Meeting

Since 2013 we have led the market in optimizing
business operations by utilizing the latest digital
technology to innovate the insurance industry in
the United States.

Our team of industry experts ̶ with over 60 years
of combined insurance experience ̶ thrives on
creating modern, user-focused solutions.

 Leaders

insurance
agencies

premium finance companies

MGAs &
aggregators

premium finance companies

carriers &
reinsurers

insurtech
start-ups

Daniel Jimenez
VP of Marketing and Sales

 

Margo Giles
CEO

 

Lindsey Strong
Head of
Product

Sheila Blythe
Head of
Delivery

Allie Vaughan
Solution
Architect

Kyli Ortlieb
Head of Engineering