Our Clients

We build long-term relationships

We Work With the Best

They are the movers of the industry. They are among the most progressive and forward-thinking firms in business – any business – today. They are companies with strong cultures of growth, service-ethos, and employee engagement. They are the companies that are defining tomorrow’s insurance landscape. We are proud to have many longstanding partnerships with the best of the best our industry has to offer. Among the more than 300 insurance organizations we work with are:

Retail Insurance Agents and Brokers


Leading independent agencies in the US and Canada, many of which are active partner-members of:

Assurex Global  I  CIAB  I  MarshBerry APPEX  I  MarshBerry TASC  I  Intersure  I  Incite Performance Group  I  RiskProNet


Managing General Agents and Program Administrators

Wholesale Insurance Brokers

Carriers and Claims Administration Firms