We Build Partnerships One Project at a Time
How We Began
In 1993, our founder started a small niche business in his basement with an idea of changing the way insurance carriers obtained and benefited from competitive intelligence. It started with weekly visits to insurance departments spending most of the day copying, reviewing and obtaining a countless amount of carrier rate, rule and form filings. Along the way we established many relationships at these departments and gained tremendous knowledge across all product lines. With the abundance of information that was being gathered we started writing a series of newsletters and reference guides as a distribution point for this information. With the continued success of these newsletters and newly formed relationships with many carrier subscribers, we decided to expand the company’s capabilities and began building a boutique like service-oriented consulting firm serving carriers and brokers countrywide. This vision, creativity and producer mindset have propelled the firm to become a widely recognized consulting and advisory firm in the U.S. and London markets.
What We Do
We are in a relationship business and we look to always align with partners who share the same ideas, concerns, and vision. We develop a strong bond with our clients offering them product guidance and establishing trust, and we are very focused on being the most customer centric outsourcing partner. We work closely with key carrier and broker stakeholders to understand their critical needs and pain points. Our onboarding model and management tools are well documented, and our workflow process is seamless. We follow insurance industry best practices, monitor business activity daily and establish effective communication.
Who We Are
We are a privately-owned company staffed by a diverse group of insurance industry professional. Each member of our team has a unique blend of skills and experience that spans across all areas of P&C and L&H insurance industries. We provide practical perspectives and solutions to the insurance industry. Our people are focused on being a creative and innovative business partner. We are a results driven organization offering a level of excellence that will deliver the best possible results for all clients.