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.
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 to over three billion dollars.
As CFO of Reliance Global Group Inc., William is working to grow the RELI Exchange into the largest InsureTech platform in the country, supporting our agencies and positioning the company for rapid organic growth. Prior to joining Reliance, William oversaw Business Development at IDT, where he worked on growing IDW Media’s TV/publishing content and National Retail Solutions’ point of sale software solutions. William brings extensive corporate finance experience, including senior roles at PwC and Nippon Life Global Investors. William has a bachelor’s degree in business management from Touro College.
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.
Mark has over 20 years of experience working as a broker in the health and life insurance industry. Over the course of that time, he founded Employee Benefits Solutions, LLC in 2003, My Family Health Insurance, a General Agency in 2013, and The Referral Depot in 2014. In 2018, he sold his businesses to Reliance Global Group and now plays an active role in agency acquisitions, national agent recruitment, and alignment of key insurance carrier partnerships.
Mr. Fishman brings a unique perspective to the insurance sales process. Prior to starting his own insurance agency, Mr. Fishman was a recognized guru in the travel industry leveraging the technology in the travel sector. This tech savviness has been applied into the insurance and financial services industries with the founding of Fishman Insurance Agency as well as Tekeno Financial. Mr. Fishman is one of the driving talents of the RELI Exchange & 5MinuteInsure.com insurtech platforms.
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.
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 brings over 9 years’ experience with financial reporting in both the public and private sectors. Prior to joining Reliance, Mr. Markovits was a senior manager at KPMG LLP, 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 leader at KPMG for its largest US Business Unit overseeing the development and deployment of technological capabilities that enhance data analyses and audit processes. Mr. Markovits is a Certified Public Accountant in the State of New Jersey since November 2013.
Chairman + CEO
Chief Financial Officer
Exec. Vice President
Chief Accounting Officer
Director of Insurtech
Senior Vice President of Operations
V.P. of Acquisitions
CLU, ChFC, RHU, REBC, CASL
Chief Operating Officer
US Benefits Alliance