Ramon Barredo

Ramon is a partner at Palm Trinity Insurance Services and runs the firm's sales operations — the CRM, the marketing infrastructure, the outbound lead-generation engine, and the producer-coordination work that connects new leads to the firm's binding producers. The partnership between Ramon, Brian Kong, and Ron Ng splits cleanly: Brian and Ron run the underwriting and carrier relationships; Ramon runs the sales-ops platform that feeds them new business.

On the operations side, Ramon manages the firm's GoHighLevel CRM sub-account, the cold-email infrastructure on the palmtrinityins.com sending domain, the RingCentral telephony stack (the (213) 616-8500 main queue with extensions for each producer), and the producer round-robin and self-claim smart lists that route the daily lead flow. The firm's apartment-owner lead pool — built from PropStream Pro filtering, NeverBounce email verification, and the historical Tracerfy enrichment — is approximately 16,700 OC-and-South-Bay apartment-owner contacts as of mid-2026.

Ramon holds California Department of Insurance Producer License #0E61396, with current lines of authority covering Accident & Health (A&H), Casualty, Life, and Property. The Property and Casualty authorities are the ones that apply to Palm Trinity's commercial habitational, restaurant, and hotel placements; the Life and A&H authorities are personal licensure that predates the Palm Trinity partnership.

License status can be verified directly through the California Department of Insurance license lookup at insurance.ca.gov.

Ramon's background spans California insurance brokerage, commercial real estate, and agency operations technology. The Palm Trinity partnership was structured around the complement between his sales-and-platform skill set and Brian and Ron's underwriting-and-carrier-relationship depth. The premise is that an independent California commercial brokerage now needs both halves to scale — the carrier-relationship work that places business correctly, and the sales-operations work that surfaces the right new business to place.

Before Palm Trinity, Ramon worked across several California insurance and operations roles. The firm's current operational stack — GoHighLevel as the central CRM, Microsoft 365 as the messaging and identity layer, RingCentral as the telephony layer, Instantly as the cold-email layer, n8n as the workflow-automation layer, and a small set of custom Python scripts for the data-engineering pieces — was built by Ramon over the course of 2025-2026 to support both the Palm Trinity book and several adjacent agency engagements.

Sales operations and producer coordination. The producer team at Palm Trinity (Rajane Mohan, Jacobo Janna, Laura Cervantes, Chris Le, and Catherine Nacua in addition to Brian and Ron) works the day-to-day quoting and binding pipeline; Ramon's job is to make sure leads route to the right producer, that follow-up cadences fire correctly, that the renewal calendar fires on time, and that the call-recording and notes-taking discipline holds.

Marketing infrastructure. The firm runs two cold-email domains (palmtrinityins.com for apartment-owner outreach and palmtrinityfood.com for the restaurant vertical), the GoHighLevel chat widget and quote-form integration, a Meta Pixel and Google Tag Manager telemetry stack, and the editorial calendar for the blog and the various marketing experiments. The Vercel-hosted Next.js site — including the county hub pages, vertical pillar pages, crossroads, and city sub-pages — is also under Ramon's operations responsibility.

Technology and integration. The integration work — connecting RingCentral call events to GHL contacts, building n8n bridges for cold-email reply attribution, maintaining the PropStream and Tracerfy data-pipeline scripts, managing the Microsoft 365 / DNS / mailbox infrastructure across both domains — is a meaningful share of the day-to-day.

Ramon is reachable through the Palm Trinity main office at (213) 616-8500 or at ramon@palmtrinity.com. For partnership inquiries, sales-operations questions, or the various technology and integration topics the firm works on, his email is the right channel. For binding-and-coverage submissions, the fastest path is the firm's general info@palmtrinity.com address — submissions route to the right producer from there.