Headquarters:

Denver, CO

Year founded:

1969

Number of employees:

2,400

Phone:

800 444 4813

Email:

info@inscipher.com

Website:

vertafore.com

LinkedIn:

linkedin.com/company/vertafore

“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

Amy Zupon

Chief Executive Officer

James Thom

Chief Product Officer

Rick Warter

Chief Customer Officer

Leadership

Amy Zupon is a veteran software and data solutions executive, having spent two decades in senior leadership roles in the B2B software industry. As Vertafore’s CEO, she has a strong passion for providing an exceptional experience and products that deliver real value and performance for Vertafore’s customers. Her approach drives Vertafore’s commitment to continuous improvement through a vibrant company culture that inspires employees to innovate and be creative to solve customers’ ever-changing needs.

Chief Executive Officer

Amy Zupon

James Thom joined Vertafore in 2017 to lead corporate development and strategy, shepherding the company through major acquisitions and its transition in ownership to Roper Technologies. Today, he oversees Vertafore’s product management organization as chief product officer. With extensive experience in strategy, technology, and insurance, Thom and his team are driving Vertafore’s leadership in insurance technology. Previously, he was a strategy consultant at McKinsey & Company, with a focus on financial services. Thom also served in a variety of finance and strategy roles in the telecommunications industry with Telus Communications, a leading Canadian telecommunications company.

Chief Product Officer

James Thom

Rick Warter brings nearly three decades of experience as a successful professional services executive to his role at Vertafore. He’s held management roles with Accenture, AT&T Wireless Services, Oracle Corp., and Point B. In addition, in 2012, he started Breo Solutions, a management consulting firm. During his career, Warter has been responsible for providing overall strategic direction, ensuring the satisfaction of clients, attracting, developing, and retaining employees, and driving results within organizations. He has broad leadership experience in telecommunications, high technology, and healthcare, serving some of the largest and most respected companies in Colorado.

Chief Customer Officer

Rick Warter

“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

Gareth Walter

Chief Revenue Officer

Gareth Walter brings to Vertafore over two decades of technology and sales leadership, including a decade at Salesforce. He has built customer-obsessed organizations catering to businesses of all sizes, from start-ups in the small and medium business segment to delivering complex enterprise AI solutions to the Fortune 500. He is an innovation driver and a customer-focused revenue leader in the tech space. He was a founding member of the financial services vertical at Salesforce, where his accomplishments also included revitalizing the healthcare and life sciences vertical, transforming it into three years of 24% annualized growth.

Chief Revenue Officer

Gareth Walter

Teresa Chia

Chief Financial Officer

Teresa leads Vertafore’s finance organization in driving excellence in planning, processes, and systems. She also has responsibilities for strategy and corporate development. Prior to Vertafore, Teresa was a senior executive at White Mountains Insurance Group where she was responsible for M&A, corporate development, and portfolio oversight. Before that, Teresa was a private equity investor at Permira Advisors and at Nautic Partners. She started her career as an investment banker at Credit Suisse. Teresa is a board member at Kinsale Capital Group, a specialty insurance company focused on the U.S. E&S market.

Chief Financial Officer

Teresa Chia

As North America’s insurtech leader, Vertafore is simplifying and automating the insurance life cycle so that independent agencies, insurers, and MGAs can focus on what matters most. Since its inception 55 years ago, Vertafore has been the technology backbone of the insurance industry, empowering its customers with the technology they need to garner trust. Built to adapt, Vertafore equips the insurance channel for the future, transforming business and relationships along the way. The company’s strategy focuses on three core areas: empowering connected independent agencies; optimizing distribution management to give carriers the right tools to engage their distribution channel; and accelerating innovation for MGAs. Vertafore’s strategy is built on a foundation of a fierce devotion to customer success and a drive for operational excellence. Today, Vertafore serves more than 15,000 independent agencies, 1,200 carriers, 700 wholesalers and MGAs, 19 states, and more than 1.5 million insurance professionals. Vertafore’s solutions empower insurance distribution end-to-end by facilitating better connectivity, equipping agencies to improve their client experience, unlocking the power of data, transforming how carriers work with their agencies, and streamlining essential workflows to drive efficiency, productivity, and profitability for all stakeholders.

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

Partner

Kimi Shah

Partner

Kimi Shah

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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

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.”

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