Inszone Insurance Services Executive and Leadership Team

Kelli Caldwell, the Owner & Chief Executive Officer at Inszone Insurance Services, directs the overarching corporate strategy and operational vision. This leadership role involves guiding the company's aggressive growth trajectory, which integrates organic expansion with a significant mergers and acquisitions program. Caldwell oversees the strategic alignment of all business units, ensuring the delivery of a broad range of property and casualty, commercial, personal, and employee benefits insurance solutions. The focus remains on expanding the company's geographic footprint across the United States, aiming for a presence in all 50 states. This executive's mandate includes fostering relationships with key investors and carrier partners to support sustained expansion and market penetration. Kelli Caldwell drives the company's mission to provide customized insurance programs tailored to the specific needs of individuals, small businesses, and large commercial clients, maintaining a relationship-focused, personalized approach to insurance brokerage nationwide.

Francisco Saldaña, the Regional President, Mid- Territory (West) at Inszone Insurance Services, spearheads strategic initiatives and operational oversight for the western United States. This executive role involves driving market penetration and growth within key territories, directly supporting the company's expansion goals. Saldaña ensures the effective delivery of Inszone's comprehensive insurance solutions, including property and casualty, commercial, personal, and employee benefits offerings, to clients across the region. The focus is on cultivating strong client relationships and reinforcing the company's personalized, independent brokerage approach. By managing regional operations and sales teams, Francisco Saldaña plays a crucial part in the successful integration of acquisitions and the organic expansion of Inszone's presence. This leadership ensures that the company's commitment to serving individuals, small businesses, and large commercial clients with tailored insurance programs is consistently met throughout the western territories.

Ross Stevens, the Chief Technology Officer at Inszone Insurance Services, architects and executes the company's technology strategy, ensuring robust digital infrastructure supports nationwide operations and client service. This role is critical for integrating acquired agencies and streamlining technology platforms across diverse markets. Stevens oversees the development and implementation of innovative solutions that enhance operational efficiency, data security, and client experience. The technology roadmap directly supports Inszone's aggressive growth strategy, enabling seamless scalability for organic expansion and M&A integration. By optimizing digital tools and platforms, the Chief Technology Officer ensures Inszone can effectively deliver its broad range of property and casualty, commercial, personal, and employee benefits insurance solutions. Ross Stevens drives technological advancements that empower the company's approximately 1,000 professionals to serve clients with a personalized, relationship-focused approach, solidifying Inszone's market position across the United States.

Laura Saavedra, the Chief Operations Officer at Inszone Insurance Services, directs the day-to-day operational execution and efficiency across the company's extensive network. This leadership position is vital for managing the integration of over 120 acquired agencies, ensuring seamless operational alignment and service delivery nationwide. Saavedra oversees the company's approximately 1,000 professionals, optimizing workflows and resource allocation to support the delivery of property and casualty, commercial, personal, and employee benefits insurance solutions. The Chief Operations Officer ensures that Inszone's relationship-focused, personalized approach to insurance brokerage is consistently applied across all client interactions and geographic regions. Laura Saavedra drives operational excellence, directly impacting the company's ability to scale its business model effectively, expand its geographic footprint across the United States, and maintain high standards of service for individuals, small businesses, and large commercial clients.