ABOUT US

Who we are

Established in 1992, Smart Solutions is an insurance agency specializing in life and health products. Smart Solutions is licensed to sell products in Utah, Idaho, Nevada, and Texas. Smart Solutions is located in Murray, Utah.

Our staff includes two Insurance Agents, a Director of Operations, and 3 dedicated Customer Service Personnel.

Nathan White - Vice President: Nathan started his insurance career in 2001 with Beneficial Life Insurance Company, which later became Beneficial Financial Group. He was recognized as the New Agent of the Year in 2001, and continually qualified for conventions with the top-producing agents in the company. In 2007 he decided to make a career change. He made the decision to move away from financial planning and focus on benefits. Nathan joined Smart Solutions, formerly known as Strategic Employee Benefit Solutions, in January of 2007. He started as the individual specialist, and worked to increase that department into what it is today. In 2010 he began to work on group business in addition to the individual business, and now has a large book of group business. In 2014 he was named the Vice President of Smart Solutions. With the help of his staff, Nathan works to insure that we are consistently providing outstanding customer service to our clients.

Colleen Mellor - President: Colleen opened Smart Solutions on July 1, 1993 as part of the Northwestern Mutual Financial Network. At that time, the agency was known under a different name. Since the agency started, Colleen has worked to increase the business. Smart Solutions now serves 300+ employer groups, and 1,700 individual/family plans. She currently serves on Intermountain Health Care, Regence Blue Cross/Blue Shield, and Avenue H Advisory Boards. She served on the United Health Care Advisory Board from 2011-2013, and on the Altius Advisory Board from 2007-2012. Colleen served as the President of the Utah Association of Health Underwriters from 2012-2013. She was also named one of the "30 Women to Watch" by Utah Business Magazine in 2008. Colleen is an expert in her field, and will cheerfully answer any questions you have, and provide outstanding service for all your health insurance needs!

Marilyn Richardson - Head Customer Service Representative: Marilyn began working for Smart Solutions back in 2002. Before coming to Smart Solutions she worked at Zions Bank. She heads up the customer service department for Smart Solutions. Marilyn has an amazing ability to figure out how to fix problems in a way that makes our clients very happy. She is a great asset to Smart Solutions, and is ready and willing to help our clients!

Katie Keefe - Customer Service Representative: Katie graduated as a Miner at Bingham High School and studied physical education at Utah Valley University.  Katie has been with Smart Solutions for a year and works as a customer service representative, dealing primarily with applications and enrollment.  Her inspiration to work for Smart Solutions would be credited to her family who has been the biggest support throughout her career.   When Katie is not helping clients with their insurance questions and needs, she is coaching cheerleading to children or spending time outdoors. 

Stephanie Platt - Customer Service Representative: Stephanie is the newest member of Smart Solutions. She started with the company in January 2015, and has been an enthusiastic and energetic addition to Smart Solutions. Prior to coming to work for Smart Solutions Stephanie worked for Northwestern Mutual for 23 years. For the last 17 of those years, she worked as the Executive Assistant to the Managing Partner. Stephanie has a cheerful personality, and is extremely helpful in any task she does!

Jeff Grant - Director of Operations: Jeff worked in the mortgage industry from 2002 to 2012. In January of 2012 he decided to get out of the mortgage industry, and came to work as the Director of Operations of Smart Solutions. Since coming to Smart Solutions, he has helped to streamline the day to day operations of Smart Solutions. He is in charge of the technology aspect of the company, making sure that we are utilizing technology to provide the best customer service possible. He is also the liason between Smart Solutions and the different life insurance agents that we work with. He is currently working towards being certified to sell Medicare.