Meet our executive team members who guide the innovation, development, and delivery of our industry leading solutions and services.
As Chief Executive Officer, Laird leads the overall strategic growth, operational, marketing, and technology vision for Insurance Technologies. With over 25 years of building and leading companies in the financial services and insurance technologies industries and an entrepreneurial spirit, Laird provides the Insurance Technologies leadership team with a wealth of #insuretech expertise and guidance to achieve transformational growth and product innovation. Laird oversees the development and execution of the company’s short- and long-term goals and objectives and continued product development to deliver the industry’s products of choice. Before joining Insurance Technologies, Laird served as CEO of Texas-based Insurance Technologies Corporation (ITC), a provider of marketing, rating and management solutions for property and casualty agencies. As CEO, Laird oversaw the direction for each of ITC’s products while leading the company’s sales and marketing department. Laird also led ITC through multiple successful acquisitions. Prior to ITC, Laird founded and served as CEO of Evolution Designs, a provider of automation and technology systems for financial services companies, which ITC acquired in 2008. Laird began his career in technology consulting services for banks, mortgage companies, real estate firms, and insurance agencies. Outside of his passion for #insurtech, #fintech, marketing and informative and motivational speaking, Laird is an avid pilot.
Becky Schroeder serves as the Chief Marketing Officer at Insurance Technologies and oversees all aspects of the marketing strategy and execution for the company and its solutions. Becky provides strategic marketing leadership and works cross-functionally towards achieving the company’s goals. Her specialties include strategic marketing, demand generation, content marketing, brand development and communications. Prior to joining Insurance Technologies, Becky served as CMO for Insurance Technologies Corporation (ITC) where she developed a brand known for its thought and industry leadership and created a demand engine. She has a master’s degree in integrated marketing communication from Emerson College in Boston and a bachelor’s degree in journalism from Texas A&M University.
Clint, a highly-respected client-focused digital transformation leader, joins Insurance Technologies with 20+ years of experience solving critical customer business issues by unlocking the value of technology. As Chief Operating Officer, Clint leads the Insurance Technologies Professional Services, Client Services, Legal, Facilities, and Global Operations. Clint’s experience enhances Insurance Technologies' strengths in client experience and process transformation, increasing value for our customers from our core solutions. Before joining Insurance Technologies, Clint was the SVP/General Manager of Digital Efficiency at Fiserv, which delivered digital transformation for financial institutions and large corporation finance operations. Prior to Fiserv, Clint led high-growth operations at Benefitfocus and ADP. At ADP, Clint excelled in Professional Services, launching new product offerings and driving the migration of customers in National Accounts to next-generation technologies. Clint launched his career in the technology sector at Accenture. Clint is a Project Management Professional (PMP) with a Bachelor of Arts Degree in Accounting from Hope College and a Master of Business Administration Degree from DePaul University with a focus in Operations.
Jim joined Insurance Technologies with over 20 years of success leading technology teams and innovation for companies ranging in size from startups to public companies. Jim has been a leader of platform solutions in the human capital management marketplace, providing talent management, benefits and insurance solutions for consumers and companies globally. As Chief Technology Officer of Insurance Technologies, Jim leads the technology and cybersecurity teams to drive its insurance platform solutions to transform the industry through no-code, highly configurable platform-as-a-service innovations and integrations. Before joining Insurance Technologies, Jim grew his leadership and technology experience in former positions as Vice President and CTO of the Smarter Workforce at IBM, CTO at Kenexa, and Vice President of Development for Vertex, Inc. More recently, Jim led benefits platform solutions for the newest public cloud technologies at BCI and Benefitfocus. Jim also developed innovative data solutions leveraging platforms at benefits companies and Dodge Data & Analytics. Jim was the founder of Blue Angel Technologies, a web-based knowledge management solutions company specializing in federated standards-based internet search and retrieval, which was recognized on the Inc. 500 fastest-growing companies list for two years. Early in his career, Jim worked as Research Staff at the MIT Lab for Computer Science and received his Master of Science Degree in Computer Science from MIT. At Stony Brook University, he received a Bachelor of Science Degree in Computer Science and Applied Mathematics and Statistics.
Since joining Insurance Technologies in 1996, Ron has been a key architect in the design and development of Insurance Technologies products. In his role as Chief Architect, Ron is responsible for the strategic technology decisions on all base product architecture, design, processes, and research and development. Ron also oversees application and infrastructure security and the technology of hosting environments. Before joining Insurance Technologies, Ron worked for Computing Information Systems as a Sr. Software Development Engineer, designing, developing and implementing custom order entry, accounting, inventory, and billing systems for the publishing sector. Ron personally managed the design, development, and implementation of over 10 large-scale implementations, including Mitchell International, National Oceanic and Aeronautical Administration (NOAA), Maxwell McMillan, University of Chicago Press and Shepard’s/McGraw-Hill. Ron holds a Bachelor of Science Degree in Computer Science from DeVry University, has completed several LOMA FLMI exams, and since 1999 has maintained a Microsoft MCPD certification or equivalent.
Brent has over 20 years’ experience in progressive accounting and corporate financial management. As Chief Financial Officer, Brent is responsible for all finance and accounting functions for Insurance Technologies, including driving financial performance and overseeing financial reporting, planning and compliance. Brent provides strategic financial leadership and is a key contributor to the profitable execution of the company’s short- and long-term financial goals. Prior to joining Insurance Technologies in 2006, Brent spent 11 years with a large national CPA and advisory firm. In his role as audit manager, Brent was responsible for the management, review and supervision of all his clients’ assurance and consulting services for numerous types of organizations, with primary industry experience in the areas of software development, manufacturing, distribution and construction. Brent graduated from the University of Arkansas with two Bachelor’s Degrees; one in Finance & Banking and another in Accounting. Brent is a licensed CPA in the State of Colorado (inactive status), as well as a member of the American Institute of Certified Public Accountants (AICPA).
As Executive Vice President, Director of Sales Management, Jaci Miller oversees sales operations. Jaci has a strong track record of working with sales organizations to implement process improvement, including onboarding, training and adherence to sales methodologies. At Insurance Technologies, she leads the sales team to execute, expand and exceed our goals. Before joining the Insurance Technologies team, Jaci was the head of sales at market-leading cloud-based software companies in both FinTech and InsureTech. Outside of her passion for process and sales, she enjoys spending time with her husband and two children, usually playing sports or enjoying the outdoors.
Doug has over 26 years of business development, marketing and sales management experience in the insurance technology sector of the insurance and financial services industries. As Executive Vice President, Sales and Relationship Management, Doug defines, manages and directs the overall sales objectives and processes and client relationship management for Insurance Technologies. He is responsible for leading the Sales and Relationship Management teams to secure new business, expand existing opportunities and ensure clients are receiving the best support and value from Insurance Technologies solutions and services. Doug works collaboratively with internal and external client teams to define requirements and deliverables to meet client implementation goals and company needs. Doug brings extensive knowledge around streamlining and automating the sales and marketing of insurance products that allows him to provide influential and consultative support to clients to achieve solution success. Doug is one of Insurance Technologies’ key liaisons with top industry organizations including ACORD, DTCC and IRI. Prior to joining Insurance Technologies, Doug held senior level positions as VP of Insurance Automation Services, VP of Sales, VP Sales & Marketing and VP of Insurance Services within the insurance technology space. Doug is a graduate of Utah Valley University with a Bachelor of Science Degree in Business Administration—Marketing Management.
Kevin joined Insurance Technologies through the acquisition of IXN, bringing over 20 years of management experience within the financial services industry. As Life Strategist, Kevin oversees the life insurance segment strategy and business for Insurance Technologies and is responsible for the product vision, corporate development and partnerships, and overall go-to-market life strategy. Before joining Insurance Technologies Kevin served as CEO of IXN. During his tenure at IXN, Kevin crafted the vision and led the team that became one of the most innovative insurtech startups in the life insurance industry, earning innovation awards for IXN’s end-to-end mobile distribution platform in 2018 and the creation of the industry’s modern data exchange, the LifeDX, in 2019. Kevin began his entrepreneurial career as CEO and Chairman of Financial Guard, one of the pioneers of the Roboadvisor industry, which transformed how individuals receive and transact investment advice. Kevin successfully led the team that built, brought to market and scaled Financial Guard’s technology and completed the successful sale of the company to Legg Mason. Kevin began his career at J.P. Morgan Chase Bank and played an integral role in growing their Worldwide Securities Services business in the Americas as an Executive Director. In addition to his corporate career, Kevin enjoys giving back to his community. He has been an active guest speaker within Ohio State’s business school, a “Corporate Champion” of Junior Achievement, a Member of the Columbus Chamber of Commerce’s Small Business Council and Marketing Council, and youth coach of soccer, basketball and lacrosse within the Olentangy Youth Athletic League. Kevin has a Bachelor of Arts Degree in Philosophy, Politics and Law from Binghamton University and a Master of Business Administration Degree from The Ohio State University’s Fisher College of Business.
Tracy brings more than 30 years of experience in the life insurance and annuity industry and has expertise in the areas of project management, product functionality, business analysis, and design of illustration and financial software. As Executive Vice President, Professional Services, Tracy leads all professional services, which includes Actuarial, Engineering and Client Services teams. Tracy is responsible for overseeing client project and client relationship management to achieve efficiency and customer project success. Since joining Insurance Technologies, Tracy has been an influential member of the ForeSight® Client Services team and a key player in the success of many ForeSight implementations. In her former role as Senior Vice President of ForeSight, Product Management, Tracy was responsible for the strategic direction of the ForeSight illustration product, aligning the product with client needs and industry requirements. Tracy continues to be a company liaison with key industry organizations, keeping teams and clients informed on industry developments and regulatory influencers. Prior to joining Insurance Technologies, Tracy was a Senior Marketing Consultant for New York Life Brokerage where she was responsible for both system support and design for a number of different illustration systems and worked directly with producers providing advanced case design and marketing support. Tracy also worked for Security Life of Denver (ING) in Marketing Systems and Marketing. Her experience at Security Life included management of the team that provided case design support to a group of producers that specialize in the high net worth and COLI market as well as project management, system testing and producer support. Additionally, Tracy has earned her CLU and ChFC designations from the American College.
Allison Grimm serves as Chief Human Resources Officer at Insurance Technologies, bringing over 20 years of industry experience in high-performing data and analytics organizations. As Chief Human Resources Officer, Allison leads the people strategy, including culture, inclusion and diversity, talent management, performance development, and all aspects of the human resources function. Before joining Insurance Technologies, Allison was Vice president of HR for 20 years at LexisNexis Legal & Professional, a global provider of legal, regulatory, and business information and analytics. She has also held leadership roles at FANUC Robotics and Towne Mortgage. Allison graduated from Hope College with a Bachelor of Arts Degree in Business.
Allison holds over 16 years of annuity industry experience extending in areas of operations, product, distribution, relationship and partner management and technology. As Senior Vice President, Strategic Relationship Management, Allison is a strategic account liaison between Insurance Technologies teams and key account executives within our carrier and distributor clients. Providing holistic account support, Allison collaborates and supports clients in meeting their unique implementation to achieve their short-term and long-term strategic initiatives, while gaining the maximum value from their technology, services and relationship investment with Insurance Technologies. Prior to joining the Insurance Technologies team, Allison advanced her career and gained key industry and carrier operations experience through various roles at Voya Financial, including 11 years in firm relationship management. Allison’s most recent position was the Director of Automation and Data Management at Voya Financial where her teams were responsible for the implementation and management of several e-Application platforms, data feeds and New Business workflow management for innovative digital automation, along with a company-wide initiative to enhance advisor and customer experience while improving internal efficiencies. Allison holds a Bachelor of Arts Degree in English with a minor in Communications from Central College, a private liberal arts college in Pella, Iowa.
With more than 20 years of product development, product management, and business development experience within the financial services industry, Katherine provides Insurance Technologies the expertise needed to identify and implement innovative solutions that align with company and client strategic goals and industry requirements. As Chief Product Officer, Katherine is responsible for driving the overall direction of Insurance Technologies solution offerings. Katherine leads the internal Senior Steering Committee and external Client Advisory Boards to collaborate with the executive and management teams and strategic client partners on key strategic opportunities, which help define product roadmaps. Katherine oversees all aspects of the product team and works cross-functionally with Product Development, Sales and Marketing, and Senior Management to collaboratively ensure the execution of company and product goals and priorities. Katherine is the key liaison between Insurance Technologies and top industry organizations, including ACORD, IRI and DTCC, and actively participates on numerous industry working groups. Before joining Insurance Technologies, Katherine held positions as Chief Compliance Officer, VP of Product Management & Integrations, and Senior Director of Product Development, Manager within the financial services technology sector. Katherine graduated with honors and holds a Bachelor’s Degree from Birmingham Southern College.