David holds over 28 years of software development, financial services and management experience. As Chief Executive Officer, David leads the technology direction, product strategy, business development goals, and growth strategies for Insurance Technologies and its product offerings. Since becoming an originating team member of Insurance Technologies in 1996, David progressed his areas of responsibilities and provided essential leadership to Product Development, Product Management, Client Services, Sales and Marketing teams. Participating in the growth of Insurance Technologies from the ground up provides David the necessary experience to deliver cohesive software products and services tailored to world leading financial services companies. David's understanding of the internal complexities of life, annuity and other financial services products along with his steadily increased responsibilities and influential leadership, provide David the tools to lead Insurance Technologies and orchestrate the ongoing development of innovative sales automation solutions with partnership oriented customer service.
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 joins Insurance Technologies with over 20 years of extensive experience and 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 lastly 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 of his client’s 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).
Doug holds 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 joins 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 & business for Insurance Technologies and is responsible for the product vision, corporate development & 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 entrepreneur career as the former 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, 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 Masters of Business Administration Degree from the Ohio State University’s Fisher College of Business.
Since joining Insurance Technologies in 2002, Kristin has held key roles and responsibilities where she gained deep domain and company knowledge that are essential to the success of communicating Insurance Technologies’ message. As Senior Vice President of Marketing, Kristin is responsible for developing and maintaining marketing strategies that meet Insurance Technologies’ objectives. She formulates and drives all marketing plans and advertising activities including email, online and event marketing, as well as managing the overall Marketing department budget. Kristin works closely with the Executive Team and Product Management Team to maintain product enhancement and company communications to manage product and company visibility while ensuring a consistent marketing message. She is the primary liaison between Insurance Technologies and industry media, public relations, advertising, partners and industry organizations. Kristin holds a Bachelor of Arts Degree in Business Marketing from Western State Colorado University.
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.
As Senior Vice President, Strategic Relationship Manager, Mike provides consultative account support to meet clients’ strategic short term and long term goals with Insurance Technologies. As the relationship management interface between Insurance Technologies services teams and its customers, Mike works with clients to achieve customer goals and satisfaction, and to preserve strong client working relationships. Since joining Insurance Technologies, Mike has advanced his career in influential leadership roles including Team Lead, Project Manager, Product Manager, and VP of Client Services for the ForeSight® product. In his recent role as SVP of Client Services, Mike oversaw ForeSight client implementations and deliverables, and was responsible for overall project management and financial reporting. Prior to joining Insurance Technologies, Mike gained hands on distribution and industry experience selling various forms of insurance and investment vehicles while working as an Agent, Sales Manager, Broker, Independent Agent and Wholesaler for companies such as Prudential Insurance and CNA Insurance. With over 28 years of overall industry experience, Mike provides Insurance Technologies and its clients unique financial and technology domain expertise. Mike holds a Bachelor’s Degree in Mathematics with a Computer Science Option from Fort Lewis College.
Since joining Insurance Technologies in 1998, Del has played pivotal roles in client implementations and has been instrumental in the design of Insurance Technologies’ products. Most recently, as leader of the FireLight® Client Services team, Del was responsible for driving successful client implementations during a time of unprecedented platform growth. As SVP, Strategic Relationship Management, Del provides consultative account support to clients to assist them in receiving maximum value from their technology investment with Insurance Technologies. As a company liaison, Del works collaboratively with Sales, Client Services and Product Development teams to assist clients with short-term goals and long-term growth strategies to achieve client success. Del brings 30 years of industry experience in personal production, sales training and support, business analysis and design, and sales tool development. Prior to joining Insurance Technologies, Del was a Senior Business Analyst at Insurance Sales Illustration Systems, an insurance software provider. Early in his career, Del worked at New York Life as an Agent, Registered Representative, and a Training Supervisor. Del holds degrees in Economics and Business Administration from Augustana University.
Sue brings over 16 years of life insurance account management, sales support and operations expertise to her role as Senior Vice President, Strategic Relationship Management. Sue works closely with clients to gain understanding of their short-term and long-term business strategies and priorities to support client success with the implementation, delivery and service of Insurance Technologies products. As SVP, Strategic Relationship Management, Sue develops, retains and expands long-term, trust-based relationships and partnerships with our clients by providing consultative support. As the client’s key point contact for Insurance Technologies, Sue partners with internal team members to assist clients in the planning and execution of their business goals. Before joining the Insurance Technologies team, Sue excelled her career at MetLife Insurance Company, USA, and its predecessor, The Travelers Life Insurance Company, where she gained deep domain operation, product and technology expertise through various influential roles. For the former 10 plus years, Sue held the role as Vice President, Account Management where she created and supported key MetLife account relationships with national brokerage firms. Sue holds accomplished service, operations, leadership, relationship and industry expertise that provide her distinctive knowledge to support clients in achieving their project and business strategic goals. Sue holds FINRA Series 6, 63 and 26 designations.
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.
Kevin provides more than 28 years of software development and architecture design experience to Insurance Technologies. As Senior Vice President, Engineering Services, Kevin is head of product delivery, which includes managing the engineering departments and overseeing the delivery lifecycle of our product offerings. Prior to his current role, Kevin was Senior Vice President, Product Development, where he led new product and tools development, configuration management, licensing, and architecture design for the ForeSight® sales illustration product. Since joining Insurance Technologies, Kevin has been an instrumental team member in the engineering and development of ForeSight. Before joining Insurance Technologies, Kevin was Sr. Software Engineer at Insurance Sales Illustration Systems, Inc., an insurance sales illustration vendor focused on advanced sales concepts for life, annuity, DI, and LTC markets. Kevin’s key responsibilities as Sr. Software Engineer were the creation of new products and the production of compliant reports/forms architecture. Kevin holds a Bachelor of Arts Degree in Computer Science from Southern Illinois University and has completed course work provided by The American College for financial studies.
With more than 30 years of experience in the financial services industry, Bill provides Insurance Technologies with solid actuarial expertise of life and annuity products. As Senior Vice President of Actuarial Services, his responsibilities include calculation integrity, inforce ledgers and advanced financial planning concepts, as well as being involved in client facing projects. Before joining Insurance Technologies, Bill worked for two years as an independent contractor and was heavily involved with illustration software calculation development. Prior to his actuarial consulting tenure, Bill worked at Sagicor Life Insurance Company for four years as SVP and Chief Actuary and before that he spent ten years in the AEGON organization as VP and Managing Actuary. As well as being a Fellow of the Society of Actuaries since 1990 and a Member of the American Academy of Actuaries since 1989, Bill is an active member of the Society of Actuaries Taxation Group and the American Academy of Actuaries Tax Work Group. Bill graduated with honors from the University of California at Los Angeles with a Bachelor of Arts Degree and holds advanced financial planning and financial analyst designations including CFA, ChFC, and CLU.
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.