Rodney Mattos: Founder & CEO at Triforta | Innovator in Insurance Technology SolutionsAs the visionary leader of Triforta, Rodney Mattos is at the forefront of revolutionizing the insurance industry through technological innovation and strategic foresight. With a career rooted deeply in insurance, Rodney's acute understanding of the sector's complexities has positioned Triforta as a beacon of advanced solutions in the realm of Property and Casualty (P&C) insurance.Rodney's journey into P&C insurance exposed the glaring technology gaps prevalent in agency operations. Witnessing the outdated, disjointed systems that hindered growth and innovation, he saw not just a challenge but a calling. His response was the creation of Apeironix, a paradigm shift in insurance agency management. Apeironix represents Rodney's vision of a seamless, integrated CRM+Agency Management System, characterized by its open APIs and the ability to continually evolve beyond the constraints of legacy systems.Under Rodney's leadership, Triforta has transcended traditional boundaries, significantly expanding its service offerings. This includes the sophisticated integration of employee benefits policy management, seamlessly blending with state-of-the-art proposal generation systems like Ideon. Moreover, Triforta's technological ecosystem is fully integrated with Human Resources Information Systems (HRIS), ensuring a holistic approach to insurance management that resonates with modern business needs.Rodney's commitment to innovation is not just about building advanced systems; it's about crafting solutions that resonate with the evolving needs of clients and the industry at large. His leadership at Triforta is a testament to the transformative power of technology when aligned with industry expertise and a clear vision for the future. Join Rodney in this transformative journey as Triforta continues to redefine the insurance landscape, one innovation at a time.

Rodney Mattos is the Director of Agency Development and works with carrier partners, underwriters, business owners, and individual customers to provide unparalleled customer service. He advocates using technology to optimize insurance coverage for his customers without losing sight of the importance of personal interactions. Rodney guides the firm’s overall commitment to provide exceptional service for its clients.With 30 years of insurance expertise, Rodney helped start a regional insurance carrier and grow it to more than 3 million members in the Western U.S. When the carrier was acquired by a Fortune 250 firm, he managed the integration of the companies and leveraged shared services to drive organizational optimization. He ‘s an Agribusiness and Farm-Certified Agent and Licensed Consultant in employee benefits, life insurance, commercial, and personal insurance lines.

Rodney Mattos is the Vice President, Group Insurance for Asurea specializing in Employee Benefits for Large and Small Business. Founded in 1991 Asurea works with the strongest and most specialized carriers in the industry to provide unique, tailored solutions for your organization. We continually seek innovations that position our clients on the leading edge of commercial insurance and employee benefits solutions. Our teams of knowledgeable, experienced advisors are dedicated to exceeding expectations and developing lasting partnerships with our clients. All of our clients are assigned a team of specialists dedicated to serving their needs. Each client accesses our team through a single point of contact, making working with us seamless and effective. We provide expert counsel, an unparalleled level of personal customer service and time saving resources to help your business succeed.#Employee Benefits #Self-Funded Benefit Plans #Wellness Programs #Cost-containment Strategies #Online and Automated Solutions #EmployeeMemberAdvocacy #Human Resources Consulting #Benefits Plan Administration #ERISA & COBRA Compliance

Primary objectives: Managing a smooth acquisition and merger; process improvement; innovative product development; intelligent growthWhen Premier Access was acquired by Guardian Life Insurance and later merged with Avēsis (a wholly owned subsidiary of Guardian), I focused on retaining our best talent and keeping processes running smoothly during the transition.During the transition, I took a close look at eliminating redundant or inefficient processes at both companies. My team and I implemented leading-edge software like SAS and Salesforce to improve workflow processes and deliver millions in annual claims savings.To save the company millions of dollars in administrative costs, I was a key player in developing off-shore resources in India, including SLA and TAT standardization.Because Premier Access and Avēsis now had new opportunities for growth, I lead the effort to make the venture as a key player in the Labor & Trust markets in California and Nevada. To meet the new markets’ needs, I developed innovative products and solutions using a customer-focused and strategic approach.In collaboration with the executive team, the board of trustees, and the parent company, I created and executed a growth strategy for the new venture. In addition, I implemented and lead new strategic planning and budgeting processes.

Primary objectives: Cultivating a world class sales team; growing profits; developing effective marketing materialsDuring my tenure as Director of Sales, Premier Access membership grew 9.4% annually while increasing overall profitability by 4%. In addition, the annualized premium increased from $74 million to $100 million.Led efforts to expand government dental programs, increasing CHIP and Medicaid membership by over 100%. The western U.S. became my sales and marketing territory after my promotion. I built and led a team of sales, account management, and marketing professionals to generate new business and retain current customers.In the marketing department, I developed multimedia marketing strategies and CRM-based resources to support the front line sales teams.♦ Grew CHIP and Medicaid programs by over 100% ♦ Lead a sales team to generate sales and customer renewals, including directing training, managing resources, setting goals, evaluating performance, and ensuring results♦ Collaborated across departments to develop integrated CRM based reference tools to support front line sales teams with routine information and collateral♦ Implemented a training program and a Balanced Scorecard process for sales and account management staff♦ Increased annualized Premium from $74MM to $100MM♦ Grew membership on average 9.4% annually while increasing overall profitability

Primary objectives: Building a sales department from the ground up; creating trust relationships with customersA fledgling startup, Premier Access had no existing commercial members when I joined the company. My personal business network allowed Premier Access to build relationships, increase brand awareness, and expand into new territories. On average, I sold 54% of the company’s new commercial memberships annually. I was consistently able to achieve 200% to 300% of the annual sales goals.Education is crucial to selling insurance. I became a trusted resource and insurance industry expert for employers, agents, brokers, and members who needed help navigating the complexities of ancillary benefits.As a sales team mentor and technology leader, I introduced Salesforce CRM to help Premier Access sales professionals manage their pipelines and shorten the sales cycle.► Drove revenue by establishing new territories, building brand awareness, and mentoring sales team► Designed and implemented Salesforce CRM, including Pipeline Management, Workflows and Dashboards► Collaborated in the development of product sales, marketing, and educational materials ► Delivered educational seminars to employers, agents/brokers, members, and led broker advisory meetings► Sold an average of 54% of all new commercial memberships annually, totaling more than 130,000 members► Consistently achieved 200-300% of annual sales goals

Using my insurance industry expertise, I grew HealthNet’s market share in Medicare Senior Advantage Plans.

Honored as a Foundation Health President’s Club Achiever, I increased their sales of Medicare Senior Value Plans.