September 2013 Agency Spotlight – InSource

The name of this month’s Frontline Insurance Spotlight Agency may be new, but the company’s history dates back to 1922. InSource, Inc., with offices in Miami and Davie, FL, was formed in 1997 when three of south Florida’s oldest and most successful independent insurance agencies merged: Thomas & Cook Insurance, Inc., established in 1922; Worley, Humphrey and Ball, Inc., established in 1935 and Pennekamp & Soto Insurance Agency, established in 1959.

With its roots in Broward and Miami-Dade counties, InSource’s primary focus is serving the insurance needs of Florida residents, however, they are licensed in all 50 states and enjoy serving clients around the country, the Caribbean and even around the world.

InSource has a long tradition of leadership in the insurance industry. Six of the firm’s principals and one of its associates have served as president of the Independent Insurance Agents of Miami-Dade County, three have served as Chairman of the Florida Association of Insurance Agents (FAIA), and many have been active on a national level. In 2006, CEO Alex Soto was installed as president of the Washington, D.C.-based Independent Insurance Agents and Brokers of America (IIABA), the nation’s oldest and largest national association of independent insurance agents and brokers.

Nearly 60 licensed insurance and risk management professionals make up the InSource team, with ten of them dedicated to serving the needs of their homeowners and personal insurance clients. Individuals and families with high net worth, and significant assets to protect, have the added benefit of being served by the company’s InSource Elite Client Group TM.

InSource partnered with Frontline in 2002 and offers their clients our homeowners, condo and flood insurance products. “From its inception, Frontline Insurance Company has positioned itself as an “agent-centric” company. The views of their agents have always been taken into consideration – from the creation of the Agency Contract to their underwriting criteria and to policies and procedures. This partnership attitude is important to our agency and should be to other independent agents,” said Alex Soto, CEO.

“Because of our history, reputation, standing within the community, and our shared vision of quality insurance products and unparalleled customer service, the relationship was a sure fit from the beginning. We believe Frontline’s partner-relationship with their agents, their ability to understand the agency side by way of council meetings, and their underwriting team’s commitment towards agency satisfaction makes Frontline a unique partner,” said Pamela Schafer, Personal Insurance Department Manager.

Providing clients with that unparalleled service is part of what makes InSource unique. Many of the agency’s team members have been long term employees like Gail Malone, a claims manager who has been with the company for 36 years. “I enjoy what I do, I like the people I work with and I’m proud to work for a firm that puts the client first.”

Another “veteran” employee, former Frontline CSR Council Member, and Elite Client Group Account Manager, Kathy Dobert echos Gail’s comments, “I love working at InSource. I particularly enjoy the family environment we have here and the opportunities to advance that I’ve been given throughout my 22 years with the firm.”

InSource also has a strong commitment to the community and has an in-house charity committee, led by Nancy Fountain and her team, who are constantly raising funds for local charities and recruiting other team members to participate in fund raising events. In the past, InSource team members helped Habitat for Humanity build a house, participated in many Walk for the Cure events, delivered toys to ill children in the hospital for Three Kings Day and more. Funds are raised daily by selling healthy snacks in the lunchroom and charging for “Casual Day.”

In addition to their fundraising efforts, InSource supports several organizations by serving on their
Boards of Directors including, Miami Children’s Hospital where CEO Alex Soto serves as a Director;
Habitat for Humanity where Chairman J. Hayes Worley, Jr. serves as First Vice Chair and The Junior Diabetes Research Foundation (JDRF) where InSource President Bill Parker serves as a board member.
Recently, Bill spearheaded the JDRF Walk as the “Walk Chair” and InSource was recognized as one of
the top fundraisers for the event and awarded the Golden Sneaker award.

We’re proud to have InSource and their team members as part of the Frontline family of independent agents and look forward to working with them for years to come.

Fast Facts:

InSource, Inc.

Corporate Office:
9500 South Dadeland Blvd., Suite 400
Miami, Florida 33156-2866

Broward Office:
5700 Griffin Road, Suite 150
Davie, Florida 33314-4538

Phone: 800 273-4433

Owners:

  • J. Hayes Worley, Jr., Chairman
  • Alex Soto, CEO
  • Bill Parker, President
  • Davor Mimica, Vice Chairman
  • Charles C. Ball, Secretary-Treasurer | COO | CFO
  • Phillip C. Lyons, Senior Vice President
  • William F. Kleis, Senior Vice President
  • Charles H. Vodicka, Senior Vice President

Website: http://www.insource-inc.com/

Members of the InSource personal lines department include, (L to R) Bottom Row: Aida Rodriguez and Gysell Villa, Top Row:  Lisa Feanny, Martha Abello, Lourdes Derringer, Kathy Dobert, Pamela Schafer, Juliette Molina, Monica Avila, Maria Cruz

Members of the InSource personal lines department include, (L to R) Bottom Row: Aida Rodriguez and Gysell Villa, Top Row: Lisa Feanny, Martha Abello, Lourdes Derringer, Kathy Dobert, Pamela Schafer, Juliette Molina, Monica Avila, Maria Cruz

Please remember that the comments contained in this blog are general in nature and that coverage under any specific policy of insurance will depend upon the terms and conditions of such policy.