We founded Assurance to make selling and buying insurance easier.
We knew we could use technology to make life better for insurance carriers, BGAs, GAs, IMOs, producers, agents, and other industry pros while helping them accelerate their sales.
Our senior staff has 100 years of insurance experience. Our developers are full-stack developers and insurance specialists. And our design team spent years making taxes easy for the masses at TurboTax. Add them all together and Assurance’s applications are intuitive, easy to use and, dare we say, beautiful.
Assurance will boost your sales and simplify your processes. It’s always on, and always ready, wherever you need it.
Future Forward for LIMRA Members?
Digital technology, shifting demographics, tightening economics and changing regulations. These were the common themes for last week’s annual LIMRA conference. Since this was LIMRA’s 100 th Anniversary, what is typically a 500 person event was a record 1,000+ as carriers and distributors starved for direction and solutions to today’s challenges took it all in….
With deep expertise across insurance, UX design, digital journeys and SaaS platform development, our team works at the forefront of digital innovation
Our Executive Team
Decades of leadership at the forefront of technology innovation and insurance transformation
CEO & Board Member, Assurance
Prior to Assurance, Bill was a leader in the San Diego venture capital (VC) community with Tech Coast Angels, acting as an investor, board member and advisor for several businesses in the cyber security, consumer product, and communications technology sectors. As CEO of Anonymizer (2000-2011) Bill led the firm in the cyber security sector, providing subscription services to the U.S. government and large enterprise customers for online covert communications and non-attribution/identity services for cyber operations against opponents such as foreign opponents, terrorists and hackers. Bill earned a B.A. in Economics from the University of Washington and a Masters in Management from Kellogg Graduate School of Business at Northwestern University.
John Lefferts, CFP®, CLU, ChFC
Chief Revenue Officer
John began his professional career with AXA in San Diego as a financial advisor and over a 25 year career rose to the top role as President and CEO of AXA Advisors in New York City serving 2.5 million households and $9 billion in revenues. In 2012, John led PE-backed startup Lion Street Financial in Austin, TX from concept to launch creating a unique “Tribrid” distribution platform. John has served on the board of trustees for The American College and has been profiled in numerous industry publications. As an Oregon State graduate, he currently serves on the Dean’s Circle of Excellence Board as an advisor to the dean of business and at the schools 100 year anniversary was named one of the 100 Top Business School Graduates of all time.
Chief Marketing Officer
Over the past decade, Matt has led various marketing divisions and strategy/innovation programs at global financial services provider Zurich Insurance Group, a market leading commercial property & casualty carrier in the insurance sector. He has led critical strategic marketing and business strategy projects across the Consumer, Small Business, Corporate Enterprise and Public Sector markets. Prior to Zurich Insurance, Matt spent a decade in Silicon Valley, leading marketing for two network security start-ups focused on Virtual Private Network (VPN) and digital certificate based authentication services. Matt has a B.A. in Literature & Economics from Boston College, an M.B.A. from London Business School (LBS), and an M.A. International Relations from the London School of Economics (LSE).
Vice President of Product
Tim is an experienced financial technology professional with deep expertise in the technical and business aspects of software development, Big Data, predictive analytics, fraud solutions, and the payments industry. He has experience leveraging Big Data and predictive analytics to improve or optimize decisions for Fortune 100 organizations. With deep experience in a wide variety of SAAS platforms and technologies, Tim helped define and drive data solutions for Renovate America, Visa, Fair Isaac (FICO), and Opera.
An insurance professional with over 30 years of diversified experience in the industry. Joe has worked with insurance carriers in external wholesaling and marketing roles, a regional insurance BGA as well as several prominent independent producers all within the NY metropolitan area. His responsibilities have included marketing, relationship/account management, sales and operations. Joe is well versed in the large case marketplace and his areas of expertise include product analysis, case design & analysis and underwriting. Recognized as a hands-on manager with extensive knowledge and experience in the business cycle, from concept and design through implementation. He is a strategic leader able to leverage core strengths to deliver excellent results. Known for his proactive approach and the ability to manage and exceed expectations.
Recognized industry leaders in the art of building businesses and technology innovation
Chairman of the Board
Mr. Rady is Chairman, President and Chief Executive Officer of American Assets (NYSE: AAT); founder and Chairman of the Board of Insurance Company of the West (ICW); Chairman of the Dean’s Advisory Council of the Rady School of Management, UCSD; and trustee of the Salk Institute for Biological Sciences. Mr. Rady is also the founder, chairman and CEO of Westcorp, a financial services holding company; Chairman of Western Financial Bank (1982-2006); and CEO of Western Financial (1994-1996; 1998-2006). Mr. Rady received his degrees in commerce and law from the University of Manitoba.
Mr. Pastor has an extensive and diversified track record in both running successful businesses and advising business leaders. His career has spanned the media/entertainment, education, and business/financial services sectors. Most recently, Mr. Pastor was Chairman of the Board and CEO of Vistage International, the world’s largest for-profit CEO-membership company, with over 20,000 members in 15 countries.
Mr. Rady is the Portfolio Manager and CEO of Rady Asset Management (RAM) as well as the Senior Portfolio Manager of the Rady Contrarian Long and Long/Short Funds. Prior to Rady Asset Management, Harry was CIO of a large investment and real estate conglomerate. Harry Rady is also currently the CEO of MyOwnCIO which offers ultra high net worth individuals an outsourced CIO (Chief Investment Officer).
Dr. Grossman founded the first dental preferred provider organization in California and was director of Community Dental Network and President of Dimension Dental Services. He was also founder, President and CEO of First Dental Health, developing an innovative fee-for-service point of service platform. First Dental Health was sold to Principal Financial Group in 2012. Today, Dr. Grossman is the Executive Chairman of tab32, the #1 free cloud based dental software and practice management company.