Newsletter April 2023
Helping industry leading specialty business grow.
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page 4 SHARP
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pages 10-11
Happenings
pages 12-13
of the Business
TableofContents State
Winners
Business Spotlight
Summit Recap
Announcements
M&A
StateofBusiness
Chris Lamitola Chief Sales Officer, Specialty Program Group
March YTD YOY Revenue Lift Top Performers by Revenue Lift HubResults–LiftReportMarchYTD SPG is up ~1% YOY providing ~$6.780MM in Revenue Lift for the organization OrganicGrowth:14.7%YTD
Chris Treanor CEO & President, Specialty Program Group
M&AAnnouncements
SPG has acquired Squaremouth Inc, a leading travel insurance digital marketplace in the US. Squaremouth has been providing comprehensive, transparent, and competitive coverage to travelers for 20 years through its digital platform.
“SPGcontinuestobeattheforefrontofdigitaltransformationbyprovidinganddelivering productsandsolutionsforclientsthatimprovetheinsurancebuyingexperience," said SPG President & CEO Christopher Treanor “Squaremouth is a growing industry leader when it comes to the use, convenience and efficiency of its digital travel insurance platform. Clients can get a quote, compare rates and purchase their coverage online and receive their policy immediately. This aligns perfectly with our strategy to accelerate the scale and depth of our digital capabilities to keep pace with our clients’ boundaryless needs.”
We're thrilled to welcome Squaremouth to our portfolio and look forward to continued growth and success.
Click here to recap the press release on brand
SM DivsonofSpeciatyProgramGroup,LLC
SHARPWinners
PlatinumWinners
Avant
Dan Janek
Ryan Williams
BSMG
Dave Camelio
Rob Cantin
Evan Graff
Mike Hopkins
CMF
Cal Sullivan
William Sullivan
Jay Sullivan
Global
Michael Abbott
Troy Buttleman
Holly Tillotson
Mechanic
Marc Katz
PHP
Renee Paul
Brandon Laam
PPIB
Karen Sergent
SBR
Anthony Moschella
Bob Pyskadlo
Jason Youngs
SCIS
Mike Beck
Matt Feury
SWIS
Barbara Luca
Stephanie Mulrane
GoldWinners
Avant
Brenda Morrison
BSMG
Dana Darlington
CSRisks
Amanda Sedliak
Alison Green
Elevator
Jean-Baptist
Tateissian
ESP
Chris Price
Global
Benjamin Belyea
Michael Rodriquez
JMD
John McCann
Monarch
Genette Nice
NHIS
Megan Rose
SBR
Brian Boutwell
Kevin Kuzon
SWIS
Cynthia O'Brien
Steven Giustino
Shawn Flanagan
Congratulatio
Avant
David Smith
BHA|P1
Bill Pritchard
Jamie Lewis
Patrick Criscuola
BSMG
Jesse Greenberg
Joseph Taylor
ClearMarine
Chris Ball
John Logothetis
SilverWinners
Avant
Laura Acree
BHA|P1
Steve Holcombe
Larry Simmons
Chapin Speidel
Mike Tighe
Global Jeffrey Heydlauff
Insureon
Matt Hernandez
Monarch
Devon Borisoff
Dayna Herron SBR
Nathan Reuter
Daniel Cobb
SCIS
Rachael Kashow
SWIS
Mark Fox
BronzeWinners
Global Benjamin Belyea
Michael Rodriquez
Monarch
Michelle Mitchell
Phillip Morton
Janet Tharp
Kimber Plantenga
Marisela Valencia
Danielle Newsome
Stefanie Mcleod
SBR
Ryan Pittmon
ons Winners!
BusinessSpotlight
Gabe Barajas President Paul Hanson Partners
SummitRecap
From March 20th to 22nd, the SPG Summit took place, bringing together more than 50 programbusinessleaders. This three-day event provided a platform for attendees to share best practices, create growth strategies, and network with each other. Throughout the Summit, notable speakers delivered speeches, workshops were conducted, and discussions were held to address industry challenges.
The second day was particularly engaging, with business leaders and CMOs exploring new opportunities and synergies while exchanging ideas.
Attendees shared their experiences at the Summit and expressed their appreciation for the opportunity to network,exchangeideas,andlearnfromeachother.
The Summit wrapped up with a session on emotional intelligence, a key aspect of leadership development. It helps in building relationships, managing stress, and inspiring others, which are critical to creating a supportive workplace culture. SPG places a strong emphasis on a people-firstculture,investinginitsleadersandstaff,andcreatingresourcesthatbenefit everyone.
Thank you all for attending and for contributing to the success of the event and we look forward to hosting the next Summit.
“In three short days we managed to assemble 50+ of the top program business leaders to build strategy, learn and network. I’m encouraged and amazed by the resourcesandenergy that SPG will bring to our business which will ultimately benefit our agency and carrier partners”
- Timothy Sunderman
“Spending the last few days with fellow SPG business leaders to share bestpractices,create growthstrategies,andnetwork is what I love best about being part of SPG. A collection of brilliant minds working together to win together”
SummitResources
Summit Employee Portraits
Summit Event Photography
Summit Powerpoint
SPG Portfolio Booklet or Download PDF
“The Summit was a great opportunity to build newandexistingrelationships. The investment in leadership skills has a tangible, long-term impact"
- Kramer Hendricks CPCU, AIM, President of Catapult Insurance Solutions - Yiana Stavrakis CPCU, President of Monarch E&S CIC, CPL, Vice President of SafeHerbHappenings
WorkdayTimeTracking&Scheduling
We wanted to remind you of a few important deadlines for submitting and approving time:
1 All non-exempt employees must enter their time each week. Any time submitted after the pay period closes will be paid on the following paycheck.
2. Managers must approve employees time cards at the end of each pay period or they will not be paid.
2023WellnessProgram-HowtoEarnYourPremiumDiscountfor2024!
The 2023 HUB Wellness Program is now live! This year’s program includes several new features. Click here for more information (password: BEWELL), including how to earn your Wellness Medical Premium Incentive for 2024.
specialtyprogramgroup.com Visit our website Go to website e #SPGRides Come Ride With Us
to beat your boss or burn some calories, feel free to add #SPGRides to the group section of your Peloton App!
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