Insurance Tracking Services

As one of the leading firms in the United States providing third-party certificate of insurance tracking and issuance services, we believe our ability to provide organizations with cost effective solutions is a direct result of the talent we employ.

Rick Lopez
CEO, CTO, President and Founder

For the past fifteen years, Rick Lopez has been involved in providing essential risk management services to organizations across the United States and internationally, from Canada and the United Kingdom to Switzerland and China. Mr. Lopez has been instrumental in evolving certificate of insurance tracking and management from a cumbersome administrative process to a streamlined, risk management driven service.

From the start, Mr. Lopez had a vision to help organizations reduce risk and avoid exposure to losses from claims by implementing an essential risk transfer administration program. Incorporating his prior experience in building complex e-commerce websites for the skin care industry, Mr. Lopez brought the technical knowledge required to develop and implement a sophisticated software program.

Mr. Lopez has appeared as a guest speaker at West Coast Casualty's Insurance Conference (2006) and IRMI's Risk and Insurance Conference (2007, 2008).

Sherry Lynne, CIC
Director of Risk Management

With over 30 years in the property and casualty insurance industry, Ms. Lynne's expertise comes in providing risk management services to an array of customers in many different industries. She is personally involved in training InsureTrack staff on all aspects of our customers' insurance requirements and is responsible for implementing procedures to address each customer's needs.

In addition, Ms. Lynne oversees the company's outside legal counsel, handles investor relations and serves as the Chief Administrator of the InsureTrack Disaster Recovery Plan.

 

Celina Gonzalez
Director of Data Processing Operations

As the Director of Data Processing Operations for InsureTrack, Celina Gonzalez plans, organizes, and controls the overall activities of our information systems, including system setup, customer analysis, programming and computer operation activities relating to our insurance certificate tracking responsibilities. In addition, Ms. Gonzalez is responsible for developing written instructional manuals and supervision of data processing staff.

Ms. Gonzalez's knowledge and experience is in insurance coverage, operations and programming. Her specialties are .NET programming, database development and deployment of web applications. She possesses strong communication, public relation and interpersonal skills. Her commitment and ability to learn highly technical skills to meet the changing demands of the position brings value added service to each and every customer serviced on the InsureTrack platform.

Prior to joining InsureTrack, Ms. Gonzalez spent ten years in the insurance community serving in several different capacities, from an insurance policy management system administrator to an insurance premium auditor, her expertise demonstrates positive leadership, professionalism and commitment to efficient operations.

 

Adella Ruggles
Implementation Director

Adella Ruggles has been with InsureTrack since 2008 and serves as our Implementation Director to organize the logistics of each new customer account. She acts as our internal liaison with InsureTrack staff to obtain status updates, evaluate progress, perform risk assessments, develop mitigation strategies and write procedures for maintaining compliance with each customer profile.

Prior to joining InsureTrack, Ms. Ruggles spent eight years serving as a purchasing agent at a regional tile and stone manufacturing company. Some of her responsibilities included successful business development, management of third party vendors, implementation of supply chain and inventory managment systems to maximize cost savings while reducing liability exposure.

 

Michael E. Palacios, CRIS
Senior Account Manager, Vice President

Mr. Palacios has been with InsureTrack since 2004. For the past ten years, he has served as Senior Account Manager for some of our largest customers, including many publicly traded companies and several Fortune 500 companies.

As a licensed fire and casualty insurance professional, Mr. Palacios has the requisite insurance knowledge to facilitate insurance compliance with the most complex insurance requirements. Mr. Palacios interfaces directly with the customer's staff as well as the contracted parties to communicate insurance deficiencies and assist in establishing compliance with the insurance requirements.

 

Now, read what our customers have to say:

"Rick is extremely knowledgeable, and his company saves us time and money by securing certificates of insurance for us. It is critical to know that our subs, professionals and consultants have the appropriate insurance, and it can be a very time consuming process. It takes such a specific level of expertise, and Rick has developed something that is almost impossible to develop in-house."

Kay Chandler, General Counsel, The Olson Company

"The ability to have a point person for all of our insurance needs is critical in today's world. InsureTrack assumes responsibility for addressing all of our insurance issues, so rather than expecting our accounting department to keep track of everything and make sure we have all the proper insurance, we know we have expert representation."

Alex Hernandez, Senior Vice President, TELACU Development

"InsureTrack, Thanks for all of your help - you have been very professional, responsive and thorough in your correspondence related to insurance compliance. Your professional approach and attention to the very important details lifted a substantial burden from us as we worked to qualify potential subcontractors and their insurance coverage!"

Linda W., Pacific Management Group, Lincoln City, OR

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