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MOTUS INSURANCE SERVICES

Motus Insurance Services (“Motus”) is a wholesale insurance broker.  We were founded in 2017 to provide a new line of insurance products specifically designed around the needs of common interest development (condominium) owners.  As a wholesale broker, we sell our product through appointed retail insurance brokers who also specialize in the needs of condominiums.  As a broker we are legally obligated to work in the consumer’s best interests rather than the insurance company’s best interest.

Dan Wallis

Founder and CEO

Dan Wallis founded Motus Insurance Services and is the co-inventor and mastermind behind the Common Interest Development Unit-owners policy that finally allows condominium owners to access an earthquake product with underwriting precision and expanded coverage tailored to the unique exposures of each specific association. Daniel continues to work with Motus’ underwriting partners and insurance carriers to alter and improve our product offerings.

Dan Wallis has over 15 years of experience in the insurance industry and is a third generation insurance professional. Before starting Motus Insurance Services, Dan, was the Vice President of Wallis & Wallis Insurance Brokerage, a family run brokerage that specializes in the needs of

homeowner associations. It was in that time that Dan realized there was a growing and desperate need for a sensible earthquake product for associations that could lower premiums while offering coverage tailored to the needs of each association.

Dan holds the two premier designations in the insurance industry, Chartered Property Casualty

Underwriter (CPCU) and Commercial Lines Coverage Specialist (CLCS)

He holds a Bachelor of Arts degree in History from Brown University.

Alex Jeffers

CFO

Alex Jeffers is a financial professional with over 10 years of experience in investment banking.  He has raised billions of dollars and advised on numerous M&A transactions for companies in a wide range of industries.  Prior to earning his MBA, Alex worked as a consultant in the enterprise software industry.

Alex holds a Masters of Business Administration from the Haas School of Business at UC Berkeley and a Bachelor of Arts degree in Physics from Pomona College in Claremont, CA.

Bob

Bob Kimmel

Board of Directors

Bob Kimmel is the President and CEO of K2 Insurance.  He has held the operating senior leadership position of K2 Insurance Services since its establishment in 2011.

Bob Kimmel has over 20 years of experience in the Property and Casualty Insurance industry, prior to forming K2, Bob was Executive Vice President of Guy Carpenter & Company, LLC’s Program Manager Solutions Group Specialty. In this role, Bob was responsible for growing all revenues associated with Managing General Agencies (MGAs). He developed extensive relationships with MGAs and has a significant amount of experience in proactively identifying successful MGAs. In addition to MGAs, Bob maintains deep relationships with management teams of numerous issuing companies interested in program business.

Prior to joining Guy Carpenter in April 2009, he was the co-leader of Collins’ sales and service operation, developing and implementing marketing strategies and tactics for the company. During his tenure in this position, Collins enjoyed annual growth rates in excess of 25%.

Bob began his career as a reinsurance intermediary with E.W. Blanch Company in 1991. He transferred to the company’s San Francisco office in 1993 to work on the west coast worker’s compensation team. He joined Collins in 1998, where he led the opening of the company’s San Francisco office. Bob has specialized in property and casualty business, including earthquake coverage and program business, for more than ten years.

He holds a bachelor’s degree in finance from Arizona State University.

Marcia Caporn

General Counsel

Marcia Caporn specializes in all areas of employment litigation and commercial litigation. She works closely with the team on all breach of contract, fraud, wrongful termination, retaliation, employment mobility, trade secret, and other complex litigation matters.

During law school, Marcia clerked on an appellate brief for the Capital Justice Project, mediated over 100 limited jurisdiction matters for Santa Monica Superior Court, and worked for Chapman Glucksman and Dean .

Marcia also worked in the District Attorney’s Office of Santa Clara County. After the DA’s office she opened her own office and worked with clients in wide range of matters, including defamation, breach of contract, DUIs, and partner disputes. Marcia has tried 15 jury trials, 3 court trials and 7 traffic court matters. Her jury trials include cases involving vehicle manslaughter, defamation, animal cruelty, DUI, hit and run, and sexual battery. She is also a co-founder of TalentTraders.

UNDERWRITING PARTNER: AEGIS SECURITY

Our underwriting partner is Aegis Security Insurance Company — an “A” rated insurance company admitted to do business in the State of California.