hotalinginsurance.com
“Stelvio [restructured] its software development team to sit under four distinct, multi-disciplinary teams, capable of building and modifying any product within the EstImage product suite”
Yannick Giguère,
Stelvio Australia
Read on
Award Winner
HOTALING INSURANCE SERVICES
Dan Dilella
Managing Partner (Houston)
Bobby Hotaling
CEO and Founder
David Summers
Managing Director
Ausure Horizon Insurance
Leadership
Dan DiLella is the managing partner of HIS and has strategic control over the Houston office. HIS is a nationally licensed and fully independent risk management family office with five offices across the country. Dan specializes in high-level estate planning for his clients that range from affluent business owners, families, and individuals to professional athletes and entertainers. In 2014, he joined HIS (formerly known as The Hotaling Group) as an insurance specialist. He began his mentorship under the group’s founder and one of the most respected insurance agents in the country, Bobby Hotaling. Shortly after joining the firm, Dan was tasked with growing the group’s presence in the Houston market and spent several years cultivating business and creating meaningful relationships. After countless cross-country commutes, he was given the reins to open an office in “H-Town” and was named managing partner in 2018. In September 2021, he was nationally recognized as one of Insurance Business America’s Rising Stars for his contributions to the industry.
Managing Partner (Houston)
Dan Dilella
As founder and CEO, Bobby Hotaling has supervisory and strategic control over all functional disciplines of HIS. With over 20 years of experience, he is considered an industry leader in the world of insurance. His clients range from renowned business owners and medical professionals to professional athletes and entertainers as he lends his expertise in all aspects of insuring each client’s professional and personal needs.
CEO and Founder
Bobby Hotaling
David Summers, an Elite Broker in 2021, has 20 years of experience in his field and is described as a person who is always running at 9,000 rpm. With an insurance mentality that there should be no problems, only solutions, he goes out of his way to provide what his clients need. David works closely with companies in the construction and transport industries, providing straightforward and pragmatic advice that enables them to keep their businesses safe and profitable.
Managing Director
Ausure Horizon Insurance
David Summers
SPECIAL REPORT
Home
Bio
“Stelvio [restructured] its software development team to sit under four distinct, multi-disciplinary teams, capable of building and modifying any product within the EstImage product suite”
Yannick Giguère,
Stelvio Australia
Read on
Award Winner
HOTALING INSURANCE SERVICES
Wesley Werner
Senior Software Engineer
Bobby Hotaling
CEO and Founder
Dan Dilella
Managing Partner (Houston)
Leadership
Headquarters:
Melville, NY
Year founded:
2002
Number of employees:
150+
Phone:
800 987 1811
Email:
info@hgfin.net
Website:
LinkedIn:
linkedin.com/company/hotalinginsuranceservices
Dan DiLella is the managing partner of HIS and has strategic control over the Houston office. HIS is a nationally licensed and fully independent risk management family office with five offices across the country. Dan specializes in high-level estate planning for his clients that range from affluent business owners, families, and individuals to professional athletes and entertainers. In 2014, he joined HIS (formerly known as The Hotaling Group) as an insurance specialist. He began his mentorship under the group’s founder and one of the most respected insurance agents in the country, Bobby Hotaling. Shortly after joining the firm, Dan was tasked with growing the group’s presence in the Houston market and spent several years cultivating business and creating meaningful relationships. After countless cross-country commutes, he was given the reins to open an office in “H-Town” and was named managing partner in 2018. In September 2021, he was nationally recognized as one of Insurance Business America’s Rising Stars for his contributions to the industry.
Managing Partner (Houston)
Dan Dilella
As founder and CEO, Bobby Hotaling has supervisory and strategic control over all functional disciplines of HIS. With over 20 years of experience, he is considered an industry leader in the world of insurance. His clients range from renowned business owners and medical professionals to professional athletes and entertainers as he lends his expertise in all aspects of insuring each client’s professional and personal needs.
CEO and Founder
Bobby Hotaling
Wesley Werner has cross-functional technical skills across a variety of technical languages such as C#, .NET, .NET Core, and SQL. He has a demonstrated history in the insurance space and has been involved in all aspects of the product lifecycle from planning and technical specification to implementation and delivery. He is also skilled in delivering client-centric outcomes.
Senior Software Engineer
Wesley Werner
SPECIAL REPORT
Home
Bio
For the second year running, Shielded Insurance Brokers has claimed the number-one spot among IB’s Top Brokerages. In 2020, it was record-setting growth that drove the company’s impressive success. This year, says managing director Stuart Brady, the key ingredient behind the win is the Shielded culture. Brady is proud of the shared vision for constant improvement across all aspects of the business. “We are thrilled to take out the win again, and it’s hats off to the team for their hard work over the past year,” he says.
“Stelvio [restructured] its software development team to sit under four distinct, multi-disciplinary teams, capable of building and modifying any product within the EstImage product suite”
Yannick Giguère,
Stelvio Australia
Read on
Award Winner
HOTALING INSURANCE SERVICES
Angela Terreblanche
Technical Business Analyst
Bobby Hotaling
CEO and Founder
Dan Dilella
Managing Partner (Houston)
Leadership
Headquarters:
Melville, NY
Year founded:
2002
Number of employees:
150+
Phone:
800 987 1811
Email:
info@hgfin.net
Website:
LinkedIn:
linkedin.com/company/
hotalinginsuranceservices
SPECIAL REPORT
Home
Bio
Dan DiLella is the managing partner of HIS and has strategic control over the Houston office. HIS is a nationally licensed and fully independent risk management family office with five offices across the country. Dan specializes in high-level estate planning for his clients that range from affluent business owners, families, and individuals to professional athletes and entertainers. In 2014, he joined HIS (formerly known as The Hotaling Group) as an insurance specialist. He began his mentorship under the group’s founder and one of the most respected insurance agents in the country, Bobby Hotaling. Shortly after joining the firm, Dan was tasked with growing the group’s presence in the Houston market and spent several years cultivating business and creating meaningful relationships. After countless cross-country commutes, he was given the reins to open an office in “H-Town” and was named managing partner in 2018. In September 2021, he was nationally recognized as one of Insurance Business America’s Rising Stars for his contributions to the industry.
Managing Partner (Houston)
Dan Dilella
As founder and CEO, Bobby Hotaling has supervisory and strategic control over all functional disciplines of HIS. With over 20 years of experience, he is considered an industry leader in the world of insurance. His clients range from renowned business owners and medical professionals to professional athletes and entertainers as he lends his expertise in all aspects of insuring each client’s professional and personal needs.
CEO and Founder
Bobby Hotaling
Wesley Werner has cross-functional technical skills across a variety of technical languages such as C#, .NET, .NET Core, and SQL. He has a demonstrated history in the insurance space and has been involved in all aspects of the product lifecycle from planning and technical specification to implementation and delivery. He is also skilled in delivering client-centric outcomes.
Senior Software Engineer
Wesley Werner
For the second year running, Shielded Insurance Brokers has claimed the number-one spot among IB’s Top Brokerages. In 2020, it was record-setting growth that drove the company’s impressive success. This year, says managing director Stuart Brady, the key ingredient behind the win is the Shielded culture. Brady is proud of the shared vision for constant improvement across all aspects of the business. “We are thrilled to take out the win again, and it’s hats off to the team for their hard work over the past year,” he says.
Wesley Werner
Senior Software Engineer
Wesley Werner has cross-functional technical skills across a variety of technical languages such as C#, .NET, .NET Core, and SQL. He has a demonstrated history in the insurance space and has been involved in all aspects of the product lifecycle from planning and technical specification to implementation and delivery. He is also skilled in delivering client-centric outcomes.
Senior Software Engineer
Wesley Werner
David Summers
Managing Director
Ausure Horizon Insurance
David Summers, an Elite Broker in 2021, has 20 years of experience in his field and is described as a person who is always running at 9,000 rpm. With an insurance mentality that there should be no problems, only solutions, he goes out of his way to provide what his clients need. David works closely with companies in the construction and transport industries, providing straightforward and pragmatic advice that enables them to keep their businesses safe and profitable.
Managing Director
Ausure Horizon Insurance
David Summers
David Summers
Managing Director
Ausure Horizon Insurance
David Summers, an Elite Broker in 2021, has 20 years of experience in his field and is described as a person who is always running at 9,000 rpm. With an insurance mentality that there should be no problems, only solutions, he goes out of his way to provide what his clients need. David works closely with companies in the construction and transport industries, providing straightforward and pragmatic advice that enables them to keep their businesses safe and profitable.
Managing Director
Ausure Horizon Insurance
David Summers
Angela Terreblanche
Technical Business Analyst
Angela Terreblanche is an experienced business analyst and finance professional (CA) with a demonstrated history of working on system implementations, particularly in the insurance industry. She is skilled in business process mapping, understanding finance and accounting processes, financial reporting, banking integration processes, project management and implementing customer-centric solutions.
Technical Business Analyst
Angela Terreblanche
Angela Terreblanche
Technical Business Analyst
Angela Terreblanche is an experienced business analyst and finance professional (CA) with a demonstrated history of working on system implementations, particularly in the insurance industry. She is skilled in business process mapping, understanding finance and accounting processes, financial reporting, banking integration processes, project management and implementing customer-centric solutions.
Technical Business Analyst
Angela Terreblanche
Wesley Werner
Senior Software Engineer
Angela Terreblanche is an experienced business analyst and finance professional (CA) with a demonstrated history of working on system implementations, particularly in the insurance industry. She is skilled in business process mapping, understanding finance and accounting processes, financial reporting, banking integration processes, project management and implementing customer-centric solutions.
Technical Business Analyst
Angela Terreblanche
As a nationally licensed and fully independent risk management family office, Hotaling Insurance Services (HIS) specializes in developing robust protection strategies to meet the unique needs of its diverse clientele. The company has over 20 years of experience navigating the distinct exposures that arise in advanced risk mitigation planning. Through its all-encompassing approach, HIS delivers high-level estate and business solutions, employee benefit programs, and property and casualty platforms.
As the leader of Sephora Canada’s strong e-commerce business, Laura Unger focuses her team on driving growth through industry-leading online client experiences.
Laura has worked for Sephora for nearly six years, leading the e-commerce merchandising team for makeup, and has hands-on experience at Sephora inside JC Penney. She is passionate about developing and leading teams and has earned a reputation for driving business results by doing so.
Before joining Sephora, Laura honed her talents at such well-known companies as Google and Gap, as well as e-commerce start-ups Minted and Shop It To Me.
Laura is a graduate of Smith College, and earned an MA from Stanford University and an MBA from UC Berkeley Haas School of Business. She enjoys hiking and being outdoors and loves spending time with her family, especially her four-year-old son. In quiet moments, you might find her reading The New Yorker.
Vice President/General Manager, .CA
Laura Unger
Paul Mayer has over 20 years of sales and marketing experience at the vice president level. He is a graduate of Queen’s University and has an MBA from IESE Business School in Spain. He speaks English, French, and German, and has an understanding of Spanish.
Executive Vice President, Investment Sales
Paul Mayer
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and Call Centre Operations
Sarah M Stewart
Laura Unger
Vice President/
General Manager, .CA
Sarah M Stewart
Associate Vice President, Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Paul Mayer
Executive
Vice President, Investment Sales
As the leader of Sephora Canada’s strong e-commerce business, Laura Unger focuses her team on driving growth through industry-leading online client experiences.
Laura has worked for Sephora for nearly six years, leading the e-commerce merchandising team for makeup, and has hands-on experience at Sephora inside JC Penney. She is passionate about developing and leading teams and has earned a reputation for driving business results by doing so.
Before joining Sephora, Laura honed her talents at such well-known companies as Google and Gap, as well as e-commerce start-ups Minted and Shop It
To Me.
Laura is a graduate of Smith College, and earned an MA from Stanford University and an MBA from UC Berkeley Haas School of Business. She enjoys hiking and being outdoors and loves spending time with her family, especially her four-year-old son. In quiet moments, you might find her reading The New Yorker.
Vice President/General Manager, .CA
Laura Unger
Paul Mayer has over 20 years of sales and marketing experience at the vice president level. He is a graduate of Queen’s University and has an MBA from IESE Business School in Spain. He speaks English, French, and German, and has an understanding of Spanish.
Executive Vice President, Investment Sales
Paul Mayer
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich
School of Business, and most recently completed the Communications and Leadership Program at
The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and
Call Centre Operations
Sarah M Stewart
Laura Unger
Vice President/
General Manager, .CA
Karen Bannister, CM
Vice President, Marketing
Paul Mayer
Executive
Vice President, Investment Sales
Sarah M Stewart
Associate
Vice President, Leasing and Call Centre Operations
As the leader of Sephora Canada’s strong e-commerce business, Laura Unger focuses her team on driving growth through industry-leading online client experiences.
Laura has worked for Sephora for nearly six years, leading the e-commerce merchandising team for makeup, and has hands-on experience at Sephora inside JC Penney. She is passionate about developing and leading teams and has earned a reputation for driving business results by doing so.
Before joining Sephora, Laura honed her talents at such well-known companies as Google and Gap, as well as e-commerce start-ups Minted and Shop It To Me.
Laura is a graduate of Smith College, and earned an MA from Stanford University and an MBA from UC Berkeley Haas School of Business. She enjoys hiking and being outdoors and loves spending time with her family, especially her four-year-old son. In quiet moments, you might find her reading The New Yorker.
Vice President/General Manager, .CA
Laura Unger
Paul Mayer has over 20 years of sales and marketing experience at the vice president level. He is a graduate of Queen’s University and has an MBA from IESE Business School in Spain. He speaks English, French, and German, and has an understanding of Spanish.
Executive Vice President,
Investment Sales
Paul Mayer
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the
Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years
of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation
of the company’s internal customer
service department.
Associate Vice President,
Leasing and Call Centre Operations
Sarah M Stewart
“Stelvio’s approach to EstImage is unique in that it leverages software integration to simplify communication and data exchange between insurers and their suppliers from one centralised location, eliminating the need for multiple products or portals”
Yannick Giguère,
Stelvio Australia
“Stelvio’s approach to EstImage
is unique in that it leverages software integration to simplify communication and data exchange between insurers and their suppliers from one centralised location, eliminating the need for multiple products or portals”
Yannick Giguère,
Stelvio Australia
“Stelvio’s approach to EstImage is unique in that it leverages software integration to simplify communication and data exchange between insurers and their suppliers from one centralised location, eliminating the need for multiple products or portals”
Yannick Giguère,
Stelvio Australia
LinkedIn:
linkedin.com/company/hotalinginsuranceservices
Website:
hotalinginsurance.com
Email:
info@hgfin.net
Phone:
800 987 1811
Number of employees:
150+
Year founded:
2002
Headquarters:
Melville, NY
