Independent insurance brokerage firm with $42 million in annual revenue and over 200 employees. The firm places over $450 million in insurance premiums each year and has a 95% client retention rate over the past 10 years. Assurance offers a variety of insurance and risk management services and has a national reach through relationships with other brokerage firms. The firm prides itself on its independence, employee ownership structure, and results-driven approach to delivering value for its over 5,000 clients.

1. Independent insurance brokers with apassion for delivering measurable results.

2. Assurance at a GlanceRetail insurance and risk management brokerageIndependentNational reach$42 million in revenueOver $450 million insurance premiums placed200 employees – 1 central location95% annual client retention over past 10 yearsMost recent client survey98% of our clients would recommend us to others

3. Assurance ServicesPrivate InsuranceManagementBusiness InsuranceEmployee BenefitsOther Services Include:Alternative Risk ProgramsSurety BondsExecutive BenefitsRetirement Advisory ServicesSafety ConsultingClaims AdvocacyCertificate Tracking

4. Disaster Planning

5. Wellness Programs

6. HR Consulting

7. Forecasting & Predictive Modeling

8. Compliance SupportOur UniquenessIndependenceFunded and formalized perpetuation plan Diversified employee ownership Independence ensures optimal decision making and service consistency Personally vestedCompensation model promotes long-term relationships Perpetuation plan creates commitment; more consistencyMarket accessContracts with regional and national insurance companies; preferred status Alternative risk program expertise provides optionsResults-drivenProven ability to quantify performanceRegularly survey clients seeking continuous improvement

9. Our CultureHappy Employees = Happy ClientsRewarding, positive, family focused and fun cultureCelebrate often to inspire workforceFocus on education to stay competitiveIndustry-leading wellness programs to promote healthy work-life balanceStrong community involvement through Assurance Caring TogetherOver 5,000 labor hours have been donated by Assurance employees since 2005Yellow + Blue = GreenAssurance cares about the environment and our impact on it

10. Awarded Like No Other

11. Assurance TodayToday30 employee shareholders including executive management, brokers and key managersFormalized strategic plan incorporating broad reaching Vision, Core Purpose and Major StrategiesAssurance University providing accredited educational programming (online and in person)Construction, senior care, manufacturing and staffing industry continue to be key client segmentsAssurance is successfully serving businesses in nearly every industry segment imaginable5,000 clientsLocated in all 50 statesRisks spread across the country and the globe

12. Typical Assurance ClientMajor business assets are located in United StatesInterested 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 $500M3,00050$2M$5MEmployeesPremiumsSales$25K

13. National ScopeOver 5,000clients located across the country