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.
Chief Technology Officer
(714) 285-4257
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Management
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Chris Tracy
Chris Tracy is the Regional President of California at Inszone Insurance Services, joining the company in June 2018. After earning his undergraduate degree in 2012, Chris ventured to the East Coast for graduate school, a bold step that kindled a deep passion for unraveling complex problems and laid the foundation for a thriving career in insurance. His interest in commercial insurance began in the summer of 2010 during an internship with Zurich North America. At Zurich, he realized the value of helping businesses protect themselves from risk. With experience in handling claims for Commercial Middle-Market, Global Corporate, and Large Construction accounts, he gained a unique lens through which to advise clients. Before entering the commercial insurance field, Chris earned a Master’s Degree, driven by his interest in human behavior.
In 2018, Chris joined Inszone as a Producer specializing in commercial real estate insurance. His success in this role allowed him to transition to sales manager, where he grew the sales team and demonstrated his leadership skills. He was then promoted to the inaugural VP of Northern California, overseeing the company’s largest revenue-generating territory before stepping into his current role as Regional President in 2025. Today, Chris drives the strategic vision for Inszone’s California operations.
When he’s not working, Chris enjoys spending time with his wife, son, family, and friends. He is a lover of hiking and trying new wines, and remains an eternal optimist on the golf course—undaunted by his knack for losing golf balls in every way imaginable.
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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Francisco Saldaña
Francisco Saldana is the Regional President of the Mid-West at Inszone Insurance Services, joining the company in January 2025. With over a decade of experience in the insurance industry, Francisco previously led the Southeast region at USI Insurance Services, an international top 10 broker. He holds the prestigious CPCU (Chartered Property Casualty Underwriter) and ARM (Associate in Risk Management) designations. Throughout his career, he has received notable recognition, including being named to Business Insurance’s Breakout Award (Top 40 Under 40) and Insurance Business America’s Rising Stars (Top 40 Under 40) in 2020.
Francisco is deeply committed to providing exceptional service to clients by leveraging his extensive knowledge of risk management and insurance solutions. His experience in leading regional teams and understanding the unique needs of clients allows him to drive success for both Inszone and the clients they serve. He thrives in developing customized strategies that address the complex challenges businesses face, using his broad expertise to deliver impactful results.
In his free time, Francisco enjoys spending quality time with his wife of 11 years and their two daughters, ages 9 and 6. He also finds fulfillment in volunteering and has previously contributed to organizations such as Kristi House and the Chapman Partnership in Miami, FL.
Regional President - Mid West
801-437-9840
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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 Executive VP of Benefits Department 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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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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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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Mohsen Khan
Mohsen Khan is the VP of 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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Hauke Hansen
Hauke Hansen is the VP of Pacific Northwest 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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Erika Roys
Erika Roys is the VP of Arizona 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.
VP - Arizona
480-591-6918
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Layne Bowen
Layne Bowen is the VP of Utah 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.
VP - UTAH
(801) 437-9822
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Josh Jackson
Josh Jackson is VP – New Mexico 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.
VP - New Mexico
(505) 898-8500
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Chris Ewton
Chris Ewton is the VP of 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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Scott Ligouri
Scott Ligouri is the VP of Colorado at Inszone Insurance Services, joining the company in November 2024 after the merger with Loft & Co. With an impressive 18-year tenure in the independent insurance channel prior to joining Inszone, Scott brings a wealth of experience and expertise to the team. As the founder of Loft & Co. in 2007, he successfully built the agency into a $33 million premium firm, overseeing five acquisitions during his leadership, making him the perfect addition to the Inszone Insurance leadership team. Scott’s academic background includes a double major in Economics and Business from Coe College and an MBA with an emphasis in Entrepreneurship from Drake University. He also holds the CLCS designation, underscoring his deep understanding of commercial lines insurance.
Scott’s passion for fostering community engagement is evident through his philanthropic work. He has contributed to various local charities and organizations such as the MS Foundation and Big Brothers Big Sisters, where he served as a Big for five years. His efforts have been recognized with multiple charitable awards from carriers, reflecting his commitment to giving back and supporting those in need.
In his free time, Scott enjoys outdoor adventures, including skiing, hiking, snorkeling, and boating. He also loves playing soccer, cheering on his son at sporting events, and traveling with his family to explore new destinations.
VP-Colorado
(303) 872-9017
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Brian Cook
Brian Cook is the VP of Iowa and Strategic Partnerships at Inszone Insurance Services, joining the company in November 2024 after the merger with Loft & Co. Brian co-founded Loft & Co in 2007 during his senior year at Coe College, where he earned a degree in psychology with a focus on industrial psychology and English. Over 17 years, he transformed Loft & Co into a thriving network of unified insurance brands, featuring over 30 employees, multiple product lines, and a 38-state reach. His extensive hands-on experience in building and managing a successful agency—from client service to referral program development and mergers and acquisitions—equips him with a wealth of knowledge and skills to bring to the Inszone team.
Brian’s insurance journey shaped his belief in leveraging education, technology, and strong partnerships to redefine the insurance experience. His ability to identify growth opportunities and build lasting relationships makes him a valuable asset to Inszone Insurance. With a passion for innovative solutions, Brian is committed to using his expertise to enhance Inszone’s services and deliver unparalleled support to clients.
In his free time, Brian enjoys spending time with his wife, two daughters, and their corgi pup. Together, they share a love for music, movies, traveling, and visiting family. An avid golfer, Brian embraces the Iowa seasons to spend as much time as possible on the course.
VP, IOWA & STRATEGIC PARTNERSHIPS
(303) 872-9018
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Jared Strong
Jared Strong is the VP of Illinois at Inszone Insurance Services, joining the company in July 2018. Before joining Inszone, he pursued his education and earned a Bachelor’s Degree of Science in Business Administration with an emphasis in Marketing. Jared was drawn to the insurance industry because he saw an opportunity to educate business owners and guide them through the confusing aspects of insurance, with the end goal of ensuring business owners have the coverage they need. Jared understands that no two businesses are the same. He has an exceptional ability to analyze the unique and various needs of individual businesses and tailor a custom insurance solution that fits the perfect balance between budget and coverage needs. Jared takes pride in being more than just an insurance agent for his clients, he sees the relationship as a partnership, and works hard to be as valuable of an asset as possible. Jared strives to never become complacent when it comes to growing and developing his skills and knowledge. He pursued continuing-education courses and earned an official accreditation as an Accredited Advisor in Insurance (AAI).
Jared dedicated 10 years of his life to his athletic career in water polo prior to joining the workforce. He earned a spot to play at the Division-1 level in collegiate sports, giving him the opportunity to showcase his skills at the highest level. Throughout his athletic career, he developed many essential professional and life skills that he uses to this day.
On his time off, Jared enjoys surfing and playing sports.
VP-Illinois
916-738-7709
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Jennifer Turner
Jennifer Turner is the VP of 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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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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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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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 the VP of 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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Cindy Coleman
Cindy Coleman is a Director of Strategic Partnerships 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.
Director of Strategic Partnerships
(512) 421-8152
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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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Rick van Oppen
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
(307) 456-7273
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Brian Bowen
Brian Bowen is a Branch Manager 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.
Branch Manager
(801) 437-9824
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Bryan Kouri
Bryan Kouri is a Branch Manager at Inszone Insurance Services, joining the company in December 2024 after the merger with Kouri Insurance Agency. He graduated in 1990 from the University of South Dakota with a degree in Economics and completed the CPCU program in 1998, earning a professional designation in risk management and property-casualty insurance. Bryan has over 34 years of experience in the insurance industry, having worked for the family-owned Kouri & Associates, Inc. since 1990, where he has served as President since 2000. He has also been a member of the IMT Insurance Company Board of Directors since 2020. Additionally, Bryan has held leadership roles as Past President of the Independent Insurance Agents of SD, The Helpline Center, Sioux Falls Flyers, and Dakota Spirit Cheer Parents.
Bryan is passionate about advocating for his community, particularly youth organizations, and a supporter of Special Olympics of SD, Sioux Falls Lancers SO Delegation, Children’s Miracle Network, Cure Kids Cancer, United Way, and Junior Achievement. With extensive experience in the insurance field, he enjoys solving problems and working closely with clients to find practical solutions that meet their unique needs. His background in leadership and community involvement enhances his ability to provide exceptional service and insights to clients. He has also served on a variety of insurance company committees.
In his free time, Bryan enjoys coaching, mentoring, spending days at the lake, participating in sports, and spending quality time with his family. He is also an active member of Holy Spirit Catholic Church.
Branch Manager
(605) 336-6303
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Cynthia Southerland
Cynthia Southerland is a Branch Manager at Inszone Insurance Services, joining the company in October 2024 after the merger with Southerland & Associates. With over 40 years of experience in the insurance and risk assessment field, Cynthia has dedicated her career to helping individuals and businesses find the best solutions for their financial and insurance needs. She offers a wide range of personal and business insurance services, along with financial consulting strategies. Cynthia earned a Bachelor of Science Degree in Education from Texas Christian University in Fort Worth, Texas. Her educational background enables her to explain the complexities of the insurance and financial industry in terms that her clients can easily understand. Through hands-on experience, she gained a deep understanding of the industry, starting as a customer service representative and assistant to agents. Cynthia later earned her Life Underwriter Training Council Fellow (LUTCF) and Small Group Specialist (SGS) designations, and she continues her education each year to provide the best resources for her clients.
Cynthia’s passion for helping and educating others is a key aspect of her work. In 1983, she founded Southerland & Associates, a full-service independent insurance agency, where she continued to teach and advocate for her clients. She considers herself a teacher at heart, now helping “big kids” with their insurance, risk management, and financial planning needs. Cynthia takes great pride in listening closely to her clients, ensuring that she finds the right solutions for each individual and business. Her vast knowledge and client-first approach make her an invaluable asset to her team and to the clients she serves.
In her free time, Cynthia enjoys spending time in nature, gardening, and traveling. She also finds fulfillment in delivering meals to the elderly, and fostering dogs and cats through Heart of Texas Lab Rescue and P.A.W.S. Additionally, Cynthia is a Founding Member and a past Board Director and Advisory Board member for Texas Women in Business (TWIB), a non-profit organization supporting women in business.
Branch Manager
512-798-8981
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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.
Branch Manager
(361) 223-7041
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Kelli Caldwell
Kelli Caldwell is a Branch Manager at Inszone Insurance Services, joining the company in March 2025 after the merger with Employee Benefits Advantage. Kelli brings 30 years of experience in employee benefits, beginning her career as a Benefits Specialist at a large company. She has worked at some of the largest brokerage houses, including Marsh and Gallagher, and in 2005, Kelli co-founded Employee Benefits Advantage. Over the past 20 years, she has become the sole owner of the company until its recent merger.
Kelli is deeply committed to providing excellent service to her clients, fostering strong relationships and loyalty. Her years of experience on both the employer and brokerage sides of the industry allow her to offer valuable insights and solutions that make her clients’ jobs easier. She finds great satisfaction in being the first point of contact for her clients and ensuring they receive top-notch assistance.
In her free time, Kelli enjoys strength training, hiking, reading, and boating. Besides, she is an avid reader with a particular love for historical fiction. Additionally, Kelli is passionate about giving back to her community. Alzeheimer’s Assocation, walk to end Alzeheimers is a project dear to Kelli’s heart. Her mother currently resides in memory care and is always Kelli’s biggest fan. Kelli is also involved with the Assistance League of Tulsa Operation School Bell program, and in 2025, they helped support Project Hope Worldwide.
Branch Manager
918-458-2500
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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) 322-1692
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Ruth Garza
Ruth Garza is a 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.
Branch Manager
928-662-9706
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Susan Hendricks
Susan Hendricks is a Branch Manager at Inszone Insurance Services, joining the company in March 2025 after the merger with Hart Insurance Agency. She has a bachelor’s degree from the University of Washington and has earned the Certified Insurance Counselor (CIC) designation through the Risk and Insurance Education Alliance, as well as the Associates of Information Technology (AIT) designation from the Insurance Institute of America.
Susan is passionate about supporting her team and clients through her extensive industry knowledge and leadership experience. Her strong educational background and professional designations allow her to guide both clients and staff with confidence and clarity, ensuring top-tier service and insurance solutions.
In her free time, Susan enjoys genealogy, traveling, and participating in community theater.
Branch Manager
(253) 838-1301
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Tina Kiel
Tina Kiel joined Inszone Insurance Services in April 2025 after the merger with Denver West Insurance Brokers. She has been a licensed insurance agent in Colorado since 2003 and holds a BS in Business Administration from California State University, Northridge. Earlier in her career, Tina worked as an Investment Portfolio Accountant for a life insurance company in Sacramento, took a 12-year break and re-entered the workforce and insurance world in 2003, this time as an insurance agent. She holds the CIC (Certified Insurance Counselor) designation, earned in 2011.
Tina is passionate about staying informed on local and world events, business news, and the real estate market, using this knowledge to better serve her clients and provide informed guidance.
Outside of work, Tina enjoys camping, hiking, biking, and spending time outdoors with her family and two dogs.
(303) 960-5290
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Troy Leslie
Troy Leslie is a Branch Manager at Inszone Insurance Services, joining the company in December 2024 after the merger with Texas Classic Insurance Agency. Troy graduated from TCU with a Bachelor of Business Administration and has extensive experience in the insurance industry. He has been a licensed Insurance Agent since 1992 and obtained his Property and Casualty Claims Adjusting license in 2009.
Troy is deeply committed to ensuring that his clients are properly protected and advocate on their behalf at every opportunity. His years of experience and client-focused approach make him an asset to the team, helping to provide outstanding service and care to those he works with.
In his free time, Troy enjoys working on home improvement projects and spending quality time with his wife.
Branch Manager
(817) 279-7200
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Blake Devoy
Blake Devoy is a Senior Commercial Lines Insurance Specialist 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
(660) 383-0000
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Greg Stevens
Greg Stevens is a Branch Manager and Senior Commercial Insurance Specialist 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.
Branch Manager/Senior Commercial Insurance Specialist
210-541-0148
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Jay Winter
Jay Winter is a Branch Manager and Senior Commercial Insurance Specialist 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.
Branch Manager/Senior Commercial Insurance Specialist
(505) 581-4745
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Lory Williams
Lory Williams is a Branch Manager and Senior Commercial Lines Account 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.
Branch Manager/Senior Commercial Lines Account Manager
(916) 938-2654
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Shane Butler
Shane Butler is a Branch Manager and Senior Commercial Insurance Specialist 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!
Branch Manager/Senior Commercial Insurance Specialist
(208) 775-0601
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Shawn Robben
Shawn Robben is a Branch Manager and Senior Commercial Insurance Specialist 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.
Branch Manager/Senior Commercial Insurance Specialist
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.”
Branch Manager/Senior Benefits Insurance Specialist
(805) 237-7117
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Amy Ruhl
Amy Ruhl is a Branch Manager and Senior Personal Insurance Specialist 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.
Branch Manager/Senior Personal Insurance Specialist
(415) 898-4660
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Bea Coghlin
Bea Coghlin is a Branch Manager and Senior Personal Insurance Specialist 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.
Branch Manager/Senior Personal Insurance Specialist
(564) 209-5123
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Roy Sanfilippo
Roy Sanfilippo is a Branch Manager and Senior Personal Lines Insurance Specialist 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.
Branch Manager/Senior Personal Insurance Specialist
(408) 295-1195
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Tricia Chimali
Tricia Chimali is a Branch Manager and Senior Personal Insurance Specialist 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.
Branch Manager/Senior Personal Insurance Specialist
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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Ann-Marie DelMonte
Ann-Marie DelMonte is a Commercial Sales Team Manager 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.
Commercial Sales Team Manager
719-473-3770
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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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Israel Sepulveda
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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Kevin Crystal
Kevin Crystal is a Commercial Sales Team Manager at Inszone Insurance Services, joining the company in September 2024 after the merger with L.A. Bowen Insurance. Kevin’s insurance career began in 1995 in Orem, Utah, becoming a licensed agent shortly thereafter. Since then, he has worked closely with his team, building lasting relationships with clients in both personal and commercial lines.
Kevin’s dedication to his clients is evident in his personalized approach to insurance. He takes pride in helping clients navigate their coverage needs and providing them with peace of mind.
In his free time, Kevin enjoys spending time with his family and making the most of Utah’s scenic beauty. Whether supporting local events or engaging in outdoor activities, Kevin values creating meaningful memories with loved ones.
Commercial Sales Team Manager
(801) 224-7283
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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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Lauren Olson, CIC
Lauren Olson is a Commercial Sales Team 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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Leo Simental
Leo Simental is a Commercial Sales Team Manager at Inszone Insurance Services, joining the company in June 2015. Leo entered the insurance industry in 2011, understanding that expertise was crucial in delivering exceptional service to clients. He worked diligently to master the industry’s concepts and was soon able to offer unique value by providing solutions to even the most complex scenarios. His dedication helped him quickly grow his customer base, and he continues to impress with his knowledge, consistency, and care for each client.
With Inszone since 2015, Leo has earned multiple awards, including the Service MVP in 2021 and the Explosive Impact award in 2022. He has been a key player in personnel development and organic growth within the company. Leo’s deep industry knowledge and commitment to his clients make him the first and only call anyone would need to make when looking to improve their insurance position.
Outside of work, Leo enjoys spending quality time with his beautiful family, golfing, and watching a good sports game.
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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Aly Bowen
Aly Bowen is a Personal Sales Team Manager at Inszone Insurance Services, joining the company in September 2024 after the merger with L.A. Bowen Insurance. With over a decade of experience in property and casualty insurance, Aly specializes in serving high-net-worth clients with tailored insurance solutions. She earned a Bachelor’s degree in Business Management from BYU-Idaho in 2023, complementing her professional experience with a strong academic foundation.
Aly is passionate about transforming the insurance process into a meaningful and client-centric experience. Her creativity and attention to detail ensure that clients receive exceptional service and optimal coverage.
In her free time, Aly enjoys baking, exploring the outdoors, and spending time with her family. She is active in her community, participating in service projects and volunteering for causes like Relay for Life to support cancer patients.
Personal Sales Team Manager
(801) 437-9828
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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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Brennan Kunitz
Brennan Kunitz is a Personal Sales Team Manager at Inszone Insurance Services, joining the company in April 2025. With over six years of experience in personal lines insurance on the carrier side, Brennan has a strong background in both direct sales and sales team leadership. He is licensed in Property & Casualty as well as Life insurance in the state of Arizona and is currently pursuing a degree in Engineering at Chandler-Gilbert Community College.
Brennan is passionate about creating an experience for clients that is rooted in education and trust. He believes that when customers understand their coverage, they can make more confident decisions and feel secure in their protection. His leadership style reflects this same mindset, helping his team prioritize clear communication and client-focused service.
Away from work, Brennan enjoys spending quiet moments at home or exploring nature with his girlfriend and their two dogs on camping trips and hikes. He’s also an avid reader and finds one of his favorite ways to unwind and recharge at the end of the day is by reading or listening to a good book.
Personal Sales Team Manager
(480) 245-4408
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Bret Deason
Bret Deason is a Personal Sales Team Manager at Inszone Insurance Services, joining the company in December 2024 after the merger with Texas Classic Insurance Agency. Bret is a 1991 graduate of Texas A&M University with a B.S. in Animal Science. He spent 22 years in the Animal Health Pharmaceutical field, working in both manufacturing and distribution sectors, before transitioning to a full-time insurance agent in 2014. Bret became a licensed insurance agent in 2007 and joined Texas Classic Insurance Agency as a managing partner in 2014. Additionally, Bret currently serves on the board of directors for The Hood County Children’s Charity, Granbury Optimist Club, and the Granbury Chamber.
Bret prides himself on his strong work ethic, always addressing clients’ concerns and issues head-on to ensure their satisfaction. His extensive background, including his leadership in various community organizations, allows him to bring valuable insights and a customer-first mindset to his role, benefiting both his team and clients.
In their free time, Bret enjoys hunting with bird dogs, deer hunting, and fishing, making the most of his love for the outdoors.
Personal Sales Team Manager
(817) 279-7200
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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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Courtney Ruane
Courtney Ruane is a Personal Sales Team Manager at Inszone Insurance Services, joining the company in August 2023 after the merger with Hawks View Insurance. Growing up in a small Eastern Washington town, her insurance venture began during high school in 1993 at a local agency. Courtney obtained her property and casualty license in 2014, propelling her into the realms of personal and commercial insurance.
With extensive expertise, Courtney effectively communicates policy intricacies to her clients, always eager to share her knowledge. Courtneys dedication to improving the customer experience and her profound understanding of insurance led her to a significant leadership role within the agency.
Cortney is happily married to her husband of 2 decades, with two wonderful kids. After traveling the country due to her husband’s Navy career, they’ve settled down in her native Washington state.
In her time off, Courtney enjoys cooking, reading, and solving puzzles in her kitchen. She also treasures time spent in Eastern Washington with loved ones. Friends and family describe her as loyal, dedicated, and dependable.
Personal Sales Team Manager
(360) 229-5445
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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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Jeff Neuhalfen
Jeffrey Neuhalfen is the Personal Sales Team Manager at Inszone Insurance Services, joining the company in November 2024 after the merger with Loft & Co. With over 20 years of experience in the insurance industry, Jeff has spent the last seven years leading and managing personal lines teams, bringing valuable expertise in both sales and team development to his current role.
Jeff’s dedication to excellence has been recognized with numerous accolades throughout his career, including being named Safeco Producer of the Year in 2019, receiving the Safeco Presidents Award in 2022, and earning the Safeco Award of Excellence in 2022, 2023, and 2024. He has also been a member of Safeco’s National Agents Council since 2018, where he has contributed to shaping industry best practices.
Outside of work, Jeff is passionate about giving back to the community. He actively supports Habitat for Humanity and helps local food banks, dedicating his time to causes that make a tangible impact. In his personal life, Jeff enjoys spending time with his family and engaging in outdoor activities such as RV camping, hiking, fly fishing, and boating. His love for nature and adventure is a constant source of balance and joy.
Personal Sales Team Manager
(303) 217-9145
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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 Sales Team Manager 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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Sheldon Koski
Sheldon Koski is a Personal Sales Team Manager at Inszone Insurance Services, joining the company in December 2024 after the merger with Kouri Insurance Agency. Sheldon holds a Bachelor of Science in Business Administration from the University of South Dakota. He has been with Kouri & Associates, Inc. since 1992, where he gained extensive experience in the industry. Sheldon has also served as Past President and Board Member of the Independent Agents of Sioux Falls Association and was chosen to serve on the Agent Advisory Panel with IMT Insurance Company for three years.
Sheldon’s service style has evolved by focusing on understanding and seeing things from the clients’ perspective. His experience in leadership roles and his deep knowledge of the insurance industry allows him to effectively guide his team and provide exceptional service to clients, ensuring their needs are always met with the highest level of professionalism.
In his spare time, Sheldon enjoys playing tennis and is an avid fan of the sport. He also actively supports the Sanford Health Foundation, and the Sioux Falls Public Schools Education Foundation through volunteering.
Personal Sales Team Manager
(605) 336-6303
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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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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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Lisa Delgado
Lisa Delgado is a Commercial Account Manager Team Lead at Inszone Insurance Services, joining the company in August 2024. She attended Cal State LA and has been P&C licensed since 2008, with a Life & Health license added in 2021. With over 15 years of experience in the insurance industry, Lisa has worked extensively with underrepresented non-profit and social service organizations, serving as their trusted partner and advocate. She also spent 8 years as an Operations Manager, training and developing over 20 new agents in the field of Commercial Insurance. Additionally, she has hosted workshops for Los Angeles Unified School District, Grant Administration Organizations, and Regional Centers to help organizations navigate complex insurance requirements.
Lisa’s passion for advocacy extends beyond non-profits, she believes every business deserves a dedicated partner to help them through challenges. Her Workers Compensation Consultant Certification enables her to assist clients in managing high ex-mods, reducing claims, and strategizing cost-saving solutions. She thrives on problem-solving, using her creativity, experience, and commitment to deliver the best possible outcomes for her clients.
In her free time, Lisa enjoys playing and coaching roller derby, a sport that brings joy and energy to her life. She also loves staying active, exploring the outdoors with her little one, and unwinding with a good book and a cup of coffee.
Commercial Account Manager Team Lead
(951) 239-4497
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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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Simrat Sethi, QCLS, QPLS, QPIS
Simrat Sethi is a Commercial Account Manager Team Lead at Inszone Insurance Services, joining Inszone in May 2023. He holds an associate degree in business administration from Riverside Community College, has also acquired a Data Analyst Certificate from Google, and just obtained an IBM Cybersecurity certificate. With his background in customer service, management, and project management, Simrat brings a well-rounded set of skills to his role. Although he is new to the insurance industry, his approachable demeanor, strong work ethic, understanding nature, and willingness to go above and beyond to assist others make him well-equipped to provide exceptional customer service to his clients.
In his free time, he enjoys working on his car and going to the track. Simrat also enjoys working out, going to the shooting range, playing soccer, and trying different foods.
Commercial Account Manager Team Lead
(714) 619-5630
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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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Danielle Green
Danielle Green is a Benefits Team Lead 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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Randy Hunt
Randy Hunt is a Benefits Team Lead at Inszone Insurance Services, joining in March 2025. He holds a B.S. in Business Administration in Marketing from CSU Northridge and has earned the FLMI and ACS designations from LOMA. With over a decade of experience in employee benefits, Randy previously managed groups from 2 to 2,000 employees at Barkley, an Alera Insurance Agency. His background also includes senior roles with a start-up carrier, recognized by Fast Company Magazine as one of the “World’s 50 Most Innovative Companies,” and with a major carrier supporting national clients, including the City of Los Angeles, Northrop Grumman, Albertsons, and Stanford University, each with 10,000 or more employees.
Randy is passionate about delivering exceptional service and strategic benefits solutions to employer groups of all sizes. His depth of knowledge and wide-ranging experience enable him to navigate complex benefits needs and bring added value to both his team and clients. He also remains actively involved in the insurance industry through his leadership in the Ventura County chapter of CAHIP (California Agents and Health Insurance Professionals), where he has served as Treasurer.
Outside of work, Randy enjoys spending time with his wife, two boys, and their dog. He loves hiking, exploring nature, visiting museums, reading inspirational books, and watching UCLA Bruins games. A hot rod enthusiast, he also attends car shows. Randy supports the Samaritan Center in Simi Valley, CA, and has volunteered as a reading tutor at the local library.
Benefits Team Lead
(805) 386-7469
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Shane Canter
Shane Canter is a Benefits Team Lead 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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Angela Chen
Angela Chen is a Senior Personal Lines 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.
Senior Personal Insurance Specialist
(713) 260-8899
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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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Alfredo Enriquez
Alfredo Enriquez is a Senior Commercial Lines 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.
Senior Commercial Insurance Specialist
323-923-3457
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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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Bryan Funes
Bryan Funes is a Senior Commercial Lines 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.
Senior Commercial Insurance Specialist
916-394-8172
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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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Cesar Naranjo
Cesar Naranjo is a Senior Commercial Lines 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.
Senior Commercial Insurance Specialist
(562) 573-2448
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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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Eduardo Hernandez
Eduardo Hernandez is a Senior Commercial Lines 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.
Senior Commercial Insurance Specialist
(562) 573-2450
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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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Jacqueline Olivares, CCIP, WCIP
Jacqueline Olivares is a Senior Commercial Lines 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.
Senior Commercial Insurance Specialist
916-379-8612
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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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Jaqueline Giaccardi
Jaqueline Giaccardi is a Senior Commercial Lines Insurance Specialist at Inszone Insurance Services, joining the company in April 2025. She began her insurance in 2022 and specializes in commercial buildings, including apartments and Lessor’s Risk. Prior to insurance, Jaqueline spent 15 years in estate management and worked as a Butler at Walt Disney’s 21 Royal Street apartment in Disneyland Park. She holds a bachelor’s degree in behavioral sciences with a minor in Interior Design from California State University, Northridge (CSUN).
Jaqueline is passionate about delivering outstanding customer service by always prioritizing her clients’ needs and striving to achieve the best outcome in every situation. Her background in estate management and hospitality has given her a strong foundation in client relations, which she brings to every interaction at Inszone.
In her free time, Jaqueline enjoys long walks, hiking, beach strolls, baking, cooking, and helping friends decorate their homes and set up for parties. She is also actively involved in the Conscious Planet movement to Save Soil, supporting global efforts to promote soil health.
Senior Commercial Insurance Specialist
(805) 702-1081
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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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Jay Roten
Jay Roten is a Senior Commercial Line Specialist at Inszone Insurance Services, joining the company in December 2024 after the merger with Roten & Company Inc. Jay holds a BBA from Texas A&M University. After gaining experience in several industries, including Owen Healthcare, Deloitte & Touche, and AT&T, he joined the family agency in 2007 and served as owner/operator for the last 17 years.
They are also passionate about fostering dogs through SNIPSA. Additionally, his years of experience have honed his ability in understanding client needs and offering customized insurance solutions that align with each individual or business’s goals.
In his free time, Jay enjoys going to the gym, spending time at their Lakehouse, and traveling with his wife Wendy, and their three children Rylan, Parker, and Blakely.
Senior Commercial Insurance Specialist
(210) 402-2918
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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 Insurance Specialist
323-587-4960
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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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Joan Burkett
Joan Burkett is a Senior Commercial Lines Insurance Specialist at Inszone Insurance Services, joining the company in November 2024 after the merger with Loft & Co. Joan’s insurance career spans over four decades, beginning in 1983 when she founded Insurance Town & Country, which she owned until 2024. During her career, she earned her Certified Insurance Counselor (CIC) designation in 1989, showcasing her dedication to professional growth and expertise in commercial lines. Joan’s vast experience in running her own agency has given her a comprehensive understanding of the industry, which she brings to her role at Inszone.
Joan is deeply passionate about giving back to communities, both locally and internationally. Since 2002, she has worked extensively in Haiti, where she has been involved in various projects, including microloans, the establishment of a vocational school, village savings and loans, and supporting 50 churches, 50 schools, and two orphanages. Her work in Haiti also contributed to a tilapia project, which has helped provide much-needed protein for local diets. Joan’s commitment to improving lives through meaningful work is a driving force in her career.
In her free time, Joan enjoys reading, gardening, and walking.
Senior Commercial Lines Insurance Specialist
(303) 388-7216
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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) 888-8846
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John Thomas
John R. Thomas is a Senior Commercial Insurance Specialist at Inszone Insurance Services, joining the company in November 2024 after the merger with Loft & Co. With 25 years of experience in personal and commercial lines insurance, John’s career began in Life & Health before transitioning to Property & Casualty. Over the course of two decades, he owned and founded several agencies, specializing in Commercial Insurance for industries including Construction, Restaurant and Hospitality, Technology, Distribution, and Manufacturing. John holds a Bachelor’s degree in Economics from the University of Colorado-Boulder.
John is passionate about delivering exceptional client service by deeply understanding their needs and fostering long-term loyalty through great experiences. He has dedicated his career to learning all aspects of the insurance industry and sharing his knowledge with the employees he has managed, emphasizing a philosophy of client-centered service.
In his free time, John enjoys traveling to watch his older children compete in college sports and coaching his youngest child’s basketball team. He also loves fishing with his son, whether at home or on their travels, and spending time at the beach with his family, despite living far from the coast. John and his wife are active volunteers at their daughter’s school and their church.
Senior Commercial Lines Insurance Specialist
(303) 952-2612
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JonPaul Evans
JonPaul Evans is a Senior Commercial Lines Insurance Specialist at Inszone Insurance Services, joining the company in November 2023 after the merger with Truman Van Dyke Entertainment Insurance. With a degree in finance from California State University, Fullerton, JonPaul has over 15 years of experience in the insurance industry, specializing in coverage solutions for clients in the entertainment sector. His diverse background includes roles in retail, banking, financial planning, and various entertainment-related positions, providing him with a well-rounded understanding of business dynamics and risk management.
JonPaul’s extensive experience in both the financial and entertainment industries allow him to offer tailored insurance solutions that meet the unique needs of his clients. His deep understanding of risk management and business operations enhances his ability to provide comprehensive support to clients in the entertainment sector, ensuring they have the coverage they need to succeed.
When he’s not working, JonPaul enjoys spending weekends with his three active boys, participating in their sports and team activities. He also holds a Part 107 drone license, and flies drones commercially as a hobby. He loves cheering on his kids and loves firing up the smoker for a day of BBQ, making memories over smoked meats and good company.
Senior Commercial Insurance Specialist
323-883-0012
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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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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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Lisa Garner
Lisa Garner 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 Agency. Lisa has been in the insurance industry since 2003, with a strong focus on commercial lines. Many of her clients have been with her from the beginning, allowing her to witness and celebrate their business growth over the years.
Lisa enjoys working on the commercial side of insurance and is passionate about supporting her clients’ success. She takes pride in building long-term relationships and cheering on the growth of the businesses she serves. Her extensive experience in the industry allows her to provide tailored solutions that meet the evolving needs of her clients.
In her off-hours, Lisa enjoys any event that includes her family, children, and grandchildren. She loves spending time outdoors in the sunshine, walking the trails with her husband and their golden retriever.
Senior Commercial Insurance Specialist
801-437-9838
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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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Mike Munson
Mike Munson is a Senior Commercial Lines Insurance Specialist at Inszone Insurance Services, joining the company in March 2025 after the merger with Munson Insurance Agency. He graduated from Kansas State University in 1994 with degrees in Finance and Management. Mike began working full-time at the agency in the fall of 1994 and became the sole owner in 2008. With over 30 years of experience in the industry, he also served on the board of trustees for the Kansas Association of School Board Work Comp Pool for 10 years until retiring from the local school board in 2023. Additionally, he has dedicated 12 years to the USD470 school board as vice president and has been on the Cowley College Foundation board for 15 years, serving as Chairman for 8 years.
Mike is passionate about providing expert insurance solutions and leveraging his extensive experience to support his clients and team. His leadership in the industry, combined with his deep understanding of commercial insurance, allows him to deliver tailored coverage that meets the unique needs of businesses and organizations.
In his spare time, Mike enjoys flying and holds an Airline Transport Pilot Certificate, along with Flight Instructor Single and Multi-Engine and Instrument Instructor certifications. They also have an airstrip (3KS2) and hangar at their home, where they occasionally host friends who fly in. Hence, he and his wife are actively involved in local charities, including Habitat for Humanity, the local arts council, and youth art and sports programs.
Senior Commercial Insurance Specialist
(620) 442-7800
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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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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
(532) 255-2142
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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) 432-0600
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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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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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Tyler Console
Tyler Console is a Senior Commercial Lines 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.
Senior Commercial Insurance Specialist
(562) 372-8809
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Tyler Strange
Tyler Strange is a Senior Commercial Lines 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
Senior Commercial Insurance Specialist
760-433-9583
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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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Weston Corbett, QPIS
Weston Corbett is a Senior Commercial Lines Insurance Specialist 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.
Senior Commercial Insurance Specialist
(805) 496-3134
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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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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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Alex Romero Perez
Alex Romero-Perez is a Commercial Insurance Specialist at Inszone Insurance Services, joining the company in October 2024 after the merger with Get Benefits Insurance Services, Inc. Alex began his insurance career at State Farm, where he gained three years of experience specializing in personal lines and life insurance. A graduate of Oxnard High School, Alex also attended Ventura College, furthering his education.
Alex is dedicated to helping individuals and families protect what matters most. Drawing on his experience in personal lines and life insurance, he takes pride in providing tailored benefits solutions to meet his clients’ unique needs.
In his free time, Alex enjoys spending time with his family and friends, engaging in combat sports, and participating in bible studies. He loves playing football with his son, working out, and dreams of one day coaching a basketball team, a passion sparked during his time as a high school athlete.
Commercial Insurance Specialist
805-273-7117
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Autumn Hufault
Autumn Hufault is a Commercial Lines Insurance Specialist at Inszone Insurance Services, joining the company in February 2025. Autumn has been in the insurance industry since 2017, starting in personal lines before transitioning into commercial business insurance. She holds professional designations as a Commercial Lines Coverage Specialist (CLCS) and Management Liability Specialist (MLIS).
Autumn is passionate about helping business owners and C-suite executives reduce risk and develop tailored insurance programs that support business growth in an evolving economy. Her experience and expertise allow her to collaborate with clients to position their businesses for success.
When she’s not working, Autumn enjoys hiking, running, reading, and cherishing quality moments with her family and friends. She has also dedicated the past 20 years to volunteering with various non-profit organizations and currently serves on two non-profit boards in Tucson, AZ.
Commercial Insurance Specialist
520-677-1570
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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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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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Carrick James
Carrick James is a Commercial Lines Insurance Specialist at Inszone Insurance Services, joining the company in March 2025 after the merger with Davidson Insurance Agency. Carrick previously worked as a Broker with Davidson Insurance for 7 years. He attended Greenwood Laboratory School and Evangel University. Before working in insurance, he was an Account Executive at the Springfield Business Journal and a Marketing Specialist at Midwest Family Broadcasting.
Carrick is passionate about helping his clients navigate the complexities of commercial insurance. His background in account management and marketing allows him to effectively support his clients and provide tailored solutions.
In his free time, Carrick enjoys spending time on the court as a High School basketball official, giving back to the game and athletes. He also enjoys traveling with his wife, Melissa, trying different foods, meeting unique people, and spending time outdoors golfing or fishing.
Commercial Insurance Specialist
417-372-8994
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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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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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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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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 Senior Commercial Lines 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.
Senior 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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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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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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Melinda Bonahoom
Melinda Bonahoom is a Commercial Lines Insurance Specialist at Inszone Insurance Services, joining the company in March 2025. She brings a diverse background in credit analysis, managing risks, and security, with a strong commitment to helping businesses grow, thrive, and maintain long-term success. Her career began at Dun & Bradstreet, where she spent five years assisting companies in building strong credit reports, mitigating risks, and fostering trustworthy partnerships. She then transitioned to ADT Security, excelling as a district manager and earning numerous accolades for top sales, leadership, and exceptional customer service.
Melinda’s expertise allows her to provide tailored insurance solutions that align with each client’s unique needs. Her dedication to protecting businesses and helping them succeed makes her a trusted and invaluable partner in the commercial insurance industry. She takes pride in offering comprehensive risk management strategies that empower businesses to make informed decisions with confidence.
In her free time, Melinda enjoys exploring the world through travel, embracing the thrill of skiing, and expressing herself through dance.
Commercial Lines Insurance Specialist
480-602-8302
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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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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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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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Anna Barladean
Anna Barladean is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in February 2023. Anna is also a recent graduate of the Inszone University Program in 2023. Three years prior, after completing high school, she attended Kingdom Domain College for nine months. During her time there, Anna was immersed in an exceptional and like-minded community, where she gained a deeper understanding of her purpose. Additionally, she had the opportunity to embark on a missionary trip to Tijuana, Mexico, to serve the local community. Anna’s leadership skills and effective communication abilities were honed through her experience working at a dental office and serving in the Usher’s department at her local church. Adding value and serving others is a big part of her life, and she is eager to make a positive impact in the insurance field by providing quality service and sufficient coverage for her clients.
In her free time, she enjoys serving at her local church, exploring new viewpoints, and driving around while listening to her favorite music.
Renewal Specialist
(916) 394-8174
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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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Pamela Fuller
Pamela Fuller is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in December 2024 after the merger with Texas Classic Insurance Agency. Pam owned her own Glass Company. She started her career in the insurance industry business in 1993 on the front steps of an old house in Acton, where she was taught to rate the old-fashioned way. Pam obtained her Managing General Agents license and Surplus Lines license in 2005 when it became mandatory for all underwriters to be licensed. With over 24 years of experience as an underwriter, Pam transitioned to Texas Classic Insurance as a commercial agent. She obtained her P&C license in 2017 and worked for over 7 years at Texas Classic Insurance before becoming a Senior Commercial Lines Account Manager with Inszone Insurance.
Pam provides her clients with the best possible insurance at the best premium. Her extensive experience in underwriting and commercial insurance enables her to guide clients through complex insurance decisions with ease. Pam’s vast knowledge of the industry and commitment to her clients ensure they receive tailored, cost-effective solutions that protect their businesses.
In her free time, Pam enjoys volunteering for the Granbury Police Department as a COP (Citizen on Patrol), helping to facilitate the singles group at Triple Cross Cowboy Church, and serving as a board member for the North Texas Regional SWAT Support Group. Pam also loves to read, spend time with her grandchildren, and her furbabies.
Senior Commercial Account Manager
(817) 279-7200
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Andy Jordan
Andy Jordan is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2025. Andy is a graduate of Lake Highlands High School. Prior to joining Inszone, he worked as the Logistics Manager for a start-up company called Modtub. His experience there offered valuable insights into the dynamics of small and growing businesses, giving him a unique perspective that enhances his ability to serve his clients effectively.
Andy is deeply passionate about helping others and is fortunate to hold a position at Inszone, where he can assist clients in finding the right insurance to protect what matters most to them. With a solid background in the business world and a commitment to exceptional customer service, Andy is able to provide personalized solutions that perfectly align with his clients’ unique needs.
During his leisure time, Andy enjoys spending time with his family and fiancé, playing guitar, cooking, and watching football.
Commercial Account Manager
214-425-2575
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Grakiyah Holder
Grakiyah Holder is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2025. Grakiyah has eight years of experience in Life and Health Insurance and is currently studying for her Bachelor of Science in Nursing (BSN). In 2021, she was recognized for her outstanding performance, receiving the Top Sales award during the Annual Enrollment Period (AEP) for health insurance.
With her extensive background in Life and Health Insurance, Grakiyah brings a wealth of knowledge to her current role in commercial insurance. Her experience allows her to provide exceptional service to clients, helping them navigate complex insurance needs. Grakiyah is passionate about using her expertise to support businesses and individuals in securing the right coverage and mitigating risks.
When she’s free, Grakiyah enjoys painting, pottery, and spending quality time with her family. She is also dedicated to giving back to her community, supporting causes such as the Boys and Girls Club and Breast Cancer Awareness.
Commercial Account Manager
214-425-2645
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Isaac Machuca, QPLS, QPIS, QCLS
Isaac Machuca is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in August 2024. Isaac is currently attending California State University, Fullerton, working toward his bachelor’s degree in psychology. Though new to the insurance business, he enjoys learning and mastering new skills while making a positive impact in the community by helping others.
Isaac’s strengths of being hard-working, understanding, and patient help him provide a great customer experience. He is committed to making a difference for his clients and team, always eager to grow and expand his knowledge in the insurance field.
During his spare time, Isaac enjoys partaking in sports, whether playing or watching, particularly soccer and football. He also enjoys watching movies and exploring random informational YouTube videos.
Commercial Account Manager
562-262-6013
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Lauren Hemphill
Lauren Hemphill is a Commercial Lines Account Manager 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.
Commercial Account Manager
(505) 479-5155
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Mary Newman
Mary Newman is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in March 2025 after the merger with Davidson Insurance Agency. She has 38 years of experience in the insurance industry, with more than 10 years focusing on commercial insurance. Mary graduated from Liberty High School in Mountain View, Missouri, and has completed many industry-specific training courses. Additionally, she holds the CISR and CIC designations.
Mary’s extensive experience in commercial insurance allows her to provide expert guidance and support to her clients. Her in-depth knowledge of the industry and her commitment to service make her a trusted partner for businesses seeking insurance solutions.
In her free time, Mary enjoys outdoor activities such as power sports, SXS, and kayaking around the Ozark Mountains. She also enjoys attending multiple athletic events, including soccer, basketball, football, and volleyball, with her 9 grandchildren.
Commercial Account Manager
417-372-8997
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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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Isidro Galindo
Isidro Galindo is a Senior Commercial Lines Insurance Specialis 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.
Senior Commercial Insurance Specialist
(714) 619-5627
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Steven Rivera, QCLS
Steven Rivera is a Senior Commercial Lines 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.
Senior Commercial Insurance Specialist
(909) 718-8156
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Commercial Account Managers
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Laura Emanuel
Laura Emanuel is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in April 2024. With 12 years of experience in the insurance industry, Laura has held various roles, including Customer Service, Sales, Office Management, and as an Agent. She obtained her Property & Casualty and Life & Health licenses in 2013, allowing her to provide comprehensive insurance solutions to her clients.
Laura is passionate about helping clients safeguard their futures by ensuring they have a clear understanding of their coverage. She is known for her dedication to providing prompt, friendly, and exceptional service, always striving to build strong relationships with her clients and support their insurance needs with confidence and expertise.
In her free time, Laura enjoys spending quality time with her husband, family, friends, and her two beloved pitbulls. She has a strong passion for volleyball, having played for 15 years, including at the collegiate level, and has been a head coach for a travel club for the past 10 years. She also enjoys attending concerts, traveling, painting, cooking, and spending time at the beach.
Commercial Account Manager
(602) 362-0216
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Tiffany Ruffoni
Tiffany Ruffoni is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in June 2023. Prior to her role at Inszone, she worked as a Credit Analyst Assistant for a small community bank. Although Tiffany is new to the insurance industry, her passion for building new work and client relationships drives her to provide exceptional service to her clients. She takes great pride in her strong work ethic and excellent customer service skills.
In her time off, Tiffany finds joy in spending quality time with her grandson. She cherishes the moments they share together. Additionally, she has a fondness for camping and riding dirt bikes, which allows her to unwind and enjoy the outdoors.
Commercial Lines Account Manager
(847) 230-3270
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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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Kimberley Gwinn
Kimberley Gwinn is a Senior Commercial Lines Insurance Specialist 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 Insurance Specialist
(360) 340-9990
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Aaron Lyon
Aaron Lyon is a Commercial Lines Insurance Specialist 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 Insurance Specialist
(559) 224-7132
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Ishmael Figueroa
Ishmael Figueroa is an Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in August 2023. He obtained his bachelor’s degree in business economics from California State University, Long Beach. Ishmael brings a diverse set of skills to the table.
With prior experience in security at Target and the food industry, he has honed exceptional customer relations skills and gained hands-on experience in business metrics. Ishmael’s journey into finance is marked by a passion for understanding the economic landscape.
In his time off, Ishmael cherishes spending quality time with his family and loved ones. He also enjoys hitting the canyons on his motorcycle and working out at the gym.
Commercial Lines Insurance Specialist
(562) 372-8867
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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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Brenda Hasdintra
Brenda Hasdintra is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in November 2024 after the merger with Loft & Co. Originally from South Africa, Brenda has spent most of her life in Iowa, where she earned triple degrees in German, Portuguese, and Sociology, along with a minor in Economics and a Certificate in International Business from the University of Iowa. Her insurance career began in 1998, evolving from personal lines into commercial lines, where she has served a diverse range of clients, including church organizations, senior living communities, contractors, and restaurants. Brenda also ran her own successful Farmers Insurance Agency, earning the Topper Club award in her first year, before returning to the independent agency model to focus on collaborative team efforts and serving a broader range of clients.
Brenda’s extensive background, coupled with her Certified Insurance Service Representative (CISR) and Certified Insurance Counselor (CIC) designations, makes her an asset to Inszone’s commercial lines department. Her expertise in tailoring solutions for clients, her passion for building strong relationships, and her dedication to professional excellence help deliver superior service and support to her clients.
In her free time, Brenda enjoys traveling with her husband, having visited 13 countries across four continents. She also appreciates exploring the unique sights and experiences the United States has to offer.
Senior Commercial Lines Account Manager
(303) 952-2611
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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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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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Corey Elsasser
Corey Elsasser is a Senior Commercial Lines Account Manager at Inszone Insurance Services. He holds a Bachelor of Arts degree in Communications from Cal State University, Fullerton. Corey joined the Inszone team in 2019 after being drawn to the insurance industry as a result of his extensive experience in customer service.
He uses his Communications degree on a daily basis to develop strong working relationships with those in need of personal insurance. His extensive background in organized sports has created an incredibly strong work ethic, which allows him to deliver the highest level of customer service.
In his time off, Corey enjoys snowboarding, the beach, and spending time with family.
Senior Commercial Lines Account Manager
916-842-3016
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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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Debra Diset
Debra Diset is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in April 2025. She holds a degree from the University of Delaware and began her insurance career as a medical malpractice underwriter with Princeton Insurance. Debra later worked in healthcare Directors and Officers arena underwriting in California before relocating to Las Vegas in 2021.
Debra is passionate about providing tailored insurance solutions and building lasting client relationships. Her underwriting background and industry knowledge allow her to deliver expert guidance and personalized service.
During her free time, Debra enjoys photography, reading, and spending time with her rescue dog, Tony.
Senior Commercial Account Manager
(702) 560-8889
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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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Jennifer Quinn, CISR
Jennifer Quinn is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in November 2024 after the merger with Loft & Co. With over 15 years of experience in the insurance industry, Jennifer brings a wealth of expertise and a strong dedication to service. She started her career in personal lines and transitioned to commercial lines four years ago, where she has excelled in managing complex accounts and providing valuable support to her clients.
Jennifer earned her Associates Degree in Liberal Arts from Rose State College in Midwest City, OK, in 2015, and later earned her Certified Insurance Service Representative (CISR) designation in 2023. She is currently working toward the prestigious CISR Elite designation, having completed 7 of the 9 required courses, further demonstrating her commitment to professional growth and excellence.
Outside of her professional career, Jennifer is passionate about outdoor activities such as hiking, fishing, and road trips. She enjoys spending quality time with friends and family and has a love for reading. Although she has not yet participated in charity work, she is eager to get involved with causes close to her heart, particularly the Humane Society.
Senior Commercial Lines Account Manager
(405) 768-2616
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Jessica Orozco
Jessica Orozco is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2025. Jessica has been in the insurance industry since 2009, starting her career with Cost U Less Insurance. Over the years, she has gained extensive experience in commercial lines and developed a strong understanding of the unique needs of her clients.
Jessica is passionate about providing top-notch service to her clients by offering tailored insurance solutions and building lasting relationships. Her experience in the industry enables her to effectively manage complex commercial accounts and ensure that her clients receive the coverage and support they need.
In her free time, Jessica enjoys gardening and spending time at the beach. She is also actively involved in her community, assisting with wrestling clubs in Sanger and Fresno, where she helps support local youth athletes.
Senior Commercial Account Manager
559-372-3323
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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
(307) 456-7278
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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) 432-0600
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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
(726) 200-2114
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Kristine Sandeffer
Kristine Sandeffer is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in April 2022. She brings two decades of experience in the commercial insurance industry, where she has built a strong reputation for her knowledge, reliability, and commitment to client service. Over the years, Kristine has developed a deep understanding of commercial insurance needs, helping businesses of all sizes protect their assets and operate with confidence.
She is passionate about building meaningful relationships with her clients, treating each one like family. Kristine takes pride in providing personalized care and guiding clients through the often-complex world of insurance. Her approachable demeanor and attentive listening skills ensure that every client feels understood, supported, and secure in their coverage.
When off the clock, Kristine enjoys spending time with family and friends, painting, kayaking, swimming, and embracing the outdoors whenever possible.
Senior Commercial Account Manager
(847) 719-7840
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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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Lori Paul
Lori Paul is a Senior Commercial Lines Account Manager 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 Account Manager
(541) 747-8388
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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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Lupe Ibarra
Lupe Ibarra is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in April 2025. She began her insurance career in 1998, focusing on non-standard auto coverage before transitioning into commercial lines in 2000. Lupe holds an AA in Liberal Studies from Merced Junior College and is licensed in multiple states. She earned her CISR Elite designation in 2017, highlighting her dedication to professional development and client service.
Lupe is passionate about supporting her clients through her extensive experience and deep understanding of the commercial insurance space. Her long-standing career and strong industry knowledge allow her to provide valuable insights and dependable service to her team and clients alike.
In her free time, Lupe enjoys boondocking with her horse and favorite dog, trail riding, and participating in local competitions. She is also a court-appointed advocate for Merced County CASA, supporting foster youth, and a dedicated member of the Gateway Quilters Guild, where she contributes handmade items to benefit local veterans, foster youth, the homeless, and the elderly through the Quilters Embrace project.
Senior Commercial Account Manager
(916) 503-6360
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Melisa Ader
Melisa Ader is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in January 2025. She has been in the commercial insurance industry for the past 10 years, starting her career as a Customer Service Representative before obtaining her license. Melisa has since focused on a variety of industries, including transportation, contractors, retail, manufacturing, and real estate. She is highly experienced in workers’ compensation and property insurance, and has developed strong expertise working with wholesalers.
Melisa is passionate about helping clients find the right coverage for their unique business needs. Her deep understanding of commercial insurance and industry-specific risks allows her to provide informed guidance and reliable support for both her clients and colleagues.
In her free time, Melisa enjoys anything outdoors with her two little ones, from going to the zoo and parks to relaxing at the beach or taking family vacations.
Senior Commercial Account Manager
(805) 518-1079
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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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Mike Pogosian
Mike Pogosian is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in January 2025. He has worked in the insurance industry since 1997 and holds a bachelor’s degree in business from Fresno State University.
With decades of industry experience, Mike is committed to delivering tailored insurance solutions and building strong client relationships. His deep knowledge and professional approach make him a valuable resource for both clients and colleagues.
Off the clock, Mike enjoys trips to the coast, watching Lakers games, and drawing when possible.
Senior Commercial Account Manager
(559) 606-0115
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Nicole Hofhine
Nicole Hofhine is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in March 2025. She has 4.5 years of experience in the insurance industry, having started her career specializing in Commercial Auto Insurance before transitioning to Commercial Property and Business Owners Insurance. With over a decade in customer-facing roles, Nicole has developed a strong foundation in client service and relationship-building.
Nicole is passionate about creating long-lasting relationships with her clients. She believes exceptional service begins with truly listening and going the extra mile to ensure each client feels valued and well taken care of. Her dedication to customer satisfaction and her deep knowledge of commercial insurance makes her a valuable asset to both her team and her clients.
Outside of work, Nicole enjoys spending time with family and friends. She loves to travel, explore new restaurants, and go wine tasting.
Senior Commercial Account Manager
(805) 373-0783
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Nicole Maxey
Nicole Maxey is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in November 2024 after the merger with Loft & Co. With over two decades of experience in the insurance industry, Nicole’s career began in 1999 as a Greeter. Over the years, she steadily advanced her expertise, developing a deep understanding of commercial insurance and building strong client relationships. Her wealth of industry knowledge and commitment to exceptional service make her a valuable asset to the Inszone team.
Nicole’s dedication to her work is matched by her passion for connecting with clients and helping them find tailored insurance solutions. Her professional journey reflects a strong commitment to growth and making a positive impact on the lives of those she serves.
In her free time, Nicole enjoys cooking and baking, often sharing her culinary creations with family and friends. She is also deeply involved in her church ministry, focusing on prison and street outreach, where she makes a meaningful difference in her community. Nicole’s blend of professional dedication, creative passion, and a heart for service highlights her well-rounded approach to life and work.
Senior Commercial Lines Account Manager
(303) 841-6336
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Nicoya Nicoletti-Vernon
Nicoya Nicoletti-Vernon is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in April 2025. She has three years of experience in the commercial insurance industry, previously serving as a Senior Account Representative. Nicoya holds a Bachelor of Science in Criminal Justice and a Master of Public Administration, which have helped shape her analytical and service-oriented approach. She specializes in providing insurance solutions for non-profits and healthcare organizations, offering insight and expertise in these unique sectors.
Nicoya is passionate about making a difference through her work by supporting organizations that serve their communities. Her experience allows her to anticipate client needs, provide tailored coverage options, and build long-lasting relationships grounded in trust and understanding. She is dedicated to ensuring her clients feel protected and empowered in navigating their insurance needs.
In her spare time, Nicoya enjoys gardening, cooking, and going on family adventures with her husband and son. She is also deeply passionate about women’s rights, and animal rights and actively supports causes that promote equality and compassion.
Senior Commercial Account Manager
(916) 503-6270
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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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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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Rebekah Van Maanen
Rebekah Van Maanen is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2025. She has been licensed in property and casualty insurance since 1997. With over 30 years of experience in the industry, Rebekah has worked extensively as a commercial account manager, including six years as a commercial underwriter. In 1998, she earned the “ACSR” designation from the Association of Risk Management, further solidifying her expertise in risk assessment and client support.
Rebekah is dedicated to delivering tailored insurance solutions that help businesses protect their assets and operate with confidence. Her extensive underwriting background allows her to analyze complex risks and provide clients with well-informed strategies to safeguard their businesses. She takes pride in building strong relationships and ensuring her clients receive the highest level of service and support.
In her free time, Rebekah enjoys expressing her creativity as an abstract and surrealist painter. She often works on commissioned pieces that reflect social issues, using her art as a platform to spark conversation and inspire change.
Senior Commercial Account Manager
(562) 319-2747
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Rhonda Morgan
Rhonda Morgan is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining the company in January 2025. With over 30 years of experience in the insurance industry, Rhonda holds the designations of CISR and CCIP. Throughout her career, she has gained extensive knowledge and expertise in the commercial insurance sector, providing her clients with tailored solutions to meet their unique needs.
Rhonda is passionate about giving back to the community, including feeding the homeless with her children by packing lunches and passing them out on weekends in Long Beach and surrounding areas. She also dedicates time to mentoring young teenage girls, helping them navigate life’s challenges. Rhonda’s deep industry experience and commitment to helping others make her an invaluable asset to her team and clients.
In her spare time, Rhonda enjoys skating, relaxing at the beach while reading a suspenseful book, and exploring her newfound passion for coloring abstract designs.
Senior Commercial Account Manager
562-625-8541
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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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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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Sandy Crespin
Sandy Crespin is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Lamb, Little & Co. Sandy was born and raised in New Mexico and graduated from New Mexico State University. In 1977 she moved to a small town in Arizona where she started her insurance career in personal lines and moved on to commercial lines specializing in non-profit organizations and school districts. Through multiple expansions and acquisitions, she was soon managing multiple offices in the Southern Arizona territory. Sandy loved the beautiful warm and sunny Southwest but in 2014 she decided to move to the Chicago area to be closer to her kids and grandkids. And while Sandy is not a fan of the winters, she enjoys all the other aspects of the region and now she is happy to call Chicago her home.
And, because her clients are her business, and it’s critical that she takes care of her clients’ needs, after relocating, Sandy continued working in commercial lines and is currently licensed in Wisconsin and Illinois. She takes pride in building strong relationships with her clients and works hard to exceed their needs and expectations.
When Sandy leaves the office, she enjoys crafting, game nights, family time, and spending time outdoors. She also loves movie nights, sleepovers, and playdates with her grandkids.
Commercial Lines Account Manager
847-719-7877
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Sara Speck
Sara Speck is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Desert Mountain Insurance Services, Inc. Sara brings with her almost three decades of working experience in the insurance industry with a focus on underwriting, human resources, statutory compliance, internal auditing, insurance fraud tracking, accounting, new hire training and operations. Sara has always considered her clients’ satisfaction critical and continues to maintain excellent customer service. With her experience in the insurance industry, you can’t be in better hands than with Sara.
On her off time, Sara enjoys cooking and baking – anything from homemade pasta to wedding cakes. She also loves to travel and visits Hawaii and other tropical locations every year.
Commercial Lines Account Manager
480-348-2200
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Sharon Caruso
Sharon Caruso is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Lamb, Little & Co. Sharon has over three decades of experience in administration and management of insurance plans. Through her years in the industry, Sharon has developed strong multi-tasking, organizational and problem-solving skills which enable her to provide exemplary service to her clients.
Away from the office, she enjoys spending time with family and friends, live music festivals and travel … especially to places with palm trees.
Commercial Lines Account Manager
847-230-3368
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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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Sohaib Khan
Sohaib Khan is a Commercial Lines Account Manager at Inszone Insurance Services. He started his insurance career in 2016 working at a family friend’s agency. He quickly developed a robust skill set and also a passion for service. He knows the value that an established relationship brings to his clients and prides himself on making that a top priority. Sohaib will be proactive, taking the initiative to discover potential problems and provide a wide range of solutions for his customers.
Previously working at ISU Global Business Insurance Agency, who merged with Inszone in March 2020, he brings over his expertise to the Inszone team when he joined in October 2020.
On his time off, Sohaib enjoys spending time with friends and family, playing video games and is working toward his Bachelor’s Degree.
Commercial Lines Account Manager
916-738-7819
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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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TayJon Martin, QCLS
TayJon Martin is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in May 2024. Before joining Inszone, TayJon spent over a year at Sherwin-Williams as an assistant manager, specializing in commercial sales. His experience there, working closely with local business owners to understand their unique needs and deliver customized solutions, prepared him to provide exceptional insurance and customer service to business owners in his current role.
Since entering the insurance industry, TayJon has focused on helping small business owners across the country. His clients span various industries, including staffing agencies, contractors, restaurants, fleet services, and more. With a strong work ethic and dedication to his clients’ needs, he excels in delivering tailored solutions to meet the unique challenges of each business.
In his free time, TayJon enjoys relaxing while watching sports and films, gaming, learning new skills, and listening to music.
Commercial Lines Account Manager
(832) 253-1770
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Tiffany Hernandez
Tiffany Hernandez is a 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.
Commercial Account Manager
(208) 775-0604
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Tiffany Magee
Tiffany Magee is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in August 2023. With over 20 years of customer service experience, she acquired her extensive knowledge in the insurance industry while working at a previous agency that merged with Inszone in January 2023. During her tenure at the previous agency, Tiffany managed account receivables, handled customer relationship management data, and ensured end-to-end policy fulfillment accuracy.
Beyond her professional role, Tiffany is an active member of her community. She generously serves as a host family for a German Exchange Student and passionately advocates for the Juvenile Diabetes Research Foundation. She also dedicates her time to assisting with the Salvation Army’s Angel Tree Program, delivering meals to underprivileged communities, and providing financial support for school lunch programs for families in need.
In her time off, Tiffany indulges in all things Disney-related, cherishes travel experiences, and values quality moments spent with her husband and three children.
Commercial Lines Account Manager
(480) 257-1757
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Tony Kim
Tony Kim is a Commercial Lines Account Manager at Inszone Insurance Services. He attended University of Santa Barbara, graduating with a Bachelor of Arts in Economics. Prior to joining Inszone in 2022, Tony received his highest accolade when he achieved the rank of Eagle Scout in the Boy Scouts of America. He also managed and completed his eagle project that consisted of creating a picnic area for hikers in the San Gabriel Mountains. Tony works with great passion to provide the best customer service to his clients.
On his time off, Tony enjoys golfing and going to camping trips with his friends. He is also fond of learning new recipes and cook for his friends and family.
Commercial Lines Account Manager
916-394-8190
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Travis Reitz, QCLS, QPIS
Travis Reitz is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in June 2023. With over 7 years of specializing in commercial property and casualty insurance, he brings a wealth of expertise to the industry. Travis takes pride in delivering a personalized experience to his clients. His mission revolves around tailoring insurance policies to meet the unique needs of each business. Travis considers it his duty to guide clients through their inquiries, equipping them with the knowledge and products that best serve their interests. Notably, Travis excels in handling insurance risks related to construction and property, showcasing his in-depth understanding of coverage protection within these niches.
Travis finds joy in his community and family. His leisure time is filled with activities such as watching football, engaging in sports, swimming, and relishing the outdoors with his children. Hosting cookouts in the summer for friends and family is a cherished pastime for him.
Commercial Lines Account Manager
(816) 282-0432
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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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Vivian Wang
Vivian Wang is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in December 2023. She attended College of San Mateo as a Business Major. Despite being new to the insurance industry, Vivian brings valuable experience from her previous roles in management, sales, and customer service before her ten-year stint abroad.
During her time overseas, Vivian taught English in China and worked in hospitality in Northern Ireland, where she found fulfillment in the interpersonal connections of customer service. Upon returning to the US, she sought a new challenge and found a fitting opportunity at Inszone Insurance Services. Drawing from her experience in a fast-paced hospitality environment, Vivian has honed her ability to prioritize and stay organized while delivering professional service.
Despite her easy-going nature in daily life, Vivian is serious about her work and believes in the importance of delivering quality results. In her free time, she enjoys spending time with loved ones and indulging in her hobbies of live music and pool.
Commercial Lines Account Manager
(916) 527-9631
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Xareni Valdiosera
Xareni Valdiosera is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in January 2024. With over seven years of experience in retail and customer service, she brings a wealth of expertise to the insurance industry. Xareni’s problem-solving and organizational skills enable her to effectively assist customers, prioritizing their needs and striving to provide them with peace of mind. Notably, during her high school years, she participated in the AVID program, where she particularly enjoyed contributing to the organization of their annual AVID Banquet fundraiser.
In her free time, Xareni enjoys traveling, visiting theme parks, cooking, watching movies, and indulging in anime.
Commercial Lines Account Manager
(916) 527-9641
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Youssef Reghai
Youssef Reghai is a Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in May 2024. With a background in Telecommunication Technology and Computer Science, Youssef brings a unique blend of technical expertise and insurance experience to his role. With over 20 years of professional experience, including six years in the insurance industry, Youssef is dedicated to delivering the ultimate enhancement experience to his customers. Whether it’s providing top-notch customer service, servicing accounts, or offering solutions from our product portfolio, Youssef is committed to exceeding expectations.
Outside of work, Youssef values spending time with his family and friends. He enjoys a variety of outdoor activities, including snowboarding, surfing, tennis, and hiking. Through his diverse interests and dedication to customer satisfaction, Youssef enriches both his professional endeavors and personal pursuits.
Commercial Lines Account Manager
(562) 625-8549
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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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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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Angela West
Angela West is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in April 2025. With over 30 years of experience in the commercial insurance industry, Angela has worked with agencies, brokers, and wholesalers, bringing a deep well of knowledge and expertise to her role. She is a high school graduate and holds both the CIC (Certified Insurance Counselor) and CISR (Certified Insurance Service Representative) designations.
Angela is passionate about delivering exceptional service and helping clients navigate the complexities of commercial insurance. Her decades of experience allow her to provide tailored solutions and build strong, lasting relationships with clients and colleagues alike.
Aside from work, Angela enjoys trips to the ocean, photography, gardening, cooking and baking, and solving crosswords. She is an avid animal lover, having grown up with dogs and horses, and now considers her feline rescue fur babies—Zoe Jane, Sophia Maria, and Cali Co.—her children. She also volunteers with the Colorado Visiting Nurses Association and Colorado Habitat for Humanity, combining her love for community and compassion for others.
Commercial Account Manager
(360) 234-2519
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Angelica Tapia
Angelica Tapia is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in August 2024. Angelica is currently pursuing her bachelor’s degree in international business, adding to her strong foundation in the industry. Prior to joining Inszone, she worked in the transportation logistics industry, where she focused on administrative and finance roles, gaining valuable experience that has translated well into her current position.
With her background in logistics and administrative work, Angelica brings a strong skill set to her role as a Commercial Lines Account Manager. Her attention to detail, financial acumen, and problem-solving abilities allow her to effectively manage client accounts and provide tailored solutions. She is passionate about building strong client relationships and using her expertise to ensure clients have the coverage they need to protect their businesses.
In her free time, Angelica enjoys rescuing stray cats and finding them loving homes. She loves traveling and seizing every opportunity to explore new places. When not traveling, she enjoys staying active with hiking, walking, gym workouts, and going on adventures with her family and friends.
Commercial Account Manager
562-307-8386
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Anthony Ortiz Valdiosera
Anthony Ortiz Valdiosera is a Commercial Lines Account Manager 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.
Commercial Account Manager
(916) 637-4328
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Ariana Toledo-Diggs
Ariana Toledo-Diggs is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2025. Ariana attended The Art Institute of Atlanta and Dallas, where she earned her Baking & Pastry Degree. In 2024, she received the Creative Detail Award from Marriott International for her efforts in creating new dessert plates. Before entering the insurance industry, Ariana gained extensive customer service experience in the restaurant industry, from server to bartender.
Ariana’s kindness, personality, and dedication are at the heart of her exceptional customer service. She is passionate about providing clients with thoughtful and personalized insurance solutions, ensuring they feel valued and understood. Her background in customer service helps her build strong relationships with clients, which she believes is key to her success in this industry.
In her off-hours, Ariana enjoys baking and cooking, interior design, fashion, and traveling to new places around the world. She is also deeply passionate about supporting two charities, Autism Speaks and Susan G. Komen’s Breast Cancer Foundation.
Commercial Account Manager
214-425-2515
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Brianna De La Torre
Brianna De La Torre is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in August 2024. Brianna brings four years of prior sales experience to her role in commercial lines, where she helps clients find the right coverage to meet their business needs. With her strong background in sales and customer service, she is dedicated to providing clients with tailored insurance solutions that fit their unique requirements.
Brianna’s passion for client satisfaction and her expertise in sales help her excel in her current role. She thrives on building strong relationships with her clients and finding solutions that help them manage risk and protect their businesses. With her commitment to delivering exceptional service and her drive to succeed, Brianna is an asset to the team at Inszone Insurance Services.
When not at work, Brianna loves spending quality time with her family and friends, along with her three cats and lizard. She has a passion for cooking, staying active at the gym, and diving into a good book, all while working on expanding her nail business.
Commercial Account Manager
562-307-8396
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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 Senior Commercial 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.
Senior Commercial Account Manager
(760) 888-0317
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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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Coby Holmes
Coby Holmes is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2025. With five years of experience in sales, Coby brings a strong foundation in customer service and relationship building to his role. His passion for helping others and delivering top-tier service has guided his career, and he’s excited to apply these skills to the insurance industry.
Coby is dedicated to making every client interaction memorable, always striving to provide the best service possible. His commitment to helping others, combined with his experience, allows him to understand the unique needs of each client and offer effective solutions tailored to them.
In his free time, Coby enjoys staying active as a lifelong athlete with a background in baseball, football, wrestling, Brazilian Jiu-Jitsu, and MMA. He continues to embrace the discipline and focus that athletics have taught him, which he brings into his professional life as well.
Commercial Account Manager
214-501-8461
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Corrine Taylor
Corrine Taylor is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in March 2025. She holds a bachelor’s degree in healthcare administration and brings over 8 years of experience in the insurance industry, having worked in both Personal and Commercial Lines. Corrine is currently striving toward earning her CISR (Certified Insurance Service Representative) designation to further enhance her professional expertise.
Corrine is passionate about providing attentive, knowledgeable service to her clients. Her well-rounded experience across both personal and commercial coverage lines allows her to offer comprehensive support and build strong relationships with those she serves.
In her free time, Corrine enjoys reading, watching documentaries, and spending quality time with her two adult children, two dogs, and three cats. She is also an advocate against elderly and animal abuse, causes that are close to her heart.
Commercial Account Manager
(505) 581-4744
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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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Dalton Doss
Dalton Doss is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in August 2024. He graduated from the University of North Texas and brings valuable experience in public speaking to his role, making him confident and effective in communicating with both clients and team members
Dalton is passionate about using his communication skills to build strong relationships and help clients fully understand their coverage. His ability to speak in front of large groups translates well into the insurance industry, allowing him to clearly explain complex concepts and provide exceptional service.
In his downtime, Dalton enjoys playing basketball and tennis, as well as relaxing with video games. He is also passionate about rescuing animals, especially dogs and cats, and helping them find new loving homes.
Commercial Account Manager
(562) 573-2456
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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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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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Eccence Vance
Eccence Vance is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2025. Eccence is a graduate of Samuell High School and is currently continuing her education to become a paralegal. She was promoted to supervisor within less than a year at her previous job and has worked in the Life and Health insurance industry, as well as customer service in the financial industry.
Eccence is client-focused and highly organized, ensuring that each client receives the best possible service and solutions for their insurance needs. Her background in various sectors helps her to bring a comprehensive approach to problem-solving and client care, making her a strong asset to the team.
In her free time, Eccence enjoys reading, working out, and spending time with her family and friends. She is also passionate about charity work and supports Rise Against Hunger.
Commercial Account Manager
214-501-8185
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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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Felipe Flores, QCLS
Felipe Flores is a Commercial Lines Account Manager at Inszone Insurance Services. He joined the team in 2022. Felipe is new to the insurance industry. He believes that customer service is vital to success in any business. He brings that with him and plan to translate into his new journey.
Family is very important to Felipe as it is to many, Inszone provides a family feel which he truly enjoys.
On his time off, Felipe loves to hike and try new foods. He is also a huge, fitted hat collector. He plans on travelling the world and seeing it for himself.
Commercial Account Manager
562-372-8812
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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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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) 432-0600
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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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Jason Lua
Jason Lua is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in August 2024. He has a strong passion for customer service and a growing background in the insurance industry. Jason is dedicated to helping clients navigate their coverage options with ease and confidence, always aiming to deliver personalized support tailored to each business’s unique needs.
Jason finds fulfillment in being a dependable resource for his clients, offering attentive service and a team-focused mindset. His approachable nature and enthusiasm for problem-solving make him an asset to both his clients and colleagues. Jason thrives on building strong relationships and making a positive impact through his work.
During his downtime, Jason enjoys coaching little league baseball and youth soccer teams, where he channels his love for teamwork and mentorship. A true sports fanatic, he also spends his downtime playing video games, exploring nature, and spending time with animals.
Commercial Account Manager
(562) 585-5776
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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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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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Josh Rakoski
Josh Rakoski is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in March 2025. Josh has a background in finance, having obtained his bachelor’s degree in finance from Southern New Hampshire University in January of 2024. Additionally, he completed a product management certificate from eCornell in November of 2023. Before transitioning to insurance, Josh worked as a project manager for a chain restaurant, where he managed supply chain and vendor relationships.
Josh is passionate about improving financial literacy and increasing accessibility to financial education. His diverse background and education bring a unique perspective to his current role, allowing him to effectively manage client needs and build strong relationships within the commercial lines space.
Commercial Account Manager
805-634-5089
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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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Kade Winings
Kade Winings is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2025. Kade graduated from Texas Tech University in 2022, where he earned a spot on the Dean’s List for maintaining a high GPA. He was also a member of Kappa Alpha Order, volunteering weekly at local soup kitchens and other charity events. Before accepting his current role, Kade was the head manager of Hondo Railway, where he gained valuable leadership experience.
Kade’s easy-going nature and ability to connect with others make him a strong asset to his team and clients. He thrives in challenging situations and approaches every task with a positive, solution-oriented mindset.
In his downtime, Kade enjoys golfing and spending time with his family.
Commercial Account Manager
214-425-2585
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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) 210-2863
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Kiara Landry
Kiara Landry is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2025. Kiara has a decade of experience in various customer service roles, developing a strong foundation in helping people and providing exceptional service. She is eager to bring her passion for connecting with people into her new role in the insurance industry.
Kiara is dedicated to helping others no matter the task and values building genuine connections with people. Her commitment to customer service allows her to understand clients’ unique needs and offer tailored solutions. She aims to make every interaction meaningful and strives to help others feel heard and supported.
During her leisure time, Kiara enjoys meeting new people, traveling to new countries to experience different cultures, and cherishing moments with her family and friends. As the oldest of seven kids, she is deeply family-oriented and enjoys living in the moment.
Commercial Account Manager
214-501-8475
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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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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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Maria Guel
Maria Guel is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2025. Maria holds two associate degrees, which are Business Administration and Paralegal Studies. She has extensive experience in negotiating contracts, resolving customer issues, and providing high levels of customer satisfaction. Additionally, Maria has a strong background in project management and project development, ensuring clients receive the best service possible both in person and over the phone.
She prides herself on being bilingual and uses her ability to listen and understand her clients’ needs to offer them the most tailored solutions. Her customer service approach revolves around listening, helping others, and ensuring that each client feels understood and supported.
When she’s not at work, Maria enjoys dancing Zumba, and painting. Also, she loves spending time with her local Bible study group and is passionate about deepening her understanding of God. Hence, Maria is passionate about empowering others, especially women, and is part of the leadership group in a local community in Mesquite, TX, that promotes wellness for the mind, body, and soul. Through the year, she participated in a variety of community events for women such has mental health, self-love, painting with a purpose and exercising group events.
Commercial Account Manager
(214) 501-8467
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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 Account Manager
(916) 379-8617
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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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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
(719) 247-7437
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Nadiya Heath
Nadiya Heath is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2025. Nadiya brings a diverse background to her role, having attended Winston-Salem State University for two years. With experience in entrepreneurship and Airbnb hosting, she has a deep understanding of financial protection and risk management, which helps her deliver effective insurance solutions to her clients.
Nadiya is passionate about helping businesses and individuals safeguard their financial future. She is committed to providing excellent service and ensuring that her clients have the right coverage for their specific needs, leveraging her entrepreneurial experience to understand the challenges and opportunities her clients face.
Outside of work, Nadiya enjoys modeling, acting, and reviewing food. She is also deeply involved in supporting local businesses and charitable initiatives, reflecting her dedication to making a positive impact in her community.
Commercial Account Manager
(214) 425-2637
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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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Nikolas Tobin
Nikolas Tobin is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2025. Nikolas has been in the insurance industry since 2020. He has always taken his role as an advisor with dedication and seriousness. In his previous role, he was honored with a regional award for two consecutive years for his exceptional customer service, support, and care for both clients and coworkers, exemplifying the mission of helping others every day.
Nikolas is deeply passionate about providing the highest level of service to his clients. His commitment to understanding their needs and delivering tailored solutions has been the foundation of his success. He is dedicated to continuously improving his skills and expertise to ensure that he can better serve his clients and community.
In his free time, Nikolas enjoys reading, writing, and dedicating time to his family and church. He also dedicates time to enhancing his skills, always looking for ways to improve his ability to serve his community.
Commercial Account Manager
214-501-8481
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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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Paul Galleno
Paul Galleno is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in March 2025. He holds a bachelor’s degree in political science from the University of San Diego and a current P&C license with the state of California. Paul’s professional background is in luxury hospitality service and travel sales, where he supported clients traveling to exotic destinations such as Antarctica, The Arctic, and The Galapagos.
With a focus on customer service and experience, Paul brings a unique skill set to his current role. His past work in high-end travel has honed his ability to cater to diverse client needs, ensuring personalized and comprehensive solutions. Paul’s dedication to excellence and attention to detail is a key asset in his role at Inszone.
During his downtime, Paul enjoys surfing, snowboarding, and camping, and makes time to pursue these passions whenever possible. Hence, he has previously volunteered with Best Buddies, supporting special needs children.
Commercial Account Manager
(760) 797-2830
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Paulo Sereno
Paulo Sereno is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2025. Paulo graduated from Mesquite High School and has worked in customer service since high school. His experience spans fast food, retail, and various other customer-facing roles, allowing him to develop strong communication skills and a passion for helping people.
Paulo loves interacting with and meeting new people, finding that every client interaction brings a unique challenge and opportunity. His friendly personality and ability to adapt to different situations make him an excellent asset to his team, and he strives to provide great service to each of his clients.
On his days off, Paulo enjoys hiking, running, watching films and television, and even cooking and baking—though he admits he’s still perfecting his skills in the kitchen. He is also part of a run club in Dallas, where he stays active and connects with others.
Commercial Account Manager
214-501-9201
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Sam Groninga
Sam Groninga is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2025. Sam attended Mankato State University in Mankato, MN, for two years and later launched a new office and warehouse for Window World of Southern MN as the Office/Warehouse Manager. In this role, he provided excellent customer service, managed appointments, sales, contracts, installations, and post-job services, and was responsible for maintaining vendor relationships, and ordering products and supplies.
Sam is passionate about delivering exceptional service, and his background in communication, problem-solving, leadership, and adaptability has enabled him to excel in building strong client relationships. He is committed to using his experience to ensure a smooth and efficient experience for his clients, bringing them the best solutions and support in the industry.
In his free time, Sam enjoys spending time with his dog, Bronny, working out, and playing basketball. He is also passionate about serving his community and recently began volunteering at Minnie’s Food Pantry, a non-profit organization that gives healthy meals to families in need.
Commercial Account Manager
214-425-2591
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Sissiley Smith
Sissiley Smith is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2025. Sissiley studied Marketing at Texas A&M University-Commerce from 2017 to 2021 and was part of a record-breaking Inszone-U graduating class, receiving her license in just 17 days. She has a background in general sales and supply chain logistics, bringing a diverse skill set to her current role.
Sissiley is passionate about delivering exceptional customer service, focusing on attention to detail and making clients feel genuinely cared for. She strives to be her clients’ go-to for all things insurance, ensuring they feel confident that no one else can provide the level of service she does. She is dedicated to going above and beyond to meet and exceed her clients’ expectations every time.
In her free time, Sissiley enjoys walks downtown when the weather is nice, finding and trying new restaurants in the DFW metroplex, and hiking beautiful trails with her new puppy, Onyx. She is also passionate about supporting charities that care for homeless animals, specifically Friends of Dallas Animal Services.
Commercial Account Manager
214-501-8447
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Todd Lam
Todd Lam is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in March 2025. He has over 17 years of experience in the insurance industry and holds a degree in Electrical Engineering from California State University, Long Beach. His deep understanding of risk management and technical expertise allows him to provide tailored insurance solutions to meet his clients’ needs.
Todd is passionate about helping businesses protect their assets and navigate the complexities of commercial insurance. His dedication to excellent customer service and strong industry knowledge ensures his clients receive the best coverage options available.
During his break, Todd enjoys working on auto electrical and mechanical projects, attending networking events, and engaging with the community through church activities and local non-profits.
Commercial Account Manager
(713) 933-1147
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Trisha Davis
Trisha Davis is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2025. She brings a strong background in customer service and sales, with a proven ability to understand client needs and deliver effective solutions.
Trisha is passionate about building trust with her clients and helping them find the perfect insurance solutions to protect what matters most. Her approach is rooted in empathy, active listening, and a commitment to excellence—qualities that make her a valuable asset to both her team and her clients. Trisha’s experience in sales has also honed her ability to identify opportunities and exceed performance goals, consistently driving success in her role.
When away from work, Trisha enjoys spending time with her family. As a devoted mother, she values patience, and empathy—qualities that guide both her personal and professional life.
Commercial Account Manager
(360) 525-6515
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Xylon Heyart
Xylon Heyart is a Commercial Lines Account Manager at Inszone Insurance Services, joining the company in February 2025. After graduating from Willow Canyon High School in Surprise, AZ, in 2018, Xylon began his career with a focus on customer service. He gained significant experience as a Senior Customer Service Manager for a leading window manufacturer and installer before relocating to Texas in 2023 to work with a custom home builder. Xylon’s dedication to customer satisfaction and attention to detail has shaped his professional journey, and he is now focused on applying those skills to help clients navigate their commercial insurance needs.
Xylon is passionate about building lasting relationships and trust with clients, helping them manage risks with strategic guidance. His years of experience in customer service have equipped him with the ability to handle challenges with confidence, ensuring that every client receives personalized attention and exceptional service.
In his free time, Xylon enjoys jogging, hiking through nature, and spending quality time with family and friends.
Commercial Account Manager
214-501-7756
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Yuliya Sibareva
Yuliya Sibareva is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining Inszone in February 2024. While she completed two years of prerequisite courses for Nursing, her educational aspirations extend to obtaining bachelor’s degrees in both Nursing and Business Administration.
Yuliya has held various roles, including team leader for children in school, cashier at a Deli market, office assistant at an Optometry office, and delivery driver for three companies. Through these experiences, she has developed a wide array of skills, including communication, customer service, leadership, problem-solving, organization, creativity, and teamwork.
Outside of work, Yuliya is passionate about her faith in Christ and actively participates in a home group for fellowship, prayer, and spiritual growth. She has also embarked on missionary trips to Mexico, India, and Morocco, where she engaged in outreach activities, cultural exchange, and community service.
In her free time, Yuliya enjoys traveling to different parts of the world to immerse herself in diverse cultures. She also finds joy in reading, drawing, running, swimming, and skiing.
Personal Lines Insurance Specialist
(916) 394-8187
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Michael Munro, QCLS
Michael Munro is a Training Specialist 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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Benefits Insurance
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Desiree Osborne
Desiree Osborne is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in January 2023. She is a licensed Life and Health Insurance Broker in Colorado, Utah, Arizona, and Florida, and she has over 23 years of business management experience. Her passion for sharing her vast knowledge of Medicare and connecting clients with the right supplemental plan strengthens her goal of making strong commitments to her clients, building life-long relationships, and providing custom tailored plans to meet short and long-term needs.
Desiree is a devoted wife and mother of two. In her free time, she enjoys spending time with her family, cooking, and living life.
Benefits Account Manager
(719) 247-7423
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Eduardo Perez
Eduardo Perez is a Benefits Account Manager at Inszone Insurance Services. He joined the Inszone team in June 2021, bringing with him over 3 years of experience in Group Life and Health Insurance. Eduardo earned his bachelor’s degree of Science in Business Marketing from California State University, Long Beach. While in college and working at Starbucks, Eduardo got to experience firsthand how complicated open enrollment can be, especially when you have very little understanding of the benefits available. This experience sparked his interest in employee benefits, and in 2017 he begun working as a Benefits consultant. Since then, Eduardo has worked in educating and enrolling hundreds of employees on their group benefits in various industries and is most knowledgeable in voluntary benefits.
Eduardo is a big San Francisco 49ers fan and enjoys watching their games on Sundays. On his free time, he also enjoys going to the Golf range to improve on his game as well as playing other sports like basketball and flag football. He loves going to the gym, PC building and gaming, and recently began learning and investing in Cryptocurrency and Blockchain technology.
Benefits Account Manager
916-842-3009
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Juli Kraft
Juli Kraft is a Benefits Team Lead at Inszone Insurance Services, joining Inszone in May 2024 after the merger with Catalyst Benefits Group.
Juli brings decades of experience in employee benefits, starting her insurance sales career in 1996 with a local HMO carrier in Tulsa and OKC. Throughout her career she has sold and implemented employee benefits packages for employers of all sizes across the state of Oklahoma. With a degree in Marketing from Oklahoma State University and her insurance license in health and life, Juli is a wealth of knowledge and an incredible resource and support for her clients.
Juli is a member of the Associated Builders and Contractors, Brookside Business Association, Tulsa Area Health Underwriters, and Tulsa Area Human Resources Association.
In her spare time, Juli is either spending time with her son, David, or traveling around the country with her daughter, Sarah, who shows Morgan Horses competitively.
Benefits Team Lead
(918) 524-6352
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Amanda Coe
Amanda Coe is a Senior Benefits Insurance Specialist at Inszone Insurance Services, joining the company in November 2024 after the merger with Coe Agency, LLC. Amanda holds an Associate’s Degree in Legal Studies from New Mexico State University and a Bachelor of Science in Business Management from the University of Phoenix. Amanda began her career in 1998 at Presbyterian Health Plan, where she transitioned from the Finance Department to Marketing and eventually Sales. She earned her health insurance license in 2000 and started her own insurance agency in 2004, specializing in employee benefits and individual health insurance. Amanda also served as a captive agent with American National Property & Casualty, focusing on home and auto policies. In 2009, she combined her agency with her husband Brad’s to form Coe Agency, LLC. This wealth of experience makes her an incredible asset to the Inszone team, bringing in depth understanding that she can then pass onto her clients.
Amanda is deeply passionate about helping her clients navigate the complex world of employee benefits, offering tailored solutions that meet their unique needs. Her extensive experience in the insurance industry enables her to provide exceptional service and build lasting relationships with her clients.
In her free time, Amanda and her husband embrace an active outdoor lifestyle, enjoying camping, boating at Elephant Butte Lake, hiking, golfing, and skiing. Amanda cherishes time spent with her loved ones and the adventures they share.
Senior Benefits Insurance Specialist
(505) 623-4761
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Barbara Brewer
Barbara is a Senior Benefits Insurance Specialist at InsZone Insurance Services, joining the company in October 2024 after the merger with JKJ Benefits, LLC. Barbara has worked in the health, and welfare industry for over 35 years. Prior to JKJ, Barbara has worked for brokerage agencies and insurance carriers in these 35 years which included Willis North America, Johnson and Higgins and Hartford Insurance. She is regarded as an expert in her field.
Barbara was born and raised in Oklahoma and has lived in Texas since 1986. Barbara graduated from the University Oklahoma with B.A. in Business Administration. She loves watching OU Football and other select college teams. Barbara enjoys her family which includes 2 children and four grandchildren. She enjoys competitive dancing, camping, hiking, kayaking, and gardening.
Senior Benefits Insurance Specialist
(817) 735-8488
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Bradlee Coe
Bradlee Coe is a Senior Benefits Specialist at Inszone Insurance Services, joining the company in November 2024 after the merger with Coe Agency, LLC. Bradlee holds a Bachelor of Science in Hospitality Management and an Associate in Applied Science in Real Estate Business, both from Ferris State University. He began his career in the health insurance industry in 2000, working alongside a veteran independent agent. In 2006, he opened his own agency, which later merged with his business partner and wife’s agency in 2010. Bradlee is also a Registered Health Underwriter (RHU), showcasing his dedication to professional excellence and industry expertise.
Bradlee is passionate about leveraging his extensive experience to help clients navigate the complexities of health insurance. His focus is on building strong, trusting relationships while delivering customized benefits solutions to meet the unique needs of each client. Bradlee’s dedication to providing exceptional service is evident in his commitment to helping individuals and families secure peace of mind through quality insurance coverage.
In his free time, Bradlee enjoys cooking and staying active outdoors through activities such as boating, hiking, skiing, and golfing. He cherishes spending time with Amanda, their family, two grandchildren, and their “grand dog,” finding joy in creating lasting memories together.
Senior Benefits Insurance Specialist
(505) 623-4763
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Dan Fagen
Dan Fagen is a Benefits Insurance Specialist at Inszone Insurance Services, joining the company in November 2023 after the merger with Financial Arts Inc. Possessing a dual degree in Financial Planning and Consumer Affairs from Purdue University, Dan served as a guest lecturer and consultant for professors affected by the Affordable Care Act (ACA).
With over 26 years of experience as a licensed insurance agent, Dan gained extensive knowledge in self-funding and various employee benefits while working at a major Insurance company. Since 2001, he has been a key figure at Financial Arts, actively involved in legislative and regulatory advocacy for clients at both the state and federal levels.
Certified in healthcare reform studies by the American College, Dan has shared his expertise by teaching continuing education courses on the ACA for various professionals. Additionally, he has served as an expert witness for Indiana Health Insurance for a case in Michigan. Dan Fagen’s career reflects a deep commitment to insurance expertise, legislative advocacy, and education within the industry.
Benefits Insurance Specialist
(219) 987-4438
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Donna Ledwick
Donna Ledwick is a Benefits Insurance Specialist at Inszone Insurance Services. She joined the team in 2022 after the merger with Sonora Insurance Agency. In 1995, she started her career as a life and health insurance agent with Sonora Insurance Agency. She held series 6 and 63 licenses for a few years around 2008, allowing her to get more familiar with variable life insurance, annuities, and group benefits packages. Donna’s primary focus has been on the Small Group, Individual/Family, and Senior markets, both on and off the Covered California Exchange.
Donna has been an Ambassador Chair for the Tuolumne County Chamber of Commerce for two years, a board member for one year, and an ambassador for ten years. She enjoys the relationships she builds with her clients as she gets to know them and helps them navigate the various phases of their customer journey. Donna is passionate about helping people and educating them on their life and health insurance needs, while also providing exceptional customer service.
Donna is proud to be a wife, and mother to her son. In her free time, she loves spending her time with her family and friends. She also likes reading the bible and other education books, as well as take pictures.
Benefits Insurance Specialist
(209) 533-0234
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G Thaw
G Thaw is a Benefits Insurance Specialist at Inszone Insurance Services, joining the company in January 2023. G has over 8 years of experience as an insurance specialist and licensed insurance agent. In his previous role, G was the founder of Mile High Insurance and oversaw all aspects of customers service, sales, and business operations, working diligently to assist individuals in securing health and life insurance appropriate for their specific situation, while providing the best possible customer experience. Now as a Benefits Insurance Specialist, he is focused on organic growth by helping employers in Colorado to secure the perfect benefits for their employees as well as all individuals that require insurance to protect themselves and their families.
G is a proud father and in his free time is an avid back country skier.
Benefits Insurance Specialist
(303) 232-3108
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Galen Blyth
Galen Blyth is a Senior Benefits Insurance Specialist at Inszone Insurance Services, joining Inszone in May 2024. A native of the Pacific Northwest, he holds a Bachelor’s degree in history and political science from the University of Montana. With over two decades of industry experience, Galen previously owned his agency for 15 years, where he was deeply involved in client service across benefits and commercial lines.
Outside of work, Galen is active in community service. He is new to the Family Access Network Board and has served on the Central Oregon Builders Association board for over a decade. He also contributes to agent advisory boards for Oregon Health Insurance Carriers.
Galen’s strengths lie in his approachability and genuine care for clients, fostering long-term business relationships. In his free time, he enjoys outdoor activities in Central Oregon with his family, particularly watching his son play baseball and his daughter compete in horseback riding.
Senior Benefits Insurance Specialist
(541) 317-3512
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Jay Torres
Jay Torres is a Senior Benefits Insurance Specialist at Inszone Insurance Services, joining the company in October 2024 after the merger with MEBO Health & Benefits. Jay brings over three decades of expertise in the insurance industry, having founded MEBO in 1996 to provide customized benefits solutions for a wide range of industries, including hospitality, manufacturing, technology, and retail. Jay has an extensive background in employee benefits, property and casualty insurance, and personal insurance with his earlier roles including leadership positions at Blue Shield of California, Anthem Blue Cross, and Equitable, where he achieved numerous accolades and earned top sales awards.
Jay is passionate about helping organizations protect their greatest asset—their employees. His strategic and personalized approach ensures clients receive comprehensive benefits solutions tailored to their specific needs. With a high-touch, high-tech methodology, Jay emphasizes building long-term relationships and delivering proactive support that empowers his clients and their teams.
In his free time, Jay enjoys spending time with family and participating in outdoor activities. His dedication to balancing work with personal passions reflects his holistic approach to life and work.
Senior Benefits Insurance Specialist
8336326669
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Jerry Weaver
Jerry Weaver is a Senior Benefits Insurance Specialist at Inszone Insurance Services, joining the company in October 2024 after the merger with Get Benefits Insurance Services, Inc. Jerry has been working in the insurance industry since 2014 and holds an associate degree in business. His decade of experience has equipped him with a deep understanding of employee benefits, life insurance, and commercial insurance, and a commitment to delivering personalized solutions to meet his clients’ needs.
Jerry is passionate about helping businesses navigate the complexities of employee benefits, ensuring they provide valuable coverage for their teams. His dedication to building strong relationships and providing excellent service makes him a trusted advisor to his clients.
In his free time, Jerry enjoys hiking, fishing, and spending quality time with his wife, Jana, and their daughter, Makena. Whether exploring the outdoors or relaxing with his family, Jerry values making meaningful memories with those closest to him.
Senior Benefits Insurance Specialist
(805) 619-2938
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Joe Zaino
Joe Zaino is a Benefits Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Lamb, Little & Co. Joe began his career over 25 years ago with Prudential Insurance, and with his Business degree from Southern Illinois University, he went on to own and operate his own insurance agency with his focus on international group medical coverage for overseas mission organizations.
In addition to being business savvy he is an expert in implementing comprehensive employee benefit programs, educating employees on their benefit offerings, and assisting employers on strategies to attract and retain quality employees. Joe has also earned his Life Underwriter Training Council Fellow (LUTCF) designation.
In his off time, Joe loves spending time with his family, especially his grandchildren. He also enjoys golfing, biking and he’s an active member of his church. Joe is also very passionate about supporting non-profit overseas church planting organizations through individual mission sponsorships.
Benefits Insurance Specialist
847-230-3232
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John Henry Garcia
John Henry Garcia is a Senior Benefits Insurance Specialist at Inszone Insurance Services, joining Inszone in March 2024 after the merger with John Henry Insurance Services. John holds a Life & Health and Property & Casualty license and has been in the insurance industry for over 35 years. His experience includes working for various insurance carriers with claims, management, and sales. John holds a Bachelor of Science in Economics from the University of California, Irvine.
Serving the community is a priority and holds the position of President at the Dr. Carreon Foundation. John has been actively involved with several other charitable organizations, including Big Brothers/Big Sisters of the Desert, First Tee of the Coachella Valley, Leadership Coachella Valley, Desert Recreation Foundation, and Inland Association of Health Underwriters Desert Chapter. This dedication to community service extends to his involvement in Rotary Palm Desert Club.
In his time off, John enjoys staying active outdoors playing golf, pickleball and hiking. As an empty nester, he cherishes the time spent with his four children when they come to visit.
Senior Benefits Insurance Specialist
(760) 773-2223
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Rise Kieren
Rise’ Kieren is a Senior Benefits Insurance Specialist at Inszone Insurance Services, joining the company in October 2024 after the merger with JKJ Benefits, LLC. Rise’ has worked on the brokerage side of the insurance industry for over 40 years. Rise’ is actively involved in working with corporate employers in the design and account management of employee benefit plans in a broker or consultant capacity. She is highly regarded in the insurance industry and with clients for her expertise in legislative issues and employee benefit plan administration.
Rise’ was born and has lived her life in Fort Worth, Texas and is very closely tied to this community, her family, and friends. She is organic gardener and loves to spend time with her family.
Senior Benefits Insurance Specialist
(817) 735-8488
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Cari Tobias
Cari Tobias is a Licensed Agent at Inszone Insurance Services, joining the company in January 2024 after the merger with Tri-Cities Insurance Professionals. Cari began her insurance journey in the Fall of 2020. Alongside her insurance career, Cari boasts over 18 years as a Dental Hygienist. Her experience in building trusted relationships with dental patients has seamlessly translated into assisting Medicare clients. Cari is dedicated to guiding individuals through the Medicare process, ensuring they find the plan that suits their needs.
In her free time, Cari prioritizes attending her kids’ sporting events and cherishing moments with friends and family. An avid reader and travel enthusiast, she finds joy in exploring new destinations.
Licensed Agent
(509) 380-5980
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Chris Castadio
Chris Castadio is a Benefits Insurance Specialist at Inszone Insurance Services, joining the company in February 2025. Chris holds a B.S. in Business from California State University Channel Islands (CSUCI), graduating in 2018, and is currently pursuing an MBA with a Financial Planning emphasis at California Lutheran University (CLU), expected to graduate in 2026. With over five years of experience in the insurance industry, Chris began his career at Farr Johnen & Associates Insurance Services, where he earned his accident & health or sickness, life license and his REBC® (Registered Employee Benefits Consultant) designation. He later moved to Simpolicy Insurance Solutions as an Account Manager and Employee Benefits Consultant, focusing on sales and growing his book of business while earning his Property and Casualty License.
Chris is passionate about helping clients navigate the complexities of employee benefits and providing tailored solutions to meet their unique needs. His background in leadership from his time as a CrossFit coach and program director has helped him build strong communication skills, allowing him to connect with clients and effectively present insurance options. Chris’s extensive knowledge of benefits planning, combined with his drive to continue learning, ensures that his clients receive expert guidance every step of the way.
In his free time, Chris enjoys golfing, exercising, hiking, and snowboarding. He enjoys spending time with his wife, Tracy, their children, Owen and Brady, and their mischievous cat, Sally. Chris also enjoys working on his personal development and is committed to his education, with his eyes set on expanding his expertise in financial planning.
Benefits Insurance Specialist
805-496-4627
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Val Fagen
Val Fagen is a Licensed Agent at Inszone Insurance Services, joining the company in November 2023 after the merger with Financial Arts Inc. She holds a Bachelor of Science in Finance from Southern Illinois University at Carbondale and a Certificate of Completion for NAHU’s Medicare Course. With over 18 years of experience in the insurance industry and a background in customer service, including roles at Fagen Pharmacy and 1st American Management, Val brings a wealth of expertise to her role.
In her time off, she enjoys spending time with her family, particularly her husband, Tim Hornback, and their grandchildren. Beyond family time, she finds joy in baking and decorating birthday cakes. A fitness enthusiast, Val has completed the Chicago Marathon not once, but twice.
Licensed Agent
(219) 987-4438
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Emilee Kupper
Emilee Kupper is a Senior Benefits Account Manager at Inszone Insurance Services, joining the company in November 2024 after the merger with Coe Agency, LLC. Emilee’s journey in the insurance industry began during high school, where she started working for an agency as a filing clerk. At just 17 years old, she joined Coe Agency as a secretary, quickly advancing to become a licensed insurance agent after passing her exam. With over a decade of experience in her role as an account manager, Emilee brings a wealth of knowledge and expertise to her position. She also holds an Associate degree in Sociology, which complements her commitment to understanding and supporting her clients’ needs.
Emilee is passionate about building strong client relationships and ensuring they have access to the best benefits solutions available. Her dedication to providing personalized service stems from her extensive experience and her genuine care for helping others. She thrives in her role, offering exceptional support to her team and clients alike.
In her free time, Emilee enjoys gardening, baking, and bread-making. She loves raising ducks and hiking with her family, finding joy in spending time outdoors and creating lasting memories. Emilee is also actively involved in her community, volunteering with local farms for fundraising efforts and helping gather and distribute Christmas boxes to those in need.
Senior Benefits Account Manager
(505) 623-4762
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Janell Julander
Janell Julander is a Senior Benefits Account Manager at Inszone Insurance Services, joining Inszone in May 2024 after the merger with Cascade Insurance Center. Originally from Texas, Janell has called Central Oregon home since 2002, although she still enjoys visiting her family back in Texas.
With over 25 years of experience in retail and office management, Janell made a career transition to insurance and has found her passion in helping clients navigate the complexities of Medicare, group health, individual health, dental, vision, and life insurance. She is dedicated to serving her clients’ health and life insurance needs for many years to come.
Outside of work, Janell is a devoted mother to three boys who keep her constantly on the go. She loves traveling and embarking on adventures with her sons, creating lasting memories together. During her leisure time, Janell enjoys exploring new destinations around the world, spending quality time with family and friends, hiking, attending concerts, and indulging in good food.
Senior Benefits Account Manager
(541) 848-6063
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Lena Mileto
Lena Mileto is a Senior Benefits Account Manager at Inszone Insurance Services, joining the company in March 2025 after the merger with Employee Benefits Advantage. Lena has a diverse professional background, beginning in the restaurant business, where she spent 25 years managing her family’s Italian restaurant. She then pursued a career in education, becoming a Lower Elementary Lead Guide in Montessori education. In 2023, Lena made a career shift, earning her Insurance Producer license and joining the Employee Benefits Advantage team. She has since gained valuable experience in the insurance industry as an Enrollment Specialist and Account Manager, managing and maintaining client accounts, ensuring satisfaction, retention, and compliance with state and federal insurance regulations, which has given her deep insight into the complexities of employee benefits.
Lena is passionate about building and nurturing strong client relationships, delivering exceptional customer service, and ensuring seamless operations. Her diverse background, combined with her dedication to providing clients with tailored benefits solutions, makes her a great asset to the team and the clients she serves.
In her free time, Lena enjoys working out, fishing, completing jigsaw puzzles, cooking, reading, and spending quality time with her son, Kent. She also has a love for classic muscle cars and motorcycles, enjoys wine tasting, and finds joy in nature, especially sunrises and sunsets. She is also actively involved in community service through the Assistance League of Tulsa (Operation School Bell Program) and the Alzheimer’s Association, Oklahoma Chapter.
Senior Benefits Account Manager
(918) 459-2500
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Lisa Brown
Lisa Brown is a Senior Benefits Account Manager at Inszone Insurance Services, joining Inszone in June 2024 after the merger with Catalyst Benefits Group.
Lisa has held this role since 2011 and has been instrumental in managing diverse client groups of all sizes. Her primary focus is on developing marketing strategies and providing customized solutions to effectively meet the needs of her clients.
Lisa spends her time assisting Inszone clients with implementing and servicing Insure Oklahoma, for which she is a certified specialist. She takes great pride in consistently achieving 100% client satisfaction through her daily efforts.
In her free time, Lisa spends time with her daughter Brittany and twin sons Jared and Jonah by visiting the University of Arkansas, Oklahoma State University, and the University of Oklahoma. She also enjoys working out at the gym, attending services at Life Church, and being an active member of the National and Tulsa Association of Health Underwriters, as well as the Associated Builders & Contractors of Oklahoma.
Senior Benefits Account Manager
(918) 524-6351
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Matthew de Jesus
Matthew de Jesus is a Senior Benefits Account Manager at Inszone Insurance Services and holds a degree in Marketing from Long Beach State. Matthew has worked in the insurance industry for more than 16 years. His professional focal points include client relationship development, account management, operations optimization, data analysis, cross-functional team collaboration, health plan administration, technology solutions, customer service, and project management. His colleagues describe him as a progressive, driven, down-to-earth, dedicated individual who can be relied on to offer superior solutions.
Matthew is married and hopes to have kids soon. In 2021 they added a new family member, their dog, a Kia Ken, which is one of six breeds from Japan. On his off time, he enjoys social sports such as softball, soccer, golf, kickball, cornhole, horseshoes, bowling, disc golf, darts. He basically enjoys any sport (or activity) where you can socialize and enjoy a beer or two. He enjoys snowboarding and his favorite place to snowboard is Heavenly Ski Resort in South Lake Tahoe. Matthew also enjoys going on hikes with his wife and their dog or getting away for the weekend. His favorite sport teams are the San Francisco Giants, San Francisco 49ers, and the San Jose Sharks. Favorite Foods are Fish N Chips and Lasagna.
Senior Benefits Account Manager
916-394-8168
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Patty Halsey
Patty Halsey is a Senior Benefits Account Manager at Inszone Insurance Services, joining Inszone in May 2024 after the merger with Cascade Insurance Center. Originally from San Diego, CA, Patty relocated to Bend in 2005 to embrace the allure of a beautiful four-season climate. She pursued her education at the University of San Diego and San Diego State University’s Graduate School of Communication.
Passionate about serving students, clients, and her community, Patty has a diverse background. During her academic years, she led a multi-cultural Arts program, taught Speech Communication, coached debate, and managed an international team of graduate student teachers. Her dedication to community service extended to roles with Rotary International and as a statewide Trainer/Facilitator with the A.D.L. (Anti-Defamation League).
Since settling in Bend, Patty has collaborated with prominent local employers and non-profits, including Ronald McDonald House Charities, Les Schwab, NAVIS (now Revinate), and the Bend Chamber of Commerce. As a distinguished graduate of Leadership Bend, she actively contributes to the Bend Ronald McDonald House’s “Meals from the Heart” program and supports organizations like City Club in their mission for respectful, non-partisan public discourse.
In her time off, Patty and her husband, Dave, a proud veteran, share a passion for fishing, hunting, Renaissance Faires, home-brewing, and supporting veteran’s organizations like Central Oregon’s Veteran’s Ranch. An unabashed enthusiast of musical theater and a vocal performer, Patty occasionally graces local cabarets and musical productions. She finds fulfillment in her role with Cascade’s Health and Life team, assisting individuals and small group employers with their health insurance and Medicare needs.
Senior Benefits Account Manager
(541) 848-6062
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Sarah Breitzman
Sarah Breitzman is a Senior Benefits Account Manager at Inszone Insurance Services, joining the company in October 2024 after the merger with Get Benefits Insurance Services, Inc. Originally from Woodridge, Illinois, Sarah graduated from Downers Grove South High School and attended Northern Illinois University before relocating to California in 2008. She began her insurance career in 2011, earning her Life & Health License and building a team while selling life insurance. After several years working as a recruiter and managing small businesses, she joined Get Benefits Insurance in 2023. There, she advanced from Executive Assistant to Senior Account Manager, focusing on both individual and group benefits.
Sarah is passionate about delivering personalized insurance solutions that meet the unique needs of her clients. Drawing on her diverse background and strong organizational skills, she is dedicated to providing exceptional service and fostering long-term client relationships.
In her free time, Sarah enjoys camping, hiking, and rock hounding with her husband, two sons, and their two Dalmatians. A food and wine enthusiast, she also loves animals, nature, and curling up with a great book.
Senior Benefits Account Manager
805-273-7117
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Tina McClary
Tina McClary is a Senior Benefits Account Manager at Inszone Insurance Services, joining the company in March 2025 after the merger with Employee Benefits Advantage. She holds a Bachelor of Science in Business Administration from Langston University and has been in the insurance industry since 1990. Tina is also licensed in Life and A&H insurance and holds several industry certifications, including Health Insurance Associate (HIA), Managed Healthcare Professional (MHP), and Disability Income Associate (DIA). Her extensive experience includes working for a national stop-loss carrier before transitioning to the agency side in the late 1990s. In 2005, she helped start Employee Benefits Advantage, where she served as the Office Administrator/Bookkeeper.
Tina’s expertise and dedication to the employee benefits field make her an asset to her team and clients. She is committed to helping businesses navigate the complexities of benefits plans, ensuring her clients receive tailored, effective solutions. Her vast experience and customer-focused approach allow her to foster long-lasting relationships and provide exceptional service.
In her downtime, Tina enjoys knitting, crocheting, and gardening, where she grows vegetables. She is always looking forward to her next travel adventure and cherishes the time she spends exploring new destinations. Tina is also passionate about giving back to her community and volunteers with the Assistance League of Tulsa’s Operation School Bell and STEM Outreach Program.
Senior Benefits Account Manager
918-459-2500
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Amanda Miller
Amanda Miller is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in June 2024 after the merger with Catalyst Benefits Group.
Amanda Miller joined the CBG team in 2022 as an Account Manager. With over 15 years of experience in the insurance industry, she specializes in offering administrative support in the small group market segment, addressing service issues, and managing Insure Oklahoma services.
During her free time, Amanda enjoys spending time with her family, traveling, and attending services at Christ the King Church. In July 2022, she celebrated the arrival of a new baby boy into her family.
Benefits Account Manager
(918) 897-2931
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Asher Waldman
Asher Waldman is a Benefits Account Manager at Inszone Insurance Services, joining the company in October 2024 after the merger with Get Benefits Insurance Services, Inc. He holds a bachelor’s degree in Accounting Sciences, graduating with high honors, and aspires to pursue an MBA in the future. Asher is licensed in personal lines, life, health, accident, and sickness insurance. With over a decade of experience in customer service and more than five years in sales across industries such as home loans, jewelry, and car sales, he brings a versatile skill set to his role. Though relatively new to the insurance industry, Asher’s enthusiasm and quick learning ability have enabled him to excel in delivering tailored benefits solutions.
Asher is passionate about providing outstanding service to his clients and helping them navigate the complexities of insurance. His diverse background and customer-focused approach allow him to connect with clients on a personal level, ensuring their needs are met with thoughtful and effective strategies.
In his free time, Asher enjoys traveling to new destinations, trying exotic and unusual foods, and experiencing new adventures. He also loves playing video games with friends and family and striking up conversations with strangers to gain fresh perspectives on the shared human experience. While he hasn’t yet had extensive charitable involvement, Asher is eager to start volunteering at animal shelters to make a difference in his community.
Benefits Account Manager
805-273-7117
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Daisy Velasquez
Daisy Velasquez is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Strachota Insurance Agency, Inc. Daisy started her career in the insurance industry in 2003 with Strachota Insurance Agency, where she was an integral part of their Benefits department. In her current role with Inszone, Daisy builds relationships with her clients, oversees their coverage program, and fulfills client requests with their employee benefit needs.
Daisy is proud to be a wife, and mother to her son and daughter. She also holds a bachelor’s degree from the University of Phoenix.
Benefits Account Manager
951-284-4865
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Erin Salyer
Erin Salyer is a Benefits Account Manager at Inszone Insurance Services, joining the company in April 2025. She brings three years of experience in the insurance industry and holds a Life and Health license, with a strong background in serving clients across Texas. Erin earned a Bachelor’s degree in Technical Management from Embry-Riddle Aeronautical University and an Associate’s degree in Business Administration from Tyler Junior College. Prior to entering the insurance field, she proudly served seven years on active duty in the U.S. Navy, followed by two years in the reserves while pursuing her education.
Erin is passionate about helping clients navigate the complexities of employee benefits and is committed to delivering exceptional service through clear communication and tailored solutions. Her diverse background and dedication to excellence allow her to effectively support both her team and the clients she serves.
In her free time, Erin enjoys spending time on the lake, supporting her three children in their sports activities, and helping manage her family’s cattle operation in Claremore, Oklahoma, where she lives with her husband.
Benefits Account Manager
(918) 524-6337
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Jamie Moriarty
Jamie Moriarty is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in July 2024 after the merger with Erickson King Financial Services.
Jamie entered the insurance industry in early 2020. Prior to this role, she honed her customer service expertise as a finance assistant and title clerk at Audi Colorado Springs, where she adeptly managed diverse responsibilities.
Jamie is a dedicated member of Pikes Peak Roller Derby, where she competes and participates in community outreach and charity events. Jamie also volunteers at her church, getting involved in various activities to help the community.
In her free time, Jamie enjoys spending time with her family, husband, and their three dogs. She also loves gardening and taking care of plants.
Benefits Account Manager
(719) 773-3006
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Jana Kite
Jana Kite is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in July 2024 after the merger with Erickson King Financial Services.
Jana handles Inszone’s smaller group accounts and individual/family market. Before joining Inszone, she worked in Mortgage/Real Estate for 26 years, bringing a wealth of experience. She is licensed in health and life insurance and certified in real estate and mortgage loan origination. Jana is a notary public and certified with Connect for Health Colorado, showing she’s dedicated to doing her job well.
Jana is known for being resourceful and friendly. She works hard to build strong relationships with clients and make sure they are happy with our services. Jana loves helping clients with whatever they need and likes to keep communication open.
In her free time, Jana loves hiking, boating, and listening to music. She has a strong love for dogs and enjoys spending time with her two daughters
Benefits Account Manager
(719) 304-2256
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Jeanine Manzano
Jeanine Manzano is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Cardenas Insurance Services. In 1999 Jeanine went to Mt. San Antonio College out of high school to study Child Development. During that time, she was working at a Montessori school and at the age of 23, she became a stay-at-home mom. Then around 2010, Jeanine became a preschool teacher at KinderCare for three years.
In 2013, Jeanine was given the opportunity to work part-time for Cardenas Insurance Services. She started from scratch and did some back-end work for benefits, accounting, and some commercial and personal lines. Her interest in the insurance industry made her want to learn more about benefits insurance until she obtained her Life, Accident & Health license in 2019.
Jeanine is a proud mother of three children. On her off time, Jeanine enjoys hiking, watching movies, going to horror events, and looking for new experiences to try out with her children. She also enjoys reading, watching football, hockey, and playing Rummikub and Scrabble.
Benefits Account Manager
909-718-8152
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Jo Albertson
Jo Albertson is a Benefits Account Manager at Inszone Insurance Services, joining the company on October 2024 after the merger with Southerland & Associates. Jo has been a consultant and licensed agent with Southerland & Associates since 2000, bringing over two decades of experience in helping individuals and businesses navigate their health insurance needs. Prior to her career in insurance, Jo was a Health Care Practitioner, where she recognized that many individuals, particularly as they age, had not addressed their health insurance needs. She assists clients in implementing various insurance programs, providing them with a comprehensive plan and peace of mind that comes with knowing they are properly insured.
Jo’s diverse background in both healthcare and business development has greatly influenced her approach to benefits management. Her prior experience as a Business Development Manager for Select Medical in Central Texas, where she promoted outpatient physical therapy services, has given her an in-depth understanding of the healthcare landscape. Additionally, Jo’s entrepreneurial experience owning a Wellness Company in Dallas, Texas, where she offered services such as massage therapy, nutritional consulting, yoga, and Animal Massage, helps her connect with clients in a meaningful way. Jo’s passion for helping others, combined with her extensive knowledge, makes her a valuable resource for her clients.
In her spare time, Jo enjoys spending time outdoors, especially tending to her gardens. She is also passionate about animals and has volunteered with nonprofit organizations such as Heart of Texas Lab Rescue and PAWS Animal Shelter.
Benefits Account Manager
512-798-8980
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Joel Stoffel
Joel Stoffel is a Benefits Account Manager at Inszone Insurance Services, joining the company in October 2024. Joel has a background in the property and casualty, life, and supplemental health insurance industries, where he earned several awards for exceptional customer service.
Joel’s passion for helping others drives his belief that building strong relationships with clients is key to providing the best services, ensuring their quality of life is the best it can be.
In his free time, Joel enjoys outdoor activities such as golf and zip-lining. He also loves spending time with family and friends, cooking, and playing with his two cats.
Benefits Account Manager
303-225-6341
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Karen Retzlaff
Karen Retzlaff is a Benefits Account Manager at Inszone Insurance Services, joining the company in November 2023 after the merger with Financial Arts Inc. With over 35 years in the Insurance field, Karen’s diverse experience includes roles in Employee Benefits, Individual Life and Health, and Medicare products. Karen briefly served as a credentialing assistant at a large hospital, adding to her comprehensive industry knowledge.
Karen has witnessed the industry’s evolution from typewriters to the internet and embraces the changes that contribute to her personal and professional growth. Karen’s positive and optimistic demeanor is reflected in her approach to work and life.
In her time off, Karen enjoys spending time with her two wonderful daughters. Karen also has a passion for travel and enjoys immersing herself in a good book. Karen’s extensive experience, adaptability, and positive outlook make her a great asset to the team.
Benefits Account Manager
(219) 987-4438
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Leah Barretta
Leah Barretta is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Interstate Benefits & Casualty Insurance Services. Leah has over three years experience in Small Group & Individual Family Health Insurance and has spent most of her career assisting individuals and families to obtain health benefits through the Covered California Exchange.
Leah earned both her bachelor’s degree in Liberal Studies and Master of Education in Cross-Cultural Teaching, from the National University. She taught high school history for three years and the following three years was a substitute teacher. Daily, Leah continues to use her education background to develop strong working relationships with those in need of health and medical insurance. Her extensive background in mentoring and explaining how systems work are her specialty, especially to someone unfamiliar with the language of individual and family health insurance.
On her off time, she enjoys listening to podcasts, reading history, biographies, and spending time with family – specifically her young niece.
Benefits Account Manager
530-491-5492
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Lon Luna
Lon Luna is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in July 2024 after the merger with Erickson King Financial Services.
Lon graduated from Mankato West High School and earned an Architectural Drafting Degree in 1986 in Mankato, MN. In 2001, Lon and his family relocated to Colorado Springs. Prior to joining Erickson King, he amassed 31 years of experience in the printing industry, with a focus on management and customer service. Throughout his career, Lon has consistently demonstrated a strong work ethic and dedication to meeting client needs.
From 2011 to 2016, Lon helped young people as a Training and Executive Officer in The Young Marines Program. The program teaches leadership and teamwork and encourages a drug-free lifestyle. Lon also enjoys managing different types of accounts in the insurance sector.
In his free time, Lon and his wife Beverly enjoy biking, golfing, hiking, and tackling home improvement projects together. Lon’s enduring passion is building N scale model train layouts.
Benefits Account Manager
(719) 304-2257
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Lynn Triolo
Lynn Triolo is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in June 2024. Lynn has an impressive educational background, obtaining her Associate in Accounting from Robert Morris College, her Bachelor’s in Business Management from Lewis University, and a Master level certificate in Financial Trading and Practices from St. Xavier University. Throughout her career, she has excelled in the insurance industry, specializing in various types of insurance at companies like Waddell & Reed and Hruska Insurancenter.
Lynn’s family has owned Triano’s Pizza in Chicago for over 40 years, with her son opening a new location in Lombard. Professionally, Lynn prioritizes excellent customer service, using her understanding of the challenges business owners face to exceed client expectations, build strong and trustworthy relationships, and treating clients with respect and care.
In her free time, you can find Lynn spending time with family and friends, especially at their lake house in Michigan. She enjoys traveling, boating, and water sports, and volunteers with the National Ovarian Cancer Coalition and is inspired by her mother’s 30-year survival. She is married with two children, a son and a daughter, and cherishes being a grandmother to her family’s next generation.
Benefits Account Manager
(847) 230-3318
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Lynne Erickson
Lynne Erickson is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in July 2024 after the merger with Erickson King Financial Services.
Lynne has a background in various roles and joined Erickson Financial Services, Inc. in 2000. She served as Operations Manager, HR Administrator, Broker, and Account Manager. Lynne earned her BSBA in Marketing from UCCS in 1989. Before transitioning to the health insurance sector, she worked at Oracle Corporation as a Technical Analyst and gained customer service experience at Current Inc. and AMI Industries.
During her time at Erickson Financial Services, Inc., Lynne developed systems to enhance operational efficiency and customer experience. She managed the company’s website and oversaw benefit administration systems.
In her free time, Lynne enjoys trying out new recipes and baking. She loves spending time with her two grown children, prefers the summer season, and finds relaxation in gardening.
Benefits Account Manager
(719) 304-2254
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Marcella Delorie
Marcella Delorie is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Cabrera Insurance & Financial Services. With over two decades of experience in customer service, Marcella is a pronounced professional in the customer service field. Her experience in the field has provided her with valuable skills that she uses daily in helping her clients with their benefits insurance needs.
On her off time, Marcella enjoys spending time with her family and adventuring outdoors with her boyfriend.
Benefits Account Manager
480-591-6913
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Michael Kirsch
Michael Kirsch is a Benefits Account Manager at Inszone Insurance Services, joining the company in August 2022 after the merger with Kirsch Insurance Group. With a proven track record of delivering tailored insurance solutions, Michael has quickly become a trusted advisor for his clients.
Having grown up in a family with a rich tradition in the insurance industry, Michael possesses a deep understanding of various insurance products and coverage options. This knowledge makes him an invaluable resource for his clients, as he can offer reliable advice tailored to their specific needs.
Michael’s genuine passion for helping others and his unwavering commitment to providing dependable insurance solutions set him apart as an outstanding agent. He prioritizes his clients’ wellbeing and peace of mind, ensuring they receive comprehensive coverage that best aligns with their individual circumstances.
During his free time, Michael values exploring diverse interests and maintaining a balanced lifestyle. He firmly believes that personal growth and wellbeing are vital components for excelling in both his career and personal endeavors.
Benefits Account Manager
(303) 397-7830
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Orlando Wilson
Orlando Wilson is a Benefits Account Manager at Inszone Insurance Services, joining the company in December 2024. He graduated from Carthage College in Kenosha, WI, with a double major in Business Administration and Marketing. Licensed as a Life, Health, Property, and Casualty Broker, Orlando has been working in the individual insurance and financial industry since 2004. Over the years, he has specialized in Life Insurance while also selling Individual Health, Dental, Vision, Disability, and Long-Term Care coverage.
Orlando believes that the key to his success is his commitment to leaving every client better than he found them. His focus on consumer education ensures that clients fully understand their coverage options, empowering them to make informed decisions. To him, building trust and providing knowledge is far more important than simply making a sale.
In his personal time, Orlando enjoys shooting pool in his BCA/ACS League and coaching AAU youth basketball for his son Omari’s teams. When he’s not involved in sports, he loves spending quality time with his wife, Liesl, and their three children, Cameron, Omari, and Kai.
Benefits Account Manager
(847) 230-3306
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Patty Monasterio
Patty Monasterio is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in January 2023. She attended Claremont High School then Citrus College. She began her own business in 1989, promoting and organizing fashion shows for local family-owned dress shops. She joined the Blue Cross family in 1999, where she began her career in healthcare. In 2007, she started working at Kaiser Permanente, where her passion to assist employers and employees with their benefits became an obsession. Patty is a writer who has authored books that have been transformed into workshops. She has served as a Youth Minster, and her favorite charity is St. Jude’s Children’s Hospital.
Patty lives by the mantra of always doing what is best for the customer; by tailoring benefits to the needs of the customer and educating employees on how to choose the best benefits for themselves and their families.
Benefits Account Manager
(909) 718-8153
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Raymond Cruz
Raymond Cruz is a Benefits Account Manager at Inszone Insurance Services, joining the company in December 2022. Raymond has over 1 decade of experience in the medical and health industry, including insurance where he has previously served as a benefits consultant, marketing, and promotions manager. He was an Account Executive with his past agency and involved in all aspects of the agency operations – including sales, marketing, and supporting existing clients through a variety of services. Raymond is a graduate of California State University of Fullerton and received his B.S. in political science. Raymond’s primary responsibility and focus is on identifying opportunities with prospects and new clients and build them into long-term relationships.
In his off time, he enjoys playing basketball, playing guitar, reading, watching movies and spending quality time with friends and family.
Benefits Account Manager
(714) 676-8286
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Rhonda Smith
Rhonda Smith is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in July 2024 after the merger with Erickson King Financial Services.
Rhonda Smith started in insurance after working in customer service for ten years. Now, she has four years of experience as an account manager. She’s skilled at managing client accounts and providing tailored insurance plans that meet their needs. Rhonda is known for building strong relationships with clients and making sure they’re happy and loyal. She believes in always acting professionally and with integrity, which shows in her work as she strives for excellence in insurance.
Apart from her work commitments, Rhonda is passionate about giving back to her community. She volunteers with a local charity called Love Your Neighbor and dedicates time during the school year as a team mom, organizing events and fundraising for sports teams.
In her free time, Rhonda likes outdoor activities and family fun like movies, bowling, and swimming. She’s a devoted wife and mom to two teenage boys who are into sports. Her oldest got a track scholarship to UCCS, and her middle son plays sports in high school. She also enjoys time with her eight-year-old daughter, who loves dancing and singing.
Benefits Account Manager
(719) 304-2252
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Robert Rider
Robert Rider is a Benefits Account Manager at Inszone Insurance Services, joining the company in October 2024. He holds a Bachelor of Science with a focus in International Business and a Master of Business Administration with a minor in Economics. With over 11 years of experience in the insurance industry, Robert spent 7 and a half years as a Broker Tech Support team member, Business Analyst, and Program Manager with Anthem Blue Cross. Prior to joining Inszone, he also worked at two other agencies for a combined four years. He is currently looking to earn his Project Management Professional (PMP) certification within the next year.
Robert is passionate about using his extensive background in business analysis and program management to support clients and streamline processes. His analytical approach, paired with a strong understanding of benefits and client service, allows him to develop efficient, customized solutions that meet the evolving needs of his clients and team.
Outside of work, Robert enjoys writing and composing music, creating both classical and digital art, reading, working out at the gym, taking spontaneous long road trips, and supporting the NFL. He is also committed to giving back to the community through volunteering, including feeding the homeless and delivering food to the elderly.
Benefits Account Manager
(805) 507-8228
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Scott Stiverson
Scott Stiverson is a Benefits Account Manager with Inszone Insurance Services. He joined the Inszone team in March 2022 with 30+ years of experience in Life, Health, Annuity, and Medicare insurance.
After a summer job processing applications in a family-owned insurance agency in San Diego, in 1988 he took a job for an FMO in Newport Beach, CA recruiting agents to sell life insurance and long-term care. Among his duties were agent training, providing quotes, in force ledgers, and carrier liaison for offshore products for high-net-worth international clients. In 2005 he took that knowledge and experience into the sales field as an independent broker. He enjoys taking time educating his clients and helping them choose the best plan that meets their needs.
Scott got married in Lake Como, Italy and currently resides in the Temecula Valley with his wife. In his off time, he enjoys golf, horse racing, bowling, and watching the Kings play hockey. Even though he bowled a perfect 300 in 2019, he is still waiting for that ever-elusive hole-in-one to complete the Daily Double!
Benefits Account Manager
951-284-4870
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Tracy Kruempel
Tracy Kruempel is a Benefits Account Manager at Inszone Insurance Services, joining Inszone in May 2024. She has a bachelor’s degree in business management with a minor in art from the University of Iowa and a master’s degree in human resources and organizational development from Eastern Michigan University. Tracy served as President of her chapter’s Society for Human Resources Management (SHRM) and has been recognized by Phi Kappa Phi and Beta Gamma Sigma for her academic achievements.
With over a decade in employee benefits, Tracy excels in improving benefits for clients and their employees. Renowned for her attentive listening and initiative-taking approach, she ensures seamless plan operations. Her passion for health insurance was sparked during her tenure at JS Clark Agency.
In her free time, Tracy cherishes moments with loved ones, including her two sons, Nathaniel and Conner. She delights in beach outings, walks, travel, artistic pursuits, and engaging in local community events.
Benefits Account Manager
(847) 719-7864
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Personal Lines
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Jessica Shipley
Jessica Shipley is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in August of 2024. Born and raised in Idaho, Jessica has a deep passion for insurance and enjoys helping others understand its complexities. She is currently pursuing her BA in Business Management at the University of Phoenix, with plans to graduate in March 2025. Following that, she aims to continue her education by earning her MA in Marketing. Jessica is driven to show her children that it’s never too late to improve yourself and make a positive impact, encouraging them to pursue their dreams without giving up.
Jessica is married and a proud mother of four amazing children. She loves supporting her kids in their extracurricular activities and spending time outdoors with her family, especially exploring the mountains. She and her husband also enjoy attending concerts together.
When she’s not working or with her family, Jessica is actively involved in community service, often participating in food fundraisers and other local projects. She is an active member of both the Pocatello Chamber of Commerce and the Pocatello Rotary Club.
Personal Insurance Specialist
(208) 775-0605
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Amy Garland
Amy Garland is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in September 2023 after the merger with Dina King Insurance. With over 30 years of experience in the insurance industry, Amy specializes in Personal Lines, showcasing her profound expertise and unwavering dedication.
Amy’s dedication lies in delivering exceptional customer service, emphasizing integrity and a personalized, consultative approach to meet clients’ unique needs. She takes pride in fostering meaningful relationships cultivated over the years and ensuring that clients receive the best coverage for their needs.
In her time off, she enjoys spending quality time with her family and friends, as well as indulging in her passion for travel.
Senior Personal Insurance Specialist
(214) 580-1662
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Ana Bourne
Ana Bourne is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in May 2024 after the merger with Cascade Insurance Center. Ana previously served on her agency’s Personal Lines team starting in 2020. Hailing from the scenic Oregon coast in Waldport, Ana has been a lifelong Oregonian until her relocation to Bend in 1988.
With a passion for continuous learning, Ana thrives on exploring new hobbies and interests. Her extensive background in early childhood development empowered her to successfully own and operate an in-home childcare business for over twenty-one years. Ana looks forward to assisting both new and existing customers with their home and auto insurance needs.
Ana and her husband Nolan are proud parents to two daughters, Katarina and Lydia. In her free time, Ana cherishes spending quality time with her family and their beloved dogs, Hazel and Chewie. An avid crafter and artist, Ana finds joy in various creative pursuits, including rock-painting, gardening, flower-arranging, and canning.
Senior Personal Insurance Specialist
(541) 848-6066
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Angelica Castellon
Angelica Castellon is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services. A licensed California Property and Casualty Agent with a focus on personal lines, Angelica has been in the insurance industry since 2016. Prior working in the insurance industry, Angelica worked in customer service and sales for 17 years, with 13 of those years devoted to the banking industry. Her transition into insurance gave her the opportunity to focus on client needs and building relationships. Angelica is always open to challenges and she is excited to bring her knowledge and work ethic to a new challenge.
Angelica is currently working towards her designation as a Certificated Insurance Service Representative.
Angelica joined Inszone in May 2021 after the merger with Williams Insurance Services, Inc.
On her time off, Angelica enjoys reading, gardening, boating and camping with her husband and two children.
Senior Personal Insurance Specialist
760-547-2120
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Anne Bothe
Anne Bothe is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in February 2024 after the merger with JHC Insurance Agency. Her journey into customer service began after she graduated high school in 1984 when she joined the Army and served as a paramedic until her honorable discharge in 1991, earning several commendation medals.
In 1998, Anne began her career in Advertising Sales, where she developed a passion for assisting customers and her community. Transitioning to the insurance industry in 2006 and later joining her previous agency in 2012, she continued her commitment to providing exceptional service.
Anne attributes her strong work ethic, morals, and dedication to customer care to her military experience. She believes in treating her clients with honesty and integrity, fostering trust, and improving retention rates within the agency.
In her time off, Anne enjoys spending time camping, fishing, and hunting with her husband Carl and their two mini schnauzers, CoCo and Nellie. They also volunteer for the Victoria Livestock Show on the Swine Committee, supporting local FFA and 4H members with their market hog projects each year.
Senior Personal Insurance Specialist
(361) 223-7044
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Ashley Lozano
Ashley Lozano is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in March 2023 after the merger with Corbett & Associates Insurance Agency. With over seven years of experience in the insurance industry and a decade spent managing a family-owned restaurant, Ashley brings a wealth of customer service expertise, professionalism, integrity, and a dedicated “customer-first” approach to her role today.
Family plays a central role in Ashley’s life. Her high school sweetheart and her are proud parents of three children and a French Bulldog named Lala. When not attending family or school events, she and her daughter enjoy playing cards with her grandmother. Much like her own commitment to her family, Ashley is devoted to ensuring the safety and security of her clients by offering high-quality insurance coverage through Inszone.
Senior Personal Insurance Specialist
(805) 497-3525
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Audra Ritter
Audra Ritter is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in March 2024 after the merger with T Blackwell Insurance Group. With over nine years of industry experience, Audra is dedicated to helping families protect what matters most to them. Her commitment to excellence has earned her prestigious awards, including the 2019 Travelers Insurance S.T.A.R. award and the 2023 Safeco Insurance’s Award of Distinction as Producer of the Year.
Audra believes in getting to know her clients personally, tailoring solutions to their unique needs. She values building relationships based on trust and integrity.
Audra is a devoted wife and mother, prioritizing family time. She also volunteers for animal rescue organizations and enjoys fostering dogs. In her free time, she loves exploring new places with her husband and relaxing on weekends along the scenic coast of Texas.
Senior Personal Insurance Specialist
(210) 651-3715
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Audrey Montgomery
Audrey Montgomery is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in December 2024 after the merger with Texas Classic Insurance Agency. With nearly 5 years of experience in Property and Casualty Insurance, Audrey has built a strong foundation in the industry, gaining valuable insights into the needs of her clients.
Audrey is passionate about providing exceptional service and helping her clients find the best coverage for their needs. Her dedication to her career and her clients ensures she can offer expert guidance and tailored solutions, contributing to her team’s success and client satisfaction.
In her free time, Audrey enjoys staying active, from rock climbing to cycling and everything in between. She also loves relaxing with family and friends, especially when there’s a good game night involved.
Senior Personal Insurance Specialist
(817) 279-7200
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Brandon Valdez
Brandon Valdez is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in November 2024 after the merger with Loft & Co. He has been in the insurance industry since 2005, starting in claims with Safeco and advancing through various adjuster roles. After the Safeco claims office relocated, Brandon transitioned to the agency side, working with Safeco Gold for five years before finding his calling at Loft & Co and Inszone.
Brandon is passionate about helping clients navigate their insurance needs with confidence, drawing on his extensive experience across both claims and agency roles to deliver exceptional service.
In his spare time, Brandon enjoys watching Colorado Avalanche hockey, playing ice and roller hockey, and taking road trips with his wife Jackie, their 15-year-old son, and their two chihuahuas to explore unique attractions and landmarks.
Senior Personal Insurance Specialist
(303) 365-5877
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Brenda Luna
Brenda Luna is a Senior Personal Insurance Specialist at Inszone Insurance Services. Originally, Brenda was as an Insurance Agent/Motorcycle Insurance Specialist for Full Cycle Insurance for almost three years.
Brenda joined Inszone in December 2020 after the merger with Full Cycle Insurance.
In her leisure, Brenda enjoys writing poetry and spending time with her boyfriend, sisters, and daughters.
Senior Personal Insurance Specialist
480-755-5296
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Britney Teeters
Britney Teeters is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in December 2024. She has been in the insurance industry for 27 years, starting her career at Mercury Insurance in Brea, CA, right after high school in 1998. Britney began in the billing department before transitioning to the agency side, where she became an agent and worked her way up to operations management. In 2020, she decided to return to her roots in sales, bringing her extensive experience and deep industry knowledge to better serve her clients.
Britney is known for her attention to detail and dedication to providing exceptional customer service. She believes that a client can hear a smile through the phone and takes pride in creating positive experiences. She values trust and integrity, ensuring deadlines are met and clients are kept informed every step of the way. Britney also believes in building strong relationships with her clients, adding a personal touch that fosters trust and leads to lasting connections and referrals.
In her off hours, Britney enjoys strength training 4-5 times a week and has recently taken up pickleball. She loves the outdoors, especially spending time in the mountains and at the beach. She has also volunteered at the Houston Food Bank and is passionate about giving back to the community.
Senior Personal Insurance Specialist
(713) 933-1148
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Candy Saravia
Candy Saravia is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in April 2024 after the merger with A&B Insurance. With over 30 years of experience in the insurance industry, Candy specializes in Personal Lines, bringing a wealth of knowledge to her role.
Candy enjoys working one-on-one with each client to customize their insurance coverage to meet their unique needs. Her excellent organizational skills, ability to retain client relationships over decades, outstanding customer service, and loyalty to her clients demonstrate her genuine desire to be of assistance.
In her time off, Candy enjoys reading, gardening, going to the beach, and spending quality time with her family and her adorable Border Terrier, Bella.
Senior Personal Insurance Specialist
415-491-7882
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Christa Anderson
Christa Anderson is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in August 2024 after the merger with Anixter & Oser Inc. With over two decades of experience in the insurance industry, Christa has been serving clients since 2002. She is known for her dedication to providing exceptional customer service, building strong client relationships, and ensuring that each client’s unique needs are met with personalized attention and care.
Christa’s strong work ethic and organizational skills have been key to her success in the industry. She is passionate about making sure her clients receive the best coverage and service possible, always striving to exceed their expectations and maintain their trust.
In her free time, Christa enjoys spending time with her husband and participating in outdoor activities like biking, kayaking, camping, and off-roading. She also loves visiting Washington, D.C., where she and her husband often travel to see their daughter.
Senior Personal Insurance Specialist
(707) 434-1361
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Craig Baumgartner
Craig Baumgartner is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in January 2024 after the merger with Tri-Cities Insurance Professionals. A graduate in Risk Management & Insurance from Washington State University in 1999, Craig boasts over 25 years of experience in customer service and sales, including 12 years of owning and managing his previous agency.
Throughout his insurance career, Craig has received recognition and awards for sales leadership and assisting carriers in researching products and continuity. He is thrilled to be a part of Inszone, eager to continue growing and serving his clients. Craig’s approach centers on making people feel comfortable and confident, emphasizing his dedication to working for and with them.
Outside of work, Craig is passionate about coaching and training boys and girls youth basketball. He enjoys traveling on cruise lines, visiting the world’s largest entertainment parks, and regularly attending Washington State University athletic events with family and friends. Go Cougs!
Senior Personal Insurance Specialist
(509) 380-5980
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Cynthia Warner
Cynthia Warner is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in March 2023 after the merger with Corbett & Associates Insurance Agency. Prior to joining Inszone, Cindy explored a variety of fields. She started her career as an underwriter in 1991 and later joined the insurance industry as an account executive and agent. Throughout her career, she has always made service her top priority, setting the bar high for exceptional service. Her unwavering dedication to helping clients is evident in everything she does, and she consistently goes above and beyond to ensure their needs are met. Known for her expertise and professionalism, she is always ready to assist and answer questions. Overall, Cindy’s commitment to excellence and outstanding service makes her an asset to her colleagues and the industry.
In her free time, she enjoys spending time with her furry friend, Iggy the cat, and indulging in a good book. While she has a soft spot for animals, her passion for shopping is undeniable.
Senior Personal Insurance Specialist
(805) 496-5443
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Daniel Ruvalcaba
Daniel Ruvalcaba is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in January 2024. With over 11 years of experience in the insurance industry, primarily in Anaheim and now expanding into the Desert area, Daniel prioritizes customer satisfaction above all else. He has received recognition for his exceptional customer service for five consecutive years, reflecting his dedication and positive attitude.
Daniel’s strengths include his upbeat and can-do approach, which greatly enhances his interactions with clients.
In his free time, Daniel enjoys spending quality time with family and friends, making the most of it even if it’s just a movie night.
Senior Personal Insurance Specialist
(714) 881-3677
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Dawson Neddo
Dawson Neddo is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in March 2024 after the merger with T Blackwell Insurance Group. A graduate of Samuel Clemens High School, Dawson brings a wealth of experience and expertise to his role. With a solid foundation in customer service cultivated over four years and a year specializing in insurance, Dawson is dedicated to ensuring his clients receive the best coverage possible.
His passion for cars drives his understanding of auto insurance intricacies, allows him to offer personalized solutions tailored to his clients’ needs. In his time off, Dawson enjoys gaming, hiking, watching anime, and spending time with his beloved bearded dragon, Kurama, of eight years.
Senior Personal Insurance Specialist
(210) 651-3715
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Deb Davidson
Deb Davidson is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in May 2024 after the merger with Cascade Insurance Center. Her journey in the insurance industry began in 2010 when she started as a receptionist at her previous agency, progressing to become a Personal Lines Agent in 2016 and eventually the Personal Lines Department Manager in 2019.
Born in Pendleton, OR, Deb moved to Troutdale, OR in 1974 and attended Columbia High School and Mt. Hood Community College. In 1982, she settled in Bend, OR, where she met her husband, Gary, whom she married in 1989. Gary is a proud veteran, serving an impressive 39 years in the military. You can often find them participating in the Bend Veterans Day Parade, driving various military vehicles.
Deb and Gary share a love for the Oregon Coast, car races, and shooting sporting clays and trap. However, Deb’s top priority is her clients, whom she values immensely. She provides exceptional customer service and builds strong relationships to ensure that her clients’ assets are properly covered.
Senior Personal Insurance Specialist
(541) 382-1422
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Debra Hengst
Debra Hengst is a Senior Personal Lines Specialist at Inszone Insurance Services, joining the company in August 2024 after the merger with San Antonio Insurance Services. Her career in insurance began in 1976 as a Vocational Office Education student, where she worked as a file clerk at St. Paul Insurance Company during high school. Impressed with her work ethic, her supervisor offered her a full-time position upon graduation, starting her 40-year journey in the industry. Although she briefly left to work on horse ranches in the Dallas/Fort Worth area, Debra returned to San Antonio and resumed her insurance career, thanks to the mentorship of Tom Moore, an agency owner who helped her gain experience in various roles.
Debra’s diverse background includes a passion for rodeo, fishing, and hunting, which led her to join Bassmasters, a national bass fishing organization. She competed as a touring professional across the U.S., placing in several tournaments and even winning a boat. Her success attracted sponsorship offers from national organizations. Additionally, Debra is deeply involved in animal welfare, serving as a certified TNR (Trap-Neuter-Return) advocate for feline rescues and managing her own colony as well as being a wildlife rescuer. She is also a dedicated volunteer with the American Cancer Society, participating in annual fundraisers since 2022.
In her free time, Debra enjoys caring for animals and spending time outdoors. Known affectionately as “Snow White” for her love of animals, she finds fulfillment in her community involvement and outdoor adventures.
Senior Personal Insurance Specialist
(210) 342-0802
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DeEtte Wiberg
DeEtte Wiberg is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in July 2021, after the merger with Strachota Insurance Agency, Inc. DeEtte has been in the insurance industry since 1985 and has always treated her clients the way she expects to be treated. Her favorite part of being an insurance professional is building relationships with her clients and providing them with top-notch quality customer service.
On her off time, you will find her spending time with her family, at home with her dog Rudy, gardening, or going to historical sites and museums.
Senior Personal Insurance Specialist
951-284-4868
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Elizabeth Brannon
Elizabeth Brannon is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in December 2024 after the merger with Texas Classic Insurance Agency, Inc. Elizabeth holds an associate’s degree in arts from Weatherford College, where she graduated with honors and was a member of the Phi Theta Kappa Honor Society. She has been a licensed Property & Casualty agent for 15 years, specializing in personal lines and ensuring her clients receive comprehensive coverage tailored to their needs.
Elizabeth is passionate about taking the time to ensure her clients understand their insurance coverage and feel comfortable with their choices. She prides herself on being patient and attentive, always aiming to build strong relationships by understanding the individual needs of her clients and providing the protection they deserve.
When she’s not at work, Elizabeth enjoys spending time with her kids and grandkids, scrapbooking, reading, working in her garden, and volunteering at her church. She is also involved in the Hood County Christmas for Children program, which reflects her deep commitment to giving back to her community.
Senior Personal Insurance Specialist
(817) 279-7200
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Emma Call
Emma Call is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in March 2024 after the merger with T Blackwell Insurance Group. With a steadfast presence in the personal line’s insurance realm since 2020, Emma is dedicated to providing exceptional service, ensuring clients receive the support they need. Handling policy inquiries and updates, Emma serves as a reliable point of contact for all insurance matters, prioritizing client satisfaction and transforming routine interactions into meaningful connections.
Emma celebrates victories in exceeding expectations and leaving clients satisfied, with her focus on building relationships and creating positive experiences for those she serves. Staying ahead of the curve, Emma actively engages in workshops and training to expand her knowledge for better client service, continuing to make a positive impact by providing security and peace of mind to individuals and families.
In her free time, Emma enjoys spending time with her family, her animals, and nature.
Senior Personal Insurance Specialist
(210) 651-3715
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Emma Heaverlo
Emma Heaverlo is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in September 2023 after the merger with Butler Insurance Services Inc. Born and raised in Boise, Idaho, Emma has always been passionate about being part of the family business and is thrilled to continue her journey with Inszone.
Since the age of 5, dance has been Emma’s true passion. Having competed for a significant part of her life, she has achieved four national titles in her dance career. Currently, she uses her love for dance by coaching Middleton High School’s dance team, an experience she absolutely adores.
In addition to her dedication to dance, Emma is pursuing her studies in criminal justice at the University of Idaho. Emma’s goal is to support and assist victims of sexual assault and domestic violence, showcasing her dedication to making a meaningful impact in the lives of others.
Senior Personal Insurance Specialist
(208) 321-0081
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Ginny Richardson-Meether
Ginny Richardson-Meether is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in November 2024 after the merger with Loft & Co. Ginny brings over 14 years of experience in the insurance industry, following a successful 25-year career in agriculture with Farmland Industries and Land O’Lakes. Her professional journey has been guided by her philosophy that exceptional service and genuine care for clients set great agents apart. Ginny’s dedication to her customers has fostered strong, lasting relationships, with many of her clients following her across different agencies.
Ginny is passionate about delivering personalized service to her clients. Known for her thoughtful approach, she takes pride in ensuring her clients receive insurance solutions tailored to their unique needs. She also goes the extra mile to show appreciation, including baking and delivering homemade cinnamon rolls to her clients during the holiday season. Ginny is deeply committed to supporting her local community through charitable efforts, such as her contributions to Pheasants Forever, which promote conservation and habitat restoration in Iowa.
In her free time, Ginny enjoys spending time with her family, including her two children, Amy and Andrew, and her husband, Mike. She is an avid Kansas City Chiefs fan and cherishes her unforgettable experience of attending the Chiefs’ Super Bowl victory in 2020. When not watching football, she loves caring for her six dogs, working in her yard, and collecting antiques like Red Wing Crocks and Butter Churns. Ginny’s passion for helping others and her drive to create meaningful relationships make her an invaluable member of the Inszone team.
Senior Personal Lines Insurance Specialist
(515) 348-5552
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Jackie Morales
Jackie Morales is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in May 2023 after the merger with Speck Insurance. She attended Lee High School for her high school education. Jackie is licensed in Property & Casualty and has been working in the insurance industry for over a decade, specializing in Personal Lines. She takes great pride in her abilities and responsibilities as an agent, guiding each of her clients through their questions and providing them with the best products and knowledge to meet their needs. Jackie is also bilingual and a member of Iglesia Biblica La Luz Church.
Jackie is a proud mother of four children. During her time off, she enjoys cooking, listening to music, watching movies, and spending quality time with her family.
Senior Personal Insurance Specialist
(713) 467-1100
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Jackie Whitaker
Jackie Whitaker is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in November 2024 after the merger with Loft & Co. Jackie began her insurance career in 2001 and has worked exclusively with independent agencies, aside from a brief stint with Allstate. With over two decades of experience, including seven years as a senior manager at a previous agency, Jackie brings a wealth of knowledge and expertise to her role. She also holds a certificate in Information Technology from a business school in California, enhancing her ability to integrate technology into her work.
Jackie is passionate about building strong relationships with her clients and delivering personalized insurance solutions to meet their unique needs. Her extensive experience and dedication to providing excellent service ensure her clients receive the guidance and care they deserve.
In her free time, Jackie enjoys spending quality time with her children and grandchildren, watching sports, and relaxing with movies. She also aspires to support charitable organizations such as the American Cancer Society, the John Ritter Foundation for Aortic Health, and the Alzheimer’s Association, reflecting her commitment to making a positive impact both personally and professionally.
Senior Personal Lines Insurance Specialist
(405) 600-9219
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Jade Mai
Jade Mai is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in August 2024 after the merger with Snapp & Son Insurance, Inc. With extensive experience in the insurance industry since 1992, Jade began her career at Insurance Services Network and later excelled as a top seller for Encompass Insurance. In November 2017, she became a producer for Snapp & Son Insurance, Inc., where she worked closely with client files through policy modification and cross-selling efforts.
Jade is passionate about helping clients understand their coverage and ensuring they are properly insured. Her bilingual skills in Vietnamese allow her to effectively communicate with a diverse clientele, providing personalized solutions and support.
In her free time, Jade enjoys spending time with her two grandsons and family.
Senior Personal Insurance Specialist
564-209-5139
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James Tarvis
James Tarvis is a Senior Personal Insurance Specialist at Inszone Insurance Services. James joined Inszone in February 2022 with more than two decades of experience in customer service and sales. A licensed producer, James is excited to expand his insurance knowledge and help share what he learns to help benefit everyone at Inszone and the customers he serves. James takes pride in his friendly attitude and desire to always provide the best service to his clients. If you are looking to protect your assets, James is always willing to lend a helping hand with your insurance needs.
On his time off, James enjoys reading books, eating at restaurants, playing video games, and exploring new or unique food experiences.
Senior Personal Insurance Specialist
916-567-3796
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Jason Ocampo
Jason Ocampo is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services, joining Inszone in October 2023. With an impressive 9 years of experience in the Insurance Industry, Jason is always eager to expand his knowledge of new products and is committed to delivering the best service possible in every interaction.
Known for his positive work attitude, Jason thrives on staying busy and helping as many people as he can. Jason firmly believes that thoroughly explaining coverage and providing exceptional attention to each customer are key factors in generating referrals and ensuring excellent client retention.
In his time off, Jason enjoys outdoor activities with his friends and family, such as playing baseball with his Sunday League Team on weekends and exploring new cities. Jason also enjoys tent-camping in high altitude mountains with rivers flowing such as Yosemite. Jason’s favorite activity to do is spend quality time with his family in Morelia, Michoacan.
Senior Personal Insurance Specialist
(562) 573-2452
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Jenni Martinez
Jenni Martinez is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in September 2023 after the merger with Butler Insurance Services Inc. With a wealth of experience since 2011 in her previous agency, she is deeply committed to assisting and educating her clients on their insurance needs, particularly in auto, home, and small business insurance.
As a proud single mother of two, Jenni brings a sense of personal understanding and care to her work. In her leisure time, she finds joy in the company of family and friends, often engaging in outdoor activities such as camping and traveling. A passion for photography has also been an integral part of her life for over 10 years, adding a creative dimension to her pursuits.
Senior Personal Insurance Specialist
(208) 775-0600
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John Chisholm
John Chisholm is a Senior Personal Insurance Specialist joining Inszone in July 2024 after the merger with First West Insurance Agency.
Before starting his career in insurance, John attended Orange Coast College with the goal of earning an accounting degree. This ambition led him to work as an accounting assistant at an insurance company, where he gained valuable insights into the insurance industry and decided to become an insurance agent.
With over 25 years of experience in both personal insurance sales and customer service, John takes pride in assisting clients with their insurance needs and ensuring their complete satisfaction. His dedication to fostering a positive insurance experience has helped him build strong relationships with his clients. He excels in organizational skills, communication, and documentation.
In his free time, John enjoys attending Anaheim Ducks hockey games, watching movies, and spending quality time with his family.
Senior Personal Insurance Specialist
(714) 735-7404
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Jose Vidrios
Jose Vidrios is a Senior Personal Insurance Specialist at Inszone Insurance Services. An insurance veteran, Jose entered the Industry in 2007 with his focus on Home and Auto Insurance. With a strong background in personal finance and banking, he was able to transition into his new insurance career seamlessly and was able to bring immediate upside to his new clients as he built his base. Over his career, he has successfully developed several teams, making a positive impact for dozens of insurance professionals and their customers most importantly. Jose has been the recipient of countless top performance awards over the years for his incredible customer service and if you ask any of his clients, they would tell you he’s earned it.
Jose joined the Inszone Team in 2014 and has been the foundation of the Personal Lines Division. Since starting, he has been awarded some of the agency’s highest honors:
Excellence Award – 2016
Agency MVP – 2018In his off time, Jose enjoys traveling, restoring vintage cars and spending time with his amazing family.
Senior Personal Insurance Specialist
916-503-4855
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Josie Andazola
Josie Andazola is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in July 2023 after the merger with Willow Glen Insurance Agency. With a career spanning since 2006 in the insurance industry, she had been serving at her previous agency since 2014. While Josie possesses extensive knowledge and experience in all aspects of insurance, her true passion lies in the personal lines market. Building meaningful client relationships and providing exceptional customer service are aspects of her work that she particularly enjoys. Ensuring top-notch customer service is always a priority for Josie, and she strives to establish strong bonds with all her clients.
In her time off, Josie finds joy in spending quality moments with her husband and three children. They share a love for movie nights and enjoy going on vacations together. Additionally, Josie is a huge Christmas enthusiast, and the holiday season is never far from her thoughts.
Senior Personal Insurance Specialist
(408) 369-9090
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Judy Affeld
Judy Affeld is a Senior Personal Insurance Specialist at Inszone Insurance Services. She has been a licensed insurance agent since 1996 and specializes in all lines of personal insurance. Judy grew up in Southern California and in 2012 she moved to the Bay Area where she continues to serve her clients in both Northern and Southern California. In July of 2021, after the merger with Strachota Insurance Agency, Inc., Inszone happily welcomed her to our team. Judy’s dedication in providing excellent customer service and superior value, along with always putting the needs of her clients first, has allowed her the success of being able to protect her clients from hazards and risks, and with Judy, it’s never a risk to give her a call.
Judy has been happily married for 33 years, has two grown children and two grandsons. On her time off, she enjoys spending time with her family, golfing, hiking, biking, and shopping with her daughter.
Senior Personal Insurance Specialist
951-284-4871
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Karesa Stephenson
Karesa Stephenson is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in May 2024 after the merger with Cascade Insurance Center. With over 25 years of experience in the banking and insurance industry, Karesa brings a wealth of knowledge to her role. She relocated to Bend in 2021 and thoroughly enjoys the dynamic nature of the insurance industry, as well as connecting with clients across Oregon.
Married to her husband, Brad, for over 27 years, Karesa is also a proud mother of four and a grandmother to nine beautiful grandchildren. In her free time, she indulges in her interests such as live music, art, hiking, and camping, embracing the natural beauty and cultural offerings of the region.
Senior Personal Insurance Specialist
(541) 382-5270
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Katherine Falconer
Katherine Falconer is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in August 2023 after the merger with DeVoy Baker Insurance. With over four decades of experience in the insurance industry since she started in 1979, Katherine brings a wealth of knowledge to her role. She graduated from Brookfield (MO) High School in 1977 and attended Central Missouri State University.
Outside of work, Katherine has a love for car shows, even though she doesn’t own a classic car herself. She truly enjoys appreciating the history of automobiles. Another passion of hers is quilting. While she loves quilting, she’s also known for her generosity. Instead of keeping all her quilts, she donates them to various benefits or gives them to people who could use the warmth and comfort, like those who lost their homes to fires or young couples starting a new chapter in their lives. Katherine’s kindness and creativity have touched many lives beyond her insurance career.
Senior Personal Insurance Specialist
(660) 650-0000
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Linette Thoman
Linette Thoman is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in November 2024 after the merger with Loft & Co. With over 20 years of experience in the insurance industry, Linette has worked across personal lines, commercial, life, and health insurance. She earned recognition as a member of the Million Dollar Club at the Insurance Loft after just one year, a testament to her expertise and dedication. Linette also pursued business studies at Des Moines Area Community College (DMACC), further strengthening her professional foundation.
Linette is passionate about fostering strong relationships with her clients and ensuring they fully understand their coverage options. By sharing relatable real-life experiences, she empowers clients to make informed decisions and builds trust that lasts. Her commitment to exceptional service and personalized support sets her apart in the industry.
In her free time, Linette enjoys spending time with her family, including her husband, son with special needs, stepson, and 12-year-old grandson. The family loves boating and exploring the outdoors at their condo at the Lake of the Ozarks, MO. Linette is also an avid sports fan, cheering for the Iowa Hawkeyes with enthusiasm and pride.
Senior Personal Lines Insurance Specialist
(515) 348-5558
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Lisa Newman
Lisa Newman is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Interstate Benefits & Casualty Insurance Services. Lisa began her career in 2006 when she was hired as the agency’s bookkeeper and in 2009, she became a licensed agent specializing in home and auto.
Lisa’s bookkeeping skills naturally transferred her into the policy service part of being an agent. Communication, listening, and attention to detail are her keys to success, and the experience she received has made all the difference to her as she continues to serve her customers as well as her community at large.
Lisa has been a resident of Nevada County since 1989 and has been involved in many community groups. Currently she is the co-founder of the Newman Memorial Foundation which was founded after the loss of her two sons, Ryan and Brett. The Newman Foundation provides scholarships to assist young adults in her community to defray the costs of their first year in college.
On her off time, she enjoys spending time with her grandson, Finn, being a homemaker, serving at her church, making Sunday dinner, crafting, and reading.
Senior Personal Insurance Specialist
530-491-5490
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Maritza Ganime
Maritza Ganime is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services and shares the same passion as her teammates for helping others. She is an active listener, a hard worker, personable and patient with both her team and clients. Maritza values her position and loves getting to know her clients so she can protect everything they’ve work so hard for.
Maritza joined Inszone in November 2021 after the merger with her previous company, Stromsoe Insurance Agency.
On her off time, Maritza enjoys sports, both as a spectator and a participant, camping with her family or spending time in Mexico enjoying the beautiful beaches.
Senior Personal Insurance Specialist
951-239-4488
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Mary Kelver
Mary Kelver is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in May 2024 after the merger with Ask Insurance Brokers.
Before pursuing further education, Mary worked in cosmetology and gained significant experience in clerical and office management. This background proved invaluable in supporting her role at an independent insurance agency. In 2019, she was honored with the “Best of Pueblo” award for being recognized as the top insurance agent.
Throughout her career, Mary has dedicated herself to the customer service sector, a field she deeply cherishes. Her passion lies in building relationships with people, deriving satisfaction from assisting clients and earning their trust.
In their free time, Mary and her husband play golf, which has helped them connect with many potential clients. They’ve joined golf leagues with people from the building industry, contractors, bankers, and others, and it has been great for their business!
Senior Personal Insurance Specialist
(719) 405-0012
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Michelle Cochran
Michelle Cochran is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in November 2024 after the merger with Loft & Co. She holds a Bachelor of Science degree from the University of Northern Iowa. With her educational background and dedication, Michelle takes pride in helping her clients find personalized insurance solutions that align with their unique needs.
Michelle is passionate about assisting her clients in selecting property coverage that ensures they are accurately protected in the event of a loss. Her commitment to understanding and addressing her clients’ needs reflects her dedication to providing exceptional service and peace of mind.
In her free time, Michelle enjoys spending quality moments with her family, including her two middle school-aged children. She loves exploring local parks and stays active with daily walks, prioritizing both family and fitness in her personal life.
Senior Personal Lines Insurance Specialist
(515) 218-1558
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Ruslana Garasimchuk
Ruslana Garasimchuk is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services, joining Inszone in September 2024. Prior to Inszone, she worked with State Farm Insurance for over three years.
In her free time, Ruslana enjoys walking, reading, and spending time with her three sons.
Senior Personal Lines Insurance Specialist
(206) 489-3356
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Sarah Long
Sarah Long is a Senior Personal Insurance Specialist at Inszone Insurance Services. Sarah is based out of the Temecula Valley area and enjoys building new relationships with clients. She became a personal insurance agent to help her clients navigate their policies and offer them peace of mind. Her mission is to ensure a client has the policies to fit their specific needs. She can advise on a multitude of products and services including home, auto and umbrella.
Sarah joined Inszone in November 2021 after the merger with her previous company, Stromsoe Insurance Agency.
On her off time, she enjoys spending time with her family and friends as well as volunteering with local non-profits.
Senior Personal Insurance Specialist
951-239-4490
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Sean Murphy
Sean Murphy is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in September 2024 after the merger with L.A. Bowen Insurance. Sean graduated from Southern Utah University in 2003 with a Bachelor’s degree in Business Management and completed an internship with The Leavitt Group. He has held an insurance producer license since 2003 and has nearly two decades of experience serving clients.
Sean is committed to providing tailored solutions for his clients, drawing on his extensive knowledge of personal lines insurance. His dedication to his profession ensures that his clients receive exceptional service and coverage that fits their unique needs.
In his free time, Sean enjoys outdoor adventures like camping and fishing, cheering on the Green Bay Packers, and spending time with his wife, 3 children, and 2 dogs. Watching his kids play sports and going on family vacations are among his favorite activities.
Senior Personal Lines Insurance Specialist
(801) 437-9834
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Silvia Guardado
Silvia Guardado is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in November 2022. With over two decades of experience and licensing in the insurance industry, she received the Customer Service Representative of the Year award in 2007 and the Retention Conqueror award in 2023. Silvia provides the superior customer service, ensuring her clients feel secure and satisfied with all their insurance needs.
In her free time, Silvia finds joy on the beach, painting, traveling, trying new foods, and spending quality time with her family.
Senior Personal Insurance Specialist
(916) 866-9912
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Stacy Butler
Stacy Butler is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in September 2023 after the merger with Butler Insurance Services Inc. Although originally from the Seattle, Washington area, she now proudly considers Idaho her home state, having moved there with her husband Shane in 1998 after his Navy service.
Stacy brings a solid educational background to her role and is known for taking the time to educate each client thoroughly about their insurance policies and how each policy functions. She places great emphasis on ensuring her clients have a clear understanding.
Stacy and her husband Shane are the proud parents of 3 beautiful daughters and enjoy time with their family and friends boating, traveling, and snow skiing. Together, they are ‘foodies’ and enjoy experiencing Idaho’s local restaurants and all they have to offer.
Senior Personal Insurance Specialist
(208) 775-0602
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Stacy Chatburn
Stacy Chatburn is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in August 2024 after the merger with Snapp & Son Insurance, Inc.
Stacy is an experienced insurance agent who began her career in 1993 at Snapp & Son Insurance after graduating with a Bachelor of Arts degree from the University of Washington in 1992. She holds licenses in Property/Casualty and Life/Disability in Washington State, as well as additional licenses for Oregon, Idaho, California, and Arizona, showcasing her broad range of expertise.
At the start of her career, Stacy worked as a licensed assistant to the agency’s managers, handling key policies and earning the Young Agent of the Year award in 2001. Today, she manages a book of business with over $3 million in premiums and averages $10,000 in monthly sales. As the agency’s Director of Marketing, she helped develop and manage their website and, along with manager Bea Coghlin, contributed to a record-breaking year for sales and customer retention in 2012.
In her personal life, Stacy enjoys spending time with her husband and two children and is actively involved in volunteering at their schools.
Senior Personal Insurance Specialist
(206) 282-3425
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Stacy Long
Stacy Long is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in November 2024 after the merger with Texas Classic Insurance. Stacy’s insurance career began in 1992, and she has been licensed as a Texas Property & Casualty Agent and Life/Health Agent since 1993. With most of her career spent on the agency side, she also has experience in life underwriting and agency recruiting. Stacy attended Texas State University in San Marcos, TX, and brings a wealth of knowledge and decades of expertise to her role.
Stacy is passionate about providing personalized solutions to her clients, ensuring they have the coverage that best fits their unique needs. Her deep understanding of the industry, combined with her commitment to excellent customer service, allows her to build lasting relationships with her clients and help them protect what matters most. Stacy’s involvement in the community further reflects her dedication to helping others.
In her free time, Stacy enjoys spending time at her ranch with her horses, boating on the lake, fishing, and relaxing at her home on the Texas coast. She also loves gardening and staying involved in her local community through the Liberty Hill Chamber of Commerce’s Women in Business committee. She shares her life with her boyfriend, Neil, and their Jack Russell Terrier, who keeps them entertained with her lively antics around the ranch. Stacy also cherishes time with her son, a Texas State University graduate like herself.
Senior Personal Insurance Specialist
(512) 430-4769
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Steve Johns
Steve Johns is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in December 2024 after the merger with UFCU Insurance Services. Steve has been licensed since 1990 and has worked in the agency side, specializing in property and casualty sales and service for most of his career. He graduated from Leander High School in 1983 and attended Tarleton State University from 1983 to 1986.
Steve strives to offer excellent customer service to his clients and is a strong believer in teamwork with his fellow associates.
In his free time, Steve enjoys spending time outdoors, hunting, and watching his favorite football teams in action. He also spends some of his spare time working for a food pantry at their local church in Jarrell, Texas.
Senior Personal Insurance Specialist
512-421-8143
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Stormy Barrett
Stormy Barrett is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in November 2024 after the merger with Texas Classic Insurance. Born and raised in the small rural town of Ranger, Texas, Stormy began her professional journey at Eastland County Farm Bureau as an office manager in 1998. She transitioned to the role of insurance agent in 2000, working with independent agencies throughout her career. With a focus on personal lines insurance, Stormy also brings knowledge and experience in farm and ranch coverage as well as small commercial insurance accounts.
Stormy is passionate about building strong relationships with her clients and helping them secure coverage that protects their families, homes, and businesses. Her dedication to personalized service, coupled with decades of expertise, ensures that her clients feel confident and well-supported.
In her free time, Stormy enjoys spending quality time with friends and family. She loves outdoor activities such as camping, hiking, RVing, and taking road trips. A lover of live music events, she also looks forward to her yearly cruise vacations with friends. Stormy is deeply committed to her community, serving as a co-leader and volunteer at Stonewater Church in Granbury since 2017. A six-year breast cancer survivor, she is passionate about raising awareness and supporting cancer survivor resources. She actively participates in local initiatives such as Relay for Life, Hood County Cancer Services, and Hood County children’s charity fundraisers. Additionally, she is a proud member of Fabulous Women of Granbury, a group that raises funds for local charities.
Senior Personal Insurance Specialist
(817) 769-2612
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Susan Cochran
Susan Cochran is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in March 2025 after the merger with Munson Insurance Agency. Born and raised in Arkansas City, she graduated from Arkansas City High School, where she was actively involved in the National Honor Society, Yearbook, and athletics, lettering in Volleyball, Basketball, and Softball. Additionally, Susan has been a dedicated member of the Munson Insurance Agency team since 1996, bringing nearly three decades of experience in personal lines insurance.
Susan is passionate about helping clients find the right coverage to protect what matters most. Her long-standing experience and commitment to exceptional customer service make her a trusted resource for individuals seeking personalized insurance solutions.
In her downtime, Susan enjoys fishing, camping, and spending time with family and friends. She has a deep love for animals, especially dogs and horses.
Senior Personal Insurance Specialist
(620) 442-7800
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Tammy Dakan
Tammy Dakan is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in December 2024 after the merger with Texas Classic Insurance Agency. She has over 35 years of experience in client services and management. She has over 10 years of experience as a Senior Property & Casualty Insurance Agent and is also a certified flood specialist in her field.
Tammy is passionate about building strong relationships with her clients and educating them to understand every aspect of their insurance coverage. She values honesty, integrity, and excellent customer service, and her clients appreciate her expertise and the trust she fosters. As a leader and mentor, Tammy has been dedicated to team development and offers her knowledge and compassion to help others succeed.
In her free time, Tammy enjoys spending time outdoors, from gardening and relaxing on the patio to paddleboarding down the river. A lover of the beach, she finds peace in the water and sunshine. Tammy also enjoys her church community and volunteering whenever possible.
Senior Personal Insurance Specialist
(817) 279-7200
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Tessa Mullins
Tessa Mullins is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in September 2023 after the merger with Butler Insurance Services Inc. As a proud Idaho local and Airforce Mom, Tessa brings a deep sense of dedication and care to her role.
With a background encompassing over 20 years in Customer Service and Management prior to entering the insurance industry, Tessa holds a wealth of experience. She specializes in personal and local business insurance, covering a wide range of needs such as Auto, Home, Motorcycle, RV, Watercraft, Commercial Auto, General Liability, Workman’s Comp, and more. Her goal is to help clients understand their insurance and provide them with proper coverage for their unique situations.
In her time off, she finds relaxation and joy in nature exploration, delightful dining experiences with friends and family, or simply curling up with a good book accompanied by her cherished fur baby at home.
Senior Personal Insurance Specialist
(208) 775-0603
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Thandarr Keomorakoth
Thandarr Keomorakoth is a Senior Personal Insurance Specialist at Inszone Insurance Services. joining Inszone in June 2024. He graduated from Weed High School in Weed, California and then continued his studies at Portland State University in Portland, Oregon. Thandarr was a passionate mentor to children and young adults, emphasizing life skills and sportsmanship. He engaged in projects to guide young individuals toward positive life decisions where he was known for his exceptional work ethic and leadership, creating a supportive environment fostering customer loyalty and referrals. Thandarr thrived on competition, maintaining high standards and accountability.
Thandarr has worked for Cost U Less Insurance and Freeway Insurance, where he successfully led sales and management roles for 12 years and managed teams for 11 years. He excelled in office management and specialized in preferred and nonstandard personal lines of insurance. Thandarr received 10 “Best of the Best” awards at Cost U Less Insurance from 2009 to 2021, 5 top-performing office awards, and was twice awarded the Vegas trip prize for top office manager and was named 2007 VP of the Year at Flooring America (Sacramento).
In his free time, he enjoys playing and watching basketball and football. He also enjoys movies, music, and karaoke. Thandarr is enthusiastic about “Game of Thrones” and its spin-offs, especially “House of Dragons.”
Senior Personal Insurance Specialist
(530) 492-0810
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Theresa Fuller
Theresa Fuller is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in March 2024 after the merger with T Blackwell Insurance Group. She holds a degree in Business Administration from Schreiner University, providing her with a solid foundation for her insurance career.
Specializing in home and auto insurance, Theresa is committed to providing clients with tailored coverage that meets their individual needs. Her expertise allows her to navigate policy complexities effortlessly, ensuring clients understand their coverage thoroughly.
Theresa’s dedication to client satisfaction was recognized in 2023 when she received Safeco’s Award of Distinction – Producer of the Year, showcasing her excellence in the field.
In her free time, Theresa finds joy in spending time with her husband and two sons, often enjoying bonding activities like bowling and creating cherished memories with family and friends.
Senior Personal Insurance Specialist
(210) 651-3715
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TJ Bowen
TJ Bowen is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in September 2024 after the merger with L.A. Bowen Insurance. He holds a Bachelor of Science degree in Exercise Science from Brigham Young University, earned in 2007. Since joining L.A. Bowen Insurance in 2009, TJ has specialized in both personal and commercial lines, bringing nearly 2 decades of experience to his role.
TJ is passionate about helping families and businesses find the right insurance solutions. His deep understanding of the industry and commitment to excellence ensure that his clients are well-protected and informed.
In his free time, TJ enjoys hiking, playing basketball, and cheering on his 6 children in their activities. Spending time with his wife and kids is his greatest joy, and he values every moment spent supporting his family.
Senior Personal Lines Insurance Specialist
(801) 437-9832
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Veronica Garibaldi
Veronica Garibaldi is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining the company in September 2023 after the merger with Dina King Insurance. With over a decade of experience in the insurance industry, Veronica specializes in new accounts, policy analysis, and renewal processing. Veronica’s exceptional customer relations skills set her apart as she consistently goes above and beyond to educate her clients, ensuring the protection of their assets. Veronica takes pride in her strong work ethic, determination, adaptability, and bilingualism.
In her free time, she enjoys spending quality moments with her family, which includes her two dogs and two cats. She also finds joy in attending her children’s athletic events and maintaining an active lifestyle.
Senior Personal Insurance Specialist
(214) 580-1670
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Warren Schneider
Warren Schneider is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in December 2024 after the merger with Kouri Insurance Agency. He graduated from Dakota State College with a degree in Economics and began his career in the insurance business in 1974. Warren has been with Kouri Insurance since 2004, bringing decades of experience to his current role.
Warren’s main strengths are his extensive experience, commitment to continuous learning, and ability to relate to people. These qualities allow him to effectively serve his clients, offering them tailored solutions and a high level of expertise. His ability to build strong relationships with clients and colleagues alike makes him an invaluable asset to the team.
During his downtime, Warren enjoys golf and is an avid hunter and fisherman. He is also a supporter of the St. Francis House in Sioux Falls, dedicating time and energy to giving back to his community.
Senior Personal Lines Insurance Specialist
(605) 336-6303
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Wendy Wilmunen
Wendy Wilmunen is a Senior Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in March 2024 after the merger with T Blackwell Insurance Group. With a career spanning back to 2006, Wendy began her journey as the inaugural employee of her agency, specializing in Personal Lines insurance.
Wendy is renowned for her dedication to client education and advisory services, ensuring they understand their insurance coverage comprehensively. She prioritizes personalized customer care, fostering strong connections with clients to safeguard their assets effectively.
Originally from Minnesota, Wendy shares her life with her husband, who is retired from the military. They ventured to and lived in many areas across the United States, eventually settling in the San Antonio area. Beyond her professional endeavors, Wendy continues to nurture her passion for travel and exploration. She cherishes moments spent with her friends and family and indulges in her love for stationary cycling with the competition of online fitness communities.
Senior Personal Insurance Specialist
(210) 651-3715
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Yvette Winsor
Yvette Winsor is a Senior Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company on December 2024, after the merger with UFCU Insurance Services. Yvette’s insurance career began in 2015, after she earned her Texas property and casualty and life insurance licenses. With experience as both a sales representative and a service professional in the insurance sector, she has gained a comprehensive understanding of the industry. Additionally, Yvette is fluent in both English and Spanish, allowing her to connect with a broader range of clients. Yvette graduated from Northern Arizona University with an associate’s degree in AAS and continuously works to expand her expertise to better serve her clients.
Yvette is deeply passionate about building strong relationships with customers and providing valuable guidance to protect them from potential risks. She strongly supports Life After High School courses and mentors young adults who are struggling to complete their high school education. Prior to her insurance career, she traveled to high schools across Texas to speak with at-risk students about the importance of continuing their education, whether at a university, community college, or trade school. Yvette also dedicates her time to volunteering with a Texas-based non-profit organization that rescues, rehabilitates, and rehomes neglected horses.
In her free time, Yvette enjoys hiking, traveling through the Hill Country surrounding Austin, Texas, and listening to live music. Horseback riding is her passion, and she makes it a priority to ride as often as possible. She values the time spent with her family, exploring their hobbies and interests.
Senior Personal Lines Insurance Specialist
(512) 421-8144
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Alejandro Volantin
Alejandro Volantin is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in May 2023. Alejandro graduated from Magnolia High School and pursued further education at the Service Champions Heating & Air Trade School. Bringing extensive sales experience in HVAC systems, Alejandro contributes a wealth of knowledge and expertise to this current role. As a highly skilled and motivated professional, he possesses a strong background in HVAC systems. Alejandro is known for his can-do attitude and is always willing to go the extra mile to ensure customer satisfaction. His combination of technical expertise, sales experience, and positive attitude make him an asset to any team. Alejandro is confident that he will exceed his clients’ expectations and provide them with the highest level of service.
In his free time, Alejandro enjoys staying active and exploring the great outdoors. His favorite activities include running, cliff jumping, and camping. Engaging in these hobbies not only keeps him physically fit but also provides a much-needed break from the demands of work.
Personal Insurance Specialist
(714) 400-0573
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Alexander Farias
Alexander Farias is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in November 2024. He began his insurance career in 2021 with Freeway Insurance, where he earned multiple “Best of the Best” awards for top production. His success led to roles in management, including Store Manager and Assistant Manager. Alexander is a 2012 graduate of Sunnyside High School.
Driven by a passion for excellent customer service, Alexander transitioned to Inszone to better align with his values and focus on client care. His industry experience and leadership background make him a strong asset to the team and a trusted advisor to his clients.
During his downtime, Alexander enjoys watching and playing soccer, especially following Liverpool F.C. and UEFA Champions League action. He plays weekly with friends from church and values quality time with his wife and three kids.
Personal Insurance Specialist
(559) 224-7133
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Angel Tijero
Angel Tijero is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in April 2025. Angel began his insurance career as a broker at Fiesta Auto Insurance and holds a Personal Lines Insurance License. He also attended Madera Community College, further strengthening his foundation in the industry.
Angel is passionate about helping clients find the best coverage options tailored to their unique needs. His experience in personal lines insurance and commitment to exceptional service make him a valuable resource for both clients and his team.
In his leisure time, Angel enjoys camping, hiking, and gaming. A huge cat lover, Angel also stays active in the community by supporting and volunteering with LGBTQ+ charities and non-profit organizations.
Personal Insurance Specialist
(559) 224-0367
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Angie Williams
Angie Williams is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in January 2024 after the merger with Checotah Insurance Agency. Angie’s journey as an insurance agent began in 2005, specializing in property and casualty insurance. Throughout the past decade and a half, she has garnered numerous sales awards and has become a trusted advisor to individuals and businesses across her region. Angie possesses the wisdom and expertise required to match clients with the coverage they need, making her an invaluable asset to the insurance field.
In her time off, Angie enjoys spending quality time with her loved ones, particularly her grandbaby. She takes pride in nurturing strong family bonds and finds relaxation during summer vacations in Branson. Angie is dedicated to her faith through her involvement with her church and church family. Her warm personality and ability to appreciate life’s little moments make Angie an absolute delight.
Personal Insurance Specialist
(918) 473-2339
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Arto Asatryan
Arto Asatryan is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in December 2024. He has been dedicated to insurance sales and servicing since 2022, bringing a strong passion for understanding and connecting with his clients. Known for his persistence and dedication, Arto goes the extra mile to ensure his clients receive the best coverage and service tailored to their needs.
Arto takes great pride in building relationships and providing personalized insurance solutions. His commitment to learning about his clients allows him to offer thoughtful guidance and support, ensuring they feel confident in their coverage.
In his free time, Arto enjoys playing chess with members of his community. Whether at restaurants, parks, or college campuses, he eagerly invites others to join him in a game and learn the strategic art of chess.
Personal Lines Insurance Specialist
(559) 272-2013
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Audrey Sida
Audrey Sida is a Personal Insurance Specialist at Inszone Insurance Services. Audrey is a proud licensed insurance agent and loves helping her customers with their questions and policies. She prides herself in getting to know her clients so she can provide the best service possible to them.
Audrey dedicated three years of her insurance career to Wiseman Insurance Agency as a Personal Lines Customer Service Representative then joined Inszone after the company’s merged in November 2020.
Personal Insurance Specialist
801-655-0305
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Barbara Freiday
Barbara Freiday is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in January 2022 after the merger with Appling Insurance Agency.
Barbara started working in the insurance industry as a part-time file clerk when she was in college and never left! Mainly focusing on home and auto insurance with some business auto policies thrown in, Barbara enjoys building relationships with her clients and matching insurance to their needs. Many of her great clients have been with her for decades.
Barbara loves to learn and went back to college to earn her bachelor’s degree in English Literature. Outside of work, she likes to spend time with her family, work in her garden, read, and sew. She also enjoys exploring new places and recipes. In fact, she rarely makes the same recipe more than once because there are so many new things to explore.
Personal Insurance Specialist
707-585-1962
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Beniva Salazar
Beniva Salazar is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in February 2025. Beniva began her career in the insurance industry in 1984, starting as a file clerk and later becoming licensed for auto and property & casualty insurance in 1994. With over 40 years of experience, she has built a solid foundation in the industry, adapting to changing state laws and consistently maintaining her insurance license throughout her career.
Beniva’s extensive experience in the insurance field has made her an invaluable resource for her team and clients. Her knowledge of industry changes and dedication to staying up-to-date with the latest insurance regulations allows her to offer clients reliable coverage and trusted advice. She takes pride in providing personalized services and ensuring her clients have the protection they need.
In her free time, Beniva enjoys attending family and friends’ events, celebrating birthdays, and other special occasions. She loves spending time outdoors, especially during the summer, when she enjoys camping and boating whenever possible.
Personal Insurance Specialist
505-581-4742
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Betsy Weber
Betsy Weber is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in December 2024 after the merger with Kouri Insurance Agency. Betsy joined Kouri Insurance in 2019 after serving in the Sioux Falls Catholic School System for many years. She is a graduate of Mankato State University.
As a customer service specialist, Betsy is committed to meeting her clients’ needs with efficiency and promptness. Her dedication to delivering exceptional service and her attention to detail enable her to build strong, trusting relationships, ensuring her clients’ satisfaction and confidence in their insurance coverage.
Outside of work, Betsy enjoys spending quality time with her husband and two children. She is passionate about family activities and cherishes the moments she shares with her loved ones.
Personal Lines Insurance Specialist
(605) 336-6303
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Bill Stuart
Bill Stuart is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in August 2023 after the merger with Hawks View Insurance. Bill’s educational journey includes attending Shelton High School and Capitol High School, where he graduated in 1995.
With an extensive professional history, Bill previously served as a manager at an insurance agency in Shelton, WA. Starting as a producer, he swiftly transitioned into the managerial role within a year. His exceptional performance earned him accolades such as Manager of the Year and recognition as the top producer at his former agency.
Outside of his professional commitments, Bill extends his kindness to the community by assisting two elderly individuals with their lawn and yard maintenance. His innate ability to connect with people shines through, underscored by his compassionate, sympathetic, and honest nature. When confronted with tasks, Bill’s approach reflects his commitment to efficiency, as he prefers completing them promptly while upholding meticulous attention to detail and work quality.
In his time off, Bill finds pleasure in activities such as target shooting, engaging in video games, and embarking on day trips to Washington’s captivating coastline.
Personal Insurance Specialist
(360) 308-8008
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Brianna Calafato
Brianna Calafato is a Personal Insurance Specialist at Inszone Insurance Services. An Associate Degree holder in Science and a licensed California & North Carolina Property and Casualty Agent, Brianna has been in the insurance industry since 2019. She started as an Administrative Assistant for an Insurance Brokerage in North Carolina and was quickly promoted as an Office Manager. Prior to working in the insurance industry, Brianna worked for almost a decade in the customer service field, with three of those years devoted to sales support. Her goal as an insurance agent is to help individuals understand and acquire the coverage they need. She prides herself in her thorough attention to detail and being compassionate to her clients.
Outside of work, Brianna is an active member of Phi Theta Kappa & Psi Beta Honor Societies, and has volunteered to charitable organizations such as YMCA and Salvation Army.
On her time off, Brianna enjoys spending time with her dog, and husband who serves in the Marine Corps. She also likes to visit national parks, learning new recipes, and weightlifting.
Personal Insurance Specialist
760-547-2124
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Carolyn Aten
Carolyn Aten is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining Inszone in September 2021 after the merger with Summit Insurance Group. Carolyn started her professional career in the insurance industry in 1995 with her focus on claims management, she then transitioned into personal lines products sales & service. Carolyn obtained her Associate in General Insurance (AINS) Designation. Before Carolyn joined the Summit/Inszone team, she worked for a large insurance company in Kansas, working her way up to management in their personal lines division.
When it comes to attention to detail, genuine concern for her clients, and product knowledge, Carolyn is exceptional at providing the best insurance plan for her clients.
Carolyn has been proudly married for 28 years, and on her off time, she enjoys fishing with her husband, spending time outdoors, and playing with her grandkids.
Personal Insurance Specialist
816-683-9577
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Cassidy Van Briggle
Cassidy Van Briggle is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in March 2023 after the merger with Corbett & Associates Insurance Agency, Inc. She holds a bachelor’s degree in journalism and media studies from the University of Chester in England, where she resided for four years. Proudly returning to her roots in Newbury Park, where she grew up and attended high school, Cassidy is dedicated to staying informed about the dynamic insurance markets in California. Her commitment extends to consistently delivering a positive and friendly customer service experience for all clients.
Personal Insurance Specialist
(805) 497-8414
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Chase Granis
Chase Granis is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in April 2024. He graduated from Fresno State in May 2023 with a degree in Finance and is currently pursuing a master’s degree, expected to graduate in May 2025. Originally aiming for a career as a Financial Advisor, Chase transitioned to the insurance industry, driven by a passion for challenging himself and pushing his limits.
Chase is motivated to continually improve himself and those around him. When engaging with clients or new acquaintances, he seeks common interests to facilitate conversation and connection.
In his free time, Chase is an avid snowboarder, dedicating every weekend during the season to hitting the slopes. When not on the mountain, he can be found hiking or playing golf amidst the scenic beauty of the mountains.
Personal Insurance Specialist
(559) 606-0121
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Chelsey Callaghan – Bambusch
Chelsey Callaghan-Bambusch is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in April 2025. She has several years of insurance experience, including over two and a half years at AAA, where she focused on helping clients protect what matters most while building a strong book of business through dedicated, personalized service.
Chelsey is passionate about treating clients with kindness, listening to their needs, and providing the same level of care she would want for her own family. She is committed to growing her expertise in personal lines and building lasting relationships with both clients and colleagues.
Outside of work, Chelsey enjoys hiking, camping, horseback riding, and fishing with her four children. She also volunteers with the Humane Society, photographing adoptable pets to help them find loving homes, and supports a local senior living community through day-to-day assistance.
Personal Insurance Specialist
(206) 489-3374
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Cherise Anderson
Cherise Anderson is a Personal Insurance Specialist at Inszone Insurance Services. Cherise was raised in a family of Insurance Agents so naturally wanted to follow in the footsteps of her Father and Brother. While they have since retired, she is proud to be still going strong in her insurance career. Her insurance experience included Breitweiser Insurance Services, Mountain America Insurance Services, The Leavitt Group, and now Inszone Insurance Services.
Cherise graduated from Weber State University with a degree in Technical Sales. With that background, along with years of working hard in the insurance industry, she has enjoyed helping clients find the best personal lines insurance products with superior ranked companies, the right coverages, competitive prices, and with excellent customer service during the whole process. She loves developing relationships with her clients that results in great friendships over the years. She has a passion for educating clients on their insurance coverages so they can make informed decisions.
In 2021 she earned the coveted Personal Lines “Top Selling Agent” award sponsored by the Leavitt Group Agencies and Travelers Insurance.
On her time off, she enjoys time with her beloved family and friends. As a side hobby, she has appeared on television dozens of times, sharing her cooking recipes, and was awarded “Best Personality of the Year” by the Utah State Fair Board.
Personal Insurance Specialist
801-341-0189
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Chris Jones
Chris Jones is a Personal Insurance Specialist at Inszone Insurance Services, joining the team in 2022. Chris has helped over 5000 clients protect their families and assets during his insurance career. A resident of Lee’s Summit Missouri, Chris has expertise in personal lines products to provide coverage nationally. After working several years in a call center environment where caring for the client was not highly regarded, he decided to join Inszone. Chris values his client’s and desires to build relationships. He believes people should be more than number in a corporation’s book. He holds a degree in Finance from Missouri State University, formerly known as SMSU. He is also a former real estate agent and lending advisor. Chris’s uses his expertise to ensure his client’s coverage encompasses their entire financial needs. As a seasoned agent, he ensures you get the best protection for the best price. Chris is the preferred insurance referral of many local real estate and mortgage professionals in the Kansas City and Overland Park communities. Chris’s passion is creating insurance plans which allow clients a safer, more secure life, and the peace of mind that they have appropriate protection on home, auto, and personal assets. He grew up north of the river and has lived in the Kansas City area his whole life. Chris is active in the community from Scouting (Eagle Scout), to coaching his son’s and daughter’s soccer teams for years.
He recently moved to Lakewood and enjoys spending time on the water especially Lake Lotawana, Jacomo, and Blue Springs Lake.
If you’re looking for an insurance agent that cares, give Chris a call for a free insurance quote 816-683-9570.
Chris offers Auto, Home, Life, and Business Insurance under one roof and is here to provide the best protection at the best price.
Personal Insurance Specialist
816-683-9570
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Christy Alridge
Christy Alridge is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in August 2024 after the merger with San Antonio Insurance Services. She holds a General Lines Agent license and has worked in the insurance industry for over 11 years, focusing on customer service and account management. Christy’s extensive experience has equipped her with strong skills in managing client relationships and ensuring their insurance needs are met with care and attention.
Known for her positive attitude, Christy is a great communicator and problem solver who takes the time to understand her clients’ emotional and financial needs. Her empathetic approach and in-depth knowledge of insurance products and services contribute to her ability to provide an outstanding customer experience.
In her free time, Christy enjoys photography, video gaming, writing poetry, and volunteering. She also loves crafting and often spends her downtime exploring creative projects.
Personal Insurance Specialist
(210) 659-1222
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Corey Christensen
Corey Christensen is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in May 2024. He attended Purdue Global University, majoring in Business Administration. With a background spanning over two decades as a long-haul truck driver, specializing in oversize and over-dimensional loads, Corey brings a unique perspective to his role as a Personal Insurance Specialist.
Prior to his time with Inszone, Corey served as an Operations Manager for a security company in Washington, overseeing a team of 45 employees and managing various aspects of client relations and operational logistics.
Dedicated to both professional growth and community involvement, Corey is an active member of the Prescott Valley Kiwanis Club and has contributed to the Testicular Cancer Awareness Foundation.
Outside of work, Corey enjoys spending time with his wife, Amy, and their four children, engaging in outdoor activities like fishing, camping, and hunting. He’s nearly fulfilled his goal of visiting all 50 states, with Alaska remaining the destination on his travel list.
Personal Insurance Specialist
(928) 460-5483
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Dael Bowman
Dael Bowman is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in July 2021 after the merger with Strachota Insurance Agency, Inc. Dael began her career in the insurance industry with Traveler’s Insurance. She then transferred to W.D. Brooks insurance where she worked for more than a decade as an insurance agent and account manager. Prior to joining Inszone, she worked for Strachota for more than a decade and was an integral part of the company’s Personal Lines Department. Dael appreciates her customers and works hard to help her clients safeguard their investments with affordable insurance solutions.
On her off time, Dael enjoys spending time with her family, traveling, reading, and sky diving.
Personal Insurance Specialist
951-284-4864
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David Oropeza
David Oropeza is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in January 2024 after the merger with Canyon Pacific Insurance. His professional journey began in mortgage servicing at Countrywide Home Loans, where he progressively advanced into a management position over the span of eight years. Afterward, he transitioned to Inside Sales at a small computer resale company, KST Data Inc., where he catered to prominent clients for a decade. Then, David ventured into the insurance sector as an Insurance Agent, a role he found both challenging and rewarding during his over eight years tenure.
In his time off, David enjoys his passion for landscaping and design by dedicating his leisure time to working in his yard, engaging in hands-on activities, and contributing to the creation of aesthetically pleasing landscapes.
Personal Insurance Specialist
(760) 324-4100
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Dawn Melton
Dawn Melton is part of the Personal Lines at Inszone Insurance Services, joining the company in April 2025 after the merger with Osterts & Associates, LLC. With 10 years of experience in the insurance industry, Dawn brings a wealth of knowledge and dedication to her role. She holds an Associate’s degree in Veterinary Medicine and is a licensed veterinary technician in Texas. Throughout her academic career, she maintained a place on the Dean’s List and was recognized with the Best New Business award in Amarillo in 2006.
Dawn is passionate about building lasting relationships with her clients and always prioritizes their best interests. Her approach centers on trust, care, and advocacy, ensuring each client feels supported and understood throughout their insurance journey.
When she’s not working, Dawn enjoys life on her 19-acre homestead with her husband and their animals, which bring her peace and fulfillment. She also volunteers with the SPCA of Texas and participates in Best Buddies events alongside her daughter, who serves on the organization’s Advisory Board.
Personal Lines
(972) 468-9235
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Daxten Bowen
Daxten Bowen is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in September 2024 after the merger with L.A. Bowen Insurance. He earned a Bachelor of Science in Psychology with an emphasis on social psychology from Brigham Young University in 2015. Since his start in the industry shortly after graduation, Daxten has developed a strong foundation in insurance and client service.
Daxten’s passion lies in building meaningful relationships with clients and helping them secure the coverage they need. His background in psychology enhances his ability to understand clients’ unique needs and provide tailored solutions.
In his free time, Daxten enjoys exploring nature with his family, attending concerts, and experimenting with high-quality audio equipment. He also takes pleasure in traveling to destinations like Banff, Lake Tahoe, Moab, and more, and looks forward to more adventures with his wife and daughter.
Personal Lines Insurance Specialist
(801) 437-9837
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Diego Vazquez
Diego Vazquez is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in February 2023. After graduating high school in 2021, Diego brings customer service experience from working at a pharmacy. He is proud to have an open and friendly personality, which enables him to connect with clients and help them in any way he can. He finds great joy in knowing that he can make a positive impact on someone’s life.
In his time off, he can usually be found playing his bass guitar, singing, or playing the piano with his band. He is a passionate musician who loves entertaining people at parties and other significant events. In addition, he enjoys writing his own songs and allowing his creativity to take over. Apart from his love for music, Diego is also an avid car enthusiast. He can sit down and talk about cars for hours if given the opportunity.
Personal Insurance Specialist
(916) 738-7803
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Dijana Orescanin
Dijana Orescanin is a Personal Lines Insurance Specialist 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.
Personal Insurance Specialist
(314) 612-4500
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Douglas Newman
Douglas Newman is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in April 2025. He has several years of industry experience, including running his own agency. A New Jersey native, Douglas is a graduate of Arizona State University and a retired Naval Reservist.
Doug’s background in agency ownership and military service gives him a disciplined, client-focused approach. He is committed to helping individuals find the right coverage to protect their personal assets and peace of mind.
Beyond the office, Doug enjoys staying active and is passionate about health and fitness.
Personal Insurance Specialist
(303) 223-3850
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Elizabeth Medeles
Elizabeth Medeles is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in September 2023 after the merger with Dina King Insurance. Elizabeth began her insurance carrier back in 2022. Eager for continuous growth, she obtained her Texas Property & Casualty license. Elizabeth finds genuine joy in working with customers, priding herself on her meticulous attention to detail and her ability to customize policies to perfectly suit her clients’ needs. She always goes the extra mile to learn new systems and procedures, ensuring she offers the best and most current coverage to her clients.
In her free time, Elizabeth thrives on staying active and embracing the outdoors. Her favorite pastime is heading to the movies. Elizabeth also cherishes moments spent with friends, family, and her beloved pets.
Personal Insurance Specialist
(214) 580-1665
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Eric Pulido
Eric Pulido is a Personal Insurance Specialist at Inszone Insurance Services. Joining Inszone in July 2024. Eric served in the U.S. Army from 1992 to 1999, then spent 20 years at Walmart in various roles, including Assistant Store Manager. Recently, he worked as a bilingual service representative at GEICO from 2023 to 2024 and has also held roles at AFLAC, the U.S. Census Bureau, America West Airlines, and Lowes Ventana Canyon Resort.
Eric married Olympia in 2002, and they have two sons: Ayden, a 2021 Northern Arizona University graduate, and Andrew, who finished high school in 2024. His parents, Mexican immigrants, are now U.S. citizens. Pulido loves sports, following the University of Arizona, the Philadelphia Flyers, the Arizona Cardinals, and the San Francisco 49ers. Eric enjoys golf and eagerly anticipates the Super Bowl and the Army-Navy game each year.
In his free time, Eric enjoys cooking and has developed his own recipes. Halloween is his favorite holiday, and he finds joy in both cooking and sports. Eric’s experience includes playing football with World League of American Football players while stationed in Germany, which highlighted a special memory in his life.
Personal Insurance Specialist
(520) 605-0540
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Erika Flores
Erika Flores is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in February 2023 after the merger with Agape Insurance Services. She started her insurance career in the year 2003. Through her strong work ethic, she quickly developed her skill set and therefore grew a loyal client base. She believes that keeping your client first and consistently providing a high level of customer service was a core principle that led to such immediate success. She is also fluent in Spanish, which allows her to assist Spanish-speaking clients with their insurance needs.
Erika believes her ability to communicate and empathize with individuals will allow her to have a successful career at Inszone. Her primary goal is to build relationships with her customers and is dedicated to not just fulfilling her clients’ insurance needs but also providing them with options to ensure that their investments and assets are properly protected in the event of an emergency.
In her time off, she enjoys spending time with her family, kayaking, cooking, and trying new foods.
Personal Insurance Specialist
(714) 285-4255
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Erika Garcia
Erika Garcia is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in May 2023 after the merger with Desert Cornerstone Insurance Services. After graduating from high school in 1992, she began working in the insurance industry right away. She assisted her uncle in answering phone calls and filing when he opened his insurance office in El Centro, CA.
In 1998, she relocated to Palm Desert, CA and worked for an insurance company for 18 years. In 2017, she joined Desert Cornerstone Insurance as a Personal Lines Account Manager. Her responsibilities included marketing and servicing clients’ accounts. She takes pride in her reliability, motivation, and self-starting skills and looks forward to bringing these to her work at Inszone Insurance. With a strong background in customer service, she believes that providing the best service to clients is crucial for retaining them.
In her free time, she enjoys spending quality time with her two children and their pet cat, Goose. Her oldest, Erik, and her youngest, Kailee, love going to baseball games (Go Dodgers) and taking trips to San Diego, CA. Her children are her top priority.
Personal Insurance Specialist
(760) 347-7723
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Everton Beckford
Everton Beckford is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in January 2024. Everton boasts over 24 years of experience in the insurance industry. His career began in 1998 as a CSR for a home and auto carrier, leading to diverse roles including underwriter and claims adjuster. For the past 15 years, Everton has focused on personal lines insurance, working closely with clients to identify affordable products tailored to their needs.
With a solid foundation in customer service, Everton prioritizes ensuring clients understand their insurance options and can effectively communicate with their agent. His dedication has earned him prestigious awards such as Agent of the Year in 2016 and recognition as one of the Top 10 Performing Agents in 2021.
In his free time, he indulges in various hobbies, including exploring DFW’s culinary scene, restoring classic cars, and traveling. However, his greatest joy comes from spending quality time with his family.
Personal Insurance Specialist
(817) 616-4818
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Francisco Gonzalez
Francisco Gonzalez is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in April 2025. He graduated from Mendota High School in 2016 and began his insurance career at Freeway Insurance in 2021, where he earned multiple Best of the Best awards for production and customer service.
Francisco is dedicated to providing excellent service and strives to make the insurance process as simple and effective as possible for his clients.
Away from work, Francisco enjoys hiking, playing guitar, and weightlifting.
Personal Insurance Specialist
(559) 547-2194
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Gage Sanford
Gage Sanford is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in July 2024. Gage attended the Bethel School of Supernatural Ministry in Redding, California, for two years. He has also worked as a case manager for the nonprofit organization Loaves and Fishes, where he played a pivotal role in the Restoring Hope program, helping individuals experiencing homelessness secure jobs and housing support.
With a lifelong dedication to helping others, Gage’s career in customer service and nonprofits has shaped his compassionate approach to insurance. He excels at building strong relationships with clients, ensuring they feel supported, valued, and safe throughout the insurance process. Gage’s deep commitment to making a positive impact shines through in every interaction.
In his free time, Gage enjoys leading worship at church and playing various instruments. He also loves spending weekends outdoors, especially grilling and relaxing with family and friends.
Personal Insurance Specialist
(719) 773-0240
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Gicela Macias
Gicela Macias is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in January 2024. Gicela graduated in Mexico, where she embarked on her insurance career journey as an Insurance Agent in August 2019. With over 15 years of experience in insurance customer service, she is now a licensed Property and Casualty Insurance specialist and a licensed Tax Preparer.
Gicela finds fulfillment in helping people and seeing the satisfaction on her clients’ faces. In her time off, she enjoys spending quality time with her family and indulging in activities like going to the gym, running, and reading.
Personal Insurance Specialist
(562) 625-8543
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Jacklyn Schepici
Jacklyn Schepici is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in August 2023 after the merger with Hawks View Insurance. Originally from outside Boston, Massachusetts, she grew up in the peaceful countryside of upstate New York. Jacklyn worked in her father’s restaurants, instilling a strong work ethic from a young age.
Her journey in the insurance industry began under the mentorship of a one-woman pro in Port Townsend, Washington. This experience emphasized the importance of caring for clients and community. Though unexpected, she developed a passion for risk management.
Jacklyn believes in instilling strong work values, especially in young people. She serves as the President of the Jefferson County Toastmasters club, where people improve public speaking. Additionally, she’s involved in BNI Pacific Northwest Region and volunteers at the PNW Maritime Center, supporting the Wooden Boat School and the Port Townsend Wooden Boat Festival. Her long-term goal aligns with her fiancé’s plan to create a safe space for children and young adults, starting with emergency fostering and transitional growth.
In her free time, Jacklyn enjoys playing ice hockey and passionately supports the Bruins and the Kraken.
Personal Insurance Specialist
(360) 207-1198
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Jaileen Quinonez
Jaileen Quinonez is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in October 2023. With three years of prior experience in the insurance industry, Jaileen brings a wealth of knowledge and expertise to her role. Jaileen’s strengths lie in being a good listener, demonstrating patience, and maintaining excellent organizational skills.
In her free time, she enjoys hiking and going to the gym, reflecting her commitment to a balanced and active lifestyle.
Personal Insurance Specialist
(562) 372-8869
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Janna Slaback
Janna Slaback is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in March 2025 after the merger with Hart Insurance Agency. Janna has been an agent with Hart Insurance since 2005, bringing with her two decades of experience in personal lines insurance. She specializes in starting new policies for clients and reviewing coverage options for existing customers to ensure their needs are properly met.
Janna is passionate about helping individuals and families feel secure in their coverage. Her extensive experience and dedication to customer service allow her to build lasting relationships with clients and provide tailored insurance solutions.
In her spare time, Janna enjoys portrait photography and gives back by volunteering as a photographer for TeenChallenge and Absolute Ministries. She and her husband have two gorgeous, smart, and talented daughters and four amazing grandchildren who are truly the center of her world.
Personal Insurance Specialist
(253) 336-4322
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Jennifer Kozlowski
Jennifer Kozlowski is a Personal Insurance Specialist at Inszone Insurance Services, joining the Inszone team in January 2022 after the merger with Appling Insurance Agency. Jennifer started in the insurance industry working part time at International Marine Underwriters while attending UC Davis. In 2000 she began working for Progressive insurance before getting her insurance license and transitioning to Appling in 2004 as a Personal Line’s Agent. Jennifer’s genuine concern for her clients, empathy, and years of insurance experience help her provide exceptional service.
Jennifer has been with her husband for over two decades and has enjoyed raising her daughter to young adulthood. In her off time, she enjoys singing, swimming, sewing, and reading as well as a Disney trip.
Personal Insurance Specialist
707-585-1956
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Jeremy Robichaud
Jeremy Robichaud is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in February 2024. With a diverse background in customer service industries, Jeremy transitioned from being a licensed real estate agent for a few years to becoming a licensed insurance agent, writing policies for a national insurance carrier before joining the Inszone team.
Jeremy is enthusiastic about serving his local community for the foreseeable future. In his free time, he finds joy in gardening and tending to his array of animals, which includes goats, pigs, chickens, ducks, and turkeys. Additionally, he cherishes moments spent with his wife, kids, and grandchild.
Personal Insurance Specialist
(520) 317-0093
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Ji Yoon Han
Ji Yoon Han is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in December 2021 after the merger with Mirae Insurance. Prior to joining Inszone, Ji Yoon was a Personal and Commercial Lines Customer Service Representative. Ji Yoon enjoys helping her customers with their insurance needs, as well as being able to interact with all types of businesses and individuals along the way. Ji Yoon’s focus is to ensure that all of her customers have the necessary protection to keep their assets safe from potential hazards and risks. She is also fluent in Korean, which gives her the opportunity to better assist her foreign and local clients.
On her off time, Ji Yoon enjoys traveling and camping with her family.
Personal Insurance Specialist
714-752-8981
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Jolleen Ruberry
Jolleen Ruberry is a Personal Insurance Specialist with Inszone Insurance Services. Her career in the insurance sector began in 2011 with the United States Automobile Association (USAA). She prides herself in developing meaningful connections with her clients and having herself readily available to their insurance needs. Jolleen yearns to continue developing her insurance know-how to continue providing her clients with exemplary service.
Jolleen joined Inszone in December 2020 after the merger with Schaefer Insurance Agency.
In her leisure, Jolleen enjoys camping, fishing, and spending time with her family.
Personal Insurance Specialist
719-578-8660
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Jonathan Roberts, QCLS, QPIS
Jonathan Roberts is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in May 2024. He holds a Bachelor of Science degree in Business Administration from Northwestern College in Orange City, Iowa. Jonathan is also an avid golfer and sees similarities between the game’s discipline and strategy and his approach to building lasting relationships.
After successfully managing Fed-Ex Ground routes he moved into the insurance industry. With a strong background in operational management and team leadership, Jonathan has applied his skills to excel in his new role. He excels at developing strong client partnerships and providing expert insurance solutions. His commitment to understanding client needs and creating tailored insurance strategies demonstrates his dedication to making a positive impact on people’s lives.
In his free time, Jonathan enjoys spending time with his wife and family, watching golf and movies, and exploring Houston.
Personal Insurance Specialist
(832) 253-1769
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Karen Ojeda
Karen Ojeda is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in March 2025 after the merger with Hart Insurance Agency. She began her insurance career in 1980 with United Pacific/Reliance Insurance Company, advancing from clerical roles to Underwriting and later leading a non-standard business department. Karen spent nearly three decades at Bratrud Middleton/Propel Insurance Agency, earning a nomination for Regional Rookie of the Year and later working in the high-net-worth division. She holds ongoing education in Property and Casualty Underwriting and has pursued her ACSR designation.
With a strong foundation in underwriting and client service, Karen brings empathy, adaptability, and effective communication to every interaction. Her decades of experience allow her to connect with clients and deliver tailored insurance solutions with care and precision.
Off the clock, Karen enjoys golfing, camping, cooking, and crafts. She is also passionate about giving back, supporting organizations like the American Cancer Society-Relay for Life, St. Jude Children’s Hospital, Junior Achievement, Salvation Army, Tacoma Rescue Mission, Mary Bridge Festival of Trees, March of Dimes & United Way.
Personal Insurance Specialist
(253) 336-4323
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Kendall Moss
Kendall Moss is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in January 2024 after the merger with Checotah Insurance Agency. Kendall began her insurance journey in 2022 as a property and casualty agent. With a banking background, she swiftly became an asset to her company, leveraging her skills in risk analysis and client relationships. Graduating with an Associates of Science in Business Administration, Kendall’s ascent in the banking industry showcased her ability to build and grow within a company.
In her free time, Kendall enjoys camping trips with her family, indulging her passion for adventure and nature. During quieter evenings, she finds solace curled up with her beloved pup.
Personal Insurance Specialist
(918) 967-7023
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Kim Sok
Kim is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in October 2024 after the merger with Acceptance Insurance. With over 16 years of experience in the insurance industry, Kim started his career as an agent at Freeway Insurance in 2008. He later transitioned into management roles, serving as a Branch Manager for 8 years at Freeway Insurance and 5 years at Acceptance Insurance. Having more than a decade of leadership experience, Kim thrives on leading teams and creating lasting value for his clients.
Kim is passionate about delivering exceptional customer service and building long-term relationships with his clients. His focus is always on understanding client needs and offering tailored solutions that bring peace of mind.
Outside of work, Kim enjoys spending quality time with his family, reading, staying active through workouts, and traveling to different places.
Personal Lines Insurance Specialist
(559) 236-8550
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Leanne Exum
Leanne Exum is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in June 2022 after the merger with The Young Insurance Group. Her career in insurance began in 2002 as an Insurance Assistant, later transitioning to an Insurance Broker in 2006. Now, with decades of experience under her belt, she enjoys helping her customers with their personal insurance needs, ensuring they get the best coverage and guiding them through the complex world of insurance. She prides herself in developing meaningful connections with her clients and providing them with a personalized and comprehensive experience.
Leanne is a long-time Colorado resident and enjoys all that colorful Colorado has to offer. She loves her family and enjoys spending as much time as possible with her 4 beautiful grown children and grandchildren. When not playing Mom, Grandma, or Insurance Agent, she enjoys the great outdoors and keeping up with her highly energetic Berne doodle, Charlee. Hiking, camping, skiing, and traveling are just a few of her favorite pastimes.
Personal Insurance Specialist
720-506-5280
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Lena Williams
Lena Williams is a Personal Lines Specialist at Inszone Insurance Services, joining the company in August 2024 after the merger with San Antonio Insurance Services. She studied human resource development at The University of Texas at San Antonio and transitioned into insurance after a successful career in retail and customer service. In 2021, Lena earned her Property and Casualty license and began her insurance journey with EverQuote, quickly advancing to Personal Lines Assistant Account Manager. With a passion for helping others, she is committed to providing excellent service and specializes in customer service and retention at Inszone.
Lena takes pride in helping her clients save money and ensure they have the best possible coverage. Her enthusiasm for assisting others and her dedication to continuous growth in the insurance field make her a valuable asset to her clients and her team. She looks forward to growing her career and expanding her expertise at Inszone Insurance.
In her free time, Lena enjoys roller skating, dancing, and spending time with her daughter, Avianna, and her family and friends.
Personal Insurance Specialist
(210) 858-5318
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Leslie Ditto
Leslie Ditto is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in 2022 after the merger with her previous company, Proctor Insurance. She attended Blinn Junior College and majored in Business Administration. She began her career on the agency side for two years before transitioning to Farmers Insurance as a district recruiter in the district managers office for Anthony Jean and Dan Radawitz for two years, where she hired and trained new agents to start their own agencies and learn new agency management operating systems. She returned to Proctor Insurance in 2008 as a licensed personal lines producer, where she has remained until the company was merged with Inszone.
She takes pride in providing excellent customer service while maintaining integrity and thinking outside the box to solve difficult challenges. Leslie has an exceptional work ethic and unparalleled follow ups with clients willing to take on difficult projects.
In her free time, Leslie loves horseback riding and spending time with her husband and two children. She also enjoys hunting, fishing, and spending time outdoors.
Personal Insurance Specialist
281- 448-7750
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Lexi Brown
Lexi brown is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in December 2024 after the merger with Texas Classic Insurance Agency, LLC. Her career in the insurance industry began in 2019 when, while in college, she worked as a secretary. She became a licensed agent in 2021. Alongside starting her career in Insurance, Lexi pursued her degree and graduated from Weatherford College in 2022.
Lexi loves being able to help people determine what best suits their needs while saving as much money as possible in the process. With her experience in the insurance industry, she is passionate about guiding clients through the decision-making process, ensuring they find the right solutions without overspending.
In her spare time, Lexi enjoys spending time with her husband and son, along with their dogs, whether it’s exploring the outdoors or simply relaxing at home.
Personal Insurance Specialist
(817) 279-7200
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Lily Cardenas
Lily Cardenas is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in March 2025. She is a licensed insurance agent with over 25 years of experience in the industry. A proud graduate of Palm Springs High School, Lily went on to study Business Administration at the University of Texas at San Antonio (UTSA). Her strong academic background, paired with decades of hands-on experience, has made her a trusted resource for clients seeking expert guidance and reliable insurance solutions.
Lily is passionate about helping individuals and families protect what matters most. Known for her exceptional customer service and ability to simplify complex insurance concepts, she takes pride in ensuring that her clients feel confident and informed when making coverage decisions.
In her free time, Lily enjoys wine tasting and spending quality time with her close-knit group of friends and family. She especially treasures the moments she shares with her grandchild, who brings joy and inspiration to her life.
Personal Insurance Specialist
(760) 263-6362
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Linda Eldridge
Linda Eldridge is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in August 2023 after the merger with Hawks View Insurance. She was born and raised in Jefferson County, Washington, attending school in the Chimacum School District. During her college years, she spent one year at Olympic College in Bremerton and another at Peninsula College In Port Angeles.
With years in the banking sector, Linda transitioned to an Insurance Agency in Port Townsend, becoming the office manager/producer. This role continued through several company mergers, accumulating 25 years of experience in the insurance industry. Her specialty lies in personal lines insurance, a field where she earned a Service Champion Award.
Linda finds fulfillment in nurturing client relationships, guiding their understanding of insurance coverage, benefits, and protection. Over time, she’s built a loyal clientele, many of whom have remained with her for extensive periods.
In her time off, she enjoys family time, NASCAR, supporting Football (Go Seahawks!), gardening, reading, and engaging in various puzzles.
Personal Insurance Specialist
(360) 229-5697
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Lisa Sheets
Lisa Sheets is a Personal Insurance Specialist at Inszone Insurance Services, joining the team in August 2024 following the merger with Cummins Insurance Agency, Inc. She lived in Thousand Oaks for 25 years before relocating to Northern California.
Lisa began her insurance career at State Farm Insurance in their Westlake Village regional office, working her way up to an Underwriting Assistant. After eight years with State Farm, she moved to Northern California and spent 14 years as a Personal Lines Account Manager at Tim W. Johnson Insurance Agency. She then joined Esurance as a Sales Agent, later earning a promotion to Quality Control Analyst. After Esurance merged with Allstate and ceased operations in California, she transitioned to Cummins Insurance Agency, where she worked for nearly eight years before the merger with Inszone.
In her free time, Lisa enjoys gardening, taking road trips, and spending quality time with her family.
Personal Insurance Specialist
(916) 961-6000
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Lori Rodriguez
Lori Rodriguez is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in July 2023 after the merger with Sanfilippo & Sons Insurance Services LLC. She graduated from Willow Glen High School and has dedicated her career to the insurance industry. With over 29 years of experience working in an insurance agency, she also boasts over 30 years of overall industry knowledge. San Jose has always been her home, providing her with a deep understanding of the local community.
Lori finds joy in her long-lasting marriage, having been happily married to her husband for over three decades. Together, they share a home with two adored dogs who hold a special place in their hearts. In their household, the dogs are treated with utmost care and indulgence.
In her free time, Lori likes to relax by watching television. She enjoys channels that focus on history, discovery, and cooking. With most of her family residing in San Jose as well, Lori is fortunate to have close connections within her community.
Personal Insurance Specialist
(408) 295-1195
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Lori Rogers
Lori Rogers is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in April 2025. Lori holds a bachelor’s degree in communications from Central College, and has completed one year of her master’s degree at ASU. She brings over 20 years of insurance experience, including roles at Nationwide in agribusiness and commercial, as well as three years in P&C sales at USAA. Hence, she holds P&C, Life & Health licenses, along with an SIE designation.
Lori is passionate about helping clients feel informed and confident in their insurance choices. Her diverse background allows her to provide tailored solutions and exceptional service.
When she’s not working, Lori enjoys hiking, paddleboarding, and teaching strength and cycle fitness classes. She also loves exploring new coffee spots and restaurants in Arizona with her daughters, Madison and Makenzie.
Personal Insurance Specialist
(480) 219-5513
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Marcie Clark
Marcie Clark is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in December 2023 after the merger with Lambert & Lambert Insurance Services, Inc. With over 20 years of experience in the insurance industry, Marcie began as a Customer Service Representative and earned her license in April 2005.
A proud native of Portola, Marcie values her connections with the community, building relationships while diligently addressing their insurance needs. Her commitment to providing top-notch service is evident in her work.
During her leisure time, Marcie finds joy in reading and gardening. She also treasures moments with her husband, their three daughters, and ten grandchildren, engaging in activities such as camping, swimming, and relishing the beauty of the area they call home.
Personal Insurance Specialist
(530) 832-5512
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Maria Perez
Maria Perez is a Personal Insurance Specialist at Inszone Insurance Services. Prior to working in the Insurance industry, Maria worked in Law Enforcement for almost a decade. She decided to pursue a career change and joined Inszone in April of 2022. Maria is committed to providing the highest level of customer service for her clientele day in and day out.
She is confident that her ability to communicate and empathize with others will allow her to have a very fruitful career at Inszone. Her primary goal is to portray a sense of partnership and confidence with her customers so not only are their assets adequately protected but they are content with the product and service provided to them.
On her off time, Maria enjoys spending time with her friends and family, trying new foods, wine tasting, and traveling.
Personal Insurance Specialist
559-272-2019
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Mark Garner
Mark Garner is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in March 2025 after the merger with Davidson Insurance Agency. Mark graduated from Drury University in 2000 with a Bachelor’s in Business Administration and has worked in the insurance industry since graduating. He has spent his entire career with Davidson Insurance.
Mark is dedicated to providing his clients with the best service and insurance solutions, drawing on his extensive experience in the industry. His passion for helping others is evident in his work and his commitment to supporting his clients’ needs.
In his free time, Mark and his wife, who are proud parents of two kids, enjoy spending time with family and friends. Mark is also an avid sports fan, watching games, and officiating high school basketball, a role he’s held since 2010. He is also active in the community, serving on the Advisory Team for Ozark Young Life, a faith-based ministry that works with high school students.
Personal Insurance Specialist
417-372-8992
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MaryBeth Martin
MaryBeth Martin is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in November 2023 after the merger with J.B. Martin Insurance Agencies. Originally from Long Island, New York, MaryBeth later moved to Yorba Linda, California, in the late ’70s and then to Phoenix, Arizona, in the mid-’80s, where she embarked on her Insurance career with Humana.
MaryBeth’s journey continued as she joined Bradley and became an integral part of their previous agency. Having led the personal lines division since then, she brings a wealth of experience to her role and eagerly anticipates the new venture with Inszone.
Personal Insurance Specialist
(505) 581-4747
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Matthew Choe
Matthew Choe is a Personal Insurance Specialist at Inszone Insurance Services. Matthew started his insurance career in 2012 and has been passionate about developing his expertise ever since. Over the years, he has developed a loyal customer base by focusing on educating his clients on options and helping them find the best package to suit their needs. He’s committed to a strong service standard and uses his expansive knowledge to help solve even the most complex insurance problems.
During his time off, Matthew loves spending time with his family, watching a good movie and playing games with his friends.
Personal Insurance Specialist
925-520-3317
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Mellissa Cruz
Mellissa Cruz is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in March 2023 after the merger with Corbett & Associates Insurance Agents & Brokers. She attended Moorpark College focusing in general education and Radio Broadcasting. She is licensed in property and casualty and has nearly a decade of experience in the insurance industry. In addition, she has experience in real estate as an escrow assistant and real estate assistant.
One of Mellissa’s strengths is her ability to maintain excellent relationships with her customers. She takes pride in being outgoing and always striving to make the customer happy. Mellissa also has a strong work ethic, which is reflected in the quality of service she provides to her customers.
During her free time, she loves being out in nature, especially near water. She enjoys spending time at the river, beach, pool, or any other body of water. She is also fond of playing sports, hiking, traveling, trying new things, and visiting new places. Mellissa values spending time with her family and friends and cherishes every moment shared with them.
Personal Insurance Specialist
(805) 497-3346
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Misty Carlson
Misty Carlson is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in December 2024 after the merger with Kouri Insurance Agency. Misty started her insurance career in 2006 and has been with Kouri Insurance since 2016. She has a strong background in guiding families through the world of insurance, offering a wealth of experience in the industry.
Misty is passionate about providing exceptional service and clear communication, helping her clients save money while ensuring they feel confident in their coverage. She works hard to make insurance easy to understand and strives to bring integrity to every interaction. Her dedication to simplifying the insurance process and her focus on customer education make her a trusted resource for her clients.
On her days off, Misty enjoys spending time at the softball field or on the volleyball court, cheering on her youngest child. As a mother of three, family is a top priority, and she loves being involved in her children’s activities.
Personal Lines Insurance Specialist
(605) 336-6303
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Monique Argueta
Monique Argueta is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in April 2022 after the merger with Allied Insurance Professionals Group. In 2005 during her senior year in high school, Monique joined a co-op class called Business Professionals of America which led her to her first job at Allied Insurance Professionals. After graduating high school, Monique continued to work part-time as a Customer Service Representative while pursuing her bachelor’s degree in Psychology at the University of Houston-Downtown.
Monique continued to expand her knowledge in the insurance industry and became licensed in Personal Lines Insurance. She has built many customer relationships over the years and believes that part of being successful in the insurance industry is being able to help understand the customers’ needs as well as help educate them while providing excellent customer service.
Monique is a proud wife of her wonderful husband and fur parent of three amazing dogs. On her time off, she enjoys traveling, listening to music, hanging out by the beach, and spending time with her family.
Personal Insurance Specialist
713-451-2277
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Nekarah Pellman
Nekarah Pellman is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in July 2023. Her journey began in the medical field, where she started as a Certified Nurse’s Assistant (CNA) before completing high school. Progressing her education, she became a Certified Medical Assistant (CMA) with aspirations to eventually attain her Registered Nurse (RN) qualification through nursing school.
Her background also includes years as a Front-End Manager at Home Depot, nurturing her customer service skills, and experience working with Health Insurance through roles in doctors’ offices. Nekarah’s advocacy for funding and accessibility to Domestic Violence resources showcases her dedication to making a positive impact.
Constantly seeking growth, Nekarah embraces new challenges to expand her knowledge and capabilities. Her proactive approach means she’s always ready to explore fresh opportunities. Committed to client satisfaction, she diligently examines all options to secure the best coverage within budgetary considerations.
In her time off, she finds joy in hiking with her dog, engaging in volleyball, and tending to her garden. While active, she also appreciates the comfort of home.
Personal Insurance Specialist
(719) 955-0608
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Nicco Parelli, QPLS
Nicco Parelli is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in April 2024. After graduating from Crean Lutheran Private High School, Nicco pursued a career in healthcare by attending a surgical tech program to assist in surgeries. Previously employed at Laguna Beach Hospital, Nicco gained valuable experience in a high-stress environment, emphasizing the importance of efficiency and productivity for success.
With a passion for helping others, Nicco served as a high school leader at his local church for seven years, assisting youth programs. His strengths lie in maintaining a calm and collected demeanor in stressful situations, coupled with a natural desire to see others succeed.
In his time off, Nicco enjoys spending quality moments with friends and family, cherishing the balance between work and personal life.
Personal Insurance Specialist
(714) 285-4254
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Norma Barranca
Norma Barranca is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in May 2024. With a background in Forensic Psychology, Norma brings a unique perspective to the world of insurance. Her understanding of human behavior, mental processes, and risk assessment allows her to approach insurance with a combination of analytical skills and empathy. Specializing in Personal Lines, Norma helps individuals and families secure their homes, vehicles, and valuable assets, offering personalized solutions to meet each client’s specific needs.
Norma’s diverse background in psychology enhances her ability to assess risk and connect with clients, ensuring they fully understand their coverage options. With years of experience in the insurance industry, she is dedicated to providing clear, expert guidance, and outstanding service. Norma takes pride in delivering a personalized approach to insurance, helping clients navigate complex needs while ensuring peace of mind for their future.
During her downtime, Norma enjoys reading, fishing, hunting, and spending quality time with her husband and cats.
Personal Insurance Specialist
480-257-1741
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Patty Love
Patty Love is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in January 2024 after the merger with Tri-Cities Insurance Professionals. With nearly a lifelong connection to Tri-Cities, Patty has immersed herself in the insurance industry since 2009, gaining expertise in various insurance lines. Patty’s pride lies in helping clients safeguard what matters most in their diverse community.
Being bilingual, Patty efficiently manages multiple phone lines, schedules appointments, and responds to crucial emails. Her responsibilities extend to directing claims to the appropriate department, handling endorsements, and explaining billing details.
Outside of work, Patty finds joy in spending time with family and friends, especially her one and only grandson. Patty is actively involved in his life, considering him her purpose on earth. Patty’s current focus is on personal growth, aspiring to make positive lifestyle changes and create cherished memories with her loved ones.
Personal Insurance Specialist
(509) 380-5980
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Rachael Quisenberry
Rachael Quisenberry is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in May 2023. A graduate of Aurora High School, she excelled in Business studies at Ivy Tech Community College before earning an associate degree in general studies from Cochise College. Rachael’s career spans mixology and food and beverage management, retiring in 2021.
In 2019, she won two People’s Choice World Awards in Tucson for her cocktail expertise. Rachael is actively involved in community service, having served as Vice President of the VFW Auxiliary in Benson, AZ, and currently holding the position of Secretary on the Saint David PTO board.
As a proud wife and mother of two Girl Scout alumni, Rachael ran her own Girl Scout troop for over five years. Specializing in customer service and retention at Inszone Insurance, she is enthusiastic about helping people save money and looks forward to further career growth with the company.
Personal Insurance Specialist
(520) 595-5433
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Rebecca Burns
Rebecca Burns is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in December 2024 after the merger with Texas Classic Insurance Agency. Rebecca graduated from Granbury High School in 2007 and continued her education at Weatherford College. With a strong family background in the insurance industry, she began her career in 2022 at Texas Classic Insurance Agency as a CSR. Six months later, she earned her insurance license through Kaplan University and transitioned into an agent role.
Rebecca is passionate about helping clients with effective communication and problem-solving skills to ensure their needs are met efficiently. She values the opportunity to assist her customers and enjoys creating lasting relationships while providing tailored solutions to their insurance needs.
In their free time, Rebecca enjoys volunteering at church, spending time at the beach, and traveling to explore new places with her family.
Personal Insurance Specialist
(817) 279-7200
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Sabrina Avalos
Sabrina Avalos is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in January 2024 after the merger with Tri-Cities Insurance Professionals.
From a young age, Sabrina was drawn to the insurance industry, a career she feels was meant for her. She specializes in Personal Lines and finds joy in helping clients understand their coverage and save money.
Sabrina finds it especially rewarding to support clients through difficult times and guide them through the insurance process. Building strong, meaningful relationships with her clients and their families is very important to her.
In her free time, Sabrina enjoys spending time with her loved ones. She loves cooking, traveling, going on adventures, and attending concerts. Her three daughters are a major source of inspiration and motivation in her life.
Personal Insurance Specialist
(509) 380-5980
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Sarah McClure, QPLS
Sarah McClure is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in February 2024. She started her career early, graduating from high school at 18. Sarah gained management experience at Courtyard Suites, where she oversaw housekeeping, managed schedules, and received recognition for her dedication.
Later, she managed her mom’s salon, handling appointments, leading a team, and managing social media. Sarah’s transition to insurance was influenced by a family member’s positive experience in the industry, sparking her passion for helping others feel secure.
Outside of work, Sarah volunteers with Habitat for Humanity, helping build homes for families in need. In her free time, she enjoys nature walks, family time, playing with her dogs, photography, riding her quad, and swimming.
Personal Insurance Specialist
(916) 527-9634
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Savanna Marchesani
Savanna Marchesani is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in January 2024. Savanna graduated from Roseville High School, where she achieved membership in the National Society of High School Scholars (NSHSS). While new to the insurance industry, Savanna brings four years of experience as a Sales Associate at Chili Peppers Tanning Salon. This role honed her customer service skills, sales expertise, and product knowledge, emphasizing teamwork and improving her work ethic. These qualities are now integral as she strives to provide outstanding customer service tailored to clients’ needs in the insurance industry.
In her free time, Savanna enjoys spending quality moments with friends and family. She indulges in occasional binge-watching of her favorite shows and movies, expressing her creativity through makeup, painting, crafts, and experimenting with new recipes in the kitchen.
Personal Insurance Specialist
(586) 926-8573
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Scott Sherman
Scott Sherman is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in April 2024. With a background in mortgage and real estate, Scott has assisted numerous clients in achieving homeownership. His transition to insurance stems from a desire to play a more significant role in protecting their assets. Residing in Simi Valley, California, Scott believes in treating every client with kindness, understanding, respect, and professionalism.
Drawing on his experience as a former real estate agent and lending advisor, Scott ensures that his clients’ coverage comprehensively addresses their financial needs. He is committed to securing the best protection at competitive prices.
Having lived in Simi Valley for over 45 years, Scott actively participates in his community by coaching kids’ sports teams and supporting organizations like the American Cancer Society and H.O.P.E (Homeless Outreach Project Earth).
In his time off, he enjoys spending time with his wife, Tracy, and watching his four sons participate in basketball and volleyball. Scott is an avid Green Bay Packers fan and enjoys collecting memorabilia, as well as making annual trips to Wisconsin to watch his favorite team in action.
Personal Insurance Specialist
(805) 243-8779
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Shannon Marchesani
Shannon Marchesani is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in November 2022 following the merger with Brinch Agency Insurance. She has worked in the insurance industry since 2000, focused on personal lines. In 2017, she obtained her Michigan Property & Casualty license. Shannon enjoys being part of a team and working with her clients to maintain their insurance needs. She is committed to providing her customers with quality customer service.
On her time off, Shannon enjoys riding bikes, outdoor adventures, reading, and spending time with her family.
Personal Insurance Specialist
586-415-4214
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Sherry Xu
Sherry Xu is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in February 2023 after the merger with Champions Insurance Group. She earned her bachelor’s degree in Project Management from Hebei University of Technology in China. She went to the United States to pursue and earn her master’s degree in marketing from Golden Gate University in San Francisco, California. She moved to Houston, TX from San Francisco in 2016 and began her career in the insurance sector in 2019, primarily working on Personal Lines. She is fluent in English and Mandarin.
In her time off, she enjoys playing with her dog and cooking for her family. She enjoys listening to music and watching movies starring her favorite idol group and actors.
Personal Insurance Specialist
(713) 260-8899
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Tania Babeshoff
Tania Babeshoff is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in July 2024 after the merger with Huntington Pacific Insurance Agency. With over ten years of experience in personal lines insurance, Tania specializes in sales and is known for her hard work and dedication.
Tania’s strength lies in her commitment to going above and beyond for her clients. She handles tough situations with patience and has a talent for connecting with people where her goal is always to ensure that her customers are satisfied and well taken care of.
In her free time, Tania enjoys reading, writing, singing, and creating art. She also loves stopping to appreciate life’s little moments and values her faith. These interests help her maintain a balanced and fulfilling life outside of work.
Personal Insurance Specialist
(714) 916-9061
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Theresa King
Theresa King is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in January 2024. Born and raised in Klamath Falls, Oregon, Theresa holds a bachelor’s degree in Psychology from the University of Oregon. She began her insurance career in 2017 when a State Farm recruiter offered to cover the costs for her education and insurance license.
Before entering the insurance industry, Theresa worked as a General Manager at retail stores, focusing on creating environments that provided the best customer experience. Her favorite part of her career is building relationships with clients, who often become like family to her. She enjoys educating them on the importance of various aspects of their insurance policies.
In her free time, Theresa loves being outdoors as much as possible. She is a devoted fan of Harry Potter and adores her cat, Elsa. An avid snowboarder, white-water rafter, and longboarder, Theresa also cherishes meeting new people and quickly makes friends, enjoying time spent with them and her family.
Personal Insurance Specialist
(916) 527-9632
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Tiffany Riggins
Tiffany Riggins is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining Inszone in April 2024. Originally from Pine Bluff, Arkansas, she graduated as an honor student from Pine Bluff High School. Tiffany’s insurance career began in 2017, and by 2018, she had become an Agency Manager. In 2023, she relocated to Texas. Under her management, her agency achieved the number one closing ratio in 2022. In addition to her insurance work, Tiffany has been a licensed cosmetologist and notary for over 10 years.
With a passion for mentoring children, Tiffany spent significant time at Quest School in Pine Bluff, AR. Known for her dedication to customer service, she treats everyone she serves like family.
In her leisure time, Tiffany enjoys traveling to different locations with her family or simply relaxing at home watching movies with her son, TyRae.
Personal Insurance Specialist
(817) 616-4820
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Tracy Lee
Tracy Lee is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in December 2022 after the merger with David Tennant Insurance. She obtained an Associate degree in Business Administration, a Bachelor of Science in Business Management and Marketing, and a minor in Art History. She has been in the insurance industry since 2015, primarily in personal lines with some commercial expertise, previously working as an office manager for David Tennant Insurance Agency. Her educational advancements and experiences have created a solid foundation for her career growth. She develops her skills by participating in consistent and ongoing learning. She has a strong work ethic as well as a strong emphasis on client education, exceptional customer service, and training skills. Tracy enjoys the ‘hometown’ vibe of the Central Coast and wants her customers to have the same experience.
Tracy has several businesses, including one focused on business development and consulting, an event planning company, and a boutique wine distribution company. She has also served as a Group Leader and Event Planner for various fundraising and philanthropic organizations. Tracy is passionate about philanthropy and charitable events.
In her time off, she enjoys spending time with her family, food and wine culture, as well as art and history. She enjoys traveling and cooking multi-course meals for large groups of people. Tracy has lived on the central coast for almost 25 years and loves everything about the area. She also enjoys funny dad jokes.
Personal Insurance Specialist
(805) 474-8962
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Trevor Bennett
Trevor Bennett is a Personal Lines Insurance Specialist at Inszone Insurance Services, joining the company in August 2024. Trevor holds a Bachelor of Business Administration in Entrepreneurship & Innovation from the University of Michigan – Flint and previously attended Kettering University, where he participated in a dual academic and co-op curriculum. During his time at Kettering, he interned with renowned companies such as Invensity, TriMas Corp, Harman International, MadDog Technology, and Faurecia. Throughout his academic career, Trevor was awarded numerous scholarships and earned prestigious industry awards, including multiple Automotive News PACE Awards.
Trevor is passionate about helping clients protect their futures by simplifying complex insurance concepts in ways that are easy to understand. He brings years of experience from both the automotive and insurance industries, coupled with a genuine desire to build strong client relationships. Trevor’s deep commitment to client care and continuous learning helps him stay ahead in a fast-growing and dynamic field.
In his free time, Trevor enjoys spending time with his free-roam pet rabbit, Rory, relaxing at the beach, and reading personal growth books. With his wedding approaching in May 2025, much of his free time is spent on wedding preparations. Additionally, Trevor is learning Portuguese to connect with his fiancée’s Brazilian heritage and plans to visit Brazil for their honeymoon.
Personal Insurance Specialist
312-748-2638
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Veronica Mariscal
Veronica Mariscal is a Personal Insurance Specialist at Inszone Insurance Services, joining the company in November 2024 after the merger with Acceptance Insurance. She is a licensed California Property and Casualty Agent, focusing on personal lines insurance. Prior to her current role, Veronica served as the Managing Agent at Acceptance Insurance, where she began her insurance career in March 2006. Outside of her professional life, she is currently certified as a Notary Signing Agent. Veronica is always open to new challenges and is excited to bring her knowledge and strong work ethic to her new position at Inszone.
Veronica is committed to providing exceptional customer service with years of experience in the insurance industry. She always goes above and beyond for her clients, ensuring their needs are met and making things right when unexpected issues arise. Her dedication to helping clients is at the core of her approach.
In her free time, Veronica enjoys spending quality time with family and friends, making the most of every moment, even if it’s just a movie night. And by the way, no scary movies for her!
Personal Lines Insurance Specialist
(415) 898-8790
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Yasmeen Cofield
Yasmeen Cofield is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in August 2023. Currently a dedicated student with a high GPA, she is pursuing Journalism with a specialization in sportscasting at Full Sail University. Prior to her enrollment at Full Sail University, Yasmeen studied business at the University of Northern Colorado. While new to the insurance industry, she brings with her 5 years of valuable customer service experience.
In addition to her academic pursuits and professional role, Yasmeen is an active member of the nonprofit organization Ednium, dedicated to transforming the education system in Denver Public Schools. Yasmeen has successfully completed various broadcasting projects, showcasing her skills in play-by-play highlights, video production, vocal training, and more. Yasmeen’s competitive spirit drives her to give her best in everything she does.
In her free time, Yasmeen finds joy in watching and playing a variety of sports, including basketball, football, soccer, volleyball, and many others.
Personal Insurance Specialist
(303) 730-2941
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Yvonne Taylor, QPLS
Yvonne Taylor is a Personal Insurance Specialist at Inszone Insurance Services, joining Inszone in February 2024. With over 6 years of experience, she consistently delivers excellent customer service, prioritizes teamwork, and supports her team’s needs.
Yvonne’s background includes collegiate-level participation in basketball and soccer, where she earned recognition as an All-Conference Athlete in soccer. Her dedication to sports has instilled valuable life skills that she applies in her professional endeavors today.
In her time off, she enjoys spending quality time with her family, staying active through workouts, and nurturing her passion for gardening.
Personal Insurance Specialist
(916) 503-6264
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Laurie Sekula
Laurie Sekula is a Personal Lines Service Representative at Inszone Insurance Services, joining Inszone in March 2024 after the merger with T Blackwell Insurance Group. She holds a Bachelor of Arts degree from Texas Lutheran College/University, completed at the age of 20, showcasing her dedication to her studies and work. Transitioning from a 25-year career in education, Laurie has seamlessly integrated into the insurance industry over the past three years.
Driven by her passion for people and curiosity, Laurie continually expands her knowledge to provide top-notch service to clients. With a knack for organization and collaboration, she fosters strong relationships with colleagues, enhancing the team’s excellence at Inszone.
Beyond her professional pursuits, Laurie finds true fulfillment in her family life. Married for over 3 decades, she cherishes spending time with her husband, children, and grandson Emmett. In her free time, Laurie enjoys boating adventures, reading, and capturing cherished memories through scrapbooking.
Personal Lines Service Representative
(210) 651-3715
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Mergers & Acquisitions
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Jennifer Sevilla
Jennifer Sevilla is the Vice President of Mergers and Acquisitions at Inszone Insurance Services. A Harvard Business School alumna and a Hartford School of Insurance-designated Commercial Lines Coverage Specialist, Jennifer brings extensive expertise in mergers and acquisitions, having successfully completed over 160 transactions that have driven Inszone’s unprecedented growth.
Jennifer joined Inszone in November 2021 through the acquisition of Stromsoe Insurance Agency, where she had served as CFO since 2016. Before that, she spent 10 years in commercial finance, specializing in commercial real estate investments and treasury management.
In addition to her professional accomplishments, Jennifer has served on the boards of several organizations, including the Southwest Legislative Council, Murrieta Chamber of Commerce, Temecula Education Foundation, Riverside County Philharmonic Orchestra, and Valley Young Professionals. Her contributions have earned her numerous accolades, such as 40 Under Forty, Chamber Member of the Year, Citizen of the Year, and being named a Top 40 Woman to Watch by Inland Empire Magazine.
Outside of work, Jennifer plays on the Women’s West Coast Marine Rugby Team and co-founded the Clarksville Women’s Rugby Team. She enjoys fishing, hiking, and exploring Tennessee’s great outdoors. Married for over two decades, she is also a proud mother of three.
Vice President of Mergers and Acquisitions
951-990-6374
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Brett Brown
Brett Brown is a Corporate Development Associate at Inszone Insurance Services, joining the team in 2022. Brett attended California State University, Fullerton before transferring to the University of Phoenix, where he obtained a Bachelor of Science degree in Business Communications. In his previous profession, Brett was the Senior Multifamily Financial Analyst at Lument, one of the largest multifamily agency lenders for both Fannie Mae and Freddie Mac debt placement. In his cumulative 10-year career in the industry, Brett has significant experience with developing streamlined operational processes, cultivating large scale sales team support and was specifically responsible for the training and team building of new analyst employees. In his most recent 5-year window, it is estimated that Brett’s teams were responsible for the origination and placement of over $500 Million in agency debt, helping Lument become a top-10 multifamily agency lender from 2017 to 2022. Consistently exceeding individual and team sales targets, Brett has earned several industry awards not only in recognition of his overall sales performance but his team leadership and training skills as well.
He is the proud father of two amazing children and enjoys being involved in their athletic careers, coaching both of their baseball and softball teams. When he is not at work or on the baseball/softball field, Brett enjoys staying active at the gym or on the golf course and loves spending quality time with his family and friends.
Corporate Development Associate
714-400-0572
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Ken Kaiser
Ken Kaiser is a Corporate Development Associate at Inszone Insurance Services.
Ken holds a BBA in Finance, Investment & Banking from the University of Wisconsin, Madison, and has developed significant expertise in investment banking, financial analysis, and software engineering.
Ken began his career as a Financial Analyst and eventually became Managing Director at Hunter Wise Financial Group, where he managed complex deal processes and developed acquisition strategies. He later founded his own firm, Double Helix LLC, where he sourced acquisition targets and led successful transactions for large private equity clients. Throughout his career at both Hunter Wise and Double Helix, Ken has closed deals totaling over $1 billion in transactional value. He currently serves on the Board of Directors for Teal Jones Lumber Services, providing strategic oversight and governance.
In the technology sector, Ken is an AWS Certified Solutions Architect – Associate and is proficient in React, Redux, GraphQL, Node.js, and Docker. As a Senior Engineer at Veritone, he built and designed AI-driven solutions.
In his free time, Ken enjoys golfing, traveling, and engaging in various other outdoor activities.
Corporate Development Associate
(714) 916-9066
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Ryan Bybee
Ryan Bybee is a Corporate Development Associate at Inszone Insurance Services, joining Inszone in January 2024. He holds a Bachelor of Business Administration with an emphasis in Business Law from Loyola Marymount University. While new to the insurance industry, Ryan brings valuable experience from his previous role as a Senior Investment Sales Associate at Colliers International, a leading commercial real estate company.
During his six-year tenure at Colliers, Ryan was integral to one of the top multifamily teams in Southern California, facilitating numerous transactions totaling approximately $200 million annually in commercial apartment complexes. Ryan is excited to bring his talents to Inszone in support of the growth and development of the company.
In his time off, Ryan enjoys various outdoor activities such as bird hunting, deep-sea fishing, and golfing, along with engaging in sports and live music events.
Corporate Development Associate
714-361-6759
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Marketing
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Juan Cruz
Juan Cruz is the Vice President of Marketing and Development at Inszone Insurance Services. He joined the company in 2016, bringing with him over seven years of experience in direct response marketing. Juan holds a bachelor’s degree in Global Studies with a minor in Anthropology from the University of California, Los Angeles (UCLA).
At Inszone, Juan oversees all aspects of marketing, focusing on building a consistent brand identity and creating successful direct response campaigns. His expertise has helped multiple companies enhance their digital presence, grow lead generation efforts, and strengthen their brand visibility.
A passionate traveler, Juan has visited 25 countries and is an avid scuba diver and bike rider. He believes in working hard to enjoy life to the fullest.
VP – Marketing & Development
916-503-6355
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Laura Campbell
Laura Campbell is a Business Development Representative at Inszone Insurance Services, joining Inszone in March 2024. Laura was born and raised in San Antonio, though she could be best described as a city girl with a heart for the country. She’s passionate about business growth and marketing, finding enjoyment in creating strategies that make a difference.
Laura believes in treating customers like family, always going the extra mile to build trust and show care. She’s all about celebrating every win, big or small, and knows that strong relationships are key to success in business.
Building connections is Laura’s strength. She excels in creating opportunities that benefit everyone involved, whether it’s forming new partnerships or nurturing existing ones.
In her time off, Laura loves spending weekends with her husband and son at the deer lease, fishing, and working on their property. She also enjoys hosting friends and family gatherings and getting crafty in her free time. Plus, she’s involved in women’s ministry in her church and community, showing her dedication to making a positive impact wherever she can.
Business Development Representative
(210) 651-3715
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Jacob Bridgman
Jacob Bridgman is a Marketing Manager at Inszone Insurance Services. With a B.A. in Marketing from the University of Washington and over a decade of marketing experience, Jacob has honed his expertise across various industries. Previously the Director of Marketing for a company in intellectual and developmental disability healthcare, he has experience in strategic planning, content creation, and shaping the digital user experience. He also holds a Google Analytics Individual Qualification, further solidifying his expertise in data-driven marketing.
Jacob is passionate about crafting cohesive marketing strategies that amplify brand visibility and engagement. His ability to integrate digital tools with traditional marketing channels allows him to deliver results that drive growth and foster meaningful connections with clients. Jacob’s dedication to innovation and collaboration ensures he remains a valuable asset to his team and the company.
In his free time, Jacob enjoys exploring the outdoors, staying active, and contributing to his community. He values family time and is also committed to ongoing professional development to stay ahead in the ever-evolving marketing landscape.
Marketing Manager
714-832-8193
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Nathaniel Jackson
Nathaniel Jackson is the IT Manager and Head of Marketing & Development at Inszone Insurance Services, joining Inszone in October 2022 after the merger with Employers Choice. Nathaniel is an IT specialist and self-taught programmer with almost two decades of experience in the tech industry, prior to joining the Inszone team. He is passionate about marketing and utilizing the latest technologies to help businesses reach their goals. He is inspired by those making a difference in the world and lives by the mantra, “If you can’t join them, beat them”.
In his free time, Nathaniel enjoys spending time with his family and four corgis, hiking, boating, skiing, reading, and learning about new technologies. He is a fan of revolutionary science fiction such as The Moon is a Harsh Mistress and 1984 and is always looking for ways to contribute to the success of his businesses and communities.
IT Manager - Marketing & Development
916-866-9916
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Kendall King
Kendall King is a Senior Marketing Coordinator at Inszone Insurance Services, joining the company in November 2021 after transitioning from Stromsoe Insurance Agency. She holds a degree in Human Communications with a concentration in writing and rhetoric from CSU Monterey Bay. Kendall’s career path has been varied, beginning as a Field Office Coordinator for the American Red Cross on an Army post in Germany. It was there that she discovered her love for marketing—a field where creativity meets analytics, and no two days are the same. Kendall entered the insurance industry in 2020 and has since found fulfillment working in a sector dedicated to helping others during critical moments.
At Inszone, Kendall leads the traditional marketing team, where she and her team maintain the company’s branding across various channels, develop internal marketing resources to support sales initiatives, oversee external advertising efforts for local and companywide campaigns, and coordinate numerous events and sponsorships. Her dedication to building a cohesive and motivated team has become her true passion. Kendall’s commitment to supporting her company, department, and team was recognized when she received Inszone’s 2022 #ExceedingExpectations award.
In her free time, Kendall enjoys quality moments with her son, indulging in a good book, and admits she has a love for Disney—despite claiming not to be a “Disney adult” (but don’t ask how many pairs of ears she owns).
Senior Marketing Coordinator
951-249-7001
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Katherine Corbett
Katherine Corbett is a Marketing Coordinator at Inszone Insurance Services, joining the company in March 2023 after the merger with Corbett & Associates Insurance Agents & Brokers. She graduated from Beverly Hills Highschool in the class of 2009. Later, she attended Santa Monica College, where she focused on business. She has always had a love for social media, but it was when she started her own Instagram platform that she grew to love marketing.
Katherine is a member of SAG (Screen Actors Guild). In her previous career, she worked in the film industry, doing various jobs on set. She also volunteers at her son’s school whenever she has the time, helping with different food drives for the homeless. She loves making sure clients are taken care of and always thinks of how she would want her family to be treated, using that as her basis for how she treats everyone.
In her free time, she enjoys going to her son’s sports games, even though she never grew up with a love of sports. She also loves to travel with her family and try new things. Whenever she gets the chance, her favorite thing to do is watch a good movie or show with her family. That is when she is really at her happiest.
Marketing Coordinator
(805) 373-0782
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Dan Berget
Dan Berget is a Copywriter at Inszone Insurance Services, joining the company in September 2024. Dan earned his Bachelor’s degree in English from California State University, Sacramento in 2018 and launched his career in copywriting shortly after. Over the years, he has specialized in SEO-driven content creation, including articles, blog posts, email campaigns, and website copy, while also contributing to web design and enhancing digital engagement through impactful marketing strategies.
Dan’s passion for clear, compelling communication is at the heart of his work. With a meticulous eye for detail and a deep understanding of SEO best practices, he strives to create impactful messaging that supports Inszone’s brand and helps clients connect with the company’s offerings. His background in content strategy and storytelling benefits both his team and Inszone’s marketing initiatives.
In his free time, Dan enjoys hiking, reading, and attending weekly trivia nights. A film enthusiast, he watches over 60 movies in theaters each year. Dan also channels his creativity through novel writing, including a book based on a long-running Dungeons and Dragons campaign he led for three years.
Copywriter
(714) 919-6218
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Operations
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Amy Hackney
Amy Hackney is the Director of Process Optimization at Inszone Insurance Services. Amy holds a bachelor’s degree in Business Management & Entrepreneurship from Northwood University, has been in the insurance industry since 2002, and has been licensed in Property & Casualty since 2007. Prior to joining Inszone in September 2021, Amy served with multiple insurance companies and held management roles. Amy also led a team of managers and was responsible for spearheading system conversions, integrating staff, workflow trainings and procedures of newly acquired agencies. During her tenure, Amy oversaw one of the largest system conversions at AssuredPartners and converted five systems into one within a 12-month project. She also led the company operationally through M&A which assisted in increasing the company’s revenues from $20m to $50m. Amy has a successful and proven track record in leadership and management, helping companies grow and improve exponentially. Her empathy, patience, organization skills, desire, and ability to solve problems have brought up Amy where she is today.
On her off time, Amy enjoys family activities such as hiking, swimming, and spending time with her husband and daughter.
Director of Process Optimization
916-830-2742
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Kathy Camitses
Kathy Camitses is a Senior Operations Analyst at Inszone Insurance Services, joining the company in March 2023 after the merger with Corbett & Associates Insurance Agents & Brokers. With over 35+ years of combined work experience in the insurance industry, Kathy has held various roles and responsibilities at three different insurance agencies prior to joining the Inszone team. In her most recent position as Operations Manager, she led by example and provided valuable support to the team, contributing to their success. While she has enjoyed her previous roles, Kathy is excited about her new position at Inszone and the opportunities it presents.
Outside of her professional life, Kathy takes great pride in being a devoted mother and wife. She shares her life with her wonderful husband, Daniel, they have been together since they were teenagers. Together, they have three amazing children. During her free time, Kathy immerses herself in home improvement projects and lives by the motto of “why pay someone when you can do it yourself!” Kathy’s hobbies include reading, sewing, crocheting, needlepoint, gardening, and restoring old furniture. Additionally, Kathy finds fulfillment in her Sunday routines, attending church and dedicating her time to volunteering in the 4-year-old Sunday school. Kathy is also actively involved in community service, having worked with organizations such as PAL’s and Children’s Hunger Fund.
Senior Operations Analyst
(805) 497-3340
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Kelly Long
Kelly Long is an Operations Analyst at Inszone Insurance Services, joining Inszone in May 2023. Prior to her current role, Kelly served as the Director of Onboarding and Training at an independent insurance agency, which eventually led to her promotion as VP of Operations. Kelly’s passion lies in streamlining processes, optimizing workflows, and empowering individuals. Kelly takes great pride in her ability to drive solutions, support projects, and ensure adherence to standard operating procedures.
Kelly firmly believes that fostering a growth mindset and providing effective training are crucial for individual success. Throughout her career, she has recognized the value of unlocking the full potential of each person and establishing strong connections, resulting in notable achievements for agents. For example, Kelly has successfully implemented an onboarding process that reduced agent onboarding time by 27%. Additionally, Kelly created a comprehensive master carrier guide, leading agents to being appointed with carriers an average of eight days faster.
Kelly continues to leverage her industry expertise and people-centric approach, eagerly anticipating the growth of the operations department and the bright future of Inszone. Kelly is excited to contribute her skills and knowledge to drive further success in the organization.
In her free time, she enjoys reading, attending church, and embarking on adventures with her husband and twin daughters. Kelly prioritizes quality family time and actively fosters her daughters’ development.
Operations Analyst
(832) 410-3375
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Janet Castrejon
Janet Castrejon is the Director of Integration at Inszone Insurance Services, Inc. Janet brings over 20 years of experience in the personal lines insurance market. Prior to joining Inszone, Janet served as Vice President of Operations for Confie Seguros Inc., where she directed and coordinated operations in support of the company’s growth, which includes successfully completing over 100 acquisitions during her tenure.
On her time off, Janet enjoys spending time with her family and friends and enjoys outdoor hobbies such as running and hiking.
Director of Integration
916-738-7805
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Tania Gasca
Tania Gasca is an Integrations Department Manager at Inszone Insurance Services, joining the company in September 2023 after the merger with The Point Insurance. With over 1 decade of experience in the insurance industry, she has made meaningful contributions across various aspects of the business.
During her career, Tania has been involved in all areas of the insurance business, including customer service in both personal and commercial lines, as well as providing crucial support to internal teams. Her proven track record highlights her ability to lead successful teams in achieving company goals, ultimately benefiting customers. Tania has consistently demonstrated a people-focused approach throughout her career.
In her free time, you can find Tania searching for the best restaurants in town or enjoying quality moments with family and friends.
Integrations Department Manager
(562) 453-3246
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Alyssa Hendrickson
Alyssa Hendrickson is a Carrier Integration Team Manager at Inszone Insurance Services. She has been in the insurance industry since 2014. She started her career at an independent insurance agency doing accounting, commercial lines account management, and special projects where she led in the implementation of new technologies and efficiency workflows. More recently she worked as an underwriter for a global standard carrier writing large commercial risks. Alyssa has a bachelor’s degree from San Diego State University in Business Administration, a Property & Casualty License, and an Associate in Commercial Underwriting (AU) designation. Alyssa loves education and is always looking for new things to learn. Her passions include working with numbers, process efficiency, and helping others develop professionally.
When she is not working, she enjoys baking cakes, scrapbooking, and cheering her husband on at off-road races.
Carrier Integration Team Manager
951-249-7012
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Cheryl Baker
Cheryl Baker is an Integration Specialist at Inszone Insurance Services, joining the company in August 2023 after the merger with Hawks View Insurance. Her journey began after high school as she started her family. Engaging deeply in her youngest child’s school community, she took on various roles. This led her to a pivotal position as the office administrator for a preschool center, honing her leadership skills.
At 26, Cheryl returned to school, earning her Associate of Arts and later her Bachelor of Arts degree at The Evergreen State College. Despite her educational path, she excelled as an Office Administrative Professional in the education system, rather than becoming a teacher.
In 2021, Cheryl embraced a new challenge, venturing into the insurance world. Her passion for relationships and knack for optimizing workflows propelled her success.
Beyond her professional life, Cheryl finds solace in travel and waterside retreats with her husband. Her infectious laughter and love for humor, especially dad jokes from her grandchildren, showcase her zest for life. Whether immersed in a good book or surrounded by loved ones, Cheryl finds joy in every moment.
Integration Specialist
(360) 229-5652
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Lynne Harm
Lynne Harm is an Vendor Integration Specialist at Inszone Insurance Services, joining Inszone in March 2024 after the merger with T Blackwell Insurance Group. With over 44 years of experience in management and accounting, Lynne’s responsibilities include payroll, inventory management, and overseeing expenses. Known for her organizational prowess and knack for problem-solving, she thrives on analyzing every aspect of her work.
Originally from Kingsbury, Texas, near San Antonio, Lynne has spent her whole life in the area but loves to travel and see new places.
In her time off, Lynne enjoys spending time with her three cats and working in her yard with her husband, who is a retired police officer and US Air Force veteran.
Vendor Integration Specialist
(210) 651-3715
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Maylee Araujo
Maylee Araujo is an Integration Specialist at Inszone Insurance Services. Maylee graduated from Cal State Long Beach in May 2020 with a degree in Business Economics and a minor in Spanish and began working with RISCO Insurance as a Customer Service Representative shortly after. By late 2021 Maylee was asked to take over as Assistant Office Administrator and learned about the behind the scenes of running a local insurance agency.
Maylee joined Inszone in December 2021 after the merger with her previous company, RISCO Insurance Services Inc.
In her spare time, Maylee likes to go out and have fun with family and friends.
Integration Specialist
323-206-5705
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Elizabeth Archer
Elizabeth Archer is an Integration Coordinator at Inszone Insurance Services, joining Inszone in September 2023. She holds a degree in communications along with a Life Insurance and California Code Ethics license. With over 13 years of experience in administrative work, customer service, and management, Elizabeth also boasts expertise in life insurance. She has held roles such as District Leader and is a Certified Mandated Reporter Educator.
Her commitment to community involvement is evident through volunteering as a School Council Member for Woodland Elementary and Kaiser Elementary in Costa Mesa. Elizabeth was also a part of the San Bernardino/Riverside County School Community Safety Symposium at the University of Redlands, serving as a Committee Event Planner. Elizabeth has dedicated time to mentoring and tutoring a diverse range of students, demonstrating exceptional leadership, integrity, respect, honesty, care, communication skills, dedication, mentorship, and problem-solving abilities.
In her leisure time, Elizabeth has recently taken up snowboarding as one of her hobbies.
Integration Coordinator
(951) 249-7004
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Melanie Stout
Melanie Stout is an Operations Analyst at Inszone Insurance Services, joining the company in November 2024 after the merger with Loft & Co. Melanie’s journey in insurance began in 2012 as a secretary at a State Farm agency, where she quickly advanced by obtaining her Life, Health, and P&C licenses. Her career has spanned diverse areas, including aviation insurance, where she specialized in chartered and non-owned aircraft, gaining unique insights into specialized coverage. At Loft & Co., she focused on enhancing client education and service, ultimately transitioning into an operations role, making her the perfect fit for Inszone Insurance and our fast-growing company. Over the past three years, Melanie has excelled in training staff, fostering career development, onboarding new hires, and managing AMS and carrier transitions during agency acquisitions. Her CLCS designation reflects her commitment to professional growth and operational excellence.
Melanie’s expertise in navigating complex transitions and her passion for improving processes make her an invaluable asset to Inszone’s operations team. She thrives on creating efficient systems, empowering team members, and delivering an exceptional experience for clients and colleagues alike.
In her free time, Melanie enjoys indulging her love for fantasy novels and tabletop games like Dungeons and Dragons. A self-proclaimed “nerd,” she also appreciates board and video games, cooking, and hosting dinner parties for family and friends. Dedicated to her community, she volunteers at local food pantries, farmers markets, and animal shelters, advocating for humane treatment and supporting those in need. Above all, Melanie cherishes time with her family and embraces every opportunity to learn, grow, and connect with others.
Integration Coordinator
(303) 683-8858
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Mireya Barajas
Mireya Barajas is an Integration Coordinator at Inszone Insurance Services, joining Inszone in February 2024. She holds an associate degree in Criminal Justice from West Los Angeles College. Mireya’s dedication and skills were recognized when she received the Employee of the Year award in both 2016 and 2018 at Confie Insurance.
With an impressive 34-year career in the insurance industry spanning various agencies, Mireya brings extensive experience to her role. Her expertise has honed exceptional organizational and time management skills, allowing her to efficiently handle multiple tasks.
Outside of work, Mireya finds joy in contributing to her family’s artisanal business shop. She also values spending quality time with her kids and finds solace in Sunday services.
Integration Coordinator
(951) 249-7005
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Staff Development
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Max Cusator
Maxwell Cusator is a Staff Development Manager at Inszone Insurance Services. He decided to pursue a career in the insurance industry because he saw an opportunity to showcase his ability to provide catered solutions to complex problems. Max pursued his education at California State University Long Beach, where he earned a Bachelor’s Degree of Science in Business Administration with an emphasis in Finance. Finance as an obvious choice for Max, as he is a very analytical individual. Coupling his analytical skills along with his ability to establish and maintain relationships, Max’s clients take comfort in knowing that he is there to help them achieve their goals both safely and effectively.
Max attributes many of his skills to his tenure as a water polo athlete. He had the opportunity to develop essential professional skills from an early age, mastering the crafts of time-management, communication, and overall reliability, making him an essential asset to any business owner.
In his free time, Max enjoys riding his bike and golfing.
Staff Development Manager
916-738-7717
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Patty Cicogni
Patty Cicogni is a Senior Training Specialist at Inszone Insurance Services. Patty joined the Inszone team in 2012 with no prior experience in the industry. Starting off as an account manager assistant, Patty climbed her way up the company ladder, obtained her insurance license, and worked diligently to be where she is today. Patty is a prime example of a hardworking employee deserving of merit, earning the award, “Employee of the Year” in 2016. Patty holds an AA in Fire Technology from America River College.
In her leisure, Patty is a volunteer with the American Red Cross, Sierra – Delta Chapter. She has participated in their operations since 2011, helping against local disasters & home fires. Patty considers aiding clients in their turbulent times humbling & rewarding. She also loves binge watching TV when time permits.
Senior Training Specialist
916-503-6296
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Andrew Goodenough
Andrew Goodenough is a Training Specialist at Inszone Insurance Services, joining Inszone in September 2023. A graduate of California State University, Long Beach with a major in Communications, he has an impressive background in helping clients attain and sustain financial security by providing tailored financial advice and solutions that align with their unique needs and goals.
Andrew also excels in team collaboration, regularly participating in stand-up meetings to offer updates on progress. Andrews skill set includes exceptional time management, strong leadership capabilities, effective communication, and the ability to analyze situations with precision while maintaining a personable and approachable demeanor.
Beyond his professional pursuits, Andrew passionately supports the “Windows to my Soul” charity, an organization dedicated to aiding veterans and individuals struggling with PTSD through equine-assisted therapy. Andrew actively contributes by organizing events and promoting upcoming galas. In addition to his charity work, Andrew volunteers as part of the pit crew, responsible for tasks such as fueling boats, checking radios, launching boats from land to water, and maintaining their engines.
In his free time, Andrew finds enjoyment in activities like golfing and jet skiing, as well as being an avid spectator of football, basketball, and water polo. With over two decades of experience in water polo, he has a deep-rooted passion for the sport. Andrew is also involved with the Chuck Skelton Boat Racing Team, a nationally renowned competition tunnel boat racing team that has been in his family for generations.
Training Specialist
(916) 866-9920
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Jonathan Campos
Jonathan Campos is a Training Specialist at Inszone Insurance Services. Jonathan joined Inszone in 2020 and has been helping our clients with their commercial insurance needs. Jonathan was drawn to insurance industry out of his desire to help other people through insurance.
On his time off, Jonathan enjoys hanging out with his friends and family and playing sports.
Training Specialist
520-257-3174
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Human Resources
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Carrie Palmer
Carrie Palmer is the Director of Human Resources at Inszone Insurance Services. Carrie started her career in the insurance industry with finance and accounting. After trying her hand at sales, she decided that her talents were best utilized in Human Resources. She completed her master’s in Business Administration in 2018 from the University of Redlands, going back to school not only for herself, but as a role model for her girls. The lesson that a goal can be achieved at any stage in life is very important for her. Carrie enjoys working in Human Resources because it gives her the ability to watch the company grow, create positive change, and assist the employees in a powerful way. Transitioning to a larger company has challenged Carrie to identify, develop and retain talent in more efficient and effective ways, realizing competitive advantages and enhanced culture along the way.
Carrie joined Inszone in July 2021 after the merger with her previous company, Strachota Insurance Agency.
On her off time, she enjoys spending time with her girls and getting out into the community.
HR Director
951-284-4884
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Erica Gates
Erica Gates is an HR Benefits Specialist at Inszone Insurance Services. Erica started in the insurance industry in 1999 as a receptionist and worked her way up to a licensed agent. She has worked in Personal, Commercial and Group Benefits, which has given her a vast range of knowledge to use when finding the best protection for her clients’ needs. And she is always willing to go the extra mile in this fast-paced environment and is always keeping up with the newest guidelines to ensure her clients are properly protected.
Erica joined Inszone in November 2021 after the merger with her previous company, Stromsoe Insurance Agency.
On her off time, Erica enjoys spending time with her family, which includes attending her youngest daughter’s soccer events.
HR Benefits Specialist
951-284-4889
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Samone Senior
Samone Senior is an HR Coordinator at Inszone Insurance Services, joining Inszone in September 2023. Samone graduated in 2016 from California State University San Marcos, achieving a Bachelor of Arts in Liberal Studies with a concentration in Sociology. In October 2022, she obtained a Professional in Human Resources certificate and is currently working towards a SHRM-CP certification through an exam preparatory program at California State University San Marcos.
Prior to her role at Inszone, Samone held a position as a storage consultant, specializing in sales and collections for over 2 years. In 2022, she gained valuable Human Resources experience at a daycare facility, functioning as a Human Resources Generalist and fulfilling supervisory and leadership roles. During her tenure in sales, she consistently received secret shopper scores above 90%, reflecting excellent customer service and dedication.
Samone’s strengths lie in her dedication, organization, and honesty as an employee, coupled with a strong work ethic. Balancing a full-time career in her field, her role as a full-time mother to her daughter, and her ongoing education showcase her remarkable multitasking abilities.
In her free time, Samone finds joy in spending quality moments with her daughter, family, and friends. She also pursues her passion for reading and writing whenever time allows, guided by the belief that “every person is born with talent” -Maya Angelou.
HR Coordinator
(951) 239-4494
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Wendy Roten
Wendy Roten is an HR Generalist at Inszone Insurance Services, joining the company in December 2024. Wendy graduated from Texas A&M with a BBA in Management with a focus on Human Resources. She has five years of experience in the insurance industry, specializing in personal lines, and previously worked as an HR Generalist.
Wendy is passionate about working with people, answering questions, and solving problems, which led her to HR in college. Her approach focuses on providing valuable support to both her team and clients.
During her time off, Wendy enjoys riding horses. She was a former barrel racer and trained her quarter horse from being a pasture horse to a great barrel horse. Wendy loves spending time with her family, including her children Rylan (23), Parker (21), and Blakely (17).
HR Generalist
210-494-6281
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Christopher Littell
Christopher Littell is the Head of Recruiting at Inszone Insurance Services, joining Inszone in October 2023. Christopher holds a degree in Business Management with honors and is a SHRM Senior Certified Professional. Chris leads recruiting efforts for Inszone in the company’s first full-time talent acquisition role. Chris firmly believes in the significance of both technical fit and cultural fit in building and sustaining a successful, scalable organization.
Over his impressive 20-year career, Chris has held roles in Human Resources and Learning and Organizational Development, collaborating with both local and international companies such as VISA, United Parcel Service, and CapitalOne. Notably, he earned the SAMMY Award for training excellence at CapitalOne within his first 90 days.
Recognized as a forward-thinking innovator, Chris implemented his company’s inaugural remote New Hire Training Program in 2009, a decade before the widespread adoption of remote work. Currently residing in Tampa, Florida, Chris most recently led human resources and training efforts at a statewide property and casualty insurer, adding to a series of leadership roles held since 2007. Chris has received the Outstanding Performance and Learning Award from the Suncoast Chapter of The Association for Talent Development (formerly ASTD) on two occasions.
In his free time, Chris indulges in his passion for music, cherishes moments with family, and explores culinary pursuits.
Head of Recruiting
(951) 239-4495
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Yenny Hernandez
Yenny is an HR Recruiter at Inszone Insurance Services, joining the company in October 2024 after the merger with Amazon Corporate. With a background in recruitment and retail business, particularly with Amazon Corporate, Yenny has successfully led high-volume hiring initiatives, including her critical role in launching Amazon Fresh and Amazon Style stores, achieving a 100% fill rate. Her strategic approach ensures a balance between technical proficiency and cultural fit, helping organizations grow and thrive.
With over 15 years of experience, Yenny has managed multiple recruitment pipelines, fostered strong partnerships, and consistently exceeded hiring objectives. Her work has spanned operational leadership roles in major companies like Amazon and Nordstrom, where she led teams to top departmental rankings across North America, known for her innovative thinking and data-driven methods.
Outside of work, Yenny is a proud mother of twin girls and loves being involved in their sports activities. She also cherishes spending time with family and making the most meaningful moments together.
HR Recruiter
(951) 239-3064
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Finance and Accounting
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Aurelio Olguin
Aurelio Olguin is the Controller at Inszone Insurance Services. In his current role, Aurelio is in charge of financial reporting and managing the Inszone Accounting Department. Aurelio joined the team in June 2020, bringing with him over twenty years of accounting experience, thirteen of which were in the insurance industry. In his career, Aurelio has been instrumental in the growth of multiple companies, setting up processes and procedures which allowed for successful integrations of acquisitions and organic growth.
On his time off, Aurelio enjoys hockey and baseball, as well as spending time with his family.
Controller
916-738-7705
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John Mobley
John Mobley is a Senior Financial Analyst at Inszone Insurance Services, joining the company in March 2023 after the merger with Citizens General Insurance Brokers. He graduated from Cal Poly SLO in 2010 with a Bachelor’s degree in Business and has since gained over a decade of experience with Citizens, covering all aspects of operations including sales, customer service, accounting, payroll, HR, project management and implementation, CRM development, and marketing. His strengths lie in his friendly and helpful attitude, his knowledge, and his honesty.
In his free time, he enjoys spending time with his family, exploring the Auburn canyons, riding bikes, hiking, and wine tasting around the Sierra foothills.
Senior Financial Analyst
(800) 621-0884
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Zack Issleib
Zack Issleib is a Director of Financial Planning and Analysis at Inszone Insurance Services, joining Inszone in November 2023. Zack’s primary responsibilities include analyzing the company’s finances, modeling financial outcomes, creating budgets and forecasts, and understanding how well the company is doing with its strategic and financial goals.
Before joining Inszone, Zack had various roles in the financial services field. Zack’s most recent position was at Kemper Insurance, where he worked as a Director of FP&A in different areas, including corporate finance, property and casualty insurance, and life insurance. Zack also worked with MB Financial Bank where he analyzed financial statements and managed relationships with local businesses in the Chicagoland area.
Zack earned his bachelor’s degree in Finance from Indiana University and later completed his MBA at Northwestern’s Kellogg School of Management. When he’s not working, Zack enjoys playing sports including tennis, paddle, and golf. In his free time, you’ll often find him reading or cheering for his favorite Chicago sports teams.
Director of Financial Planning and Analysis
(847) 230-3298
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Brenda Nevarez
Brenda Nevarez is a Senior Accountant at Inszone Insurance Services. Brenda has been in the accounting field since 2001 and started working in the insurance industry in 2008. Throughout her career, she has assisted in improving accounting processes and procedures in the integration of acquisitions. She holds an associate degree in Accounting from Santa Monica College and is currently working toward her bachelor’s degree in Accounting through Arizona State University.
On her off time, she likes to spend time with her family and friends, hiking or traveling.
Senior Accountant
916-503-6293
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Hope Conley
Hope Conley is a Senior Accountant at Inszone Insurance Services. Hope has been in the insurance industry for over three decades and before finally settling into accounting, she handled all aspects of the services side; including account management, claims and customer service. Hope also enjoys helping the community and has served with The National Charity League for seven years. Hope takes pride in working as a part of a team and loves problem solving.
On her off time, she enjoys traveling and spending time outdoors.
Senior Accountant
916-379-8622
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Rosa Mojica
Rosa Mojica is an Senior Accounting Associate at Inszone Insurance Services. Rosa graduated from Sequoia High School and got her Associate degree in Accounting from Canada College, and she looks forward to beginning her insurance career with Inszone Insurance.
Rosa is no stranger to hard work. In 2009 she started work as a cashier at Harry’s Hofbrau and was quickly promoted to their catering department where she became the catering director’s assistant. Then when a full-charge bookkeeper’s position opened in 2013, she took it. From there she went on to oversee the books for two restaurants, learned HR, restaurant operations and became a translator for Spanish speakers. In 2018, Rosa was offered the position as catering director where she oversaw thousands of events. In 2020 she and her family decided it was time to relocate to Galt, CA. and now she is part of the Inszone family.
In her off time, she enjoys spending time with her four beautiful children, two boys and two girls. She enjoys reading, spending time with family and friends, hiking, building puzzles, and she enjoys sports. A fun fact, is while she enjoyed planning wedding and events, she would rather be in accounting dealing with numbers and doing Sudoku puzzles.
Senior Accounting Associate
916-738-7815
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Tanner Riggs
Tanner Riggs is a Senior Accounting Associate at Inszone Insurance Services. He graduated high school at Aptos High School and pursued his associate degree in Philosophy at Cabrillo College. Tanner’s professional experience in the insurance industry started in 2018 with Valley Regional Insurance Services and served as a full charge bookkeeper and accounting department lead. Tanner is a dedicated professional with a versatile skill set and prides himself in being accountable, team player and problem solver.
Tanner joined Inszone in April 2021 after the merger with Valley Regional Insurance Services.
On his off time, Tanner enjoys powerlifting and video games.
Senior Accounting Associate
559-547-2192
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Christopher Carrillo
Christopher Carrillo is an Accounting Associate at Inszone Insurance Services, joining the company in October 2022 after the merger with Employers Choice. He earned an associate degree in Business Administration from MiraCosta College and a bachelor’s degree in finance from CSU San Marcos, where he made the Dean’s List twice. He worked as a consultant for the San Diego North Economic Development Council during his senior year at CSU San Marcos. This working experience highlighted which aspects of his education he prefers to utilize in the professional world. He addressed the need for a small business resource guide, as well as how to establish a business and networking tasks.
Christopher’s professional foundation is based on excellent customer service and a strong work ethic. He started in Administration but was moved straight to the Sales department. Because of his ambition and goals, he was transferred to new sales for their office. He believes that with proper preparation and work ethic, anyone can achieve success. As a result, aside from communication, critical thinking, and numerical ability, his main strength is his work ethic.
In his free time, he enjoys being active, reading, and playing sports. Soccer and basketball are his favorite sports to play. He also enjoys watching soccer more than any other sport.
Accounting Associate
(760) 826-0365
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Jose Hinojosa
Jose Hinojosa is an Accounting Associate at Inszone Insurance Services, joining the team in October 2024. He is currently pursuing an Associate’s degree in Computer Science at MiraCosta Community College.
Previously, he served as an Assistant Manager at Valvoline Instant Oil Change, where he managed the team and coordinated with suppliers for a year. Serving thousands of customers each week helped him develop strong problem-solving and leadership skills. Notably, he led the team to achieve record-breaking revenue for a calendar year.
In his free time, Jose enjoys attending sports games, with baseball being his favorite. He also likes working in his car, and during the winter, his favorite activity is snowboarding.
Accounting Associate
(760) 507-0516
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Melissa Gonzalez
Melissa Gonzalez is an Accounting Associate at Inszone Insurance Services, joining the team in August 2024. She brings a wealth of experience in finance and administrative support, with a diverse background that began in cosmetology before transitioning into finance and human resources.
With three years as an HR Assistant and prior experience managing accounts receivable for a pest control company, Melissa offers a well-rounded understanding of financial operations, along with a strong focus on accuracy and efficiency.
Outside of work, Melissa is a dedicated mother of three, actively involved in her children’s sports and extracurricular activities—from cheering at baseball and football games to supporting dance recitals. She also serves on the board of her kids’ football team, contributing to the community and fostering a positive environment for youth.
In her free time, Melissa enjoys crafting and never misses the chance to support her favorite team, the 49ers, on game day.
Accounting Associate
(916) 520-2285
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Tatiana Oselskis
Tatiana Oselskis is an Accounting Associate at Inszone Insurance Services. She has been in the insurance industry since 2009, with a focus on accounting. Tatiana joined Inszone Insurance in 2013, and has been an integral part of the accounting department since.
On her time off, Tatiana enjoys running, reading and writing.
Accounting Associate
916-738-7802
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Tobin Riggs
Tobin Riggs is an Accounting Associate at Inszone Insurance Services, joining Inszone in April 2023. He is a graduate of Buchanan High School, where he took a Cybersecurity Lab at the Center for Advanced Research and Technology during his senior year. He went on to pursue a degree in Health Administration at Clovis Community College. Tobin has a passion for computers and constantly strives to improve his skill set.
In his free time, he enjoys spending time with animals, camping, and playing video games. His favorite sport is baseball.
Accounting Associate
(559) 606-0118
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Angie Mitchell
Angie Mitchell is an Accounting Clerk at Inszone Insurance Services. An insurance veteran, she has been in the industry for more than two decades. She pursued her Associate Degree in Business Administration from Heald Business College in Concord, CA. In 2000, after graduating, Angie and her family moved to San Diego where she began her career as a processing specialist and supervisor with Arrowhead General Insurance Agency, Inc. In 2004, Angie joined the accounting department at Strachota Insurance Agency Inc, where she was responsible for handling agency bill payables, receivables, deposits, vendor payables, audit collections and other accounting duties. In 2021, Angie joined Inszone after the merger with Strachota Insurance Agency Inc. and she is happy to continue her accounting duties with Inszsone.
Angie is a proud wife and mother of two beautiful daughters who have graduated and received their bachelor’s degree from the California State University of San Marcos (CSUSM).
On her off time, Angie loves to spend time with her family, hanging out in the backyard, and enjoying life. Her greatest quality is she sees beauty in everyone she meets.
Accounting Clerk
951-284-4861
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Administrative Staff
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LeAndra Irvin
LeAndra Irvin is a Claims Advisor at Inszone Insurance Services, joining the company in May 2024. She began her insurance career in 2016 as an Intake Claims Specialist, where she discovered her passion for the industry. LeAndra has worked in various areas, including Auto, Property, General Liability, and Workers’ Compensation claims. She holds an All Lines Adjuster’s License, which reflects her expertise across multiple facets of claims management.
LeAndra is dedicated to providing excellent service and treats every customer as if they are family. Her approach is rooted in empathy, placing herself in the client’s shoes to enhance engagement and customer satisfaction. Her commitment to great service earned her a merit prize during her time at Travelers Insurance, winning a trip to Disney World for receiving consistent positive customer feedback.
In addition to her work, LeAndra is passionate about giving back to the community. She is in the process of establishing a nonprofit organization aimed at helping teenage girls. In her free time, she enjoys crafting, attending music festivals, and being a dog mom. Family is also a central part of her life, and despite living far from them, she enjoys weekly Zoom dinners with her loved ones.
Claims Advisor
(714) 619-5629
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Susie Ellis
Susie Ellis is the Branch Operations Manager at Inszone Insurance Services, joining the company in October 2024 after the merger with Get Benefits Insurance Services, Inc. Susie earned her associate’s degree as Valedictorian and her bachelor’s degree as Salutatorian from ITT Technical Institute, where she studied computer visualization and technology. Her professional journey began in the exciting world of visual effects animation, where she brought characters to life, blew up bugs, and crafted natural elements such as rain and lightning. Eventually, she transitioned to operations and insurance, where her creativity, technical expertise, and vibrant personality bring a unique energy to her role. Susie is known for her outgoing nature, quick wit, and ability to make friends anywhere, whether at work or even in a grocery store.
Susie’s dedication to helping clients and colleagues alike stems from her passion for building strong relationships and solving problems with a blend of creativity and precision. Her approachable demeanor and knack for connecting with people make her an invaluable member of the Inszone team. She takes pride in fostering an efficient and supportive work environment while ensuring clients receive exceptional service.
In her free time, Susie loves spending time with her precious son and their three dogs: Courage the Cowardly Dog (he’s afraid of houseflies), Pippi Dogstocking (a 7-pound powerhouse), and Gracie (aka Gracecar when she gets the zoomies). Susie treasures gatherings with her large, close-knit family. She also loves singing and karaoke. Susie completed the first novel of her young adult series about time travel and ghosts, which she is actively querying to agents. Balancing her creative right-brain and technical left-brain talents, Susie brings passion and energy to everything she does.
Branch Operations Manager
805-273-7117
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Julie Hansen
Julie Hansen is an Office Administrator at Inszone Insurance Services, joining the company in August 2023 after the merger with Hawks View Insurance. Her insurance journey began as a General Business Administrator, where her responsibilities spanned areas such as accounting and marketing for an independent insurance agency. Over time, that agency expanded to include retail locations across three counties.
Julie’s educational background includes graduating from South Puget Sound Community College with a degree in Dental Assisting. She dedicated five years to general dentistry before embarking on a seventeen-year tenure in a specialty Oral Surgery Office, where she excelled as a Surgical Assistant/Anesthesia Assistant. In 2016, she became licensed in Property and Casualty Insurance and successfully completed the Safeco marketers’ program.
Active within her Western Washington community, Julie frequently participates in local events and projects, offering her time and efforts in various volunteer roles, including serving as an ambassador for the local chamber of commerce.
In her time off, she enjoys socializing, cooking, traveling, hiking, camping, and spending cherished moments with her family.
Office Administrator
(360) 229-5661
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Kat Hill
Kat Hill is an Office Administrator at Inszone Insurance Services, joining Inszone in July 2024 after the merger with Francis Pinney Insurance Services.
Kat is new to insurance but has been in Customer Service since late 2020. Before that, she worked in Theatre/Costume tech and Voice Over acting, learning how to adapt skills to different roles. Kat is known for her positive attitude and staying calm in tough situations. She transitioned from food service to her current job, showing her commitment to learning and growing.
Now, Kat helps with personal and business insurance policies. She cares deeply about helping people and businesses succeed. Outside of work, Kat enjoys supporting charities by donating money. Her diverse experiences and passion for helping others make her an asset in the insurance industry.
In her free time, Kat enjoys a variety of hobbies like crafting, building things, and writing. She also likes hanging out with her boyfriend, going to events, or watching shows with friends.
Office Administrator
(916) 938-2653
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Meg Weibling
Meg Weibling is an Office Admin at Inszone Insurance Services. An insurance veteran, Meg has over 16 years of working experience in the insurance industry as a licensed insurance agent. She holds a master’s degree in English, and maintains a designation as a Certified Insurance Service Representative (CISR). She was originally trained at The Hartford, where she worked in sales and held an insurance license in 40 out of 50 states. Recently, she has enjoyed more back-office positions such as being a database manager and data processor. Meg prides herself in being a hard-working person and enjoys being part of a strong team.
Meg joined Inszone in May 2021 after the merger with Williams Insurance Services, Inc.
On her time off, Meg enjoys hiking and reading.
Office Administrator
760-547-2123
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Chanda Chapman
Chanda Chapman is an Administrative Assistant at Inszone Insurance Services, joining the company in December 2024 after the merger with Kouri Insurance Agency. She holds a BA in Youth Studies, Deaf Studies, and Multiculturalism from the University of Minnesota, Twin Cities. Chanda started with Kouri Insurance in 2024, bringing a passion for customer service and a background in working with diverse communities.
Chanda loves meeting new people and hearing their stories. She enjoys helping others solve problems or simply feel heard and accepted, ensuring that everyone she interacts with walks away feeling positive and valued. Her strong interpersonal skills and dedication to service make her an excellent addition to the team.
Outside of work, Chanda enjoys watching her favorite hockey team, the Minnesota Wild, either on TV or in person. She is also passionate about watching beach and court volleyball, both domestic and international. Chanda enjoys hiking with her family and loves being in warm weather, especially by the beach or near the ocean. Additionally, volunteering has been a significant part of her life, from helping at local food banks and churches to serving meals at the Salvation Army and local halfway houses. It’s important to her to raise her children with a heart for giving back and making a difference.
Administrative Assistant
(605) 336-6303
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Deborah Cline
Deborah Cline is a Administrative Assistant at Inszone Insurance Services, joining the company in August 2022 after the merger with Kirsch Insurance Group. With over two years of experience in the insurance industry, Deborah brings a wealth of knowledge and expertise to her role.
Born and raised in Indiana, Deborah developed a strong work ethic and a deep-rooted passion for helping others from a young age. Her desire to make a positive impact on her community and assist others in safeguarding their futures motivated her to pursue a career in insurance.
Deborah’s dedication to her clients is unwavering, and she is highly regarded as a trusted and respected figure in the insurance industry. Her commitment to providing personalized service and finding the best solutions for her clients’ needs sets her apart.
In her free time, Deborah indulges in her love for exploration. She enjoys traveling and immersing herself in different cultures, all while trying out new cuisines. However, amidst her adventurous spirit, she also values quality time with her family. Cherishing moments spent with her three children and two grandchildren holds a special place in her heart.
Administrative Assistant
(303) 397-7830
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Karen Tutton
Karen Tutton is an Administrative Assistant at Inszone Insurance Services, joining the company in September 2023 after the merger with Dina King Insurance. Karen has over 30 years of experience in the insurance business. Karen is recognized for her unwavering work ethic, loyalty, and her love for being a part of a strong team.
In her free time, she enjoys reading, working out, and taking her two dogs, Roxey and Sprinkles, for long walks in the park.
Administrative Assistant
(214) 580-1664
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Lynn Chantler
Lynn Chantler is an Administrative Assistant at Inszone Insurance Services, joining Inszone in July 2024 after the merger with Erikson King & Associates.
Lynn has 12 years of experience with Erickson Financial Services. She handles renewals for current customers and provides new quotes for potential clients. Her tasks include checking records, reconciling monthly commissions, and entering data.
Lynn is recognized for her strong integrity and honesty in managing confidential information for both agents and clients. She is well-organized, manages her time effectively, and takes initiative. With a sharp eye for detail and accuracy, she skillfully prioritizes tasks and meets deadlines, demonstrating her dedication to the success of her team and the agency.
In her free time, Lynn enjoys reading books to her grandchildren and spending time with them. She likes traveling, hiking, birdwatching, and going to concerts with her husband. Lynn also enjoys gardening, studying the Bible, and savoring a good meal with a glass of wine and dark chocolate.
Administrative Assistant
(719) 304-2254
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Rene Buchner
Rene Buchner is an Administrative Assistant at Inszone Insurance Services, joining the company in August 2024 after the merger with Cummins Insurance Agency, Inc. She began her career at Clark Pest Control, where she spent 8 years in various administrative roles, eventually leading the Termite Department. In March 2023, Rene transitioned to Cummins Insurance as an Administrative Assistant and was later promoted to Notary Department Manager after earning her California Notary License.
Rene’s experience in administrative management and her commitment to excellence have made her a key contributor to the teams she has worked with. Her background in customer service, along with her organizational skills, enables her to provide invaluable support to her colleagues and clients alike.
In her free time, Rene enjoys staying active, cheering on her children in their athletic endeavors, and volunteering her time to support mentally challenged and disabled children—an area she feels strongly about due to personal connections.
Administrative Assistant
(916) 961-3000
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