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June 27
​Community Association Underwriters of America Expands Coverage, Products with Munich Re, US Partnership

Longtime community association insurance specialist will offer coverage enhancements and two new products

NEWPORT BEACH, CA — Community Association Underwriters of America (CAU), a managing general agency and division of Alliant Specialty Insurance Services, has formed a new partnership with Munich Reinsurance America, Inc. (Munich Re, US) through its Specialty Markets Division. In July, Munich Re, US-affiliated carriers will insure CAU’s existing business and offer the national client base of the longtime community association insurance specialist several coverage enhancements and new general liability and coastal products.

“America’s community associations and the retail brokerage community have relied on CAU to provide high-value coverage options and industry-focused service for nearly three decades,” said CAU President Lori Long. “Joining forces with Munich Re, US enables us to offer an even higher level of strength and sophistication for this growing market.

The policy enhancements to the current portfolio of risks build upon CAU’s longstanding reputation for offering some of the most customized insurance solutions available to America’s community associations and include:

  • Expanded coverage definitions for various buildings, structures, and personal property
  • Increased coverage limits across multiple exposures, including natural outdoor property, demolition costs, increased cost of construction, debris removal, and property removal
  • Simplified valuations for streamlined servicing
  • Additional computer virus coverage
  • Optional deductible credit endorsement and deductible allowance endorsement for cost savings in the event of certain losses

In addition, CAU is unveiling two new products: Liability Plus, a broad-based liability policy custom-designed for community associations, and Coastal Advantage, a package policy built to protect community associations with coastal exposures. This expands CAU’s geographical footprint and bolsters its already strong cadre of coverage options.

Policies will be issued using A+ A.M. Best-rated primary insurance companies affiliated with Munich Re, US.

Acquired by Alliant in 2015, CAU is the nation’s largest community association insurance and risk management specialist, serving thousands of residential and corporate associations nationwide.

About Community Association Underwriters of America
Community Association Underwriters of America (CAU) is a managing general agency and national leader in community association insurance and risk management. Founded in 1989, CAU services community associations, residential and office condominiums, cooperative apartments, and homeowners associations. CAU is based in Newtown, PA and offers property, casualty, fidelity, D&O, general liability, and ancillary products to a nationwide client base.

June 22
​Reshma Dalia Tapped for Alliant’s Specialty Group

Alliant Insurance Services names Chief Financial Officer, Alliant Specialty Group

NEWPORT BEACH, CA — Alliant Insurance Services has announced the promotion of Reshma Dalia to Chief Financial Officer, Alliant Specialty Group. In this role, Dalia will work with the management team on operational, financial, and strategic growth initiatives for Alliant Specialty Group. The recently formed Alliant Specialty Group includes nine industry verticals: Public Entity, Real Estate, Aviation, Financial Services, Energy and Marine, Healthcare, Agriculture, Construction, and Environmental.‎

“Reshma served as an integral member of the Construction Services Group’s Leadership Committee and has been an important factor in our growth over the past five years,” said Peter Arkley, President, Alliant Specialty Group. “By utilizing her expertise and know-how within Alliant Specialty Group, we are poised for a very successful future.”

In her previous role as Senior Vice President, Operations and Finance for the Construction Services Group, Dalia’s efforts helped to grow the operation from four offices with 100 employees in 2011 to 25 offices with 475 employees in 2016.

Dalia earned a bachelor’s degree in finance from Emory University and an MBA from the Kellogg School of Management at Northwestern University. In 2012, she was recognized by Business Insurance, a leading national insurance industry publication, as a “Woman to Watch.”

May 16
​SIU Plants its Underwriting Flag in Chicago

Longstanding California earthquake and flood underwriter taps Mike Kroman to head up Midwest expansion

NEWPORT BEACH, CA — SIU, a division of Alliant Specialty Insurance Services, is bringing its nationally renowned earthquake and flood underwriting prowess to the Midwest. The new Chicago presence will enable Glendale, CA-based SIU to expand its reach and service offerings within the difference in conditions (DIC) market, while serving a growing base of wholesale brokerage clients throughout the region.

“As one of the nation’s foremost DIC underwriters, planting the SIU flag in the Midwest will provide access to new resources and expertise that will further strengthen the division’s national platform,” said Sean McConlogue, President of Alliant Specialty Insurance Services. “We look forward to bringing SIU’s proven brand of service, integrity, and results to a new market, and positioning the division for continued growth.”

The Midwest expansion will be headed up by Mike Kroman, a Chicago native with 30 years of commercial property underwriting experience and 20 years in catastrophe underwriting. As Vice President and Lead Underwriter, Kroman will leverage his diverse expertise in underwriting, product management, and loss control to deliver differentiated coverage and services that drive profitability and sales effectiveness for the wholesale brokerage community.

Kroman joins SIU after serving as Property Underwriting Lead for North America with a global insurance company. There, he managed the strategic development and maintenance of products and policy forms for a $1 billion book of commercial property.

In addition to expanding the SIU name throughout the Midwest, Kroman and the Chicago office will collaborate with SIU’s Glendale, CA headquarters, providing additional service and expertise to the company’s large portfolio of wholesale brokerage clients.

The Chicago office of SIU is located at 200 South Wacker Drive, Suite 3030, in the heart of the city’s downtown business district. For more information, contact Mike Kroman at (312) 546-5629 or MKroman@siumanagers.com.

About SIU
SIU, a division of Alliant Specialty Insurance Services, provides underwriting excellence in difference in conditions (DIC) insurance. Its seasoned underwriting team delivers specialized products and services for earthquake and flood insurance, unlocking access to a broad range of powerful commercial and habitational solutions. Headquartered in Glendale, CA, SIU has delivered the highest standards of excellence and performance in the DIC market since 1999. More information on SIU is available at www.siumanagers.com.

May 03
​Alliant Looks to the Future, with First-Ever Class of Break Out Award Winners

Andy Lewis and Meghan Mullee recognized as rising stars in the insurance world

NEWPORT BEACH, CA — The future shines bright at Alliant, with two of the firm’s producers earning honors in Business Insurance’s inaugural Break Out Awards program. Marine insurance specialist Andy Lewis and conservation insurance expert Meghan Mullee were recognized by the publication as elite performers on their way to becoming the next generation of leaders in insurance and risk management.

“Andy and Meghan have emerged as leaders in their field thanks to their ability to reach beyond the status quo and deliver transformative solutions,” said Tom Corbett, Chairman and CEO of Alliant. “These dynamic professionals embody the spirit of innovation and service and confirm that the future of Alliant, and our industry at large, is in great hands.”

Portland, OR’s Lewis is First Vice President within Alliant’s Energy and Marine Group, servicing a large portfolio of marine and renewable energy clients. Since joining Alliant in 2016, Andy has played a central role in helping the firm expand its marine footprint throughout the West, while designing and delivering some of the sector’s most innovative insurance solutions.

Chantilly, VA’s Mullee is Assistant Vice President within the company’s Alliant Americas division and is one of the nation’s foremost experts in insuring the conservation industry. She has been instrumental in the growth and success of Alliant’s Conserve-A-Nation® program. The largest program of its kind, Conserve-A-Nation® is dedicated to insuring land trusts and various other conservation not-for-profit organizations.

Lewis and Mullee were recognized for excellence across a broad range of criteria, including client service, industry expertise, and leadership. They will be honored at regional awards events in June.

Business Insurance’s Break Out Awards program honors 40 top professionals on track to be the next leaders in the risk management and property/casualty insurance field. Honorees from across the United States are recognized for their leadership and professional skills and can be working in any area of the industry—risk managers, brokers, insurers, reinsurers, wholesalers, captive managers, TPAs, and other service providers.

May 02
Alliant’s Inland Northwest Expansion Continues with Acquisition of Summit Insurance Resource Group

Alliant continues rapid growth in the region, adding one of Idaho’s most multifaceted insurance agencies

NEWPORT BEACH, CA — Alliant Insurance Services’ dynamic expansion across the Inland Northwest region rolls on with its acquisition of Summit Insurance Resource Group. The addition of the Sandpoint, ID brokerage is the latest in a series of planned acquisitions throughout Eastern Washington and Northern Idaho as Alliant continues to add high-performing regional firms to its growing Alliant Americas division.

“As the Inland Northwest continues to grow and diversify, Summit has emerged as a leader in insurance brokerage, offering a diverse mix of products and services,” said Tom Corbett, Chairman and CEO of Alliant. “Summit’s strong commitment to service, entrepreneurialism, and product choice is an ideal fit for our organization as we continue to expand our service offerings to clients in the region.”

One of Idaho’s most established names in brokerage, Summit provides a full spectrum of commercial and personal insurance solutions. Founded on the principle that businesses and individuals should have access to insurance for all of life’s “unexpected turns,” the company offers a range of products and services that includes homeowners, auto, business, health, life, toy (recreational), umbrella/excess liability, and more.

Summit will operate as part of Alliant Americas, which provides the middle market with regionally focused insurance products and services through a dedicated platform. The continued expansion of the division has provided Alliant with the flexibility to partner with regional insurance agencies spanning a breadth of sizes and specialties, united by a shared commitment to service and entrepreneurialism.

“Summit has always focused on offering clients a broad choice of products and solutions, all backed by prompt, personal service,” said Angela Oakes, the company’s owner. “Alliant’s strong regional presence and deep resources will enable us to offer an even higher level of service to our growing client base, while remaining true to the values that guided us to where we are today.”

Oakes, along with the entire Summit management team and staff, will join Alliant and continue to service clients from its Sandpoint offices. Terms of the agreement were not disclosed.

April 12
Alliant Combines Specialty Practices, Forms Alliant Specialty Group

National specialty insurance group combines large portfolio of best-in-class practices under one powerful banner

NEWPORT BEACH, CA — Alliant Insurance Services has combined its extensive portfolio of industry-focused specialty insurance practices under one banner, forming Alliant Specialty Group. The new structure creates one of the nation’s largest and most diverse specialty insurance operations. Alliant Specialty Group will be led by Peter Arkley of company’s industry-leading Construction Services Group.

“The delivery of customized, industry-focused risk and insurance solutions has been the cornerstone of our organization for more than 90 years,” said Tom Corbett, Chairman and CEO of Alliant. “Alliant Specialty Group solidifies our commitment to being the nation’s specialty insurance leader and builds out a solid foundation for future growth.”

Alliant Specialty Group encompasses some of America’s most highly regarded insurance practices and covers a broad range of industries and sectors, including public entities, construction, agribusiness, energy and marine, healthcare, real estate, and many more. The arrival of Alliant Specialty Group comes in the midst of an extensive expansion campaign for Alliant, which has seen the company grow significantly through organic growth, talent procurement, and new acquisitions.

According to Arkley, the genesis of Alliant Specialty Group will create powerful synergies as the company continues to grow and expand.

“The teams that comprise Alliant Specialty Group will benefit from shared resources and collaboration, enabling us to further enhance our service offerings and expertise,” says Arkley. “Additionally, our group will work in concert with our Alliant Americas, Alliant Employee Benefits, and Alliant Specialty Insurance Services (MGA) divisions to deliver an innovative, full-service platform that covers the entirety of our clients’ insurance, risk management, and consulting needs.”

The Alliant Specialty Group will feature a multifaceted leadership team of renowned industry experts:

  • Peter Arkley, President, Alliant Specialty Group
  • Richard Ferrucci, Vice Chairman, Alliant Specialty Group
  • Jeff Moench, Co-Chief Operating Officer, Alliant Specialty Group
  • Michael Cusack, Co-Chief Operating Officer, Alliant Specialty Group
  • John Ludwig, Senior Managing Director, Alliant Specialty Group
April 05
​Alliant Acquires SES Insurance Brokerage Services

Acquisition of Santa Ana, CA firm adds innovative force in finance and real estate to growing MGA division

NEWPORT BEACH, CA — Alliant has acquired SES Insurance Brokerage Services, Inc., one of the nation’s most innovative financial institution and real estate investor program administrators. The Santa Ana, CA-based firm is highly regarded for delivering cutting-edge risk management, technology, and service solutions to clients nationwide. SES, with its extensive network of regional and national broker partners, will join Alliant Specialty Insurance Services (ASIS), the company’s growing MGA and program administrator.

“Joining forces with SES affirms our continued focus on partnering with innovative companies that have demonstrated leadership within the industries they serve,” said Tom Corbett, Chairman and CEO of Alliant. “SES’ proven combination of service, relationships, and technologies will provide a powerful advantage to Alliant as we continue to expand the reach and impact of our ASIS division.”

SES and its seasoned team of professionals provides a full range of forward-thinking solutions to the financial and real estate communities. The firm’s core portfolio of products and services includes:

  • Master Trust programs developed in partnership with “A”-rated carriers covering residential, commercial, farm, and land assets. These customized programs include master policies, excess earthquake and flood, excess liability, and various additional industry-focused products.
  • Targeted insurance products designed around the needs of investors owning portfolios of single family residential rental properties.
  • A full suite of leading-edge technology solutions, including a proprietary portfolio management system that clients use to manage properties and insurance policies.

“At ASIS, our charge is to provide broker partners and their clients with products and perspectives that are truly transformative,” said Sean McConlogue, President of ASIS. “SES is known industrywide for operating with vision, creativity, and purpose; attributes that meld seamlessly with our organization.”

As part of ASIS, SES will expand its reach and offerings through the size and strength of the Alliant platform.

“SES’ success was built on our ability to provide products and services that challenge convention, using collaboration and innovation to drive game-changing results,” said Blair Schrum, CEO of SES. “ASIS, with its powerful distribution relationships and deep resources, will provide an ideal platform by which we can further solidify our reputation as difference makers for our clients and partners.”
The executive leadership team of SES will continue to operate the company under its existing name and its management and service teams will remain in place. Terms of the acquisition were not disclosed.

March 30
​Alliant Wins California Jury Trial

NEWPORT BEACH, CA — A Fresno, California jury has delivered a verdict completely in favor of insurance brokerage firm Alliant Insurance Services and ten of its insurance producers after a lengthy trial. On March 22, the jury rejected every claim by Aon against its competitor, Alliant, and ten former Aon employees, including breach of fiduciary duty, aiding and abetting breach of fiduciary duty, breach of loyalty, intentional interference with contracts, and misappropriation of trade secrets.

The case arose from a 2014 departure of ten producers followed by other employees from Aon’s Fresno, Salinas, and Walnut Creek offices. After hearings in both California and New York courts, Alliant initially prevailed when a New York court both rejected Aon’s request for injunctive relief and held that California law applied to the dispute, followed by the California court’s 2015 ruling that Aon’s non-compete agreements were unenforceable under California law.

Aon argued the departures were a “raid” orchestrated by a conspiracy. But halfway through an eight-week trial, Aon dropped half of its claims. The Fresno jury ruled in favor of Alliant and rejected Aon’s remaining claims after less than five hours of deliberation.

Morgan Lewis partners Debra Fischer, Michael Banks, and Seth Gerber led counsel for Alliant and its California employees, supported by of-counsel Jeffrey Arrington and Robert Brundage and associates Adam Wagmeister, Ainsley Carreno, David Rosenberg, Joseph Marra, Karen Cho, and Claire Lesikar and Morgan Lewis partner Timothy Stephens in New York, with associates Matthew R. Ladd and Stephen Scotch-Marmo.

March 28
​New Orleans-Based Sajeo Arguelles Brings Financial Expertise to Alliant Employee Benefits

Multi-talented benefits consultant to focus on self-funded and captive programs for clients throughout the Southeast

NEWPORT BEACH, CA — Alliant is continuing to build out its New Orleans operation with innovative talent, adding proven financial expert Sajeo Arguelles to its Employee Benefits Group as Vice President. The New Orleans-based Arguelles will work with clients throughout the Southeast to design and deliver benefits solutions that reduce cost, increase coverage, and maximize value.

“Sajeo’s strong financial background and deep roots in the Southeast will prove a powerful advantage for clients throughout the region, enabling them to reduce premium expenditures and optimize the financial impact of their program,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits.

In his new role with Alliant, Arguelles will service clients from a broad range of industries, focusing on programs and solutions that leverage the financial markets to optimize performance, including self-funded and captive programs.

Prior to joining Alliant, Arguelles was Vice President with a New Orleans-based financial institution providing a range of benefits solutions, including program design, account servicing, claims management, and ACA compliance consulting. This followed a multifaceted and successful career as a financial advisor.

Arguelles will be based in the New Orleans office of Alliant, where he can be reached at (504) 312-4923 or Sajeo.Arguelles@alliant.com.

March 15
​Minnesota’s Kenneth Cooksey Joins Alliant

Midwest insurance veteran brings creative approach and broad industry reach to growing Alliant Americas division

NEWPORT BEACH, CA — Minnesota’s Kenneth Cooksey is bringing his creative risk solutions, broad industry reach, and deep Midwest insurance roots to Alliant. As First Vice President within the company’s Alliant Americas division, Cooksey will design and deploy a range of risk management and property and casualty insurance solutions to clients in the Minneapolis market, and throughout the region.

“As we continue to grow our presence in the Midwest, Alliant Americas is focused on bringing on forward-thinking insurance professionals who can navigate the ever-changing risk climate facing America’s businesses,” said Bob Bennetsen, Executive Vice President and Senior Managing Director, Alliant Americas. “Ken is known throughout the region for his innovation, service, and tenacity in handling even the most complex of risks.”

Cooksey joins Alliant with experience servicing clients from a broad range of industries, including energy, entertainment, building materials, construction, manufacturing, distribution, and many more. Throughout his career, he has gained high accolades for his ability to insure large and complex risks through a range of creative solutions, such as large deductible plans, captives, and risk retention groups.

Prior to joining Alliant, Cooksey was Senior Vice President with a national insurance brokerage servicing a large and diverse portfolio of clients. He earned a bachelor’s degree from St. Cloud State University and holds Chartered Property Casualty Underwriter (CPCU) and Certified Insurance Counselor (CIC) designations. Cooksey has also written and published various thought leadership articles in noted industry trade publications.

Cooksey will be housed in Alliant’s St. Louis Park, Minnesota office, where can be reached at (952) 697-3583 or at Ken.Cooksey@alliant.com.

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