Steve Davis – Marketing – Principal
Steve entered the life insurance business in 1985 with Mutual of Omaha as a soliciting agent in Austin Texas. In 1987 he moved to Dallas and worked for Diversified Benefits/ Nationwide Life Insurance Co. in the payroll deduction and defined contribution pension markets. From 1989 to present he has been a marketing manager for Insurance Designers of Dallas. Over the years Steve has developed a significant following in the brokerage market for his expertise in many different areas including advanced markets, medical underwriting, and product/company selection. He assists brokers in multiple disciplines including life insurance, annuities, disability income and long term care insurance. His long established practice benefits the broker with an extensive knowledge of the life insurance industry and its many applications. A graduate from Texas State University in 1983 with a BBA, Steve is also a career long member of NAIFA.
John Davis Jr, CLU – Marketing – Principal
John Jr. is a graduate of the University of Houston and has been a marketing consultant with Insurance Designers since 1992. Over the last two decades John has worked with hundreds of North Texas producers helping in pre-sale case design and assisting at the point-of-sale. With extensive knowledge of life, disability and long-term care products, medical underwriting, and innovative advanced planning concepts, John provides the producer with a significant value proposition. John holds the Chartered Life Underwriter designation from The American College and is a member of The American College Alumni Association.
Patti Bennett, CLU – Quotes/Illustrations, Product Specialist
Patti is a cum laude graduate of Louisiana Tech University with a Bachelor of Science degree in Finance. She received her CLU designation in 1996. Patti worked in a life insurance regional sales office until leaving to help John Davis when he started Insurance Designers in 1986. Patti’s main focus is to assist agents in determining the best carrier and product fit for their clients. She helps agents and financial advisors with client solutions, policy illustrations, policy review and point of sale client presentations.
Cindy Carrell – New Business Case Manager, In-Force & Policy Service
Cindy joined Insurance Designers of Dallas in 1994. Though Cindy’s primary support role is case management for life insurance, she also manages new business for disability, Medicare supplement, and both short term and permanent medical insurance applications. Cindy works diligently to be sure each case is handled efficiently and professionally and maintains an attitude that each case is important to the overall success of Insurance Designers of Dallas.
Britney Murphy – New Business Case Manager, In-Force & Policy Service
Britney joined Insurance Designers of Dallas in January 2009 as our receptionist. Britney started working as a part-time Case Manager in April 2014 while maintaining her receptionist position, and moved to Case Management full-time in July 2017. Since then she has handled New Business and provided support for inforce & policy service requests. Britney is available to help agents with online applications as well as information needed regarding pending cases. Britney strives to provide top of the line customer service and support to all of our agents in a timely manner. Britney completed the NAILBA University BGA Employee Training series in January 2019. She is currently enrolled in NAILBA’s Case Manager Certification program to further her knowledge and obtain a CCM designation. In Britney’s free time she enjoys spending time with her husband and their 2 children.
Lori Patek – New Business Case Manager, In-Force & Policy Service
Lori joined Insurance Designers of Dallas in July 2014. She is an experienced insurance professional in case management, underwriting and customer service. Her expertise is guiding agents through the application and underwriting process. She diligently interacts with insurance carrier personnel including underwriters and medical directors to ensure the best offer is obtained for each case.
Mia Burnett – Receptionist/Administrative Assistant
Mia joined Insurance Designers of Dallas in January 2023.