Truman Esmond, Vice President, Solutions & Partners

AAIS serves the P&C insurance industry as the only national nonprofit advisory association dedicated to the success of its members. Over 700 insurers rely on AAIS for quality policy forms, rating information and data management capabilities. Their consultative approach, modern infrastructure and unrivaled customer service deliver member focused advisory solutions. You’ll be empowered by the confidence & flexibility their programs provide.
Scott Hinz, Director of Sales

The Finys Suite is a digital platform of integrated modules — Policy, Claims, Billing, Business Intelligence, Design Studio, and Portals & Mobile — for processing personal and commercial lines of property/casualty insurance. It supports insurers, MGAs, MGUs, and their distribution channels. And our comprehensive network of partners and data sources connects through prebuilt integrations that bring the latest InsureTech features and capabilities transparently into the Suite. The Suite enables a single view of your policyholders from anywhere in the system. It uses your business rules and your workflows to support the processes you choose to employ. It supports your policyholders and your third-party constituents. And it manages the entire insurance lifecycle from application to policy issuance, from first notice of loss to claims disbursement, from data entry to analytics and reporting. The Suite features a highly configurable user interface and a flexible toolset (Design Studio) that lets you configure the system and your products. It provides access and complete self-service for agents and policyholders. It ensures you have an audit trail of all those who’ve accessed the system and the actions they’ve taken. It offers a simplified upgrade path. It lets you choose customizable support models to accommodate any level of service you desire. It’s built on a highly scalable architecture. It has advanced testing features. It’s rapidly deployable, on premise or from the cloud. Its flexible configuration and maintenance capabilities give you any level of self-sufficiency you want. And it lets you determine your own security and user permissions, with systemic enforcement of user authority levels. We founded Finys in 2001, using our knowledge of insurance and information technology to build a processing suite that would meet the needs of the insurance industry now — and be flexible enough to accommodate its needs well into the future.
800.734.2102 ext. 1903
Patrick Young, Chief Operating Officer

FOCUS Adjusters, proudly headquartered in New York State, is the premier independent (daily and catastrophe) adjusting firm and third party administrator operating throughout the Northeastern United States, Kansas and Florida. FOCUS offers comprehensive and fully customized loss adjustment programs that are tailored to the specific needs of our clients and their policyholders. Our core-value commitment to traditional integrity based customer service models, unparalleled communication and utilization of InsurTech empowers FOCUS to be the industry leader in our service territories. Additionally,  our team has extensive experience with highly complex first and third party claim matters and is a leader in Complex Claim/Large Loss Adjustment, Property Appraiser and Umpire services throughout the entire United States and U.S. Virgin Islands.
Andrew P. Forstenzer, Vice President

The Preferred Mutual Fire Insurance Company of Chenango County, as it was first known, was founded in 1896 by Frank E. Holmes. Holmes modeled the company after the first insurance company in the United States, “The Philadelphia Contributionship for Insurance of Houses from Loss by Fire,” founded by Ben Franklin in 1752. Today, Preferred Mutual Insurance Company employs more than 300 people and operates in association with over 500 independent agents located in New York, New Jersey, Massachusetts, and New Hampshire.

Greg Robinson, Regional Vice President

Since 1918, Merchants Insurance Group has been providing quality property and casualty insurance throughout the Northeast and North Central United States. Our focus is small to mid-sized businesses and contractors, as well as personal lines products in New York. Merchants is rated A- (excellent) by the A.M. Best Company. With New York offices in Buffalo and Hauppauge, we are able to work with agents and policyholders to address their insurance needs.
Scott Wellham, Marketing Coordinator

Merlinos & Associates is an actuarial consulting firm founded in 1988, providing traditional and expanded services to a wide range of clients, including insurance carriers, reinsurers, municipalities, regulatory agencies, examination firms, audit firms, self-insured entities, captives, and more. We handle virtually all lines of property, casualty, health, and disability insurance.
201.447.6900 x106
Jan Scites, CEO & President

MSO was created by small to mid-size insurers, for small to mid-size insurers. Our goal? To provide member companies with an easier, more profitable way to underwrite risks. That means rating that accurately reflects the individual circumstances of the commercial risk involved. Coupled with personalized, one-on-one service that ensures we understand your needs.


Chautauqua Patrons Insurance Company has been providing property and casualty insurance for individuals and small businesses located in Upstate New York, since 1877. Located in Jamestown, NY, the company strives to provide our agents and insured’s with exceptional insurance service and products while being financially responsible.

e2Value, Inc. provides web-based Insurance-to-Value (ITV) solutions for residential properties, commercial properties; as well as farm and ranch properties. e2Value also offers Pronto®, the patented online residential and commercial estimator. All you need to do is input the property’s address and you’ll instantly receive a complete valuation report that includes a structure valuation, images and data scoring.

Holborn is an independent reinsurance intermediary committed to achieving our mission by reinvesting in our firm. With 2020 marking Holborn’s Centennial Year, we’re not only one of the most experienced reinsurance brokers in the
world, but also one of a very few independent intermediaries owned by its employees. Our commitment to employee development, diversity, financial stability and integrity has helped us recruit and retain top talent, attract new business and develop trusting, decades-long relationships with satisfied clients.

As a member of the Berkshire Hathaway family, MLMIC has greater flexibility in writing coverage, access to more coverage options, and an unparalleled ability to create custom solutions – all supported by exclusive New York-focused benefits and concierge-level service.

A member of the FM Global Group, Mutual Boiler Re is a premier provider of equipment breakdown product offerings. We partner with preeminent insurance companies across the country, providing high-performance products, innovative services and advanced loss prevention engineering that enable them to provide superior coverage and develop new business opportunities. We succeed by remaining true to our core values of advocacy, flexibility, and competiveness.

As a not for profit insurance rate service organization, Underwriters Rating Board has a history of over 70 years of continuous service to the insurance industry. Our aim is to be recognized as a pro-active, market driven supplier of a broad array of individualized services to insurers. The long term personal and professional relationship between URB and its member companies is its greatest asset.

Wayne Cooperative was organized as a mutual assessment cooperative insurer, owned by its policyholders, in 1877 to provide property insurance coverages to local farm grange members. Today, the Company is licensed to write property and casualty coverages in New York, except New York City, and is represented by many independent agents throughout the state.



Security Mutual Insurance Company

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