Kim Gray -kim@bwpartners.com
Vice President Operations
- New Member / Shareholder Setup
- Conference and Meetings
- Budgets & Accounting
- Liaison with all Carriers
- Day-to-Day Operations & Staff
- Seg Fund LOI
Angela Pennell - angela@bwpartners.com
Assistant VP of Operations
- Escalations for New Business and Inforce
- Conference & Meetings
- Orientation of Advisors and staff
Heather Doucet -compliance@bwpartners.com
Compliance Officer
- Data Integrity
- Compliance tracking for all assigned members
- First point of contact for any compliance issues
newbusiness@bwpartners.com
New Business Case Coordinator
- Data Integrity
- Compliance and U/W tracking for all assigned members
- First contact for all new business inquiries
inforce@bwpartners.com
Inforce Case Coordinator (English)
- Contact for all inforce inquiries
- Contact for all investment inquiries
Sara MacKenzie-Clarke - commissions@bwpartners.com
Compensation Manager
- Breakdown of Commission Statements
- Commission Posting
- Commission inquiries
- Escalation for commission inquiries
Kristen Fowler - commissions@bwpartners.com
Compensation Coordinator
Kelly Westheuser - contracting@bwpartners.com
Contracting Specialist
- Contracting for all Carriers
- APEXA Online Contracting System
- Block Transfers (Life & SegFunds)
- Advisor VirtGate Access
- MDR Qualification Letters
- Orphaned Policies
- E&O and License tracking
Meghan Lafferty meghan@bwpartners.com
Director of Technical Security
- CITS data feeds
- Member of CLIEDIS
- Newsletter and Communications
- Member of the Training Team
- VirtGate Staff Access
- Carrier Website Access
- 3rd Party Software Access
billing@bwpartners.com
- Account Receivables/Payables
Conferences - conference@bwpartners.com
- For any conference-related inquiries
administration@bwpartners.com
- Day-to-day office administration
- Mail and Phone distribution
- Posting documents to VirtGate
- Ordering forms for Member Firms
- Premium and Lapse Notice follow-up program
Barrington Training Team - access@bwpartners.com
- Life Insurance VirtGate Training
- FundServ VirtGate Training
- Commissions Training
- New Technology Training
- Orientation Processing Training
- APEXA Training