mShift - Millennial Shift Technologies
mShift - Millennial Shift Technologies

MARISA STONE

CUSTOMER ENABLEMENT MANAGER
Insurance distribution and insurtech enablement leader focused on helping brokers adopt modern technology that simplifies submissions, accelerates quoting, and strengthens carrier partnerships.

Professional Overview

Marisa Stone serves as Customer Enablement Manager at mShift, where she leads broker onboarding, platform adoption, and ongoing customer engagement initiatives across the mShift Marketplace. She works closely with retail brokers, MGAs, and carrier partners to ensure organizations successfully implement the platform and realize measurable business value. Her focus is translating innovative insurtech capabilities into practical workflows that simplify submissions, improve data quality, and accelerate access to insurance markets.

Marisa brings a well-rounded perspective shaped by experience across multiple areas of the insurance ecosystem, including carrier operations, brokerage distribution, and insurance technology. Prior to joining mShift, she held business development and distribution leadership roles with organizations including Chubb, Anzen Insurance Services, and IMA Financial Group. Throughout her career, she has built strong agency relationships across the Rocky Mountain region while developing a deep understanding of the operational challenges brokers face within traditional submission and quoting processes.

At mShift, Marisa helps agencies modernize their market access strategies without disrupting the relationships and workflows that define their businesses. She partners directly with agency leadership and operational teams to streamline submission intake, introduce marketplace quoting capabilities, and maximize the value of intelligent automation.

Marisa's customer enablement philosophy is grounded in practical adoption and measurable outcomes. She believes successful insurtech implementation requires more than great technology—it requires aligning solutions with the way insurance professionals actually work. By combining industry expertise with hands-on onboarding, education, and ongoing support, she helps organizations confidently embrace digital transformation while preserving the relationship-driven foundation of the insurance industry.

Key Professional Experience

Customer Enablement
Manager
Millennial Shift Technologies
Central Region Distribution Manager & Broker Enablement Lead
Anzen Insurance Services
Business Development Manager
Chubb
Producer
IMA Financial Group

Leadership Philosophy

Marisa believes the most effective technology solutions are those that enhance the expertise of insurance professionals rather than replace it. Her leadership philosophy centers on helping brokers and partners adopt tools that remove operational friction while preserving the trusted relationships that remain at the heart of the insurance business.

She emphasizes collaboration, transparency, and education throughout every customer engagement. By providing structured onboarding, practical training, and ongoing support, Marisa helps organizations build confidence in new technologies while improving operational efficiency and long-term success.

Marisa believes successful innovation happens when technology empowers people to do their best work. By aligning intelligent automation with real-world insurance workflows, she helps brokers spend less time on administrative tasks and more time serving clients and growing their businesses.

Marisa Stone

CUSTOMER ENABLEMENT MANAGER
  • Joined mShift in 2026
  • 10+ years in insurance distribution
  • Commercial & Personal Lines experience
  • BA, Communications & Sociology
    University of Denver
  • Communications & Sociology
    University of Western Australia
  • Chartered Private Risk and Insurance Advisor (CPRIA) Certified
  • Denver, Colorado

Key Achievements

  • Led broker onboarding and adoption initiatives supporting the growth of the mShift Marketplace.
  • Expanded broker distribution relationships across multiple states.
  • Built agency partnerships throughout the Rocky Mountain region.
  • Helped brokers modernize submission workflows through technology adoption.

Connect with Marisa

Interested in discussing insurance technology, digital transformation, or partnership opportunities? Marisa welcomes conversations with industry professionals.

Ready to modernize without disruption?

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