Transforming Keystone
Progress is picking up pace.
Below recaps what we’ve achieved and lays out the priorities that will guide us through our organization's next phase.
Agency Management System (AMS)
Key Accomplishments
We've completed IT discovery to understand Platform Partner technology stacks and tools, issued an extensive Request for Proposal (RFP), and reviewed AMS provider capabilities.
What's Next
Vendor selection and Platform insurance technology software inventoried (Q4 2025).
Why It Matters to our Carrier Partners
Consolidating all Platform Agencies onto a single AMS allows for a unified, accurate, and timely data environment. This allows for more consistent underwriting data, a stronger ability to analyze performance and growth opportunities, and less friction around quoting, renewals, and program design.
Why It Matters to the Platforms
Reduces costs, improves data accuracy, positions Keystone for greater integration and expansion.
Why It Matters to our Carrier Partners
Proactively managing third-party tech integrations - rating, quoting, CRMs, policy servicing tools - creates consistency in how carriers interact with our Platform partners. This provides more connectivity, API efficiency, and data security.
Why It Matters to the Platform
Managing third-party integrations ensures all systems work smoothly together, so our teams can rely on tools that are stable, secure, and connected.
Third-Party Integration Management
Key Accomplishments
We've completed IT discovery to understand Platform Partner technology stacks and tools, issued an extensive Request for Proposal (RFP), and reviewed provider capabilities.
What's Next
Vendor selection and Platform insurance technology software inventoried (Q4 2025).
Small Commercial Center of Excellence (COE)
What's Next
As we collaborate with our Platform agencies on their business process reviews (BPR), and transformation-focused discussions, we will be gauging interest level of employees to participate in our small commercial COE.
Why It Matters to our Carrier Partners
Centralizing best practices, underwriting expertise, and service support for high-volume, lower-premium business creates higher submission quality, improved placement efficiency, and disciplined risk selection. It also provides the option for some producers to focus upstream on middle-market accounts.
Why It Matters to the Platform
We will bring together diverse voices from across Platform agencies to surface challenges, share insights, and co-create more effective ways of working within their business and across the network.
Executive Leadership Team
Patrick Kinney
Chief Executive Officer
40+ years insurance industry leadership experience
Strategy development advisory and support
Tony Rossi
Chief Financial Officer
15+ years financial leadership experience
Financial reporting and forecasting advisory and support
Dan Girardi
Chief Acquisitions Officer
15+ years leading acquisition growth teams
Inorganic growth strategy, M&A valuations and due diligence advisory and support
Brian Hermes
Chief Legal Officer
25+ years transactional attorney experience
Legal and risk management advisory and support
Thomas Delark
Executive Vice President | P&C
25+ years insurance industry experience
Carrier strategy and relationship management
John Williams
Chief Information Officer
25+ years insurance industry experience
Technology strategy, digital transformation and operations
Field Management Team
Thomas Delark
Executive Vice President | P&C
Neal Williams
Regional President
Michele Bicknell
Regional President
Rich Schumacher
VP Carrier Relations
Wil Belden
VP Carrier Strategy
