She emphasizes the importance of getting to know people on a personal level and takes great pride in doing so. With her remarkable interpersonal skills and natural ability to foster connections, Kathleen is an invaluable asset in establishing and enriching partnerships with carrier business partners.
VP – Carrier Relations
(714) 676-8289
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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.
VP – Colorado
719-473-3770
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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.
VP – Texas
214-379-4660
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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.
VP – Missouri
816-683-9572
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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.
VP – Southern California
916-503-6274
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Norma Villafranca, CCIP, WCIP
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.
VP – Los Angeles/Central California
916-503-6273
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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.
VP – Northern California Personal Lines
916-738-7700
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Lisa Fitzpatrick
Lisa Fitzpatrick is a VP – Employee Benefits – West Region 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.
VP – Employee Benefits – West Region
480-257-1743
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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.
VP – Employee Benefits Midwest Region
847-230-3286
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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.
VP – Bay Area Sales
925-520-3326
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Natasha Fanin
Natasha Fanin is a Business Unit Manager at Inszone Insurance Services, joining Inszone in July 2018. She has been a great contributor to Inszone’s Workers Compensation unit, leading the department in high efficiencies while providing great value to policyholders. She takes great pride in training, supporting, and educating others on classifications, rates, and overall coverage.
On her time off, Natasha enjoys spending time with her two kiddos and working as a professional baker.
Business Unit Manager
916-738-7710
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Richard Choe
Richard Choe is a Business Unit Manager 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.
Business Unit Manager
925-520-3321
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Lauren Olson
Lauren Olson is a Branch Manager at Inszone Insurance Services, joining Inszone in May 2024 after the merger with Cascade Insurance Center. She holds a Bachelor of Arts degree from Point Loma Nazarene University in San Diego, California. Early in her career, Lauren taught at an elementary school in a small village in Ghana, Africa. After marrying her husband Bo and having two children, she decided to return to her hometown of Bend to be closer to her family. It was there that Lauren discovered her passion for the insurance industry.
Lauren is dedicated to assisting her clients in navigating the complexities of the insurance world, helping them create comprehensive insurance portfolios. She believes that insurance is an essential component of a person’s financial portfolio and strives to make it easy to understand. Lauren has earned her Certified Insurance Counselor (CIC) certification from The National Alliance of Insurance Education and Research and serves on several insurance carrier committees, representing her clients’ interests. Lauren was also awarded the 2024 “Agent of the Year” by Professional Insurance Agents Western Alliance.
Committed to giving back to her community, Lauren has served on the board of the Family Access Network Foundation for many years, including the last two as the board chair.
In her free time, Lauren enjoys reading historical fiction novels while snuggling with her Australian Shepherd, Rocky.
Commercial Sales Team Manager
(541) 749-1003
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Layne Bowen
Layne Bowen is a Branch Manager at Inszone Insurance Services, joining the company in September 2024 after the merger with L.A. Bowen Insurance. With four decades of experience in the insurance industry, Layne has honed his expertise through on-the-job learning and leadership. Under his guidance, Layne’s office has earned recognition as “Best Insurance Agency of Utah Valley” for seven consecutive years and “The Best of State” for two consecutive years, a testament to his dedication and excellence.
Layne is passionate about building strong client relationships and fostering a team environment that prioritizes service and results. His decades of industry experience have equipped him with the insights needed to guide his team and deliver outstanding solutions for clients.
In his free time, Layne enjoys spending quality time with his family, especially his 14 grandchildren. He is an avid sports fan, cheering for the Pittsburgh Penguins and Chelsea Football Club.
Branch Manager
(801) 437-9822
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Paul Boullion
Paul Boullion is a Branch Manager at Inszone Insurance Services, joining Inszone in May 2024 after the merger with Catalyst Benefits Group.
Originally from the Houston area, Paul moved to Tulsa in 1991 after attending Texas State University. He also studied marketing at Oklahoma State University – Tulsa. Paul moved to Tulsa and fell in love with the city, its people, and the many opportunities that were set before him.
After years of working in the insurance industry as a sales rep for a couple of large national carriers, he took a leap of faith in 2005 and started his own employee benefits firm, Catalyst Benefits Group, LLC. CBG grew quickly and became one of the top local firms in the state of Oklahoma.
In his spare time, Paul enjoys spending time with his wife Madison and his 2 kids Blaire and Beau. You can also find him traveling to new places or enjoying the outdoors, live music and his time on the course at Tulsa Country Club.
Branch Manager
(918) 475-4354
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Amy Ruhl
Amy Ruhl is a Senior Personal Insurance Specialist/Branch Manager at Inszone Insurance Services, joining the company in August 2024 after the merger with Anixter & Oser, Inc.
Amy Ruhl is an experienced professional with over 15 years in the personal lines insurance field. She has worked as Director of Operations and Personal Lines Manager at Anixter & Oser, where she has excelled in customer service, management, and running projects. Amy’s hard work has been recognized with Safeco’s Agent of Excellence Award for two years in a row, showing her dedication and skill in serving clients.
Amy has led many important projects during her career, proving her ability to manage and improve operations. She is also active in charitable organizations and community service, showing her commitment to helping others both at work and in her community.
In her free time, Amy enjoys bowling, playing adult recreational softball, gardening, and traveling. These activities not only help her relax but also reflect her lively personality and strong work ethic, making her a valuable and well-rounded professional.
Senior Personal Insurance Specialist/Branch Manager
(415) 898-4660
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Bea Coghlin
Bea Coghlin is a Senior Personal Insurance Specialist and Branch Manager at Inszone Insurance Services, joining the team in August 2024. With over 45 years of experience in the insurance industry, she specializes in all facets of personal lines insurance and excels in building strong customer relationships, always putting the client first. Bea is dedicated to helping clients navigate the complexities of insurance, providing them with value and peace of mind by prioritizing exceptional customer service. Her mission is to ensure that her clients feel informed and confident in their coverage.
Throughout her career, Bea has contributed to the Executive Management of an award-winning agency, earning exclusive partnership status with numerous carriers. She is also recognized for her effective business acumen.
In her spare time, Bea fundraises for Hidden Manna, a food bank service that supports families in need and youth services. She enjoys traveling and exploring off-the-beaten-path destinations, with her most recent adventures taking her to Italy and France.
Senior Personal Insurance Specialist / Branch Manager
(564) 209-5123
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Blake Devoy
Blake Devoy is a Senior Commercial Insurance Specialist / Branch Manager at Inszone Insurance Services, joining the company in August 2023 after the merger with DeVoy Baker Insurance. Blake holds a bachelor’s degree in business administration from Missouri Western State University. With over 20 years of experience in the Insurance Industry, Blake brings a wealth of expertise.
Blake’s insurance journey began as a Licensed Insurance Producer in 2002. He then spent 5 years at Auto-Owners Insurance, working as a Claims Adjuster and Commercial Lines Underwriter. In 2012, he returned to his previous agency and progressively moved up the ranks, becoming an agency manager, producer, and eventually a principal in 2020.
Beyond his professional accomplishments, Blake is deeply involved in his community. He serves as the Vice President of the Brookfield R-3 School Board and is an active member of the North Central MO YMCA board. His leadership extends to his prior role as President of the Brookfield Area Chamber of Commerce and his current involvement with the Planning and Zoning Commission for the City of Brookfield.
Blake prides himself on his determined nature and ability to connect with others. In his time off, he enjoys spending quality time with his family, participating in his children’s extracurricular activities, and making meaningful contributions to his community.
Senior Commercial Insurance Specialist / Branch Manager
(660) 383-0000
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Don Hudson, CIC
Don Hudson is a Branch Manager at Inszone Insurance Services, joining the company in February 2024 after the merger with JHC Insurance Agency. He holds a Bachelor of Business Administration degree from Baylor University and is also a Certified Insurance Counselor. Don’s professional journey includes serving as an Executive Vice-President of Combined Agents of America, LLC, as well as holding positions such as Personal Lines Insurance Manager for Hilb, Rogal & Hamilton Company and serving on the Agents Council for Hochheim Prairie Insurance Company.
With over 24 years of agency ownership under his belt, Don brings a wealth of experience and expertise to his role. Beyond his professional endeavors, he is actively involved in his community, serving as a Deacon & Trustee at First Baptist Church of Victoria, TX, and as a Past Board Member of The Food Bank of the Golden Crescent. Additionally, Don is a Member of Northside Rotary in Victoria, TX, and has previously served as a Director of the TV Ministry at First Baptist Church.
In his free time, Don enjoys a variety of outdoor activities including hunting, fishing, golf, and skeet shooting. He also finds joy in spending quality time with his grandchildren and indulging in video games.
Senior Commercial Insurance Specialist / Branch Manager
(361) 223-7041
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Greg Stevens
Greg Stevens is a Senior Commercial Insurance Specialist / Branch Manager at Inszone Insurance Services, joining Inszone in August 2024 after the merger with San Antonio Insurance Services. Greg holds a BBA in Data Processing Systems from the University of Texas in Austin, class of 1982. Greg is a former president of the Independent Insurance Agents of San Antonio and a former board member of the Independent Insurance Agents of Texas. With over 39 years of experience as an Independent Insurance Agent and prior work as a consultant for a major international accounting firm, Greg believes in the principle, “Serve the customer as you would want to be served.”
In his free time, Greg enjoys golf and bay fishing. He has been married to his wife, Debra, for 41 years, and they have four wonderful grown children.
Senior Commercial Insurance Specialist / Branch Manager
210-541-0148
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Hauke Hansen
Hauke Hansen is a Commercial Insurance Specialist / Branch Manager at Inszone Insurance Services, joining the company in August 2023 after the merger with Hawks View Insurance. Hauke has been a licensed agent in property, casualty, life, and health insurance since 2001. He also holds the designation of certified insurance counselor. His passion lies in assisting businesses and individuals with problem-solving, always focusing on their unique needs.
Throughout his career, Hauke has taken on various roles in the insurance industry. He has experience in working with specific carriers as well as in brokerage operations. His roles encompasses sales, service, management, and even business ownership. This diverse background allows Hauke to connect with business owners not only from an insurance and risk management standpoint but also from the perspective of real-world business operations.
Hauke values his team and is dedicated to improving their roles within the company. He is honored by the trust his staff has shown in his leadership and is also grateful for his nomination as the 2023 Mason County “Boss of the Year.”
Outside of work, Hauke is active in the community through volunteer events, particularly with organizations like Habitat for Humanity, Rotary, and the Chamber of Commerce. In addition, he has also taken on various roles, including serving as the President of his territory network chapter.
In his leisure time, he enjoys spending quality moments with his family and friends. He eagerly anticipates opportunities for travel, whether near or far, in search of unique experiences. Camping, hiking, grilling, cooking, and socializing are on top of his list of preferred activities. Occasionally, he engages in a round of golf, often enjoyed alongside his son Alec and his spouse of over two decades, Julie.
VP - Pacific Northwest
(360) 229-5483
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Jay Winter
Jay Winter is a Senior Commercial Insurance Specialist/Branch Manager at Inszone Insurance Services, joining Inszone in June 2024 after the merger with Blue Chip Insurance. Jay has a Bachelor of Science degree in Insurance and started his career at Continental Insurance as an Underwriter and Special Agent, where he learned the details of the insurance industry. Jay has since worked as an Insurance Agent, Producer, and Manager, excelling in customer service, team management, and earning several awards for his work.
Jay is also a Goodwill Ambassador for the New Mexico Amigos promoting the state of New Mexico. His strong work ethic, friendly nature, and industry knowledge help him provide exceptional service for his clients.
In his free time, he enjoys community service and exploring new activities.
Senior Commercial Insurance Specialist / Branch Manager
(505) 581-4745
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Lory Williams
Lory Williams is a Senior Commercial Lines Account Manager / Branch Manager at Inszone Insurance Services, joining Inszone in July 2024 after the merger with ISU Francis Pinney Insurance Agency.
Lory joined the ISU-FPI Team in August 2014 as a Commercial Account Executive. Over the past decade, she also took on roles as Group Benefits Coordinator and then became the first Vice President of ISU Francis-Pinney Insurance. Her insurance career began in 1985 with a large company, handling personal and small commercial accounts. She worked with another carrier until 1997, then spent 18 years at larger broker firms managing insurance for logging, lumbering, hospitality, and entertainment. With nearly 40 years in the industry, her extensive experience is a major asset. She values client relationships and looks forward to this next chapter.
In 2008, Lory earned the Certified Insurance Specialist in Construction (CISC) designation and upgraded to Construction Risk & Insurance Specialist (CRIS) in 2010. This expertise helps her handle the unique risks of construction projects and contractors.
Outside of work, Lory enjoys traveling with her husband Brian, especially to Duluth, MN, to watch their daughter Allyssa pitch for the University of Minnesota Duluth Bulldogs. She also likes boating with friends in the summer and relaxing with her dog Harleigh Girl and goat Blue. Lory volunteers with her community and recently served on the 2023-2024 Sutter County Grand Jury.
Senior Commercial Lines Account Manager / Branch Manager
(916) 938-2654
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Max Breisse
Max Breisse is a Senior Commercial Insurance Specialist / Branch Manager at Inszone Insurance Services, joining the company in August 2023 after the merger with Max Breisse Insurance Agency. Max’s educational journey took place in his home country of Venezuela, where he attended High School Simon Bolivar. He continued his education at the “Instituto University of Insurance,” earning an insurance degree in 1989.
Among his notable achievements, Max takes pride in securing a place as a top 10 agent for Progressive Insurance in the local area. With a successful career spanning 17 years, Max’s dedication and expertise have been instrumental in his success. Notably, he earned the prestigious title of “Upgraded to Platinum Silver agent” with Progressive Insurance, accomplishing this milestone in an impressive 9 months, as opposed to the typical 2-year timeline.
Senior Commercial Insurance Specialist / Branch Manager
(281) 578-0523
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Roy Sanfilippo
Roy Sanfilippo is a Senior Personal Lines Insurance Specialist / Branch Manager at Inszone Insurance Services, joining the company in July 2023 after the merger with Sanfilippo & Sons Insurance Services LLC. He attended San Jose City College, Mission College, and San Jose State on a partial scholarship for baseball, where Roy studied Business Management. During his junior year at San Jose State, Roy made the decision to leave and accelerate his entry into the family business with his father and two brothers. Prior to that, he gained valuable experience by working for an insurance company for two years.
Roy has been a member of the Sons of Sicily, Italian Heritage Foundation, and Holy Name Society of St. Christopher’s Church. His father’s words of wisdom, when his three sons joined the agency, remain ingrained in him: “Whether you have a $200K account or a $20.00 account, you treat your customers the same.” Over the years, Roy has always taken pride in building strong relationships with his clients and tending to their needs. He truly believes that this approach is the key to the family business’s success, which has spanned over 60 years.
In his leisure time, Roy enjoys fishing, golfing, playing pickleball, and following baseball. He also coached his kids in little league baseball and soccer.
Senior Personal Insurance Specialist / Branch Manager
(408) 295-1195
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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.
Senior Personal Insurance Specialist / Branch Manager
928-662-9706
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Shane Butler
Shane Butler is a Senior Commercial Insurance Specialist / Branch Manager at Inszone Insurance Services, joining the company in September 2023 after the merger with Butler Insurance Services Inc. Shane is a US Navy Veteran, and Idaho native. Throughout his life in Idaho and 18-year insurance career, he has come to know many local families and developed relationships with businesses all over the state. These local relationships have helped him better understand the needs of an agency, and the community he proudly serves.
Shane is a very proud family man, father of 3 beautiful daughters, and enjoys time boating with his family and friends, traveling, skiing and playing golf. Shane has been married to his beautiful wife Stacy for over 20 years and cannot wait for their next exciting adventure together!
Senior Commercial Insurance Specialist / Branch Manager
(208) 775-0601
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Shawn Robben
Shawn Robben is a Senior Commercial Insurance Specialist / Branch Manager at Inszone Insurance Services, joining the company in October 2023 after the merger with American Heritage Agency Inc. With over 20 years of experience in the insurance industry, Shawn brings a wealth of knowledge, particularly in the oil and gas sector, where he focuses on accounts.
Priding himself on maintaining long-term client relationships, Shawn is driven by the pursuit of bigger goals in his professional journey. In his time off, he finds joy in outdoor activities, including ATVs, fishing, camping, boating, and anything that allows him to connect with nature.
Senior Commercial Insurance Specialist / Branch Manager
785) 301-2794
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Tim Kanter
Tim Kanter is a Senior Benefits Insurance Specialist and Branch Manager at Inszone Insurance Services, joining the company in October 2024 after the merger with Get Benefits Insurance Services, Inc. With over 30 years of experience in the insurance industry, Tim’s career began in high school, working as an assistant to an insurance agent. Since then, he has gained expertise in underwriting, customer service, and sales while working for major insurance carriers. His extensive background, combined with his leadership experience as a past president of the California Agents and Health Insurance Professionals (CAHIP), positions him as a trusted advisor for clients seeking tailored insurance solutions. Tim has also earned accolades like the Executive Board Member of the Year Award and led CAHIP to receive multiple awards for growth and leadership during his tenure.
Tim is passionate about helping individuals and businesses find the right insurance plans that meet their unique needs. His well-rounded perspective and problem-solving skills allow him to deliver innovative, client-centered solutions. In addition, he is committed to supporting important causes, such as the Free Wheelchair Mission and Children’s Hunger Fund, which align with his mission to make a meaningful impact.
In his free time, Tim enjoys spending time with his family, backpacking in national parks, and embracing his adventurous spirit by throwing a dart at a map and traveling to the destination it lands on. A California native, he lives in Ventura County with his wife of 25 years, Angela, their daughters Megan and Emma, and all their pets. Tim is also a black belt in To-Shin Do, fulfilling his childhood dream of becoming an “Insurance Ninja.”
Senior Benefits Insurance Specialist/Branch Manager
(805) 237-7117
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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.
Senior Personal Insurance Specialist/Branch Manager
760-547-2118
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Akilino Jacky
Akilino Jacky, also known as “Ak”, is a Commercial Sales Team Manager 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.
Commercial Sales Team Manager
916-503-8779
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Ann Pederson
Ann Pederson is a Commercial Sales Team Manager 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).
Commercial Sales Team Manager
951 297-7496
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Erika Roys, CLIC, WCIP
Erika Roys is a Commercial Sales Team 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.
Commercial Sales Team Manager
480-591-6918
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Israel Sepulveda, PCIA
Israel Sepulveda is a Commercial Sales Team Manager 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.
Commercial Sales Team Manager
916-503-6285
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Josh Jackson
Josh Jackson is a Commercial Sales Team Manager at Inszone Insurance Services, joining the company in May 2023 after the merger with Jackson Insurance Solutions. Josh is a graduate of Hartford School of Insurance and has over 25 years of experience in the insurance industry, including over 15 years of managing and owning an independent insurance office. Josh was also appointed by the New Mexico Superintendent of Insurance to sit on their workers’ compensation dispute board, where he served for three years. Beyond his insurance expertise, Josh is a lead mentor for a youth group of 35 teenage boys and organizes monthly service projects in his community. These projects include working with food banks, community cleanups, individual help for the disabled, and visiting senior care centers, among other things. Josh takes pride in his honesty, intelligence, hardworking attitude, and his genuine care for others.
Josh is a proud father of three awesome little boys and a loving husband to his high school sweetheart. Josh is very involved in his church, and in his time off, he enjoys spending most of his time with his family. Josh loves spending time in the outdoors and is an avid fly fisherman. He also enjoys woodworking and makes furniture as a hobby.
Commercial Sales Team Manager
(505) 898-8500
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Larry Jeffery
Larry Jeffery is a Commercial Sales Team Manager at Inszone Insurance Services, joining Inszone in August 2023. Larry’s extensive background in the real estate sector spans over two decades, beginning with acquiring his Real Estate sales license in 2001. Initially, he worked as a residential loan officer and later became a partner in his own brokerage, leading a high-level team of loan originators.
Through the financial challenges of 2008, Larry excelled in handling a substantial portfolio of bank-owned real estate, successfully selling over 900 homes. Acquiring his Broker’s license in 2013, he spent an additional decade originating mortgages, facilitating financing for numerous clients, and engaging in property transactions. Larry’s experience has enriched his professionalism and dedication to both past and future clients. Transitioning into the insurance industry, Larry seamlessly continues his commitment to serving customers’ needs with a fresh perspective. Larry’s outstanding performance has earned him numerous accolades, including multiple years as a Top Performer and Salesman of the Year.
In his free time, Larry cherishes moments with his family, enjoys golfing, and indulges in his passion for surfing while exploring various destinations around the world.
Commercial Sales Team Manager
(916) 866-9917
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Leo Simental
Leonel Simental is a Commercial Sales Team Manager 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, including the Service MVP in 2021 and the Explosive Impact award in 2022. He 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.
Commercial Sales Team Manager
916-842-3011
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Patrick Rhinehart
Patrick Rhinehart is a Commercial Sales Team Manager. 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.
Commercial Sales Team Manager
916-738-7714
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Philip McClendon
Philip McClendon is a Commercial Sales Team Manager at Inszone Insurance Services, joining the company in March 2023 after the merger with Citizens General Insurance Brokers. At the time of joining Inszone, he brought over 20 years of experience as an entrepreneur in business, bringing a wealth of sales and management expertise to his role. Having owned his own business for many years, he is deeply committed to assisting small business owners in obtaining the right insurance coverage for their assets at the best possible value. As a service-disabled US Air Force veteran and devout Christian, Philip holds strong values of service and community involvement. His unwavering commitment to excellence, coupled with his passion for helping others, makes him a trusted and valued professional at Inszone Insurance Services.
In his time off, he enjoys spending quality time with his beloved wife, son, and daughters, often engaging in outdoor activities such as mountain biking, fishing, and boating.
Commercial Sales Team Manager
(800) 621-0884
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Richard Park
Richard Park is a Commercial Sales Team Manager 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.
Commercial Sales Team Manager
714-619-5626
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Weston Corbett, QPLIS
Weston Corbett is a Commercial Sales Team Manager at Inszone Insurance Services, joining the company in March 2023 after the merger with Corbett & Associates Insurance Agents & Brokers. He is a seasoned insurance professional with a decade of experience in personal and commercial lines insurance. He has consistently demonstrated a strong passion for helping clients safeguard their assets and achieve their financial goals. His dedication to his clients is evident in everything he does, and he takes great pride in his work. As he believes, “Hard work is the key to success in any profession. When you remain committed to your goals and put in the effort, anything is possible.” Weston’s exceptional work ethic and commitment to his clients have earned him a reputation as a trustworthy and dependable insurance professional. He looks forward to serving his community for many more years to come.
During his leisure time, Weston loves spending quality time with his lovely wife, Katherine, and their two amazing sons, Kayden and Easton. He is also an enthusiastic outdoorsman who enjoys fishing, golfing, and spending pleasant days at the lake.
Commercial Sales Team Manager
(805) 496-3134
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David Schuster
David Schuster is a Commercial Property Team Manager 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!”
Commercial Property Team Manager
916-503-6310
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Adrienne Manata
Adrienne Manata is a Commercial Account Manager Team Lead 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.
Commercial Account Manager Team Lead
760-429-2929
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Caleb Brophy
Caleb Brophy is a Commercial Account Manager Team Lead at Inszone Insurance Services, joining Inszone in March 2023. He has worked in customer service, at a private investigations firm handling various kinds of cases, including workers’ compensation claims, and at an independent agency handling personal and commercial insurance with a focus on commercial property. He is an animal lover and has volunteered at shelters. His strengths include being easy-going, loving working with people, solving tough problems, and always being willing to do whatever it takes to help clients. His prior experience in investigations and customer service provides attention to detail and creative problem-solving skills.
In his free time, he loves listening to and playing music. He plays the guitar, piano, and trumpet. He also enjoys traveling whenever he can, especially to the beach. On the weekends, he likes playing golf and basketball.
Commercial Account Manager Team Lead
(916) 520-2286
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Caralyn Torzewski
Caralyn Torzewski is a Commercial Account Manager Team Lead 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.
Commercial Account Manager Team Lead
(281) 448-9933
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David Garcia
David Garcia is a Commercial Account Manager Team Lead 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.
Commercial Account Manager Team Lead
816-683-9576
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Deena Evancik
Deena Evancik is a Commercial Account Manager Team Lead 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.
Commercial Account Manager Team Lead
951-284-4867
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Fatima Gomez, CCIP, WCIP
Fatima Gomez is a Commercial Account Manager Team Lead 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.
Commercial Account Manager Team Lead
916-737-2112
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Gustavo Marquez
Gustavo Marquez is a Commercial Account Manager Team Lead 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.
Commercial Account Manager Team Lead
916-503-6295
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Jessica Hughes
Jessica Hughes is a Commercial Account Manager Team Lead 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.
Commercial Account Manager Team Lead
801-655-0302
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Katelyn Haniotes
Katelyn Haniotes is a Commercial Account Manager Team Lead 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.
Commercial Account Manager Team Lead
480-348-2200
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Laurie Graves
Laurie Graves is a Commercial Account Manager Team Lead 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.
Commercial Account Manager Team Lead
916-503-4813
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Lois Owen
Lois Owen is a Commercial Lines Account Manager Team Lead at Inszone Insurance Services, joining Inszone in June 2023. Her insurance journey began in 1997 when she started as a file clerk for a small insurance agency in Joliet, IL. Intrigued by the insurance industry, she obtained her license in 2003 and started selling personal and commercial lines insurance. It was in 2005 that she discovered her passion for hospitality insurance, becoming an expert in the field. Over the past 20 years, Lois has dedicated herself to helping, training, and working alongside other agents and employees in the commercial insurance industry.
Lois Owen is highly respected for her commitment to excellent customer service and adherence to ethical standards. She firmly believes that customer satisfaction is the key to loyalty, as customers will remain with a company where they are well-treated. When she left her previous agency, she received exceptional accolades from fellow producers with whom she had worked closely.
In her free time, Lois enjoys spending quality moments with her family and friends, embracing the motto “Live, Laugh & Love.” She also finds joy in playing pool (billiards) and participating in competitions, eagerly anticipating the APA National World Tournaments. Lois firmly believes that the greatest compliment one can receive is a referral, a testament to the value of trust and positive experiences in building lasting relationships.
Commercial Account Manager Team Lead
(847) 230-3226
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Mariya Benza
Mariya Benza is a Commercial Account Manager Team Lead 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.
Commercial Account Manager Team Lead
559-272-2021
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Paige Salatino
Paige Salatino is a Commercial Account Manager Team Lead at Inszone Insurance Services. An insurance professional whose career has spanned over 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. In the Spring of 2024 Paige was promoted to AM Team lead and leads the service team for Inszone’s A&E Group.
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.
Commercial Account Manager Team Lead
706-807-4499
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Ryan Giacomini
Ryan Giacomini is a Commercial Account Manager Team Lead at Inszone Insurance Services, joining the company in March 2023 after the merger with Citizens General Insurance Brokers. He obtained an associate’s degree in Business Administration from Feather River College and a Bachelor’s Degree in History from the University of Texas Permian Basin. Prior to joining Inszone, he worked for Citizens General for over 10 years, serving as a bond department manager for three years and as a customer service manager for over seven years. His strengths include having a strong work ethic, attention to detail, and an easy-going personality. He has often been told that he has a calm demeanor, which makes it easier for him to assist clients when they are going through difficult situations.
Ryan played college baseball for four years and received the 2009 All American & Conference Player of The Year award. He has taken his love for the game and turned to coaching yout baseball at various levels, ranging from ages 10 up to high school varisty. His athletic background has always stuck with him, making him a competitive person always striving to do his best.
In his free time, he loves to go outside with his wife and child whenever possible. They enjoy traveling and he tries to play golf as much as he can. He is also a huge sports fan, frequently watching his favorite teams, the San Francisco Giants and Dallas Cowboys. If he’s not outside with his family, they are usually working on some sort of house project.
Commercial Account Manager Team Lead
(800) 621-0884
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Samantha Brown
Samantha Brown is a Commercial Account Manager Team Lead 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.
Commercial Account Manager Team Lead
816-683-9580
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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.
Commercial Account Manager Team Lead
916-738-7715
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Tatiana Johns
Tatiana Johns is a Commercial Account Manager Team Lead at Inszone Insurance Services, joining Inszone in January 2024. Tatiana started her insurance career in 2016, swiftly progressing from an assistant to a Senior Account Manager. Dedicated to continuous education, she holds a Property & Casualty license in Arizona and obtained the CISR designation, prioritizing staying updated on industry changes.
Tatiana values client connections, ensuring a deep understanding of their businesses for comprehensive protection. With a broad spectrum of experience, she has serviced clients across various industries, addressing diverse hazards and risks.
Personally, and professionally, Tatiana upholds values of transparency, trust, and growth. Her goal is to provide reassurance and protection to insureds, making their insurance needs a top priority.
In her free time, Tatiana indulges in family moments, exploring new culinary experiences, and enjoying outdoor activities like off-roading, fishing, and camping.
Commercial Account Manager Team Lead
(520) 317-0092
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Yuritzi Valdiosera
Yuritzi Valdiosera is VP – Northern California 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.
VP - Northern California
916-503-4671
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Armando Silva
Armando Silva is a Personal Sales Team Manager at Inszone Insurance Services, joining Inszone in May 2024. With over a decade of experience in the insurance industry since 2009, Armando takes pride in delivering excellent customer service and attentively listening to clients’ needs. He finds fulfillment in helping others and values their gratitude, having built strong rapport and relationships with clients throughout his career.
In his free time, Armando cherishes moments with family, enjoys traveling, and takes long walks along neighborhood trails.
Personal Sales Team Manager
(559) 547-2196
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Charles Wittich
Charles Wittich is a Personal Sales Team Manager at Inszone Insurance Services. Joining Inszone in July 2024. Charles began his insurance career in 2010 as an independent catastrophe adjuster. He traveled to areas affected by natural disasters like hailstorms, hurricanes, tornadoes, and flooding. Starting as an adjuster, he later became a project manager. During slower periods, he worked in an office, handling tasks such as investigating car accidents, valuing totaled vehicles, solving complex claims, and preventing insurance fraud.
After six years, Charles chose to stay in one place and use his experience as an insurance agent. He joined one of the largest brokerages in the country, quickly rising to the top 5% of agents nationwide in his first year. He moved into leadership roles and later became a sales manager at another brokerage. Now, he works at Inszone Insurance, where he continues to excel.
Charles volunteers at the Houston Food Bank. His proudest achievement was leading his sales team to collect and donate over 1,000 food items in just two weeks, making a significant impact on those in need.
In his free time, Charles enjoys stand-up comedy, traveling, fishing, hiking, riding his motorcycle, and watching sports, especially combat sports and football
Personal Sales Team Manager
(713) 933-1146
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Chris McGrew
Chris McGrew is a Personal Sales Team Manager 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.
Personal Sales Team Manager
303-955-0377
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Debi Kelley
Debi Kelley is a Personal Sales Team Manager at Inszone Insurance Services, joining Inszone in March 2024 after the merger with T Blackwell Insurance Group. With over a decade of experience in the insurance industry, Debi is passionate about helping individuals safeguard what matters most to them.
She began her insurance journey in 2010 and became an insurance agent in 2013, focusing on personal lines insurance. Debi is committed to educating clients on different coverages and guiding them to choose tailored insurance solutions.
Currently, she leads both the service and retention team at Inszone Insurance, where she emphasizes employee training and streamlined procedures to ensure top-notch customer service.
Before returning to work, Debi dedicated herself to her family and community. She was an active stay-at-home mom, leading the Parent-Teacher Organization and homeschooling her children through high school. She also ran a home daycare and served as president of a local competitive soccer league.
In her free time, Debi enjoys hiking, crafting, and reading. But above all, she treasures moments with her husband, three children, and six grandchildren, whether through travel or daily adventures.
Personal Sales Team Manager
(210) 651-3715
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Ethan Myers
Ethan is a Personal Sales Team Manager 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.
Personal Sales Team Manager
720-506-5278
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Jon Griego
Jon Griego is a Personal Sales Team Manager at Inszone Insurance Services, joining the company in November 2024. Jon graduated from the University of Texas in 2002 with a Bachelor of Science in Corporate Communications. His career began as a Homeowners Claims Adjuster at State Farm Insurance, where he evaluated property damage claims, reviewed policies, and ensured fair coverage and compensation. He went on to own and operate an Allstate Insurance Agency for 7.5 years, overseeing all business operations, building client relationships, and managing a team of agents. Most recently, Jon spent 13.5 years as a Manager of an insurance team for a local credit union, where he developed business strategies, led teams, ensured compliance, and fostered strong partnerships within the organization and with business collaborators.
Jon’s extensive experience in claims adjustment, agency ownership, and operational leadership enables him to provide tailored insurance solutions that meet the unique needs of his clients. He is passionate about building lasting relationships, delivering exceptional service, and helping families and individuals protect their most valued assets.
In his free time, Jon enjoys spending quality moments with his wife and four children—three daughters and one son. Whether cheering them on in their sports endeavors or enjoying quiet evenings at home, Jon treasures the joy and inspiration his family brings to his life.
Personal Sales Team Manager
512-421-8150
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Katie Martinez
Katie Martinez is a Personal Sales Team Manager at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Lamb, Little & Co. Katie graduated from Elmhurst College in 2009 with a BA in Marketing and a few months after graduation she obtained her Property & Casualty license. For the past 13 years she has enjoyed educating her clients on the importance of insurance because she believes it’s extremely important for everyone to know and understand the coverage that they have. Her clients’ homes and families are their greatest assets, and she’s here to make sure both of those are well protected when it comes to their insurance needs.
In her free time, she enjoys crafting, baking/cooking, watching the Cubs and spending quality time with her family, and playing board games!
Personal Sales Team Manager
847-230-3254
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Kelly Pink
Kelly Pink is a Personal Sales Team Manager at Inszone Insurance Services, joining the company in March 2023 after the merger with Corbett & Associates Insurance Agents & Brokers. Kelly began her insurance career straight out of college, starting at Corbett and Associates Insurance Agency in 1996. She began her journey as a receptionist, but over time, she worked her way up to become the top producer for property and casualty, specializing in personal and commercial insurance. Kelly’s ability to build strong relationships with clients has been her niche, and she is always on the lookout for opportunities to round out accounts for both personal and commercial lines of insurance. Her specialties include commercial lines insurance, habitation, retail and industrial insurance, property management programs, risk management, loss control, and cyber security.
Kelly is passionate about helping clients succeed in their personal and professional lives by assisting with due diligence, loss control, risk management, coverage review, implementation, and recommendations on additional coverage and insurance programs. Kelly is committed to providing the highest level of service by offering comprehensive coverage through partnerships with top-rated insurance carriers. Her primary goal is to educate each client so they are well-informed about their current situation and potential risks they may face in the future, ultimately helping to make them whole.
In her free time, Kelly enjoys being a soccer mom and cheering from the sidelines. She also volunteers in multiple non-profit organizations, believing in the quote “We have a choice every day regarding the attitude we will embrace for the day. Life is 10% what happens to us and 90% how we react to it. Our attitude is everything” by Charles R. Swindoll.
Personal Sales Team Manager
(805) 497-3328
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Melody Jones
Melody Jones is a Personal Sales Team 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.
Personal Sales Team Manager
480-755-5419
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Nicholas Elsasser
Nick Elsasser is a Personal Sales Team Manager 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.
Personal Sales Team Manager
(714) 352-4334
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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.
Personal Sales Team Manager
916-738-7804
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Trevor Smith
Trevor Smith is a Personal Sales Team Manager 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.
Personal Sales Team Manager
714-619-5624
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Danielle Green
Danielle Green is a Licensed Agent 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, focusing on 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.
Benefits Team Lead
303-397-7830
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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.
Benefits Team Lead
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.
Benefits Team Lead
951-284-4876
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Patrick O’Keefe
Patrick O’Keefe is a Benefits Team Lead at Inszone Insurance Services, joining Inszone in May 2024 after the merger with Cascade Insurance Center. His journey in the insurance industry began in Bend in 1992 when he founded his own insurance business. In 2007, he merged his business with Cascade Insurance Center, LLC. Specializing in health insurance and employee benefits, Patrick has amassed a wealth of knowledge and experience over the years.
Patrick’s commitment to the industry extends beyond his professional endeavors. He has actively participated in numerous insurance carrier advisory committees and various state committees and workgroups. Additionally, Patrick is deeply involved in his community as an active Rotarian and past president of the Rotary Club of Bend.
With over forty-six years of marriage, Patrick takes pride in his partnership with his wife Vicki. Together, they share two adult daughters and three grandchildren. In his time off, Patrick enjoys hitting the golf course and embarking on adventures in their 5th wheel with his wife.
Benefits Team Lead
(541) 317-3511
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Shane Canter
Shane Canter is a Benefits Sales Manager at Inszone Insurance Services, joining the company in October 2024 after the merger with Get Benefits Insurance Services, Inc. With a Bachelor’s degree in Business from CSU Channel Islands and an Associate degree in Business from Moorpark College, Shane brings 16 years of extensive experience in sales and management within the insurance industry. His expertise spans across both Benefits and Property & Casualty insurance, equipping him with a broad skill set to support clients and his team.
Shane is passionate about delivering tailored insurance solutions that meet the unique needs of his clients. His dedication to fostering strong relationships and his comprehensive industry knowledge allow him to provide exceptional service, ensuring clients feel confident and well-protected.
In his free time, Shane enjoys spending quality moments with his wife and two children, traveling, mountain biking, fishing, and skiing. These activities fuel his adventurous spirit and bring balance to his professional life.
Benefits Team Lead
805-273-7117
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Commercial Producers
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Brenda Martinez
Brenda Martinez is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining the company in August 2023 after the merger with Alliance Business & Commercial Insurance Services. Her professional journey began back in 2006 when she joined her previous agency in a customer service role, initially as a temporary position. Alongside joining her previous agency, she pursued her associate degree, with intentions of eventually becoming a school counselor. However, as time progressed, Brenda discovered her passion for the commercial truck insurance industry. Recognizing its appeal and potential for career advancement, she redirected her path.
Brenda’s enthusiasm for expanding her expertise extends beyond commercial insurance, as she eagerly looks forward to enhancing her knowledge in other insurance lines as well. Her commitment to delivering impeccable service to clients remains unwavering.
In her time off, she values cherished moments spent with her family. Rooting for their favorite football team alongside her husband and two wonderful boys is a shared source of joy. Additionally, she finds relaxation in reading captivating books and indulging in a bit of country music whenever the opportunity arises.
Senior Commercial Insurance Specialist
(714) 832-8192
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Brent Albright
Brent Albright is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining the company in June 2023 after the merger with his company Titan Global Insurance Brokerage Inc. He obtained his bachelor’s degree in American Cultures of Business Management/American Studies from the University of California, Berkeley. With over two decades of experience in the insurance industry, Brent brings a wealth of knowledge to his clients. For over 15 years, he successfully managed and operated his own insurance agency, further enhancing his expertise in the field. Brent takes pride in offering his extensive knowledge to clients and helping them secure the best policies tailored to their specific needs. He specializes in placing risks and serving industries that are typically harder to insure, believing that every client deserves the same level of exceptional service.
Brent actively engages in various social activities currently and in the past, including his involvement with the University of Cal Berkeley NCAA Water Polo Team and the Pi Kappa Alpha Fraternity. As of member of the Cal Water Polo Team he participated in the MPFS Conference where he achieved remarkable accolades as a four-time All MPFS Conference player, showcasing his exceptional skills and unwavering dedication to water polo. Brent’s talent and hard work were further recognized as he was named a four-time First Team All American and received the distinguished Cal Berkeley Athlete of the Year award. His outstanding performance led him to be honored as the NCAA Tournament Co-MVP and serve as the Team Captain for two years. In addition, Brent represented the United States as a member of the National Water Polo Team. Such outstanding accomplishments in the sport led to his induction into the Santa Barbara County Athletic Hall of Fame in 2005.
Brent finds joy in his role as a proud husband and father of three sons. In his free time, he enjoys watching his kids’ sporting events and actively engages in water-related activities such as fishing, surfing, snorkeling, spearfishing, body surfing, and kayaking. He particularly enjoys spending Sunday evenings with his wife, unwinding at their local winery with a glass of wine and heading home for sunsets.
Senior Commercial Insurance Specialist
(858) 769-4128
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Bruce Winning
Bruce Winning is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in July 2024 after the merger with ISU Francis Pinney Insurance Agency.
Bruce has spent his entire career in the insurance industry, including roles at Industrial Indemnity and Reliance National Insurance Company. In 1989, Bruce was a member of the initial start-up management team for CalComp Insurance Company, which quickly became California’s largest private provider of workers’ compensation insurance. At CalComp, Bruce oversaw sales, marketing, underwriting, claims, HR, and loss prevention for the San Jose regional office. Though skilled in various insurance products, he specializes in workers’ compensation and employee benefits, focusing on affordable options with strong loss prevention support.
In 2000, Bruce joined Health Net Plus Managed Care Services in Sacramento. There, he deepened his knowledge of managed care, including services related to workers’ compensation, such as bill reviews and utilization management. He worked with employers to ensure that workers received quality care and returned to work effectively. Bruce graduated from Cal Poly State University, San Luis Obispo, with a degree in Business and Economics and earned his CPCU designation in 1984.
In his free time, Bruce enjoys watching sunsets over Folsom Lake with his wife and their dog. He and his wife also love going on travel adventures, both domestic and international.
Senior Commercial Insurance Specialist
(916) 938-2651
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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.
Senior Commercial Insurance Specialist
520-257-2777
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Dennis Powers, ARM, AIC, SCLA, CPCU
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.
Senior Commercial Insurance Specialist
847-230-3294
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Eric Moore
Eric Moore is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in July 2024 after the merger with ISU Francis Pinney Insurance Services Inc.
Eric graduated from Abilene Christian University with a BA in 1991. He worked as a Senior Underwriter at Hartford Insurance until 1995 and has been a licensed Commercial Insurance Broker since then, bringing over 30 years of experience to his clients.
Eric is actively involved with the Newport Beach American Legion and the American Legion Yacht Club. He captains boats for events like Harbor Cruises and Boat Parades and enjoys taking veterans and their families on special trips, Eric even captained a boat for the USO during a 4th of July parade.
In his free time, Eric enjoys boating and water sports. He holds a 50 Ton USCG Captain’s License and likes water skiing, wake surfing, and scuba diving with his wife and four children. His commitment to his work and community, combined with his love for water activities, defines his life.
Senior Commercial Insurance Specialist
(916) 938-2652
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Gabe Lambert
Gabe Lambert is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining the company in January 2024 after the merger with Tri-Cities Insurance Professionals. Gabe entered the insurance industry in 2007, obtaining full licensure in Property, Casualty, Life, and Health. With a specialization in both Commercial and Personal Insurance, Gabe dedicates himself to writing and servicing commercial lines, addressing the business insurance requirements of customers, and assisting in managing clients’ personal insurance needs.
In his time off, Gabe enjoys collecting vinyl records and watching his guitars collect dust.
Senior Commercial Insurance Specialist
(509) 380-5980
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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.
Senior Commercial Insurance Specialist
847-230-3268
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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.
Senior Commercial Insurance Specialist
951-284-4869
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Ginny Barrett
Ginny Barrett is a Senior 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.
Senior Commercial Insurance Specialist
(480) 536-8600
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Jainie Yoon CPCU, AU, AIS, 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.
Senior Commercial Insurance Specialist
213-252-0627
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Jake Jackson
Jake Jackson is a Senior Commercial Lines Insurance Specialist at Inszone Insurance Services, joining the company in May 2023 after the merger with Jackson Insurance Solutions. Jake has extensive experience in the insurance industry and has been working in this field for many years. Before that, he owned and operated his own small retail and contracting business for a decade. In addition to his insurance expertise, Jake is also a licensed real estate agent with a comprehensive understanding of the real estate market. Jake spent six years living in Albuquerque, NM, and currently resides in WY. He frequently travels back and forth between Wyoming and New Mexico for work.
Jake’s background in business has given him a clear understanding of the needs and operations of various businesses. Jake’s reputation for an unwavering commitment to honesty and a strong work ethic is well known among his clients. He believes that communication and availability are critical to building strong relationships with his clients and ensuring their insurance needs are met with the utmost care and attention. In addition to his full-time career as an insurance agent/producer, he serves as a part-time firefighter for his local county in Wyoming.
Jake is a devoted husband and father, and he enjoys spending time with his two young children and wife during his free time. He loves to fish, explore the outdoors, stay physically fit, and run.
Senior Commercial Insurance Specialist
(505) 898-8500
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Jim Simonds
Jim Simonds is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining the team in August 2024 following the merger with Albert C. Simonds & Co. Insurance. With over 40 years of experience in the insurance industry—from the insurance company side to the agency community—Jim specializes in benefits, property, and casualty insurance, focusing on small to medium-sized businesses.
He holds a Bachelor’s degree from Sonoma State University and has earned the CRIS and CHRS designations. Jim is actively involved with Rotary International, traveling the globe to assist those in need.
In his free time, he enjoys all water activities and cherishes time spent with family.
Senior Commercial Insurance Specialist
(626) 799-9532
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John Bradley Martin
John Bradley Martin is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining the company in November 2023 after the merger with J.B. Martin Insurance Agencies. John graduated from Lovington High School in southern New Mexico and earned his bachelor’s degree in economics with minors in Management and Science from Texas A&M University.
John Bradley is a trusted and experienced insurance professional. Commencing his insurance career in 1981, he has consistently demonstrated a strong academic foundation and a commitment to excellence. Johns’ expertise was acknowledged with a fellowship in 1985, solidifying his distinguished status in the industry. John’s business acumen is reflected in strategic acquisitions, expanding his reach, and fostering a loyal customer base.
Honesty and integrity are the cornerstones of his business model, ensuring clients trust him with their insurance needs. Proud of the agency’s growth, he credits a fantastic staff, including Justin Hamm, Elizabeth Rael, and MaryBeth Martin, who brings over 30 years of Insurance experience.
Outside of work, John enjoys spending time with his wife, three children, and ten grandchildren. Looking ahead, he eagerly anticipates serving customers throughout the great Southwest, providing professional and reliable service for years to come.
Senior Commercial Insurance Specialist
(505) 581-4746
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Katlyn Sanders
Katlyn Sanders is a Senior 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.
Senior Commercial Insurance Specialist
(760) 255-0648
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Lauren Hemphill
Lauren Hemphill is a Senior Commercial Lines Insurance Specialist at Inszone Insurance Services, joining Inszone in June 2024 after the merger with Blue Chip Insurance Agency.
Lauren earned a BA in Psychology with a minor in Sociology and Studio Art from DePauw University. She achieved the CIC (Certified Insurance Counselor) designation in 2021. She is married to a fellow insurance professional and has three sons.
With 17 years of insurance industry experience, she spent 10 years as a commercial underwriter for a national carrier and 7 years at Blue Chip on the agency side. Currently, she writes new commercial business accounts, manages the commercial book, handles marketing for all new business and renewals in personal lines, and oversees the agency’s personal lines portfolio.
In her free time, she enjoys attending their children’s various sporting events.
Senior Commercial Insurance Specialist
(505) 479-5155
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Lori Paul
Lori Paul is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in November 2022 after the merger with Business Insurance Solutions. Born and raised in Oregon, Lori began her insurance career in 2004 as an Insurance Representative in Eugene, specializing in Tow Truck Coverage. With over 20 years in personal and commercial lines, Lori is committed to helping clients choose and maintain the right policies for their needs.
Lori values building relationships with her clients, focusing on risk analysis, comprehensive coverage, and competitive rates. A supportive leader, she believes trust is key to a successful team.
Outside work, Lori enjoys family time with her husband and three boys, watching sports, camping, shopping, and relaxing on the beach. A true Oregon Ducks fan, she loves cheering on her favorite team.
Senior Commercial Insurance Specialist
(541) 747-8388
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Matthew List
Matthew List is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining the company in May 2023 after the merger with Desert Cornerstone Insurance Services. He earned a Bachelor of Science in Business and Management from the University of Redlands and recently completed a Master of Science in Entrepreneurship and Innovation from Cal State San Bernardino. He began his insurance career in 1988 with an insurance carrier in Riverside. After working for another firm for 13 years, he started his own insurance agency, Desert Cornerstone Insurance Service, Inc., and relocated to the Coachella Valley. Matt has been a licensed insurance agent since March 1992. After many years of serving the community through his company, he decided to merge his business with Inszone Insurance Services.
Matt is a proud husband and father of three grown children and a happy grandson, Elias. In his free time, he volunteers at a local homeless shelter that provides housing for over 350 families. His strength lies in his love for the community and the people around him. He has been playing classical piano for the past two decades and enjoys traveling in his spare time. However, his greatest joy is spending time with his family.
Senior Commercial Insurance Specialist
(760) 347-7723
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Nathan Wagner
Nathan Wagner is a Senior Commercial Lines Insurance Specialist at Inszone Insurance Services, joining Inszone in October 2023. Nathan started his career in Insurance in 2013. Nathan has worked in several insurance careers, handling different lines of business in different capacities. Nathan has experience with Business Auto, General Liability, Bodily Injury, Workers Compensation, Construction Defect, and Product Liability claims. Nathan has also worked as an Insurance Investigator handling Major Cases as well. These cases included catastrophic injury claims, claims in litigation, subrogation claims over $500,000, and fatalities. Outside of Insurance, Nathan had also previously worked in the construction industry as a Safety Manager and was also the head of the safety department for a multi-state General Contractor construction company. In this role, Nathan was responsible for the regulatory & safety requirements for the company, as well as being the company’s liaison to their insurance carrier. Nathan has an in-depth knowledge of the nuts and bolts of the Insurance industry with his unique experiences.
Nathan believes in the value of continuing education. Because of this, he obtained his Fraud Claims Law Associate (FCLA) designation, is OSHA 30 certified, and is working towards his Associates in Risk Management (ARM).
In his time off, Nathan enjoys playing sports with his children, golfing, exploring the outdoors, and trying new coffee shops.
Senior Commercial Insurance Specialist
(916) 379-8615
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Parvinder Janda
Parvinder Janda is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in February 2024 after the merger with Nam International Insurance Services Inc. With a foundation in insurance, Parvinder founded his own Insurance Agency in 2003 and boasts over 20 years of experience in both Commercial and Personal Lines of Insurance.
Passionate about client education, he strives to help clients understand their insurance needs and find the best coverage at a competitive premium. Known for his detail-oriented and organized approach, Parvinder prioritizes building long-term relationships with his clients.
In his time off, Parvinder enjoys moments with his wife and three daughters. An avid sports enthusiast, he also engages in working out and has a keen interest in traveling.
Senior Commercial Insurance Specialist
(510) 636-5816
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Rich DeMusis
Rich DeMusis is a Senior Commercial Lines Insurance Specialist at Inszone Insurance Services, joining Inszone in January 2024 after the merger with Van Oppen & Co 2.
Richard earned a Bachelor of Science in Business/Health Care Administration from Providence College. He is known for building strong client relationships and ensuring exceptional customer service. Richard is recognized as a trusted advisor in the industry. Additionally, he serves on the board of EPIC (Environmental Professional Industry Charities) and actively participates in professional associations. Richard holds the position of Vice President on the board of the Rocky Mountain Association for Environmental Professionals (RMAEP).
Richard has a solid 8-year tenure at ERIS and another 6 years at EDR, where he provided environmental risk information to firms in the Environmental and Engineering sectors. He has brought his 14 years of experience working with environmental and engineering clients to Van Oppen & Co. to assist with their insurance and risk control needs. Rich has over 25 years of expertise in business development, client relations, and client support. Recently, he acquired a license as an insurance broker.
In his free time, Richard enjoys exploring restaurants, particularly as a pizza enthusiast, and cooking Italian food. He also attends concerts and sports events, passionately supporting his favorite New York teams in Denver.
Senior Commercial Lines Insurance Specialist
(307) 418-3001
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Rick Kim
Rick Kim is a Senior Commercial Lines Insurance Specialist at Inszone Insurance Services, joining Inszone in March 2024. With a Master of Laws from the University of Southern California and bachelor’s degrees in Law, Accounting, and Arts from South Korea, Rick is also working towards a CPA license. His extensive insurance experience includes roles as Chief Strategy Officer at JC&Company Law and CPAs, Account Executive at CAL-KOR Insurance Services, and Senior Professional at Samsung Fire & Marine Insurance Co., Ltd. Rick holds a CPM license from IREM, specializing in Property & Casualty insurance for commercial properties such as buildings, factories, warehouses, and data centers.
Rick is dedicated to helping Korean businesses thrive in the U.S. market. With nearly two decades of experience and a background in accounting and taxation, Rick has held key roles, including Senior Professional at Samsung Fire & Marine Insurance Co., Ltd., where he served as both an Adjuster and a Senior Professional Advisor at the VIP Financial Planning Center. His innovative method for calculating insurance premiums has earned him a patent in South Korea. Rick is also the author of “Insurance Guidebook” and is currently working on “Insurance and Tax.” He offers expertise in both Property & Casualty (P&C) insurance and Group Health insurance, providing clients with comprehensive coverage solutions that address both business and employee benefit needs.
Outside of work, Rick is actively involved in several community and professional organizations, including serving on the boards of KAIFPA and KACCOC, being a member of KACPA, and partnering with KFA.
Senior Commercial Lines Insurance Specialist
(714) 684-8297
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Rick van Oppen, CPCU
Rick Van Oppen is a Business Unit Manager for Inszone’s Architects and Engineers Practice, joining the company in January 2024 after the merger with Van Oppen and Co. 2. He holds a Bachelor of Arts from Whitman College, Walla Walla, WA, and is a Chartered Property & Casualty Underwriter (CPCU). Specializing in comprehensive Property & Casualty Insurance for Architects, Engineers, and Environmental Service Firms, Rick also coordinates Risk Control support services for Inszone insured clients.
Before the merger, Rick founded and managed VOCO2 from 2008 to 2023. The firm was dedicated to providing Architects, Engineers, and Environmental clients with affordable and proactive insurance solutions and Risk Control services with insured clients nationwide and in Canada.
In his time off, Rick enjoys family time, splitting his days between the Central Coast of California, where his wife teaches Elementary school in San Luis Obispo, and Jackson Hole, Wyoming.
BUSINESS UNIT MANAGER - ARCHITECTS AND ENGINEERS DIVISION
(307) 733-7485
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Robin Brazell
Robin Brazell is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining the company in August 2024 after the merger with Anixter & Oser, Inc.
Robin graduated with a degree in Philosophy from the University of Colorado in 2006. Since 2007, she has worked as a commercial account manager in the insurance industry, bringing over 17 years of experience to her role. Known for her strong work ethic, organizational skills, and excellent communication, Robin excels in her professional life.
In addition to her career, Robin volunteers with local arts organizations, including a community radio station and a small theater troupe. Her involvement in these activities shows her commitment to supporting the arts and her community.
Robin enjoys spending time with her four-year-old daughter, husband, friends, and extended family. A passionate skier since the age of two, she lives in a top ski area. Robin also loves cooking and traveling whenever she can.
Senior Commercial Insurance Specialist
(415) 898-2487
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Ryan Ursiny
Ryan Ursiny is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining the company in March 2023 after the merger with Citizens General Insurance Brokers. He holds a degree in Business Administration from San Jose State and has over 10 years of experience in insurance management and customer service. Ryan has a proven track record of delivering exceptional results and possesses strong communication and problem-solving skills, a strong work ethic, and a natural ability to motivate and inspire others. These abilities have enabled him to build high-performing teams and cultivate strong relationships with clients.
Ryan is happily married and enjoys playing golf, a hobby that he has been passionate about for many years. He finds golf to be an excellent way to unwind, stay active, and challenge his problem-solving and strategic thinking abilities. Overall, Ryan is a highly skilled and motivated individual committed to achieving success and delivering exceptional results in the insurance industry.
Senior Commercial Insurance Specialist
(800) 621-0884
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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.
Senior Commercial Insurance Specialist
(408) 432-1585
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Steve Whitlow
Steve Whitlow is a Senior Commercial Lines Insurance Specialist at Inszone Insurance Services. joining Inszone in July 2024.
Steve began his insurance career in 2010, starting with personal insurance and later moving to business insurance. Having owned a small business himself, he knows how crucial it is to have a reliable agent. Steve understands that business owners prefer not to deal with complicated insurance matters, so he makes sure they get the right coverage smoothly.
Steve’s biggest strength is how much he cares about his clients, he treats each client personally and tackles their business challenges directly. Steve doesn’t see himself as just a salesperson; he sees himself as someone who helps clients succeed. The best part of his job is working closely with clients and finding solutions that fit their needs.
Outside of work, Steve enjoys spending time with his family, which includes his wife of 33 years and their four children. He also cherishes moments with his two grandsons. His hobbies include hunting, boating, attending church, playing golf, managing their property, and working on his pickleball skills.
Senior Commercial Lines Insurance Specialist
(816) 795-6205
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Susannah Grisham
Susannah Grisham is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in June 2024. Susannah grew up in Albuquerque, New Mexico and earned a Business Management degree from the University of New Mexico. Since 2003, she has worked in insurance, starting as an office manager and licensed agent at a leading independent agency. Transitioning to owning her agency with a captive insurer, she discovered a passion for independent brokering, particularly in commercial lines. Guiding businesses through insurance complexities is where Susannah finds fulfillment today.
Susannah is consistently dedicated to her role as an insurance professional, working hard to improve financial stability by providing essential products customized for both business and personal needs. Susannah is actively working towards obtaining her CISR designation and intends to achieve it by the end of the year. She believes it is her duty to educate others about insurance products and equip them with a comprehensive understanding of the benefits of comprehensive coverage.
In her free time, Susannah enjoys outdoor activities like fishing, hiking, camping, and rafting, which bring her immense happiness and fulfillment.
Senior Commercial Lines Account Manager / Branch Manager
(505) 479-5159
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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.
Senior Commercial Insurance Specialist
916-503-4819
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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 over four decades, 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.
Senior Commercial Insurance Specialist
530-491-5493
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Vanessa Mula
Vanessa Mula is a Senior 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.
Senior Commercial Insurance Specialist
760-826-0360
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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.
Senior Commercial Insurance Specialist
916-503-6275
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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.
Commercial Insurance Specialist
323-923-3457
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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.
Commercial Insurance Specialist
(713) 260-8899
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Ben Moreno
Ben Moreno is a Commercial Insurance Specialist at Inszone Insurance Services, joining the company in January 2024 after the merger with Tri-Cities Insurance Professionals. Ben entered the insurance industry in 2007 after working in the office furniture business, where he managed warehouse operations and conducted space planning for cubicles.
Prior to his venture into insurance, Ben held roles in car sales and retail management. He has a history of community involvement, dedicating close to 10 years to Junior Achievement, where he educated elementary school students about careers and community engagement.
Known for his empathy and commitment to the golden rule, Ben strives to understand others’ perspectives and resolve issues with humility and sincerity. In his time off, he enjoys playing basketball, golfing, and spending time with family and friends. A passionate sports enthusiast, he roots for teams like the Seattle Seahawks, Seattle Mariners, and the University of Washington football and basketball teams.
Commercial Insurance Specialist
(509) 380-5980
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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.
Commercial Insurance Specialist
214-379-4661
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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 ethic 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.
Commercial Insurance Specialist
916-394-8172
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Caleb Gutierrez
Caleb Gutierrez is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in January 2024. Caleb is a graduate of Bradshaw Christian High School and Grand Canyon University. While Caleb is relatively new to the insurance industry, he brings with him valuable experience from his previous roles in the golf industry and customer service positions within the wine and restaurant sectors. Additionally, Caleb has dedicated his time to volunteering at the Loaves and Fishes shelter, demonstrating his commitment to serving his community.
In his free time, Caleb enjoys embarking on weekend trips, playing golf, and cheering on the 49ers.
Commercial Insurance Specialist
(916) 527-9635
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Cameron Castano, QCLS
Cameron Castano is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in February 2024. Cameron is driven by a desire to grow and make a positive impact, consistently exceeding goals. Cameron is known for his commitment to service, volunteering at local animal shelters and obtaining licenses in Life, Health, Property, and Casualty across multiple states.
His experience includes business operations, telecommunications, and marketing. Cameron has a track record of mentoring talent in tech startups and collaborating with global investors. He’s skilled at solving problems and ensuring customer satisfaction.
In his time off, Cameron enjoys creative pursuits like composing music for short films and running his own merchandising company. He’s always seeking to learn and is currently studying business administration to expand his skills.
Commercial Insurance Specialist
(916) 527-9637
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Carson Rhinehart, QCLS,QPLS,QPIS
Carson Rhinehart is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in February 2023 and following in his father’s footsteps into the insurance industry. Drawn to Inszone’s potential for growth and its commitment to helping people, Carson quickly became a valued team member.
A high achiever with a zest for life, Carson enjoys traveling the world and trying different cuisines. He’s fiercely competitive yet deeply values family and friendship. When he’s not hard at work, you can find him setting ambitious goals or connecting with friends online.
Carson is also passionate about sports. In high school, he excelled in track and field and baseball, demonstrating both athleticism and dedication.
Commercial Insurance Specialist
(916) 866-9914
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Cesar Naranjo
Cesar Naranjo is a Commercial Insurance Specialist 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.
Commercial Insurance Specialist
(562) 573-2448
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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.
Commercial Insurance Specialist
847-719-7870
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Charles Schoendienst
Charles Schoendienst is a Commercial Insurance Specialist at Inszone Insurance Services, joining the company in November 2023 after the merger with Truman Van Dyke Entertainment Insurance. Charles’s journey in the industry began as a data entry/file clerk, progressing through roles such as client service representative, and now excelling as a Commercial Lines Account Manager. With five years of experience, Charles is dedicated to continuous learning to enhance his ability to serve our clientele.
In August 2022, he achieved a milestone by obtaining his Commercial Property Casualty License, showcasing his commitment to professional development. Currently, Charles is actively engaged with Syncopated Brewery in Lakewood, CA, contributing to the Kokua Project—an initiative supporting the Maui Ohana affected by the Maui Wildfire through the creation of “One Beer, brewed by many.”
Renowned for his meticulous attention to detail, Charles excels in the fast-paced and ever-evolving landscape of entertainment Insurance. Charles’s skills are integral to ensuring the smooth progression of operations within the industry.
In his time off, Charles enjoys golfing and values quality family time through travel, watching a movie with his kids, and embracing all things Disney.
Commercial Insurance Specialist
(323) 301-1087
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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.
Commercial Insurance Specialist
209-425-0700
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Eduardo Hernandez
Eduardo Hernandez is a Commercial Insurance Specialist 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.
Commercial Insurance Specialist
(562) 573-2450
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Felipe Flores
Felipe Flores is a Commercial Insurance Specialist 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.
Commercial Insurance Specialist
562-372-8812
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Gavin Thomas
Gavin Thomas is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in April 2024. He is currently pursuing Business Entrepreneurship at California State University, San Bernardino. pursuing a degree in Business Entrepreneurship. He holds licenses in Property and Casualty Insurance, as well as Life, Health, and Sickness insurance.
With a year of professional experience in the life and health insurance sector, he has consistently demonstrated his expertise and competency in his field. Gavin’s solid work ethic and friendly personality help him connect more deeply with clients, leading to stronger professional relationships.
During his free time, he loves spending it with his family and friends, and enjoying fun activities like riverside outings, camping trips, and traveling to different destinations.
Commercial Lines Account Manager
(909) 944-6578
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Gloria Casillas
Gloria Casillas is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in September 2024. Originally from Tijuana, Baja California, she moved to Temecula, California, in 1999. With a strong work ethic and background in sales from the age of 18, Gloria transitioned into real estate in 2005, quickly earning a reputation for excellent client service. By 2013, she was a top 10% producer in Orange County.
In 2018, Gloria became a licensed Life and Health agent and took on a leadership role at World Financial Group, training with respected coaches like John Maxwell and Tony Robbins. Fluent in English and Spanish, she has built strong client relationships and a reputation for integrity.
A proud mother of four adult children with impressive academic and athletic achievements—including an NCAA Final Four award—Gloria is dedicated to empowering others and brings positive energy to all her interactions.
Commercial Insurance Specialist
(562) 307-8128
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Isidro Galindo
Isidro Galindo is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in May 2023. Concurrently, he is pursuing his degree in Computer Science at Cerritos College. Prior to joining Inszone, Isidro worked in the service department of Kia of Cerritos, where his main responsibility involved providing exceptional customer service. Isidro would offer valuable information on various services and emphasize their significance in maintaining and enhancing customers’ vehicles. Isidro’s strengths include a strong work ethic, adaptability, amiability, and a competitive spirit.
In his free time, Isidro enjoys engaging in soccer, both as a player and a spectator with his friends. Additionally, he finds pleasure in going on hikes with his companions, relishing in the beauty of nature.
Commercial Insurance Specialist
(714) 619-5627
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Jacqueline Olivares, CCIP, WCIP
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.
Commercial Insurance Specialist
916-379-8612
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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.
Commercial Insurance Specialist
323-587-6570
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Jazmin Sepulveda
Jazmin Sepulveda is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in October 2023. With an extensive background spanning over 14 years, Jazmin brings a wealth of experience in various insurance lines, including personal lines and life insurance.
Beyond the office, Jazmin is a proud mom and wife who embraces an active and adventurous lifestyle. Jazmin’s interests include hiking, hitting the gym, and exploring new destinations through travel. A dedicated and hardworking individual, Jazmin is passionate about continuous learning. However, above all, she cherishes the time spent with her family, creating lasting memories together.
Commercial Insurance Specialist
(562) 445-4085
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Jeremie Strother
Jeremie Strother is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in August 2022. He grew up in a small town in Ohio and has gained extensive experience in construction, operations, and management. Jeremie is passionate about training and coaching, always seeking new skills to positively impact his co-workers, clients, and others around him.
In addition to his current role, Jeremie has years of experience in hospitality, security, and health & wellness.
In his free time, Jeremie enjoys exploring the outdoors, spending time with his family, and being a positive role model in his community.
Commercial Insurance Specialist
(480) 755-5233
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John Drapp
John Drapp is a Commercial Lines Insurance Specialist at Inszone Insurance Services, joining the company in September 2024 after the merger with Springbrook Insurance Agency. A graduate of the University of Cincinnati’s Business College, John began his career in insurance in 1995 following a tenure at Procter & Gamble. Over the decades, he has cultivated a wealth of knowledge and experience, earning accolades for his commitment to excellence and dedication to his clients.
John is passionate about achieving the best possible outcomes for his clients. His unwavering focus on their needs, coupled with his deep industry expertise, allows him to provide tailored solutions that foster long-term relationships built on trust and results.
In his free time, John enjoys a variety of outdoor activities, including running, hiking, walking, tennis, pickleball, golf, and boating. He also loves exploring national parks and finds fulfillment in engaging with community service and charitable causes.
Commercial Insurance Specialist
858-391-3001
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Jonathan Giusto
Jonathan Giusto is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in February 2023. Despite hailing from a family rooted in the insurance industry, Jonathan’s genuine passion lies in cultivating meaningful connections with individuals, making insurance a natural and fulfilling career choice.
Boasting a track record of exceptional achievements, Jonathan excelled academically throughout his educational journey. Demonstrating exceptional leadership skills, he made his mark on the baseball field, earning a promotion to the Varsity team at a remarkably early stage in his sophomore year. Beyond his athletic pursuits, he possesses a deep-rooted interest in music, fitness, and personal development, constantly seeking new avenues for growth and self-expression.
A tireless worker both inside and outside the office, Jonathan embraces challenges with unwavering resolve. When he’s not immersed in his professional responsibilities, you’ll find him passionately pushing his physical limits at the gym, nurturing his musical talents in the comfort of his own home, or embarking on captivating explorations of uncharted territories. Guided by his empowering motto, “if it scares you, do it,” Jonathan fearlessly tackles life’s opportunities, continuously expanding his horizons.
Commercial Insurance Specialist
(951) 394-8183
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Kala Evans
Kala Evans is a Commercial Insurance Specialist at Inszone Insurance Services, joining the company in March 2023 after the merger with Citizens General Insurance Brokers. She has been working in the insurance industry for over a decade, specializing in commercial lines. In addition, she was also a Make-A-Wish Ambassador for a year, where she spoke at one of their biggest fundraising events and impacted hundreds of thousands of people, contributing to an ongoing organization that fulfills the wishes of children. Her strengths include high motivation, teamwork, organization, an amazing attitude, integrity, honesty, and dedication. She has always aspired to work in customer service as she enjoys helping those in need and working with people to meet their needs.
Kala is a proud mom of four children, her kids keep her busy. She focuses on taking them to sports and other events and engaging in quality fun adventures.
Commercial Insurance Specialist
(800) 621-0884
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Keith Williams
Keith Williams is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining the company in April 2024 after the merger with Keith Williams Insurance Associates. A lifelong resident of Victoria and a 1979 graduate of Stroman High School, Keith later obtained a certification in process technology from Victoria College in 1996 and graduated from Destiny Bible Institute in 2007.
Inspired by a life-altering accident, Keith entered the insurance industry in 2001 to help others gain a better understanding of insurance. He founded Keith Williams Insurance Associates in January 2002, which expanded to offer personal and commercial insurance in 2012. With guidance from a seasoned commercial insurance producer, Keith’s agency earned a stellar reputation in the community and throughout Texas. His wife, Tina, joined the agency full-time in 2018, further enhancing its success.
Before his insurance career, Keith held various roles, including Chemical Process Operator, Railcar Inspector, oilfield equipment fabricator, and self-employed cattle broker.
Active in community service, Keith has served on multiple boards and volunteers for organizations such as Warriors Weekend and Samaritans Purse Disaster Recovery. He and Tina also host a weekly Noontime Prayer group.
Keith and Tina are proud parents to their son, Justin, and enjoy family time, saltwater fishing, golfing, hunting, camping, gardening, and outdoor cooking.
Senior Commercial Insurance Specialist
(361) 223-7045
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Megan Mercer
Megan Mercer is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in October 2023. Megan earned her BFA from Stephens College in Columbia, MO. Megan’s insurance journey began right after college in 1999, starting with recreational products, then transitioning to personal lines sales and service, and eventually moving into commercial lines sales.
Megan takes great pride in her ability to connect with others, displaying a personable and professional demeanor. With her extensive experience in various insurance roles, she possesses a comprehensive understanding of policies, processing changes, and handling claims, enabling her to effectively assist clients with their insurance needs while infusing every interaction with a positive energy.
Outside of her insurance career, Megan is an active member of both the Lee’s Summit Chamber of Commerce and Rotary club. Additionally, she showcases her talent and creativity in improv comedy since 1999 with various improv groups in Kansas City. Megan is a proud member of the all-female comedy group Pretty Funny, and has performed at the 2009 and 2010 Chicago Improv Festivals with SPITE.
In her time off, she enjoys spending time with her husband and son, engaging in activities like traveling, working outdoors, and enjoying movies.
Commercial Insurance Specialist
(816) 207-6195
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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.
Commercial Insurance Specialist
707-440-9441
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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.
Commercial Insurance Specialist
480-348-2200
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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.
Commercial Insurance Specialist
847-630-3366
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Ross Comly
Ross Comly is a Commercial 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 his 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.
Commercial Insurance Specialist
720-465-7056
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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.
Commercial Insurance Specialist
928-227-3268
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Scott Kelver
Scott Kelver is a Commercial Lines Insurance Specialist at Inszone Insurance Services. Joining Inszone in July 2024. Scott is originally from Pueblo, CO, where he played college basketball at Trinidad State Junior College after high school before moving to Denver. There, he held various management roles at Budget Rental Car, Red Bird Farms, EXPEDCO, and UPS.
In 2007, Scott transitioned to a career as a Commercial Lines (CL) producer, quickly excelling and earning notable commissions and bonuses. Scott then founded his own agency brokerage which he grew significantly over 12 years. Scott’s achievements led to influential discussions with Inszone regarding mergers and acquisitions, shaping his current career. With 30 years in business, Scott has developed a robust network in Colorado and, more recently, in Arizona.
In his free time, Scott and his wife enjoy playing golf with their friends from junior high school. They also own a condo in Queen Creek, AZ, and like to spend time there during the winter with family and friends. Additionally, coaching youth basketball has been a fulfilling experience for him in the past.
Commercial Lines Insurance Specialist
(719) 773-0242
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Steven Rivera, QCLS
Steven Rivera is a Commercial Insurance Specialist at Inszone Insurance Services, joining Inszone in May 2023. He graduated with a bachelor’s degree in marketing management from California Polytechnic University of Pomona, achieving Magna Cum Laude honors. Additionally, Steven has a notable achievement as a Boy Scout, where he attained the prestigious rank of Eagle Scout, the highest rank attainable in scouting. As part of this accomplishment, he completed a service project at the Jurupa Mountains Discovery Center in Jurupa Valley, which involved building a two and a half-raised garden. Over the course of three weekends and with the help of 33 volunteers, he invested 1,500 hours of work in completing the project, accomplishing it a month before his 18th birthday.
Although Steven is new to the insurance industry, he brings valuable customer service experience from his previous work in retail. He prioritizes customer satisfaction, understanding that happy customers are more likely to return. He believes that qualities such as diligence, strong work ethic, and a positive mindset contribute to creating a great customer experience.
In his free time, he enjoys going to the gym, creating memories with his friends, and cherishing moments with his family. The gym serves as his personal haven outside of work, where he strives to maintain his health and physical well-being. Creating memories with friends can involve various activities, from playing video games indoors to exploring new restaurants and culinary experiences. Lastly, spending quality time with his family holds immense value for Steven, as they are incredibly important to him, and he treasures every second shared with them.
Commercial Insurance Specialist
(909) 718-8156
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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.
Commercial Insurance Specialist
801-655-0506
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Tyler Console
Tyler Console is a Commercial Insurance Specialist 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.
Commercial Insurance Specialist
(562) 372-8809
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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
Commercial Insurance Specialist
760-433-9583
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Vanessa Carranza
Vanessa Carranza is a Commercial 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.
Commercial Insurance Specialist
541-357-4272
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Abbey Kenney
Abbey Kenney is a Healthcare Liability Producer at Inszone Insurance Services, joining Inszone in May 2024. With over six years of experience in the insurance industry, Abbey specializes in working with healthcare professionals, lawyers, and accountants. Her background also includes more than 20 years in sales and customer service.
Abbey prides herself on enthusiastically assisting her clients, ensuring their needs are met effectively and efficiently. She takes a consultative approach, clearly explaining coverage options and helping clients understand policy details. Her primary goal is to make her clients’ lives easier, and she enjoys building relationships with new professionals.
In her free time, Abbey enjoys being with family and friends. She and her husband have two young boys who keep them busy with sports and other activities. Abbey is a foodie who loves to stay active, read, travel, and attend live music events.
Healthcare Liability Producer
(847) 230-3350
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Lindsay O’Fallon
Lindsay O’Fallon is a Healthcare Liability Producer at Inszone Insurance Services, joining Inszone in March 2024. With a bachelor’s degree in business administration from the University of Vermont, obtained in 2004, she holds a Property & Casualty license in Massachusetts and brings over 20 years of experience to her role.
Born and raised in Vermont, Lindsay has dedicated her career exclusively to the healthcare sector, gaining insight from various perspectives within the insurance industry. Before joining Inszone, she served as a wholesale broker at US Risk, specializing in coverage for Nursing Homes/Assisted Living Facilities, Home Health, and Allied Healthcare. Lindsay began her insurance career in underwriting at Lexington (a division of AIG).
Lindsay’s broad knowledge and experience across different facets of the industry enable her to provide valuable expertise to her clients. A go-getter by nature, she is passionate about her work and excels in building strong, long-lasting relationships with her clients.
In her time off, Lindsay enjoys spending quality time with her husband and two young daughters. An avid skier, she grew up ski racing in Vermont and has embarked on many ski adventures, including heli-skiing and skiing in Europe. Lindsay also loves being outdoors, whether in the mountains or at the beach, and enjoys traveling and exploring new places with her family and friends.
Healthcare Liability Producer
(602) 362-0213
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Betty Mercer
Betty Mercer is a Surety Account Manager at Inszone Insurance Services, joining Inszone in June 2024. Betty has completed both levels of the NASBP Surety School and holds a notary public license. She began her journey with Surety in 2017, responding to a Craigslist ad for a “document associate.” Besides her professional role, she volunteers at her local church, teaching ballet to children and organizing social events and community outreach initiatives.
Betty is new to the insurance industry, yet she brings over six years of experience as a bond account manager to her role. Her meticulous attention to detail and unwavering pursuit of optimal results makes her a remarkable addition to our team.
In her free time, Betty enjoys unwinding with a dirty martini while watching her favorite dark comedy. She also loves playing hide-and-seek with her toddlers.
Surety Account Manager
(760) 507-0515
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Richard Ford
Richard Ford is a Senior Surety Specialist at Inszone Insurance Services, joining the company in June 2024. For many years, Richard has worked as a Producer in the Surety industry, serving clients across all 50 states by providing contract bonds to both new and seasoned contractors. His prior experience as a contractor in California, where he completed over 120 projects working with school districts, has given him invaluable insight into the unique challenges faced by contractors, especially when working with government entities.
Richard’s extensive experience in both contracting and the surety bond industry allows him to provide advice tailored to his clients’ needs, helping them navigate the bonding process to expand their businesses. His goal is to make a significant, positive difference in their operations by understanding the many challenges contractors face and delivering great service that builds long-term relationships.
In his free time, Richard enjoys golfing, hiking, boating, and traveling. He is also passionate about volunteering, having been a Rotarian for 20 years. Richard has contributed to numerous charitable causes, including supporting students, providing meals to families in need, and assisting global efforts in Haiti, Ukraine, and disease eradication. Additionally, he enjoys spending time with his young golden retriever, Indie, and finds joy in giving back to the community.
Senior Surety Specialist
(760) 507-0514
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Anthony Ortiz Valdiosera
Anthony Ortiz Valdiosera is a Renewal Specialist at Inszone Insurance Services, joining the team in September 2024. His teamwork and strong work ethic make him a valuable asset to Inszone.
In his free time, he enjoys attending concerts and sporting events.
Renewal Specialist
(916) 637-4328
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Brian Bowen
Brian Bowen is a Senior Commercial Lines Insurance Specialist at Inszone Insurance Services, joining the company in September 2024 after the merger with L.A. Bowen Insurance. Brian began his insurance career in 1989, working at a captive agency alongside his brother. In 1998, he transitioned to an independent agent role at L.A. Bowen Insurance, where he spent nearly three decades serving clients with dedication and expertise prior to joining Inszone.
Brian’s passion lies in delivering personalized insurance solutions and ensuring that clients feel supported every step of the way. His years of experience allow him to guide clients through complex challenges while fostering long-lasting relationships.
In his free time, Brian enjoys the beauty of Utah’s outdoors and has fond memories of fishing, hunting, and playing racquetball in his younger years. He treasures time spent with his family and is devoted to serving others through his church.
Senior Commercial Lines Insurance Specialist
(801) 437-9824
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Jasmine Cordova, PCIA
Jasmine Cordova is a Senior Commercial Lines Insurance Specialist 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.
Senior Commercial Lines Insurance Specialist
916-737-2107
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Commercial Account Managers
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Ana Ochoa-Torres
Ana Ochoa-Torres is a Senior 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.
Senior Commercial Lines Account Manager
(619) 684-2598
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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.
Senior Commercial Lines Account Manager
951-284-4860
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Ben Kim
Ben Kim is a Senior 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.
Senior Commercial Lines Account Manager
(714) 202-4938
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Brian Letherer
Brian Letherer is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in August 2023 after the merger with Letherer Insurance Consultants, Inc. Brian earned his Bachelor’s degree from the University of New Mexico. With a rich professional background, Brian has served as a Senior Application Engineer in the semiconductor industry, working with esteemed companies such as KLA-Tencor, Intel, and Philips. Additionally, he held the esteemed roles of Owner and President at his previous agency. Demonstrating his commitment to community welfare, Brian also served as a former board member at Barrett House, a homeless shelter for women. Beyond his professional and community engagements, he contributes to the realm of sports as a High School basketball referee.
Senior Commercial Lines Account Manager
(505) 433-4266
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Candis Coleman
Candis Coleman is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in April 2024. She graduated from Georgia Military College and obtained her CIC designation in 2020. With over 18 years of experience in the insurance industry, Candis has worked across various sectors such as construction, manufacturing, real estate development, and restaurants. She transitioned to primarily working with Architects and Engineers in 2022.
Hailing from Atlanta, Georgia, Candis is a devoted fan of all things Atlanta, including the Falcons, Hawks, United, and Braves, not to mention the UGA Dawgs. In her free time, she enjoys traveling, attending concerts, and cherishing moments with family and friends. While she doesn’t have children, her lovely shih tzu keeps her on her toes.
Senior Commercial Lines Account Manager
(307) 456-7277
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Carmelette Simonds
Carmelette Simonds is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the team in August 2024 following the merger with Albert C. Simonds & Co. Insurance. She has been in the Insurance Industry since 1988, when she began her career as an insurance rater with The Aetna Life & Casualty Insurance Company. For the past 20 years, she has been a part of The Insurance Agency side of the business.
In her time off, she loves to travel and spend time with her family.
Senior Commercial Lines Account Manager
(626) 243-9617
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Christine Ervin
Christine Ervin is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in August 2024 after the merger with San Antonio Insurance Services, LLC.
Christine has lived in San Antonio, Texas, for over thirty years but is originally from Harlingen, Texas. She lives there with her husband, son, and twin daughters. With over two decades in the commercial insurance field, Christine holds a General Lines Agent Property & Casualty license and has been an Accredited Customer Service Representative since 2006. Her extensive experience helps her provide top-notch service and advice on various insurance needs, including General Liability, Commercial Auto Liability, Commercial Property, Workers’ Compensation, and Bonds.
Christine focuses on building strong relationships with her clients and providing insurance solutions that fit their needs. In her role, she helps clients understand and choose from a wide range of insurance products and services to ensure they have the right coverage.
In her free time, Christine loves being active in her church, fishing, roller skating, playing volleyball, swimming, dancing, and spending time with her granddaughter, Avianna.
Senior Commercial Lines Account Manager
(210) 568-9295
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Cindy Bunch
Cindy Bunch is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in January 2024 after the merger with Practice Secure Insurance. Holding a degree in Business Administration from LeTourneau University, Cindy entered the insurance industry in June 1994 as an assistant secretary at the local Farm Bureau office. Her journey includes experiences in Guam and obtaining her P&C license in 2000.
Transitioning to the independent agent field in 2002, Cindy has since excelled in various roles. She continued her career, starting in 2005 as a personal lines CSR and later obtaining her General Lines Life and Health license in 2012. Cindy worked in the Employee Benefits department as an account manager until 2022. Subsequently, she joined Inszone as the Program Manager overseeing dental malpractice, employee benefits, life, and disability books.
Her primary goal is to provide outstanding experience for her doctor clients, assisting with insurance quotes, coverage updates, and claims processes. Always just a phone call away, she ensures her clients can focus on their patients.
In her free time, she enjoys spending moments with family, friends, and two Corgis. As empty nesters, she and her husband love traveling, attending concerts, hockey games, and movies. Her favorite retreat is any beach.
Senior Commercial Lines Account Manager
(888) 539-0080
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Crystal Hill
Crystal Hill is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in May 2023 after the merger with Desert Cornerstone Insurance Services. She has been in the insurance industry for nearly 20 years, specializing in contractors. She started her career while in high school, assisting account managers after school. That is where her passion for insurance and learning about various types of businesses grew. Crystal attended classes on the weekends to obtain her Property & Casualty license and obtained her license prior to graduating high school. For 13 years, she worked at Desert Cornerstone Insurance Service, Inc. as a Commercial Lines Marketing Manager. She takes great pride in earning the informal title of “Solution Department” and loves a challenge. Keeping clients’ best interests at the forefront has enabled her to have long-lasting relationships that are invaluable to her.
While she is passionate about her insurance career, Crystal’s greatest passion is being a wife and mother to four amazing children. She enjoys traveling, family game nights, camping, and watching her kids ride motorcycles. She believes it is possible to “have it all” and strives to achieve professional and personal goals.
Senior Commercial Lines Account Manager
(760) 347-7723
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Hea San Sin
Hea San Sin is a Senior 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.
Senior Commercial Lines Account Manager
916-503-4951
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Holly Nelson
Holly Nelson is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in March 2024. She holds a degree in Business Communication Studies from San Jose State University, graduating with Honors. With over 12 years of experience in the insurance industry, Holly provides exceptional customer service and has a passion for training and mentoring.
Throughout her career, Holly has played a key role in training individuals with no prior insurance experience, helping them become successful Account Managers. She is a Presidential Member of the Sigma Alpha Pi Honors Society and holds designations as a Construction Risk Insurance Specialist (CRIS) and Management Lines Insurance Specialist (MLIS).
Known for her outgoing and approachable nature, Holly is described by many as bubbly and personable. In her free time, she enjoys visiting wineries, spending time with friends and family, and participating in dance fitness activities.
Senior Commercial Lines Account Manager
(408) 381-3979
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Inna Bates
Inna Bates is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in April 2018. As a licensed insurance agent since 2018, Inna consistently delivers exceptional service, specializing in tailored policy recommendations, client relationship management, and effective problem-solving. Her personalized approach and meticulous attention to detail have earned her a stellar reputation as a trusted and compassionate advisor in the industry.
Inna’s ability to connect with people on a deeper level sets her apart, fostering relationships built on trust, transparency, and genuine care. She is passionate about helping others secure peace of mind and thrives on the challenges of creating customized solutions for everyone. Her adaptability and commitment to delivering results make her an invaluable asset to clients and colleagues alike.
Outside of work, Inna embraces her adventurous spirit through hiking, exploring new destinations, and creating cherished memories with her husband and children. Her vibrant personality and creative approach to problem-solving make her naturally gravitate toward, both professionally and personally.
Senior Commercial Lines Account Manager
(916) 394-8175
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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!
Senior Commercial Lines Account Manager
916-737-2116
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Jerry Onofre, PCIA, AINS
Jerry Onofre is a Senior 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.
Senior Commercial Lines Account Manager
323-587-4960
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Juan Ledesma
Juan Ledesma is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in May 2023 after the merger with Speck Insurance. He was born and raised in Texas and attended Northbrook High School for his senior year. Prior to joining Inszone, he had been with Speck Insurance since 2002. Juan specializes in Property & Casualty insurance, as well as Life and Health insurance. He actively participates in church activities and dedicates his time to serving others. Juan’s commitment to his community and church translates into providing his clients with exceptional service and finding the best possible solutions, going above and beyond for them.
In his time off, he enjoys spending quality time with his family and friends. Juan has a passion for gardening and landscaping around their house and finding joy in creating a beautiful outdoor space. In addition, he loves being outdoors and traveling to explore new places. Juan has a strong interest in sports, particularly soccer, baseball, and basketball.
Senior Commercial Lines Account Manager
(713) 467-1100
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Julie Sullivan
Julie Sullivan is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in January 2024 after the merger with Van Oppen & Co. 2. Julie attended the University of Houston and boasts a diverse background, having held both adjuster and agent licenses, accumulating over a decade of experience in commercial account management.
For over 13 years, Julie has been a dedicated volunteer at the Houston Livestock Show and Rodeo, serving as a GateKeeper. Her strengths lie in her attentive listening skills, adeptness at asking clarifying questions, and deep understanding of risk and coverages to ensure comprehensive protection for clients. Known for her responsiveness, friendliness, empathy, and quick issue resolution, Julie is valued by both clients and colleagues alike.
In her time off, Julie enjoys quality moments with family and friends, particularly on the water, engaging in activities like floating, boating, or fishing.
Senior Commercial Lines Account Manager
(832) 404-6161
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Justin Taylor
Justin Taylor is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in May 2024 after the merger with Cascade Insurance Center. Originally from Southern California, Justin holds a bachelor’s degree from the University of California Santa Barbara and boasts over five years of experience in the commercial insurance industry.
With a passion for connecting with the diverse members of the Central Oregon business community, Justin aims to streamline what can sometimes be perceived as a daunting process, making it as seamless as possible for his clients.
Justin and his wife, Laura, made the decision to move to Bend, like many others in Central Oregon, after falling in love with the area’s beauty during their first visit. Together, they delight in exploring the picturesque trails, kayaking and floating along the river, enjoying live music, golfing, snowboarding, and savoring the myriad culinary experiences the town has to offer. Justin’s family includes two dogs, a cat, and a tortoise, adding to the lively atmosphere of their household.
Senior Commercial Lines Account Manager
(541) 848-6067
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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.
Senior Commercial Lines Account Manager
(408) 432-1552
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Kimberley Gwinn
Kimberley Gwinn is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in August 2023 after the merger with Hawks View Insurance. After dedicating 18 years to a fortune 500 company, Kimberley shifted her career path, entering the insurance industry in 2012.
Her initial role as a customer service agent quickly evolved into commercial account management and subsequently employee benefits account management. This progression equipped her with the skills to collaborate effectively with business owners and cater to their diverse insurance requirements. Kimberley specializes in commercial insurance and employee benefit packages, catering to both small groups of 1-50 employees and mid-market groups of 51-99 employees. Her work ethic is defined by purposefulness, commitment, quick learning, and self-motivation. She values taking a comprehensive approach to clients’ insurance needs, ensuring their assets are well-protected.
A native of the Pacific Northwest, Kimberley finds joy in the natural beauty that surrounds her. She’s an enthusiast of wines and holds a discerning palate for food. Additionally, she indulges in golf as an amateur player.
Senior Commercial Lines Insurance Specialist
(360) 340-9990
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Krista Sosa
Krista Sosa is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in January 2024 after the merger with Practice Secure Insurance. Krista has had a diverse professional journey, entering the Insurance Industry from 2008 to 2015, transitioning to finance from 2017 to 2019, and returning to insurance in 2020. Krista’s international experience includes working in the insurance field in Canada from 2008 to 2015 before immigrating to the US. Krista has since worked in Florida, Kentucky, Texas, and now Colorado.
Known for being personable, hardworking, and efficient, Krista brings a wealth of experience to her role. In her time off, she finds joy in hiking and spending quality time with her husband and children.
Senior Commercial Lines Account Manager
(888) 539-0080
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Lauren Rodgers
Lauren Rodgers is a Senior Commercial Lines Account Manager at Inszone Insurance Services. She has been in the insurance industry since 2006, with over 17 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. Due to her impressive skills, she was recruited to the team and later promoted in the spring of 2024. Currently, she holds the position of Senior Commercial Lines Account Manager for Inszone’s A&E Group.
On her time off, Lauren enjoys antiquing, traveling, and spending time with her husband, son and two dogs.
Senior Commercial Lines Account Manager
760-547-2117
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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.
Senior Commercial Lines Account Manager
530-491-5496
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Melody Ross
Melody Ross is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in July 2023 after the merger with Willow Glen Insurance Agency. Her journey in the insurance industry began just a few years after graduating from Saint Mary’s College, and she has been dedicated to this profession since 2005. With a primary focus on commercial lines, Melody takes great pleasure in finding effective solutions for her clients, ensuring their insurance needs are met with expertise and precision.
In her free time, she enjoys utilizing her creativity through floral design, furniture rehabbing, and Christmas tree design. Melody is also an avid reader with a passion for books.
Senior Commercial Lines Account Manager
(408) 369-9090
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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.
Senior Commercial Lines Account Manager
925-520-3320
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Pedro Ramirez Alarcon
Pedro Ramirez Alarcon is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in January 2024 after the merger with Van Oppen & Co. 2.
Pedro has over fifteen years of customer service and sales experience, with a specialty focus on A&E and Environmental Professional clients. Pedro uses his people skills and problem-solving abilities to help clients protect their businesses and assets. His knack for organization and attention to detail makes him an important part of his team, and he looks forward to growing further with Inszone Insurance.
Pedro is a proud husband to Annabel since 2019 and a loving father to their two wonderful children and two fur babies. In his free time, Pedro enjoys outdoor activities such as going to the beach or parks with his family in the Charleston area.
Senior Commercial Lines Account Manager
(307) 456-7276
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Ryan Coopee
Ryan Coopee is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in May 2024 after the merger with Cascade Insurance Center. Originally from the East Coast and hailing from a large family in Massachusetts, Ryan made the move out west in 2022.
Starting his insurance career at the age of nineteen in 2012, Ryan initially specialized in personal lines and small business insurance. Over the years, he has held various roles at independent insurance brokerages, continually expanding his expertise. Ryan holds both property & casualty insurance producer licenses in Oregon, Washington, and California, emphasizing his dedication to ongoing education in the ever-evolving insurance industry.
Ryan’s focus is on delivering top-notch customer service, ensuring that each client receives tailored coverage options to meet their specific needs. He takes pride in supporting local businesses in Central Oregon by educating them on appropriate coverage offerings.
In his free time, Ryan enjoys exploring the outdoors, especially by the water or mountains. He also appreciates live music, writing, watching movies, and spending time with family and friends.
Senior Commercial Lines Account Manager
(541) 848-6069
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Samantha Coplan
Samantha Coplan is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in January 2024 after the merger with Van Oppen & Co. 2. Over the years, Samantha held various roles, excelling in customer service, account management, and office administration.
Samantha has managed a wide array of accounts, specializing in architects engineers and environmental service clients. She is also familiar with surety bonds. Samantha is committed to providing excellent customer service, fostering teamwork, and supporting her team’s needs.
Outside of work, Samantha enjoys spending time with family, friends, and her dog, engaging in activities like watching movies with her kids and relishing beach moments.
Senior Commercial Lines Account Manager
(719) 985-2137
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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.
Senior Commercial Lines Account Manager
916-738-7708
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Sanae Martin
Sanae Martin is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in May 2023 after the merger with Desert Cornerstone Insurance Services. With over two decades of experience in the insurance industry, Sanae is dedicated to providing excellent customer service. Her attention to detail and precision allows her to handle multiple tasks with ease.
In her free time, she enjoys listening to music, watching movies, and taking her dog Walter for a walk. But most of all, she loves spending time and playing with her beautiful grandchildren.
Senior Commercial Lines Account Manager
(760) 347-7723
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Shelley Dreier
Shelley Dreier is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2024 after the merger with JHC Insurance Agency. With an insurance career spanning 18 years, Shelley initially started in the accounting department before transitioning to commercial lines after 2 years. She has since been a dedicated commercial lines property and casualty agent, specializing in Oil and Gas service contractors.
As a proud mother and grandmother to four children and two grandchildren, Shelley values family time. In her free time, she enjoys off-roading in the mountains, volunteering with her local Texas A&M Aggies Mom Club and attending Friday night high school football games.
Senior Commercial Lines Account Manager
(361) 223-7043
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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.
Senior Commercial Lines Account Manager
213-252-0626
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Tara Otwell-Garner
Tara Otwell-Garner is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2024 after the merger with JHC Insurance Agency. With a Business Management degree from the University of Houston, Victoria, Tara is a Texas General Lines Insurance Agent for Life, Accident, Health, & HMO, as well as Property & Casualty.
Starting her insurance career in 2007, she briefly worked in Oil and Gas as a Supervisor before returning to insurance. Joining her previous agency in 2018, Tara quickly advanced from reception to a Commercial Lines Account Manager role.
Known for her meticulousness, goal-oriented approach, and positive demeanor, Tara excels in multitasking and handling pressure. With a diverse background spanning Oil and Gas, Insurance, Sales, Accounting, and Management, she brings valuable experience. Tara is characterized by strong verbal, interpersonal, and written communication skills, along with self-motivation, a strong work ethic, and a positive attitude.
Outside of work, Tara enjoys outdoor activities with her family, especially her son, staying active, and nurturing her creative side. Committed to her son’s learning and development, she dedicates time to teaching him important values.
Senior Commercial Lines Account Manager
(361) 223-7037
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Tiffany Hernandez
Tiffany Hernandez is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in September 2023 after the merger with Butler Insurance Services Inc. Tiffany boasts an impressive tenure with her previous agency, starting in 2011, underlining her extensive experience in the industry.
A true Idaho native, Tiffany embodies an unparalleled passion for customer service. She is widely recognized and commended for her exceptional care and compassion, always going above and beyond for each member she serves.
Tiffany is a loving wife and a mother to four passionate children. In her free time, she enjoys spending quality moments with her family and diving into Pandora’s endless playlist, where she finds relaxation and enjoyment through music.
Senior Commercial Lines Account Manager
(208) 775-0604
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Trina Nesbitt
Trina Nesbitt is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in January 2024 after the merger with Van Oppen & Co. 2. With over a decade in the insurance industry, Trina began her career in 1990 as a receptionist for Liberty Mutual in downtown Los Angeles. She progressed through roles with third-party administrators, various insurance carriers, and property and casualty agencies. In 2006, Trina moved to Tennessee, and worked at various agencies. In 2017, she joined a new opportunity, delving into Commercial Insurance. Trina’s expertise expanded as she worked with multiple carriers, serving diverse commercial lines clients.
In August 2023, Trina joined her previous role as an Account Manager, where she ensured clients’ needs are met, providing services like renewal support, insurance reviews, and addressing inquiries. Collaborating with her team, Trina devises effective solutions for clients’ insurance programs.
In her time off, Trina is a proud mother and grandmother, with a daughter working as a nurse. She enjoys travel, exploring restaurants and cultures, reading, and quality time with family and friends. Her favorite destinations include wine tastings and comedy shows. Trina’s goal is to excel in her role, continuously learn, and refine her craft.
Senior Commercial Lines Account Manager
(803) 957-1500
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Aaron Lyon
Aaron Lyon is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in April 2024. He holds a Bachelor’s degree in Business Administration from National University and brings over 25 years of insurance experience. Aaron began his career in the auto industry, specializing in warranties, before transitioning into life insurance and ultimately the property and casualty sector. In addition to his extensive insurance knowledge, he is licensed to operate nearly all heavy equipment found on the road today, giving him a unique understanding of the importance of proper coverage for such machinery.
As an insurance advisor, Aaron is committed to being responsive, transparent, and providing tailored solutions to meet the needs of businesses. His wealth of experience allows him to guide clients through complex coverage options with clarity and confidence.
In his free time, Aaron enjoys volunteering at Clovis Hills Community Church with his two boys. He also loves fishing, camping, and perfecting the art of grilling a mean steak.
Commercial Lines Insurance Specialist
(559) 224-7132
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Aimee Wareham
Aimee Wareham is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in March 2023 after the merger with Citizens General Insurance Brokers. She graduated from Arizona State University in 2019 with a bachelor’s degree in Agribusiness. Prior joining to the insurance industry, she worked in retail for five years, where she provided customer service and sales support. She enjoyed helping people shop and gained experience with store merchandising. Aimee started working with Citizens General in 2021, and in 2022, she obtained her insurance license. She currently holds an account manager role and is eager to learn more about commercial lines to build strong relationships with customers and enhance her skills in handling accounts.
Aimee’s strengths lie in her ability to quickly learn and solve problems. She uses her skills efficiently to help customers and has a positive attitude towards her work. Aimee is a people person and enjoys building relationships with others. She is always willing to help others and is eager to learn new skills to enhance her knowledge in the workplace. Working in retail for so long has taught her how to ask the right questions to figure out customer needs and find solutions quickly.
Aimee is a proud wife and enjoys spending time with her husband and their dog, Rosie. They recently moved to Lincoln, CA, in 2020, and enjoy exploring the area and trying out local wineries and breweries. Aimee also enjoys cooking and learning new recipes and reading books. Additionally, she likes going to the gym and participating in fitness classes.
Commercial Lines Account Manager
(800) 621-0884
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Alejandro Diaz
Alejandro Diaz is a Commercial Lines Account Manager at Inszone Insurance Services. Joining Inszone in May 2024. When Alejandro moved to Temecula, he joined AYSO and took on roles as a soccer coach and referee for his son’s team, finding great joy in nurturing young athletes’ skills. With a lifelong love for soccer and passion for coaching, he now looks to shift his career to Commercial Lines at Inszone, aiming to assist and educate local businesses with their insurance needs. Alejandro’s extensive experience and commitment reflect his dedication to providing exceptional service and support to his clients.
Alejandro has worked in the insurance sector since 2015. His motivation is to expand his knowledge and help educate families and businesses. Throughout his career, he has successfully assisted numerous clients. Prior to joining Inszone, Alejandro worked at an Allstate Agency, specializing in providing auto, home, and life insurance solutions to protect families. His outstanding performance was acknowledged with multiple top producer awards from 2018 to 2022.
During his free time, Alejandro loves spending time with his family. They enjoy going to the beach, river, or attending events, especially in San Diego or LA. In the summer, they like to go to Dodger games and are always ready for new adventures!
Commercial Lines Account Manager
(951) 239-4489
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Alex Tidwell, QPIS, QCLS
Alex Tidwell is a Commercial Account Manager at Inszone Insurance Services, joining the company in October 2023. He received his Bachelor of Science from Fort Hays State University in 2011 and possesses exceptional skills in sales, client acquisition, and retention. Alex is also a business owner and has the knowledge and understanding of the coverage and insurance needs of his clients.
In his free time, Alex spends time with his family and enjoys sports and outdoor activities.
Commercial Lines Account Manager
(785) 625-2820
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Alma Hadzikadunic, QCLS, QPLS
Alma Hadzikadunic is a Commercial Lines Account Manager at Inszone Insurance Service. She 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.
Commercial Lines Account Manager
314-353-4400
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Alondra Gonzalez
Alondra Gonzalez is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in May 2023. Despite being new to the insurance industry, Alondra possesses a strong drive for excellence, along with qualities such as dedication, adaptability, open-mindedness, and a motivation to serve her clients. An additional advantage is her bilingual proficiency, which allows her to effectively communicate with a diverse range of individuals. Alondra is enthusiastic about utilizing her skills and passion to provide exceptional service to her clients at Inszone Insurance Services.
In her free time, she enjoys embarking on adventures with her family. Alondra is also actively involved as a soccer mom, supporting her children’s activities. Alondra’s love for nature is evident as she takes pleasure in exploring the outdoors and capturing moments through photography
Commercial Lines Account Manager
(562) 372-8871
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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.
Commercial Lines Account Manager
916-503-6303
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Amanda Neumann
Amanda Neumann is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in October 2023 after the merger with American Heritage Agency Inc. Amanda attended North Central Kansas Technical College after graduating from Hays High School, where she received multiple certifications in the Health and Early Education fields.
Before transitioning to the insurance industry, Amanda accumulated years of experience in customer service and project management. Notably, she worked as a lead teacher in an early education classroom, enhancing her leadership, communication, problem-solving, and critical thinking skills.
Amanda is deeply passionate about her involvement with a local domestic violence organization. Additionally, she has dedicated her time to volunteering and advocating at numerous fundraising and awareness events over the years.
Amanda believes her diverse prior experiences, coupled with her friendly attitude, accountability, and strong communication skills, provide a robust foundation for delivering exceptional customer experience.
In her free time, Amanda enjoys a variety of crafting, baking, hiking, watching movies, and spending quality moments with her husband and their three pets.
Commercial Lines Account Manager
(785) 301-2794
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Ana Briceno
Ana Briceno is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in October 2023 after the merger with The Point Insurance. With a decade of specialized experience in Trucking Insurance, Ana seamlessly transitioned her expertise into Commercial Lines over the past three years. She excels in her role as a dedicated Account Manager and is currently working towards her CISR designation, underscoring her commitment to delivering exceptional customer service.
In her time off, Ana finds solace in nature through camping and backpacking adventures. She eagerly anticipates the opportunity to apply her knowledge and skills to meet your business needs.
Commercial Lines Account Manager
(562) 573-2455
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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.
Commercial Lines Account Manager
559-547-2188
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Andrew Brito, QCLS
Andrew Brito is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in February 2024. He brings an extensive background from the Banking industry and has succeeded in various roles. Andrew takes pride in supporting his colleagues and providing genuine service to his clients. He enjoys tackling complex tasks and finding solutions to help others.
Andrew also has experience as an assistant basketball coach at his old school, earning recognition as Assistant Coach of the Year. This experience taught him the importance of leadership and teamwork.
In his free time, Andrew loves spending time with his two sons and playing basketball with them, always striving to keep his skills sharp.
Commercial Lines Account Manager
(916) 527-9633
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Anthony Michel
Anthony Michel is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in March 2023 after the merger with Citizens General Insurance Brokers. He has been working in the insurance industry for over a decade, during which he has also held a concurrent position at a brewery. This has allowed him to become an active member of his local community while writing insurance policies across the continental United States. He thrives on working with people and building lasting relationships, taking pride in his ability to create the best outcomes for both him and his clients.
In his free time, you can find him at the gym, fueling his passion for fitness. He also enjoys snowboarding on the mountains, wake surfing on the lake, and keeping up with his husky, Logan. With his personable nature and strong work ethic, you can count on him to provide the best possible experience.
Commercial Lines Account Manager
(800) 621-0884
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Baylee Russell
Baylee Russell is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in November 2022. She brings over 10 years of customer service experience to the industry, which helps her build and establish great relationships with her clients. Baylee enjoys being personable and relatable, making her clients feel like she is their friend and has their best interests at heart.
She plans to return to school eventually to gain more business knowledge and advance her career in the insurance industry. Baylee aims to become an even greater asset to Inszone in the future.
In her free time, she enjoys spending time with her family, especially her son. She loves taking walks along the beach and aims to travel around the United States to explore different hiking trails along the coasts.
Commercial Lines Account Manager
(562) 573-2447
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Brad Asbury
Brad Asbury is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in April 2024. With a career spanning back to 2003, he began in insurance with a life/health license before adding a property and casualty license ten years later. For the past six years, he’s focused on commercial insurance, both in business development and account management.
Community service is a core value for Brad. He’s been an active member of a local Rotary Club for 15 years and supports organizations like Stanford Settlement, Rise Against Hunger, and Feed My Starving Children.
Brad’s customer service approach emphasizes patience, empathy, and understanding, ensuring his clients receive top-notch care.
In his free time, Brad enjoys staying active at the gym, attending auto races, hiking, skiing, cooking, and savoring craft beer.
Commercial Lines Account Manager
(530) 255-2143
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Bryanna Munoz
Bryanna Munoz is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in April 2023. Possessing a robust 13-year history in the service sector, which encompasses positions in managing restaurants and bars as well as spearheading training initiatives, Bryanna contributes an abundance of valuable expertise to her present position.
In her time off, Bryanna indulges in her passion for animals, particularly cats. She also cherishes moments spent with her family, including her 7-year-old niece named Alyssa and her 6-year-old nephew named Hudson. Apart from her family, Bryanna’s interests extend to activities like antique and vintage shopping, as well as exploring plant markets.
Commercial Lines Account Manager
(480) 257-3210
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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.
Commercial Lines Account Manager
916-737-2108
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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.
Commercial Lines Account Manager
480-348-2200
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Christina Williams
Christina Williams is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in April 2024 after the merger with Keith Williams Insurance Associates.
Tina moved to Houston from Ohio at 18 to study at the University of Houston, where she graduated with a BBA in Accounting. Tina worked as an Accountant, Controller, and CFO before shifting her focus to commercial insurance after obtaining her license at Keith Williams Insurance. During her time at UH, Tina received scholarships from the American Business Women’s Association (ABWA) for four years. Known for her attention to detail and ability to handle multiple tasks, Tina loves learning and values every opportunity to gain new insights from people and experiences. She enjoys both talking with others and listening to their stories.
Outside of work, Tina is active in her church and community. She and her husband Keith have taught Dave Ramsey’s Financial Peace University for years, helping others manage their finances wisely. Tina sees insurance as a natural extension of her passion for helping people plan their finances. Looking forward, Tina hopes to spend more time traveling with humanitarian organizations like Convoy of Hope and Samaritan’s Purse, especially after witnessing their crucial role during Hurricane Harvey in 2017.
In their free time, Tina and Keith love traveling, camping, supporting their son Justin in his sports, and spending time with friends and family. They take pride in their role as parents to Justin.
Senior Commercial Lines Account Manager
(361) 223-7046
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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.
Commercial Lines Account Manager
(562) 573-2449
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David Accurso
David Accurso is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in September 2023. Originally from Leawood, Kansas, he pursued his bachelor’s degree in marketing at the University of Kansas, graduating in 2020. Prior to joining Inszone, David gained experience in 401k administration with a Tax and Benefits Organization in Kansas. Alongside his professional pursuits, David is a skilled artist, dedicating his spare time to freelance commission artwork.
David’s passion for commercial insurance account management drives him to continuously enhance his expertise in the field. He eagerly looks forward to leveraging his insurance knowledge to cater to the unique needs of his business clients.
In his time off, David is an avid athlete who revels in the challenges of marathon and triathlon endurance events.
Commercial Lines Account Manager
(816) 282-0433
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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.
Commercial Lines Account Manager
520-586-2226
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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.
Commercial Lines Account Manager
909-718-8155
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Devony Felish
Devony Felish is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in August 2023 after the merger with Hawks View Insurance. She began her professional journey in Real Estate and Property Management at the age of 19 in 2012. By 2017, she had received her real estate license, accumulating 9 years of experience that enriched her knowledge and customer service skills. Transitioning from selling homes, she ventured into ensuring dreams, embracing new opportunities that the insurance field had to offer.
Her introduction to the insurance industry started in 2021, when she became a part of the team at Hawks View Insurance, driven by a desire for something fresh. After a positive interaction during interviews and meeting the team, she eagerly embraced the fresh start. While initially starting as a customer service representative for both personal and commercial lines, Devony swiftly found her true calling within Commercial Insurance. Known for her quick-to-learn ability and enthusiasm for resolving challenges, she excels in this role.
In her time off, she enjoys spending quality time with her husband and two children, engaging in activities ranging from movie nights to weekend getaways. She also nurtures interests in reading, crafting, and photography.
Commercial Lines Account Manager
(360) 209-8220
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Dijana Orescanin
Dijana Orescanin is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in September 2023. In her home country, she earned a degree in Hospitality and Tourism Management. With over three years of experience, Dijana has excelled as an operations manager in the logistics industry, known for her results-driven approach, strong leadership skills, and customer service background. She is enthusiastic about applying her skills to the insurance industry during her time at Inszone.
Dijana is a loving wife and mother to her three sons. During her free time, she finds joy in reading, traveling, and has a deep appreciation for nature and fast cars.
Commercial Lines Account Manager
(314) 612-4500
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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.
Commercial Lines Account Manager
847-719-7876
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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.
Commercial Lines Account Manager
916-738-7817
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Faith Fowler
Faith Fowler is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in April 2024. Although new to the insurance industry, Faith is eager to learn and grow in her role. She brings experience from previous positions in car sales and as a shift lead at a restaurant, where she developed strong customer service skills.
Faith is known for her friendly, easy-going nature and dedication to helping others. She strives to ensure tasks are completed correctly and efficiently.
In her free time, Faith enjoys spending time outdoors with her family, hanging out with friends, and cherishing moments with the people who mean the most to her.
Commercial Lines Account Manager
(916) 503-6287
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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.
Commercial Lines Account Manager
916-394-8182
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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.
Commercial Lines Account Manager
559-272-2010
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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.
Commercial Lines Account Manager
(408) 432-1553
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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.
Commercial Lines Account Manager
214-379-4662
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Jack Holloway
Jack Holloway is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in February 2024. He graduated from Los Osos High School, excelling in cross country and track, earning the coaches’ award for his hard work. Prior to joining Inszone, Jack worked at In-N-Out Burger for three years, gaining valuable customer service skills.
Jack’s journey also includes three years in the Fire Explorer program with the Rancho Cucamonga Fire Department, emphasizing teamwork. After attending Chaffey College for two years, Jack became a San Bernardino County Deputy Sheriff, completing a challenging six-month academy that taught him discipline and leadership. He then worked for the Sheriff’s Department for two and a half years before transferring to Beverly Hills PD. In 2022, Jack left law enforcement, exploring a new career path in the insurance industry.
In his time off, Jack enjoys off-roading, fishing, camping, hiking, and dirt-bike riding. Spending time with family and friends is crucial to him, shaping both his personal and professional priorities.
Commercial Lines Account Manager
(760) 826-0367
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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.
Commercial Lines Account Manager
281-519-0063
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Jeffrey Ferguson, QCLS
Jeffrey Ferguson is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in February 2024. With a background in public service, Jeffrey has earned several awards and accolades. A graduate of California State University, Sacramento, he enjoys continuous learning and personal growth. Jeffrey is dedicated to surpassing his clients’ expectations, delivering top-notch value and service.
In his free time, Jeffrey enjoys traveling, working out, and spending quality time with loved ones.
Commercial Lines Account Manager
(916) 527-9642
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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!”
Commercial Lines Account Manager
(408) 432-1523
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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.
Commercial Lines Account Manager
928-662-9709
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Jodi Matanane
Jodi Matanane is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in March 2023. She brings over 2 decades of customer service skills in the restaurant industry and was in search of a more fulfilling way to help others. Prior to joining Inszone, she took a year off from the restaurant world to have a successful battle against cancer. In her time here at Inszone, she has found that the company strongly believes in putting clients and their needs first, which is the environment she thrives in.
In her free time, Jodi enjoys being a mom to her two children, reading, and going to the theater. She is also an avid traveler and loves vacationing on cruises while she waits for her letter from Hogwarts.
Commercial Lines Account Manager
(916) 503-8783
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Jonathan Hernandez, QCLS, QPLS
Jonathan Rodriguez is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in December 2023. He’s known for his strong academic background, leadership skills, and teamwork abilities. Jonathan graduated from Del Campo High School, where he was active in programs like AVID and Improve Your Tomorrow, showing his commitment to personal growth. He previously worked in document management, where he learned to stay organized and efficient.
As a former soccer team captain, Jonathan is great at communicating and working with others. In his time off, he enjoys playing video games and hanging out with friends, but his real passion is soccer, which he’s been playing since he was a kid with the American River Football Club.
Commercial Lines Account Manager
(916) 527-9630
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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.
Commercial Lines Account Manager
562-403-1566
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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!
Commercial Lines Account Manager
816-683-9578
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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.
Commercial Lines Account Manager
559-224-7166
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Kerry Drake
Kerry Drake is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in March 2023 after the merger with Specialty Contractors Insurance Services. She attended Western New Mexico University and began her insurance journey with Specialty Contractors Insurance Services in 2013 before joining Inszone. She volunteers countless hours to youth sports leagues in her area because she believes sports teach valuable skills and lessons that children can use well into adulthood. One of her strengths is her eagerness to expand her knowledge in the insurance industry.
In her free time, she loves spending time with her family and is currently on a quest to visit all the National Parks with them. She also enjoys exploring the Sierra Nevada mountains to discover new hiking and camping spots.
Commercial Lines Account Manager
(530) 621-4433
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Kyle Vidovich
Kyle Vidovich is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in April 2024. With a Bachelor’s degree in Kinesiology from Cal State Fullerton, Kyle transitioned to commercial insurance after being inspired by his wife’s career in the industry. His background includes 8 years in the service and hospitality industry, where he honed his customer relations skills.
In his previous role, Kyle spent 7 years in sales and management, supervising 75 staff and overseeing the largest taproom in Orange County. He is passionate about customer service and aims to treat each business as his own, providing tailored coverage solutions.
Outside of work, Kyle enjoys playing competitive hockey for over 30 years and is an avid guitarist who performs locally with his band.
Commercial Lines Account Manager
(714) 678-5988
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Lashanda Cole
Lashanda Cole is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in May 2024. Bilingual in English and Spanish, Lashanda has over six years of experience primarily focused on habitational risks. Her diverse work background includes roles in customer service, accounting, office and retail management, and school bus transportation.
Lashanda has a strong interest in the medical field and hopes to attend medical school one day. She is a natural caretaker and enjoys helping others, often volunteering to clean homes, provide free childcare, and transport children to school and extracurricular activities. Her dedication was recognized early in her career when she was awarded Employee of the Year in her second year in the industry.
Known for her strong work ethic, friendly personality, and compassionate nature, Lashanda enjoys building relationships with friends, coworkers, and clients.
Outside of work, Lashanda is a dedicated wife and mother of four. She loves watching movies, going to amusement parks with her kids, singing karaoke, dancing, and vacationing in warm, tropical destinations.
Commercial Lines Account Manager
(224) 344-8039
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Laura Emanuel
Laura Emanuel is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in April 2024. With 12 years of experience in the insurance industry, Laura has held roles in Customer Service, Sales, Office Management, and as an Agent. Her passion for insurance lies in helping clients protect their futures and understand their coverage.
Laura has also been a head volleyball coach for a travel club for 10 years, coaching girls aged 14-17. She finds fulfillment in watching her players grow and succeed, with many continuing their volleyball careers in college.
In addition to her professional roles, Laura volunteers for the Alabama Deep Sea Fishing Rodeo and is involved in a Mardi Gras organization. Her background in sports has instilled in her determination, dedication, and discipline.
In her free time, Laura enjoys spending time with family and friends, coaching and playing volleyball, officiating high school volleyball, going to the beach, boating, and fishing.
Commercial Lines Account Manager
(602) 362-0216
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Leigh Shelton
Leigh Shelton is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in September 2024 after the merger with Springbrook Insurance Agency. Originally from Pensacola, Florida, Leigh relocated to San Diego in 1997 and earned her insurance license in 2001.
Leigh has two children and two grandchildren. In her free time, she enjoys roller skating, cooking, and gardening.
Commercial Lines Account Manager
(858) 391-3001
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Leslie Horner
Leslie Horner is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in April 2024 after the merger with A&B Insurance. With a long and distinguished career in the insurance industry, Leslie has specialized in Personal and Commercial Lines for over four decades. Alongside her husband, she owned and operated her own insurance agency for several years.
Customer service and mentorship are Leslie’s areas of expertise and passion. She thrives on helping others and leaving them with a smile. Known for creating strong and lasting relationships with everyone she meets, Leslie’s unwavering dedication and loyalty to her customers, combined with her extensive knowledge and expertise, make her a customer favorite.
A California native, Leslie resides in beautiful Sonoma County with her husband of nearly 50 years, Larry, and their new golden-husky puppy, Sophie. She loves spending as much time as possible with her daughter, son-in-law, and five grandchildren, who bring immense joy to her life.
Commercial Lines Account Manager
(415) 491-7886
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Lindsey Lombardi
Lindsey Lombardi is a Commercial Lines Account Manager at Inszone Insurance Services. Joining Inszone in August 2024. With a strong background in education and health, Lindsey possesses a master’s degree in Kinesiology and a Bachelor’s degree in Physical Education from Northern Arizona University. She also holds a Property and Casualty Insurance Producer license in Arizona. With experience as a Health and Wellness Program Director and a professor, Lindsey excels in communication and relationship-building, effectively tailoring her approach to meet diverse client needs.
In her time off, she enjoys golfing, pickleball, hiking, and spending time with family and friends.
Commercial Lines Account Manager
(602) 675-5255
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Maiya Evans, QCLS
Maiya Evans is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in February 2024. With prior experience as a Sales Associate, she excelled in anticipating customer needs and providing excellent service while maintaining brand standards. Maiya also served as a manager at Chipotle for over two years, where her expert assistance to customers led to increased satisfaction and retention rates. Her diverse experiences showcase her outstanding customer service skills, along with being personable, a problem solver, patient, and a good listener.
In her time off, Maiya enjoys pursuing new interests, such as building computers, a hobby she delved into in 2020, gaining valuable knowledge along the way. She also finds joy in playing the piano and aspires to learn the guitar. Additionally, Maiya embraces an active lifestyle, engaging in activities like running and playing basketball.
Commercial Lines Account Manager
(916) 527-9638
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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.
Commercial Lines Account Manager
760-547-2119
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Marissa Jordan
Marissa Jordan is a Commercial Lines Account Manager at Inszone Insurance Services, joining the team in August 2024. With over 14 years of experience in the insurance industry, Marissa’s journey began in 2010 at a small health insurance agency in Chico, where she started as a receptionist and quickly advanced to office manager. In 2013, she became a licensed health agent, and in 2014, she joined her family’s agency, Nugent Insurance, where she earned her licenses for all lines by 2018.
For the past six years, Marissa has been the primary Account Manager at Nugent Insurance, focusing primarily on commercial lines with expertise in construction, contractors, and commercial property. Though she handles personal lines, her book of business is predominantly commercial at 90%, with 8% personal lines and 2% health/benefits. She holds insurance licenses in California and Texas and is planning to expand her licenses to other states based on client needs.
Marissa is working toward obtaining her CISR (Certified Insurance Service Representative) designation and is committed to continuous learning. Her approach to customer service is deeply rooted in her family-owned business background, treating clients like friends and prioritizing their needs. This customer-centric mindset has helped her cultivate a loyal client base with numerous referrals.
Known for her strong work ethic and attention to detail, Marissa enjoys reading, writing, and spending time with her husband, who was her high school sweetheart, and their pets—three cats and an elderly Chihuahua/Fox Terrier mix named Pepper. They also enjoy traveling and attending concerts whenever possible.
Commercial Lines Account Manager
(530) 956-8463
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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.
Commercial Lines Account Manager
(562) 573-2458
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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.
Commercial Lines Account Manager
(562) 573-2459
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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.
Commercial Lines Account Manager
(209) 533-0234
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Melissa Thorn
Melissa Thorn is a Commercial Lines Account Manager at Inszone Insurance Services. Melissa joined Inszone in November 2021. Prior to joining Inszone, Melissa worked for United Health Care as a Benefit Advocate in Health Insurance. Melissa chose to work in the insurance industry for the opportunity to help individuals and business owners with their insurance needs. She prides herself in her compassion to her customers and making sure they are well-informed on their coverages. With her dedication to serving her customers with the best service, you can’t be in better hands with Melissa.
On her time off, Melissa enjoys hiking, spending time with her children, cooking, and game nights with her friends.
Commercial Lines Account Manager
(916) 394-8163
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Michael Munro, QCLS
Michael Munro is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in March 2024. Born and raised in Southern California, Michael has insurance in his blood, with both his mother and grandfather working as insurance agents. His diverse background includes owning a Window Cleaning business and an Event Bartending Service, as well as experience in solar sales and mortgage officer roles. Additionally, he has worked in the construction industry as a Custom Window and Door Installer.
In his free time, Michael cherishes moments with his family, enjoys traveling, and delights in outdoor adventures with his dog.
Training Specialist
(559) 606-0119
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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 graduated from California State University, Fresno, with a Bachelor’s degree in Science and Mathematics, focusing on psychology. 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.
Commercial Lines Account Manager
559-446-2101
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Monica Gonzalez
Monica Gonzalez is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in February 2023. She earned her AA in Hospitality Management from MiraCosta College in 2014 and has over 15 years of experience in customer service. Monica takes great pleasure in assisting businesses with their insurance needs, and always strives to surpass the expectations of each client. Her infectious positivity and outgoing personality allow her to build strong relationships with her clients, which she values greatly.
In her free time, she enjoys spending quality time with her loved ones. She also takes care of a small farm consisting of chickens, ducks, turkeys, and birds. Additionally, she loves to explore new restaurants and indulge in antique shopping. Monica is an avid horror movie enthusiast and loves to attend Universal Studios Horror Nights every year.
Commercial Lines Account Manager
(916) 394-8176
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Morganne Stewart
Morganne Stewart is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in June 2023. Her career path took a significant turn when she transitioned from being a high school math teacher to pursue new challenges in the insurance industry. This career change was driven by her genuine desire for new opportunities and professional growth. Morganne’s experience as an educator has equipped her with valuable skills in communication, analysis, and problem-solving, which she now applies directly to her role in insurance. She excels at effectively explaining complex concepts, understanding client needs, and providing tailored solutions.
Morganne combines her technical expertise with exceptional customer service, emphasizing the importance of trust and transparency in building strong client relationships. She understands that the insurance landscape requires a deep understanding of clients’ individual circumstances and strives to deliver personalized solutions that meet their specific needs.
During her leisure, Morganne enjoys being outdoors with her husband, Brandon, and their dog, Fry. She also enjoys reading and fiber arts.
Commercial Lines Account Manager
(714) 247-7437
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Naomi Salazar, QCLS
Naomi Salazar is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in February 2024. Naomi is an early graduate of Oakmont High School in Roseville, CA, where she excelled as an Advanced Placement student for four consecutive years.
Naomi’s previous experience includes working at Eskaton Village, where she trained new hires and provided excellent service to residents. She collaborated with kitchen and management staff to improve daily operations and menu presentation accuracy in the dining systems. Naomi’s decision to pursue a career in insurance stemmed from her desire to expand her experience in customer satisfaction within an office environment.
Outside of work, Naomi enjoys spending time with friends and family, roller-skating, drawing, and reading.
Commercial Lines Account Manager
(916) 527-9639
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Neylanie Lopez, QCLS
Neylanie Lopez is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in February 2024. Currently pursuing her English Degree at Sacramento State University, Neylanie previously worked as a leasing agent for apartment complexes, assisting college students. This experience taught her valuable collaboration skills and the importance of helping others.
Throughout her early education, Neylanie excelled in various leadership roles, founding clubs and serving as Varsity Cheer Captain and a member of the Track & Field team. Her passion for literature, music, animals, and cars is evident, and she possesses strong critical thinking, organizational, and communication skills.
Neylanie was drawn to the insurance industry by its significance in protecting assets and helping people. She takes pride in educating clients and ensuring they have adequate coverage. Outside of work and school, Neylanie is dedicated to her community, volunteering her time. Fluent in both English and Spanish, she aspires to learn more languages in the future.
In her free time, Neylanie enjoys exploring new food spots in different countries or relaxing with a good book on the beach.
Commercial Lines Account Manager
(916) 527-9640
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Paul Araujo
Paul Araujo is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in November 2022. Prior to joining Inszone, he worked in a moving company for two years. Paul is new to the insurance industry, but his strong work ethic and dedication enable him to establish good relationships with clients and solve problems to ensure customer satisfaction.
He spends his free time with his family and friends, going out to watch movies or simply taking a walk in the park. He enjoys watching UFC and actively trains in boxing, as well as engages in long-distance running.
Commercial Lines Account Manager
(562) 372-4262
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Rachel Henry
Rachel Henry is a Commercial Lines Account Manager at Inszone Insurance Services, joining the team in August 2024. Rachel brings a wealth of experience from her previous roles, including her time as an Account Manager with another company and a Compliance Administrator.
Before transitioning to the insurance industry, Rachel worked in healthcare, assisting Medi-Cal members and providers, which honed her customer service and problem-solving skills. She holds a Bachelor of Arts in Social Work from California State University-Sacramento and an Associate of Arts in English to ASL Interpreter Preparation from American River College. In October 2023, she earned her Utah Property and Casualty Insurance License.
In her free time, Rachel enjoys counted cross-stitch, hosting dinner parties with friends, and watching movies. She has also recently taken up ice skating lessons and enjoys spending time with her family in Utah, where she moved from California three years ago.
Commercial Lines Account Manager
(801) 655-0304
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Rachel Pinion
Rachel Pinion is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in October 2022. With an impressive track record spanning more than 22 years, Rachel brings a wealth of expertise in commercial transportation insurance to her role. Rachel’s experience encompasses diverse roles, including support, sales agent, account manager, underwriting, and billing.
Notably, Rachel’s leadership skills shine through as a sales team lead, guiding her team to the highest production for two consecutive years. For 15 out of her 22 years, she held supervisory positions, a testament to her strong work ethic and dedication. Rachel is driven by a relentless commitment to ensuring her clients’ needs are met, especially within the context of the thin profit margins that truckers operate on, where timely solutions are vital.
In her free time, Rachel nurtures a thriving summer garden, delighting in canning her homegrown produce. Among her favorites are homegrown tomatoes, which she transforms into various creations including salsa, spaghetti sauce, tomato juice, diced, and whole tomatoes. Additionally, she finds joy in spending quality time with her family, floating on the Missouri rivers during the summer months. A point of pride is her role as a grandmother to her beautiful granddaughter, the child of her daughter in the Airforce, who resides in San Antonio.
Commercial Lines Account Manager
(816) 282-0436
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Richard James
Richard James is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in February 2024. Richards journey into the insurance field was driven by a passion for helping people, a trait he’s carried from previous roles as a sales lead at hospitals and a manager at restaurants. Richard attended Folsom Lake College, where he was honored to serve as captain of the soccer team.
In his time off, he actively engages with his community through various charitable endeavors. He has volunteered with St. Joseph’s Battered Women’s Shelter, offering support to children in the facility, and with Medspiration, a charity providing health information and food aid to those in need.
Known as “R.J.”, Richard is committed to supporting his clients and community. He enjoys sharing laughter, taking his dog for walks, and going on bike rides.
Commercial Lines Account Manager
(916) 394-8175
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Robert Valenzuela
Robert Valenzuela is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in May 2023. Prior to his role at Inszone, he gained experience working at The Walt Disney Company as well as DIRECTV. With a family background in the insurance industry spanning over 20 years, Robert brings a unique perspective to his new role. Although he is new to the insurance industry, Robert’s strong work ethic and dedication enable him to establish solid relationships with clients and effectively solve problems to ensure their satisfaction. He possesses an outgoing personality, is a quick learner, and is eager to embark on his journey in the insurance industry.
In his free time, Robert prioritizes spending quality time with his family and beloved dog. He enjoys attending weekend car shows, exploring new destinations, watching sports, and creating cherished memories that will last a lifetime.
Commercial Lines Account Manager
(714) 678-5985
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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.
Commercial Lines Account Manager
760-433-8542
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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.
Commercial Lines Account Manager
816-683-9581
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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 beaut