9 items found
- 115th MAMAC at The Greenbrier
Last weekend, our Revenue Officer, Mark Hatfield, and Vice President of Sales, Jose Loera, made a trip to White Sulphur, West Virginia, to attend the 115th Mid-Atlantic Mutual Advantage Convention, hosted by the Pennsylvania Association of Mutual Insurance Companies. The three-day event included educational and motivating speakers who discussed topics such as evolving with the challenges that businesses are facing since Covid, tracking trends in the industry, and pushing forward through adversity. The Confianza team was featured in the exhibit hall where Mark and Jose presented our fresh new look at booth 8, reconnecting with old friends as well as creating new connections. With their endless energy, the duo was able to reach the mutual insurance community; a demographic Confianza had only previously dipped their toes in. Of course, for some, the event was more of a reunion, where they brought their significant others and children along to experience the luxury that the Greenbrier has to offer. Deemed America’s Resort, the Greenbrier has something for the entire family with outdoor activities, a spa, shopping, golf course, casino, and more. The first guests arrived in 1778 to a simpler layout of only cottages, hoping the water of the White Sulphur Spring would improve their health. It gained more traction in the 1800s and began hosting a more prestigious crowd from politicians, judges, and lawyers, to clergyman, diplomats, and merchants. At 2,000-feet above sea level, it provides respite from the hot summer days. It wasn’t always a fun and relaxing atmosphere at the Greenbrier though. During the Civil War, the resort closed and both sides used it as either a hospital or a military base. In 1942, the U.S. Army purchased the property and created the Ashford General Hospital, with 2,000 beds, admitting 24,148 soldiers over the course of four years. Finally, in 1948, the Greenbrier reopened and reclaimed its reputation as America’s Resort. Sometime in the 1950s, the U.S. government looked to the resort once more, in need of an Emergency Relocation Center, or bunker, for Congress to flee to in case of war. They began construction on the West Virginia Wing, while secretly building the underground bomb shelter below. They kept the location hidden from the public for thirty years, codenaming it Project Greek Island and maintaining its operational readiness. In 1992 however, word got out of the bunkers location and the project was declassified. Visitors can explore the narrow halls of the underground shelter today. The Greenbrier has earned its title as a National Historic Landmark, and we look forward to attending more events there in the future. Check out our Gallery for more pictures!
- Confianza Completes SOC2 Audit
"It's unusual for a startup company to make SOC2 an early priority" - David Young, CTO at Confianza Today, Confianza Inc., a datatech company that uses advanced analytics to curate leading edge entity and attribute resolution, announced that it has successfully completed the SOC2 audit, demonstrating it meets rigorous cyber security standards. SOC2 Report is a security framework developed by the American Institute of CPAs to assess a company’s level of risk from cyber threats. Independent auditors first evaluate the quality of cybersecurity policies, procedures, and controls. They then verify whether these guidelines are actually being followed, thus producing the results of the SOC2 Report. This is not a one-time initiative, and a company must work continually to stay in compliance with SOC2. To read a summary of Confianza’s SOC2 findings and cyber security standard, please contact us here.
- Congratulating our CEO on 2 years at Confianza!
For our first-ever blog post, we'd like to thank and congratulate Jeffrey Glazer for 2 years of leadership as CEO of Confianza! Jeffrey has been a part of the insurance industry for over 45 years, and with that comes a myriad of connections. Introducing the insurance data version of “Bacon’s Law.” Jeffrey Glazer has been a fixture in the insurance industry for over 45 years, leading companies that provide data and technology services across the industry. With his history, it’s clear Jeffrey is prime to be the center of the insurance data “Bacon’s Law” game. His work history is shown on his profile, Jeffrey Glazer. For background on Bacon’s Law (for the nerds in the group). https://lnkd.in/dyB_uap Head to our LinkedIn to join us in posting our connections to post your degree of separation from “working with Jeffrey.”
- Team | Confianza
Our Team In the insurance industry, depth of experience matters. There is perhaps no team with the level of expertise in data analytics - with unparalleled industry insights - than ours. Members of our leadership team are trailblazers in the insurance industry, having served in multiple senior executive roles, building the strong contacts and valuable relationships proven to enhance the way insurance companies do business today . Confianza launched in 2020 and immediately revolutionized the way insurance professionals gain the vital data they need to provide opportunities for expanded sales and customer retention. At Confianza, not only is the difference in our data, it’s in our team. Contact us for a complimentary consultation, and see the difference we can make for your business. Jeffrey Glazer is a highly successful senior executive with over 35 years of experience building and leading organizations in the software and insurance industry. He has served as CEO of Activer Solutions, where he led all aspects of operations and strategic direction, and was CEO of Insurity, Inc. – a software vendor servicing the P&C Insurance Industry. Prior to Insurity, Jeffrey led the Insurance Division of LexisNexis, a provider of an underwriting engine driven by data, business outsourcing, and data analytics; he was also Vice President at Equifax. Jeffrey’s insurance career began at the Hartford Insurance Group, where he was the senior officer responsible for the Commercial Property/Casualty Automation Division. Jeffrey Glazer CHIEF EXECUTIVE OFFICER John Petricelli is an accomplished Data/Analytics professional in the insurance industry. He served in multiple capacities over the last 35 years as MGA/Carrier, Service Provider, and Senior Executive with both LexisNexis & Verisk. He is a serial entrepreneur, having started multiple companies to service the insurance industry. John is respectfully known as “Mr. Data”, renowned for his ability to find and leverage information assets and analytics to solve pressing business issues with elegance and simplicity, dedicating his entire career to predicting human behavior. John Petricelli CHIEF DATA OFFICER Meredith Petricelli had many pursuits throughout her college career, studying business and marketing, and graduating with a Degree in Mortuary Sciences. The diversity of her experiences prepared Meredith for her role as Confianza’s Marketing and Finance Manager. In regard to Marketing, Meredith handles campaign management, event strategy and execution, public relations, content, and media development. In her role as Finance Manager, she is the point of contact for customer and vendor account management, is responsible for payroll, and is the liaison between accountant and bookkeeper. Meredith Petricelli MARKETING & FINANCE David Young is a longtime leader in the technology arena and is a hands-on “blue collar” CTO and technology evangelist. He has been bridging the world of business requirements and software development for more than 30 years. Throughout his career, David has served in many leadership roles as CTO and CEO of companies throughout numerous technology-driven industries. Most recently he served as founding CTO and Senior Product Manager at SambaSafety, one of the country’s leading providers of driver risk management solutions, and has also served as the bootstrapping CEO for a successful startup. For fun, David is the author of two books (one of which is Enhydra MLC for Java Presentation Development (SAMS Publishing, 2001), and has written articles on key topics including guidance on integrating telephone and Web services. David serves as a mentor and speaker to provide students with insight into Web application technology. David Young CHIEF TECHNOLOGY OFFICER Jose Loera is a longtime proven leader in the sales and marketing arena, spending the past 12 years specializing in the insurance industry. Prior to joining Confianza, he served as VP of Sales, P&C Insurance, at Ferris Digital and Sales Director, P&C Insurance, at Majesco. For nearly a decade, he served as Senior Sales Executive, Software Solutions at S&P Global Market Intelligence, at SNL iPartners P&C Insurance Division, where he was responsible for the national sales effort of the iPartners division, offering data management solutions based on insurance specific data. Jose Loera VICE PRESIDENT SALES Heidi Sutkaitis has worked for business executives since the mid-1990s, liaising with department leaders, managing projects, and fostering the exchange of ideas. In her current capacity, Heidi wears many hats; depending on the demands of the day, she can be found communicating between teams, scheduling meetings, and setting up systems/solutions to maximize efficiency. She enjoys helping wherever needed. OPERATIONS MANAGER Heidi Sutkaitis Bill Costa brings a broad spectrum of “insurance company” expertise from his 35 years at GEICO. He specializes in product, data, and advanced analytics, but his success also encompasses telematics programs, vendor relationships, digital customer applications, regulatory compliance, operational standards, and actuarial science as a Fellow of the Casualty Actuarial Society (FCAS). He currently serves on the Board of Directors for the Baxter Federal Credit Union (BCU). Prior to that, Bill served as Chairman of the Board for the GEICO Federal Credit Union and facilitated its merger with BCU. CHIEF PRODUCT OFFICER Bill Costa Mark Hatfield has over 20 years of experience in revenue producing roles in the P&C insurance industry with a variety of products and services that include big data, analytics, business process outsourcing, and actuarial services. Most recently, he served as a Senior Account Executive for Verisk Analytics/ISO where he was awarded as top goal producer, along with several other awards during his tenure. REVENUE OFFICER Mark Hatfield Jessica Walrod Jessica Walrod graduated with a degree in Business and Management and worked for Target Corporation’s Asset Protection Department, where she gained experience in protecting profitable sales by mitigating risk. She is experienced with leading and providing mentorship to a team who is dedicated to preventing and resolving theft and fraud. She is skilled in communication, investigative research, and problem-solving and is devoted to continuous growth and development. Her skills are an asset to the Operations Team. DATA OPERATIONS ASSISTANT Olivia Sutkaitis has a wide range of responsibilities here at Confianza. No matter what the task, as Production Assistant, Olivia will ensure it is completed to the fullest to support the Chief Data Officer and our team. Her job includes extensive internet research, timely communication, and problem identification. Olivia is currently studying for a business and technology certificate at Greenville Technical College, as well as working full-time. Olivia Sutkaitis PRODUCTION ASSISTANT Rick Renteria IT DIRECTOR
- Better Data | Confianza
Providing Accurate and Actionable Information to Brokers, Carriers, and Insurance Agents Empowering Them to Make Better Decisions What Sets Us Apart... We’ve formed a team of longtime leaders in the insurance industry who created a revolutionary technology platform and highly sophisticated suite of analytical products and services needed to help insurance industry professionals make important decisions. From consumer acquisition to service and renewal, you can have confidence that we will exceed your expectations. Here at Confianza we offer Curated Profile Databases of consumer and business data from over 50 consent-compliant sources, which are curated with advanced analytics and machine learning to create entity profiles and link them to an extensive database. The entities and attributes are defined and linked using proprietary matching and machine learning algorithms. We offer over 700 million combined entities from the following categories: Adult 335M Household 181M Vehicle 282M Address 199M Business 65M Household With better, more comprehensive, data. . . . Expand your client base, increase revenue, and best meet the needs of your clients – at all stages of an insurance policy’s lifecycle 01 Comprehensive National Database 260 M Condensed Consumer Records 500 + Consumer Behavior Categories 100% Customer Confidence
- Our Data Packages | Confianza
Our Data Packages Here at Confianza, all of our services are offered offline to allow for minimal interruption to your businesses servers. Our data is best utilized by choosing a base and curating a specialized plan for yourself by customizing your add-ons! This ensures that you will receive the most applicable data possible. PERSONAL: Personal BASE Property BASE Vehicle Registration MVR Derivative - Flag MVR Derivative - Violation Detail Address, Census & Crime Detail Accident Report Personal Base Add-ons: + Personal Credit and Financial Detail + Household People and Vehicles + Personal Emotion + Consumer Events + Personal Contact Info Details Property Base Add-ons: + Property MLS + Property Fire Protection + Risk and Emergency Services + Property Replacement Cost Value (RCV) + Property Permit Count COMMERCIAL: Commercial Base Commerical Property Base Commercial Vehicle Registration Commercial Base Add-ons: + Commercial Enhancements + Commercial Additional Info + Principals Commercial Property Base Add-ons: + Address, Census and Crime Detail + Property MLS + Property Fire Protection + Risk and Emergency Services + Property Replacement Cost Value (RCV) + Property Permit Count Add-On Services Policy Analysis Service : + An offline service that examines every field in the carrier’s Property & Casualty Auto book that identifies issues of accuracy and suitability. This deep dive analysis spans all aspects of the policy covering the Primary Named Insured(s), all named drivers, and all included vehicles. Conifanza Renewal Book Analysis: + An offline capability that like the Policy Analysis Service described above, performs a deep dive into the quality and performance of each policy in a carrier’s book of business. The service examines seven factors or unique aspects of the policy to quantify the premium leakage / avoidance of the policy. Point of Sale Fraud Service Add-on: An offline service that examines a carrier’s policies written over the most recent period and generates a complete list of defects associated with the policy. Each defect carries a unique weight which is then summed into a policy score. The score highlights both fraud in both its hard form (premeditated fraud) and soft form (purposeful premium avoidance). The model is self-scaling, as not all aspects of fraud are applicable to a carrier depending on the coverage provided to the consumer. This service is an “open book” and details every exception noted quantifying the levels of exceptions and providing guidance on how the carrier / consumer can remediate each exception.