2024 Year In Review by INSURICA

at our National Sales Conference Pg. 4

BRANCHES INSURICA Cypress and Edwards Risk Management Pg. 6

INSURICA Hits the $200M MARK

tip of the cap. A high five. A jump for joy. A pat on the back. At the risk of sounding a bit prideful, INSURICAns have something to celebrate. But even larger than the pride, it’s the thankfulness we feel for what the INSURICA Community has accomplished…together.

As we turn the page on another remarkable year, we at INSURICA find ourselves at a momentous juncture—a time to pause, reflect, and celebrate. This year's theme, "Tip of the Hat," is more than just a nod to tradition; it is a heartfelt salute to the dedication, innovation, and resilience that have propelled us to new heights. With immense pride, we announce that INSURICA has reached the $200 million mark in revenue, a testament to the unwavering commitment of our colleagues, the trust of our clients, and the strength of our partnerships.

Reaching this milestone is not merely a financial achievement; it is a reflection of our core values and the culture we have cultivated over the years. At INSURICA, we believe in empowering our people, fostering innovation, and delivering exceptional service to our clients. This year, we have continued to build on these principles, navigating challenges with agility and embracing opportunities with enthusiasm.

Thank you for being a part of our story. Together, we will continue to achieve great things and make a difference in the lives of those we serve. Here's to another year of success, growth, and shared accomplishments. Tip of the hat to all of you!

Shaylin Vasquez, Assistant Account Manager - Oklahoma City, OK

Celebrating at INSURICA's Annual

NATIONAL SALES

INSURICA’s 2024 Sales Conference brought together industry professionals, thought leaders, and sales teams from across the company. Set against the charming backdrop of Savannah, Georgia, the conference offered networking opportunities, insightful presentations, and interactive workshops designed to enhance sales strategies and drive business growth.

The event not only featured an awards ceremony highlighting the best of the best, but also strengthened INSURICA’s collaborative spirit which defines our commitment to excellence in the insurance industry.

Mike Ross

Kevin Wellfare

Taylor Caraway

Claire Cameron

Colleagues celebrate at the awards ceremony

Mark Bridges

CONFERENCE

AWARDS

BREAKTHROUGH AWARD – EB

Jennifer Helms, Tulsa

BREAKTHROUGH AWARD – P&C

Skyler Stowe, Bridgeport

SHOOTING STAR – EB

Ben Rowland, Norman

SHOOTING STAR – P&C

Marlena Brocato, Beaumont

TOP PRODUCER – EB

Dustin Brand, OKC

TOP PRODUCER – P&C

Andrew Atkinson, Phoenix

APEX AWARD

Bridgeport, Texas

ZENITH AWARD Phoenix, Arizona

Zenith Award Winner - Phoenix, AZ

Marlena Brocato

Dustin Brand

Andrew Atkinson

Apex Award Winner - Bridgeport, Texas

Jennifer Helms

Skyler Stowe

Ben Rowland

NORTH AMERICAN SOLUTIONS BECOMES INSURICA CYPRESS

Last year marked a significant milestone for INSURICA as North American Solutions (NAS) transitioned to INSURICA Cypress, ushering in a new era for the agency. This name change, which took place in 2024, symbolized the successful integration of NAS into the INSURICA family and reinforced our commitment to delivering exceptional insurance solutions in the Texas region, and beyond.

“Education based selling has always been a part of our DNA, and I think it’s led to a lot of our success with our retention specifically,” Jack Melton said.

The rebranding to INSURICA Cypress was more than a mere name change; it represented an enhanced capability to serve clients with a wider array of insurance products and risk management services.

By aligning with INSURICA’s extensive resources and network, the Cypress office was able to deliver even greater value to clients across various industries.

This transformation was part of INSURICA’s strategic vision to strengthen its market presence and uphold its legacy of excellence in service delivery.

“We have a great team put together,” Melton said.” Our goal has always been to educate the client on how to think about insurance.”

As we reflect on the past year, we celebrate the successful transition to INSURICA Cypress and the opportunities it has brought for our clients and team members. The transformation has set the stage for continued growth and success in the years to come.

INSURICA Cypress is the leading broker for independent schools systems throughout Texas.

INSURICA WELCOMES EDWARDS RISK MANAGEMENT

Effective Sept. 1st, INSURICA acquired Edwards Risk Management and Edwards Claims Administration in Marble Falls, TX. INSURICA and Edwards have worked together for more than three decades serving the risk management needs of schools in Texas, Louisiana and other states.

"I've been close friends with Jerry, Rick and Kim Edwards for more than 30 years," INSURICA National Education Practice Group Leader Jack Melton said. "Edwards has been a beacon for integrity and honest dealings from day one. It’s a privilege to continue this great legacy and to honor the excellent company built by the Edwards family."

Edwards vast array of services include program and third party claims administration, loss prevention, wellness, environmental/industrial hygiene, and employee benefit consulting across several areas such as workers’ compensation, property and liability, employee benefits and unemployment compensation.

The suite of services delivered by a talented staff of 35+ colleagues will add to our robust loss prevention team at INSURICA. Together, we will build upon these great services to provide a higher degree of care to the 900+ school districts we serve across multiple states.

The Edwards Risk Management and Edwards Claims Administration Teams

MILESTONES Producers Reach Top Sales

JACK MELTON

First $4 Million Producer

INSURICA is thrilled to announce a significant milestone in our company's history: Jack Melton with our Cypress, Texas branch has become our first $4,000,000 producer. This remarkable achievement underscores Jack's exceptional dedication, expertise, and leadership within the insurance industry.

$4M PRODUCER

Jack Melton, currently serving as the Chief of Practice Groups & Program Development, has been an integral part of INSURICA for 30 years. His focus on developing program opportunities across all lines of business and enhancing the efficiency of our wholesale placements has been instrumental in driving our success. Jack's leadership has consistently aligned with our company values, and his commitment to excellence continues to propel INSURICA to new heights.

In addition to managing a $4,000,000 revenue book, Jack’s expertise extends to program administration, where he manages four programs across two states with annual premiums exceeding $200 million. With 20 years of underwriting experience, Jack has successfully overseen a property and casualty book valued at $150 million. Additionally, his proficiency in wholesale and reinsurance has facilitated the placement of more than $80 million in annual premiums.

GUY GRIGGS

$3 Million Producer

In 2024, Guy Griggs with INSURICA's Tulsa, Oklahoma branch has reached the significant milestone of becoming a $3 million producer, a testament to his expertise and dedication in the insurance industry. He was the first INSURICAn in our company’s storied history to eclipse a $3M book of business.

Throughout his career, Griggs, has demonstrated a remarkable ability to serve clients across a wide range of industries, including education, manufacturing, public entity property insurance, and tribal insurance. His expertise extends to managing complex risks involving international exposure, such as Defense Base Act coverage and international liability.

This achievement underscores Griggs' commitment to excellence and his ability to navigate the complexities of the insurance landscape. His success is a reflection of the high standards and client-focused approach that INSURICA values.

KERRY SIMS

$3 Million Producer

Kerry Sims achieved an impressive milestone in 2024, becoming a $3,000,000 Producer.

Based out of the Cypress, Texas branch, Sims has specialized in the education industry, providing tailored insurance solutions to meet the unique needs of his clients. His deep understanding of the sector and dedication to client service have been instrumental in his success.

Sims' achievement reflects his ability to navigate the complexities of school insurance and deliver exceptional results for his clients. His success is a testament to the high standards and client-centric approach that INSURICA upholds.

$3M PRODUCER

Producer Pathway Program:

PAVING THE WAY TO PARTNERSHIP

In 2024, INSURICA proudly introduced the INSURICA Producer Pathway Program as a cornerstone of our Transformational Growth Strategy. This program is designed to cultivate the next generation of leaders within our organization, providing a structured pathway for producers to advance from their initial roles to ownership opportunities.

The IPP is structured like a journey, with each stage representing a significant milestone in a producer's career. Producers begin their journey as NEXTGEN producers, a phase that encompasses their first day on the job until they achieve "validation." This initial stage is crucial for developing foundational skills and understanding the core values and operations of INSURICA.

Once validated, producers transition to the CATALYST phase. This stage is characterized by accelerated growth and development, where producers are encouraged to leverage their skills and knowledge to drive business success. The CATALYST phase is designed to empower producers to take on more significant responsibilities and prepare for future leadership roles.

The culmination of the IPP journey is the opportunity for ownership, where producers become PARTNERS. This final stage represents the ultimate goal for many within the program, offering a chance to share in the success and growth of INSURICA. By becoming PARTNERS, producers not only achieve personal career milestones but also contribute to the long-term sustainability and prosperity of the organization.

The INSURICA Producer Pathway Program is more than just a career development initiative; it is a testament to our commitment to nurturing talent and fostering a culture of growth and innovation. As we continue to implement our Transformational Growth Strategy, the IPP will play a vital role in shaping the future of INSURICA and ensuring our continued success in the industry.

The IPP reflects our commitment to nurturing talent and fostering a culture of growth and innovation within INSURICA.

PA R T NER

The journey culminates in the PARTNER stage, where producers achieve ownership, contributing to INSURICA's long-term success

C ATA LY S T

Producers start as NEXTGEN, developing foundational skills until they 'validate,' then advance to the CATALYST phase for accelerated growth.

The INSURICA Producer Pathway Program (IPP) is a key component of our Transformational Growth Strategy, guiding producers from their first day to ownership opportunities

Our RM4U

CLIENT COMMITMENT

INSURICA is reinforcing its commitment to client service by externally branding “RM4U,” a comprehensive risk management approach tailored to each client’s unique needs. This initiative highlights INSURICA’s focus on personalized service and proactive strategies in an evolving insurance landscape.

Chief Sales Officer Dillon Rosenhamer emphasized RM4U’s value in strengthening INSURICA’s promise to clients and guiding producers toward success.

“In some ways ‘RM4U’ is nothing new to INSURICA,” Rosenhamer said. “I am totally committed to guaranteeing our success now and into the future by making RM4U the way we do business across the entire INSURICA Community.”

The RM4U process starts with a detailed risk assessment, where INSURICA experts analyze exposures, industry trends, and policies to develop a clear risk profile. Using these insights, they create tailored insurance and risk management solutions that are both comprehensive and cost-effective.

Modernizing the risk assessment tool and client-facing scorecard has been a passion project for Director of Sales Enablement Taylor Caraway.

“I can’t think of a better way to put our expertise on display than through the risk assessment process,” Caraway said. “We have leaned heavily upon our industry practice groups and thought leaders to develop thorough and thoughtful risk assessments that are specific to the industries we serve the best. Now, with modern tools like AI and automation, we have been able to successfully take our initial idea and make these assessments available across the board.”

A key RM4U component is proactive risk management, including safety programs, regular reviews, and ongoing client education. INSURICA continually updates risk management plans to address emerging risks, providing clients with dedicated support, advanced technology, data analytics, and industry insights to make informed decisions and build long-term relationships.

The graphic below depicts INSURICA's RM4U Client Promise and Service Team roles.

Innovating Performance

To describe INSURICA as “award winning” would be a dramatic understatement. INSURICA has been recognized with more national awards than ever before, and we believe it is because our industry is recognizing INSURICA’s leadership and the way we are modernizing insurance. At INSURICA, we pride ourselves on INNOVATION. We have committed to transform our industry by using data as a weapon, and to serve our customers today and tomorrow with services and expertise. INSURICA is a Best In Class broker of insurance, and we strive every day to help our customers become Best In Class in their respective industries.

SERVING CUSTOMERS INSURICA Direct Launches Website

In a major step toward modernizing the insurance industry, INSURICA launched its new digital platform, INSURICADirect.com. This cutting-edge online marketplace is designed to streamline the process of purchasing insurance, offering consumers a user-friendly experience with enhanced accessibility, transparency, and efficiency.

INSURICADirect.com is built to serve individuals and businesses seeking comprehensive insurance coverage tailored to meet their needs.

• Property

• Group Health

• Commercial Auto

• General Liability

• Business Interruption

• Workers’ Compensation

• Commercial Auto

• Professional Liability

• Cyber

• Group Ancillary Benefits

• Equipment

• Builders Risk

• Medical Malpractice

• Surety Bonds

• Umbrella

• Garage Keepers Liability

• Homeowners

• Life

• Medicare

• Health, Vision, Dental

• Home Insurance Floaters

• Personal Umbrella

• Personal Auto

• Renters, Motorcycle, RV, Trailer, Boat

One of the advantages of INSURICADirect.com is its ability to serve customers in all 50 states. With decades of insurance experience on a modern, digital platform, customers receive best-in-class coverage with ease.

The platform's intuitive design ensures that users can easily navigate through various options, compare policies, and make informed decisions.

By integrating an advanced AI-Chatbot, the platform allows users to answer questions in real-time. This feature aids users in understanding complex terms and helps them make informed decisions.

COAST to COAST

“I wish everyone could exhibit the same exceptional level of customer service that we've found from the entire team at INSURICA Direct. Insurance can be daunting, but they make it easy!”

Amy L., Valued Customer

SECURITY IN THE CLOUD Driving the Digital Age: IT Finds

In the rapidly evolving world of insurance, staying ahead of technological advancements is not just an option — it's a necessity. INSURICA’s IT Department has taken significant strides to enhance operational efficiency, improve client experiences, and secure data integrity, setting a new benchmark in the industry.

REVOLUTIONIZING INFRASTRUCTURE

One of the most notable achievements of INSURICA's IT Department this year has been the overhaul of its digital infrastructure. By migrating to a cloud-based system, the department has ensured seamless access to data and applications for employees across all locations.

This transition not only enhances flexibility and scalability but also significantly reduces downtime, ensuring that the company's operations run smoothly and efficiently.

Another highlight from 2024, was the improvement of turnaround time when purchasing and distributing laptops to new colleagues. Once a two-week process, the new system allows for new machinery to be up and running in as little as four business days.

ENSURING DATA SECURITY IN A HYBRID MODEL

With the increase in remote work, data security remains a top priority. IT implemented stringent security measures, which strengthen INSURICA’s security posture. Third-party vendors conduct monthly scans of INSURICA’s infrastructure and monitors systems 24 hours a day, seven days a week.

LOOKING AHEAD

As we look to the future, INSURICA's IT Department remains dedicated to pushing the boundaries of what's possible. Their achievements in 2024 serve as a blueprint for other departments aiming to leverage technology for growth and success.

With a focus on innovation, security, and client satisfaction, INSURICA is well-equipped to navigate the challenges and opportunities of the digital age.

Herman Williams, Sr. Helpdesk Analyst

EXPANDS CAPABILITIES Data & Innovation Team

The Data and Innovation team at INSURICA made significant strides in system integration and software development over the past year, focusing on improving efficiency and reliability across platforms.

“The Data and Innovation team successfully integrated Salesforce, Epic, and a new proprietary rating platform for Broker Source, allowing data to pass seamlessly between all three systems,” said Chief Innovation Officer Jeff Nickles.

“This level of integration has had a notable impact on Broker Source, enhancing system reliability and operational efficiency,” Nickles said.

A key development, related to this in 2024, was the creation of a new software solution, internally referred to as the “individual rater.” Built from the ground up, this tool aims to streamline processes and improve overall user experience. This software represents a major advancement in the company's technology offerings.

In terms of team growth, 2024 marked a turning point with the addition of in-house software developers.

“For the first time, INSURICA added software development capabilities by bringing Dorian Yeager and Hunter Soliday on board,” Nickles said. “This was a game-changer for us.” Additionally, the data team expanded with the addition of William Roten, further strengthening internal capabilities.

Looking ahead to 2025, the team will continue to focus on artificial intelligence and enhancing tools for RM4U, INSURICA's sales and service model.

“We have a lot coming related to RM4U,” Nickles stated. “Some of those enhancements are already rolling out, but 2025 will be a big year for further development.”

With an eye on continued innovation and efficiency, the Data and Innovation team remains committed to driving advancements that will benefit both INSURICA and its clients in the years to come.

$200M Gross Revenues +10.0% Growth $14.2M New Business +$2.2M

REVENUE GROWTH DERIVED FROM 4% Acquisitions 7% Organic $35.6M EBITDA +14.4% Growth

Renissa Roberts Sr. Commercial Lines Account Manager Oklahoma City, OK

COLLEAGUES ACROSS AMERICA

Take Advantage of

LET OUR TEAM BE AN EXTENSION OF YOURS

GLOBAL EXPRESS UNDERWRITERS

Global Express Underwriters (GEU) is INSURICA’s in-house MGA/ Wholesaler, created in 2018 to provide market access to a variety of programs for all INSURICA locations. GEU has many programs available to offer solutions for you and your insured. In 2024, GEU partnered with Affinity Advisors to offer technology solutions for your office; providing competitive comparison quoting for Cyber, D&O, E&O, and EPLI programs right from your office.

GEU HOTSPOTS:

• Wind/Hail Deductible Buyback

• Deadly Weapons/Active Assailant Coverage

• Contractor/General Liability/ Pollution

• Cyber Liability

Joe Sanchez

INSURICA Branch Leader, Tulsa Oklahoma 918.378.7411

Joe.Sanchez@INSURICA.com submissions@geuinsurance.com

C&S SPECIALTY UNDERWRITERS

The team at C&S has a strong underwriting background. Our goal is to make your experience fast and easy. Whether you are a carrier looking for a program manager with specialized underwriting expertise or a wholesale broker looking for an underwriting company that delivers an unparalleled customer experience, you are in capable hands with C&S Specialty Underwriters.

PROGRAMS:

• Environmental

• Construction General Liability

• Expanded Construction General Liability

• Fire & Water Restoration Contractors

Note: Access to C&S is by limited wholesale appointments only. Global Express Underwriters (GEU) is wholesale broker of choice for all INSURICA agents.

Preston Starr President,

C&S Specialty Underwriters 678.398.4593

Preston.Starr@csunderwriters.com csunderwriters.com

ENVISION CAPTIVE CONSULTANTS

INSURICA and Envision are not only sister companies, but there are many benefits to placing your best accounts in one of Envision’s captives.

Envision strives to be the most broker-friendly captive consultant. We protect our brokers from BOR, from both outside brokers and other brokers within the captive, and we believe you should be involved in the captive along with your client.

Envision operates boutique captives that are all member-owned and member-run. We are risk management-centric, perform upfront loss control assessments, and allow our members to have final say on any prospects looking to join.

PROGRAMS:

• Performance One Captive

• Phoenix Captive

• Destination Captive

Eric Pach President, Envision Captive Consultants 480.220.2655

Eric.Pach@envisioncaptives.com envisioncaptives.com

Founded in 1959 by C.W. Cameron, INSURICA has grown to more than 800 colleagues in more than 30 offices located throughout Arizona, Arkansas, California, Colorado, Georgia, Kansas, Oklahoma, and Texas. Oklahoma City is the home office for INSURICA. INSURICA is a family-owned independent insurance agency, program administrator, and risk pool manager that specializes in core industries and business disciplines. This unique structure provides INSURICA clients with unparalleled access to the most unique coverage and risk management expertise available, all delivered through a local agent relationship. At INSURICA, We Specialize in You. Learn more at INSURICA.com

EXCELLENCE IN Celebrating INSURICA's Growth and

Amy Herboek Promoted to Chief Financial Officer

Amy has been a vital part of INSURICA since 2011, initially joining as CFO of Guaranty Insurance Services before its acquisition by INSURICA in April of that year. Over the past 13 years, she has taken on several key leadership roles, including Enterprise Controller and, most recently, Chief Accounting Officer. Through these positions, Amy has played a significant role in INSURICA’s expansion and evolution, helping to shape its financial and operational strategies.

As a member of the Executive Leadership Team, Amy has led accounting operations with a steady hand, successfully navigating multiple acquisitions and spearheading strategic initiatives. Most recently, she has been instrumental in supporting corporate restructuring efforts aligned with INSURICA’s Transformational Growth Strategy. Her ability to guide teams through complex financial challenges, coupled with her thoughtful leadership style, has earned her deep respect across the organization.

Jeff Nickles Promoted to Chief Innovation Officer

Jeff Nickles has been promoted to Chief Innovation Officer (CINO), a well-earned recognition of his leadership and contributions. Along with this promotion, we are excited to announce that the Information Technology department, led by Russ Sullins, will now fall under Jeff’s capable leadership. Since joining INSURICA, Jeff has been an invaluable asset, consistently demonstrating strategic vision, forward-thinking leadership, and a passion for innovation.

With a strong track record of driving transformative initiatives and implementing cutting-edge technology solutions, Jeff has played a pivotal role in INSURICA’s growth and success. His deep understanding of both the company and emerging technology trends positions him well to lead the Innovation and Information Technology departments into the future. Under his guidance, we are confident these teams will continue to thrive, enhancing our ability to leverage emerging technologies, accelerate digital innovation, and stay ahead in the ever-evolving insurance landscape.

LEADERSHIP

John Schlarb Named Director of Risk Management Services

John Schlarb, who joined INSURICA

22 years ago after an impactful tenure as the safety director for a prominent construction company, has been promoted to Director of Risk Management Services.

From his first day, John demonstrated an unwavering commitment to excellence, delivering outstanding service across our branches. Highly respected by his colleagues, branch leaders, and producers, John has significantly contributed to INSURICA's success.

DeMarcus Strange Named Manager of Risk Control

Stepping into John’s former role, DeMarcus Strange, RIMS-CRMP, has been promoted to Manager of Risk Control.

Since joining INSURICA in 2021, DeMarcus has brought unparalleled expertise and vision, leveraging his

experience running a risk control consulting business and leading safety initiatives for top organizations. DeMarcus will now oversee our Risk Control Consultants in Oklahoma, Texas, and Arizona while driving future growth opportunities.

Garrett Campbell Named Director of Carrier Relations

Garrett plays a crucial role in nurturing and fortifying relationships with our insurance company partners, which is integral to INSURICA’s growth and success.

Garrett's tenure as a highly successful producer over the last decade brings invaluable experience and expertise to our team. Garrett will continue to maintain a book of business, ensuring continuity and leveraging his direct client experience to inform his new role.

What makes Garrett especially well-suited for this position is his proficiency in the data analytics tools INSURICA has. His adeptness in harnessing data insights will allow us to further optimize our strategies, enhance our decision-making processes, and deliver even greater value to our carrier partners and clients alike.

INSURICA UNVEILS

REBRANDED COMPANY STORE

INSURICA’s Company Store has a new look and new items from which INSURICAns may choose. The company store “refresh” is its first since it launched 15 years ago.

INSURICA’s Vice President of Marketing, Andy Paden, said the company store refresh was in response to requests from various colleagues across the network.

“Our marketing team had been discussing this with our vendor for the past year or so,” Paden said. “When other colleagues reached out and asked for some newer items, this project moved to priority status.”

Paden said the Marketing team knew that simply adding new items to the company store would not be enough to grasp the attention and imaginations of colleagues. So the Marketing Department organized a “magazine style” photo shoot with colleagues serving as models for some of the new items.

The rebrand includes a fresh visual identity, highlighted by a professional photoshoot conducted by Shevaun Williams Commercial Photography.

“It was so much fun! Dressing our colleagues in new apparel, sporting the INSURICA and INSURICA Direct logos, turned out to be a blast. We made a video about the photo shoot,” Paden said.

The rebranding effort aims to enhance the overall experience for clients and employees, reflecting INSURICA's commitment to innovation and excellence. The collaboration with Shevaun Williams & Associates has resulted in a series of striking images that capture the essence of the new brand.

The revamped company store will offer a range of updated merchandise, providing a fresh way for employees to connect with the INSURICA brand. The INSURICA Company Store now features nationallyrecognized brands like The North Face, Carhartt, Nike, Adidas, and Bad Birdie Golf.

From left: Ariel Perez, Dora Martindale, Juliet Ware, Elsa Loftus, Lisa Kruchten

From left: Cecily Thomas, Steven Byars, Paula Lanon, Ayana Allen

From left: Hailee Allen, Sydney Paden, Renissa Roberts, Kevin Wellfare, Lisa Kruchten

From left: Lantz Shetley, Richa Jones, Shaylin Vasquez, Steven Byers

Richa Jones Corporate Operations Team Lead Oklahoma City, OK

Ayana Allen, CRIS Assistant Account Manager Norman, OK

Kevin Wellfare Vice President - Oklahoma City, OK

Paula Lanon Recruiting Coordinator Oklahoma City, OK

Ariel Perez IT Helpdesk Manager Oklahoma City, OK

Juliet Ware Commercial Lines Account Manager Oklahoma City, OK

At left: Shaylin Vasquez, Assistant Account Manager — Oklahoma City, OK

At right: Lantz Shetley, CIC, CRIS, Commercial Insurance Producer — Oklahoma City, OK

JANET YEM RETIRES A Legacy of Excellence:

After two decades of unwavering dedication and excellence, Janet Yem is bidding farewell to her illustrious career at INSURICA’s Corporate Oklahoma City branch. Since joining the company in 2004, Janet has been a pillar of professionalism and innovation, leaving an indelible mark on the organization and the field of data management.

A true expert in her field, Janet has played a crucial role in INSURICA’s data migration projects, bringing a meticulous approach to data quality, integration, and system transitions.

Janet’s extensive experience spans multiple successful migrations, including eight from AMS, six from TAM, and four from Epic. Her proficiency in navigating the complexities of data migration was highlighted at the Applied Net 2022 conference, where she shared her insights as a distinguished panelist.

Beyond her technical acumen, Janet has been a mentor and a visionary leader at INSURICA. Her colleagues admire her for her integrity, work ethic, and unwavering support.

"Janet is always positive," says Ariel Perez. "That is something I always admire about her. She always motivates you and always had words of encouragement. If you made a mistake, she would help you fix it. Janet’s work ethic is second to none."

As she steps into retirement, Janet leaves behind a legacy of leadership, innovation, and camaraderie. While her presence will be deeply missed, her influence will continue to shape INSURICA for years to come.

The entire INSURICA family extends their heartfelt gratitude to Janet for her years of service and wishes her a fulfilling and joyful retirement.

Janet received a standing ovation at INSURICA's recent holiday celebration

Janet enjoyed participating with colleagues in many community events.

Janet Yem

IN MEMORIAM

David Dutton

Longtime Leader & Mentor

The INSURICA community is deeply saddened to announce the passing of David Dutton, a beloved veteran producer, mentor, and leader who lost his courageous battle with cancer July 14, 2024.

David’s career with INSURICA spanned an incredible 50 years, making him the organization’s longest-tenured colleague, second only to Chairman Bill Durrett.

David was known not only for his deep expertise and commitment to the insurance industry but also for his unwavering dedication to his clients, colleagues, and friends.

David’s legacy is one of mentorship, dedication, and generosity. Throughout his five-decade career, he not only contributed to INSURICA’s growth but also shaped the lives of those around him, setting a lasting example of integrity and compassion.

David’s passing marks a significant loss for INSURICA and the broader insurance community, but his memory and contributions will be remembered and honored for years to come.

Mark Heyne Beloved Friend & Leader

Mark Heyne, a cherished friend, leader, and inspiration to everyone at INSURICA, passed away May 10, 2024, after a brief but valiant battle with cancer.

Mark’s impact on those around him is beyond words. Known for his kindness, encouragement, and unwavering dedication, he was truly “the best of the best.” He embodied compassion and service, leaving an indelible mark on everyone who had the privilege to know him.

Mark’s legacy will live on, woven into the fabric of the INSURICA Community. His spirit of encouragement and his example of servant leadership will continue to inspire us all.

On September 14, 2024, INSURICA colleagues participated in the Kern Cancer Run/Walk & Festival at River Walk Park in Bakersfield, CA. A heartfelt Cancer Walk that was held to honor the memory of our beloved colleague, Mark Heyne. Mark's dedication and spirit touched everyone who had the pleasure of knowing him.

COMMUNITY ENGAGEMENT

INSURICA colleagues embody our core value of PURPOSE – Passion transforms ordinary into extraordinary and delights our INSURICA Community.

BAKERSFIELD, CALIFORNIA –

Community members joined forces at The Open Door Network’s shelter in Bakersfield to host a heartfelt tri-tip BBQ. The event was organized to provide a warm meal and uplift homeless women and children residing at the shelter, which is known for its impactful services, including food, shelter, daycare, job training, and employment support.

CYPRESS,

TEXAS –

The INSURICA Cypress team proudly participated in the Insurance Industry Charitable Foundation (IICF) Southeast’s National Veteran Clean-Up project in Houston. The event brought together volunteers from the insurance industry and the local community to honor and remember those who served in the military.

OKLAHOMA CITY, OKLAHOMA –

Shannon Robertson, OKC Commercial Account Executive, graduated from the McClain County Sheriff’s Office Reserve CLEET Academy and is now a Reserve Deputy, volunteering to support the department’s mission.

OKLAHOMA CITY

CYPRESS

BAKERSFIELD

TULSA & OKLAHOMA CITY, OKLAHOMA –

INSURICAns teed off at the Chubb Charity Challenge, held at the stunning Omni/PGA Frisco Resort. Each team played on behalf of a local charity, with the winning team from each regional tournament advancing to the national tournament. In the national tournament, the team secured $9,000 in donations for the Food Bank of Eastern Oklahoma c/o Limestone Technology Center.

NORMAN, OKLAHOMA – During the 2024 holiday season, the Norman team donated $2,800 and gifts to the Centers for Children and Families (CCFI), which provides strength-based programs supporting families facing challenges like abuse, neglect, divorce, and lack of quality out-of-school care.

BAYTOWN, TEXAS – Following the devastation caused by Hurricane Beryl, INSURICA colleagues in Baytown stepped up to help their community. Faith Family Church in Baytown organized efforts to support those affected by the storm. INSURICA colleagues from the Baytown area volunteered their time to assist with critical recovery efforts.

TULSA, OKLAHOMA – The Tulsa Botanic Garden announced a generous donation from longtime supporters Tim and Josie Driskill to enhance the Children’s Discovery Garden, which will be renamed the Josephine G. and Timothy W. Driskill Children’s Discovery Garden in their honor.

BAYTOWN

NORMAN

TULSA & OKLAHOMA CITY

TULSA

ur journey to $200 million has been marked by strategic growth, both organically and through key acquisitions. We have expanded our footprint, diversified our offerings, and strengthened our capabilities, all while maintaining the personalized service and attention to detail that our clients have come to expect. This growth is a direct result of the hard work and dedication of our team members, who consistently go above and beyond to meet the needs of our clients and exceed their expectations.

As we celebrate this achievement, we also look to the future with optimism and determination. The insurance landscape is ever-evolving, and we are committed to staying ahead of the curve, leveraging technology and data to drive innovation and enhance our services. Our focus remains on delivering value to our clients, supporting our communities, and creating a positive impact in the industry.

"Tip of the Hat" is a celebration of our past accomplishments and a tribute to the bright future that lies ahead. It is a reminder that our success is built on the foundation of teamwork, trust, and tenacity. As we embark on the next chapter of our journey, we do so with gratitude for the support of our clients, the dedication of our colleagues, and the strength of our partnerships.

Steven Byers, Associate Producer - Norman, OK

Insurance Producer