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Vizance is pleased to announce the promotion of Tom Schaetz to the position of President. Schaetz has served as COO of Vizance since 2022 and will now take on additional responsibilities as President. This strategic decision underscores Vizance's dedication to maintaining independence, driving sustained growth, and consistently delivering excellence in service. Schaetz has been an integral part of Vizance's leadership team, demonstrating exceptional vision, dedication, and a commitment to the company's values and clients. With over 25 years of experience in the industry, Schaetz has been pivotal in driving operational efficiency, promoting a culture of innovation, and ensuring the highest standards of client service. As President, Schaetz will be responsible for driving the growth, strategy and financial stability of the company. He will oversee all financial aspects of the company and work with the executive team in making key business decisions, fostering a culture of accountability and excellence. Schaetz's promotion is a testament to his outstanding leadership and the trust placed in him by the entire organization. “I am honored to take on this expanded role at Vizance and I look forward to working closely with our talented team to build on our successes and drive our vision forward,” said Schaetz. “Together, we will focus on growth, ensuring that Vizance remains independent and at the forefront of the industry.” In addition to Schaetz's promotion, Viz

As of July 1st, 2024, Vizance has announced the joining of their agency with a Milwaukee-based family agency, Werner & Associates. Vizance has enjoyed a longstanding collaboration with Werner & Associates through Benefit Alliant, making the decision to formally unite a natural progression. This partnership enables them to provide enhanced resources and expanded capabilities to better serve their valued clients. Werner & Associates has built a reputation for providing personalized service and tailored insurance solutions to individuals and businesses. With a commitment to integrity and a focus on long-term client relationships, the agency has become a trusted name in the greater Milwaukee area. The integration of Werner & Associates into Vizance will be seamless, with little disruption to current clients. The agency will continue to operate under the Vizance brand, and clients can expect the same level of personal attention and service they have always enjoyed. This partnership represents an important milestone for both agencies as they continue to grow and evolve in an ever-changing industry. Together, Vizance and Werner & Associates are well positioned to meet the needs of their clients today and in the future.

The National Association of Professional Insurance Agents (PIA) has named Vizance’s own Jennifer DeGeorge the 2024 National CSR of the Year. The PIA National CSR of the Year award is given annually to an outstanding customer service representative who works for a PIA member insurance agency. The award recognizes a CSR who has improved operations of the agency, served their clients in a unique or extraordinary way, and engaged in community involvement and activities to advance the betterment of the insurance industry. Jennifer has been a Client Service Advisor at Vizance for over 3 years, where she is responsible for executing daily account servicing activities and answering clients’ questions quickly and clearly whether it be about billing, claims, or anything else that arises. Jennifer has a passion for helping others, which shines through in her interactions with associates and clients. Her exceptional professionalism, willingness to lend support to her colleagues, and ability to find creative solutions has had a tremendous impact on Vizance. This is not the first time Jennifer’s work has been recognized. In October of 2023, The National Alliance recognized Jennifer as Wisconsin’s 2023 Outstanding CSR of the Year, cementing her reputation as a leader in client service. This award is selected by the PIA of Wisconsin’s Board of Directors and Education Committee. She also currently serves as the Chairperson of the PIA of Wisconsin’s Young Professionals in Ins

Vizance, Inc. headquartered in Hartland, Wis., was honored as SECURA’s 2023 Top Performing Agency out of approximately 550 agencies in 13 states. SECURA Insurance is a property and casualty insurance company based in Neenah, Wis. This is Vizance’s second time earning a top-performer award from the company and their first time earning the top spot. Vizance has represented SECURA since 2019. SECURA recognized Vizance at its annual Premier Agent Conference held earlier this month. To earn this prestigious recognition, the agency met specific criteria based on its premium volume, profitability, growth, retention, and loss history. Vizance is a privately held company that provides risk management, business insurance, employee benefits, personal insurance, and financial service solutions to companies, families, and individuals throughout the Midwest.

Lynn Johnson is now Director of Employee Benefits for Vizance! Lynn has been with Vizance for 6 years. She started at Vizance as a Client Executive Advisor/Team Leader, where she worked closely with clients to provide innovative solutions through the analysis, design and implementation of their benefit programs. As Director of Employee Benefits, she will oversee the strategic direction of the Employee Benefits team, while providing oversight and leadership to the group. Lynn exclaimed, “I am excited to contribute to the Employee Benefits Practice Group’s overall strategy, vision, performance, and culture. I look forward to using my passion and experience to help expand Vizance’s vision, while leading a talented team of professionals.” Congratulations! We look forward to seeing all Lynn accomplishes!

Vizance is proud to announce that it has been honored with the Milwaukee Journal Sentinel’s Top Workplaces award for the seventh consecutive year. This recognition is a testament to the exceptional workplace environment, associate satisfaction, and company culture. The Top Workplaces Award celebrates organizations that prioritize associate engagement, growth opportunities, and a positive work-life balance. It acknowledges companies that go above and beyond to create an inclusive and empowering workplace where employees feel valued, motivated, and inspired to achieve their full potential. “We are thrilled to be named a Top Workplace for the seventh consecutive year. This prestigious recognition validates our ongoing efforts to prioritize the well-being and professional development of our associates,” said Sarah Ocampo, Chief of Staff and Director of Operations at Vizance. “We owe this honor to our exceptional team members whose dedication, passion, and ideas continue to elevate Vizance to new heights.” With an unwavering commitment to associate well-being and career growth, Vizance offers a range of benefits and initiatives that contribute to a thriving workplace. These include comprehensive health and wellness programs, professional development opportunities, flexible work arrangements, and a supportive company culture that fosters diversity and inclusivity. The Top Workplaces award is based on anonymous surveys conducted among associates, providing an u

Vizance is pleased to announce the addition of Chad Koehler as Business Development Executive and Risk Management Advisor. Chad is well-known in the insurance industry and brings a wealth of experience, having joined his family agency started by his grandfather in the late 1940’s, then eventually becoming President. His experience, values, reputation, relationships, and community involvement make him an invaluable asset to our team. “From the first moment that I met the Vizance team, I recognized that their culture is their differentiator,” said Koehler. “The associates are passionate about their clients, which in turn, allows us to represent the best insurance companies. It also attracts like-minded agencies who desire to partner with Vizance.” Chad will focus on new business opportunities, mergers and acquisitions, building relationships with clients, and providing exceptional service. With a focus on developing and nurturing long-term relationships, Chad will work closely with our team to identify new opportunities for growth and expansion. “We are excited to have Chad on the Vizance team,” says Tom Schaetz, Chief Operating Officer at Vizance. “With his extensive experience and alignment with our business model, we are confident that he will make a significant impact on our clients and our agency as a whole.” Jeff Cardenas, President of Vizance, echoed Tom’s thoughts. “Chad is a respected community leader, and he knows our culture well,

Vizance was honored as a 2022 SECURA top-performing agency out of approximately 550 agencies in 13 states. SECURA Insurance is a property and casualty insurance company based in Neenah, Wisconsin. This is our second time earning a top-performer award from SECURA. Vizance has represented SECURA since 2019. SECURA recognized Vizance at its annual Premier Agent Conference held earlier this month. To earn this prestigious recognition, Vizance met specific criteria based on our premium volume, profitability, growth, retention, and loss history. About Vizance Vizance is a privately-held company that provides risk management, business insurance, employee benefits, personal insurance, and financial service solutions to companies, families and individuals. The company is dedicated to remaining independent which provides assurance to associates and clients that Vizance is unwavering in its commitment to them and not investors. Vizance associates create an award-winning culture that is focused on values, performance, and fun.

This year, Vizance put an emphasis on giving back to the community. In partnership with The Hanover Insurance Group, a donation was made to benefit the Women’s Center in Waukesha, Wisconsin. The Women’s Center serves all impacted by domestic abuse, sexual violence, child abuse, and trafficking. They provide a range of life-saving and life-changing programs and services that heal and empower adults and children on their paths to build a future free from violence. Along with the donation, a group of associates from Vizance and The Hanover Insurance Group spent an afternoon volunteering at the shelter. They were able to sort an abundance of donations, assemble holiday food boxes, and helped fulfill holiday wish lists for clients’ families. It was great to spread joy at this time of year and maximize our impact with in-person volunteering. It was expressed that performing the simple tasks of organizing and cleaning frees up time for shelter employees to focus on more important things – which we were grateful to do! Vizance’s launch of the Volunteer Time Off program in early 2022 allows associates one day every year to spend volunteering for local organizations. This event in conjunction with Volunteer Time Off aligns with our company values and has allowed associates from all over Wisconsin to use their time to give back within their communities. If you’d like to get involved at The Women’s Center, visit https://twcwaukesha.org/

Vizance, a leading independent insurance agency serving Wisconsin and surrounding states, recently announced that Tom Schaetz has been promoted to Chief Operating Officer. Schaetz was previously the Director of Strategy and Growth and is both a shareholder of the company and a member of the agency’s executive leadership team. As COO, Schaetz will focus on accelerating the agency’s growth and business operations, in collaboration with leaders from throughout the firm. “Tom has a proven record of building high-performing teams, developing associates, and integrating new agency partners,” said Jeff Cardenas, President of Vizance. “His ability to consistently deliver strong results has positioned us well for future growth. Vizance is dedicated to remaining independent, and Tom will play a pivotal role in ensuring our continued success.” Prior to joining Vizance, Tom held various leadership positions at Top 100 insurance firms. Tom began his career at Price Waterhouse Coopers, and later consulted with hundreds of insurance firms during his time as Senior Vice President at MarshBerry. His specialties include assisting agencies with their growth goals and objectives, implementing best practices, and assembling strong teams. Tom holds a Bachelor of Business Administration degree in Accounting from the University of Wisconsin-Whitewater, is a Certified Public Accountant (CPA), and is a Certified Insurance Counselor (CIC). “I am excited for this opportunity

News / Events

Vizance Names Tom Schaetz President

Vizance Announces Strategic Partnership with Werner & Associates

Jennifer DeGeorge Awarded PIA National’s 2024 Customer Service Representative of the Year

Vizance, Inc. Named SECURA Insurance’s 2023 Top Performing Agency

Lynn Johnson Appointed Director of Employee Benefits

Vizance Receives Top Workplaces Award for the Seventh Consecutive Year

Chad Koehler Joins Vizance

Vizance Named One of SECURA’s Top-Performing Agencies

Vizance Gives Back

Vizance Names Tom Schaetz Chief Operating Officer