levelfirst News

Texas Wholesale Insurance Broker LevelFirst Promotes Innocent to VP

LevelFirst, the Dallas-based wholesale broker and MGA binding facility owned by IIAT Services Co., has promoted Kate Innocent to vice president. The promotion coincides with Innocent receiving a life/health insurance license. Innocent joined LevelFirst in 2014 as associate underwriter and …

Travis Named VP at Texas Wholesale Broker LevelFirst

LevelFirst, the Dallas-based wholesale broker and MGA binding facility owned by IIAT Services Co., has appointed Mary Travis as vice president. Travis is based in Houston. She will service new and existing clients in the surrounding region. Travis comes to …

Deal Named Business Development Manager at LevelFirst in Dallas

LevelFirst, the wholesale broker and MGA binding facility owned by IIAT Services Co., has appointed Richard Deal as business development manager. Deal is tasked with maximizing the potential of existing relationships as well as growing revenue from new business and …

Revett Named AVP at Texas-Based LevelFirst

LevelFirst, the wholesale broker and MGA binding facility owned by IIAT Services Co., has appointed Bryan Revett as assistant vice president. Revett will assume the responsibility of brokering new business opportunities within the wholesale brokerage and MGA business units. Most …

Miller Named Communications, Marketing Manager at LevelFirst

Dallas-based wholesale broker and MGA, LevelFirst, has appointed Eric Miller as communications and marketing manager. Tasked with overseeing the relaunch of the website and redesign of sales materials, Miller joined LevelFirst in January on a contract basis. This month, Miller …

Sanchez Appointed Vice President at Texas-Based LevelFirst

LevelFirst, the wholesale broker and MGA binding facility owned by IIAT Services Co., has named Kelley Sanchez as vice president. Sanchez will underwrite new business opportunities with the Transportation Division. She has more than 10 years’ experience in the industry. …

Fomby Named VP at Texas-Based LevelFirst

LevelFirst, a wholesale insurance broker and MGA binding facility owned by IIAT Services Co., has appointed Rhonda Fomby as vice president. Fomby will assume the responsibility of underwriting new business opportunities with the MGA Binding Authority Division. In addition, she …

LevelFirst Names Moeser as EVP; Adds Sherman as Services Manager

Dallas-based wholesale insurance broker and managing general agent, LevelFirst, announced that April Moeser has been named executive vice president. With more than 25 years of experience in commercial insurance sales, marketing, underwriting and claims, Moeser is charged with the primary …

Texas Insurance Wholesalers Wary of Retail Agent Association MGA

In mid-November 2014, Texas’ largest association of independent retail insurance agents took the unprecedented step of acquiring a managing general agency as a way of providing its members greater access to non-admitted commercial insurance markets. In announcing the acquisition, the …

LevelFirst Adds Taylor as Senior Underwriter/Broker in Dallas

LevelFirst, a wholesale broker and managing general agency based in Dallas, Texas, announced Ryan Taylor has joined the company as a senior underwriter/broker. Taylor brings 10 years of wholesale experience to the company. He will be responsible for underwriting all …