Mutual Med’s friendly sales collaboration team and account executives inform insurance agents, our strategic partners, about Mutual Med’s full line of insurance products and services.
Each contracted agent is assigned an account executive and a marketing representative, who is their primary contact for product training, assistance with group enrollments, and more.
We provide agents with all the presentation materials, literature, forms and other sales tools they will need to succeed on a day-to-day basis. Our account executives can accompany agents to present proposals to clients, so they can explain the complexities of client coverage in easy-to-understand terms.
Whether our agents work with large groups, small groups or individuals, our skilled professionals can give them the guidance they need to sell to their clients as well as manage and retain their business.

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Andy Carlson

Account Executive - South Dakota, North Dakota, Western Iowa, Tennessee, and Georgia

• Services South Dakota, North Dakota, Western Iowa and Tennessee agents
• Resolves broker service issues
• Assists with group presentations/enrollments

[email protected]

Lance McCafferty

Account Executive - Illinois / Eastern Iowa

• Services all Illinois / Eastern Iowa agents
• Resolves broker service issues
• Assists with group presentations/enrollments

[email protected]

JoAnne Lindeman

Account Executive - West Texas

• Services all West Texas agents
• Resolves broker service issues
• Assists with group presentations/enrollments

[email protected]

Nico Flores

Account Executive - Tennessee, North Carolina, and South Carolina

• Services Tennessee and North Carolina agents
• Resolves broker service issues
• Assists with group presentations/enrollments

[email protected]

Beth Connelly

Internal Marketing Representative

• Provides marketing support for agents on small group new business and renewals
• Coordinates appointments for Account Executives
• Answers questions about new and existing small groups

[email protected]

Brittney Tolmie

Internal Marketing Representative

• Provides marketing support for agents on small group new business and renewals for South Carolina and Georgia
• Coordinates appointments for Account Executives
• Answers questions about new and existing small groups

[email protected]

Jerica Smith

Internal Marketing Representative

• Provides marketing support for agents on small group new business and renewals for Iowa, Illinois, and the Dakotas
• Coordinates appointments for Account Executives
• Answers questions about new and existing small groups

[email protected]

Libby Flatt

Internal Marketing Representative

• Provides marketing support for agents on small group new business and renewals for Texas
• Coordinates appointments for Account Executives
• Answers questions about new and existing small groups

[email protected]

Michelle McCaw

Marketing Coordinator

• Develops agent communication pieces
• Markets special projects
• Assists with agent training scheduling

[email protected]

Information Technology

Our professional I.T. Department provides support for Mutual Med and our affiliates in addition to Agents and our internal and external websites.
To prepare our Agents for success, the Mutual Med I.T. Department integrates many years of experience with the latest technology, to create a strong set of tools that serves our Agents needs to manage and service their clients to the highest degree.
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Jessica Tunnell

IT Project Manager

• Oversees all IT projects
• Provides tech support services for Mutual Med employees, agents, and users
• Assists with developing features for Mutual Med

[email protected]

Matthew Bierman

Senior Developer

• Programs internal Data Management Software
• Programs elements for Mutual Med websites
• Provides web support services for Mutual Med employees, agents, and users

[email protected]

Ashley Horne

Web Designer/Developer

• Design, layout, and development of features for Mutual Med Websites
• Provides tech support services for Mutual Med employees, agents, and users
• Email marketing support and analytics

[email protected]

Finance

Our Finance team is essential to the continued success of Mutual Med, and maintains oversight with regard to compliance and fiscal responsibility within the Mutual Med organization.
Our Finance professionals work closely with new agents, and coordinate with established agencies on behalf of the agent, to get them equipped and ready to achieve successful sales goals as soon as possible. Once our relationship with an agent is established, our friendly Finance personnel work with the agent to ensure that accurate commissions are paid to the agent in a timely and efficient manner.
If you have questions or would like to begin contracting with Mutual Med please contact our Finance Department today.

[email protected]

Brittany Johnston

Business Analyst

• Commissions processing/ questions
• Accounting procedures
• Month end close

[email protected]

Lisa Jewell

Business Analyst

• Accounting procedures
• Month end close
• Commissions processing/ questions

[email protected]

New Business

For large groups, small groups and individual accounts, we help agents ensure applications are completed and submitted to appropriate carriers to achieve the best rate possible for their clients. When applications are submitted, we work directly with the carrier underwriters and sales teams to negotiate rates and process all paperwork to get the client established with new insurance coverage. The New Business Department saves considerable time for the agents, allowing them to sell more. Agents who have found paperwork and account placement time-consuming in the past, enjoy the freedom and convenience of having Mutual Med take care of such a wide array of details.

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Renewal

For large and small group accounts, we take the time to quote and compare/spreadsheet multiple carriers to give our agents all the information needed so they can help their client make the best possible decision. Whether that decision is renewing as is, making a plan change, or applying for coverage through another carrier, we help them through the entire process. If the carriers allow rate relief, we will work with those carriers to get the best possible renewal rate for the client. Our renewal staff is also there to help agents through the challenging and sometimes time-consuming process of carrier verification of participation audits. Our goal is to help the agent retain as much business as possible upon each renewal cycle.

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Agent Services

As insurance brokers, we work directly with the agents who contract with us. We consider them our partners. Mutual Med's role is purely support-based. We interact with clients only as agents see fit. We are always here to answer your questions so let us know how we can help you. We answer agents questions and act as their 'back-room,' supplying them with all the applications, brochures and promotional materials they require. We work closely with our Marketing Department, to help our account executives meet the needs of the agents they work with. We also can provide lists of prospects to our agents for clients turning 65 in your area. When difficulties arise, agents come to us as their behind-the-scenes "fix-it" people. We provide agents more time to meet people and generate business. We’re here to make agents lives easier and more productive. Once an agent has a client on board with Mutual Med, we’ll take care of all their questions and concerns, and do whatever research is necessary to arrive at the right solution. Maintaining customer satisfaction for our agent partners and their clients is both our main objective and point of pride.

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