Meet Our Team

 

The SageSure team is united by shared values and a passion for solving the toughest challenges in the industry. Our insurance-first focus merges deep industry experience with data-driven decisions. The result? Strong, stable coverage in coastal states where it’s hardest to come by.

 

SageSure is guided by a group of experienced professionals with extensive backgrounds in product development, underwriting, technology, innovation, sales, customer service and more. We’re continuously innovating to deliver market-leading products, technology and underwriting results to our partners and customers.


Executive Team


TerryMcLean

Terrence McLean

Chief Executive Officer

TerryMcLean

Terrence McLean

Chief Executive Officer

Terry McLean is co-founder and Chief Executive Officer of SageSure, where he oversees operations and guides the strategic vision of the organization. Terry brings extensive knowledge and experience in insurance and finance to his role. Prior to founding SageSure, he worked for RenaissanceRe’s Corporate Risk Management Group. He previously held roles as Chief Operating Officer of a Florida homeowners insurance company and Financial Institutions investment banking professional with DLJ and UBS. Terry graduated from the Management & Technology Program at the University of Pennsylvania. He holds a BAS in Engineering and a BSE from The Wharton School with concentrations in Computer Science, Finance and Actuarial Science.
Brooks Clark

Brooks Clark

Chief Underwriting Officer

Brooks Clark

Brooks Clark

Chief Underwriting Officer

As Chief Underwriting Officer, Brooks Clark is responsible for driving products, pricing and underwriting requirements for SageSure programs. Brooks oversees the company’s actuarial, product development, and underwriting operations. Before joining the company in 2008, he served as Senior Vice President at Travelers Property Casualty, where he was responsible for product management for the personal lines business nationally. Brooks began his career at Aetna and spent his early years in various actuarial and underwriting capacities. More recently, he was a consultant to the P&C industry, focused on building sophisticated underwriting and pricing programs for clients that included the use of predictive modeling. He is a Fellow of the Casualty Actuarial Society.
Paul Vandermark

Paul VanderMarck

Chief Technology and Innovation Officer

Paul Vandermark

Paul VanderMarck

Chief Technology and Innovation Officer

Chief Technology and Innovation Officer Paul VanderMarck’s mission is to keep SageSure’s proprietary technology platform on the cutting edge of the industry. Paul and his team are responsible for identifying and executing on innovation opportunities and adopting new technologies to continue to advance the user experience for SageSure’s agents and policyholders. Previously, Paul was a managing director at boutique investment bank Financial Technology Partners, where he worked with a wide range of high-growth businesses across the insurtech landscape on capital raising and mergers and acquisitions. He previously spent 25 years as Chief Product Officer and as a member of the leadership team that grew Risk Management Solutions (RMS) from a startup into a $300 million revenue business while creating an entirely new market and transforming the way that the global insurance industry manages catastrophe risk. Paul also served for 10 years as a board member and chairman of Build Change, a non-profit social enterprise that works to improve construction practices for homes and schools in catastrophe-prone developing countries. He holds a bachelor’s degree in civil engineering and a master’s degree in structural engineering, both from Stanford University.

Lisa Bernstein

Chief Administrative Officer

Lisa Bernstein

Chief Administrative Officer

As SageSure’s Chief Administrative Officer, Lisa Bernstein leads our human resources, office operations, legal and administrative functions. In her role, she provides invaluable expertise and strategic leadership for critical business operations and elevates and enhances the firm’s overall effectiveness to deliver on its business strategy. Lisa began her career as an employment attorney before transitioning to spearhead best-in-class HR functions for two high-growth organizations. Most recently, Lisa was a senior partner and global head of human capital and administration for Apollo Global Management. During her time there, she built the human resources department from the ground up and helped the firm grow from a small private equity shop to a publicly-traded, global alternative asset manager. Lisa has a BA from the University of Michigan and received her JD from Fordham University School of Law. She is currently a member of the Board of Directors of private telecommunications company Intrado, Vice Chair of the Board of NYC education nonprofit Change For Kids as well as an advisory board member of Declare, a for-profit global organization that supports women in their professional careers.
Victor dos Santos

Victor dos Santos

President, Commercial Insurance

Victor dos Santos

Victor dos Santos

President, Commercial Insurance

As President of Commercial Insurance, Victor dos Santos is responsible for leading SageSure’s commercial lines. He is charged with developing and pricing products as he works with the rest of the management team to grow the business. Victor has 30 years of experience in the insurance industry, with roles ranging from actuarial to finance, product management and business unit leadership. Before joining SageSure in 2018, he served as Vice President and Actuary of Business Insurance at Travelers Insurance, where he led the pricing strategy and product filings for $11 billion of products across various types of business insurance. Victor graduated from Rensselaer Polytechnic Institute with a degree in mathematics and minors in psychology and economics. He is a Fellow of the Casualty Actuarial Society.

Jason Jacobs

Chief Accounting Officer

Jason Jacobs

Chief Accounting Officer

As Chief Accounting Officer, Jason Jacobs leads our corporate accounting, financial reporting and financial controls functions. Jason brings a wealth of expertise with over 20 years of experience in public accounting, insurance and financial services for public and private companies. Before joining SageSure in 2021, he served as Head of Accounting Policy at AIG and prior to that as an Audit Partner in financial services with Baker Tilly Virchow Krause, LLP, a public accounting firm. Jason is a Certified Public Accountant (CPA) and earned his Bachelor of Science degree in Business Administration-Accounting from Bloomsburg University.

John Lummis

Executive Vice President, Capital and Risk Management

John Lummis

Executive Vice President, Capital and Risk Management

As Executive Vice President of Capital and Risk Management, John’s focus is on enhancing SageSure’s insurance risk management capabilities across carrier portfolios and optimizing capital structure and efficiency. He also leads continued investment in proprietary exposure management technology and risk analytics capabilities. John brings more than 25 years of experience in senior executive, advisory, and investment roles within the property and casualty insurance industry, including his previous positions as the CFO and COO of RenaissanceRe and CEO of AQR Capital Management. He holds a B.A. from Stanford University and a J.D. from the University of Michigan.
Tammy Nelson

Tammy Nelson

Chief Marketing Officer

Tammy Nelson

Tammy Nelson

Chief Marketing Officer

As Chief Marketing Officer, Tammy Nelson is responsible for marketing and sales at SageSure Insurance Managers. Before joining SageSure in 2016, she was Chief Marketing Officer and Chief Customer Experience Officer at American Modern Insurance Group, part of Munich Re. While at American Modern, she was responsible for marketing, communications, customer experience and innovation/digital. Prior to that, Tammy spent the majority of her career leading marketing and sales for Ameriprise Auto & Home Insurance. She has a Master of Business Administration degree from the Carlson School of Management at the University of Minnesota, and a bachelor’s degree in advertising and economics from the University of Wisconsin, Eau Claire. She has also earned her Certified Customer Experience Professional (CCXP) designation.
Cat Reese

Cat Reese

Chief Claims Officer

Cat Reese

Cat Reese

Chief Claims Officer

As Chief Claims Officer, Cat has built out our claims function to manage the end-to-end claims lifecycle for some of our partners, while collaborating with other carrier partners to implement innovative analytics, technology and claims handling practices. Cat most recently served as Chief Claims Officer for Tower Hill Insurance Group and her prior experience includes multiple claims leadership roles at USAA. Cat holds a bachelor’s degree in international politics and Arabic from Georgetown, a master’s in risk management and insurance from Florida State University and the CPCU designation.
Colin Smith

Colin Smith

Chief Operating Officer

Colin Smith

Colin Smith

Chief Operating Officer

As Chief Operating Officer, Colin Smith is responsible for identifying and executing strategies for the company’s continued growth. Colin oversees SageSure’s corporate operations, including strategic planning, analytics, and program operations. He has a background in investment banking and raising capital for rapidly growing private companies. Most recently, Colin served as CEO of the NYC nonprofit Change for Kids, increasing revenue by more than 2,500 percent to support nearly 5,000 elementary school students annually. He has a Bachelor of Science in Finance from the University of Virginia.

Senior Leadership


Shaun Abram

Vice President, Engineering

Shaun Abram

Vice President, Engineering

As Vice President of Engineering, Shaun focuses on leading the Software Engineering team, enhancing the buying experience for our customers and scaling our platform as our business continues to grow. Shaun brings more than 20 years of software experience to SageSure. Prior to joining the team, he led the platform engineering team at LendingClub, where he played a key role in scaling the engineering practice as the business grew. He was also previously a technical lead at BlackRock, where he designed and built applications for traders and portfolio managers on the trading research team.

Neill Arendt

Associate Vice President, Program Operations

Neill Arendt

Associate Vice President, Program Operations

Neill Arendt brings over a decade of insurance industry expertise to his role as Associate Vice President of Program Operations. Previously, Neill worked in wholesale brokerage as an analyst with Allstate and in insurance distribution as a management consultant at Accenture. That combination of industry and consulting experience make him perfectly suited to drive scale at SageSure while simultaneously supporting the delivery of new products and product enhancements. Neill joined the team in 2018 and has a Bachelor of Applied Science in Management Information Systems from Illinois State University.

Sandra Belcourt

Vice President, Product Management and Underwriting

Sandra Belcourt

Vice President, Product Management and Underwriting

With decades of diverse personal lines experience, Sandra Belcourt brings a focus on quality measurement and product development to her role as Vice President of Product Management and Underwriting. Her wide-ranging knowledge, amassed over more than 30 years with The Hartford, also includes underwriting and book management. Sandra joined SageSure in 2020 and leads the homeowners division in pioneering new ways to help customers protect their American Dream. She has an Associate Degree in Underwriting from the Insurance Institute and holds two U.S. patents for innovative coverages.

Doug Brekke

Vice President, Commercial Insurance Underwriting and Product

Doug Brekke

Vice President, Commercial Insurance Underwriting and Product

Doug Brekke has more than two decades of experience in the commercial insurance underwriting space, including home office and field management roles within captive and independent agency carrier distribution models. Most recently, Doug was responsible for leading Travelers’ small commercial underwriting centers in the Western U.S. As Vice President of Commercial Insurance Underwriting and Product, Doug guides the expansion of SageSure commercial business within new and existing states, building product forms, coverages and filings, and developing and managing underwriting guidelines and procedures. Doug earned a Bachelor of Science in Humanities and Business Management from Woodbury University and holds multiple professional insurance designations.

Greg Cote

Vice President, Commercial Actuarial

Greg Cote

Vice President, Commercial Actuarial

As Vice President of Commercial Actuarial, Greg is responsible for the development and integration of all pricing initiatives related to commercial products with primary focus on the creation of proprietary catastrophe rating plans. Greg brings over 30 years of experience in the insurance industry, specializing in product development, analytics, pricing tools and operating system integration. Prior to joining Sage Sure in 2019, he served as Second Vice President of Commercial Pricing at Travelers Insurance and lead the development and integration of multi-line benchmark analytic tools used by middle market field business units to make point of sale pricing decisions. Greg holds a bachelor’s degree in Actuarial Science from Bryant University and is a Fellow of the Casualty Actuarial Society.

Palak Gohil

Vice President, Data Science

Palak Gohil

Vice President, Data Science

Palak Gohil leads the Data Science team for SageSure. As part of the Innovation group, Palak built the team responsible for all predictive modeling and decision analytics needs outside of traditional product development. She has a master’s degree in computer science and brings more than a decade of leadership experience in software development, data science and engineering to her role as Vice President of Data Science. Prior to joining SageSure, Palak led data science, analytics, and data engineering teams for Bombora, MyFitnessPal, Under Armour and LendingClub.

Art Greitzer

Senior Vice President, Underwriting

Art Greitzer

Senior Vice President, Underwriting

As Senior Vice President of Underwriting, Art Greitzer is responsible for the production of multi-state personal lines programs. In this role, he recruits, trains and manages underwriters with emphases on deep underwriting and customer service experience. Prior to joining SageSure, Art was Director of Operations, Underwriting and Service for Travelers in New Jersey. Prior to the merger of Travelers and Aetna, he held various managerial positions with Aetna in both Personal and Commercial Lines at the Field and Home Office level. He has over 30 years of diversified insurance experience and holds a Bachelor of Arts in Psychology from Southern Connecticut State University.
Alan Lange

Alan Lange

Vice President, Homeowners Pricing Actuary

Alan Lange

Alan Lange

Vice President, Homeowners Pricing Actuary

As VP Homeowners Pricing Actuary, Alan Lange oversees the actuarial pricing team responsible for all of SageSure’s existing homeowners products. Alan has over 30 years of insurance experience in various positions. He spent the first part of his career at Travelers and Orion Capital, where he held several actuarial roles. For the past 20 years, he has worked almost exclusively in personal property and catastrophe risk management. Alan is a fellow of the Casualty Actuarial Society and holds a Bachelor of Arts in Mathematics from Whitman College and a Master of Science in Computer Science from Rensselaer Polytechnic Institute.

Andy Levens

Vice President, Product Implementation

Andy Levens

Vice President, Product Implementation

As Vice President of Product Implementation, Andy Levens oversees the implementation and maintenance of all personal lines homeowners insurance products on Insight Catastrophe Group’s platform, representing a suite of 35 distinct product offerings among 11 carriers and growing. He brings a wealth of insurance experience as an actuarial analyst from insurance companies such as National Life in Vermont and Home Insurance Company in New York. Andy has a Bachelor of Science in Business Administration from the University of Richmond.

Dan Maloney

Vice President, Wholesale

Dan Maloney

Vice President, Wholesale

As Vice President of Wholesale, Dan Maloney is responsible for the development and execution of the wholesale strategy. He is a passionate leader with more than 15 years of insurance experience. Prior to joining SageSure, Dan worked for Allstate and held leadership roles in distribution strategy, sales, operations, program management and wholesale. Dan holds a bachelor’s degree in finance from Northern Illinois University.

Tim Meaney

Senior Vice President, Software

Tim Meaney

Senior Vice President, Software

As Senior Vice President of Software, Tim Meaney leads the SageSure software team and is focused on delivering our tech-forward, customer-centric approach to technology. Tim has been building software products, teams, & companies (Arc90, Readability, and Kindling) for his entire 20+ year career. Tim joined SageSure in 2016 as VP of Software Product & Quality. With an undergraduate degree in business management from Tulane University, an MBA in strategic management from DePaul’s Kellstadt Graduate School of Business, and proven experience in software and insurance organizations, Tim excels in leading large-scale software development teams and growing technology businesses.

Cong To

Vice President and Chief Pricing Actuary

Cong To

Vice President and Chief Pricing Actuary

As Vice President and Chief Pricing Actuary, Cong To is responsible for pricing, product management, risk management, and data analytics. He joined the company in the Cheshire, Conn. location in 2016. With 14 years of experience as an actuary and consultant, some of his many accomplishments include a Bachelor of Arts in Mathematics from the University of Connecticut and being a Fellow of the Casualty Actuarial Society. He brings extensive knowledge from his previous work at leading insurance companies like AIG, as the global property portfolio actuary in consumer lines and Ernst & Young, as an actuarial consultant. His ability to analyze data and assess risk along with his expertise in probability, economics, and business, makes him a value add to the company.

Scott Wilsey

Chief Information Security Officer

Scott Wilsey

Chief Information Security Officer

Scott Wilsey has a strong aptitude for system architecture and development along with corporate strategy, which makes him an asset in InsurTech. With a bachelor’s degree in Business Administration and Information Systems from Washington State University and more than 15 years in public utilities and private technology companies, he excels at some of the following: problem solving through innovative solutions, team building, cloud computing infrastructure and application development. Since 2014, Scott has been an integral part of the company’s infrastructure and technical success.

Tom Wixted

Vice President, Policy Services

Tom Wixted

Vice President, Policy Services

As Vice President of Policy Services, Tom Wixted is responsible for leading our service center operations including all customer service, policy processing, billing and Agent Portal system support business activities. An industry veteran, Mr. Wixted has more than 20 years of insurance experience. Prior to SageSure, he worked at Nationwide for 16 years in various areas including customer service, underwriting, direct sales and training. For the final two years of his tenure at Nationwide, Mr. Wixted was accountable for one of four inbound call centers that provide customer service to Nationwide’s policyholders and agents. He served as a leader to 14 supervisors and 240 representatives that handled approximately 1.4 million inbound calls annually at the center’s peak staffing. He has his MBA from Lynchburg College and a bachelor’s degree from James Madison University.

Board of Advisors


Dave Pirrung

IAT Insurance Group Chief Financial Officer

Dave Pirrung

IAT Insurance Group Chief Financial Officer

Dave Pirrung joined IAT Insurance Group in 2002 as the Sr. Vice President/Treasurer before being promoted to Chief Financial Officer just three years later. As CFO, Dave is responsible for the accounting and financial reporting, treasury and investment management, regulatory compliance and actuarial functions of IAT. He began his career as an auditor at Ernst & Young, and soon climbed through the ranks while gaining valuable experience in the property and casualty insurance practice.

Don Bailey

Bristlecone Partners Partner

Don Bailey

Bristlecone Partners Partner

At Bristlecone Partners, Don Bailey teaches companies and professionals how to embrace adversity in order to drive growth and build stronger culture. Don’s engaged leadership style, persuasive communication skills and transparent approach to people management have contributed to his success at several major firms. Prior to Bristlecone Partners, Don was the President of Global Sales for Marsh, the largest risk broker in the world. Before that, he served as President of Allstate B2B and the Chairman of Encompass, a one-billion-dollar subsidiary of Allstate. He carries a bachelor’s degree in economics from Allegheny College and an MBA from Eastern University.