February 18, 2021

Panelists

Dustin Yoder

Dustin Yoder

(Speaker)

Founder & CEO, Sureify

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Dustin Yoder

Dustin Yoder

Founder & CEO, Sureify

Dustin Yoder is an insurtech entrepreneur dedicated to creating the next generation of insurance sales, service, and policyholder engagement. The son of a top Silicon Valley insurance broker, Dustin found his passion during his high school days working at the family brokerage and quality testing early benefits software. That experience brought him into the insurtech arena in 2012, making him an early leader in the space.

As a young business visionary, Dustin built, and eventually sold, Vendus Product Labs, an enterprise product development company that served clients such as Genentech, Stanford University, and Honda.

Following that success, he formed Sureify with a goal of revitalizing life insurance for the end consumer. This endeavor took him through twists, turns, and the occasional fall, but it ultimately landed him in a position of influence in the insurance space, enabling leading insurers digitally from the inside out.

Dustin’s passion for bettering the life insurance industry has not waned. He continues using his entrepreneurial spirit, product mindset, and insurance enterprise experience to meaningfully impact the industry his father started in 40 years ago.

Dustin holds a BS in finance from Cal Poly, San Luis Obispo. He lives with his wife and daughter in San Jose, CA.

Betty Schick

Betty Schick

(Speaker)

Senior Vice President and Chief Experience Officer, AAA Life

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Betty Schick

Betty Schick

Senior Vice President and Chief Experience Officer, AAA Life

Betty joined AAA Life Insurance Company as Chief Marketing Officer in November, 2013. She brought leadership experience from the financial services industry as well as and AAA club familiarity. Betty led the marketing as Sr. Vice President & Chief Marketing Officer at The Auto Club Group from 2004 – 2013. Her responsibilities crossed Membership, Travel, Property & Casualty Insurance and Banking. Prior to joining AAA, Betty held a variety of leadership positions during her 14 year tenure at Discover Financial Services.

Betty is responsible for AAA Life’s direct sales and lead generation initiatives including direct mail and digital marketing. She guides the sales and service functionality of AAALife.com and supports our field agencies with a telephone support center, field training and communications experts. She directs the Company’s product development efforts across all channels in order to bring valuable benefits to AAA Members. Betty also serves as our liaison with AAA club marketing and sales leaders to promote the value and benefits of AAA Life Insurance and ensure coordination of marketing efforts.

Betty is a graduate from the University of Illinois with a Bachelor of Science degree in Marketing.

Jim Kerley

Jim Kerley

(Moderator)

Managing Partner, Clearview Partners

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Jim Kerley

Jim Kerley

Managing Partner, Clearview Partners

Jim Kerley’s background includes more than 40 years of professional experience in the financial services industry, including nearly 25 years with New England Financial (now part of MetLfe). He was also a founding partner of Trinity Communications before establishing Clearview Partners.

Jim formed Clearview Partners with the goals of connecting insurance executives and ideas
in transformative ways, providing strategic insights in a rapidly changing environment, and
consulting, coaching and collaborating with insurers interested in taking the necessary next
steps into modernization.

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