Revolutionizing social-based marketing for carriers and agents across America

With more than half of insurance customers using social media to make buying decisions, having an effective social-based marketing program is essential for insurance companies, sales organizations and agents. Yet many companies and most agents have failed to realize social media engagement and success. Until now.

InsuranceSocial.Media is a turnkey suite of insurance-focused content, engagement, referral and analytics tools that work together to simplify and amplify social-based marketing. The result, for both agents and companies, is dramatic growth in leads, sales and referrals.

Developed by a team of insurance marketing professionals and social media experts, InsuranceSocial.Media is supported by an Advisory Board of insurance and financial industry leaders. We have presented at major insurance industry events – including the Global Insurance Symposium, National Association of Insurance Commissioners Insurance Summit, InsurTech Silicon Valley Summit, ABA Bank Insurance Sales Conference and others.

InsuranceSocial.Media simplifies and personalizes social-based marketing, using tools that:

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Meet our executive team

Portrait of David Beall David Beall Chief Executive Officer

Dave is a fourth-generation insurance leader and professional, with more than 25 years of executive experience in marketing, training and administration. He has long been a proponent of social marketing for financial services and works directly with carriers, sales organizations and producers to grow agent/customer engagement and sales. Dave is a graduate of Drake University and received his MBA in Finance from Claremont Graduate University. He currently serves on the Drake University National Alumni Board of Directors

Portrait of Elisabeth Deffner Elisabeth Deffner Chief Operating Officer, Editorial Director

Elisabeth is a nationally recognized journalist and contributor to a variety of regional and national publications – including American Girl, American Profile, Catholic Digest, National Geographic, and The Los Angeles Times. She is co-founder of Bizability Group, a digital media company serving small businesses. And she oversees the InsuranceSocial.Media design and editorial team in the ongoing development of targeted social media content for producers and the companies they serve. Elisabeth is a recipient of the Egan Award for Journalistic Excellence.

Portrait of Mike Condon Mike Condon Chief Marketing Officer

Mike brings more than 35 years of marketing communications and consulting experience, focused on distribution development, sales and retentions. His clients have included Aviva, Principal Financial Group, Transamerica, AIG, Berkshire Hathaway, Farm Bureau Life, Global Atlantic and AmerUs Group, as well as regional agency groups, banks and investment advisory firms. He has served on nonprofit and foundation boards and is a Lead Mentor for the Global Insurance Accelerator in Des Moines.

Portrait of Jim Klingler Jim Klingler Chief Financial Officer

Jim Klingler has over 20 years of experience as a Chief Financial Officer in public and private companies in the medical device, healthcare and technology industries. Previous CFO assignments included North American Scientific, Inc, a publicly-traded medical device company manufacturing products for the treatment of prostate cancer, and Avastra Sleep Centres Ltd, a publicly-traded company operating sleep clinics, both of which were acquired. Jim also has held financial leadership roles at Allergan, Inc and Schering-Plough Corp.

Portrait of Tuan Pham Tuan Pham Chief Information Officer

Tuan Pham has over 25 years of software development experience, including working with David Beall as the lead IBM DB/2 developer on an insurance claims payment system. His expertise spans mainframes, personal computers, and mobile devices.

Portrait of Jason Steelman Jason Steelman Chief Technology Officer

Jason is a full stack engineer who has built content management systems, web and mobile apps, user portals, and e-commerce sites. His work has taken him from coast to coast, and clients have ranged from the Rockettes to the pharmaceutical industry.

Advisory Board

Don Doudna PhD, CPCU, CLU Retired
Toyota Financial Services
Kurt Eaves Vice President
Grinnell Mutual
Hunter Lane Director of Product
Tempus
John Gilbert President
The National Benefits Corp
Greg Blythe Vice President
The IMT Group
Corliss Mejia Regional Manager
Oracle
Richard Beall Principal
Beall Financial and Insurance Services

Our agent subscribers represent companies including: