Foundation -

Our humble beginnings began in 1974, frankly with little capital and being very young (early 20’s), it was slow going. Starting in personal lines, then gravitating to commercial lines, and finally specializing in Workers’ Compensation insurance brokerage & risk management for over past 30 plus years. We built a unique portfolio of services and programs in the Workers’ Compensation arena that sets us apart and creates improved pricing for our clients. While we have grown, but we have never fogotten our humble beginnings and try to give back to the community in a meaningful way (co-founded two nonprofits).

Advocacy -

Our Advocacy skills have been honed from years of nonprofit work in areas of education, affordable housing, environmental justice, along with appearances in civil and criminal court ---- we have been in battles where we were not given a “prayer” of prevailing (sometimes it is war). 

These advocacy skills are a result of dedicated work for which we received no compensation, and is just a part of our DNA (we cannot just watch pain, suffering and injustice and do nothing).  Few brokers combine both the specialized knowledge in Workers’ Compensation field and advocacy skill set that enable them to get the same results.  It is also why our clients get the same level of dedication and commitment to their organization’s success. There is a quantum leap between good and great service.

Trust -

Trust is a bold word, however trust is earned, and it is earned over time. Our goal is to earn your trust, and we will do so by consistent and demonstrated focus on creating the best outcomes for you and your organization.

Relationships -

Shared core values are the foundation of any long-term relationships. We serve a wide range of clients, from conservative to progressive and everything in-between, some are very demanding in their business relationships (we never shy away from this because our goal is to always exceed expectations).

After over 50 years in business we have learned that that vast majority of people are good people, trying to do the right thing for all concerned. On the flip side we have made a business decision not do business with that very small percentage of folks who are a bad fit due to lack of integrity or other issues.

Conclusion -

When the bottom falls out, it is too late to find out that the individual you placed confidence in was not able to perform on that stage, and unfortunately the consequences of that decision are laying squarely in your lap (not theirs).