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: 860-653-1133 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: 860-653-1183 E: email@example.com 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.
- Insuritas Partners With Peoples Bank ($1.1B in Assets in Newton, NC) To Launch Bank-Owned Digital Insurance Agency Platform
- Insuritas Partners With Pennian Bank ($500M in Assets in Mifflintown, PA) To Launch Bank-Owned Digital Insurance Agency Platform
- Insuritas Partners With Incommons Bank ($175M in Assets in Mexia, TX) To Launch Bank-Owned Digital Insurance Agency Platform
- Insuritas Partners With Sound Community Bank ($715M in Assets in Seattle, WA) To Launch Bank-Owned Digital Insurance Agency Platform
- Jeff Chesky, Founder & CEO of Insuritas to Speak at Southeast Fintech Venture Conference
I am impressed with the efficiency of your handling and hope to have my 2 Auto policies transferred to you soon as well. I will tell my children about you. One owns a home and has 2 auto policies. Another has one auto policy.— Marilyn A.