Our Customer Focus
Our dedicated team prioritizes you and your customers by providing first-class customer service to ensure they have a great experience. How do we make sure of it? We subscribe to the Net Promoter Score methodology.
We set up your agency led by your brand, using our expertise to provide you with annuitizing fee income and your customers with better insurance solutions. How is this possible?
Tel: 860-653-1134 E: email@example.com In: LinkedIn Profile
Mr. Chesky was the Founder & President of Banc Insurance Services, Inc., where he pioneered the design, installation, and outsourced management of insurance agencies for financial institutions nationally. BIS was purchased by Jack Henry & Associates, the nation’s leading bank core processing company in 2004. (JKHY – NASDAQ). In 2008, Mr. Chesky led a group of private investors in a buyout of BIS from Jack Henry, and renamed the company Insuritas. Mr. Chesky also pioneered the development of the nation’s leading management consulting practice for insurance agency integration strategies for bank acquired insurance agencies post acquisition, called the Agency Integration Management Group. Mr. Chesky has over 20 years’ experience in the banking and insurance fields. Over that time, he has served as a Senior Vice President of one of the nation’s 100 largest insurance agencies, Director of Institutional Investment Management at Mass Mutual Insurance Company, and Vice President of mortgage lending at both Fleet Bank and Bank of New England. Mr. Chesky also had the distinguished honor to serve on the White House staffs of President Jimmy Carter and Vice President Walter Mondale and on the personal staff of Governor Michael Dukakis.
Tel: 860-653-1182 E: firstname.lastname@example.org In: LinkedIn Profile
Matt Chesky joined Insuritas in 2012, and as COO, oversees Insuritas’ master agency operations platform, client partnerships & digital initiatives. He is responsible for Insuritas’ relentless focus on two core objectives: driving non-interest income growth for our clients & fostering a world-class experience for our customers.
Matt is a graduate of Yale University with a B.A. in Economics, where he also competed for the men’s varsity soccer program.
Tel: 860-653-1145 E: email@example.com In: LinkedIn Profile
As Senior Vice President of E-Engagement, Tracy oversees the daily operation of the e-commerce experience and marketing efforts. Since embracing this roll in May of 2013, Tracy has successfully deployed the Insuritas solution to Overstock, implemented change controls for technical staff and led projects that have increased platform efficiency. Prior to joining Insuritas in October of 2011, Tracy was part of the online banking team with Financial Partners located in Agawam, MA. She has over 12 years experience in the technical arena ranging from programming to project management. Tracy is a graduate of Bryant University located in Smithfield, RI.
Tel: 860-653-1108 E: firstname.lastname@example.org In: LinkedIn Profile
Timothy Johnson joined Insuritas in 2014. He leads our Corporate Sales Team – which is responsible for building new relationships with Financial Institutions across the US. With more than 11 years of sales leadership experience in the financial services industry, Tim has held key advisory and director roles – in both wholesale and retail – with banks, brokerage, and insurance companies. Tim is an accomplished professional whose career has been marked by his efforts to refine and hone business execution while bringing organizations to the next level of performance. Tim holds a B.A. in Business Administration from Lindenwood University.
Tel: 860-653-1151 E: email@example.com In: LinkedIn Profile
As Vice President of Operations & Human Resources, Laurie Pulsifer is responsible for the operations, platform sales and human resources in the organization. She has led her group to increase platform sales year over year. Prior to joining Insuritas in December of 2011, Laurie worked at Prudential and MassMutual. She has over 12 years of Insurance experience leading Operations and Call Centers. Laurie is a graduate of Central CT State University.
Tel: 860-653-1133 E: firstname.lastname@example.org In: LinkedIn Profile
As Controller of Insuritas, Mark manages the day to day financial operations of the company, as well as setting strategy and direction with other members of the senior leadership team. Since joining in the Fall of 2011, Mark has been instrumental in building out the company’s financial reporting and modeling capabilities and helping to position the company for future growth. Previously, Mark was Product Management Coordinator at Weiss Ratings, an independent rating agency, overseeing product quality and maintenance. He holds a BS in Accounting from Central Connecticut State University.
Tel: 860-653-1105 E: email@example.com In: LinkedIn Profile
As VP-IAPPEX and Corporate Marketing, Lisa works with C-Suite executives to implement, launch and grow insurance agencies using our award winning platform. She oversees the marketing plan and development for each agency as it takes shape during the launch process and then continues to nurture that plan as the agency grows. In addition to agency marketing, Lisa works closely with CEO Jeff Chesky and Corporate Sales to develop and implement Insuritas corporate marketing as well as public and internal relations. Lisa holds a B.S. in Marketing Communications and Public Relations after attending both Suffolk University in Boston, MA and Champlain College in Burlington, VT.
Tel: 860-653-1183 E: firstname.lastname@example.org In: LinkedIn Profile
As VP of IAPPEX Client Relations, Mark LaConte oversees and nurtures the relationship created between financial institutions and their Insuritas managed insurance agency. Mark works directly with C-Suite Executives to generate results and also assist clients in the implementation of new agencies. His strong passion for building relationships has positioned him as the voice of the client within our organization. He has over 7 years of insurance experience since attending Roger Williams University. When he is not in the office, Mark is an avid follower of University of Massachusetts Athletics.
Service has been GREAT!!! Our agent Jessica has taken care of our needs. She is very professional and knowledgeable and answers all our questions. We have been taken good care of and we are satisfied with our insurance service.— Odell J.