Shelly Bragan, CISR, ACI

Senior Vice President

Shelly Bragan is a seasoned insurance executive with more than 30 years of experience partnering with clients to develop comprehensive insurance and risk management solutions. She works closely with organizations across a broad range of industries, including real estate, municipalities, non-profits, retail operations, construction projects, healthcare, and manufacturing.

Shelly is known for her hands-on, solutions-driven approach. She has extensive experience reviewing, structuring, and implementing complex insurance programs, often involving large deductibles, captive arrangements, reinsurance structures, premium allocations, surety, and employee benefit plans. Her ability to simplify complex concepts allows clients to make informed decisions that align with both operational needs and long-term financial goals.

 

Rather than taking a passive role, Shelly actively partners with her clients throughout the insurance lifecycle. She regularly assists with completing renewal applications, coverage education, and proactive problem-solving, serving as a trusted advisor and advocate. Her collaborative style and deep industry knowledge have helped clients navigate challenging risk environments with confidence.

Shelly holds a Bachelor of Science in Business Management from the University of Phoenix and maintains multiple industry certifications, including Fundamentals of Health Insurance (Parts A & B), Certified Insurance Service Representative (CISR), and Associate in Captive Insurance (ACI).

 

Representative Experience
  • Designed and reviewed insurance programs across multiple industries, including real estate, healthcare, construction, manufacturing, municipalities, and non-profits.
  • Developed complex risk financing solutions involving large deductibles, captives, and reinsurance structures.
  • Assisted clients with premium allocation strategies, surety placements, and employee benefit plans.
  • Provided hands-on support for renewal submissions, coverage education, and ongoing risk management challenges.
Education

Bachelor of Science, Business Management
University of Phoenix

Industry Certifications

Fundamentals of Health Insurance (Parts A & B)
Certified Insurance Service Representative (CISR)
Associate in Captive Insurance (ACI)

Shelly Bragan, CISR, ACI

Shelly Bragan is a seasoned insurance executive with more than 30 years of experience partnering with clients to develop comprehensive insurance and risk management solutions. She works closely with organizations across a broad range of industries, including real estate, municipalities, non-profits, retail operations, construction projects, healthcare, and manufacturing.

Shelly is known for her hands-on, solutions-driven approach. She has extensive experience reviewing, structuring, and implementing complex insurance programs, often involving large deductibles, captive arrangements, reinsurance structures, premium allocations, surety, and employee benefit plans. Her ability to simplify complex concepts allows clients to make informed decisions that align with both operational needs and long-term financial goals.

 

Rather than taking a passive role, Shelly actively partners with her clients throughout the insurance lifecycle. She regularly assists with completing renewal applications, coverage education, and proactive problem-solving, serving as a trusted advisor and advocate. Her collaborative style and deep industry knowledge have helped clients navigate challenging risk environments with confidence.

Shelly holds a Bachelor of Science in Business Management from the University of Phoenix and maintains multiple industry certifications, including Fundamentals of Health Insurance (Parts A & B), Certified Insurance Service Representative (CISR), and Associate in Captive Insurance (ACI).

 

Representative Experience
  • Designed and reviewed insurance programs across multiple industries, including real estate, healthcare, construction, manufacturing, municipalities, and non-profits.
  • Developed complex risk financing solutions involving large deductibles, captives, and reinsurance structures.
  • Assisted clients with premium allocation strategies, surety placements, and employee benefit plans.
  • Provided hands-on support for renewal submissions, coverage education, and ongoing risk management challenges.
Education

Bachelor of Science, Business Management
University of Phoenix

Industry Certifications

Fundamentals of Health Insurance (Parts A & B)
Certified Insurance Service Representative (CISR)
Associate in Captive Insurance (ACI)