2. Assurance at a Glance Retail insurance and risk management brokerage Independent National reach $42 million in revenue Over $450 million insurance premiums placed 200 employees – 1 central location 95% annual client retention over past 10 years Most recent client survey 98% of our clients would recommend us to others
9. Our Culture Happy Employees = Happy Clients Rewarding, positive, family focused and fun culture Celebrate often to inspire workforce Focus on education to stay competitive Industry-leading wellness programs to promote healthy work-life balance Strong community involvement through Assurance Caring Together Over 5,000 labor hours have been donated by Assurance employees since 2005 Yellow + Blue = Green Assurance cares about the environment and our impact on it
11. Assurance Today Today 30 employee shareholders including executive management, brokers and key managers Formalized strategic plan incorporating broad reaching Vision, Core Purpose and Major Strategies Assurance University providing accredited educational programming (online and in person) Construction, senior care, manufacturing and staffing industry continue to be key client segments Assurance is successfully serving businesses in nearly every industry segment imaginable 5,000 clients Located in all 50 states Risks spread across the country and the globe
12. Typical Assurance Client Major business assets are located in United States Interested in controlling/positively affecting their claims and loss experience – employee benefits or property and casualty “Typical” notwithstanding, Assurance works with clients well above and well below these thresholds $500M 3,000 50 $2M $5M Employees Premiums Sales $25K
