The Executive Sessions: Dana Coates, CEO And Director Of Strategic Partnerships At UWIB Risk & Insurance Solutions
Description
Jason Cass sits down with Dana Coates, CEO and Director of Strategic Partnerships at UWIB Risk & Insurance Solutions, for an Executive Session recorded live at Accelerate to discuss mentorship, generational leadership, and the importance of letting new leaders grow through experience. Together, they explore how patience, trust, and lifelong learning shape success in the insurance industry.
Key Topics:
Transitioning agency ownership and leadership to the next generation
Mentoring younger leaders through patience, trust, and restraint
Lessons from building UWIB across multiple states and generations
The importance of allowing others to learn through mistakes and challenges
Balancing family, faith, and professional growth through leadership change
The evolving role of mentorship in shaping agency culture and vision
How resilience and lived experience create lasting impact in leadership
Maintaining a lifelong learning mindset through every stage of a career
Humanizing executives and preserving authenticity in leadership transitions
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