company profile · continental special risks december 2008 – rps standard lines the treiber...

Company Profile

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About Risk Placement Services, Inc. (RPS)We are pleased to present information about our operations, our products, and most importantly, our people.

RPS was established as an Illinois corporation in May 1997. We are one of the nation’s largest Managing General Agent with a strong focus on Binding, Programs, Standard Lines Aggregation, Executive Lives, Healthcare and Open Brokerage business.

Mission Statement• Anticipate and react quickly and professionally, with a

sense of urgency to our customers.

• Continue to build business partnerships with insurance carriers and clients that transcend traditional market cycles.

• Service existing customer base while adding preferred, targeted key clients.

• Strengthen our marketing capabilities by strategically adding new carriers to our brokerage portfolio, and continue to feed our staple markets that support our clients.

• Create a challenging and fulfilling work environment for our employees that rewards results through teamwork, education and dedication throughout the brokerage process.

Our National NetworkWith headquarters located in Rolling Meadows, Illinois, our organization extends to more than 80 branch office and satellite locations. Each location has unique expertise and operates semi-autonomously. Growth through new merger partners is ongoing. Please see our National Office Directory for additional details on our branch locations.

Our TerritoryRPS is licensed in all 50 states and the District of Columbia. Additionally, all branch managers, underwriters and brokers are licensed in their marketing territory. All licenses are in good standing with all state authorities.

Largest MGA/Underwriting ManagerBusiness Insurance magazine has ranked RPS as the largest MGA/Underwriting Manager in the country for several consecutive years (2008–2014). This ranking is based on wholesale premium from Property & Casualty placements.

Our Insurance CompaniesRPS takes our carrier relationships seriously. We work with admitted and nonadmitted carriers with binding or brokerage capabilities. A.M. Best ratings of A- or better are required.

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RPS Premium Volume for 2017$3.1 Billion

Top 15 Carrier GroupsLloyd’s of London $312 millionNationwide Group $183 millionBerkshire Hathaway, Inc. $182 millionAIG $171 millionMarkel Group $134 millionAlleghany $123 millionW.R. Berkley Group $120 millionChubb $106 millionFairfax Financial $103 millionMunich $88 millionTravelers $83 millionAXIS $82 millionArgo Group $64 millionAmerican Financial Group $63 millionLiberty Mutual $62 million

RPS Revenue

Property . . . . . . . . . . . 33%

Casualty . . . . . . . . . . . 30%

Professional Lines . . . . . . 15%

Commercial Auto . . . . . . 13%

Workers’ Compensation . . . 4%

Other . . . . . . . . . . . . . 5%

Commercial Business Breakdown

MGA/Binding . . . . . . . . . 41%

National Brokerage . . . . 40%

Programs . . . . . . 14%

Standard Lines . . . . . . 5%

Major Business Segments

Commercial Lines . . . . . . 97%

Personal Lines . . . . . . . . 3%

Personal Lines vs. Commercial Lines

Property . . . . . . . . . . . 47%

Casualty . . . . . . . . . . . 23%

Executive Lines . . . . . . 22%

Workers’ Compensation . . . 4%

Other . . . . . . . . . . . . . 4%

Open Brokerage Breakdown

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Acquisition Timeline

May 1997 – The first RPS branch offices open in Chicago, IL, and Atlanta, GA

November 1998 – RPS TULSA R&R Select

December 1998 – RPS ORANGE COUNTY Nelson, Gordon & James

February 1999 ARM of California

January 2001 – RPS BOSTON Castle Insurance Associates

March 2001 – RPS SCOTTSDALE SKANCO International, Ltd.

December 2001 – RPS LEXINGTON Equity Insurance Managers

February 2003 W.E. Kingsley Co. Inc.

October 2003 CAL E&S Brokers, Inc.

October 2003 CAL E&S Brokers of NJ, Inc.

November 2003 – RPS NIPC National Insurance Professionals Corp.

April 2004 – RPS CHARLOTTE Edwin M. Rollins Co.

August 2004 – RPS HEALTHCARE Health Care Insurers

October 2004 – RPS LONG ISLAND I. Arthur Yanoff & Co.

May 2005 – RPS WORKCARE Workcare Northwest

May 2005 Alternative Market Specialists

April 2006 – RPS SALT LAKE CITY Sobieski & Bradley

June 2006 – RPS LOS ANGELES Lemac & Associates

March 2007– RPS TECHNOLOGY & CYBER ISG International

December 2007 – RPS MINNEAPOLIS The Robert A. Schneider Agency

December 2007 – RPS HEALTHCARE AVRECO

February 2008 – RPS HOUSTON The Leicht General Agency

November 2008 – RPS ROSWELL Continental Special Risks

December 2008 – RPS STANDARD LINES The Treiber Agency Group

July 2009 – RPS PORTLAND Gresham & Associates

July 2009 – RPS PROVIDENCE Gresham & Associates

October 2009 – RPS HONOLULU TRIAD Insurance Agency, Inc.

July 2010 – RPS CRAWLEY WARREN Crawley-Warren Insurance

December 2010 – RPS PARAMUS Continental, Marmorstein & Malone

December 2010 – RPS MANHATTAN All Risk/CESI

October 2011 – RPS ST. LOUIS S. A. Freerks & Associates

November 2011 – RPS FEDERAL WAY Mutual Insurance Services

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Acquisition Timeline cont.

December 2011 – RPS SALT LAKE CITY Transwestern General Agency

February 2012 – RPS COVINGTON First Premium Insurance Group, Inc.

September 2012 – RPS DES MOINES Taylor Insurance Agency

August 2013 – RPS BOLLINGER SPORTS & LEISURE Bollinger Insurance

September 2013 – RPS SCOBIE GROUP R.W. Scobie Group

November 2013 – RPS SHREWSBURY PA. Trans Office from All Risks, LTD

April 2014 – RPS AWU American Wholesalers Underwriting

May 2014 – SUNDERLAND INSURANCE SERVICES Sunderland Insurance Services from Norman-Spencer

June 2014 – RPS PLUS COMPANIES The PLUS Companies

June 2014 – RPS TRI-STATE Tri-State General Insurance from Shore Bancshares, Inc.

August 2014 – RPS COWLES & CONNELL Cowles & Connell

December 2014 – RPS CHELSEA Chelsea Surplus Underwriters, Inc.

March 2015 – RPS EXCEL Excel Insurance Services, Inc.

March 2015 – RPS METCOM Metcom Excess

June 2015 – RPS MONUMENT Monument, LLC

September 2015 – RPS NAI North Alabama Insurance, Inc.

March 2016 – RPS DISTEL Joseph Distel & Co., Inc.

April 2016 – RPS KDC KDC Associates, LLC

July 2016 – RPS GABOR Gabor Insurance Services, Inc. and its subsidiary, American Professional Liability Underwriters

October 2016 – RPS REGENCY Regency Group

January 2017 – RPS ADCO Adco General

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A Growing Network of Office LocationsRPS ADCO Denver, CO

RPS American Wholesalers Underwriting Stamford, CT

RPS Atlanta Alpharetta, GARPS Boca Raton Boca Raton, FLRPS Dallas Dallas, TXRPS Kansas City Overland Park, KS

RPS Bollinger Sports & Leisure Short Hills, NJRPS Boston Boston, MARPS Charlotte Charlotte, NCRPS Chicago Chicago, ILRPS Covington Covington, LARPS Cowles & Connell Meriden, CT

RPS Cowles & Connell (Brewster) Brewster, NYRPS Pittsburgh Canonsburg, PARPS Cowles & Connell (Langhorne) Langhorne, PARPS Cowles & Connell (Wilbraham) Wilbraham, MA

RPS Eau Claire Eau Claire, WIRPS New Albany New Albany, INRPS Omaha Omaha, NERPS Waukesha Waukesha, WI

RPS Excel Hamilton, NJRPS Executive Lines Chicago, IL

RPS AmPro Sebastian, FLRPS Executive Lines Lafayette, CARPS Executive Lines Los Angeles, CARPS Executive Lines Alpharetta, GA

RPS Federal Way Federal Way, WARPS Florence Florence, AL

RPS Ft. Lauderdale Ft. Lauderdale, FLRPS Boca Raton Boca Raton, FLRPS Gabor (Miami) Miami, FLRPS Gabor (Sebastian) Sebastian, FLRPS Miami Gardens Miami Gardens, FLRPS Orlando Maitland, FL

RPS Healthcare Chicago, ILRPS Healthcare Colorado Springs, CORPS Healthcare Tampa, FL

RPS Honolulu Honolulu, HIRPS Houston Houston, TX

RPS Austin Austin, TXRPS Headquarters Rolling Meadows, ILRPS KDC Henderson, NVRPS Lexington Lexington, KYRPS Long Island Uniondale, NY

RPS Wall Street New York, NYRPS Staten Island Staten Island, NY

RPS Los Angeles Los Angeles, CARPS Metcom/Paramus Ridgefield Park, NJ

RPS Metcom/Paramus Langhorne, PARPS Metcom/Paramus Paramus, NJ

RPS Minneapolis Bloomington, MNRPS IMC Balloon Minneapolis, MNRPS Des Moines West Des Moines, IA

RPS Monument Malvern, PARPS Ocean Marine Underwriting New York, NYRPS Orange County Santa Ana, CARPS Plus Companies Bridgewater, NJ

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RPS Portland Portland, MERPS Providence Warwick, RI

RPS PNP Rolling Meadows, ILPoulsbo, WA

RPS Regency East Lansing, MIRPS Roswell Alpharetta, GA

RPS Mobile Mobile, ALRPS Salisbury Salisbury, MDRPS Salt Lake City South Jordan, UTRPS San Francisco San Francisco, CARPS Scottsdale Scottsdale, AZ

RPS Seattle Bothell, WARPS Casper Casper, WYRPS Boise Eagle, ID

RPS Standard Lines Uniondale, NYRPS Technology & Cyber Cambridge, MDRPS Tulsa Tulsa, OK

RPS Little Rock North Little Rock, ARRPS Oklahoma City Oklahoma City, OKRPS Peoria Peoria, ILRPS St. Louis St. Louis, MO

RPS Workcare Eagle, IDSunderland Insurance Services Walnut Creek, CA

Branch Locations Satellite Locations Standard Lines

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Products and ServicesRPS operates as an Open Brokerage, MGA/Binding Authority, Standard Lines Aggregation and Programs company.

• Agribusiness

• Aviation

• Boiler & Machinery

• Casualty

• Construction

• Education

• Energy

• Environmental

• Executive Lines

• Healthcare

• Hired & Non-Owned Auto

• Hospitality

• Manufacturing

• Personal Lines

• Property

• Public Entity

• Real Estate

• Religious & Non-Profit

• Sports & Leisure

• Technology & Cyber

• Transportation & Garage

• Workers’ Compensation

Program Specialists• RPS BOLLINGER SPORTS & LEISURE

Sports Associations, Facilities & Events and Golf & Country Club

• RPS EXECUTIVE LINES Directors & Officers and Errors & Omissions

• RPS HEALTHCARE Medical Malpractice, Allied Medical Professional

• RPS MONUMENT Workers’ Compensation

• RPS PLUS COMPANIES Professional Liability specialists

• RPS PNP Social Service Agencies, Public Entities, Scholastic Organizations, Religious Institutions, Bicycle/Ski Dealers and Bicycle Manufacturers

• RPS REGENCY GROUP Workers’ Compensation

• RPS STANDARD LINES Personal Lines and Standard Lines

• RPS TECHNOLOGY & CYBER Technology and Cyber Specialists

• RPS WORKCARE Workers’ Compensation

• SUNDERLAND INSURANCE SERVICES Excess non-owned auto for delivery operations

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Corporate Information• Corporate accounting is handled in Rolling Meadows,

IL, while branch and satellite accounting is maintained at a local or regional level

• Our finances are in U.S. dollars and our financial year ends on December 31

• State of Incorporation – Illinois• Tax Identification Numbers: Risk Placement Services,

Inc.: 36-3110841• National Broker Number (NPN): 2101845 • CA License Number: 0C66724

TechnologyOur corporate Information Technology staff is headquartered in Scottsdale, Arizona. Support extends into branch locations with immediate response staff. We have internal communications via intranet and public communications on our website at RPSins.com. Our state-of-the-art systems provide secure access anywhere in the world, 24/7.

Corporate Social ResponsibilityRPS is known for doing the right thing, even if it means referring business to a competitor. We set our standards high for our carriers, our retail brokers and especially ourselves.

The RPS StaffMore than 1,700 associates are employed with RPS in more than 30 states and London. All employees undergo background checks at the time of hire. Generous benefits are offered and subsidized by the company.

Our Distribution PartnersWe appreciate the work of more than 20,000 independent agents and brokers across the nation using RPS for their specialty business. Each branch location develops relationships locally, as well as nationwide, with multilocation brokerage operations.

Our Trade Association Relationships• WSIA – Wholesale & Specialty Insurance Association• PLUS – Professional Liability Underwriting Society• CIAB – The Council of Insurance Agents and Brokers• TMPAA – Target Markets Program Administrators

Association

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LeadershipPresident – Joel Cavaness

630.285.4303 • [email protected]

Chief Financial Officer – Keith Bartz


Human Resources VP – Russ Robinson


Vice President, Market Relations – Russell Duffey


Brokerage President – John Head


Programs President – Chris Leisz


Standard Lines President – John Paterno


Vice President, Business Development – Curtis Anderson


MGA/Binding – Northeast Region VP – Steve E. Levin


MGA/Binding – Southeast Region VP – Laura Allen


MGA/Binding – South Central Region VP – Joel Stinson


MGA/Binding – North Central Region VP – Matt Lynch


MGA/Binding – Western Region VP – Ed Levy


Executive Lines President – Manny Cho


Healthcare President – Bill Yurek


National Property President – Wes Robinson


National Casualty President – Bill Wilkinson


Transportation Vice President – Jimmy Proffitt


President – Client Relations – Tish Fournet


Vice President – Client Relations – Chris Crawford


Professional Standards Director – Bob Markham


Chief Digital Officer – Ryan Collier


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Accounting Contact Information

Keith Bartz, Chief Financial Officer 630.285.3842 (IL) [email protected]

• RPS Atlanta• RPS Healthcare• RPS Boca Raton• RPS Boston• RPS Chicago• RPS Executive Lines• RPS Rolling Meadows• RPS Los Angeles• RPS Orange County• Risk Placement Insurance Brokers• RPS PSI• RPS San Francisco

Cynthia J. Zimmel, MBA, AIS, ASLI 480.860.5565 (AZ) [email protected]

• RPS Austin• RPS Charlotte• RPS Cowles & Connell• RPS Eau Claire• RPS Excel• RPS Federal Way• RPS Florence• RPS Ft. Lauderdale• RPS Healthcare• RPS Honolulu• RPS Houston• RPS Lexington• RPS Long Island• RPS Manhattan• RPS Metcom-Paramus• RPS New York City• RPS NIPC• RPS Portland• RPS Roswell• RPS Salt Lake City• RPS Scottsdale• RPS St. Louis• Sunderland• RPS Tulsa• RPS Workcare

Paul Moughamian 800.432.9348 (KY) [email protected]

• RPS American Wholesalers Underwriting• RPS PLUS Companies• RPS Salisbury• RPS Monument• RPS Standard Line

Joan Martin 410.901.0721 (MD) [email protected]

• RPS Technology & Cyber

Erin Gallagher 985.792.4469 (LA) [email protected]

• RPS Premium Finance

Tiffany Warren 985.792.4398 (LA) [email protected]

• RPS Covington

Knowledge. Relationships. Trust and Confidence.

RISK PLACEMENT SERVICES2850 Golf RoadRolling Meadows, IL 60008Ph: 630.285.4450 • Fax: 630.285.4020RPSins.com

company profile · continental special risks december 2008 – rps standard lines the treiber...

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