Todd Catlin, CO-OWNER
Todd specializes in under 65 individual health insurance, short-term insurance, international travel policies, Medicare supplements, Medicare Advantage plans, prescription drug plans (PDP), small group health insurance both fully-insured and self-funded, and Health Sharing plans with Direct Primary Care (DPC) arrangements.
Todd has been the owner of Transition Health Benefits since 1999, and has been in the insurance industry for more than 25 years. His experience includes working with Employers Health Insurance (now Humana) in Los Angeles, California and also for American Medical Security (part of United Healthcare) in Davenport, Iowa and Milwaukee, Wisconsin.
He is a Member of the National Association of Health Underwriters (NAHU) where he participates on the Individual Health Plan working group, former State Legislative contact for WAHU, and former board member of Wisconsin's Health Insurance Risk Sharing Plan (HIRSP). Todd is also an active participant in a collaborative effort amongst Covering Wisconsin, the Milwaukee Enrollment Network (MKEN) and WI State agents and brokers to promote enrollment into health insurance coverage. Todd has also participates in monthly calls with CMS and a select group of nationwide brokers to help shape initiatives with the Federal Marketplace. He attended Miami of Ohio University and received a double management major and a minor in marketing.
Direct Phone: 262-439-4560
Kevin Truebenbach, CO-OWNER
Kevin has been providing education on Individual & Group Health, Dental, Life, and all types of Medicare plans since 1999. He provides seminars and webinars throughout the year, open to clients and anyone interested in learning about healthcare coverage solutions. He is a seasoned broker dedicated to ensuring all clients receive the quality care and coverage they deserve at a price they can afford.
Kevin is licensed in the following states: Arizona, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Louisiana, Michigan, Maryland, Missouri, Mississippi, North Carolina, New Hampshire, New Mexico, Nevada, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Wisconsin and West Virginia.
Direct Phone: 262-439-4570 Call/Text: 262-784-7344
kyle davis, health insurance specialist
Kyle holds a license in the state of Wisconsin, Michigan, Ohio, and Florida. He is dedicated to ensuring clients feel well informed and empowered to select a plan that delivers quality care at an affordable price. He understands the insurance space can be incredibly confusing and does whatever he can to ensure the process is seamless and pain free.
Should his clients ever have a question about their network, coverage, or even a medical bill, Kyle will go the extra mile to ensure they get the answers they need and the results they deserve.
Kyle is a graduate of Concordia University and a former collegiate baseball player. When he isn’t assisting clientele, he can be found spending time with his wife, Keeley, and young daughter, Charlotte.
Direct Phone: 262-439-4569
SuSAN CYR, Health insurance specialist
Sue Cyr is involved in sales and customer service for individual and family health insurance plans for under age 65 clients and Medicare eligible clients. She is certified to sell all of the major healthcare reform, Medicare Supplement, Medicare Advantage, and Part D prescription plans. Sue corresponds with each client every time their plan renews to offer recommendations personalized to their needs.
In addition, Sue administers Transition Health Benefit's two dental and vision insurance trust plans. These are unique group products for individuals and very small groups offering comprehensive benefits and a reasonable premium. Sue is responsible for enrollment, renewal, commissions, and customer service.
Sue has been with Transition Health Benefits formerly known as Liberty Insurance Group since August of 1992 with experience in the insurance field since 1987. With her background and extensive knowledge, she is able to adapt quickly to the rapidly changing health insurance industry.
Sue is married into a blended family with 4 adult children and 10 grandchildren, 8 in the immediate area. She enjoys spending time with family, walk on the nature trails near their home, making jewelry, reading mysteries, and watching movies.
Direct Phone: 262-439-4566
Rae Sheedy, HEALTH INSURANCE SPECIALIST
Rae Anne Sheedy is a Health Insurance Broker specializing in Medicare, under 65 individual, short term and international travel insurance. Rae Anne has been in the health insurance industry for over twenty years and her experience includes working for American Medical Security (now part of United Healthcare) training sales support staff on product and operations in offices across the U.S. She is a Member of National Association of Health Underwriters (NAHU) and Wisconsin Association of Health Underwriters.
Direct Phone: 262-439-4563
Sue Vermey, HEALTH INSURANCE SPECIALIST
Sue Vermey is fully licensed in both health and life insurance. She has over fifteen years of experience working with small groups and individual health insurance needs. Similarly, Sue has an additional ten years of experience working with various companies to provide employee benefits programs. Her knowledge of the industry continues to prove valuable in her work here at Transition Health Benefits (THB).
Direct Phone: 262-439-4781
tom griesman, HEALTH INSURANCE SPECIALIST
Tom Griesman is a Carthage College graduate who majored in Business and Economics. He has spent his career in various sales and marketing positions, with an emphasis on providing the very highest level of customer service.
With a combined 11 years of experience in the insurance field, Tom is providing both individual health and Medicare-related products to his clients at Transition Health Benefits. Let Tom show you the dedication that his other clients enjoy.
Direct Phone: 262-439-4782
Jennifer martin, Health Insurance specialist
Jennifer Martin is a WI licensed health and life agent providing quality customer sales service with individual health insurance, short term and other alternative options as well as Medicare Supplement, Medicare Advantage and Prescription Drug plan products.
Jennifer attended the University of Nebraska and has over 20 years experience in the insurance industry holding various management and underwriting positions.
Direct Phone: 262-439-4783
CHRISTOPHER SPEECE, HEALTH INSURANCE SPECIALIST
Direct Phone: 262-439-4562
Janice Kunkel - Administrative assistant and New business coordinator
Direct Phone: 262-439-4571
Tim SCHAPPEL, HEALTH INSURANCE SPECIALIST
Tim has over 25 years of experience marketing Individual Medical, Ancillary Health, and Travel Medical products to consumers and producers. He has held senior positions with large national health insurance carriers with an emphasis on marketing, training, education and development of producers, and regional and national distribution.
He is a licensed representative in Wisconsin and a graduate from UW-Whitewater with a BBA in Finance.
When he is not in the office he can be found on the ice playing hockey and spending time with his two children, Jakob and Elizabeth.
Direct Phone: 262-439-4567
Amanda McGinness - Commission Specialist, Contracting Coordinator, and Licensed Agent
Amanda McGinness is certified to sell all the major healthcare reform (ACA) for under age 65 clients, and Medicare Supplement, Medicare Advantage, and Part D prescription plans for over age 65 clients. Amanda corresponds with each client when their plan renews to offer recommendations personalized to their situation.
Amanda has been with Transition Health Benefits (formerly known as Liberty Insurance Group) since September of 1999. She has worked with Transition Health Benefits in multiple capacities through the years and is now a liaison for the agents appointed with our agency as well as a fully licensed agent.
Direct Phone: 262-439-4568
Dan Monahan - Licensed Agent all lines
Dan specializes in Health Insurance for the Self Employed, Medicare Eligible, Small Businesses and those who don’t have access to Employer Coverage. His office is located in Milwaukee’s Third Ward near the Public Market but he will also come to your home or business and/or meet at our Brookfield location. Please visit his online calendar at www.ScheduleWithDan.com to set up a call or meeting on a day and time that works with you.
Direct Phone: 414-426-8256 Fax: 800-211-0976