Chief Operating Officer at Ringy
Carlos brings over a decade of hands-on experience in the insurance sales industry, spanning individual production, team leadership, and agency ownership. He began his career as a licensed insurance agent and quickly progressed to managing teams of five or more agents before successfully operating his own agency. During his time in the field, Carlos became an early power user of what is now Ringy CRM, leveraging the platform to scale sales operations, improve agent performance, and streamline workflows. His real-world experience as both a producer and sales leader gave him deep insight into the operational gaps insurance agents face—insight that directly influenced the evolution of the platform. That expertise led to a close working relationship with Ringy Founder and CEO Bradley and ...