Meet Our Team

 

Vast and varied experience. One singular vision. The SageSure team is united by shared values and a commitment to fostering excellence in all that we do.

 

SageSure is guided by a group of experienced professionals with extensive backgrounds in product development, underwriting, sales, technology, customer service and more. Our diverse team possesses the experience and skills necessary to deliver the first-class products and service our producers and customers need and deserve.

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The Executive Team

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Terrence McLean

Chief Executive Officer

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Terrence McLean

Chief Executive Officer

Terry McLean is co-founder and Chief Executive Officer of SageSure Insurance Managers, where he oversees operations and guides the strategic vision of the organization. Mr. McLean brings extensive knowledge and experience in insurance and finance to his role. Prior to founding SageSure, Mr. McLean 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. Mr. McLean 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.
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Brooks Clark

Chief Underwriting Officer

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Brooks Clark

Chief Underwriting Officer

As Chief Underwriting Officer, Brooks Clark is responsible for driving products, pricing and underwriting requirements for SageSure programs. Mr. Clark oversees the company’s actuarial, product development, and underwriting operations. Before joining the company in 2008, Mr. Clark served as Senior Vice President at Travelers Property Casualty where he was responsible for product management for the personal lines business nationally. Mr. Clark 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.
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Victor Dos Santos

President, Commercial Insurance

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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. Mr. dos Santos 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. Mr. dos Santos 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.
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Tammy Nelson

Chief Marketing Officer

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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, Ms. Nelson 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.
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 human resources, analytics, strategic planning, facilities management 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.
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Paul VanderMarck

Chief Technology and Innovation Officer

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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.

Board of Advisors

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Dave Pirrung

IAT Insurance Group

Chief Financial Officer

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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.
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Don Bailey

Partner, Bristlecone Partners

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Don Bailey

Partner, Bristlecone Partners

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.

Senior Leadership

Lisa Bernstein

Lisa Bernstein

Chief Administrative Officer

Lisa Bernstein

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.
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Craig Bissel

Chief Financial Officer

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Craig Bissel

Chief Financial Officer

As Chief Financial Officer, Craig Bissell directs accounting, financial reporting and treasury functions for SageSure. Craig has extensive experience in insurance, having worked as a CFO, a reinsurance broker and an independent consultant. He also has experience as an auditor for a public accounting firm. Craig, who is also a certified public accountant (CPA), has a bachelor’s degree in accounting from Ohio University and a graduate degree in accounting from University of North Florida.
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Jon Gingrich

Senior Vice President of Sales

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Jon Gingrich

Senior Vice President of Sales

Jon Gingrich is SageSure’s Senior Vice President of Sales, and a 33-year veteran of the insurance industry. After beginning his career as an agent with AAA Michigan, Jon quickly climbed the ranks before landing in Green Bay, WI, where he led sales operations for Ameriprise Auto & Home Insurance. In almost two decades with the firm, Jon proved instrumental in improving client satisfaction scores and helping grow their direct written premium from $135 million to over $1 billion. Jon carries a business degree from Ferris State University with a concentration in marketing, and brings leadership, expertise and a knack for delivering process improvements and performance strategies that result in sustained business growth.
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Art Greitzer

Vice President of Underwriting

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Art Greitzer

Vice President of Underwriting

As 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, Mr. Greitzer was Director of Operations, Underwriting and Service for Travelers in New Jersey. Prior to the merger of Travelers and Aetna, Mr. Greitzer 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.
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Alan Lange

Vice President of Homeowners Pricing Actuary

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Alan Lange

Vice President of 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.
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Andy Levens

Vice President of Product Implementation

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Andy Levens

Vice President of 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.
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Tim Meaney

Vice President of Software Product & Quality

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Tim Meaney

Vice President of Software Product & Quality

As Vice President of Software Product & Quality, Tim Meaney leads the Software Product team and drives the platform for Insight Catastrophe Group. He has designed and built software for more than 22 years. Tim has started three companies: Arc90, Readability, and Kindling; Insight Catastrophe Group was a client of Arc90, the software design and development company founded in 2004. Tim left Arc90 in 2009 to pursue other opportunities, eventually joining the company 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 technologies, Tim excels in leading large-scale software development teams and growing technology businesses.
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Hallie Montague

Vice President of Marketing

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Hallie Montague

Vice President of Marketing

As Vice President of Marketing, Hallie Montague is responsible for overseeing and leading the integrated marketing strategy across all mediums and distribution channels. She is a passionate and experienced professional who brings more than 20 years of brand marketing, business-to-business and business-to-consumer marketing experience to the table from successful global corporations like Luxottica and American Modern Insurance Group. She holds a Bachelor of Science in Marketing from Miami University, and is known for her ability to manage large cross-functional teams to develop and execute strategies that drive sales and maintain costs. Joining the team in 2016, SageSure is pleased to have this high energy, proven marketing leader from Ohio who stops at nothing to deliver the best customer experience for our partners and policyholders.
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Suzanne Morrow

Vice President of National Accounts and Field Success

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Suzanne Morrow

Vice President of National Accounts and Field Success

Suzanne Morrow is an innovative insurance executive and marketing professional with more than 30 years of experience in operations, agency relations, producer engagement, product design/launch and senior leadership. Suzanne is responsible for developing and implementing the strategic sales and marketing plans for profitable product growth for SageSure. She joined the team in 2017 to oversee the Sales team and manage agency relations. She has a Bachelor of Science in Business Management from Nova Southeastern University and professional designations as Chartered Property & Casualty Underwriter (CPCU), Certified Insurance Counselor (CIC) and an Associate degree in Risk Management (ARM).

Tawana Scott

Vice President of Commercial Insurance Product

Tawana Scott

Vice President of Commercial Insurance Product

In her role as VP of Commercial Insurance Product, Tawana Scott builds coverages, forms and underwriting rules that support SageSure’s commercial insurance launch. Tawana has over 30 years experience in the insurance industry. Most recently, she was the VP of Commercial Lines for DTRIC Insurance in Honolulu, Hawaii. Tawana holds a Bachelor of Arts in Business Administration from Rutgers University, as well as an Associate in Underwriting designation and a Chartered Property Casualty Underwriter license.
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Andromeda Thompson

Vice President of Operating Analytics

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Andromeda Thompson

Vice President of Operating Analytics

As Vice President of Operating Analytics, Andromeda Thompson is responsible for identifying reporting needs and analyzing the resulting information to drive stronger decision-making, processes and outcomes for SageSure. She has nearly 20 years of experience in the insurance industry, having worked in underwriting, project management, customer service, operations and analytics. Andromeda has a Bachelor of Arts from the University of Massachusetts, Amherst.
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Cong To

Vice President and Chief Pricing Actuary

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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.
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Chris Turner

Vice President of Carrier Operations

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Chris Turner

Vice President of Carrier Operations

As Vice President of Carrier Operations, Chris Turner is responsible for strengthening the strategy, operations and relationships with our carrier partners, with a strong emphasis on enhancing our claims capabilities. Chris has more than 20 years of insurance industry experience, leading diverse teams and partnering with the business and IT to deliver practical solutions to improve efficiency, quality and the customer experience. Prior to joining SageSure, he held various risk management, operational and consultative leadership roles with Chubb Personal Insurance and, more recently, Crum & Forster’s specialty P&C division, Seneca. Chris has a Bachelor of Arts from the University of Mary Washington, where he studied historic architecture, urban planning and cultural resource management.
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Scott Wilsey

Chief Information Security Officer

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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.
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Tom Wixted

Vice President of Policy Services

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Tom Wixted

Vice President of 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.