Get Ready For

Leadership Exchange

6 June, 2019

Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and the innovation leader, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom. By automating the insurance lifecycle, Applied’s people and products enable millions of people around the world to safeguard and protect what matters most.

For more information, visit: www.appliedsystems.com.

M&T Insurance Agency (MTIA) is a full-service insurance agency providing property & casualty, surety and employee benefits solutions to commercial customers as well as personal insurance for business owners, executives and high net worth individuals. The firm has industry-leading consultants in actuarial, claims and risk analysis who work with a wide variety of clients to understand their organizations and industry dynamics to find solutions that safeguard businesses. MTIA is currently one of the fastest-growing providers of insurance and risk management solutions in the United States, with numerous locations across the Mid-Atlantic and Northeastern United States. M&T Insurance Agency, Inc. is part of the M&T Bank family, which has more than 160 years of experience providing financial services to businesses and consumers.

For more information, visit: www.mtia.com.

Evolve MGA is a team built on common sense driven, technology focused, highly educated individuals striving to bring a modern day product out of a traditional industry.

Evolve MGA is an international team united by a shared mindset and drive to change the insurance world forever. We hire people (called Evolvers) who are intelligent and determined. Our contemporary outlook on the insurance industry is complimented by highly touted designations and years of experience at Lloyd’s of London, Domestic Carriers, Reinsurance Providers, and IT Security Firms.

The mantra “Work. Play. Evolve.” emanates throughout our offices. Outside of the office you can find us on the courts, hitting the slopes, attending games, and socializing together. Our goal is to continuously EVOLVE so that we are the best cyber insurance professionals and human beings possible.

For more information, visit: https://evolvemga.com/.

Oak Street Funding is an expert in specialty financing. Oak Street partners with insurance businesses, registered investment advisors (RIAs), certified public accountants (CPAs) and franchise restaurants under the First Franchise Capital brand, as well as third-party servicing for commercial, specialty financing portfolios. Since 2003, we have been successful nationwide in fulfilling the unique capital needs for these cash flow-based industries while providing extraordinary service to our borrowers. Our passion, client and employee-focused mindset, and access to capital will continue to drive our commitment to fulfill client needs while also providing an empowering work environment for employees.

For more information, visit: www.oakstreetfunding.com

When we formed Tangram Insurance Services back in 1999, we wanted to create a different kind of insurance intermediary for our brokers and the industry. We wanted to be a powerful connector that could deliver compelling insurance solutions at the heart of everything we do. Our mandate was to come up with the right combination of programs, features, services and value, designed to grow your business.

This meant hiring great people with a deep, collective experience and energy to develop and launch specialty insurance programs. It meant partnering with top-tier carriers equally as committed to the niche markets and products we created. It meant a strong resolve to provide responsive client servicing, not just lip service.

Today it means, “How can we do better than anyone else?” and “How can we challenge ourselves and the industry to walk towards progress that we can all be proud of?” It is in our DNA to relentlessly push the boundaries of our own potential so we can be the best for our partners.

As a Managing General Underwriter in the specialty program space, we sit in a unique seat in the insurance vertical. We have the ability to affect great progress and productive outcomes for our brokers and clients and carriers

Every program we build, every person we hire, every strategic decision we make-revolves around the central premise that our partners and clients must benefit from its clear and undeniable value. With this guiding principle, Tangram will continue to power into the future with relevant insurance solutions, awesome talent, and an audacious vision to do it better than anyone else.

For more information, visit www.tangramins.com/

Ryan Specialty Group (RSG) is an international specialty insurance organization that provides innovative solutions for brokers, agents and insurance carriers. The RSG family includes a wholesale brokerage operation, RT Specialty (RT), and a collection of managing general underwriting companies within RSG Underwriting Managers (RSGUM). The company has offices across North America, the United Kingdom and Europe.

RSG was founded in 2010 by Patrick G. Ryan, a widely respected entrepreneur and global insurance leader. Mr. Ryan saw the need for a specialty organization dedicated exclusively to creating sophisticated insurance solutions for risks that demand innovation, proven leadership, outstanding industry expertise and quality services on behalf of brokers, agents and carriers. The RSG companies define themselves through superior execution on behalf of clients, which has established it as a leader in the industry.