Portfolio

Portfolios should evolve with the changing world. Here are some investment ideas to help you begin.

Category
Company
Description
First Partnered
Aegis General (Accident and Health / Specialty GL)
Blanket Accident and General Liability Insurance for Youth Athletics, Special Events, GAP Medical, and Student Insurance.
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K2 Claims Service
Full Service Claims TPA to include teams dedicated to Investigations/SIU, CAT Losses/Handling, Subrogation/Salvage, and Field Adjusting (IA) with National Coverage and offices in all 4 US Times Zones + London.
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Aegis General (Financial Lines)
Providing specialized insurance for Investment Businesses and Fintech Firms in the U.S.
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Aegis General (Specialty)
Homeowners, Dwelling Fire, Residential DIC, and Stand-Alone EQ coverage for all occupancies.
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Coast to Coast Claim Services
Independent adjusting firm with nationwide coverage. Servicing residential, commercial and mobile home claims.
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Rubicon Investigative Solutions
A national provider of claims investigation, surveillance and special investigation unit (SIU) services for the insurance, legal and self-insured communities.
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LossRunPro
Subscription software, streamlining loss run requests for agencies.
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Aegis General (Agribusiness)
Stand-alone coverage for irrigation systems. Farm & Ranch Package, Auto and Excess.
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Columbia Pacific Finance
Premium finance company with cutting edge technology and customer service.
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Aegis General (Travel)
Travel Insurance and Event / Registration Cancellation coverage.
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