Services Offerred

Creative, independent, strategic, foward-thinking, experienced and thoughtful opinions, recommendations and solutions to niche business segments.

We seek to cultivate and develop, long-term profitable, stable and mutually beneficial business relationships:

Insurance Companies – for reinsurance placement.

  • Matching specializes reinsurance company underwriters to customize, smaller, more unique, long-term insurance company needs.


Managing general agents/General agents/Program administrators – desiring underwriting authority appointments.

  • Identifying dedicated, committed, long-term company partners for market specific, program oriented production sources.


Wholesale Brokers – for surplus lines and admitted binding authorities.

  • Matching dedicated companies on a regional basis, enabling the carrier and binding authority agent the ability to achieve their business objectives.




Consulting Service Practice – Areas of Specialty


Niche Reinsurance Placement Intermediary

  • Niche reinsurance placements, typically too small and cost prohibitive for traditional, large reinsurance intermediaries to handle.
  • Access to domestic, “A-” or better A. M. Best rated, professional reinsurers.
  • Successfully completed numerous transactions since 1988.


Specialty Program Insurance Intermediary

  • Identify specialty market underwriting managers and program administrators with well regarded reputations, strong marketplace knowledge and in-depth underwriting acumen who are seeking new policy issuing carrier, trade partners.
  • Prefer existing business portfolios, but will entertain viable start-up opportunities.
  • Successfully completed numerous transactions since 1988.


Binding Authority Insurance Intermediary

  • Identify wholesale & surplus lines brokers who desire a binding authority relationship with domestic “A-” or better A.M. Best rated carriers.
  • Binding authorities are typically limited by the carrier on a regional basis
  • Successfully completed numerous transactions since 2009.