Trilogy Insurance and Financial Services Creates Advisory Committee To Provide Stewardship on Key Industry Issues

AUSTIN, Texas--(BUSINESS WIRE)-- Trilogy Insurance and Financial Services today announced that it has formed an Advisory Committee to help shape the company's focus and direction and to provide industry stewardship on key issues.

The Advisory Committee is comprised of senior leaders representing the main industry segments of life, health and property and casualty insurance. The committee will serve as a sounding board on the future direction of Trilogy products and services, and the experienced industry executives will offer valuable guidance and provide greater insight into the top issues and business needs in each segment. Members include:

  • Michael Davidson, former Vice Chairman and Chief Agency and Marketing Officer at State Farm. Davidson served as Executive Vice President of State Farm Fire and Casualty Company and Executive Vice President and Chief Agency and Marketing Officer of State Farm Life Insurance Company, State Farm Life and Accident Assurance Company and State Farm Annuity and Life Insurance Company. He was recently named an adjunct professor at the American College.
  • Joan Harp, former President, Commercial Business and Established Markets, BlueCross BlueShield of Tennessee. Harp was responsible for more than 2.3 million members and $3 billion in annual revenue from fully insured and ASO fees for the commercial market at BlueCross BlueShield of Tennessee. She joined BlueCross in 1996 and served in a number of leadership positions. Prior to that, she served in senior-level positions with NYLCare Health Plans, a subsidiary of New York Life.
  • Robert Kerzner, President and CEO of LIMRA, LOMA and LL Global, Inc. Kerzner leads the world’s largest association of life insurance and financial services companies. The combined organizations have more than 1,200 members across 70+ countries, including most of the world’s largest life insurance companies. Before joining LIMRA in 2004, Kerzner was Executive Vice President and head of the individual life division of Hartford Life, Inc.
  • Michael Vietri, former Executive Vice President of MetLife’s Individual Distribution business. In this role, Vietri was responsible for over 8,000 financial advisors from MetLife’s agency system, MetLife Resources (which serves the 403(b) market) and the New England Financial general agency system, serving 9 million clients in total. Vietri is currently a consultant working in the insurance industry.

Joe Kelley, president of Trilogy Insurance and Financial Services, also holds a seat on the committee. Prior to joining Trilogy, Kelley was Chairman, President and CEO of American General Life and Accident Insurance Company. He spent his entire career in the industry, starting with Prudential Insurance Company, where he served for more than two decades in positions that included Senior Vice President and Chief Marketing Officer.

“The formation of an Advisory Committee is another major step toward our commitment to the Insurance and Financial Services industry,” Kelley said. “Trilogy is honored to have such a distinguished group of industry leaders serving on our committee. Davidson, Harp, Kerzner and Vietri have a deep understanding of the challenges and opportunities facing the insurance industry. They will provide expert guidance to help ensure that Trilogy maintains our position of technology leadership and delivers comprehensive solutions that provide exceptional value to insurers and brokerages."

About Trilogy Insurance and Financial Services

Trilogy Insurance and Financial Services has been the partner of choice in helping large brokerages and insurers improve the effectiveness and efficiency of their producer channel for 15 years. Trilogy solutions include DCM, an insurance-specific distribution management and compensation product that enables insurers to successfully manage complex distribution channels, and SmartChannel, which helps companies optimize the performance of their top producers using predictive analytics.

A division of Trilogy Inc., the company has a long history of innovative software solutions that solve complex business and technical processes. Trilogy’s worldwide headquarters is located in Austin, Texas. To learn more, visit

Trilogy Inc.
Michelle Howell
Ketner Group PR + Marketing, 512-794-8876
Jeff Ketner

Source: Trilogy Inc.