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Brett Fulmer
"Broker Brett" at Newport Beach Insurance Center LLC - - FINAEO US Ambassador - - Startup Advisor + Podcaster - - Maxwell Ins for Group Benefits
Professional Background
Brett Fulmer is a dynamic and skilled Managing Broker at Newport Beach Insurance Center, where he plays a pivotal role in advancing the organization's digital strategy. This initiative is essential to accommodate Personal, Commercial, and Life Insurance needs across the nation. With Brett's leadership, the firm is not only enhancing its service offerings but is also staying at the forefront of digital innovation in the insurance sector.
In addition to his main role in Newport Beach, Brett is also associated with Maxwell Insurance, where he focuses on creating marketing strategies for Group Benefits. This role allows him to explore the nuances of communications within the insurance field, ensuring that clients receive tailored solutions to their needs.
Brett’s involvement with FINAEO, a forward-thinking InsurTech start-up based in Toronto, Canada, showcases his commitment to revolutionizing the financial planning space. Serving as the US Ambassador, he is instrumental in marketing, compliance, and forming partnerships. His efforts in this area contribute to the company's goal of digitizing traditional insurance frameworks, making financial planning as accessible as modern e-commerce.
Also noteworthy is his enthusiasm for tech-savvy projects within the insurance industry. Brett's work encompasses InsurTech initiatives that seek to integrate traditional insurance practices with innovative technology. His advisory role at Juniper Labs, which was acquired by NEXT Insurance, highlights his expertise and insight into the startup ecosystem, particularly in SEED-stage discussions, making him a respected figure among emerging insurance businesses.
To encapsulate various projects and his extensive career in the insurance landscape, Brett established BrokerBrett.com. This platform serves as a resource for startup insurance needs while also showcasing Brett's diverse capabilities in the field.
Education and Achievements
Brett Fulmer began his academic journey by pursuing a Bachelor’s Degree in Comparative Religions at California State University-Fullerton. His diverse educational background enables him to approach challenges in insurance with a unique perspective, enhancing his ability to relate to clients from various backgrounds. This foundation not only sharpens his critical thinking skills but also demonstrates his ability to connect with different cultures and perspectives in a highly competitive industry.
His professional development is complemented by various certifications that reinforce his expertise. Brett is certified in Cyber Insurance Training, a vital competency given the increasing threat of cyberattacks on businesses worldwide. Additionally, he holds a Social Media Marketing certification from Hootsuite, equipping him with modern strategies to connect with clients and promote insurance products effectively. He is also Project Management Certified through UCI, reflecting his ability to manage projects efficiently and achieve organizational goals.
Achievements
Brett's numerous roles in prestigious organizations speak volumes about his influence in the insurance industry. His position as Managing Broker and his previous partnership at CaptaIMS illustrates his leadership capabilities and entrepreneurial spirit.
His experience as a US Ambassador for FINAEO and pivotal roles within Maxwell Agency Insurance Services reinforces his marketing prowess and dedication to modernizing insurance practices. Additionally, his background as a social media manager and insurance broker at Roger Stone Insurance Agency adds to his comprehensive understanding of client needs and market trends, helping him remain at the cutting edge of industry changes.
The heartfelt contributions Brett has made through hosting and contributing to The Attachment Point News Roundtable and writing at Insurance Nerds display his willingness to engage with the broader community in insurance. Sharing insights and knowledge helps elevate the conversation around industry challenges and innovations.
As a Board Advisor at Juniper Labs, Brett successfully guided the start-up in navigating the complexities of the insurance market, concluding in the company's acquisition by NEXT Insurance, a testament to his astute advisory capabilities.
Brett Fulmer is not only a resourceful leader in the insurance sector but also a forward-thinking innovator striving to meld technology and traditional practices to create a future-ready insurance landscape. His commitment to his clients and his passion for enhancing the digital strategy across various insurance platforms will ensure he continues to make waves in the industry for years to come.
Highlights
A huge shoutout and thank you to Matthew Glidden for crushing the set-up for our first-ever Broker Brews golf tournament!! He did an amazing job masterminding the whole thing.
A huge thank you to our Title Sponsor D. Spencer Witcher Jr. of Smart Choice®, your early buy-in was an incredible help in making this thing happen on a tighter timeline. Shoutout to our Premium Sponsors BBSI and Top Premium Finance Company for helping anchor this event, and our amazing Tee and Beer Sponsors.
Thank you Laura Matsuno for being the glue that held the day together, thank you Trevor Sybert, Austin Hugh, D. Spencer, Matthew Glidden, my wife, and Ryan Wakely, CPCU, ARM (and more) for the prep help.
Thank you to our Beer Sponsor Eric Stansell of Cut N Dry Restoration and Trevor Hayes, CIC, Christopher Zimmerman, and Chapman Crafted Beer for leading the afternoon charge.
It was a ton of fun having a Hole In One Car Sponsor, thank you Todd Fulmer and Billy Adams of Irvine Acura! www.irvineacura.com
Third Place went to Smart Choice®'s D. Spencer Witcher Jr. Mark Zdonek and Shawn Blattenberger
Team Kane came in second place, Michael J. Kane, Jeff D., Stephen Torress, and Tyler Brooke
And our First Place, first-ever Broker Brews golf tournament champions were Team Wolverine! Russell Werts, Sean Drumm, Eric Terrazas, and Dan Kause
Katherine Pope, Esq. crushed the individual comp awards as well!!
Thank you again to our amazing Tee Sponsors:
- Carlos B of IC INSURANCE ACADEMY
- Trevor Sybert of ISC (Integrated Specialty Coverages, LLC)
- Michael Salem of www.Renew-IQ.com
- Jim Anderson of Ledgebrook
A huge shoutout and Thank you to Young and Jose at Green River Golf Club! The course, staff, and food were all amazing.
Sales can be wild! It's way better building business with friends. I am very grateful for the community we're all building in Broker Brews.
Cheers
It's hard arduous work running a golf tournament, sometimes you gotta go out and play a round to check out the course and dial things in! The course looked great and the staff is excited to have our Broker Brews crew out.
Some last-minute spots opened up if anyone wants to jump in! Please message me or Matthew Glidden if you'd like to join us for golf (Golf, Drinks, Dinner, Prizes $100) and or dinner (Yard Games, Cocktail Hour, Dinner $50).
It was a lot of fun stopping by Irvine Acura, the 2024 Intgras look great. Come on out for a chance to win one thanks to our Hole-In-One car sponsor, Irvine Acura! Thanks again Todd Fulmer and Billy Adams of www.irvineacura.com.
A huge thank you to my wife for joining me and Matt on Sunday, playing, the help planning and all the support, and thank you again to our amazing sponsors:
Title Sponsor - D. Spencer Witcher Jr. of Smart Choice®
Premium Sponsor - David Marais, Carolina Bunyea PHR, SHRM-CP., Savannah Freburg, & Nick Ritz of BBSI
Premium Sponsor- Joshua Pena of Top Premium Finance Company
Tee Sponsors
- Carlos B of IC INSURANCE ACADEMY
- Trevor Sybert of ISC (Integrated Specialty Coverages, LLC)
- Michael Salem of Renew-IQ.com
- Jim Anderson of Ledgebrook
Beer Sponsor - Eric Stansell of Cut N Dry Restoration (Chapman Crafted Pilsner + Hamilton Family Cactus Jack)
Please reach out to me or Matthew Glidden if you have any related questions or would like to hop in to play or join us for golf and or dinner, thank you again for all the support, Cheers!
#OCnetworking #IEnetworking #SoCalsmallbusiness
