KC
Katie Cumalat
Executive Vice President at Pinney Insurance Center,
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Work Experience
Oct 2015 - Present · 9 years and 2 months
Executive Vice President
Sep 2024 - Present · 3 months
Vice President Sales
Oct 2015 - Present · 9 years and 2 months
Director Of Sales And Operations
Dec 2012 - Oct 2015 · 2 years and 10 months
Company Details
51-200 Employees
Pinney Insurance, the original digital BGA, is the premier provider of insurance and financial products for busy financial professionals. As a full-service BGA, we pair time-saving digital technology with industry best practices to help you streamline your workflow and sales funnel. From tools to tech to training, we help agents and agencies increase their product offerings and reduce time spent on paperwork. Evolve your practice using proven techniques, turn-key solutions, and automated processes to succeed. Dominate your market by targeting, tracking, converting, retaining, and replicating your best clients. Our tools & tech help you identify niche markets, nurture new leads, and turn one-time buyers into your brand advocates.
Year Founded
1972
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
2266 Lava Ridge Court Roseville, CA 95661, US
Keywords
Estate PlanningWealth TransferAnnuitiesPremium FinancingBusiness Succession PlanningCustom Sales ToolsImpaired Risk UnderwritingPoint of Sale SupportTechnology / Web Based ServicesDigital BGA Services
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