Building the preeminent independent insurance brokerage by combining the warmth and knowledge of a human advisor with the most advanced technology.

Insurance

Evertree Insurance

The Frankfort office specializes in insurance solutions, focusing on account management and benefits administration.

Frankfort

Evertree Insurance's headquarters in New York, NY, United States

Alexander Tuff

Daniel Romero

Jeremy McCallum

Gary Gnade

Morgan Pecora

Britton Steele

Kostel Lala

Bret Driscoll

Drew Monroe

Tammy Pember

Blaine Schimoler

The Insurance Agents and Producers team at Evertree Insurance is dedicated to providing tailored insurance solutions to clients, combining expert human advice with cutting-edge technology. They focus on understanding clients' unique needs, while offering a diverse range of personal and commercial insurance products, ensuring comprehensive coverage and exceptional service throughout the client relationship.

Insurance Agents and Producers

The Sales and Marketing team at Evertree Insurance drives growth by connecting potential clients with tailored insurance solutions. They leverage innovative marketing strategies and analytics to enhance brand visibility while optimizing sales processes to support the sales team. Through collaboration, the team ensures a seamless customer experience, combining technology with personalized service to build lasting relationships and grow the client base.

Sales and Marketing

The Operations and Administration team at Evertree Insurance ensures streamlined processes and efficient day-to-day functions, supporting the brokerage's commitment to exceptional service. They handle everything from administrative tasks and compliance oversight to managing group benefits and accounting functions, all while leveraging technology to enhance operational effectiveness. This team plays a crucial role in maintaining organizational efficiency and supporting the overarching mission of integrating human expertise with advanced technology.

Operations and Administration

The Leadership Team at Evertree Insurance drives the company’s strategic vision and operational excellence. Comprising experienced leaders including the Founder & CEO and VPs, the team fosters innovation by integrating advanced technology with personalized service, ensuring Evertree remains a top independent brokerage in the insurance sector.

Leadership Team

The Product Development team at Evertree Insurance focuses on creating and enhancing innovative insurance products that meet market demands. By leveraging insights from the Director of Project Management and the Director of Mergers and Acquisitions, the team ensures strategic alignment and seamless integration of new offerings, while the Product Lead drives the vision and execution of product initiatives, striving to blend personalized service with cutting-edge technology.

Evertree Insurance

Org chart

Teams

Insurance Agents and Producers

Sales and Marketing

Operations and Administration

Leadership Team

Product Development

Offices

Evertree Insurance

Org chart

Teams

Insurance Agents and Producers

Sales and Marketing

Operations and Administration

Leadership Team

Product Development

Offices

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