Independent insurance brokers with apassion for delivering measurable results.

Presenter Info, Date

Assurance at a Glance

Retail insurance and risk management brokerage

Independent

National reach

$42 million in revenueOver $450 million insurance premiums placed

200 employees – 1 central location

95% annual client retention over past 10 years

Most recent client survey98% of our clients would recommend us to others

Assurance Services

Business

Insurance

Employee

Benefits

Private Insurance

Management

Alternative Risk Programs

Surety Bonds

Executive Benefits

Retirement Advisory Services

Safety Consulting

Claims Advocacy

Other Services Include:

Certificate Tracking

Disaster Planning

Wellness Programs

HR Consulting

Forecasting & Predictive Modeling

Compliance Support

Our Uniqueness

Independence

Funded and formalized perpetuation plan

Diversified employee ownership

Independence ensures optimal decision making and service consistency

Personally vested

Compensation model promotes long-term relationships

Perpetuation plan creates commitment; more consistency

Market access

Contracts with regional and national insurance companies; preferred status

Alternative risk program expertise provides options

Results-driven

Proven ability to quantify performance

Regularly survey clients seeking continuous improvement

Our Culture

Happy Employees = Happy Clients

Rewarding, positive, family focused and fun culture

Celebrate often to inspire workforce

Focus on education to stay competitive

Industry-leading wellness programs to promote healthy work-life balance

Strong community involvement through Assurance Caring Together

Over 5,000 labor hours have been donated by Assurance employees since 2005

Yellow + Blue = Green

Assurance cares about the environment and our impact on it

Awarded Like No Other

Assurance Today

Today 30 employee shareholders including executive management, brokers and key managers

Formalized strategic plan incorporating broad reaching Vision, Core Purpose and Major Strategies

Assurance University providing accredited educational programming (online and in person)

Construction, senior care, manufacturing and staffing industry continue to be key client segments

Assurance is successfully serving businesses in nearly every industry segment imaginable

5,000 clients

Located in all 50 states

Risks spread across the country and the globe

Typical Assurance Client

Major business assets are located in United States

Interested in controlling/positively affecting their claims and loss experience – employee benefits or property and casualty

“Typical” notwithstanding, Assurance works with clients well above and well below these thresholds

Sales

$2M

$500M

Employees

50

3,000

Premiums

$25K

$5M

National Scope

Over 5,000 clients located across the country

National and International Reach

Strategic relationships with Intersure and Globex

Assurance can assist you in analyzing your risk any place on the globe

IntersureConsortium of the top independent insurance brokerage

firms in the U.S., Canada and Europe

Globex International risk management, insurance and employee

benefits consultancy firm with a worldwide network of local

agents and brokers

Creates a network of over 190 associate companies located

throughout the United States and over 30 foreign countries

Creating Value for Our Clients

Form highly personalized relationships to better understand our client’s unique business drivers

Goals are established and services are delivered through specific service plans

Service plans are tracked internally and employees passionately execute our plans

Each service area brings quantifiable results to clients

75% of Assurance employees are enrolled in continuing education classes; smart people bring creative solutions

We’re Your “A” Team!