The company is an underwriting, claim and transactional services firm for the insurance and reinsurance property and casualty industries servicing mainly North America and the Caribbean.
Key Aspects
Experienced professional staff with broad range of expertise and relevant credentials
Professional dedicated support staff
Documented procedures and processes developed and refined over thirty years
Paperless, virtual office environment
Close and constant client communication
Strong reputation
Highly-reliable reporting
Opportunities
Expansion into the United Kingdom, Italy, Australia and other countries
Increase dispute consulting business to take advantage of in-house expertise
Add service offering monitoring and compliance to insurers and reinsurers as they deploy capital to get more premium in play
Headquartered
Midwest United States
Current Markets
Insurance and reinsurance companies needing underwriting and claim services.
Real Estate
The company leases its 5,000 square foot operating facility from a related party. There is room to grow in the current facility. The lease term is continuous and can be canceled any time by either party with thirty days notice.
Shareholder Objectives
The company has one owner. He is approaching retirement age and is interested in pursuing other activities. To ensure its continuation and success after a sale, the owner is available for a transitional period of up to three years. He serves as President in his current role and is involved with key relationships and overall vision of the company. The owner is flexible in various deal structures.
