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Michael Feltman
Regional Wholesaler at Assurity
Professional Background
Michael Feltman is a dedicated and accomplished Regional Wholesaler with Assurity, where he plays an essential role in developing and implementing the territory strategy with his dynamic sales team. His primary focus is on driving regional success with distribution partners by specializing in a range of insurance products, including Individual Disability Income, Critical Illness, Term Life, and Whole Life insurance solutions. Michael's commitment to empowering individuals and families with essential financial products aligns seamlessly with Assurity's mission of helping people through difficult times, a promise that has been cherished since the organization was founded in 1890.
Assurity stands out for its altruistic commitment to corporate social responsibility and community involvement. As a mutual organization, Assurity does not operate for shareholders but instead prioritizes the interests of its policyholders, ensuring they receive the meticulous attention and care they deserve. Michael embodies this ethos in his approach to sales and customer relations, creating a supportive and responsive environment for both his team and clients. His experience has allowed him to cultivate strong relationships within the industry, contributing to his success as a wholesaler.
Education and Achievements
Michael pursued his education at Indiana University Bloomington, where he earned a Bachelor of Science degree in Kinesiology, focusing on Sport Marketing and Management. His academic background in kinesiology complements his understanding of teamwork, strategy development, and organizational effectiveness—skills that are vital in the insurance industry. The combination of his education and professional experience enriches his capability to assess client needs effectively and recommend the right solutions.
Throughout his career, Michael has gained extensive experience in various roles within the financial services sector. Prior to his current position at Assurity, he served as the Agency Brokerage Coordinator at MassMutual, where he coordinated agency operations to enhance workflow and productivity. Earlier in his career, he worked as an Internal Wholesaler and an Industry Analyst at Ash Brokerage, where he developed a deep understanding of market trends and insurance products.
Michael's career began in the financial services industry as a Financial Services Professional with WestPoint Financial Group. His journey also includes valuable internships, such as Guest Relations/Ticket Operations Internship with the Indianapolis Colts and a Business Operations/Marketing Internship at Millers Health Systems, Inc. These early experiences provided him with a solid foundation in customer relations, operations, and the importance of providing exceptional service.
Notable Achievements
In recent years, Assurity has been recognized as one of the best places to work in Lincoln, Nebraska, highlighting the company's commitment to employee engagement and satisfaction. With impressive rankings in the 91st percentile in Gallup's engagement survey, Assurity creates a work culture that both attracts and retains top talent while prioritizing employee well-being. This dedication to employee engagement is a testament to Michael's influence and leadership within the company, showcasing his dedication to fostering an inclusive and supportive workplace.
Moreover, Assurity's status as a B Corporation, certified in 2015 by the nonprofit B Lab, signifies its adherence to rigorous standards of social and environmental performance, accountability, and transparency. This distinction aligns with Michael's personal values, as he strives to make a positive impact not only through his professional role but also within the community and environment.
Conclusion
Michael Feltman's professional journey embodies a commitment to excellence in the insurance industry, particularly in the areas of wholesaling and client engagement. As a regional wholesaler at Assurity, he utilizes his extensive knowledge and experience to help individuals and families safeguard their financial future through essential insurance products. With a strong educational background, significant industry experience, and a fervent dedication to community well-being, Michael is a valuable asset to Assurity and an advocate for the principles of care and support that define the organization. In a rapidly evolving industry, his passion for helping others and commitment to doing good by doing well continues to shine, demonstrating that Michael Feltman is indeed unlocking potential and paving the way for successful collaborations in the world of insurance.
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Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Timeline: Shows your relationship history with each contact
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- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Mesh takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Mesh's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Mesh has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.