Ansay & Associates is a large, growing insurance agency that has expanded through acquisitions. It takes a relationship-oriented, solutions-based approach to help clients identify risks and needs. The agency has over 150 employees across multiple locations in Wisconsin and offers a broad range of commercial and personal insurance products and value-added services.

1. How are we going to get there?
Our Culture is Our Mission
At Ansay & Associates we combine an
entrepreneurial spirit with a disciplined, strategic
business process to develop and provide the best
insurance & benefit solutions to businesses and
consumers. At all times, we serve internal and external
customers with respect and integrity, and we
passionately cultivate long-term partnerships by
building excellent results and relationships, one
satisfied customer at a time.

2. Where Have We Been?
The Company History
• Founded in 1946
• 1995 – Green Bay Location Opens
• 1998 – West Bend Location Opens
• 2005 – Acquisition of Insurance Management
• 2007 – Acquisition of Mosinee Insurance Agency
• 2008 – Acquisition of Insurance Associates
• 2009 – Kelly Godejohn PIA National CSR of the Year
• 2009 – Andy Spaeth IIAW Young Agent of the Year
• 2009 – Acquisition of Wausau Partners
• 2009 – Combination with Vincent Group
• 2010 – Acquisition of Babbitt-Sholund Agency

3. Where Are We Today?
Ansay & Associates Recognized
Ansay was named as
one of the
FASTEST GROWING
FIRMS in 2011
in the Milwaukee Area
by The Business
Journal!

4. Where Have We Been?
Strong Revenue Growth
5 yr CAGR – 11.45%
20
18
16 10 yr CAGR – 10.15%
Total Revenue - Millions
14
15 yr CAGR – 11.21%
12
10
8
6
4
2
-

5. Where Are We Today?
Current Locations
Our current locations are:
● Port Washington (HQ)
● Green Bay
● Manitowoc
● Mosinee / Marshfield
● Neenah
● West Bend

6. Where Are We Today?
Together, We are Smarter & Stronger
Chairman & CEO - Mike Ansay
President & COO - Tom Schaetz Leadership Committee
Market Executive
Vice Presidents
&
Pat Miller / Shannon Sandy Hardrath/ Practice Leaders
Tom Helbach Tim Rusch Future Market Leader
Tom Schaetz VanLaanen Tom Schaetz PL - Kelly Godejohn
EB - Steve Kleber /
Home Office Port Washington Barb Schroeder
Mosinee Green Bay Manitowoc Neenah/Little Chute Future Location
Port Washington West Bend
CL - Pat Miller
/Andy Spaeth
/Mike Anderson
Sales Sales Sales Sales Sales Sales &
See Designated Managers
Home Office Service Service Service Service Service Service
Responsibility
Listing * Placement ** Placement ** Placement ** Placement ** Placement ** Placement **
Accounting *** Accounting *** Accounting *** Accounting *** Accounting *** Accounting ***
CFO - Jeff Paro Mike Ansay/Tom Schaetz/Leadership Committee
* Financial/Acctg Legal IT HR Insurance / RM Sales Mgmt Brand Mgmt & PR (w/Capper)
• Policy & Procedure • Employment • Global Intranet • Policies & Procedures • Disaster Recovery • Producer Planning Process • Policy & Procedure
• Reporting • E&O • Global Website • Payroll • All Renewals • Bell Ringer System
• Bank Relationships • Acquisitions • Policy & Procedure • Annual Sales & Service Summit
• Taxes • Sales Approach /Process
• Acquisitions
• Audit & IAB
*** Accounting will report to home office controller with dotted line to Exec VP. ** Carrier Relationship Management
Accounting Manager is responsible for the following at their respective location: 1) New business, renewal business and service matters will be
1)Accounting & Finance - Implement Home Office Policy & Procedure addressed at the local office level.
2)Office Management & Admin 2) Partner carrier contract matters will be handled at Home Office level.
3)Human Resources - Implement Home Office Policy & Procedure All other contracts will be handled at the local office level.
4)Information Technology

7. Where Are We Today?
Products & Services
4 0 1 (k)*
2%
Personal Lines
15%
Individual Benefits*
1%
Commercial Lines
Group Benefits 60%
22%
* Referred to New England Financial -
401(k), Individual Disability, Life, Annuities, Long Term Care and Medicare Supplements

8. Where Are We Today?
Niches & Specialties
• NichePro© - a systematic Marketing approach to Industry
Knowledge and Products, for example:
• Non Emergency Medical Transports
• Fuel Dealers
• School Bus
• Grocery Stores
• Wisconsin Work Comp Pool Program (RTW)
• Long-Haul Transportation
• Specialties
• Schools Districts
• Healthcare
• Manufacturing
• Construction
• Transportation
• Technology
• Account Sizes
• Select Accounts < $20,000 in Annual Premium
• Middle Market / Large Accounts > $20,000 in Annual Premium

9. Where Are We Today?
Our Top Agency Carriers
Property & Casualty Employee Benefits
Acuity Insurance United HealthCare
Cincinnati Insurance Humana
SECURA Insurance Anthem
General Casualty Trilogy
West Bend Mutual UNUM
Travelers Insurance Principal
Indiana Insurance Network Health Plan
Integrity Insurance Lincoln Financial
Selective Insurance WPS
EMC Insurance Delta Dental
Hanover

10. Where Are We Today?
Revenue: $20,000,000 Employees: 150
Largest Milwaukee-area
Compared to Top 100 Brokers Independent Insurance Agencies
(Based on 2010 Business Insurance) (Based on 2011 Business Journal )
350 - 550 Ansay & Associates

11. Where Are We Today?
Compared to U.S. Broker Marketplace
Commissions 2000 2005 2010E 2015E
100 Million + 12 21 28 46
10 – 100 Million 199 296 422 588
5 –10 Million 939 1,115 1,371 1,610
2.5 – 5 Million 1,985 1,957 1,949 1,930
1.25 – 2.5 Million 4,094 3,482 2,988 2,477
0.5 – 1.25 Million 5,587 4,804 2,704 1,532
< 0.5 Million 25,754 18,601 9,474 3,507
TOTAL 38,570 30,276 18,936 11,690
Source: V.J Dowling & Marsh Berry

12. Where Are We Today?
Ansay & Associates Recognized
Ansay was named as
one of the
Top 100 Workplaces in
South-East Wisconsin
by The Milwaukee
Journal Sentinel!

13. Where Are We Today?
Resources To Help Service Our Clients
•Value-Added Solutions
– CSR24 – Certificates, Auto ID Cards, View Policy Details
– FutureOffice – Benefit Program Management and Education
– Infinity HR – Benefits Enrollment and Communication
– Zywave – Benefit Benchmarking
– Patient Care – Consumer advocate service for insurance benefit
assistance & guidance
– Safety & Loss Control Services
– Ansay Health Care Discount Card
– Ansay Wellness Strategies
– Mod Master – Work Comp Experience Modification program
– 24/7 Claims Reporting
– Ansay NichePro©
– Ansay MedPro

14. How are we going to get there?
Relationship & Solutions Oriented Approach
A relationship and solutions-
oriented approach driven by our
risk management and needs-based
process.
Our Goal for each and every client:
1) Identify and understand our clients’ exposures
and needs.
2) Develop and offer strategies to address the
exposures, needs, and issues identified.
3) Design and implement tailored programs to
meet our clients’ exposures, needs and issued
identified.
4) Monitor the programs and make proactive
changes as needed.

15. The ANSAY APPROACH
Relationship & Solutions Oriented Approach

16. How are we going to get there?
Ansay vs. Typical Competition
Ansay looks to
begin the
relationship
here
Typical Agents/
Agencies
look to begin
the relationship
here
Ansay (Outsourced Risk Advisors) Typical Agent/Agency
1. Relationship / Solution Oriented Approach 1. Relationship Oriented Approach
2. Process Driven 2. Not Process Driven
3. Pro-Active 3. Reactive
As such, Insurance Placement is a As such, Insurance Placement
small part of what we do. is all that they do.

17. How are we going to get there?
Relationship & Solutions Oriented Approach
Our Promise is to Provide:
● Direction with regard to your
insurance program.
● Confidence through our relationship
that we can help solve your insurance
problems and simplify the insurance
process.
● Capabilities necessary to handle your
insurance program.

18. Ansay Medpro / Advantages
Medpro / Advantages (Telephonic Triage for WC)
1. Employee receives immediate attention from Medical Professional, Toll Free,
and 24 hrs per day / 7 days per week.
2. Injuries receive appropriate treatment or level of care right away.
3. Unnecessary doctor visits are avoided, reducing unnecessary claims.
4. Supervisors are FREED from making Medical Decisions.
5. LIABILITY for triage decisions are Transferred from Insured to Medpro.
6. Recorded Statements at the time of Incident.
7. Reduced paperwork for Claims Administrators.
8. Instant Notification to claims administrator and designated personnel (safety
director, HR director…etc) at the at your place of business.
9. Medpro can help direct an injured employee to facilities in your Workers
Compensation providers PPO Network.
This all adds up to proper treatment, lower experience mods, premium savings and
higher dividends. Helps makes you the best in class for your industry!

19. Ansay Medpro / Results

20. Where Are We Going?
Our Vision
Ansay & Associates is a high-integrity, high-growth
company that genuinely values all employees and
rewards high-performing employees who
strategically & systematically
contribute to doubling revenue and profits
every seven years.

21. How are we going to get there?
The Circle of Success & Core Values
Positive “I
Integrity CAN DO”
Excellence &
Professionalism
Passion Respect
Accountability
Planning with
Partners for
Profitable
Growth
Discipline

22. In Summary - Why Ansay?
• Established agency with over 60 years in business
• Top 10 of Wisconsin agencies
• Top 5% of agents/brokers nationwide
• A relationship and solutions-oriented approach
driven by our risk management and needs-based
process
• Broad & Strong carrier representation
• Value-added services