PARTNERS IN TRANSFORMATION

Why Clearview Partners?

Clearview Partners offers perspective, insight, and alternatives for an insurance industry facing external disruptors facilitating the need for transformation and modernization.

Transformation requires multi-disciplinary approach - strategy, operations, customer, product, distribution, people, process , and expertise... Clearview partners brings all of these capabilities under one umbrella!

Each partner has deep experience in their particular discipline, and/or is a thought leader in this space

  • We bring both capabilities (help solve your biggest challenges), and ideation (thought leaders who can stimulate thinking about the future)

  • We bring them all together to provide an unparalleled level of collaboration and value

 
 

Meet the Partners

Pioneering

Disruptors

Keita Demming

Head of Development and Innovation

The Covenant Group


Rahim Rajpar

Independent Marketing Consultant


Greg Bailey

CEO and FounderDenim Labs







 

Bold

Innovators

Paul Kessler

Managing Director of Altus Group


Bob Sullivan

President and CEO

Pinpoint Global Communications


Josh Hollander

President and CEO

Horton International North America


James Galli

Independent Consultant


Debra Jasper

Founder and CEOMindset Digital

Nirva Dagli

Founder and CEOSpinnaker Analytics

 

Wendy P. Weston

Communications and Project Leader 

 

Industry

Experts

Jim Kerley

Managing Partner

Clearview Partners


Norm Trainor

President and CEO

The Covenant Group


Russ Bostick

Managing Partner

MVP Advisory Group


Mark Hug

Senior Advisor

Global Diversity Marketing


Robert Kerzner 

Principal and Owner

Robert Kerzner LLC

Robert Popazzi 

Independent Consultant

Life Insurance Distribution Strategy

Business Partners

Simple-SailboatDK.png

Spinnaker Analytics

download.png
Pinpoint_SPECIAL_RGB_w100-2.png
download.jpg
plug-and-play-logo.80e0b79fc55d.png
AltusLogojpg1.jpg
Horton_LogoCl_text-pod-logem-green_orez_
Carpenter Group Logo.png
79f944_1049b12c1f7842faac8f12b88f8be5bf.
DenimLogo_Signature2.png
TCGLogo_Horizontal_FullColour.png
footer-logo.png
 

James Kerley

Trusted - Proven - Connected

James Kerley

Managing Partner

Jim Kerley is the former chief membership officer for LIMRA and LOMA, responsible for member relationship management for the 450 U.S. and Canadian members. He is also a member of the LL Global executive team that leads LIMRA and LOMA. Kerley brings more than 40 years of professional experience serving the financial services industry as manager, leader, consultant and advisor. He spent nearly 25 years with New England Financial, now part of MetLife, in senior marketing, professional development and sales management roles. He implemented New England’s first life insurance marketing relationships within the banking sector.

Over the years, Kerley has consulted with and trained thousands of sales managers and professional insurance advisors in areas of sales training, business development, client needs analysis, market segmentation, sales communications, lead generation and local market awareness building. 

 

Paul R. Kessler

Managing Director of Altus Group

Paul R. Kessler

Paul Kessler is Founder and Managing Director of Altus Group LLC, a consulting firm specializing in increasing individual, team and organizational performance. He helps organizations maximize leadership and team performance under conditions of adversity and rapid change brought on by disruptive business environments. He has expertise in organizational transformation, leadership development, executive coaching, team effectiveness, and change management.

He is a co-author of Leading at the Edge: Leadership Lessons from the Extraordinary Saga of Shackleton’s Antarctic Expedition, which summarizes 25 years of research on individuals and teams performing at “The Edge” – the highest possible levels of performance. He has co-authored various articles including Leadership Lessons from the Race to the South Pole, and Using the Power of Resonant Metaphor to Increase Leadership Effectiveness. He is a featured speaker at conferences around the world and resides in Connecticut, USA.

 

Gregory Bailey

CEO and Founder Denim®

Gregory Bailey is an entrepreneur, angel investor, and former corporate executive with more than 25 years of experience working at some of America’s biggest and best-known insurance companies. In 2015, he left the corporate world of business attire to build Denim – a technology company that’s making marketing personal, at scale for insurance and financial services firms. Gregory has delivered keynotes and workshop style presentations internationally and frequently speaks on digital transformation, customer engagement, innovation, marketing, and technology topics. He has been named one of the 20 Most Creative People in Insurance by the National Underwriter and one of 15 People to Watch in Insurance Technology by Insurance Networking News. Gregory is the creator and host of the popular podcast called Denim Rivet, found on Apple Podcasts, Google Play Music, Spotify and Stitcher.

Gregory Bailey

 

Debra Jasper, Ph.D

Mindset Digital Founder/CEO

Debra Jasper, Ph.D

Mobile, custom, fast and easy. That’s what it takes to meet the demands of today’s digital consumer. That’s why Mindset Digital Founder and CEO Debra Jasper helps Fortune 100 leaders around the world compete in an age of AI, charming chatbots, emotion analytics and more.

Named one of the top 12 female entrepreneurs in North American by Ernst & Young, Debra has given keynote talks in more than a dozen countries, from national sales conferences for major insurers and banks to top conferences, including LIMRA's Annual, Distribution and Marketing Conferences, the Australian Retail Global Internet Conference, GAMA International's LAMP and PubCon. Today, tens of thousands of professionals are enrolled in her firm's high-impact, scalable online programs in social selling and recruiting, writing in a mobile world and cybersecurity.

Before launching Mindset, Debra was an award-winning investigative journalist who launched at Ohio State the first social media fellowship for journalists in the world—working with CNN, 60 Minutes, The Washington Post and other top newsrooms. She has a Ph.D. in Educational Policy and Leadership from Ohio State—and wrote her dissertation on the art of powerful micro storytelling

 

Bob Sullivan

CEO Pinpoint Global

Bob Sullivan

Appointed CEO in January 2002, Bob brings to Pinpoint Global an extensive entrepreneurial background with more than 37 years of experience in sales, marketing and general management, including serving as president and CEO of Integrated Computing Engines (ICE), a top global provider of broadcast and post production video and film special effects. Previously, Bob was vice president of marketing and business development for digital media pioneer Avid Technology and before Avid, Sullivan was vice president of marketing at Cadence Design Systems. 

 
 

Are you experiencing disruption?

Similar to the ones we point out, or different?  Let's have a discussion. Pick our brains for free!

Wendy P. Weston

Communications and Project Leader

Wendy P. Weston 

Wendy has more than 20 years of experience in financial services -- in key roles spanning communications, project management, marketing, product ownership, relationship management, and publishing. A widely respected professional, she is passionate about leveraging her wide skillset to serve industry clients and is relied upon as a go-to resource for successful project execution. For 19 years, she held positions of increasing responsibility with LIMRA, most recently leading its executive development curriculum. Prior to that, she was Editor-in-Chief of the award-winning flagship publication LIMRA MarketFacts and oversaw LIMRA's editorial function and style. Over her career, Wendy has written hundreds of feature articles, columns, newsletters, marketing messages, reports, and other key deliverables.