Meet our CEO
Julie Poteat is our CEO, with 7+ years in the private insurance space, Julie Poteat leads our agency as CEO and licensed broker.
Her team works with high-income earners and entrepreneurs to compare affordable, private plan options that fit their financial needs. Julie’s goal is to make selecting a policy easy and stress-free—no confusing jargon.
Meet Our Team
We're an expert team of licensed brokers helping people nationwide compare flexible, private insurance options tailored to their financial goals.
