WHO WE ARE
About Reliance Global Group
“It is very fulfilling to know that our combination of Insurance and technology is making a real difference to the industry.”
Reliance Global Group, Inc. (NASDAQ: RELI) is an InsurTech company transforming the traditional insurance agency model. RELI Exchange has developed proprietary technology, including Automation and Artificial Intelligence (AI), empowering our agency partners to achieve maximum productivity.
Reliance Global Group’s growth strategy includes organic expansion of the RELI Exchange Agency Partner Network, added product offerings, as well as through acquisitions of high growth, synergetic insurance and related businesses.
We have a history of strong operational management including 10 agencies with approximately $15MM of revenue. We invest in our people and give them the tools they need to succeed.
Our Companies
Grant Barra
Senior Vice President of Operations
Grant oversees the RELI Exchange Agency Partner Network expansion, and is integrating Reliance Global Group’s proprietary Insurtech offerings to accelerate growth.
Mr. Barra brings over 18 years of experience in the insurance industry. In 2008, he founded Barra & Associates and served as CEO until its acquisition by Reliance Global Group in 2022. Barra & Associates quickly grew to become a recognized provider of both personal and commercial insurance products, including property and casualty, life, health and other insurance products. Along with founding Barra & Associates, he served in a leadership role for a single life carrier, where he focused on recruitment, development, and motivating independent agents to sell life insurance products. Earlier in his career, he founded Grant Barra Agency, providing all lines of insurance policies under a captive agency agreement. Mr. Barra received a Bachelor of Science in Business Administration from DeVry University, in addition to earning a certificate in contract law with Harvard University (HarvardX). He is a Chartered Leadership Fellow and a member of the Life Underwriting Training Council at The American College of Financial Services.
Ezra Beyman
Chairman + CEO
Mr. Beyman brings nearly three decades of entrepreneurial experience in real estate and ten years in insurance. His portfolio of commercial and residential properties at one point consisted of more than 40,000 residential units, as well as several insurance companies. In 1985, he founded his first mortgage brokerage, which rapidly grew into the third largest licensed mortgage brokerage in America by 2008. He also expanded to real estate acquisition, having grown his portfolio at one point, to over three billion dollars.
Michael Dobek
Chief Operating Officer
RELI Exchange
Michael has over 11 years of insurance industry experience with over 10 of those years with Barra & Associates where he was responsible for overseeing the agency’s operations. His primary focus was on driving revenue into the agency by recruiting, mentoring and coaching Agency Partners. He has a well-rounded knowledge base of all lines of insurance but his expertise falls within the commercial and personal lines of property and casualty. Michael previously helped to grow a BPO call center from 20 agents to over 400 agents who all focused on health insurance. Michael received a Bachelor of Science in Business Administration from University of Arkansas Grantham.
Yaakov Beyman
Exec. Vice President
Insurance Division
Mr. Beyman oversees the overall insurance operations of Reliance, including strategy and developing/implementing operational tools. He holds insurance licenses in most of the continental United States, and is involved heavily in marketing, maintaining state of the art technological models, financial management and distributions, and entity creation and maintenance.
Moshe Fishman
Director of Insurtech and Operations
Mr. Fishman brings a unique perspective to the insurance sales process. Prior to joining Reliance Global Group in 2021, he founded and operated successful insurance businesses, Fishman Insurance Agency and Tekeno Financial. When Mr. Fishman entered the insurance industry in 2014, he was a recognized guru in the travel industry, seeking to introduce technology to an industry that was slow to the adaptation of technology. A visionary in the InsurTech and FinTech space. Moshe applies his business-owner entrepreneurship and tech savviness to the operations of Reliance and is one of the driving talents of the RELI Exchange & 5MinuteInsure.com InsurTech platforms.
Jonathan Fortman
V.P. of Acquisitions
Prior to joining Reliance, Mr. Fortman has spent the last 18 years operating, owning and expanding his families multiple line insurance agency at Fortman Insurance Services. Along with being a principal of the agency, he also specializes in sales, retention, growth and service for the agencies large book of Employee Benefit clients. He brings an extensive level of agency management experience as well as providing growth strategies for newly acquired agencies.
Julie A. Blockey
General Manager
CLU, ChFC, RHU, REBC, CASL
As an agent in Montana for the past 35 years, Julie has learned to appreciate the diverse needs of businesses and families. She strives alongside her staff to find the best solution for every possible need. She welcomes the opportunity to be of service to those she works with.
Joel Markovits, CPA
Chief Financial Officer
Joel joined Reliance Global Group in June 2021, bringing over 12 years of financial and accounting experience in both the public and private sectors.
Prior to joining Reliance Global Group, Joel was a senior manager at KPMG LLP from April 2015 through May 2021, where he led some of the larger and more complex audit engagements, including serving as lead audit senior manager on a global $16 billion (annual revenues) enterprise reporting on both US GAAP and IFRS standards. He was also a data & analytics specialist and technology innovation leader at KPMG for its largest US Business Unit, overseeing the development and deployment of technological capabilities that enhance data analyses. Joel is a Certified Public Accountant in the State of New Jersey since November 2013.
Miriam Spitz
Director of Treasury Services
Miriam has been with Reliance Global Group since its inception and has been instrumental in overseeing the entire finance department.
Executive Management Team
Ezra Beyman
Chairman + CEO
Joel Markovits, CPA
Chief Financial Officer
Yaakov Beyman
Exec. Vice President
Insurance Division
Grant Barra
Senior Vice President of Operations
Moshe Fishman
Director of Insurtech and Operations
Miriam Spitz
Director of Treasury Services
Field Leadership
Michael Dobek
Head of RELI Exclusive
Distribution Network
Julie A. Blockey
Head of Group Distribution
Government Contracts
Rick Emig
Head of Group Health
Distribution
Brandon Johnson
Head of Personal Lines, Property,
and Casualty Distribution
Jonathan Fortman
V.P. of Acquisitions