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No Distractions for Producers

  • Dedicated service teams
  • Producers focus on new business
  • Smooth hand off post-closing

Larger Accounts Follow to Middle Market

  • Accounts over $10,000 of commissions follow to Middle Market
  • Serviced by Middle Market Account Managers
  • Select producer renewal comp upon promotion

High Client Retention

  • Automated renewal workflows
  • Larger select accounts serviced locally
  • Small accounts in region hubs / service centers

Operational Excellence

  • Staff knowledge, experience and longevity
  • Staff training & onboarding

Operational Innovation

  • Technology innovation
  • Technical resources

100 Summit Lake Drive, Suite 400, Valhalla, NY 10595

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