Jason Cass sits down with Dana Coates, CEO and Director of Strategic Partnerships at UWIB Risk & Insurance Solutions, for an Executive Session recorded live at Accelerate to discuss mentorship, generational leadership, and the importance of letting new leaders grow through experience. Together, they explore how patience, trust, and lifelong learning shape success in the insurance industry.

Key Topics:

Transitioning agency ownership and leadership to the next generation

Mentoring younger leaders through patience, trust, and restraint

Lessons from building UWIB across multiple states and generations

The importance of allowing others to learn through mistakes and challenges

Balancing family, faith, and professional growth through leadership change

The evolving role of mentorship in shaping agency culture and vision

How resilience and lived experience create lasting impact in leadership

Maintaining a lifelong learning mindset through every stage of a career

Humanizing executives and preserving authenticity in leadership transitions

Reach out to:

Dana Coates

Jason Cass

Visit Website:

UWIB Risk & Insurance Solutions

Agency Intelligence

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