4 Goals Every Insurance Agent or Agency Should Be Setting
October 26, 2022
You don’t have to be a business expert to know the importance of setting goals. Goal setting is common practice in our world – from setting weight-loss goals …
Read MoreHow to Set Goals for Your Insurance Agency (and achieve them)
October 5, 2022
Goals are vital to the success of any business. Without targets to aim for, you’ll easily end up adrift and unsure whether you’re on the right course.
When …
Read MoreBest Practices for Developing Your Action Plan
October 27, 2021
Planning is a time to reflect on the past and plan for the future. It is important to be thinking about what works well, what doesn’t work so …
Read MoreWhat is the Importance of a Business Plan?
October 1, 2020
Whether you’re starting a small business or exploring ways to expand an existing one, a business plan is an important tool to help guide your decisions. Think of …
Read More10 Important Tips for Setting Goals
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With the New Year here, setting goals both personal ones and for your business are an important aspect of keeping yourself on track throughout the year. By reaching …
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Mike Rice, Principal
Mike received his Bachelor of Arts from DePauw University and his Law Degree from Vanderbilt University. Mike has spent his entire life and almost his entire career in the insurance industry. Mike grew up in the insurance business around an independent agency founded by his grandfather and then run by his father. After graduating from and spending time with the Taft, Stettinius & Hollister law firm, Mike spent 12 years with American Financial Group, Inc., and its insurance affiliates, Great American Insurance Group and Great American Financial Resources. He founded The Insurance Connection in 2005. Mike resides in Cincinnati, OH with his family.

Bill Caesar, CIC, CPCU, Agency Growth Coach | Commercial Lines
Bill grew up in Appleton, Wisconsin and graduated from the University of Wisconsin in LaCrosse, Wisconsin. He has been in the property & casualty insurance industry his entire career. Bill Lives in Centerville, Ohio with his wife Karen. They enjoy spending time with their three Newfoundland dogs, golfing and playing bridge.

Sara Rogers, Personal Lines | Access Plus Manager
Sara has been a Property & Casualty Agent for over 17 years, specializing in personal lines. She started in the insurance industry as a telemarketer where she obtained her property and casualty license as well as her life and health insurance license. Sara has prior experience closing sales for Fortune 500 companies and as the office manager and lead underwriter for American Heritage Insurance Group’s Springfield office. Sara joined The Insurance Connection in 2014 and is the personal lines point of contact for newly signed ISMs until they receive their direct appointments with carriers. Sara resides in Medway, OH with her husband and has three children.

Aaron Newman, Personal Lines | Access Plus
Aaron has been with The Insurance Connection since June. He has been in the insurance agency for 31 years. Aaron has his AINS &API and obtained them from The Insurance Institutes. Aaron currently resides in Mason and has three dogs.

Shelly West, Commercial Lines | Access Plus
Shelly began working at American Heritage and The Insurance Connection in August of 2021. She has over 10 years of insurance experience. She was born and raised on the West Side of Cincinnati and still lives there with her modern day Brady Bunch family. She is a mentor and PTA Member with the Oak Hills School District. Christmas is her favorite holiday because she loves spending time with the family and goes all out decorating.

Holly Schick, Accountant | Compliance
Holly received her Bachelor of Science in Business Administration with a focus in Accounting from Xavier University. Holly’s accounting experience spans over 26 years in general accounting for small to mid-sized businesses and not-for-profit’s. Holly has worked for The Insurance Connection since 2011. She resides in West Chester, OH with her son, Joey.

Abby Blair, Regional Vice President/Recruiter
Abby earned her Bachelors in Business Administration with an emphasis in Management from Morehead State University. She spent 14 years in Lexington, Kentucky specializing in high net worth Life Insurance sales, marketing and plan administration. She worked with trust administrators and investment management teams to provide a holistic experience for their clients. Abby moved back to the Cincinnati area and joined The Insurance Connection in 2022 as their recruiter.

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