NFP Corp. is a prominent insurance broker and consultant based in New York, specializing in a comprehensive range of services that include corporate benefits, retirement planning, property and casualty insurance, and individual insurance solutions. Established in 1998, the company operates through two main segments: Insurance Brokerage and Consulting, which caters to corporate clients with tailored insurance solutions, and Advisor Services, which supports independent financial advisors with broker/dealer and registered investment advisory services. NFP Corp. focuses on serving middle-market companies, financial advisors, and high-net-worth individuals, leveraging its expertise and innovative technologies to foster strong relationships with insurers and financial institutions. The company was previously known as National Financial Partners Corp. and rebranded to NFP Corp. in March 2015.
Ascend is a modern payments solution specifically designed for the insurance industry, aimed at automating insurance payment processes from start to finish. The platform facilitates various functions, including online customer payments, premium financing, and the distribution of commissions and payables. By streamlining operations and reducing payment friction, Ascend enables digital distributors to enhance their sales capabilities and provide a seamless online checkout experience for customers. This comprehensive approach not only simplifies insurance transactions but also supports the growth of client businesses by eliminating labor-intensive processes.
TrustLayer is an insurtech solutions company that focuses on automating insurance verification through the use of machine learning and artificial intelligence. Its collaborative risk management platform aims to reduce friction between businesses by streamlining the verification and tracking of insurance certificates, licenses, and other compliance documents. By employing robotic process automation tools, TrustLayer helps organizations eliminate manual, error-prone workflows, increasing insurance compliance and reducing organizational risk. The company serves clients across multiple billion-dollar industries, including construction and property management, who value the platform's ease of use and its ability to enhance vendor compliance while supporting various use cases.
Honeycomb, formerly known as Agilius, operates an insurance technology platform that specializes in real estate insurance services. Founded in 2019 and based in San Francisco, California, the company offers a streamlined online process for homeowners associations, property managers, developers, and building owners to purchase master insurance policies for condominium and apartment buildings in under three minutes. By leveraging advanced technologies such as aerial photography, computer vision, artificial intelligence, and machine learning, Honeycomb eliminates the need for on-site inspections, allowing users to obtain instant, hassle-free quotes and manage their policies efficiently. This innovative approach aims to bring simplicity and transparency to the real estate insurance market, providing significant cost savings for its clients.
TrustLayer is an insurtech solutions company that focuses on automating insurance verification through the use of machine learning and artificial intelligence. Its collaborative risk management platform aims to reduce friction between businesses by streamlining the verification and tracking of insurance certificates, licenses, and other compliance documents. By employing robotic process automation tools, TrustLayer helps organizations eliminate manual, error-prone workflows, increasing insurance compliance and reducing organizational risk. The company serves clients across multiple billion-dollar industries, including construction and property management, who value the platform's ease of use and its ability to enhance vendor compliance while supporting various use cases.
Ogilvy Insurance Inc. is a multidisciplinary insurance brokerage based in Westmount, Canada, with additional offices in Toronto and Oakville. Founded in 1924, the company specializes in providing a comprehensive range of insurance services, including commercial and personal lines property and casualty insurance, group benefits and pensions, as well as life insurance and investment solutions. As of late 2020, Ogilvy Insurance operates as a subsidiary of NFP Corp., focusing on delivering tailored insurance information and advice to help clients make informed decisions.
Insurance Specialty Group, LLC is a managing general agency based in Atlanta, Georgia, that specializes in providing a range of insurance brokerage services across the United States. Founded in 1998, the company offers various insurance products, including general liability, products liability, professional lines, management liability, property, transportation, contractor programs, workers compensation, and specialized coverage for sexual molestation liability. Additionally, Insurance Specialty Group focuses on underwriting insurance for builders and contractors, offering coverage for construction risks to protect both residential and commercial projects. This enables builders to operate with greater confidence and safety while mitigating potential risks associated with construction activities. As of October 2020, Insurance Specialty Group operates as a subsidiary of NFP Corp.
NFP Ireland, formerly known as HMP Insurance & Pension Advisors Limited, is a provider of employee benefits consulting services based in Ireland. The company specializes in offering advice on employee benefits, pensions, and group risk to both corporate and individual clients. As a subsidiary of NFP Corp, NFP Ireland focuses on delivering tailored solutions that cater to the needs of its diverse clientele, ensuring they receive comprehensive support in managing their employee benefits and retirement planning.
EFG&M Management, LLC is an employee benefits brokerage firm based in Austin, Texas. As a subsidiary of NFP Corp since July 1, 2020, EFG&M serves employers in central Texas by offering long-term benefits solutions. The firm focuses on helping businesses achieve their goals while enhancing the well-being of their employees, all within budgetary constraints.
Rose & Kiernan is a multidisciplinary insurance broker with sophisticated capabilities in P&C, surety and employee benefits. The firm provides a variety of solutions – including insurance, employee benefits and risk management – to businesses, individuals and public and private organizations primarily in New York State and New England.
Team Scotti is a national insurance broker offering unique insurance solutions and employee benefit programs to Major League Baseball (MLB) and Minor League Baseball (MiLB) and their affiliates.
Progressive Benefits Agency, Inc. is a benefits brokerage company based in Solon, Ohio, specializing in comprehensive employee benefit solutions for small and middle-market clients. Established in 1994, the company aims to help businesses attract and retain talented employees through tailored benefit packages. As of December 2019, Progressive Benefits Agency operates as a subsidiary of NFP Corp, enhancing its ability to serve a diverse clientele seeking effective employee benefits strategies.
Koty-Leavitt Insurance Agency
Acquisition in 2020
Koty-Leavitt Insurance Agency operates as a P&C broker. Koty-Leavitt specializes in offering tailored insurance solutions to medical device distributors.
Relay, brokers drastically increase their close and renewal rates by securing and comparing quotes and creating winning proposals faster. Relay is the single-entry multi-carrier comparative-rating solution that can handle all P&C lines, across all mediums including both instant (“API”) and email quoting, at any level of complexity.
Convr is the leading Artificial Intelligence (AI) company that is digitally transforming commercial P&C insurance, enabling a frictionless underwriting experience. The platform has revolutionized the industry through data, discovery and decision intelligence (Data. Discovery. Decision.™). The Convr family encompasses commercial carriers of all sizes, including many of the Top 10 carriers, which use the platform to enable superior performance, optimal efficiency and world-class customer experiences. Convr’s solution supports all core commercial lines of business and classes. All parts of the platform are available via a highly-intuitive underwriting user desktop, as well as through system-to-system API connectors. In the workplace, Convr enables four core use cases: d3 Intake™ reads and digitizes submission paperwork, such as ACORD applications and loss runs, to reduce manual data entry; d3 Risk 360™ provides additional insights on risks from thousands of data sources; d3 Answers™ uses AI to respond to underwriting questions, saving significant underwriter time while improving consistency and accuracy; d3 Risk Score™ enables risk selection and prioritization to better focus downstream underwriting resources Commercial insurers are able to put forth a modern, digital underwriting experience that helps them achieve superior operational and ROI including: Attaining 40-60% Straight-Through Processing of new business submissions; Saving up to 5 hours of research time per underwriter per week; An exceptional customer experience, thereby raising the value of their brand to become the Carrier of Choice in their markets. Convr currently powers a strong family of leading brands such as Penn National, Columbia, Crum & Forster, Joyn Insurance, Encova, AF Group, to name a few, that are now using AI to achieve underwriting excellence. To learn more, visit https://www.convr.com/
Transit Insurance Services, Inc., founded in 1982 and based in Ontario, California, is a property and casualty insurance broker specializing in providing coverage to trucking fleets throughout the Western United States. As a subsidiary of NFP Corp since August 2019, the company offers a comprehensive range of insurance products, including auto liability, physical damage, motor truck cargo, workers compensation, occupational accident, general liability, and property insurance. This diverse portfolio positions Transit Insurance Services as a key player in the insurance market, catering specifically to the needs of the transportation industry.
Independent Bankers Insurance Services provides management liability coverage to community banks. Independent Bankers Insurance Services is widely recognized as industry experts.
McLean Hallmark Insurance offers unique property and casualty (P&C) solutions, specializing in trucking, car dealerships, moving and storage, marine and surety solutions, high net worth private client insurance, as well as employee benefits and pension services.
Outdoor Insurance Group, Inc. operates as insurance broker for outdoor recreational businesses, including campgrounds, consulting foresters, recreational vehicle parks, hunt clubs and leases, and destination resorts. The company is based in Louisville, Colorado. It operates as a subsidiary of NFP Corp.
GCG Risk Management specializes in workers’ compensation management services for employers. Our expertise in Workers’ Compensation Insurance, Claims, Law, and Workplace Health & Safety combine to offer the client a unique resource for dealing with the myriad of issues which encompass this workers’ compensation coverage.
Excel Bonds & Insurance Services is a commercial insurance and surety bond broker. Excel Bonds & Insurance Services boasts a diverse, international client portfolio, including middle-market and large-scale firms across the U.S. and Canada in the waste management, construction, real estate and manufacturing industries, among others.
Indio Technologies, Inc. operates a cloud-based software platform designed to streamline the insurance application and renewal process for brokers and their clients. Founded in 2015 and based in San Francisco, California, the company's platform features over 5,000 digitally enhanced insurance forms, a comprehensive e-signature solution, and secure document sharing capabilities. This allows brokers to efficiently manage applications by uploading existing data and transforming it into interactive online workbooks. The platform alerts brokers when clients engage with the application process, thereby improving communication and efficiency. Indio Technologies serves a diverse range of brokers, facilitating the servicing of more than 300,000 business clients. The company aims to enhance workflows, reduce operational redundancies, and ultimately help brokers win more business while saving time and resources. Indio Technologies became a subsidiary of Applied Systems, Inc. in early 2020.
Convr is the leading Artificial Intelligence (AI) company that is digitally transforming commercial P&C insurance, enabling a frictionless underwriting experience. The platform has revolutionized the industry through data, discovery and decision intelligence (Data. Discovery. Decision.™). The Convr family encompasses commercial carriers of all sizes, including many of the Top 10 carriers, which use the platform to enable superior performance, optimal efficiency and world-class customer experiences. Convr’s solution supports all core commercial lines of business and classes. All parts of the platform are available via a highly-intuitive underwriting user desktop, as well as through system-to-system API connectors. In the workplace, Convr enables four core use cases: d3 Intake™ reads and digitizes submission paperwork, such as ACORD applications and loss runs, to reduce manual data entry; d3 Risk 360™ provides additional insights on risks from thousands of data sources; d3 Answers™ uses AI to respond to underwriting questions, saving significant underwriter time while improving consistency and accuracy; d3 Risk Score™ enables risk selection and prioritization to better focus downstream underwriting resources Commercial insurers are able to put forth a modern, digital underwriting experience that helps them achieve superior operational and ROI including: Attaining 40-60% Straight-Through Processing of new business submissions; Saving up to 5 hours of research time per underwriter per week; An exceptional customer experience, thereby raising the value of their brand to become the Carrier of Choice in their markets. Convr currently powers a strong family of leading brands such as Penn National, Columbia, Crum & Forster, Joyn Insurance, Encova, AF Group, to name a few, that are now using AI to achieve underwriting excellence. To learn more, visit https://www.convr.com/
Tomorrow Ideas develops an application that helps in protecting family’s financial future. Its application includes last will and testament for the family and the laws of the state, a revocable living trust, guardianship for children and pets, net worth and life insurance calculator, term life insurance comparison, and a complimentary insurance policy. Tomorrow Ideas' application can be downloaded from iOS and Android. David Hanley, Erik Berg, Joshua Heckathorn, and Wayne Rambo founded it in 2015, with its headquarters in Seattle in Washington.
BHJ Insurance specializes in providing benefits solutions tailored for small group employers and the individual health care market. The company focuses on delivering effective risk management and insurance solutions, including business, personal, and group benefits insurance. In addition to its insurance offerings, BHJ Insurance provides advisory services, guiding clients in selecting the most appropriate insurance policies to meet their specific needs. Through education and personalized support, BHJ Insurance aims to navigate the complexities of insurance for its clients, ensuring they make informed decisions.
McCullough Insurance Agency Inc., founded in 1919 and based in Flagstaff, Arizona, operates as a comprehensive insurance agency offering a wide range of personal and business insurance products. Personal insurance options include auto, homeowners, boat, classic automobile, manufactured/mobile homes, motorcycles, recreational vehicles, and umbrella policies. For businesses, the agency provides general liability, business auto, property, inland marine, and workers' compensation insurance. McCullough Insurance Agency is committed to delivering expert insurance advice and competitive coverage tailored to the needs of its clients, ensuring efficient claims assistance to facilitate quick recovery from losses. As of May 2017, the agency is a subsidiary of NFP Corp.
AAG is a full-service P&C insurance broker and offers expertise in personal and commercial P&C insurance. It offers insurance protection from many of the top-rated insurance companies.
McLaughlin & Smoak Benefits is an independently owned and operated benefits agency. McLaughlin & Smoak Benefits team specializes in the customization and successful implementation of large employer benefits strategies.
Mattecheck & Associates, established in 1985, is a full-service employee benefits firm that specializes in providing tailored insurance solutions for businesses. Initially focusing on group insurance, the company has since expanded its offerings to include a comprehensive range of employee benefits advisory and consultancy services. Mattecheck & Associates prioritizes understanding the unique needs and concerns of its clients, which allows them to design optimal benefit plans that align with organizational goals. The firm also emphasizes personal service, ensuring that clients and their employees have the necessary tools and support for their day-to-day activities. Additionally, Mattecheck & Associates offers a confidential platform for employees to engage with service representatives, maintaining privacy in their discussions regarding benefits.
Our Services Sets Us Apart Analyzing your business and customizing the most cost effective coverage is just the beginning of our association together. There is so much more we do to build value in our relationship. We actually become an extension of your management team, working with you on an on-going basis to expedite claims, preserve your assets and reduce expenses. Building A Valued Relationship Your team at HT&R is committed to building valued relationships based on integrity, trust, and personalized service. HT&R has an impressive track record of providing Business and Personal Property & Casualty Insurance, and Employee Benefits. Our premium value places us in the top 3% of insurance brokers in America. HT&R's success is attributed to long-standing relationships with insurance companies, our broad resources and diverse industry expertise. Professionalism At Every Level HT&R is a company that believes professional client service is paramount to our mutual success. Our understanding of your business, combined with our relationships with over 100 insurance companies, enables us to be proactive and preventive, instead of just reactive. Our Qualifications and dedication to exceeding your expectations in service and support are only some of the reasons the great majority of our clients renew with HT&R and recommend us to their business associates year after year. Trusted Risk Management Partners Since 1923 HT&R has been providing innovative risk management solutions for over 80 years. Our entrepreneurial spirit and unique approach to solving problems have made us a leader in the insurance industry, with over 2000 clients nationally and internationally. HT&R has differentiated itself in the marketplace by being more than just a risk management partner. Our objective is to gain a thorough understanding of your risk management needs and become an extension of your management team.
SST prides itself on the vast experience of our consulting team. Our strategy is to attract team members who possess extensive experience in the defined contribution/deferred compensation marketplace. There are few individuals in the industry who possess this broad combination of experience and specialized skill sets. OUR PHILOSOPHY • UNDERSTANDING – SST begins new client relationships with a complete understanding of your history, your decision making methods and your goals. • EDUCATION – We provide timely and comprehensive education to the decision makers and plan participants. • SERVICE – We hold Vendors accountable for promises and commitments through contracted performance standards that contain monetary penalties. • PROCESS – We are not predisposed to a specific outcome. Rather, we allow the best interests of our clients to provide direction. • BEST PRACTICES – We offer guidance and solutions based on best practices and current market conditions and identifiable future regulatory and market changes. • FIDUCIARY RESPONSIBILITIES – We identify the employer’s fiduciary responsibilities and provide the direction to best meet them. • PARTICIPANT BENEFIT – We believe that the key to all Plan decisions is ultimately what is in the best interest of the participants. TRANSPARENCY To ensure complete objectivity, SST severed all contractual relationships with the provider community many years ago. Additionally, SST employees do not accept any revenue, gifts, trip awards or entertainment invitations from any providers. This transparency allows us to fully explore the market on behalf of our clients with any provider we believe can offer the most appropriate solution and to make recommendations with complete impartiality. We take a client centered approach to consulting, acting in the best interest of our clients to deliver measurable outcomes.
First West Brokerage Services, Inc. (First West)
Acquisition in 2016
First West is a full service benefits insurance broker and consultant specializing in group health plans with additional offerings in corporate retirement products, ancillary benefits and human resources solutions, as well as individual wealth management. The firm is based in Orem, UT, with a second office in Salt Lake City.
Linkfield Corporate Solutions Limited is an insurance broker based in Birmingham, United Kingdom, specializing in a wide array of insurance products and risk management services. Established in 2005, the company caters to both large corporate clients and small to medium-sized businesses. Its offerings include business interruption risk management, commercial and industrial insurance, property and construction insurance, and various liability coverages such as directors and officers personal liability, employers liability, and professional indemnity insurance. Additionally, Linkfield provides motor fleet, motor trade, self-drive hire, and accident management insurance. The company operates as a subsidiary of NFP Corp.
En profitant de la force d’un agent général avec une présence nationale, vous ne pourrez que bénéficier des meilleurs avantages. L’équipe de Groupe Force Avantages Sociaux deviendra votre première ressource de soutien administratif stratégique et service à la clientèle en matière d’assurances collectives. N’hésitez pas à nous contacter pour toutes vos questions ou demandes relatives en assurance collective.
Vanorsdale Insurance Services, Inc., founded in 1947 and based in San Diego, California, is an insurance agency that offers a comprehensive range of insurance solutions. The company provides life and non-life insurance services, including business, personal, and medical insurance, as well as commercial and personal property and casualty coverage. In addition to traditional insurance offerings, Vanorsdale Insurance Services specializes in employee benefits, risk analysis, and consulting services, ensuring that clients receive tailored support for their insurance needs. As of December 2015, the company operates as a subsidiary of NFP Property & Casualty Services, Inc., continuing its commitment to delivering high-quality insurance services to clients.
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