Product Overview
Jim Roe 2016 homepage

From the President, CEO


I am often asked “What value is a wholesale broker?”

A recent study of wholesale value, conducted by independent research firm Conning, Inc., confirmed that wholesale assistance produces no additional transaction cost for your customer.

According to the study, the most successful transactions happen when wholesale brokers and retailers work together to customize solutions for clients.

If you’ve noticed our newest ad campaign, you’ll see that our new tagline underscores this message. It is “Let us help you find the right solutions.”

Which leads me to how we perceive our value. It is collaborative and consultative. We are the first line of availability for emerging risk coverages as the market evolves. Being on that leading edge of supply, we will continue to keep our independent agent customers informed about emerging coverages we can offer. 

After all, it is the right thing to do for a third-generation family-owned company with values close to your own. Together we can help you do the best job taking care of your customers without increasing their cost.

And that’s a win for all of us.

                LEARN MORE





2016 product guide

Interactive Product Guide

Our 16-page product guide features every department including markets and coverages. It has links to more information including online rating and our staff directory.

Download the whole file or just open it and print the pages you’re interested in.

                                                        DOWNLOAD PRODUCT GUIDE


Industry Recognitions

IBA recognizes

Top 20 E&S Wholesaler 2017

(see page 34)

Insurance Hall of Fame
35 Visionary Leaders

Jim Roe, CPCU, ASLI 
President & CEO
(see page 44)

Young Guns 2017
55 Rising Stars

Jennie Carr, CIC, AU
Commercial Broker
(see page 29)

Terri John, ASLI
Commercial Underwriter
(see page 35)

CPCU Announce 

Ray McFarland, AU, AIS, AINS,
Commercial Assistant Underwriter,
awarded CPCU scholarship

Nate Jones, AU,
Transportation Assistant Underwriter, earns AU designation and awarded CPCU scholarship