Who we are - Insurance Agency in Syracuse & Upstate NY€¦ · Lockton $1,007,150,000 (62 offices)...

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Passport• Acollaborativeweb-basedsystemthatsynchronizescommunicationbetweenbrokersandclients.Todaywehavemorethan20,000usersinthesystem.

• Allowsunificationofeffortsinservicingmid,largeandinternationalaccounts.Affordsbrokerandclientaccess.

• FeaturesasubmissiontoolwhichallowsPartnerstoprocesssubmissionstocarriersviaasecureconnection.

Community• ThefutureforPartner-to-Partnercommunication.ItisourinternalwebsitethatactsmuchlikeLinkedIn.

www.assurexglobal.com

AssurexGlobalisanexclusivePartnershipofthemostprominentindependentagentsandbrokersintheworld:

• Foundedin1954• Morethan$2.9billioninannualrevenue• 101Partnerswithmorethan500Partnerofficesonsixcontinents(17,000insuranceprofessionals)

• Partner-driven,Partner-owned• HeadquarteredinColumbus,Ohio,USA

GlobalbreakoutofAssurexGlobalfirms:Asia/Pacific* 11PartnersEMEA 30PartnersLatinAmerica/Caribbean 8PartnersNorthAmerica 52Partners*one correspondent broker in region

Who we are

What we do• Facilitatebestpractices• Meetingsandprofessionaldevelopment

• Operationaltools• Partnerbenchmarking-Financial-Operational

• Perpetuation/independentownership• Internationaltradingplatform• Privateexchange-Healthcare

• Captives-PARLtd./E&OPlusnBermuda captive; agents’ E&O nunderwritten by Fireman’s Fund -AGPLLC/AGRe/AGCRnconstruction cell underwritten by ARCH nsmall business cell underwritten by Great American -AssurexDevelopmentCorp(ADC)n$100 million in loans ncarrier investors: Chubb, CNA, Hanover, Hartford,Travelers, Unum

How we do it

World’s Largest Insurance Brokersranked by 2012 brokerage revenue

source:Business Insurance,July15,2013

Future directives• practicegroups• placementdataanalytics• multi-nationalbusinessdevelopmentandbranding

*based on 98 Partner firms. Regional breakouts on page 2.

Commercial Lines, 17,296,003,479

Personal Lines, 1,284,409,893

Benefits, 9,422,229,760

Commercial Lines Personal Lines Benefits

All RegionsAssurex Global 2012

Premium Volume*total:$28billion

Aon $11,476,000,000(500offices)

AssurexGlobal $2,919,784,592(538offices)A.J.Gallagher $2,385,000,000(350offices)WellsFargo $1,575,444,000(127offices)BB&TInsurance $1,480,274,900(117offices)JLT $1,404,834,420(82offices)Brown&Brown $1,400,362,797(241offices)Lockton $1,007,150,000(62offices)HubInternational $988,687,335(295offices)

Willis $3,458,000,000(400offices)

Marsh $11,924,000,000(567offices)

updated September 2014

www.assurexglobal.com

APAC Region 2012Premium Volume

EMEA Region 2012Premium Volume

LAC Region 2012Premium Volume

NA Region 2012Premium Volume

based on 22 Partner firms. based on 12 Partner firms.

based on 8 Partner firms. based on 56 Partner firms.

total:$1,002,788,474 total:$2,384,575,494

total:$529,518,157 total:$15,211,719,382

www.assurexglobal.com

Board of Directors

President & CEOJim HackbarthAssurexGlobal

Gautam Boda*J.B.Boda&CompanyPvt.Ltd.

Past ChairStefan NillLeue&NillGmbH&Co.

ChairmanBob CawleyRCM&D

*Regional Chairman

Greg CollinsParker,Smith&Feek,Inc.

Tienmann “T.C.” ChauXimcoCorporation

Jørn Gisvold*NorwegianBrokerAS

Matt DonnellyGriffiths&Armour

Dean HildebrandtAhmann-Martin

Kurt WatsonTheIMAFinancialGroup,Inc.

Andy SloanTheMagnesGroup,Inc.

Charlie Rosson*Woodruff-Sawyer&Co.

Pablo Lorant*LorantMMS,SegurosyFianzas

Bob KlonkOswaldCompanies

Jim KapnickKapnickInsuranceGroup

Tom HughstonRoachHowardSmith&Barton

Glenn HortonTheHortonGroup,Inc.

www.assurexglobal.com

AcclaimInsuranceBrokersPteLtd.AEGISCo.,Ltd.*AsianAllianceRiskServicesTaiwanCornes&CompanyLimitedDaewooINSKoreaCorp.Gotuaco,delRosarioInsuranceBrokers,Inc.HoulderInsuranceBrokersFarEastLimitedJ.B.Boda&CompanyPvt.Ltd.MIRInsuranceBrokersStateInsuranceBrokersSdn.Bhd.TrafalgarInternationalLtd.XimcoCorporation

Correcol–CorredoresColombianosdeSegurosS.A.GabelCorredoresdeSegurosSACInterbrokGroup–Adams&PorterSociedadedeCorretagemdeSegurosLtda.Lilienfeld,CorredoresdeSegurosLimitadaLorantMMS,SegurosyFianzasMaklerS.A.MaKLeRSociedaddeCorretajedeSeguros,C.A.PadecoSeguros

ACECAAlliAInsuranceBrokersn.v./s.a.AllriskLeue&NillVersicherungsmaklerGmbHArachasCorporateBrokersLtd.AscomaGroupAssociatedInsuranceConsultantsBHSigortaveReasuransBrokerligi,A.S.CharlesStanleyFinancialSolutionsCicorInternational,S.L.DahlbergAssuranceBrokersA/SDoganSigortaveReasuransBrokerligi,A.S.EurobrokersS.A.F.RegoCorretoresdeSeguros,S.A.GEPARGIBInsuranceBrokers(Pty)Ltd.Griffiths&ArmourHennerIBCInsuranceBrokingandConsultingSAJoãoMataCorretoreseConsultoresdeSeguros,LdaLeaderimInsuranceBrokers(1995)Ltd.Leue&NillGmbH&Co.MAICentralEasternEuropeLtd.MAIInsuranceBrokersMeeùsAssurantiënB.V.MillerInsuranceServicesLLPNorwegianBrokerASRibéSalatBrokerCorreduriadeSegurosyReaseguros,S.L.OptimumInsuranceConsultantsOyServyrCourtage/SCADAssurancesSASSöderberg&Partners

Ahmann-MartinBolton&CompanyCatto&CattoLLPCeledinasInsuranceGroupFredC.Church,Inc.CobbsAllenCottingham&Butler,Inc.TheCrichtonGroupCouchBraunsdorfInsuranceGroup,Inc.Cragin&Pike,Inc.TheDanielandHenryCo.DanielsInsuranceAgency,Inc.DiBuduo&DeFendisInsuranceBrokers,LLCEarly,Cassidy&Schilling,Inc.Engle-Hambright&Davies,Inc.ExcelInsuranceandRiskManagement,Inc.Freisenbruch-MeyerInsuranceServicesLimitedFrenkel&Co.,Inc.Gillis,Ellis&Baker,Inc.TheGrahamCompanyGroupeViau,Inc.HardenHaylor,Freyer&Coon,Inc.TheHDHGroup,Inc.TheHortonGroup,Inc.TheIMAFinancialGroup,Inc.INSURICAKapnickInsuranceGroupKinneyPikeInsurance,Inc.LanierUpshaw,Inc.Lipscomb&PittsInsuranceLLCLMCInsurance&RiskManagement,Inc.LouisianaCos./Querbes&NelsonLyonsCompaniesTheMagnesGroup,Inc.TheMahoneyGroupMJInsurance,Inc.Moreton&CompanyOswaldCompaniesParker,Smith&Feek,Inc.PayneWestInsurance,Inc.R&RInsuranceServices,Inc.RCM&DRoachHowardSmith&BartonTheRowleyAgency,Inc.ShawSabey&AssociatesLtd.Starkweather&ShepleyInsuranceBrokerage,Inc.ThamesBatréInsuranceTheUnderwritersGroupWedgwoodInsuranceWoodruff-Sawyer&Co.WorthamInsurance&RiskManagement

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Assurex Global Partners

*correspondentbroker