Company Bios

Brent Walters CEO

22 years of captive agency ownership

  • Communicate strategy, mission, and vision
  • Determine resources needed to drive performance
  • Provide direction for accurate organizational functions and design

Candice Walters CCO

14 years within both captive and IA companies, 8 years independent agency ownership

  • Oversees and manages any and all compliance issues
  • Ensure organization is in compliance with laws and regulatory requirements
  • Implement standards to ensure employees are in adherence with internal procedures and policies
  • Responsible for Identifying, preventing, detecting, and correcting noncompliance with applicable laws and regulations

Clint Walters COO

Oversees NavSav operations, with 20+ years experience in Financial Services sector

  • Manages and directs enterprise operations to include people, process and technology
  • Execution of strategy, mission, and vision
  • Drives organizational direction, function, and design

Angie Hebert CMO + Agency Partnerships

19 + years Marketing/ PR professional with focuses in strategic planning, brand management, design, and media buying

  • Oversees National brand, vision, and strategy
  • Agent / Agency partnerships
  • Leading development for retail strategies for entire product portfolio

Jimmy-Ray CIO

20+ years of experience maintaining daily IT operations, overseeing network infrastructure, and implementing processes to ensure secure systems

  • Oversees information technology initiatives, strategy, and implementation enterprise wide
  • Manages installation, upgrades, and troubleshoots all aspects of network operation
  • Responsible for vendor relationships of necessary equipment and software for daily IT operations

Gary Sanders SVP Commercial

11 years in insurance, 8 years in business education. Started career at Brown & Brown

  • Oversees day-to-day commercial lines operations nd Territory Sales Leader
  • Proven background in middle market & large market commercial sales and producer development. Self-produced over $12M in commercial lines premium over his career
  • Keystone Thoroughbred Award Winner in 2017, 2019, & 2020 for Top Tennessee Agent

Tom Caunitz SVP Personal Lines

30+ years of operational management, driving top line results, and expertise in the development of sales teams and driving proven results

  • Oversees our National sales efforts in development of personal line sales
  • Coaching our current leaders, producers and creating new and effective sales processes
  • Leading recruitment initiatives and boost our collective sales culture enterprise wide

Crystal Erlitz VP + Controller

Over 15 years of insurance agency accounting and operations experience

  • Responsible for the accounting operations
  • Functions such as financial reporting, agency bill, commissions, vendor management and talent development
  • Over 15 years of insurance agency accounting and operations experience

Ragen Murray VP of Talent/HR

10+ years with a captive insurance agency, working customer service, sales, and leadership

  • Recruiting talent for all necessary roles within agency
  • Executive and entry levels recruitment
  • Agency ownership recruitment

Derrick Williams Territory Sales Leader

Overall 26 years in insurance with 5 years of meeting and event planning. 11 as a corporate trainer and agency consultant with a captive insurance company

  • Planning and implementation of strategic initiatives
  • Performance of client retention
  • Onboarding of new-hire producers + service representatives

Kaylee Davis Territory Sales Leader

Overall 9 years in insurance, 7 spent as a corporate trainer and agency consultant with a captive insurance company. 8 years total in sales strategy

  • Cultivation of new agency partnerships
  • Execution of agency onboarding and establishment processes
  • Support of independent business owners and staff through training and development

Kaylee Gates Carrier Management + Licensing

5 years of experience in financial services, specifically insurance, with emphasis on vendor relationships

  • Oversees licensing compliance with legal entities and carrier contracts for NavSav
  • Pursues new carrier contracts for NavSav to share with agency partners
  • Leads ownership transition post acquisition with carriers and legal entities