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Phelan, Dana

Phelan, Dana

New Business Coordinator

Dana is the New Business Coordinator, assisting advisers throughout the New Business submission and underwriting process. She acts as a liaison between the advisers and the carriers or vendors with her understanding of insurance forms and knowledge of products, processes and underwriting. Her mission is to assist all advisers in providing family protection to their clients, according to their individual needs. Dana has a background as licensed Tennessee life, health and disability producer for over 10 years. She is involved with the youth in her church, and she serves as the Assistant Activities Director for summer youth camp. Dana has two children, Caleb, 14, and Franci, 13. She enjoys cake decorating and baking, painting, photography and cheering on her kids at their soccer and volleyball games.