Our Purpose
We exist to build the most successful small and medium-sized insurance companies in the world.
Marti Daniels
SVP Business Development at FiveM
“We all take pride and ownership of the company’s performance, and it shows in how approachable, engaged, and collaborative everyone is. Backed by a team of experienced insurance professionals and energized daily by Miguel’s inspiring leadership. FiveM is a special place to be.”
Redefine insurance modernization using a data-centric approach and decades of expertise to create simplicity, strategic focus, and new growth opportunities.
We accomplish this through our deep expertise, comprehensive strategy development, and technological innovation to tackle process inefficiencies and technical debt. We partner closely with our clients to optimize every aspect of their operations from distribution strategies to
technological modernization.
Mid-market insurance companies are outperforming larger organizations, leading the industry in growth and customer satisfaction.
We have a pivotal role in transforming the insurance
landscape, making it more agile, efficient, and
responsive to the evolving needs of consumers. We see a world where insurance is not just a necessity but a
strategic advantage for our clients, enabling them to
exceed expectations, capitalize on new opportunities, and set new standards in the industry.
“Miguel is always pushing for feedback and challenging us to think differently. We are all continuously contributing to the success of FIVEM and our clients.”
David Janas
PMO Strategist at FiveM
We are self aware and authentically true to ourselves and others.
We have a passion for learning and charting new paths.
We follow through on our promises, lead with integrity, and always have the best interest of others in mind.
We are passionate innovators driven to achieve the greatest level of success for ourselves and our clients.
We support one another and are empowered by our unique and invaluable experiences. We are unafraid to take risks.
We are passionate innovators driven to achieve the greatest level of success for ourselves and our clients.
We support one another and are empowered by our unique and invaluable experiences. We are unafraid to take risks.
We are passionate innovators driven to achieve the greatest level of success for ourselves and our clients.
We support one another and are empowered by our unique and invaluable experiences. We are unafraid to take risks.
Meet the Team
We are grounded in the belief that small and mid-sized insurance companies have the potential to lead the market through innovation, efficiency, and superior customer service. We are dedicated to taking our decades of industry experience to redefine what’s possible in insurance, successfully guiding companies through the complex landscape of modernization, growth, and profitability.
Our commitment is to empower our clients and each other to safely navigate the future with confidence and strategic agility.
Founder & Principal Consultant
Influencing Change: Transformation, Modernization & Crisis Management
Miguel thrives on taking on difficult and strategic challenges. He leverages his strength to paint a vision, communicate and rally support for the seemingly impossible. Beyond the thrill of technology, Miguel is especially motivated by seeing the results of his unique leadership style that proven successful when it comes time to moving large groups of people to do difficult things.
Having worked for notable industry brands such as Willis Towers Watson, Allstate, and Pan-American Life Insurance Group - across a broad array of business and technology, Miguel brings a host of experience that spans multiple lines of business and distribution models.
In addition to Miguel’s professional career, he served on the Boards of the Hubbard Street Dance Company and Chicago Chapter of the Association of Latino Professionals for America. He was recognized by Chicago United as a 2019 Business Leader of Color, is a 2018 Fellow of Leadership Greater Chicago, and is an Adjunct Faculty Member at the Lake Forest Graduate School of Management. Miguel received an MBA from Rider University and a BS in Business Administration from Metropolitan College of New York.
Managing Director
Frank comes to us from Grant Thornton’s Insurance Strategy Practice where he led corporate and growth strategy initiatives across multiple lines of business. Projects included launching fully-owned or joint venture MGAs, bringing to market new products, developing product turnaround strategies, and providing exposure analyses during M&A diligence.
Frank was originally an operations leader focusing on continuous improvement and creating new capabilities to respond to changing CPG markets. Most notably, he led organizational change at PepsiCo as the firm prioritized entering and growing e-commerce presence. He has also led startups through launch and growth stages.
He is a licensed life insurance producer in Illinois, earned an MBA from the Kellogg School of Management and his BA from Marquette University.
SVP, Salesforce Delivery
Kevin joins FiveM following more than eight years at Salesforce, where he served as Portfolio Services Leader and Principal Program Manager within Salesforce Services. During his tenure in the Communications, Media, and Technology operating unit, Kevin led large-scale transformation initiatives for clients in telecom, high-tech, and internet services consistently delivering results in complex, multi-cloud environments.
Prior to his time at Salesforce, Kevin spent several years at CSAA Insurance and successfully operated his own consulting firm for 15 years, further deepening his expertise in driving business outcomes and strategic change.
Kevin earned his BA in Information Science from Claremont McKenna College and his MS in Management Information Systems from Claremont Graduate University. He is also 14x Salesforce certified including a certified Application Architect and certified B2B Solution Architect.
Senior Vice President, Business Development
With over 30 years of experience in the Property & Casualty insurance industry, Marti brings unmatched depth across every line of business. Her career spans the full value chain—sales, marketing, project leadership, customer success, and training—across carriers, technology vendors, BPO firms, and insurance consulting services. She’s walked in the shoes of the buyer, the seller, and the operator. That 360° view makes her a true force in navigating client challenges and delivering high-impact solutions.
Her passion and collaborative approach help connect key decision-makers with the right resources and solutions to move forward with confidence. She knows how to ask the right questions, align with business goals, and build momentum that drives progress.
Marti is a licensed General Lines P&C Insurance Producer in Texas and holds a Bachelor of Arts in Communications from the University of San Francisco . With a thoughtful, client-first mindset and decades of industry insight, she is a trusted partner for teams navigating change and innovation.
Senior Consultant, PMO Strategy
David is an expert PMO strategist. His 17 years of experience in IT spanned roles from business analysis, QA, project, portfolio, and PMO management with 12 of those years in the insurance industry. David has an emphasis on data driven-decision making, process optimization, and value realization. Projects have included implementations with Guidewire, HRIS, SAP Concur, Power BI, Cognos, and Microsoft SQL Server.
He is a Certified Scrum Master, a Certified Professional in Business Intelligence, and holds an MBA and Software Engineering Masters from Penn State University.
Digital Marketing Director
Elizabeth is a cross-disciplinary digital marketer and creative strategist with a passion for building meaningful, measurable brand experiences. She holds a Master’s in Digital Audience Strategy from Arizona State University and a Bachelor’s in Digital Media from the University of Central Florida.
Elizabeth leads FiveM's brand and campaign strategy across all digital channels—driving growth through innovative content systems, multi-platform storytelling, and data-backed decision making. A certified Microsoft Advertising Professional, Elizabeth blends strategic thinking with hands-on excellence. She is known for her technical fluency, creative leadership, and belief that the most powerful marketing happens where strategy meets story.
Senior Consultant
Kelly adds her 20 years of leading complex projects for insurance and financial organizations to the FiveM team. Projects have included data and document migration, IT infrastructure, data analytics, data governance, underwriting process automation, M&A, and IT security. In addition, Kelly's project experience has spanned across multiple initiatives and functions which allows her to translate among business, technical, and financial operations. Kelly has worked with organizations such as Hiscox, AIG, Farmers, and Riverstone to name a few.
Kelly is a Project Management Professional, Certified Scrum Master, and Certified Product Owner and holds an MBA in Finance and Management and a Bachelor’s in Accounting from the University of South Florida.
Senior Business Analyst
Iwona is a Senior Business Analyst with over 20 years of experience in the insurance industry and holds a double MBA from Montclair State University. As an exceptional business consultant, she thrives in both Agile and Waterfall project methodologies, leveraging her superb skills in requirements gathering, technical writing, and workflow development. Iwona is dedicated to excellence, consistently helping businesses achieve their highest potential. As a liaison among various stakeholders, she has extensive experience creating a range of materials, including business requirements documents (BRDs), current vs. future process documentation, and training manuals.
An accomplished trainer, she focuses on understanding her audience to deliver clear, user-friendly material. Her meticulous attention to detail shines through in her outstanding workflow diagrams and business requirements documentation. With a passion for optimization and efficiency, Iwona's analytical and consultative skills enable her to deeply understand end-user needs and expectations from organizational systems. Developing effective and sustainable solutions, along with tailored delivery and training methods, has been a cornerstone of her career. Currently, Iwona is pursuing a nationally recognized Business Analyst certification to further enhance her expertise.
Get the Free Guide
Innate to his human nature, Miguel has a reputation for leading with love. That is, being compassionate, pushing others to strive for excellence to realize their full potential, and being direct. He recognizes to retain top talent, they must feel and know they are invaluable to the company and that the company makes them even better than they dreamed. He’s taken his experience leading teams across organizations to take servant leadership to the next level.
Free e-book
FiveM has extensive experience advising leaders on modernization initiatives, resulting in valuable insights and “The Five Key Lessons” for digital transformation.