The Irwin Siegel Agency is a leading insurance provider serving the human and social services field. It offers comprehensive insurance packages including property, crime, commercial auto, general liability, professional liability, and umbrella coverage. The agency is committed to providing excellent service and support to clients through dedicated staff, risk management resources and training, and partnerships that provide additional benefits like discounted background checks and online training courses. It has served the human and social services sector for over 40 years.

1. INSURANCE & RISK MANAGEMENT
Supporting Those Who Support Others™
S I N C E 1 9 6 0

2. 2BROKER WELCOME KIT
About Us
Irwin Siegel Agency, Inc. (ISA) is a leading insurance
and risk management organization serving the Human &
Social Services field. We insure service providers in 50
states and the District of Columbia.
When it comes to developing new programs to meet
the dynamic nature and emerging exposures of the
Human & Social Services fields, we strive to continually
raise the standards of quality, innovation and value.
2BROKER WELCOME KIT

3. 3 www.siegelagency.com
“Experience and
knowledge of the
field is vital to
being successful
in this niche.”
-Howard Siegel, CEO
We are a Program Administrator dedicated to providing innovative
insurance products and risk management tools to protect and empower
every organization we serve. Our programs are available exclusively
through independent agents and brokers and are backed by service,
stability, and standards. Competitive coverage options give agents and
insureds the flexibility and support they need to grow.
Service
`` Dedicated staff assists with all aspects of the policy
`` 24-hour response to e-mails/phone calls
`` 24-hour claims acknowledgment
`` Access underwriters directly during business hours—no voicemail
Stability
`` Human & Social Service focus for over 40 years
`` Underwriters average 15+ years of experience
`` Long term relationships with trusted claims attorneys
`` A.M. Best A++ rated carriers
Standards
`` Exceptional 7-day turnaround for most policies
`` Average 8-day turnaround on endorsements
`` Direct Bill, Agency Bill, and Premium Financing options available
The Siegel DifferenceTM
Experience The Siegel DifferenceTM

4. 4BROKER WELCOME KIT
Areas Targeted
ADDICTION TREATMENT
Addiction Treatment Services
Alcoholism & Drug Addiction Self-Help
Alcoholism Counseling - Outpatient
Alcoholism Treatment - Residential
Crisis Intervention - Hotlines
Detoxification Centers
Halfway Houses, Substance Abuse
BEHAVIORAL HEALTHCARE
Counseling - Outpatient & Residential
Crisis Intervention, Hotlines
Eating Disorder Counseling Services
Emergency Shelters for the Mentally Ill
Homes for the Emotionally Disturbed
Marriage Counseling Services
Mental Health Centers & Clinics*
Mental Health Facilities, Residential
Mental Health Halfway Houses
Psychiatric Centers & Clinics*
Psychiatric Rehabilitation Services
Referral Services for Personal/Social Problems
Support Group Services
*except hospitals
DEVELOPMENTAL DISABILITIES
Activity Centers for Disabled Persons
Adult Day Care Centers
Arcs
Cerebral Palsy Associations
Companion Services for Disabled Persons
Day Programs
Developmental Disability Service Providers
Disability Support Groups
Early Intervention
Job Placement & Job Coaching
Medical Clinics and FQHCs
Residential Care Facilities
(ICF, IRA, Supported Living)
Vocational Training Centers
Our agency and programs are built on a legacy
of service, stability, and standards.

5. 5 www.siegelagency.com
HUMAN SERVICE TRANSPORTATION
Handicapped Passenger
Non-Emergency Medical
Non-Profit Rural
Paratransit Program Providers
Senior Citizens
Special Needs
SENIOR CARE
Adult Day Care*
Council on Aging
Senior Citizen Centers
SOCIAL SERVICE
Battered Women’s Shelters
Community Action Agencies
Community Centers
Domestic Violence Agencies
Emergency & Temporary Shelters
Family Social Service Agencies
Homeless Shelters with Support Services
Homes for Destitute Men & Women
Individual & Family Social Services
Job Counseling & Training Centers
Multi-Service Centers
Outreach Programs
Residential Services for Individuals w/AIDS
Service Leagues
Settlement Houses
Vocational Rehabilitation & Training
YOUTH SERVICES
Aid to Families with Dependent Children
Alternatives to Incarceration
At-Risk Youth Residential Facilities
Big Brothers Big Sisters
Boys & Girls Clubs of America
Boys & Girls Residential Facilities
CASA
Child Care Centers
Child Guidance Agencies
Children’s Homes / Villages
Foster Care Agencies (<15 placements)
Foster Care Placement Services (<15 placements)
Head Start Programs
Runaway Youth Shelters
Self-Help Organizations, Youth
Teen Outreach Services
Troubled Youth
Youth Centers (except recreational only)
Areas Targeted

6. Our Risk Management Division is committed to helping insureds manage risk by
protecting their organization, its staff, and the individuals they serve.
6BROKER WELCOME KIT
Unparalleled Service & Support
We assign Risk Management representatives to each organization to support their risk management
efforts by answering questions, responding to problems, and helping insureds choose resources to
help them prevent losses that can lead to potentially devastating claims.
Some of the topics we focus on are:
`` Consumer Safety
`` Employee Safety
Risk Management
Loss Control Services for Insureds
Resources & Training
Our Risk Management Division can help manage safety risks and control losses as insured clients deliver
services supporting individuals’ maximum potential and independence. Our staff and affiliates provide risk
evaluations, consultations, training seminars, and webinars addressing pertinent, field-related issues.
Interactive online trainings vary in
length from one to three hours and
are intended to provide instruction on
ways to reduce specific risks.
Incident Management
Passenger Assistance Safety
Van Driver Training Program
We have a large library of general
and field specific printed resources
developed for training or reviewing
safety procedures. Topics include:
Bed Bugs: What You Need to Know
Wheelchair Management
Developing Effective Safety
Committees
Safety Series Rack Cards
An extensive video lending library is
available to our insureds organizations
at no cost. Sample titles include:
Proactively Supporting Behavior
Disability Etiquette
House Safety
Safe Food Handling
Cyber Crime
VIDEO LENDING LIBRARY PRINTED RESOURCES ONLINE TRAININGS
`` Automotive / Fleet Safety
`` Compliance Issues

7. 7 www.siegelagency.com
Berkshire Hathaway Policy Holders
Free Online Trainings through CLMI
Insureds have access to a user-friendly, automated risk
management training system. CLMI has an expansive
variety of courses to choose from. Sample titles
include:
Accident Investigation
Slips, Trips, and Falls
Driving Safely in the Hazards of Winter
And Many More
Free Abuse Risk Management Services
through Praesidium, Inc.
Praesidium, Inc. is the national leader in abuse risk
management and offers free and discounted services
to ISA insureds. Services include online trainings,
on-site consultation, a toll-free helpline, safety
bulletins, and more.
Partner Services
Background Checks and Screening Services through Pre-employ.com
Pre-employ.com is a nationally recognized leader in pre-employment screening. Our partnership
entitles insureds to discounted rates.
Direct Support Professional (DSP) Pre-Employment Screening
Our partner, Talintel, developed an innovative new method of pre-screening direct support professional job
applicants to identify the candidates with the highest probability of success within a DSP role. Insureds who take
advantage of this resource will receive a 10% rebate. This service is specific to organizations supporting people
with intellectual and developmental disabilities.
Exclusive Resources
Free Online Trainings through CLMI
Irwin Siegel Agency and ESIS, Inc. offer a variety of
online training courses at no cost to our insureds.
These trainings are available as part of an insurance
package with ISA and Chubb®. Sample titles
include: Emergency Preparedness, Kitchen and
Food Service Safety, Workplace Violence, and more.
Risk Resource and Support Helpline
OmniSure provides clients with access to a toll-free
Helpline designed to answertheir most pressing
risk related questions. Our Helpline Specialist can
answer risk management questions, support the
client through an adverse event or an evolving risk,
refer callers to applicable resources for industry best
practices, and offer suggestions for proactive risk
management patient safety.
Chubb®
Policy Holders

8. 8BROKER WELCOME KIT
We are committed to providing you with the highest
level of quality service and support.
Exclusive Broker Benefits
Direct access to your state-specific
underwriter. Our underwriters have extensive
knowledge of the human services field and they
keep up with the latest developments affecting
their states, our program, and the industry.
We accept competitors’
applications for quoting purposes.
Exceptional 7-day turnaround
for most policies.
No voicemail. You will always speak with
a live person—from the receptionist to your
underwriter— during business hours. We’re here
to answer questions and assist you as needed.
In-house Underwriting. We provide all
services—from underwriting, rating policies,
andissuing binders and auto ID cards to policy
issuance and endorsements.
Policies and endorsements are issued via
e-mail. Policies can also be mailed and/or
issued on a CD/disc.

9. 9 www.siegelagency.com
Comprehensive Package Coverage
ISA has been a leading provider of package insurance programs to the Human
Service field for over 40 years. We offer exceptional service and competitive products
that serve the unique needs of each organization.
PROPERTY
`` Emergency Vacating Expense
`` Room Reserve
`` Replacement Cost, Agreed
Amount, Blanket Limit
CRIME
`` Clients Property for
janitorial contacts
`` Exposure for in-home
service providers
COMMERCIAL AUTO
`` Employees as Insured
`` Hired Car Physical Damage
`` Auto Loan / Lease Gap
*where available
`` Drive Other Car—Executive
Officers
GENERAL LIABILITY
`` Aggregate per Location
`` Crisis Response Available
`` Fundraising Events including
Liquor Liability
`` Separate, Dedicated Abuse Limits
`` HIPAA *where available
PROFESSIONAL LIABILITY
`` Psychiatrist, psychologist coverage
`` Independent Contractors
(excluding MDs)
`` Vicarious Liability of Doctors
`` Primary Care Clinics Covered
*if eligible
UMBRELLA
`` Up to $25M limits
`` Broad coverage over GL, PL,
Abuse Auto*
ANCILLARY PRODUCTS
`` Accident Medical for
Participants Volunteers
`` Cyber Liability / Network
Security Coverage
`` Directors Officers Liability
`` Employment Practices Liability
`` Environmental Commercial
Pollution Coverage
`` HIPAA Protection
`` Special Events Coverage
`` Volunteer Accident Coverage
`` Youth Accident Protector
Our experienced and dedicated staff assists with all
aspects of the policy; from claims, to billing to coverage.
Billing / Financing Information
Direct Bill, Agency Bill, and Premium Financing with convenient payment
options are available.
Claims Ability
We have long-term relationships with claims adjusters and attorneys
who specialize in claims related to the Social Services field.
Automatic Renewals
Renewals are automatically sent on policies $25k and under, if eligible.
Beyond Coverage
More Reasons to Partner With Us
*Coverage may be structured
differently depending on program

10. 10BROKER WELCOME KIT
Our Claims Division is made up of compassionate and experienced employees who facilitate the claims
handling process while protecting the best interests of our insureds. We interface with claims adjusters
and carriers to ensure the highest-quality claims service. We facilitate communication by acting as a liaison
between the insured and the insurance company.
Human/Social Service Expertise
ISA’s National Coordinating Counsel, John McKeon, ESQ, practices in the field of medical malpractice, human
services, and institutional healthcare. He has extensive experience in litigation involving professional liability
with emphasis on medical malpractice. Mr. McKeon is also certified by the New Jersey Supreme Court as a
Civil Trial Attorney and handles or oversees any liability case involving persons served including sexual or
physical abuse, neglect, right to risk, scalding, drowning, choking, etc.
ONLINE
Report a Claim online at:
siegelagency.com/claims
BY MAIL
Irwin Siegel Agency, Inc.
Claims Department
P.O. Box 309
Rock Hill, NY 12775-0309
BY PHONE
8AM - 5PM EST:
Toll Free: 800.622.8272
Phone: 845.796.3400
Fax: 845.796.3661
Claims can be reported 24 hours a day, 7 days a week.
BY EMAIL
Contact Claims via E-mail:
isaclaimssupport@siegelagency.com
We understand that incidents are inevitable. When the unexpected does occur,
our main objective is to minimize the extent of damage while progressing toward
settlement in a fair and expeditious manner.
Claims Management
Making Insureds “Whole” Again is Our Bottom Line

11. 11 www.siegelagency.com
Have a Human or Social Service Risk that you’re not sure fits our program?
There are several ways you can quickly pre-qualify a risk you’re not sure
about—choose the one that works best for you.
Submission Guidelines
A Quick Guide to Submitting a Risk
phone: 800.622.8272 | fax: 845.796.3661 | web: www.isapcg.com | e-mail: info@isapcg.com
Although our core programs are commercial
lines, we also offer tailored insurance solutions
for high net-worth individuals. With an exclusive
range of products through major carriers, access
is available to independent agents and brokers
without typical production requirements. Learn
more by calling ISA Private Client Group at
800.622.8272 or visit www.isapcg.com.
HOMEOWNERS • AUTO • PROPERTY • PRIVATE COLLECTIONS • WATERCRAFT • EXCESS UMBRELLA • MORE
Superior Protection for High Net-Worth Individuals
1
2
3
PHONE. Contact us at our toll-free number: 800.622.8272.
E-MAIL, MAIL, or FAX. Send your contact information and the website address of your risk by
e-mail to siegel@siegelagency.com. Our underwriting department will contact you. You may
also submit a brochure, website address, or application to ISA by mail or fax.
ONLINE. Fill out the Pre-Qualify form on our site: siegelagency.com/brokers/prequalify-a-risk
Although we can work off competitors’ applications for quoting, be sure to submit any additional
information we may need to determine the appropriate coverage options. The more information you
include with your submission, the easier it will be for us to assist you.

12. find us on facebook follow us on twitter connect on LinkedIn®
CORPORATE OFFICE
25 Lake Louise Marie Road
Rock Hill, NY 12775-0309
phone: 800.622.8272 / fax: 845.796.3661
e-mail: siegel@siegelagency.com