From New York City to The World
Meet Arleen & Ted Taveras
Both of us started in New York City, working for banking and law firms before joining the London insurance brokerage, J. H. Minet (later acquired by Aon).
Twenty years ago we created our first insurance business, ILSA. Using emerging technologies, ILSA brings licensing and compliance services once available only to the biggest brokerages to agencies of every size. We’re proud to have grown our team from a handful of dedicated individuals to a 50+ strong team of experts in insurance licensing, surplus lines tax filings, and corporate compliance.
Our work has taken us to some beautiful locations: British Columbia, Vail, the Bahamas, and Hawaii. We’ve shot white-water rapids, zip-lined over stunning canyons, and sat white-knuckled through ride-alongs with pro racing drivers. It’s been an incredible journey!
How SOI Began
From Tiny Seeds …
The Great Recession of 2008 hit the insurance industry hard. It broke our hearts to hear so many of our clients say, We still need your services, but we just can’t afford it. (This was despite ILSA offering deep discounts to help out.) The seed of a new dream was planted.
We looked at many options to help insurance professionals for whom outsourcing wasn’t a viable option. For years, folks asked for copies of our internal guides or requested that we fly to their offices to conduct in-house training. But it just wasn’t practical to redirect ILSA’s manpower to make it happen. We needed a new approach.
Then in 2015, we launched Spot On Insurance to share our knowledge and resources with any producer or agency that needed them. Starting with our weekly free podcast series, we bring together experts from every compliance discipline to share their knowledge and discuss the latest industry trends.
Over the years, we’ve added other podcast series, live webinars, and a blog; and now, we’re launching the first of many online courses. These will offer “how-to” instructions and best practices for handling compliance tasks. We’ll cover insurance licensing, surplus lines tax filings, corporate taxes, and so much more!
We are so blessed to have this opportunity to give back to the industry that welcomed us so warmly, inspired, and encouraged us. Our commitment is to continue to bring you the very best of what we’ve learned and the latest news about what’s happening now in our industry.