Chase Allen
Senior Vice President, Affinity Partnerships at Quility Insurance- Claim this Profile
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Bio
Mike Axelrod, CFP®
Chase was instrumental in partnering Highland Capital Brokerage with Stifel Nicolaus nationwide. He understands the insurance brokerage and the financial brokerage worlds and how they work together. Chase is terrific to work with and I highly recommend him.
Mike Axelrod, CFP®
Chase was instrumental in partnering Highland Capital Brokerage with Stifel Nicolaus nationwide. He understands the insurance brokerage and the financial brokerage worlds and how they work together. Chase is terrific to work with and I highly recommend him.
Mike Axelrod, CFP®
Chase was instrumental in partnering Highland Capital Brokerage with Stifel Nicolaus nationwide. He understands the insurance brokerage and the financial brokerage worlds and how they work together. Chase is terrific to work with and I highly recommend him.
Mike Axelrod, CFP®
Chase was instrumental in partnering Highland Capital Brokerage with Stifel Nicolaus nationwide. He understands the insurance brokerage and the financial brokerage worlds and how they work together. Chase is terrific to work with and I highly recommend him.
Credentials
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CLU, ChFC
The American College of Financial Services
Experience
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Quility Insurance
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Insurance
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100 - 200 Employee
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Senior Vice President, Affinity Partnerships
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Mar 2022 - Present
Leading a very talented and bright team of industry veterans, I am responsible for building out an entirely new channel for Quility. This channel focuses on finding and growing Affinity Partnerships such as Property & Casualty firms, Banks, Credit Unions, Membership Organizations, IBDs/RIAs, and FinTech partners. Quility brings an industry innovation with Quility Level Term, a high-comp, instant issue (non-medical underwriting) product that can be agent/advisor driven or… Show more Leading a very talented and bright team of industry veterans, I am responsible for building out an entirely new channel for Quility. This channel focuses on finding and growing Affinity Partnerships such as Property & Casualty firms, Banks, Credit Unions, Membership Organizations, IBDs/RIAs, and FinTech partners. Quility brings an industry innovation with Quility Level Term, a high-comp, instant issue (non-medical underwriting) product that can be agent/advisor driven or direct-to-consumer via a Quility supplied widget for partner websites that allows clients to go from quote to a bound policy within minutes. For clients who aren't sure what product they need or for more sophisticated planning needs, our sales team is ready to work with you virtually to help drive insurance sales for your organization. Let me know how we can partner with you today or contact me to schedule a demo of our QLT direct-to-consumer platform. Show less Leading a very talented and bright team of industry veterans, I am responsible for building out an entirely new channel for Quility. This channel focuses on finding and growing Affinity Partnerships such as Property & Casualty firms, Banks, Credit Unions, Membership Organizations, IBDs/RIAs, and FinTech partners. Quility brings an industry innovation with Quility Level Term, a high-comp, instant issue (non-medical underwriting) product that can be agent/advisor driven or… Show more Leading a very talented and bright team of industry veterans, I am responsible for building out an entirely new channel for Quility. This channel focuses on finding and growing Affinity Partnerships such as Property & Casualty firms, Banks, Credit Unions, Membership Organizations, IBDs/RIAs, and FinTech partners. Quility brings an industry innovation with Quility Level Term, a high-comp, instant issue (non-medical underwriting) product that can be agent/advisor driven or direct-to-consumer via a Quility supplied widget for partner websites that allows clients to go from quote to a bound policy within minutes. For clients who aren't sure what product they need or for more sophisticated planning needs, our sales team is ready to work with you virtually to help drive insurance sales for your organization. Let me know how we can partner with you today or contact me to schedule a demo of our QLT direct-to-consumer platform. Show less
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Highland Capital Brokerage
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United States
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Insurance
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200 - 300 Employee
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Vice President, Institutional Distribution
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Jun 2015 - Mar 2022
I was responsible for the Institutional Distribution channel at Highland, a team that is charged with being the B2B relationship managers and business drivers for our national bank and wirehouse customers. I managed the process from the initial pitch of an account all the way through setup, rollout, and maintenance and revenue development. Concurrently we provided all related resources such as marketing, online services, announcements, operational support, and other tasks for our Sales… Show more I was responsible for the Institutional Distribution channel at Highland, a team that is charged with being the B2B relationship managers and business drivers for our national bank and wirehouse customers. I managed the process from the initial pitch of an account all the way through setup, rollout, and maintenance and revenue development. Concurrently we provided all related resources such as marketing, online services, announcements, operational support, and other tasks for our Sales, Operations, and New Business personnel around the country. Show less I was responsible for the Institutional Distribution channel at Highland, a team that is charged with being the B2B relationship managers and business drivers for our national bank and wirehouse customers. I managed the process from the initial pitch of an account all the way through setup, rollout, and maintenance and revenue development. Concurrently we provided all related resources such as marketing, online services, announcements, operational support, and other tasks for our Sales… Show more I was responsible for the Institutional Distribution channel at Highland, a team that is charged with being the B2B relationship managers and business drivers for our national bank and wirehouse customers. I managed the process from the initial pitch of an account all the way through setup, rollout, and maintenance and revenue development. Concurrently we provided all related resources such as marketing, online services, announcements, operational support, and other tasks for our Sales, Operations, and New Business personnel around the country. Show less
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BB&T
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United States
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Financial Services
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700 & Above Employee
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Business Development Specialist
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Nov 2013 - Jun 2015
As part of the Wealth Advisor and Private Advisor teams for BB&T, I'm tasked with working closely with the bank advisors and their book of HNW clients to find solutions that help the client live on or leave on their assets in the most efficient way possible while reducing estate and income tax exposure. As part of the Wealth Advisor and Private Advisor teams for BB&T, I'm tasked with working closely with the bank advisors and their book of HNW clients to find solutions that help the client live on or leave on their assets in the most efficient way possible while reducing estate and income tax exposure.
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Highland Capital Brokerage
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United States
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Insurance
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200 - 300 Employee
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Sales Vice President
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Jul 2010 - Nov 2013
As Sales Vice President, I'm responsible for working with Financial Advisors throughout Alabama, Mississippi, Louisiana, and the panhandle of Florida. Primarily, the SVP position for Highland throughout the country is charged with providing unique and customized insurance brokerage solutions for high-net-worth clients of banks, wirehouses, and indendent advisors - focusing on tax advantaged concepts that maximize wealth and estate transfer, as well as enhanced retirement benefits.
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Director, National Accounts
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Feb 2005 - Sep 2010
I am currently in the Institutional Distribution channel for HCB. Our team is charged with being the corporate to corporate relationship managers for our national bank and wirehouse customers. We manage the process from the initial pitch of an account all the way through setup, rollout, and maintenance. Concurrently, we are charged with providing all related resources such as marketing, online services, announcements, operational support, and other tasks for our Sales, Operations, and New… Show more I am currently in the Institutional Distribution channel for HCB. Our team is charged with being the corporate to corporate relationship managers for our national bank and wirehouse customers. We manage the process from the initial pitch of an account all the way through setup, rollout, and maintenance. Concurrently, we are charged with providing all related resources such as marketing, online services, announcements, operational support, and other tasks for our Sales, Operations, and New Business personnel around the country.
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Protective Life
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United States
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Insurance
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700 & Above Employee
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Business Systems Analyst
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May 2003 - Dec 2004
As a Business Systems Analyst for Protective Life, I worked with the Product Implementation Team to develop Protective's proprietary life insurance illustration system called ELI. Our team would cycle the entire product development life cycle in order to deliver the product on a timely, quality basis. Also, we were charged with programming the mainframe system for new products or amendements. As a Business Systems Analyst for Protective Life, I worked with the Product Implementation Team to develop Protective's proprietary life insurance illustration system called ELI. Our team would cycle the entire product development life cycle in order to deliver the product on a timely, quality basis. Also, we were charged with programming the mainframe system for new products or amendements.
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Education
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2007 - 2008
The American College of Financial Services
ChFC, CLU -
1999 - 2003
The University of Alabama
MIS, Business
Community
