1. Andrew R. Cotton
CL Insurance Agent
P: 502-259-9340
andrew.cotton@neacelukens.com
2. For over 20 years, Assured Neace Lukens has helped businesses in nearly every industry. We help our clients manage their risk by
developing an insurance and risk management program tailored for their unique needs.
Our organization is founded on the expertise and tireless devotion of the industry’s best agents. Their individual specializations
create unique opportunities to amaze their clients with insights that allow them to properly address each risk with the most
comprehensive coverage available.
Staying on top of an industry as dynamic as ours requires dedication from our members to actively participate in continuing
education programs and other learning opportunities. Many hold advanced degrees and industry designations that showcase their
commitment and passion to providing superior products and services to our clients.
In order to remain an industry leader, Neace Lukens entered into a partnership with AssuredPartners, Inc. as of September 2011.
AssuredPartners, Inc. is a portfolio company of leading private equity firm GTCR. Neace Lukens was the inaugural deal that sets the
course for the long-term vision to provide capital and growth support to property and casualty and employee benefits brokerage
firms across the U.S. This partnership will equip us to expand our footprint nationally as Assured Neace Lukens.
About Us
4. AssuredPartners Locations
• AssuredPartners was formed in 2011 in partnership between GTCR, Jim Henderson and Tom Riley to execute a disciplined
consolidation strategy within the middle-market retail insurance brokerage industry.
• Assured Neace Lukens was the inaugural acquisition in 2011.
FACTS
• 13th largest retail insurance broker in the United States
• 30 states and 2 countries
• 120+ locations
• 230,000+ customers
• Approx. $490 million annualized revenue
London, England
AssuredPartners Headquarters
Assured Neace Lukens Headquarters
SKCG Headquarters
Jamison Headquarters
Dawson Headquarters
Schifman Remley Headquarters
AHM Headquarters
CIS Headquarters
AirSure Limited Headquarters
Crawford Advisors
American Westbrook
MCM
5. Our Expertise
At Assured Neace Lukens, there are no off-the-shelf
solutions. We develop insurance, risk management and
financial protection strategies that fit today’s complex
financial environment and your unique needs.
We offer numerous programs to protect you and your
business:
• Property & Casualty
• Employee Benefits
• Risk Management
• Personal Insurance
Our teams within each discipline work with each other
and with you to construct organized programs that
stabilize your entire organization.
PROPERTY & CASUALTY
EMPLOYEE BENEFITS
RISK MANAGEMENT
PERSONAL INSURANCE
Solutions – Not Just Insurance.
7. Our Clients
We service a wide array of clients throughout the United States and offer special expertise in the areas of
distribution, transportation, manufacturing, healthcare, senior living, construction, lumber, real estate,
education, and manufactured housing.
Our Property & Casualty Teams manage:
• More than 78,000 Commercial Lines clients
• Over $600mm in Commercial Lines premium
8. Our Services
From property and liability to fiduciary and cyber, we design a Property & Casualty program that fulfills your
corporate goals. Our service capabilities include:
• Exposure analysis review
• Experience modification analysis
• Work Comp and General Liability classification audits
• Premium audit review
• Claims review
• Cost of Risk analysis
• On-site risk management assessment
• Loss control program review
• Loss prevention program design
• Loss trending analysis
• Captive feasibility study
• Cost segregation study
• Loss Sensitive vs. Guaranteed Cost program analysis
10. Our Clients
We service a wide array of clients throughout the United States including government entities: municipalities,
schools, universities; and private and public corporations with specialties in healthcare, manufacturing,
construction, lumber and hospitality.
Our Employee Benefit practice manages:
• More than 13,000 clients
• Approximately 225,000 members
• $1B in premium / premium equivalent
• Individual plans to accounts from 2 employees to groups with over 15,000 employees
• Fully insured and self funded cases
• Clients in all 50 states
11. Our Services
From health, dental and vision to life, disability and wellness programs, we design an employee benefits
program that fulfills your corporate goals. We will work with you to:
• Evaluate the effectiveness of your current employee benefits programs
• Define your short-term and long-term strategic objectives
• Craft customized solutions that align your objectives with our analysis
• Supplement your employee benefits and workers’ compensation programs with health and wellness
proposals
• Design and implement an employee communication campaign
• Outsource benefit administration and employee education
13. Our Services
Our risk management services are provided by
CORE Solutions, our consulting division providing
total cost of risk solutions.
Our team will work with you to:
• Identify areas of potential risk and provide
programs to minimize risk exposure
• Minimize your total cost of risk with focused risk
management solutions
• Develop holistic programs for enterprise risk
management
• Assess potential alternative risk opportunities
• Provide solutions to secure healthcare
reimbursement revenue
• Provide energy solutions to reduce your energy
cost with both supply and demand solutions
15. Our Services
We have the most comprehensive Personal Insurance products to
fit your individual needs. Why settle for just one insurance
company and their vanilla product? We represent over 60
carriers, and can tailor fit the right insurance for your family. Our
mission is to evaluate your specific needs, analyze your current
policies and improve your coverage. Whether you are the CEO of
a company or just starting out in your career, we have the
products and dedicated staff to help protect your personal assets
to the fullest.
Our Products Include:
• Homeowners
• Condo
• Renters
• Investment properties
• Vacant properties
• Second homes
• Boats and all watercraft
• ATVs
• Campers
• Jewelry and collectibles
• High Net Worth clients
• Motorcycles
• Autos
• Collector and antique vehicles
• Liability Umbrella
• Flood
• Individual life & health
16. What Makes Us Different…
• Private Client Insurance: Dedicated team for the affluent and
executive clients
• Specialization in second homes and coastal properties
• Enhanced coverage for finished basements and their content
protection
• Complimentary home reconstruction appraisals on high value
homes
• Unlimited replacement cost on an array of products
• Decreasing deductibles
• Equipment breakdown endorsement available
• Concierge claims service with dedicated support team for any
questions, claims, or advice
• Increased liability options up to $100 million dollars
• Ability to bundle all locations together for easier billing
One company to manage all of your risks.
