Headquarters:
Pleasant Grove, UT
Year founded:
2016
Number of employees:
65
Phone:
833 924 0975
Email:
info@inscipher.com
Website:
inscipher.com
LinkedIn:
linkedin.com/company/inscipher
“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”
Saray Uribe,
CharSan Insurance & Consulting
Lara York
Vice President of Operations
Covey Ogden
Vice President of Product Management
Elizabeth Radka
Vice President of Customer Success
Leadership
Lara York joined InsCipher in 2018 with more than 20 years of insurance industry experience in claims and compliance. In her role as VP of operations, she oversees the company’s compliance, licensing, tax filing, and accounts payable departments. York earned her bachelor’s degree in business administration from Concordia College in Moorhead, MN, and has obtained the SILA-F, AIC, and CPCU professional designations.
Vice President of Operations
Lara York
Covey Ogden is an adaptive strategist and an influencer with over 15 years of professional experience in product and project management. Analytical at heart, he loves taking on difficult challenges and finding creative solutions that others don’t see. He has practical experience in team leadership, improving business processes, driving sales through product positioning, and effectively leading and communicating with multiple departments. He is very passionate and competitive about his work. In his free time, Ogden loves relaxing with his wife and four kids, watching sports (Utah Jazz fan), movies, reading, chess, fishing, golfing, camping, skiing, and politics.
Vice President of Product Management
Covey Ogden
Elizabeth Radka brings a decade of insurtech experience to her role as VP of customer success. In this position, she oversees the implementation, customer service, and technical support teams, ensuring the wellbeing of all clients throughout their partnership with InsCipher. Her primary focus is helping brokers reach their short- and long-term business objectives by leveraging product features and workflow efficiencies and by providing best-in-class (yet scalable) customer service. Radka is a lifelong learner with a passion for collaborative leadership and gets a genuine thrill from bearing witness to the successes of those around her. Outside of work, she is an avid gardener who loves live music and every dog she’s ever met.
Vice President of Customer Success
Elizabeth Radka
“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”
Saray Uribe,
CharSan Insurance & Consulting
Leadership
“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”
Saray Uribe,
CharSan Insurance & Consulting
Leadership
Jason Russon
Vice President of Sales and Marketing
Jason Russon, VP of sales and marketing, joined InsCipher in 2019 and has led the sales department to achieve over 10x growth during that time. Collaborating with the product, development, operations, and customer success teams, he focuses on maximizing company profit and client value while nurturing InsCipher’s extensive partner network. Russon has a degree in finance and an MBA from the University of Utah.
Vice President of Sales and Marketing
Jason Russon
Andrew Tan
Broker
A highly regarded commercial finance specialist at Rethink Financing, Andrew Tan empowers clients to achieve their financial goals. Awarded the 2023 Elite Broker Rising Star Award by Outsource Financial and the 2023 Elite Broker Award by CBA, he brings over 12 years of corporate experience honed at KPMG and finance leadership roles held across ASX 50 companies.
Leveraging his extensive corporate experience and chartered accountant background, he develops unique strategies that unlock the full potential of each client’s property portfolio, exceeding traditional financing limitations.
Tan’s unwavering commitment to exceeding client expectations fosters collaborative partnerships, solidifying his position as a trusted adviser and a valuable asset for achieving long-term success.
Broker
Andrew Tan
InsCipher is a leading insurtech company specializing in surplus lines tax automation. It empowers insurance companies to accelerate their surplus lines tax filing and reporting processes. The firm offers tailored solutions that cater to the unique needs of insurance agencies, providing flexibility to choose the approach that best fits their demographics and requirements.
InsCipher’s experienced team of compliance and software experts is driven by a commitment to treating clients’ businesses as their own. Professionals across the industry rely on InsCipher to simplify surplus lines compliance, save time, and reduce cost.
The firm offers a comprehensive suite of products and services designed to expedite surplus lines tax filing, streamline tax outsourcing, facilitate accurate tax calculations, and simplify form management, allowing businesses to focus on growth.
Connect® by InsCipher empowers teams to file surplus lines taxes in-house up to 300% faster, while minimizing the risks and fees associated with tax filing errors.
InsCipher’s Filing Service allows clients to fully outsource surplus lines taxes. Simply provide data through the integrated and intuitive cloud-based portal and InsCipher’s filing team will handle all the filings, payments, and reports, so you can focus on what matters most - growing your business.
With InsCipher's Tax Calculator API, users can retrieve surplus lines tax calculations and documents for all states and have these rates delivered right back into their AMS, Quote/Bind, or rating system. E&S Taxes have never been easier!
Diligent Forms API is the fourth product in InsCipher’s suite of award-winning software solutions and filing services.
Dean Nguyen
Broker
Meg Saraswat
Broker
Moushumi Kumar
Broker
Simon Williams
Chief Strategy & Distribution Officer, Arch Insurance International
and Active Underwriter, Syndicate 1955
Dean Nguyen, a trusted finance expert, is poised to guide clients through their financial journey. His approach transcends merely addressing current objectives and requirements; he meticulously incorporates future plans and potential opportunities into the equation.
Nguyen firmly believes that the ultimate goal isn’t just securing a favourable rate but rather optimising financial strategy by selecting the most suitable products and structures. This distinction can yield substantial profits or savings amounting to millions over the span of a 30-year loan term.
With a wealth of experience garnered from his tenure in financial planning, Nguyen also possesses expertise in trusts, SMSFs and SPVs. Beyond the confines of his professional life, you’ll find him cheering passionately at soccer games or embarking on adventures to FIFA or Euro Football tournaments. Recently, he has also embraced his enthusiasm for Python programming.
Broker
Dean Nguyen
Meg Saraswat is an accomplished professional with over seven years of expertise in the banking and financial sector. Her journey began at Genpact (GE Money), where she kicked off her career while concurrently pursuing her accounting and finance degree. Throughout this time, she discovered her passion for mortgage brokering.
Setting Saraswat apart from her peers is her genuine dedication to her clients’ financial prosperity. She takes great pride in guiding them towards financial freedom through strategic investments and bespoke mortgage solutions. Equipped with a master’s degree in accounting, her extensive knowledge further enhances her ability to provide exceptional service to her clients.
From assisting first-time homebuyers to aiding in portfolio expansion, negotiating favourable terms for reduced interest rates and fees, or unlocking equity for future wealth creation, Saraswat is steadfast in meeting all her clients’ mortgage needs. Her professional satisfaction lies in closing deals that demand intricate negotiations and meticulous attention to detail. Her methodical approach ensures a seamless and efficient process, delivering a superior experience to her clients every step of the way.
Broker
Meg Saraswat
Moushumi Kumar stands out as a leading commercial broker at Rethink Financing, recognised with the Elite Broker Award Rising Star by outsource Financial in 2023. With an extensive background exceeding 15 years in commercial banking, including being named the country’s top business banker in her tenure, she brings unparalleled expertise to her role.
Her tenure at NAB as a credit consultant saw her entrusted with a delegated lending authority of $30 million, reflecting her exceptional acumen in assessing credit and facilitating substantial lending transactions. Her specialisation in commercial lending and her status as an SMSF lending expert further solidify her reputation as a go-to adviser in the field.
Within Rethink Financing, Kumar is valued as an integral team member, contributing her vast knowledge and strategic insights to drive the company’s success and elevate client satisfaction to new heights.
Broker
Moushumi Kumar
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
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Medals
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Brand recognition and reputation
Broker communication, training and development
Commission structure
Online platforms and services
Overall service level
Premium stability
Product innovation
Product range
Medal
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business
Medal
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business
“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”
Saray Uribe,
CharSan Insurance & Consulting
“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”
Saray Uribe,
CharSan Insurance & Consulting
“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”
Saray Uribe,
CharSan Insurance & Consulting
employee benefits
regional retail P&C
specialty P&C
underwriting
direct-to-consumer programs
“Alliant has achieved growth in each of these categories via a potent combination of organic growth and strategic acquisitions with plans to continue on this forward trajectory,” explains executive vice president and director, M&A development, Stephen Farr. “Our goal is to achieve strong organic growth, over 10%, augmented by selective and strategic M&A activity.”
Breaking down the specific drivers of growth, Farr adds, “Alliant’s P&C verticals have achieved the highest level of growth in the brokerage space, and the company’s generalist producers have also been a beneficiary by virtue of producing more complex, industry-specific accounts via partnerships with Alliant specialty brokers. Our direct-to-consumer business has been growing at a rapid rate via acquisitions and alignment with other Alliant divisions on cross-selling opportunities.”
The firm enables its team to work effectively with a synergy-creating structure.
Zimmer says, “The Alliant experience is defined by best-in-class teams, service, innovation, and a dynamic and collaborative environment where we work together to achieve powerful, long-term results for our clients and partners. We proactively eliminate walls and silos within our organization, allowing our team members to be both responsive and innovative in their approach to serving clients.”
The firm’s profile was boosted with the launch of Alliant Consumer Group, a dedicated unit housing Alliant’s growing portfolio of consumer-facing operations.
There was also the creation of the Alliant Insurance Foundation in 2023, a charitable, non-profit organization focused on promoting justice and equality by expanding access to opportunities for career growth and advancement for individuals with diverse backgrounds and life experiences.
Alliant also has an active philanthropy program. Across 2023, Alliant professionals collectively raised/contributed:
more than $1 million in funds
over $2.3 million in combined monetary and in-kind donations through an annual World Food Derby initiative
2,320 volunteer hours to numerous deserving organizations, making a significant community impact
Alliant’s progress is set to continue, as underlined by Zimmer, who has confidence in the firm’s people to deliver continued excellence.
“We believe in our business plan, and it has proven successful. We don’t feel the need to change that. Our core business plan will continue to drive the company forward, complemented by new opportunities that may arise in the future.”
Turnaround time – claims
Turnaround time – new business
Overall
