Dana Coates
Professional Bio
Dana is a native of Pasadena, CA whose family’s roots in the insurance business date back to 1918. Following in the family business, Dana has been a licensed insurance broker since the mid 1970s and has served as the CEO of United Western Insurance Brokers since 1996. UWIB is an independent agency based in Los Angeles and Seattle and serving the Western United States, and with a growing emphasis in the Pacific Northwest.
While he remains very engaged with the agency’s major clients, Dana focuses equally on Agency Management, Agency Operations, and Insurance Industry Technology. He is known for being innovative and experimental in his approach—always seeking new tools to improve the client and agent experience through modern technology.
Because of his own experience as a business owner, Dana loves assisting other business owners and successful families in strategically navigating their insurance and risk management needs. He prefers complicated and messy situations where he can use his natural problem-solving abilities to find creative solutions. Dana attributes his talents both to being the youngest in a large family and learning how to overcome dyslexia: both realities that taught him the value of viewing challenges as opportunities.
If you are interested in working with Dana, please click on the “My Focus” box above to see if he focuses on an area in which you are seeking expertise. If so, he would jump at the opportunity to assist you in overcoming a risk management issue, a business culture challenge, or an insurance coverage need.
Presenter Bio
Dana Coates is the CEO of United Western Insurance Brokers, Inc., an independent agency with offices in Seattle and Los Angeles. Along with his wife Gina, Dana focuses on agency management, operations, and technology. With experience in the industry spanning nearly five decades, Dana has served in almost every role—from underwriter to software design partner; from agency owner to industry association volunteer. Regardless of the role, Dana brings his passion for helping people find practical solutions to their agency management, and risk management needs.
Joint Bio
Gina and Dana Coates are the President and CEO (respectively) of United Western Insurance Brokers, Inc. – an independent agency with offices in Seattle and Los Angeles. After meeting one another at Dana’s family agency Ingham, Coates, & Payne, and hitting it off almost immediately, Gina and Dana pursued separate careers in the Insurance Industry so as not to mix business with personal. Even so, family and friends doubted this unique couple’s long-term potential for success. Luckily, Gina and Dana proved everyone wrong both personally and professionally!
In 1996 Gina and Dana formed United Western Insurance Brokers, but still maintained separate insurance careers until finally giving in to collectively lead UWIB in 2004. This decision turned out to be a good one on many levels. As the agency grew, Gina guided the Private Client team while Dana headed up Commercial P&C and Benefits. They now have a staff of over 15, and love watching, teaching, encouraging and applauding each member’s success.
United Western Insurance Brokers is a proudly independent agency that serves both private and business clients primarily in the Western United States, with a growing emphasis in the Pacific Northwest. UWIB is recognized as a leader in its adoption of robust, intuitive, virtually assisted, mobile friendly technology. Clients enjoy the latest advancements in the consumer insurance experience, while Agents that partner with them instantly gain access to the organization’s technology and infrastructure.
MY FOCUS
CONTACT ME
[email protected]
Call me anytime or leave me a message. I promise to respond as soon as I am able.