CONSULTATIVE INSURANCE GROUP - History of Changes


DateDescription
2024-04-08 delete personal_emails jo..@relationinsurance.com
2023-08-30 insert personal_emails er..@relationinsurance.com
2023-08-30 insert person Erin Payne
2023-08-30 update person_title Michelle Wehe: Client Support Specialist => Account Executive
2023-06-22 delete personal_emails ma..@relationinsurance.com
2023-06-22 insert personal_emails ro..@relationinsurance.com
2023-06-22 delete person Maria Dea
2023-03-23 delete personal_emails su..@relationinsurance.com
2023-03-23 insert personal_emails am..@relationinsurance.com
2023-03-23 delete person Susan Jones
2023-03-23 insert person Amy Liptak
2022-10-03 delete person Victoria Conner
2022-10-03 update person_title Tracy Larson: Risk Advisor => Account Executive
2022-06-27 delete personal_emails kr..@relationinsurance.com
2022-06-27 delete person Kristina Hartson
2022-04-24 insert personal_emails jo..@relationinsurance.com
2022-04-24 insert person John Flowers
2022-03-24 insert personal_emails ch..@relationinsurance.com
2022-03-24 insert personal_emails ch..@relationinsurance.com
2022-03-24 insert personal_emails ka..@relationinsurance.com
2022-03-24 insert personal_emails ka..@relationinsurance.com
2022-03-24 insert personal_emails ki..@relationinsurance.com
2022-03-24 insert personal_emails kr..@relationinsurance.com
2022-03-24 insert personal_emails kr..@relationinsurance.com
2022-03-24 insert personal_emails ma..@relationinsurance.com
2022-03-24 insert personal_emails ma..@relationinsurance.com
2022-03-24 insert personal_emails ma..@relationinsurance.com
2022-03-24 insert personal_emails mi..@relationinsurance.com
2022-03-24 insert personal_emails mi..@relationinsurance.com
2022-03-24 insert personal_emails pa..@relationinsurance.com
2022-03-24 insert personal_emails su..@relationinsurance.com
2022-03-24 insert personal_emails ta..@relationinsurance.com
2022-03-24 insert personal_emails ta..@relationinsurance.com
2022-03-24 insert personal_emails tr..@relationinsurance.com
2022-03-24 insert personal_emails vi..@relationinsurance.com
2022-03-24 insert personal_emails yv..@relationinsurance.com
2022-03-24 delete person Beth Bilbrey
2022-03-24 delete person Rachel Karaplis
2022-03-24 insert person Michelle Wehe
2022-03-24 update person_title Kristine Bradley: Account Manager Commercial Lines => null
2022-03-24 update person_title Maurica Easler: Administrative Assistant => Business Support Specialist - Select
2021-12-22 delete president Ron Smith
2021-12-22 delete vp Kindra Smith
2021-12-22 insert vp Ron Smith
2021-12-22 delete person Joe Lardie
2021-12-22 delete person Rachel Bacchi
2021-12-22 delete person Ryan Smith
2021-12-22 delete person Sue Preston
2021-12-22 update person_description Paul Petrilla => Paul Petrilla
2021-12-22 update person_description Susan Jones => Susan Jones
2021-12-22 update person_title Beth Bilbrey: null => Accountant
2021-12-22 update person_title Christina Reed: Lead Generator => Administrative Support; Administrative Assistant
2021-12-22 update person_title Kathe DiMatteo: Agency Service Manager => Personal Lines Account Manager and Team Leader
2021-12-22 update person_title Kathy Leathers: Senior Business Insurance Specialist => Risk Placement Specialist
2021-12-22 update person_title Kindra Smith: Vice - President => Operations Manager
2021-12-22 update person_title Kristine Bradley: Business Insurance Specialist => Account Manager Commercial Lines
2021-12-22 update person_title Maria Dea: Business, Personal & Life Insurance Sales => Personal Lines Sales Agent
2021-12-22 update person_title Mary Delfs: Business, Personal & Life Insurance Sales => Account Executive
2021-12-22 update person_title Maurica Easler: Marketing & Compliance => Administrative Assistant
2021-12-22 update person_title Paul Petrilla: Independent Contractor => Risk Advisor
2021-12-22 update person_title Rachel Karaplis: Licensed Executive Assistant => Executive Assistant to Ron; Administrative Assistant
2021-12-22 update person_title Ron Smith: President => Vice - President
2021-12-22 update person_title Susan Jones: null => Account Executive
2021-12-22 update person_title Tammy Holton: Personal Insurance Specialist => Account Manager Personal Lines
2021-12-22 update person_title Tammy-Sue Clem: Life & Personal Insurance Specialist => Account Manager Personal Lines
2021-12-22 update person_title Tracy Larson: Business, Personal, Life Insurance & Benefits Sales => Risk Advisor
2021-12-22 update person_title Vickie Williams: Business, Personal & Life Insurance Sales; Insurance Sales Associates => Sales Agent; Insurance Sales Associates
2021-12-22 update person_title Victoria Conner: Business, Personal & Life Insurance Sales => Risk Advisor
2021-12-22 update person_title Yvonne Walters: Life & Personal Insurance Specialist => Account Manager Personal Lines
2021-09-08 delete person Tony Bester
2021-08-05 update person_description Rachel Bacchi => Rachel Bacchi
2021-07-06 delete person Julie Chowning
2021-07-06 insert person Rachel Bacchi
2021-07-06 update person_description Rachel Karaplis => Rachel Karaplis
2021-07-06 update person_title Rachel Karaplis: Customer Service Specialist; Executive Assistant => Licensed Executive Assistant
2021-06-05 delete person Ben Dawkins
2021-06-05 delete person Honor Taylor
2021-06-05 insert person Tammy Clem
2021-04-09 delete person Kristine Scoon
2021-04-09 insert person Kristine Bradley
2021-04-09 insert person Maria Dea
2021-04-09 insert person Tracy Larson
2021-01-30 delete cfo Vickie McDonald
2021-01-30 delete person Anthony Hussain
2021-01-30 delete person Bev Drake
2021-01-30 delete person Cheryle Waller
2021-01-30 delete person Vickie McDonald
2021-01-30 insert person Ben Dawkins
2020-09-30 insert person Kristine Scoon
2020-05-23 delete person Rachel Simmerer
2020-05-23 insert person Rachel Karaplis
2020-05-23 update person_description Ryan Smith => Ryan Smith
2020-05-23 update person_title Bev Drake: Administrative Support; Receptionist => Receptionist ( M, F )
2020-05-23 update person_title Kathe DiMatteo: Personal Lines Service Supervisor => Agency Service Manager
2020-05-23 update person_title Ryan Smith: Operations Specialist => Agency Sales Manager
2020-03-23 insert person Christine Bohland
2020-03-23 update person_description Kindra Smith => Kindra Smith
2020-02-21 update person_description Ryan Smith => Ryan Smith
2020-02-21 update person_title Ryan Smith: Business, Personal & Life Insurance Sales => Operations Specialist
2019-11-17 delete person Mary Beth Jeffery
2019-11-17 insert person Anthony Hussain
2019-10-17 delete person Chuck Carpeta
2019-10-17 delete person Megan Lardie
2019-10-17 delete person Paula Coots
2019-10-17 delete person Tim Khayat
2019-10-17 delete person Tony Santilla
2019-10-17 insert person Sue Preston
2019-08-17 insert person Victoria Conner
2019-04-14 insert person Christina Reed
2019-04-14 insert person Mike Cato
2018-09-11 delete person Kristy McDonald
2018-09-11 insert person Kathe DiMatteo
2018-09-11 insert person Tammy Holton
2018-05-30 delete person Jessica Harnegie
2018-02-20 delete person Aimee Bachna
2018-02-20 insert person Beth Bilbrey
2018-01-08 insert person Aimee Bachna
2017-12-11 delete person Mary Jo Koenig
2017-08-19 delete person Michael Potraz
2017-08-19 delete person Rob Rea
2017-07-18 insert person Julie Chowning
2017-07-18 insert person Michael Potraz
2017-07-18 update person_title Rob Rea: Business & Personal IC Sales Associate => null
2017-05-06 insert person Jessica Harnegie
2017-01-09 update person_title Kindra Smith: Vice - President; Registered Representative => Vice - President
2017-01-09 update person_title Paul Petrilla: Business & Personal IC Sales Associate; Education / Experience / Graduated St. Ignatius High School / Bachelors Degree Cleveland State University, Marketing => Business & Personal IC Sales Associate
2016-10-21 insert person Kristy McDonald
2016-10-21 insert person Yvonne Walters
2016-10-21 update person_title Rachel Simmerer: Administrative Support => Executive Assistant
2016-06-29 delete person Michelle Wehe
2016-04-24 delete person Kristy McDonald
2016-03-21 insert person Kristina Hartson
2015-07-01 insert person Joe Lardie
2015-06-02 delete person Rene Smith
2015-04-02 insert person Kristy McDonald
2015-04-02 insert person Ryan Smith
2015-03-05 update person_title Anthony Bester: Member of the Business and Personal Sales Associates Team; IC Sales Associate => Business & Personal IC Sales Associate; Member of the Business and Personal Sales Associates Team; IC Sales Associate
2014-12-08 delete person Mallory Hickey
2014-11-09 delete person Debbie Romano
2014-11-09 delete person Pam Phillips
2014-11-09 insert person Mallory Hickey
2014-10-02 delete person Cedric Harmon
2014-10-02 insert person Stephanie Adams
2014-09-04 insert person Cedric Harmon
2014-09-04 update person_title Bev Drake: null => Member of the Business and Personal Sales Associates Team; Administrative Support
2014-09-04 update person_title Cheryle Waller: Executive Business Associate => Member of the Business and Personal Sales Associates Team; Business Sales Associate
2014-09-04 update person_title Christine Schuster: Personal Lines Associate => Member of the Business and Personal Sales Associates Team; Personal Sales Associate
2014-09-04 update person_title Debbie Romano: Reception & Clerical Support => Member of the Business and Personal Sales Associates Team; Administrative Support
2014-09-04 update person_title Honor Taylor: Personal Lines Associate => Member of the Business and Personal Sales Associates Team; Personal Sales Associate
2014-09-04 update person_title Kathy Leathers: Associate; Agent => Member of the Business and Personal Sales Associates Team; Business Sales Associate
2014-09-04 update person_title Mariela Castillo: Bilingual Personal Lines Associate => Member of the Business and Personal Sales Associates Team; Personal IC Sales Associate
2014-09-04 update person_title Mary Beth Jeffery: Senior Personal Lines Associate => Member of the Business and Personal Sales Associates Team; Personal Sales Associate
2014-09-04 update person_title Mary Collins-Davis: Personal Lines Associate => Member of the Business and Personal Sales Associates Team; Business & Personal Sales Associate
2014-09-04 update person_title Mary Jo Koenig: Senior Personal Lines Associate => Member of the Business and Personal Sales Associates Team; Personal Sales Associate
2014-09-04 update person_title Maurica Easler: Associate Agent / Marketing => Member of the Business and Personal Sales Associates Team; Business Sales Associate / Marketing
2014-09-04 update person_title Michelle Sharp: Personal Lines Associate => Member of the Business and Personal Sales Associates Team; Personal Sales Associate
2014-09-04 update person_title Michelle Wehe: Personal Lines Associate => Member of the Business and Personal Sales Associates Team; Personal Sales Associate
2014-09-04 update person_title Myron "Mickey" Eichler: IC Sales Associate => Member of the Business and Personal Sales Associates Team; Business Sales Associate
2014-09-04 update person_title Pam Phillips: Member of the Retirement Planning & Wealth Advisors Team; Executive Assistant => Financial Department Administrator; Member of the Retirement Planning & Wealth Advisors Team
2014-09-04 update person_title Paula Coots: Associate; Agent => Member of the Business and Personal Sales Associates Team; Business Sales Associate
2014-09-04 update person_title Rachel Simmerer: null => Member of the Business and Personal Sales Associates Team; Administrative Support
2014-09-04 update person_title Rene Smith: Associate; Agent => Member of the Business and Personal Sales Associates Team; Business & Personal Sales Associate
2014-09-04 update person_title Rob Rea: IC Sales & Agribusiness Specialist; Agribusiness & Business Insurance Consultant => Business & Personal IC Sales Associate; Member of the Business and Personal Sales Associates Team
2014-09-04 update person_title Susan Jones: Multiline Managing Associate; Business & Personal Lines Consultant => Business & Personal IC Sales Associate
2014-09-04 update person_title Tim Khayat: Financial Managing Associate; Member of the Retirement Planning & Wealth Advisors Team => Member of the Retirement Planning & Wealth Advisors Team; Financial Sales Associate
2014-09-04 update person_title Vickie Williams: Multiline Managing Associate => Member of the Business and Personal Sales Associates Team; Personal Sales Associate
2014-07-31 insert person Michelle Sharp
2014-07-31 insert person Myron "Mickey" Eichler
2014-06-29 delete person Fred Kerestury
2014-03-24 insert person Cheryle Waller
2014-02-16 delete person Mary Delfs
2014-02-16 insert person Debbie Romano
2014-02-16 insert person Mary Collins-Davis
2014-02-16 insert person Rachel Simmerer
2014-02-16 update person_title Bev Drake: Reception => null
2013-12-22 delete person Deb Witt
2013-09-23 delete person Jason Knight
2013-09-23 delete person Karen Staley
2013-09-23 update person_title Bev Drake: Reception => Reception; Reception / General Sales & Service / Ohio
2013-09-23 update person_title Rob Rea: IC Sales & Agribusiness Specialist / General Sales & Service; IC Sales & Agribusiness Specialist => IC Sales & Agribusiness Specialist
2013-05-11 insert person Karen Staley
2013-05-11 update person_description Rob Rea => Rob Rea
2013-05-11 update person_title Bev Drake: Reception; Reception / General Sales & Service / Ohio => Reception
2013-05-11 update person_title Deb Witt: Associate; Member of the Executive Team; Agent; Associate Agent / Commercial Sales & Service / Ohio => Associate; Agent; Associate Agent / Commercial Sales & Service
2013-05-11 update person_title Fred Kerestury: Sales Associate; IC Sales Associate / Financial Sales & Service / Ohio; Member of the Executive Team => Sales Associate; Member of the Executive Team; IC Sales Associate / Commercial Sales & Service / Ohio
2013-05-11 update person_title Mary Delfs: Personal Lines Associate; Personal Lines Associate / General Sales & Service => Personal Lines Associate; Awesome Support Staff Member; Personal Lines Associate / General Sales & Service / Ohio
2013-05-11 update person_title Maurica Easler: Associate; Agent; Associate Agent / Commercial Sales & Service => Associate Agent / Marketing
2013-05-11 update person_title Paul Petrilla: Multiline Managing Associate; Multiline Managing Associate / General Sales & Service => Multiline Managing Associate / General Sales & Service / Ohio; Multiline Managing Associate
2013-05-11 update person_title Paula Coots: Associate; Agent => Associate; Agent; Associate Agent / Commercial Sales & Service
2013-05-11 update person_title Rene Smith: Personal Lines Associate; Personal Lines Associate / General Sales & Service / Ohio => Associate; Agent; Associate Agent / Commercial Sales & Service
2013-05-11 update person_title Rob Rea: IC Sales Associate / Agribusiness Specialist; IC Sales Associate / Agribusiness Specialist / General Sales & Service => IC Sales & Agribusiness Specialist / General Sales & Service; IC Sales & Agribusiness Specialist
2013-05-11 update person_title Tim Khayat: Member of the Executive Team; Financial Managing Associate; Financial Managing Associate / Commercial Sales & Service => Member of the Executive Team; Financial Managing Associate; Financial Managing Associate / Financial Sales & Service
2013-05-11 update person_title Vickie McDonald: CFO; Member of the Executive Team; CFO / Financial Sales & Service => CFO; CFO / Financial Sales & Service / Ohio; Member of the Executive Team
2013-05-11 update person_title Vickie Williams: Multiline Managing Associate / General Sales & Service / Ohio; Multiline Managing Associate => Multiline Managing Associate / General Sales & Service; Multiline Managing Associate
2013-04-16 delete person Alina Russell
2013-04-16 delete person Shanna Tokarsky
2013-04-16 insert person Deb Witt
2013-04-16 insert person Fred Kerestury
2013-04-16 insert person Jason Knight
2013-04-16 insert person Mary Delfs
2013-04-16 insert person Pam Phillips
2013-04-16 update person_title Bev Drake: Reception => Reception; Reception / General Sales & Service / Ohio
2013-04-16 update person_title Maurica Easler: Associate; Agent => Associate; Agent; Associate Agent / Commercial Sales & Service
2013-04-16 update person_title Paula Coots: Associate; Agent; Associate Agent / Commercial Sales & Service => Associate; Agent
2013-04-16 update person_title Rob Rea: IC Sales Associate / Agribusiness Specialist => IC Sales Associate / Agribusiness Specialist; IC Sales Associate / Agribusiness Specialist / General Sales & Service
2013-04-16 update person_title Tim Khayat: Financial Managing Associate / Commercial Sales & Service / Ohio; Member of the Executive Team; Financial Managing Associate => Member of the Executive Team; Financial Managing Associate; Financial Managing Associate / Commercial Sales & Service
2013-04-16 update person_title Vickie McDonald: CFO; CFO / Financial Sales & Service / Ohio; Member of the Executive Team => CFO; Member of the Executive Team; CFO / Financial Sales & Service
2013-03-08 delete person Marilyn Scott
2013-03-08 update person_title Maurica Easler
2013-03-08 update person_title Paula Coots
2013-03-08 update person_title Rob Rea