August 29, 2014
CAI Insurance Agency
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Main Office

2035 Reading Road
Cincinnati, OH 45202

Agents

Carl Schlotman, III
President, CEO, CPCU, CIC

Phone: 513-221-1140 Ext: 7503
Born and raised in Cincinnati, Carl attended St. Xavier High School and the University of Cincinnati. He began his career as an underwriting trainee at Crum & Forster.  He has spent time in all areas of the insurance business from personal lines to employee benefits.  As an accounting major and business owner, his strengths are listening to the business owners needs and customizing solutions to minimize their cost on insurance while controlling their risk.  He enjoys a philosophy on constant improvement for his team and their clients.  Carl is married to his wife Edy,  and they have two boys, Carl IV and Nick.

Mike Schlotman
COO, Risk Consultant

Phone: 513-221-1140 Ext: 7504
A native of Cincinnati, Mike attended St. Xavier High School (1988) and continued on to Miami University (1992).  Mike joined the agency in 1992 and began in property casualty sales.  As Mike's passion for the company grew and he began to specialize in New Agent Development and Operations.  In 2002, he was Named Vice President and Partner. Since 2006, Mike has been the Chief Operations Officer focusing on New Agency Partnerships and Long Range Operational Development.

Jimmie Foster
Vice President of Sales and Consulting

Phone: 513-221-1140 Ext: 7511

Jimmie Foster was born in Cincinnati, OH in 1970. He was employed by Prudential Health Insurance early in his career and obtained extensive insurance training and education throughout his tenure there. After the local Prudential office closed their doors in December of 1997, he was employed at CAI/AEBS serving as a consultant in the TPA helping streamline workflow and systems. In 2000, Jimmie received his property and casualty license and for the next year and a half developed his sales acumen and began to build solid professional relationships. It was at this point that he was asked to manage the agency's fully insured employee benefits department.  At the time only one person was handling new business and renewals. With significant growth under Jimmie's leadership, CAI's employee benefits department has grown into one of the tri-state's leading consultants in the industry. There are now seven employees on staff in the employee benefits department. Jimmie sits on several carrier advisory boards and works closely with carriers and clients finding unique solutions to their employee benefit needs. Jimmie has been married for 21 years and has four sons. He is active in youth athletics and has been coaching football and baseball for 16 years. He and his family live in the White Oak/Montfort Heights area.


Kevin Schlotman
Vice President Operations, CIC

Phone: 513-872-7505 Ext: 7510
Kevin specializes in providing risk management & employee benefit services for new ventures, mid-size companies and middle to high income families. He has served as a Commercial Underwriting Trainee for CNA (a multi-national insurer), as well as an IT director, manager of business insurance marketing, and professional liability specialist during his 10 years with CAI.  He is currently responsible for the operations of CAI's Third Party Administration services - Benovation.  His objectives with Benovation include increasing operational efficiency via utilization of technology and implementation of the TPA's innovative products and services.  Kevin achieved his designation as a Certified Insurance Counselor (CIC) in 2005.  He graduated from Indiana University (BS Finance Bloomington, '95) and Moeller High School ('91). Kevin lives in Hyde Park with his wife Jennifer and daughter Annabelle.

Bill Luning
Vice President, CIC

Phone: 513-221-1140 Ext: 7722
Bill is responsible for presentation and delivery of CAI Agency's Insurance Services to clients and prospects.  He coordinates insurance and risk management services for his clients provided by CAI personnel & insurers. Bill has 30 years of experience in the business insurance industry. He has past experiences as an agent/broker, risk manager, underwriter, and loss control engineer allowing him to be a "creative problem solver" with clients and prospects.  His advice and recommendations will enhance a clients insurance coverage program while also typically reducing costs without sacrificing coverage.  His client base ranges from a two person small business to organizations with international risk exposures and over $1 billion in sales.  He works with service risks, manufacturers, contractors, technology companies, non-profits, trucking, and many others.  He is a certified insurance counselor (CIC) and holds a BS in Fire Science and Safety Administration. He has been awarded various technical excellence and customer service awards during his career.

Doug Massa
Vice President, CLU, ChFC, RHU

Phone: 513-221-1140 Ext: 5893
Doug is part of the Massa family insurance legacy. Doug's Grandfather, Art Massa, his Uncle, Robert Massa, and his Dad, Jerry, all had careers in the insurance industry. Doug joined his dad at CAI in 1983.  Jerry was one of the original agents recruited by Carl Schlotman Sr. to form CAI.  Doug is a graduate of St. Xavier High School and a Magna Cum Laude graduate of Xavier University with a Bachelor of Science in Marketing.  He holds Chartered Life Underwriter, Chartered Financial Consultant, and Registered Health Underwriter designations from the American College.  In 2008 and again in 2009, he was named in Cincinnati Magazine as a Five Star Best in Client Satisfaction Wealth Manager in the insurance category.  Doug is active volunteer at his parish, St. Ignatius in Monfort Heights.  He is involved in coaching, as well as fund raising projects for a sister parish in Guatemala.  Doug is married to his wife Mary and the proud father of three boys.

Paul Young
Vice President Commercial Insurance

Phone: 513-221-1140 Ext: 5897
Paul Young is a native of Greater Cincinnati.  Paul was awarded his Bachelor of Science degree in Business Administration from The University of Indianapolis.  His introduction to the insurance industry was as an underwriter for a local insurance company. Paul has worked for two large insurance brokers in the Midwest prior to joining the CAI team in 2007. Paul Brings a strong carrier relationship to CAI which will help bring in new markets and ideas.

Bob Sauter
LUTC, CLU

Phone: 513-221-1140 Ext: 5891
Bob has been in the insurance business for 40 years. Before joining CAI Insurance, he was the President of Circular Planning for 28 years. He began in the insurance business with Paul Revere specializing in disbility insurance. He has his LUTC and CLU designations. Bob is married and has 3 daughters, 2 sons, 6 grandchildren and one great-grandchild with one more of each on the way.

Jim Schlotman
Secretary/ Treasurer

Phone: 513-221-1140 Ext: 7502
James T. Schlotman brings more than three decades of insurance industry experience to the company started by his father in 1955.  After graduating with high honors from the University of Cincinnati, where he earned BBA in Finance and Insurance, Jim went on to the University of Cincinnati College of Law and earned his Juris Doctor degree. Jim serves as corporate Secretary and Treasurer for the agency and provides oversight in many areas.  Jim has applied his legal training to many areas of the insurance and financial industry specializing in the qualified retirement and health plan market.

Tom Macey
AEBS - Marketing & Sales

Phone: 513-872-7505 Ext: 7525
Tom specializes in 401(k) and pension administration and design to the small and middle market employers for AEBS, the firms Qualified Plan Administration branch.  He brings over 10 years of experience in financial services including insurance planning, banking, and qualified retirement plans. Currently, he is licensed in life and health and property and casualty insurance in Ohio. Tom is originally from Chagrin Falls, Ohio and currently resides in Finneytown with his wife, Erin, and three daughters, Lindsay, Emily and Madeline.  Tom is a graduate of the University of Cincinnati with a B.S. in Business Administration.

Sue Lamb
Licensed Benefit Specialist

Phone: 513-221-1140 Ext: 7693

After graduation from Northern Kentucky University in 1989 and obtaining her insurance license the same year, Sue Lamb has immersed herself in the development, marketing and servicing of employee benefit plans.  In 1993 she was invited to move her agency into the growing region of Clermont County, Ohio by an existing member of the Clermont Chamber of Commerce and  the Chamber President himself.  In turn, the trio developed and established the first "Clermont Chamber Health and Dental Plan" available to Chamber members through ChoiceCare, Employer’s Health, and Humana. The plans eventually evolved into the Cincinnati USA Regional Chamber/Clermont Chamber Dual Membership Plan, which is still in existence today with Humana. The mission at the Wright-Lamb Agency has always been simple - value and cultivate relationships.  Take the time to listen to all aspects of a client's needs. In turn, apply the agency's extensive market knowledge and service experience to those needs. This results in a benefit plan and a client relationship that is the utmost secure and sustainable at all times. In 2008 Wright-Lamb Agency received its most admired award, the Cincinnati USA Regional Chamber /Clermont Chamber "Agency of the Year" Award. Sue and her husband Greg have three children - Melinda, 10, and twin boys John and Robert, 7,  pet terrier dog, Parker and their two green anole lizards Big Daddy and Geicko.  Sue is very involved in Saint Aloysius Gonzaga Church and School, Greg is the Service Technician for American Heating & Air, he loves golf and the three kids are avid baseball players.


Carl Schlotman, Jr.
Chairman, CLU,ChFC

Phone: 513-221-1140 Ext: 7500

Dave Schlotman

Phone: 513-221-1140 Ext: 7501
Dave Schlotman graduated from the University of Cincinnati in 1965. He has been with CAI Insurance Agency for 43 years.  Dave's primary background is in property & casualty insurance - primarily serving the manufacturing & machining industry, restaurants and professional service firms.

Marv Schubert

Phone: 513-221-1140 Ext: 7527

DeNise Buren

Phone: 513-221-1140 Ext: 7725
DeNise Buren has over 24 years experience in the insurance industry. DeNise is active with the Northern Kentucky Chamber of Commerce and the National Association of Insurance and Financial Advisors. She acts as an advocate for over 100 employers in the tri-state. DeNise's proficiency and energetic nature have helped sustain the constant growth of the agency while building lasting relationships with clients. She is well versed in health care issues and approaches employers and individuals with an innovative edge providing the right products to fit each customer's needs.

Melissa Lusby

Phone: 513-221-1140 Ext: 7709
Melissa A. Lusby is a licensed agent specializing in group insurance plans.  Her responsibilities include servicing existing clients and introducing new clients to the products and services offered by CAI Insurance.  Melissa began her insurance career in 1972 as a secretary and office manager for a national life insurance agency.  Melissa was able to acquire the experience and move into insurance administration.  She acquired both her life and health insurance licenses and now offers both sales and service expertise and experience to clients. She has built a solid reputation with the health insurance carriers in the Cincinnati community and has qualified for some of the industry's highest achievements. Melissa is active in both business and community groups and organizations.  As an advisor and mentor to business women, she provides help to them in exploring and choosing financial plans and services to meet their specific needs. In the community, she has been a dedicated volunteer, especially in youth and educational related activities. She is a generous supporter of Dixie Heights High School sports programs. Her son, Anthony (Tony) McCormack, joined her agency in 2005 and is now working jointly with Melissa providing property & casualty solutions to her current clients.

Mike Bergman

Phone: 513-221-1140 Ext: 7508
Mike began his career in the insurance industry in 1981 at the R.O. Bergman Insurance Agency where he worked along side his grandfather, father and sister. He is a graduate of St. Xavier High School, class of 1979, and of Xavier University, with a Bachelor of Science in Finance. He became a Certified Insurance Counselor in 1984. Mike has been an active member of All Saints parish in a variety of capacities including coaching, Bible study group leader, and serving as Cub Master for the Boy Scout program. He has also contributed as a Montgomery Swim & Tennis Club board member during the construction of the current location. Mike joined CAI Insurance in 2005.

Roy Johnson

Phone: 513-221-1140 Ext: 5892
Born and raised in North Dakota, Roy received a BS Degree in Business Education from Valley City State College, Valley City, N.D.  He is married with three grown children and one grandchild. Roy has over 40 years insurance industry experience. In his free time he is an avid golfer, home handy man and wood working is his hobby.

Scott Miller

Phone: 513-221-1140 Ext: 7721
Scott Miller joined CAI Insurance Agency in 2008 and previously held several positions with other agencies and companies during his 23 years in the insurance industry. He specializes in business insurance but works in conjunction with the group health benefits and personal lines department and other experts aligned with CAI Insurance Agency to provide the products and services which provide the most effective and cost efficient solutions. Scott holds a Bachelors Degree in Organizational Communication from the Scripps College of Communication at Ohio University. He's also actively involved in his church, Mason/Deerfield Rotary, and numerous other community programs.

Tony McCormack

Phone: 513-221-1140 Ext: 7706
Tony is an independent agent and began with CAI Insurance in 2005. His book of business focuses on employee benefit plan designs for employers with 50 plus employees, commercial lines and high net-worth personal lines insurance.  His specializations include restaurants, non-profit organizations, daycare centers, contractors, as well as doctors groups. Tony is an Alumni of Dixie Heights High School and the University of Kentucky where he graduated with a Bachelors Degree in Communication. Tony's experience consists of serving as a new business manager for a large brokerage firm and an account manager for over 50 employee groups.  Tony is licensed in Kentucky, Ohio and South Carolina.  Tony is an active member of the Northern Kentucky Chamber of Commerce and Legacy Leadership for the "Premier Organization for Young Professionals in Northern Kentucky and Greater Cincinnati" where he serves on the networking and leadership and professional development committees. Tony is a life-long resident of Northern Kentucky and resides in Union, KY where he and his wife, Lucy, son and daughter, Liam and Molly, along with their boxer Gus.  Tony and his family are active members of St. Timothy Catholic Church.

Personal Insurance

Anita Miller
Account Manager

Phone: 513-221-1140 Ext: 7522

April Rowe
Account Manager

Phone: 513-221-1140 Ext: 7723

Jill Sluss
Account Manager

Phone: 513-221-1140 Ext: 7521

Kelly Tieman
Account Manager

Phone: 513-221-1140 Ext: 7599

Rachel Johansen
Administrative Assistant

Phone: 513-221-1140 Ext: 5805

Rachael Neel
Personal Lines Tech

Phone: 513-221-1140

Commercial Insurance

Jennifer Cundiff
Account Manager

Phone: 513-221-1140 Ext: 7716

Kevin Fox
Account Manager

Phone: 513-221-1140 Ext: 7720

Marsha Moore
Account Manager

Phone: 513-221-1140 Ext: 5896

Patti Young
Commercial CSR

Phone: 513-221-1140 Ext: 5895

Sarah Schaefer
Administrative Assistant

Phone: 513-221-1140 Ext: 5898

Nick Schlotman
Administative Assistant

Phone: 513-221-1140 Ext: 7711

Group Health

Kelly Bannister
Account Management Supervisor of Employee Benefits

Phone: 513-221-1140 Ext: 7514

Leanne Niemeier
Life & Disability Insurance Coordinator

Phone: 513-221-1140 Ext: 7590

Marta Saravia
Account Manager

Phone: 513-221-1140 Ext: 7728

Tina Lakeberg
Account Manager

Phone: 513-221-1140 Ext: 5894

Shelly Schumer
Account Manager

Phone: 513-221-1140 Ext: 7529

Jennifer Traylor
Administrative Assistant

Phone: 513-221-1140 Ext: 7591

Katherine Greene

Phone: 513-221-1140 Ext. 6305

Robin McCleese

Phone: 513-221-1140

Benovation

Jorene Lyman
Claims Specialist

Phone: 513-872-7505 Ext: 7597

Kathy Garbutt
Claims Specialist

Phone: 513-872-7505 Ext: 7518

Patty Benken
Claims Specialist

Phone: 513-872-7505 Ext: 7517

Erica Rentz
Eligibility Coordinator

Phone: 513-872-7505

Sara Griggs
Customer Implementation & Administrative Services

Phone: 513-872-7505 Ext: 7523

Jessica Bonomoni
Administrative Assistant

Phone: 513-872-7505 Ext: 7515

Catherine Roscoe
Implementation Coordinator

Phone: 513.872.7505 Ext: 5803

AEBS

Judy Budke
Office Manager

Phone: 513-872-7505 Ext: 7513

Elizabeth Pohana
Administrative Assistant

Phone: 513-221-1140 Ext: 7506

Management Staff

Lauren MacArthur
Business Development Coordinator (BDC)

Phone: 513-221-1140 Ext: 7593

Madeline McGarey
Executive Assistant

Phone: 513-221-1140 Ext: 5800

Kathy Wethington
Accountant

Phone: 513-221-1140 Ext: 7594

Michael Harrington
Administrative Assistant to Accounting and Pension

Phone: 513-221-1140 Ext: 7708

Molly Proctor
Administative Assistant

Phone: 513-221-1140 Ext: 5804

Laura Clyde
Receptionist

Phone: 513-221-1140

Theodore McCreadie
Accounting Assistant

Phone: 513-221-1140 Ext: 7598