President, CPIW, AIS, Senior Account ExecutiveCala has over 30 years experience serving in all capacities of the insurance agency system. Specializing in Manufacturing, Agribusiness, Wholesale, Health Care, Service Industries and Non-Profits, she takes a risk management/ consultative approach to helping clients choose their insurance plans for: Property & Casualty, Automobile, Workers Comp, Employment Practice Liability, Group Health & Ancillary Benefits, Life, and more. She works with Group Insurance programs such as SEMA, RBA, CBM and Farm Bureau, to create savings for clients & develop new programs. Cala often partners with local non-profits to provide insurance and consulting assistance to the community. She is a trustee for the Fresno Art Museum, teaches Sunday School, and has served on many civic & charitable projects. Cala is licensed in all lines of insurance: Property, Casualty, Life, Health & Accident.
VP, CFOSenior Account Executive, Bond Department Manager
Mark is sought out as a business consultant for insurance budgeting, loss control, and audit planning. He mentors his clients on utilizing insurance with other business programs such Human Resource regulations and CA Enterprise Zone tax credits. Specializing in Bonding, Construction, Workers Compensation, and HR issues. Mark’s clients include Construction Contractors, Resort Marinas, Property Managers, Building Owners, Restaurants & Hospitality risks. Focusing on insurance budgeting analysis and risk management. As a former PGA member and Golf Instructor, and owner of THE PUTTINGTEMPLATE.COM, Mark supports athletic programs, golf clubs and courses in our community in many ways. Mark is a licensed Property, Casualty & Bonding agent.
Personal Lines Account ExecutiveRyan specializes in Personal Lines Insurance Plans for his clients: Autos, Homes, Dwellings, Umbrella, RV’s, Boats, Collector Cars, and more. He saves them money with Comparative Rating Systems that quickly determine the best rates and coverages available from our A rated insurance companies. He partners with CCIS Business, Life & Health Division to bring his clients all lines of insurance for “one stop” insurance planning. Ryan grew up in the insurance industry, second generation agency management. Ryan designed our agency network and internet system and is Agency Administrator for our AMS360 agency management system. Ryan supports Valley Center for the Blind, Fresno Art Museum, and other civic organizations, and has a 14yr old son and 9 year old daughter. Ryan is a licensed Personal Lines Agent and heads up that department.
Life & Health Agent / Personal Lines Agent/CSRKatherine is Personal Lines Coordinator, as well as a Life & Health Insurance Agent. She assists clients with servicing and quoting their Personal Lines policies: Homeowners, Condominiums, Tenant Dwellings, Autos, Boats, Motorcycles and more. She also quotes Life, Health, Dental, Vision -- all your Personal, Life and Health Insurance needs. Katherine assists you with Claims Reporting and Monitoring.. Katherine likes to help clients find more savings by combining their Autos, Home and Life insurance with one great carrier, such as Allied/ Nationwide Insurance Group. Katherine also owns “The Coffee Lounge” café, where she, her fiancé, and her sons offer gourmet coffees, beverages, desserts, one of kind events and more! Katherine is a licensed Life, Health & Accident Agent, and Personal Lines Agent.
Richard V Lawrence
Senior Account Executive, Health & Life Broker
Rich has 20+ years experience as Insurance Broker & Vice President of Central California Insurance Services; founded by his dad, Ralph Lawrence, in 1991. They achieved a rank of 3rd in the nation for policies issued with one of their top companies. In 2011 Rich joined CCIS to expand his insurance offerings to his client base. For over 25 years Rich has helped clients with their Medicare Supplements, Prescription Drug Plans, Long Term Care, Final Expense, Life, Health, Disability, and Dental. Now they can get savings and great coverage with CCIS Auto & Homeowners/ Business & Farm Insurance and more. Rich is a 3rd generation farmer and works with Ralph, at RRR Ranch, their family farm in Madera Ranchos, CA, growing kiwis & fuyu persimmons. Rich is firmly grounded in Agriculture having grown up participating in 4-H, FFA, and agronomy studies.
Commercial Lines Client Service Respresentative, Marketing ManagerDiane has 28+ years’ experience in insurance as a Customer Service Representative and Marketing Manager. She is a commercial specialist, and serves farms, small business owners; as well as large clients such as Manufacturers, Fruit Packers, Large Agri Operations, Wholesale, Transportation, Retail, Hospitality, Attorneys, Physicians & more. Diane is multi-talented; her relationships with underwriters enable her to negotiate excellent insurance quotes for our commercial clients. She is skilled in AMS360 agency management system, and real-time utilization with our insurance carriers. Diane’s experienced office skills get you immediate help with Certificates, Change Requests, Claims Reporting and Monitoring. Diane’s can-do attitude is inspiring to all of us. She also enjoys time with her husband, children, many grandchildren, friends… and Diane knows just about everyone in Fresno who works in the insurance business! Diane is a licensed Property & Casualty agent.
Client Service Rep Commercial Lines, Bond DeptDarlene has 5+ year experience in Insurance Customer Service. In addition to serving large business clients as well as small business owners, she assists with our Bonding Department. Darlene is our Customer Service and Training Manager for our AMS360 agency management system. Her prompt attention to detail in issuing Certificates, Auto ID cards, and Evidence of Insurance for loan closings is an important part of our team commitment to excellence for our clients’ service. Darlene assists you with Claims Reporting and Monitoring. She completed Entrepreneurial Training Center in 2007, as Assistant to the Executive Director. She is trained in Microsoft word, excel, and accounting programs. Our clients have voted Darlene the “Best in Class” Client Service Rep for 2009, 2010. Darlene’s son is in elementary school, and he and his Dad, Eric, are Darlene’s biggest fans.
Workers Compensation Claims/ MPN Assistanct, Assting in Client Services“Liz” Elizabeth Velasco is our Workers Compensation Service Rep. Liz has experience in preparing QME’s for local physicians that handle Work Comp Injuries. Liz creates Employers’ Claim Kits, MPN Lists, Safety Plans, and Postings -- for our clients who carry Workers Compensation Insurance. She monitors and tracks claims that impact employers’ Experience Modifications. Liz also assists clients with all other types of claims, and is a Commercial and Personal Client Service Rep. Liz handles CCIS Commission Statements and other accounting and secretarial functions. Liz attends classes at Fresno City College. She has a Legal Technician’s Degree from Heald Business College. Liz and her daughters enjoy art, cooking, and attending concerts. She volunteers her time for Fresno Art Museum, and other local charities. Her immediate goal is a family vacation to the Getty Art Museum, and interesting destinations in Southern California.
Assistant CSR, Notary PublicCynthia joined us in 2013 and is a great addition to our staff. Cynthia is fluent in English and Spanish, and she assists clients with their policy changes such as: posting and receipting your payment by phone, online or in person; sending new Auto ID Cards; sending Evidence of Insurance for loan closings, reporting new claims, monitoring existing claims, and making policy change requests to our insurance carriers. She is trained in Allied Insurance online service systems as well as Hartford, Travelers, Dairyland, Progressive, and more. Cynthia is presently attending Fresno City College, and majoring in business and accounting.