Inszone Insurance Services Executive and Leadership Team

Kelli Caldwell, the Owner & Chief Executive Officer at Inszone Insurance Services, directs the overarching corporate strategy and long-term vision for the brokerage. Caldwell architects the firm's aggressive expansion model, balancing organic growth with a high-velocity mergers and acquisitions program that spans multiple states. By aligning the organization with capital partners like Ares Capital and BHMS Investments, the Chief Executive Officer ensures the financial stability necessary to scale operations nationwide. This leadership role involves constant evaluation of market opportunities to enhance the firm's competitive position in the property and casualty sector. Kelli Caldwell maintains a focus on building a relationship-centric culture that supports 1,000 professionals across the country. Through rigorous oversight of the executive team, the Owner & Chief Executive Officer drives the company toward the goal of establishing a presence in all 50 states while delivering customized insurance programs to diverse commercial and personal clients.

Francisco Saldaña, the Regional President, Mid- Territory (West) at Inszone Insurance Services, directs the brokerage's market presence and client engagement strategies across the western United States. Saldaña oversees the performance of local agencies, ensuring that commercial and personal insurance solutions meet the specific demands of the regional market. By fostering strong relationships with local business owners and individual clients, the Regional President, Mid- Territory (West) drives organic growth and strengthens the firm's reputation. This leadership role involves managing the integration of regional acquisitions into the broader corporate framework. Francisco Saldaña coordinates with the executive team to implement customized insurance programs that address specialized business risks unique to the western territory. Through the active development of local talent and the optimization of regional sales channels, the Regional President, Mid- Territory (West) ensures that the company maintains its competitive edge. Saldaña executes the firm's mission by delivering high-touch, personalized service that aligns with the company's national standards.

Chris Tracy, the Regional President at Inszone Insurance Services, manages the strategic operations and business development efforts within assigned territories to support the firm's national expansion. Tracy oversees the delivery of comprehensive insurance solutions, including general contractor coverage and group health benefits, to a diverse client base. By driving regional sales initiatives, the Regional President ensures that the company's customized insurance programs reach target markets effectively. This role involves leading local teams to maintain high service standards while navigating the complexities of regional insurance regulations. Chris Tracy coordinates with the Chief Revenue Officer to align regional performance with the company's overall growth trajectory. Through the identification of new market opportunities and the cultivation of client relationships, the Regional President strengthens the firm's presence in key areas. Tracy executes the corporate strategy by ensuring that every regional office provides the personalized, relationship-focused brokerage experience that defines the company's market impact.

Pat Grignon, the Chief Revenue Officer at Inszone Insurance Services, manages the firm's national sales strategy and revenue growth initiatives. Grignon optimizes the brokerage's commercial and personal lines distribution, ensuring that the diverse product portfolio meets the specific needs of small businesses and large commercial clients. By coordinating with regional leadership, the Chief Revenue Officer drives the adoption of customized insurance programs across the United States. This role involves refining the sales funnel to maximize client retention and acquisition efficiency. Pat Grignon monitors market trends to adjust pricing and service delivery models, directly impacting the company's bottom line. Through the implementation of data-driven sales methodologies, the Chief Revenue Officer secures consistent growth in both property and casualty and employee benefits segments. Grignon maintains alignment with the broader corporate mission by fostering strong relationships with multiple insurance carriers, thereby providing clients with competitive coverage options that support the firm's expansion goals.

Ross Stevens, the Chief Technology Officer at Inszone Insurance Services, architects the digital infrastructure required to support a rapidly growing, multi-state brokerage firm. Stevens oversees the integration of technology platforms that streamline the delivery of commercial property, auto, and home insurance solutions. By modernizing internal systems, the Chief Technology Officer enhances operational efficiency for 1,000 professionals, ensuring seamless data management across numerous nationwide locations. This leadership role involves implementing scalable software solutions that facilitate the onboarding of newly acquired agencies. Ross Stevens drives the digital transformation necessary to maintain a personalized, relationship-focused approach in an increasingly automated industry. Through the deployment of robust cybersecurity measures and advanced analytics tools, the Chief Technology Officer protects client data while providing actionable insights for the executive team. Stevens ensures that the firm's technological capabilities remain agile, supporting the company's objective to provide customized insurance programs with speed and precision.

Laura Saavedra, the Chief Operations Officer at Inszone Insurance Services, manages the internal processes and administrative functions that sustain the firm's national footprint. Saavedra oversees the integration of newly acquired agencies, ensuring operational consistency across the company's diverse geographic locations. By standardizing workflows for employee benefits and specialized business risk coverage, the Chief Operations Officer drives efficiency and service quality for all clients. This role involves coordinating with regional presidents to align operational output with the firm's aggressive growth targets. Laura Saavedra monitors performance metrics to identify areas for process improvement, directly supporting the company's ability to scale effectively. Through the management of internal resources and support teams, the Chief Operations Officer ensures that the brokerage maintains its personalized service model despite rapid expansion. Saavedra executes the operational strategy that allows the firm to deliver complex insurance solutions while maintaining the agility of an independent brokerage.