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2020 Board Members

Advisory Board

Randy Crisorio

Randy Crisorio

President and CEO, United Development Systems Inc. (Brown & Brown Dealer Services)

Randy Crisorio grew up in the suburbs of Chicago and has been active in the automotive industry since 1973. His retail career began with a very large and storied Chevrolet dealership immediately following active duty in the Marine Corps. While rising through the ranks throughout the ’70s, which included relocating to Clearwater, Fla., he was lured away by one of the industry’s most prominent F&I companies. Advancing quickly, he soon assumed responsibility for business development for the Eastern United States through a staff of regional managers.

In 1982, with a solid foundation and a great attitude, he drew upon all of his business experience and stepped up to form UDS, an F&I performance company. Now, more than 37 years later, UDS has assumed a leadership role in F&I performance nationally. Among his professional accomplishments are: Crafted the “Unique F&I Selling System — AutoMenu© and its Certification Process”; Innovation led to industry leading metrics reported online via UDS AutoTracking©; Authored “Complete Five-Day F&I Certification Program” and one of the first F&I ethics and compliance programs in the United States; Authored numerous automotive sales development seminars; Keynote or guest speaker for numerous groups in North America and Europe relating to F&I and front-end dealership operations; Well-versed in automotive related reinsurance applications; Now leads an organization that has been cast as the No. 1 F&I training company in the United States by dealership vote, year after year, since the inception of voting, plus a top-rated F&I compliance training provider the past five years; Served as Agent Summit advisory board chairman 2013–’20.

Dylan Doran

Dylan Doran

Founder, Western Fidelity Insured Services Inc.

Dylan Doran’s career began in the automotive industry in 1994. He has worked in various roles in retail, holding positions from sales person to general manager. In 2001 Dylan joined Jim Moran & Associates where he held every position in sales and sales management. Starting in the F&I training role, he traveled the United States training and developing hundreds of F&I managers.  He was quickly promoted into District Manager where he was charged with the development of F&I operations in the Pacific Northwest. He was later promoted into management and ultimately Sr. Management where he was responsible for dealer income development across five states. In 2009, Dylan was appointed Vice President of Protective Life’s Asset Protection Division where he was responsible for business in 18 states and was involved with many of the nation’s largest mega-dealers. Dylan has vast knowledge of both retail operations and dealer reinsurance management. 

John Lutman

John Lutman

Vice President of Sales, Head of Agent Channel, IAS

John Lutman is a seasoned automotive professional with more than 27 years of experience in the industry. In his role as Vice President with IAS, John is responsible for general agent development and training. He uses a hands-on approach to assist general agents in development and growth of their agencies. Prior to his time with IAS, John served in a variety of roles such as General Manager, Controller and CFO of major dealerships in the Washington D.C/ Baltimore Areas. In addition, he served as an Account Executive within a general agency where he used a hands-on approach to train, coach and develop business managers who achieved the highest level of performance in the industry using proven systems and processes. He provided sound turnkey reinsurance management financial plans for dealerships and their principals with an advanced risk management system to achieve favorable reinsurance results. John is a graduate of Howard Community College, with a degree in Business Administration. He also completed the NADA Dealer Academy.

Jim Maxim Jr.

Jim Maxim Jr.

CEO, DealerMax

Jim Maxim Jr. is chief executive officer for DealerMax, an auto dealership training and F&I income development company dedicated to pioneering retail strategies for dealerships. From 2003 to 2019, he helmed MaximTrak, a digital F&I platform, which he founded and sold to RouteOne LLC in 2016. As president of MaximTrak and as chief digital officer for RouteOne, Jim brought to market, solutions trusted by dealers around the world. Jim is widely regarded as a thought leader in business technologies and wealth-building strategies for entrepreneurs and Fortune 500 companies alike. He is a graduate of the Babson F.W. Olin Graduate School of Business of Babson College, Babson Park, MA.

Bruce Osborne

Bruce Osborne

Chief Revenue Officer, Revolos

Bruce has over 30 years’ experience in the retail automotive and F&I space.  Bruce started his career in 1988 when he accepted his first retail automotive role in Cincinnati.  After spending 9 years in sales, F&I and sales management, Bruce left to pursue an opportunity with a national F&I provider focusing on dealership training and development.  In July 2000, he began a 15 year stay at a national F&I provider dealing heavily in the general agent distribution channel.  Bruce worked on several OEM initiatives prior to taking the National Sales Manager position specific to the agent distribution channel.  In 2015, he accepted a similar role at product provider again dealing through the agent distribution channel.  This opportunity added diversification and broader experience while remaining in the F&I space.  Bruce joined Revolos, formerly Interstate National, in 2017 leading the agent channel sales team.  After 12 months, he was asked to move into the Chief Executive Revenue Officer position leading all sales teams and activities.

Bruce currently resides in Springfield, Ohio with his wife Joni.  He is an avid sports fan following the Bearcats, the Buckeyes, the Bengals and the Reds and plays golf whenever and wherever he can.

Jay Sharpnack

Jay Sharpnack

Senior Vice President of Sales & Marketing, Smart Autocare

Jay Sharpnack is the Senior Vice President of Sales and Marketing at Smart Autocare. In this position, Jay assumes the role of helping to shape and grow the company as it joins Fortegra as part of the Tiptree family of companies.

Jay began his career in the automobile business at his family dealerships in Ohio. Since then, he has spent the past 21 years gaining valuable and varied experience with several national F&I providers. Jay has helped grow companies, build brands and lead sales teams through the years with great success, having served in various capacities such as Vice President of Sales and Field Operations, Director of Agency Development, as well as Divisional and Regional Vice President roles for many of the companies in the F&I Industry while working with many of the agents here in attendance.

In addition, Jay has an MBA degree from Case Western, a BS in business administration from Miami University, holds various property-casualty and life and health insurance licenses and a Senior AFIP certification.

Lee Workum

Lee Workum

Agency Principal, Specialty Underwriters Group

Lee Workum is co-founder of Specialty Underwriters Group, a Cincinnati, Ohio based MGA offering consulting services to the automotive industry and Property & Casualty insurance to independent insurance agents. SUG began operations in 1999 and currently operates in Ohio, Kentucky, Indiana, Michigan, Illinois and West Virginia. 

Lee started his professional carrier in 1988 after graduating from Ohio University. He worked for American Modern Insurance Group delivering F&I products and training services to manufactured housing dealerships in the Midwest. He worked closely with AMIG to develop a proprietary DMS system for dealerships to track and issue F&I products. Lee had an opportunity to start SUG in 1999 and take his F&I experiences to the automotive industry. Lee has spent the past 20 years developing SUG’s brand and customer base. 

SUG is consistently recognized for top performance and Lee serves on numerous advisory boards for many top administrators. 

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News and Updates

img Crisorio to Lead Advisory Board for Agent Summit X

UDS’s Randy Crisorio has agreed to serve as advisory board chair for Agent Summit X.

img Agent Summit Returns to Vegas, Moves to New Location

The 2020 event is scheduled for May 3–6 and will take place at The Cosmopolitan for the first time.

img Agent Summit 2019 Achieves Total Domination

From intellectual property and agency M&A to dealer prospecting and F&I development, there was something for every attendee in search of a competitive edge.

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This is a vital opportunity for the agent community to get the most up-to-date information on topics of relevance.

-Andrew Weill, Principal, Weill & Mazer

The Summit provides a great forum for industry professionals to meet and learn from each other.

-Greg Petrowski, Senior VP, Secretary and Treasurer, GPW and Associates

Change starts with education, and each Agent Summit provides new and exciting ideas to assist agents with the management of change.

-Elle Artison, CEO, Paul Webb Training

This, as you know, is a must-attend event – as high performers are aware – and the key is in the ignition

-Randy Crisorio, President and CEO, United Development Systems/BBDS