Underwrite Motion
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Every role in commercial insurance has a seat on this board.

Nine seats. Filled by the people who actually do the work.

Meet the advisory board

Underwrite Motion sits between insurance and communication, and the work has to hold up on both sides. The coverage has to be right. So does whether the person reading it can act on it. The people below are advisors rather than staff. Each works in their own field and brings that view to how Underwrite Motion builds.

That takes more than one kind of expertise. Five seats cover the insurance chain: retail brokerage, wholesale distribution, carrier underwriting, loss control, and employee benefits. Four cover what happens once the insurance is right: a marketing lead on whether the story lands, a business owner on whether it matters to the person writing the check, a chief executive on how a multi-state operation buys it, and a product designer on whether the thing is actually usable.

The result is that no decision gets made on assumption. Every one gets tested against someone who lives that part of the deal.

The advisors.

Each product decision gets pressure-tested against the person who lives it. Walk the chain from the business owner to the finished experience.

01
Retail Brokerage
Logan Haugen portraitSpencer Haugen portraitHayden Haugen portrait

Team Haugen

Logan, Spencer & Hayden Haugen
HUB International
Accepted

Three brothers, one frontline. Team Haugen represents the daily reality of the retail broker: adoption, client experience, and what makes a broker look good in front of a prospect. They cover commercial brokerage, business development, and client experience, and if a tool doesn't help them win and keep business, they'll be the first to say so.

Commercial BrokerageClient ExperienceBroker Adoption
LinkedIn
02
Wholesale & Distribution
Eric Merriman portrait

Eric Merriman

Office President & Casualty Broker
CRC Group · Board Member, Surplus Line Association of Washington
Accepted

How a product moves through distribution. Eric brings an executive read on wholesale casualty, Excess & Surplus, and complex liability from inside one of the country's largest wholesalers, plus a board seat with the Surplus Line Association of Washington. He sees where product plays in the market and where distribution actually gets won.

Wholesale CasualtyExcess & SurplusDistribution
LinkedIn
03
Carrier & Underwriting
Gary Banks portrait

Gary Banks

Construction Underwriting
CNA Insurance
CIC · AU
Accepted

The carrier's-eye view. Gary knows what makes an underwriter say yes: appetite, risk selection, and how a submission is really evaluated inside a national carrier. His seat is the difference between guessing what carriers want and knowing it, especially on construction risk.

Construction UnderwritingCarrier AppetiteRisk Selection
LinkedIn
04
Risk Engineering & Loss Control
Jeremy Laws portrait

Jeremy Laws

Loss Control Manager
Amwins
Accepted

The only seat looking at the actual risk on site. Jeremy works in loss prevention, safety, and operational excellence, and understands the risk-improvement stories that Underwrite Motion's product can surface to change how a risk is underwritten and priced. He grounds the whole chain in what's really happening at the business.

Risk EngineeringLoss PreventionOperational Excellence
LinkedIn
05
Employee Benefits
Samantha Bradley portrait

Samantha Bradley

Senior Vice President, Employee Benefits
HUB International
Accepted

The benefits side of the program. Samantha runs plan design, funding strategy, network negotiations, and vendor partnerships as one discipline.

Plan DesignFunding StrategyVendor Partnerships
06
Marketing & Brand
Taylor Alie portrait

Taylor Alie

Director of Marketing
Rexius
Former Oregon QB · Academic All-Pac-12
Accepted

Whether the story lands. Taylor leads marketing at Rexius and brings brand, storytelling, and customer-experience craft to the table: the discipline of making a message resonate. A former University of Oregon quarterback and Academic All-Pac-12, he knows how to perform when it counts and how to build a brand people remember.

BrandingStorytellingCreative Strategy
LinkedIn
07
Business Owner
Kenny Martin portrait

Kenny Martin

President & Business Owner
McDonald Wholesale
Accepted

The buyer's-eye view. Kenny runs a business, which makes him the voice of the person Underwrite Motion ultimately serves, the owner writing the check. He keeps every product honest to the customer it's built for: does it earn trust, and does it make the value obvious to a decision-maker who isn't an insurance insider?

Business OwnershipBuyer PerspectiveDecision-Making
LinkedIn
08
Executive Leadership
Dick Ferchak portrait

Dick Ferchak

Chief Executive Officer
Omega Morgan
Accepted

The executive view of a complex risk. Dick leads Omega Morgan: heavy lift, rigging, and specialized transport, with complex heavy equipment and liability, multi-state operations, and hazardous cargo.

Heavy LiftSpecialized TransportMulti-State Operations
09
Product & UX
Morrie Nimmer portrait

Morrie Nimmer

Product / UX Design
Purpose Built · ex-BCG X (BCG Digital Ventures)
Accepted

The design craft behind the experience. Morrie has built digital products at BCG X and now at Purpose Built, exactly the discipline Underwrite Motion's mission lives on: turning static insurance documents into premium digital experiences people actually enjoy. He's the seat that keeps the bar for design and usability high.

Product DesignUXDigital Experience
LinkedIn
"If you want to know where commercial insurance is headed over the next decade, look at the people sitting around the Underwrite Motion table."
Underwrite Motion, Founding Advisory Board