MEET OUR TEAM
Who We Are
We’re an independent retail commercial insurance brokerage firm offering commercial business insurance and complete employee benefits solutions to the technology, life sciences and medical technology segments. We provide clients with specialized and hard-to-place insurance coverages such as: Product liability for human clinical trials, pharmaceutical and medical device manufacturers. We access global markets to obtain cutting-edge insurance products that meet the needs of the technology sector.
What We Do
Our mission is to understand your specific business needs. How do we do this? By diagnosing your financial risk exposures, assessing your risk tolerance compared to similar firms in your industry, and prescribing best practice solutions designed specifically to your firm. Our interest is to provide you with competitively-priced insurance products to provide you with the financial protection when you need it the most.
Why We Do It
We understand what most business owners and managers want, they want to be able to entrust their business insurance matters to a subject-matter expert, they want to be assured that they are in good hands. We understand that timely responses to insureds’ needs whether it be providing a certificate of insurance or reviewing a potential contract, can be the difference between clients winning larger contracts. Our agents have taken years of industry experience working with larger insurance brokerages and have combined that with their market familiarity, to develop a time-sensitive culture that streamlines the business insurance process.
Small Business Specialist
JB is the Small Business Insurance Specialist, providing the right coverage for the right value. A graduate of University of Texas at San Antonio with a Bachelors of Business Administration, he enjoys spending his free time searching for new hidden restaurants.
“You must be shapeless, formless, like water. When you pour water in a cup, it becomes the cup. When you pour water in a bottle, it becomes the bottle. When you pour water in a teapot, it becomes the teapot. Water can drip and it can crash. Become like water my friend.”
Commercial Insurance Broker
Paul is a consummate student and learner of technology-related insurance products and how they impact the evolution of most businesses. When not working, Paul enjoys traveling and spending time with his family and going on hikes with his dog, Menta.
“It’s not the time in your life, it’s the life in your time”