Partners
Philip R. Settles, President and CEO
Philip is a Texas native that developed his understanding of doing more with less from one of the world’s greatest business leaders, Samuel Moore Walton. Contributing to the phenomenal growth of the world’s largest retailer, his analytical business style promotes problem solving, discipline and accountability. A long time supporter of Jack Welch’s management style, he understands the value of empowering personnel to do a job and then holding them accountable for the results.
Philip believes business environments have shifted and forced the consolidation of management roles and responsibilities in such a way that many leaders have lost the ability to connect with the frontline forces of their organizations. This has impacted management’s ability to see day to day operations at a granular level. The multi-million dollar business process improvement industry has emerged to claim credit for capturing low hanging fruit that should be captured by the business’ leadership team.
Philip’s hands on experience comes from serving in a variety of management and consulting roles including; Chief Operating Officer, Vice President, Sr Director of various companies located all over the world supporting a client base that includes well known brands; Wal-Mart, Dolgen, Travelport, United Airlines, American Airlines, Orbitz, Autotrader, Superpages, KLM, along with dozens of dot com organizations located across the globe.
Philip understands that insurance policies can be confusing, cumbersome, and downright expensive. Through careful review and detailed analysis he will help you determine what's really needed to protect you and your business from the unexpected.
Rita Moreso
Rita understands the insurance business better than most, having worked in the industry for decades. Her function and goal is to assist you in the application process by helping our clients locate the necessary data, documents and material needed to get the most accurate quote.
Her role necessitates certain documentation standards, which requires all of her contact to be through email, text and faxed documents. She maintains our client records and can be counted on to quickly respond to your inquiries and application requirements.
Christine M. Woodman
Christine brings a financial background to commercial insurance evaluation. She completed her finance degree at Brigham Young University Idaho and enjoys locating financial opportunities in insurance policies. She is tenacious in reviewing policy information, collecting data, and matching needs with coverages.
The end result obtained is just the right amount of insurance to meet your business needs and goals. This process has saved local businesses thousands of dollars, and saving money on insurance goes straight to the bottom line. Improving your net profit is her main priority.
Jeremiah Collier
Jeremiah is a licensed insurance adjuster and serves as a public adjuster. He understands the claims process second to none. He can often be found in the aftermath of severe storms helping people put their life back together. Insurance companies have never worked harder to control their expenditures on claims. Thats why we have seen a rise in challenges to typical claims. Most people have come to realize that most insurance companies think your property is worth less than you do.
That difference in value creates a big gap between the policy holder and the insurance company. This delta is where Jeremiah comes in, he's an expert on claims analysis and resolutions. He will help you resolve your claim fairly and quickly.