A.G.I.A., INC.
CARPINTERIA, CA

AGIA clients continually leverage John’s experience, energy, marketing expertise, and commitment to results. His vision is simple: to lead an organization that generates the best direct marketing results in this business, and to support it with full-service, customer-focused administration. With John's guidance and direction, AGIA is reaching client goals with investments in the latest in systems technology and the best people available. Chris joined AGIA in 2016 and serves as President and CEO. Chris is responsible for connecting the dots of strategy and execution to accomplish the company's mission of providing value to affinity group members and growing client revenue. He holds a MBA (magna cum laude) from the University of Notre Dame and a B.S. in Management from the University of Indianapolis. Chris is an inductee into Beta Gamma Sigma's National Honor Society for Business and a Fellow of the Life Office Management Association (LOMA). He serves on the Board of Directors for the Professional Insurance Marketing Association (PIMA) and has twice received its President’s Distinguished Award. Dave joined AGIA in 1994 and serves as Executive Vice President. He is responsible for expanding the business served by AGIA and for coordinating all aspects of delivery to ensure client satisfaction and growth. Dave’s insurance experience includes managing the sales and marketing, underwriting and financial analysis, compliance, claims, and premium accounting for a major insurance company. He has extensive experience in all aspects of insurance including: reinsurance, alternative funding mechanisms, mergers and acquisitions, product development, and alternative distribution strategies. Additionally, he has provided his leadership skills to various domestic and international non-profit agencies such as World Servants and Solid Rock International as a Board Member and volunteer. Julie joined AGIA in 1987 and serves as Senior Vice President and Chief Operating Officer. She manages all aspects of customer facing and corporate operations, new business onboarding, information systems and human resources. She has extensive financial and process experience including public sector accounting and auditing, as well as nonprofit accounting and consulting in business management and accounting system analysis. Julie serves on the Boards of the following organizations: Board President for Domestic Violence Solutions of Santa Barbara County; Director UCSB Alumni Association; and Business Giving Roundtable Advisory Committee. Previously, Julie has served on: Women’s Fund of Santa Barbara Membership and Steering Committees, Friends of VADA Santa Barbara High School; Santa Barbara Middle School; and Santa Barbara County Parks Foundation. Susan joined AGIA in 1997 and serves as Vice President of Marketing. She leads the creation and development of successful marketing plans and oversees the database marketing and creative services and production departments. Susan has extensive experience with affinity organizations - associations, financial institutions, and union groups. Susan is a volunteer at Santa Barbara Patient Care Provider and past member of the Board of Directors for the Hospice of Santa Barbara Auxiliary Board. Carl joined AGIA in 2008 and serves as Senior Vice President of Account Management. His team is responsible for the overall partnerships AGIA has with its clients, carriers, and service providers. He started his career over 25 years ago, as an actuary in a large insurance company, and broker/third party administrators. A new client was experiencing declining marketing results because the membership had been over marketed with a small number of products. See how our segmentation and customer upgrade strategies led to a 33% increase in program premiums after one year. Historically successful marketing programs for a long term AGIA client had produced consistent program growth but were beginning to stagnate. See how a new strategy to cross sell additional products to existing customers increased response rates 100%. A new client was experiencing declining marketing results because the membership had been over marketed with a small number of products. See how our segmentation and customer upgrade strategies led to a 33% increase in program premiums after one year. Historically successful marketing programs for a long term AGIA client had produced consistent program growth but were beginning to stagnate. See how a new strategy to cross sell additional products to existing customers increased response rates 100%. Confirmation Thank you for your interest in Worldwide Rescue & Security and Emergency Assistance Plus. We look forward to speaking with you to learn more about how we can add value to your organization and provide peace of mind to your members when they travel domestically and abroad. We will be in contact with you shortly.