Phone Number:

1-866-424-0825

Leadership

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Clear Leadership for a Complex Industry

Vision & Philosophy

We believe travel insurance works best when it is simple, reliable, and built around real customer needs. Our role as leaders is to create clarity, remove friction, and support long-term partnerships through steady, responsible decision-making.

Customer-First

We start with the traveler and work backward to ensure every solution delivers real value.

Practical Innovation

We invest in technology that solves real problems, not ideas that add unnecessary complexity.

Accountability

We take ownership of outcomes and hold ourselves to high standards across the business.

Long-Term Partners

We lead with the goal of building relationships that last, not short-term wins.

Insurance Experts, Actively Leading

Our Team

Our leadership team brings decades of experience across travel insurance, financial services, operations, and technology. We have worked inside large insurers and understand the responsibility that comes with supporting regulated, customer-facing programs.

We lead with collaboration, transparency, and a shared commitment to doing the work the right way. Each leadership team member plays an active role in shaping strategy, supporting partners, and guiding day-to-day execution.

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David Rivelis

President & Chief Executive Officer (CEO)

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Jerom Yu

Chief Financial Officer (CFO)

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Richard Lackey

Chief Information Officer (CIO)

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James Messina

Chief Operating Officer (COO)

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Jason Nagy

Chief Experience Officer (CXO)

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Kim Connor

Chief Customer Officer (CCO)

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Ricci Plotkin

Chief Network Officer (CNO)

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Gary Han

Chief Software Architect (CSA)

Experience That Drives Better Decisions

Our Expertise

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Travel Insurance Operations

We understand the full travel insurance lifecycle, from sales to claims and assistance. This experience helps us design solutions that work in real-world conditions.

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Regulated Program Management

We have led programs within strict regulatory and compliance environments. This ensures our decisions align with legal requirements and partner expectations.

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Technology and Automation

We apply technology where it creates real operational value. Our focus is on automation that improves speed, accuracy, and reliability.

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Partner-Centred Leadership

We lead with collaboration and transparency in every partnership. Our goal is to align closely with your priorities and long-term objectives.

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Leading Through Change

Our Approach to Change

Change is constant in travel insurance, and we plan for it rather than react to it. Our leadership team focuses on steady decision-making that protects service quality, compliance, and customer trust, even during periods of disruption.

Prepared, Not Reactive

We plan for change early and test our assumptions before conditions shift. This helps us respond quickly without creating disruption.

Stability First

We protect core operations and service levels as priorities change. Adaptation never comes at the expense of reliability.

Clear Decision-Making

We communicate openly and make informed decisions at the right time. This keeps partners, teams, and customers aligned.