Finance Monthly - Insurance Awards 2022

Finance Monthly Insurance Awards 2021. Uni t ed Kingdom


Insurance Awards2022 FM Finance Monthly is delighted to present our 2022 Finance Monthly Insurance Awards! Dedicated to spreading inspiration across the world of insurance, every year, the Finance Monthly Insurance Awards have the privilege to celebrate the outstanding work done by insurance professionals and companies from every corner of the globe. 2022 has been a year marked by constant uncertainty, rising inflation, recession fears, the war in Ukraine and the effects of the COVID-19 pandemic. As the multi-trillion dollar, high-growth insurance industry has been adapting to all of this, we feel that it is our responsibility to recognise the hard-working individuals within it who are driving the sector forward in the unprecedented times we currently live in. I hope you enjoy this special edition which showcases the best of the best in the insurance field! Congratulations to our winners and finalists! Finance Monthly Insurance Awards 2022 Introduction 5

Introducing the Winners... 6 Insurance Awards2022 FM Finance Monthly Insurance Awards 2022 Index

EUROPE Belgium Dorsan Van Heack Athora Belgium Life Insurance Advisor of the Year Finland Mathias Brunnsberg Alandia insurance CFO of the Year France Philippe Perret Societe Generale Assurances Life Insurance Advisor of the Year Laurent Rousseau SCOR Reinsurance Adviser of the Year 38 Germany Maximilian Trowe MRH Trowe Corporate Insurance Provider of the Year 40 Guernsey Rebecca Goater Network Insurance & Financial Planning Adviser of the Year Ireland John Bissett Glennon Insurance Business Insurance Provider of the Year 42 Clelia Letona Carisma Motor & Mobility Fleet Insurance Company of the Year Italy Andrea Novelli Poste Vita Group Life Insurance Provider of the Year 43 Maurizio Pescarini Genertel Personal & Life Insurance Advisor of the Year Kosovo SCARDIAN Sigurime JSC SCARDIAN Sigurime JSC Insurance Firm of the Year 44 7 JeffArnold 16 Insurance Agency Firm of the Year RIGHTSURE F E A T U R E D W I N N E R Finance Monthly Insurance Awards 2022 Index

Netherlands Joep de Groot CZ Greop Health Insurance Advisor of the Year Poland Beata Kozłowska-Chyła PZU Group Health Insurance Advisor of the Year Switzerland Gert De Winter Baloise Group General Insurance Provider of the Year 46 UnitedKingdom Alan Boswell Alan Boswell Group Insurance Broker of the Year 30 Clive Buesnel Tysers Insurance Leader of the Year 48 Edward Bruce Bruce Stevenson Insurance Brokers Insurance Brokerage Firm of the Year 50 Barry O’Dwyer Royal London Life Insurance Advisor of the Year Paul Goodman Finch Group SME Business Insurance Adviser of the Year 52 Adrian Cox Beasley Speciality Insurance Advisor of the Year Graham Linney Ancile Insurance Group Limited Travel Insurance Expert of the Year 54 8 Finance Monthly Insurance Awards 2022 Index LuisMaurette 22 Risk and Broking Leader of the Year WTW Latin America F E A T U R E D W I N N E R Scott Rose 26 Finance & Insurance Expert of the Year Mainstreet Solutions LLC F E A T U R E D W I N N E R

AMERICAS Brazil Ricardo Bottas Dourado dos Santos SulAmérica Life Insurance Advisor of the Year Eduardo Lucena THB Brazil Business Insurance Provider of the Year 58 Canada Victoria L. Stanhope Stanhope Simpson Insurance Commercial Insurance Broker Adviser of the Year James Russell TD Insurance Home and Car Insurance Provider of the Year 60 Fabien Jeudy Equitable Life of Canada Life Insurance Advisor of the Year Charles Brindamour Intact Financial Corporation Propety Insurance Advisor of the Year Mexico Jorge Campa RGA Life Insurance Advisor of the Year Luis Maurette WTW Latin America Risk and Broking Leader of the Year 22 USA Michael L. Tipsord State Farm Automotive Insurance Advisor of the Year Pete McPartland Sentry Insurance BestCustomerExperienceBusiness InsuranceCompany62 Joshua Brooker PA Health Advocates Best Customer Experience Health Insurance Company Mark Stallsmith Financial Essentials Best Customer Experience Life Insurance Company Stephen Appenfelder Adkisson Insurance Agency Best Customer Experience Personal Insurance Company David Rodriguez Florida One Insurance Agency, LLC Best Insurance Agency of the Yeae Michelle Tice Strategic Wealth Specialists Broker Service of the Year 9 Finance Monthly Insurance Awards 2022 Index AlanBoswell 30 Insurance Broker of the Year Alan Boswell Group F E A T U R E D W I N N E R

Autumn Stone Starkweather & Shepley Insurance Business Insurance Provider of the Year Joshua Roznowski AEGIS Insurance Services, Inc. Claims Specialist of the Year Howard Rosenblatt Hartfield Insurance Group Commercial Insurance Provider of the Year Maurice Greenberg Starr Insurance Companies Commercial Property and Casualty Insurance Provider of the Year Scott Rose Mainstreet Solutions LLC Finance & Insurance Expert of the Year 26 Philip Seibel Advanced Benefit Solutions Health and Benefits Insurance Brokerage Firm of the Year 64 Charles Smith CRS Benefit Consultants, Inc Health Insurance Agency of the Year Mario Schlosser OSCAR Insurance Health Insurance Provider of the Year 66 Jeff Arnold RIGHTSURE Insurance Agency Firm of the Year 16 Brian Haney The Haney Company Insurance and Retirement Services Leader of the Year John Mancini FAIRPORT CAPITAL INC Insurance Broker of the Year Matt Child Utah Independent Agents Insurance Education Programme of the Year George Fisher Boynton Financial Investment Protection Adviser of the Year Jasmine Jirele Allianz Life Insurance Company of North America Life Insurance Adviser of the Year 68 Kirt Walker Nationwide Mutual Personal Insurance Advisor of the Year Justin Bender Windemere Insurance Group Private Client Service of the Year Suzannah Richards Ocean Wealth Retirement Planning & Wealth Management Adviser of the Year Jane Chwick Voya Financial Technology Board Leader of the Year 34 Brad Lawing Prevail Innovative Wealth Strategies Wealth Management Advisor of the Year 10 Finance Monthly Insurance Awards 2022 Index Jane Chwick 34 Technology Board Leader of the Year Voya Financial F E A T U R E D W I N N E R

ASIA China Su Hengxuan China Life Life Insurance Advisor of the Year HongKong Sally Wan AXA Hong Kong and Macau Life Insurance Provider of the Year 72 India Vibha Padalkar HDFC Life Insurance Company Limited Life Insurance Advisor of the Year Indonesia Tatang Nurhidayat Tugu Insurance General Insurance Provider of the Year 74 Japan Miwa Ohmori RGA Asia Pacific Underwriting Firm of the Year 76 Malaysia Zainudin Ishak Malaysian Reinsurance Berhad General Reinsurance Provider of the Year 77 Raymond Lew Sun Life Malaysia Life Insurance Provider of the Year Philippines Li Hao Zhuang FWD Life Insurance Advisor of the Year Qatar Salem Khalaf Al Mannai Qatar Insurance Group Personal & Business Insurance Advisor of the Year Saudi Arabia Elie Abi Rached Chedid Re Reinsurance Adviser of the Year 79 Singapore William Ho MS Amlin Asia Pacific Insurance Leaders of the Year 80 bolttech bolttech Insurtech Firm of the Year 11 Finance Monthly Insurance Awards 2022 Index

Christopher Teo Tokio Marine Life Insurance Singapore Ltd. Life Insurance Advisor of the Year Hock Seng Khor Great Eastern Life Singapore Personal Insurance Provider of the Year Taiwan Benson Chen Fubon Life Best Customer Experience Life Insurance Company UnitedArab Emirates Bilal Adhami Fidelity United General Insurance Provider of the Year 82 Abdul Zahra NGI Personal Insurance Advisor of the Year AFRICA Kenya Gwen Kinisu Prudential Life Assurance Life Insurance Advisor of the Year Vinod Bharatan APA INSURANCE General Insurance Provider of the Year 86 Mauritius Bertrand Casteres MUA Ltd Personal Insurance Advisor of the Year Nigeria Tunde Hassan-Odukale Leadway Assurance Company Life Insurance Advisor of the Year Joyce Ojemudia African Alliance Insurance Plc. Life Insurance Provider of the Year 88 SouthAfrica William Kwaku Ayim Yeboah Sankofa Insurance Brokers Business Insurance Provider of the Year 91 Gideon Galloway King Price Insurance Car Insurance Provider of the Year Iain Williamson Old Mutual Insure Personal Insurance Advisor of the Year 12 Finance Monthly Insurance Awards 2022 Index

13 Finance Monthly Insurance Awards 2022 Index OUT NOW! AUSTRALASIA Australia Sue Houghton QBE Business Insurance Advisor of the Year Andrew Payne McKenzie Ross Risk Management Adviser of the Year 94 NewZealand Jimmy Higgins Suncorp Group Life Insurance Advisor of the Year Gillian Vaughan Pinnacle Life Life Insurance Provider of the Year 97

Featured Winners JeffArnold RIGHTSURE Luis Maurette WTW Latin America Scott Rose Mainstreet Solutions LLC Alan Boswell Alan Boswell Group Jane Chwick Voya Financial 16 22 26 30 34


RIGHTSURE: Building the Ultimate Platform Blending Humans, Technology, Artificial Intelligence & Insurance. Known for it’s Famously Friendly Humans and its iconic tagline “ we insure everything from pets to jets “ RIGHTSURE is witnessing a consumer push to its products and offerings in increasingly record-breaking numbers. The insurance industry is quite fragmented with several challenges that exist like talent shortages, managing the balance between tech and human, climate risk, and increased regulatory requirements. RIGHTSURE has effectively tackled the shortcomings of the industry and presented consumer based insurance choices which are tailored according to deep understanding of the psychographic and demographic wants and needs of todays consumers, oh yeah, and their Discount Discovery Technology is what consumers really crave. Finance Monthly Insurance Awards 2022 USA 17 Founder of RIGHTSURE INSURANCE AGENCY FIRM OF THE YEAR Jeff Arnold

Finance Monthly Insurance Awards 2022 USA 18 How it Began Since its establishment, the company has acquired several agencies and is also involved in joint ventures with public and privately held firms. Its expertise and persistence have helped the company secure millions of dollars in financing and executed reinsurance measuring with billion-dollar conglomerates. RIGHTSURE is the combination of an insurance agency, insurtech, and aggregator backed by powerful AI initiatives. It gives the consumers the control of the insurance process. Unique and Beneficial Propositions Over the years, the consumers have been conditioned and marketed to, to believe that all insurance is equal and the only difference is the price (or the premium paid) while on the contrary, every single policy sold is a separate legal contract with the insurance company and if the consumer is paying less, he is most likely getting much less coverage. RIGHTSURE addressed this gap by developing Discount Discovery Technology. A RIGHTSURE policy comes with three very unique propositions, • The Award-Winning Famously Friendly Humans: Team of experts who help the consumers save money on their insurance while ensuring they are properly covered. • The Discount Discovery Technology: The solution is focused on helping the consumers understand more of what they are buying, while its advanced tech tools find all available discounts by the carrier, by state, and across hundreds of insurance companies. • The RATEGUARD Platform: With the RATEGUARD Platform the consumers can re-shop all their insurance before every renewal to gain the best coverage, the lowest premium, and the most discounts.

Finance Monthly Insurance Awards 2022 USA 19 attention to the details and strives to render the best results for the consumers. RIGHTSURE has an unabashed, unmatched, and unapologetic focus on finding the right talent and honing their skills to keep the Famous Friendly Humans engaged and focused on helping the customers get excited about a topic and subject that is mundane for others. The efforts of the RIGHTSURE team have been recognized by several awards and accolades won over the year. These awards also stand as a testimonial to what the company has been able to achieve. In 2022 alone, the company won several awards for its culture and innovations like the Top Insurance Firms North America, 2021 Top Insurance Workspace, Most Outstanding Independent Insurance Agency, and winner of 5 Star Insurance Brokerage Winner. Jeff Arnold’s leadership was also awarded Insurance Executive of the Year North America, 2021, and The Herald of A New Era in Insurance. Jeff is also often RIGHTSURE assists the consumer in finding quality insurance coverage while providing the best-in-class customer service with a high level of professionalism. The Famously Friendly Humans at RIGHTSURE aim to develop long-term relationships with policyholders. “Our platform not only compares hundreds of different companies, but is then layered against our discount discovery technology. This process assures consumers get not only the very best rates and coverage from top insurance companies, and we repeat this process every single time your policy is up for renewal. A done for you service like no other and it’s transforming the entire insurance eco-system. Exceptional Client Service & Matchless Human Connection RIGHTSURE distinguishes itself in quantifying data. The team pays “RIGHTSURE will help you find quality insurance coverage while providing customer service with a high level of professionalism.”

Finance Monthly Insurance Awards 2022 USA 20 About the leadership. While much has been written about its founder Jeff Arnold, there is a growing attention be focused on it’s Female Led Executive Team, This powerhouse of Female Led Executives, are garnering much attention by leading the tech forward firm in an industry often headed by male counterparts. Parting thought: As if all the accolades weren’t enough, RIGHTSURE is now recognized as The Most Awarded Insurance Firm in North America. “We’ve helped countless people save money on their insurance while making sure they’re properly covered.”

Finance Monthly Insurance Awards 2022 USA 21 regarded as the Global Ambassador of the insurance industry. He adds, “We are often reminded that people don’t buy from companies—they buy from people—and at RIGHTSURE our people are the company.” Despite the challenges of COVID, RIGHTSURE was able to sail through the tough tides and persevere towards success. The company’s elevated status provided by it’s Famously Friendly Humans – as RIGHTSURE has become synonymous with an exceptional client experience and unmatched human connection. Offering Affordable and Reliable Service In the insurance industry, change is the only constant and the changes are thrown at you daily. To sustain in the market one has to adapt to the changes. From Weather Patterns to increased costs to fix cars and rebuilding home, along with the current environment of inflation mixed with Social Justice Settlements the industry is experiencing immense pressure on how to price insurance and how to deliver that messaging to the buyers. RIGHTSURE aim is to help the consumers save money and ensure they are covered. To fulfill this, the company continually invests in its unique propositions RATEGUARD, Discount Discovery Technology that will make all types of insurance affordable for all consumers no matter what stage they are in of their life journey. A Power-Packed Future RIGHTSURE’s RATEGUARD platform is helping to put consumers in control of how much they pay for insurance and is changing the entire insurance ecosystem as it teaches consumers How to Beat Insurance Company Rate Increases. RIGHTSURE is currently in the middle of raising more capital to improve its platform and gain more market share. Email: Tel: 520-917-5295 Founder Jeff Arnold states, As far as the most exciting part of what we do is: I truly am humbled by how our giving MODEL has grown at RIGHTSURE. A portion of every Single Policy dollar goes to: • Helps to End Human Trafficking • Supports Domestic Violence Victims • Sponsors Special Olympics • Helps to Erase Hunger (community food bank and food pantries) This is powerful as it creates an impact as the team is helping change lives for the better. A portion of every single policy at RIGHTSURE contributes to these great causes. What makes RIGHTSURE, a leading company amongst all the competition in the industry? Firstly, without a doubt – as stated previously - RIGHTSURE is known for its Famously Friendly Humans and how we fuse together our Humans with Artificial Intelligence and layer it with our techforward ideology. This fusing together of Humans, Machines, and Technology continues to win us a record number of awards and more importantly, attracts customers by the thousands monthly.


I’m Luis Maurette, now Chairman of WTW Latin America, and after 45 years in the industry, I’ve decided to retire. I’ve enjoyed creating, building, and transforming the insurance industry for Latin America and I now celebrate the end of my career with a special recognition. For the second year in a row, I’m proud to be recognized as Broking Leader for Latin America from Finance Monthly. Finance Monthly Insurance Awards 2022 Mexico 23 Chairman of WTWLatin America RISK AND BROKING LEADER OF THE YEAR Luis Maurette

Finance Monthly Insurance Awards 2022 Mexico 24 In last year’s article, I referenced the ‘Perfect Storm’ that WTW faced. Faced with a pandemic and possible changes to our company, this was a challenging period. However, we never lost our client focus and worked together as a team to move forward and achieve our goals. In early 2022, we experienced a new set of changes. Under new leadership, we launched a new brand (WTW) and strategic priorities. This allowed us to build back better and stronger for our clients and led to great results across the Latin American region so far this year. This cycle of resilience is our story; we work for a better tomorrow every day. Transformation is an inevitable part of the business yet one thing remains constant – the people. The people make WTW, and it is the exceptional team have grown WTW Latin America to where it is today.

Finance Monthly Insurance Awards 2022 Mexico 25 I started my career working for an insurance company. A few years later, I broke into the international market, leading positions across Latin America including Argentina, Ecuador, Mexico and Brazil. Still, I was curious about furthering my portfolio to include sales and distribution. The stars aligned when Joe Plumeri, CEO and Chairman of Willis at the time, asked me to lead the region. The transition from carrier to broker was easy for me, and a few things made that possible: my personality, my mother, and the Latin American culture. I’ve always been a people person. I pay attention to people’s needs and the cultural differences between countries and their respective peoples. Along with good communication, understanding cultures and markets is critical for developing business. My mother taught me to bring out the best in people and because of that, I was always able to work with a range of personalities, picking out their best talents to add unique value to each project. I don’t have a onesize-fits-all leadership style and this has helped me tremendously as a leader. Latin America also presents a unique opportunity for the business. Latinos are passionate and emotional people who love music and conversations and openly express our opinions. As a leader, it was important to keep that culture going. Allowing my teams to have an open dialogue helped me succeed. My son – a music composer – recently shared one of his pieces with me and one day I’ll be able to share it with a future generation. It’s interesting to think that something we create can constantly evolve and transform. What I take away today, after many fantastic years at WTW, is the feeling of having created, built, and transformed. Seeing what we have accomplished as WTW Latin America gives me great comfort as I close this chapter. A lot of individuals that I’ve worked with still have a long career ahead. I only hope that what we built together will serve them well and allow them to continue growing – both professionally and personally. A company is a company but the impact we have on other people is to me, the most gratifying. I’m still thinking “what’s next for Luis?”. While I still want to remain plugged into what’s happening in the market, my wife would like me to maintain some balance. We’ll see what’s next. For now, I take comfort in knowing the industry is in great hands with a new generation of professionals entering the market: open-minded individuals with a vision for the future. I look forward to seeing what the next generation does. I’ll see you all around. “I take comfort in knowing the industry is in great hands with a new generation of professionals entering the market.” WTW Latin America


Mainstreet Solutions LLC 333 Camino Gardens Blvd Ste 204 Boca Raton, Fl. 33432 561-392-4485 561-952-4629 – fax Mailing Information: Mainstreet Solutions LLC 333 Camino Gardens Blvd Ste 204C Boca Raton, Fl. 33432 Finance Monthly Insurance Awards 2022 USA 27 CEO of Mainstreet Solutions LLC FINANCE & INSURANCE EXPERT OF THE YEAR Scott Rose Mainstreet S O L U T I O N S L L C

Finance Monthly Insurance Awards 2022 USA 28 About Mainstreet Solutions LLC Mainstreet Solutions LLC, located in South Florida since 1993, is a award winning boutique styled agency primarily concerned with providing insurance strategies to specific client needs by offering money saving health and life insurance solutions for individuals and businesses. South Florida Business Journal, a well known, time honored national business to business publication in the USA selected the boutique/specialty insurance agency Mainstreet Solutions LLC, in the top 12 Florida insurance agencies for 2021. “Mainstreet Solutions is proud to receive the great rating and recognition for a uniquely successful business model! Of course, the long term patronage from many of our clients is fundamental to our success and we thank them!”, comments CEO Scott Rose. Since 1993, new and current clients are always greeted with “How can we help you? Next we proceed to listen carefully to the issues, concerns, and feelings the client expresses. We follow with exploratory questions in order to more fully understand their history and current situation. Then we begin devising a strategic plan by taking in many complex tax saving or tax credit factors in order to engage towards a practical and often money saving solution to their needs. In a trustworthy manner, we always look for product solutions that the client is willing to buy. We never suggest over extending the client’s buying power in order to achieve results. We do not charge service fees at any time for any of our past, current or future assistance. All meetings and transacted business is conducted under strict privacy guidelines. Many of our clients are individuals and families that are originally from other countries arriving in Florida to live and work. Usually they hear about us from other professionals or friends. We have international certifications and hold licensing agreements with international insurers since 1996, making us a suitable choice to assist expats in Florida. 21st century technology continues to introduce newer and newer platforms to conduct international and domestic insurance transactions in a quick and efficient manner. It is a priority for us to maintain up to date capabilities, as well as utilizing appropriate privacy standards and regular security upgrades, too. Enlightening and educating our clients to the mechanics of their policies as well as the Health and Life landscape has always been our unique specialty. We clearly recognize the attention span of our clients at any given point in time and seek to patiently provide only the duration of training the client can easily absorb at a meeting or on the phone. Individuals’ short term memory usually cannot recall many elements of a conversation a week later. Instead, we seek for customers to gain an understanding at their convenience over a period of time of the tools and key elements of the strategies used to achieve sometimes dramatic insurance results. “Mainstreet Solutions is proud to receive the great rating and recognition for a uniquely successful business model! ”

Finance Monthly Insurance Awards 2022 USA 29 About Scott Rose Mr. Scott Rose began his career in 1982 teaching Fine Arts until he was selected in 1988 by The WHITE HOUSE as a Florida Representative to the Office of Public Liaison for President George Bush’s term in office. Afterward Scott created a successful business model for a boutique/specialty insurance agency in 1992 and named it Mainstreet Solutions LLC. Scott continues today as CEO of the firm. Scott also provided volunteer work from 2004 to 2014 as President of “Life Care Foundation for Disabilities”, a non-profit charity. Scott’s Doctoral thesis on Learning Theory received a prestigious award from “The Carniegie Project on Education Doctorate” in 2016. Scott holds a Doctorate in Education; a MBA, a Masters in Non-Profit; and two undergraduate degrees in the Fine Arts. He’s a vegetarian with expertise in nutrition and yoga meditation for over 40 years. He has two lovely daughters, both with successful careers, one in the Fine Arts, and one in Nonprofit. Mainstreet Solutions LLC Mainstreet S O L U T I O N S L L C

Executive Chairman of Alan Boswell Group INSURANCE BROKER OF THE YEAR Alan Boswell Finance Monthly Insurance Awards 2022 United Kingdom 30

Alan Boswell Group are something of an anomaly within the insurance broking industry. A genuinely independent insurance brokers, without a global entity hiding in the wings, or a vast amount of venture capital demanding return on investment. Instead, they remain privately owned and committed to delivering on their promise of exceptional customer service. “The broking landscape is now dominated by a handful of truly enormous firms, who are naturally driven to deliver shareholder value. The temptation on these firms to find ways to increase revenue and reduce costs is huge and inevitably can lead to a reduction in service levels. We’re lucky enough to not have those additional pressures.” Says Alan Boswell, Executive Chairman at the Norwichheadquartered insurance and financial planning group. “We’ve taken a less-trodden route to growth, preferring to focus on client needs and ensuring our service levels remain high. It’s a simple mantra; keep our customers happy so they stay with us and add a few new customers each year.” It’s a mantra that has seen the group report annual growth in every one of its 40-year history. So, where did it all start? Alan launched Alan Boswell Insurance Brokers as a sole enterprise in a small town in Norfolk in 1982 and within a few years was also offering financial planning services, with the addition of Alan Boswell & Company. Several local acquisitions saw the group grow in terms of headcount and Gross Written Premium and by 2016, after the acquisition of Cambridge-based brokers, S-Tech, had increased its roster to over 300, with premium of more than £100m. “We only ever consider an acquisition if the company has the same culture as us. We need to know that they will fit in alongside us and not create division or disruption. Our reputation took years to build, and we wouldn’t want to do anything to risk that. But, when a compatible company comes along, we’re always open to the opportunity. We’ve never made anyone redundant after an acquisition and we have Finance Monthly Insurance Awards 2022 United Kingdom 31

no intention of doing anything different in the future.” It wasn’t just through acquisition that the group drove revenue. By understanding their customer needs they were able to identify additional business opportunities, and over the last six years they have added riskmanagement services, including engineering inspections, and an employee benefits company to provide corporate clients with group pension advice as well as key-person cover, such as critical illness insurance. “Before, when supporting our clients, we’d recommend other firms to help with their engineering inspections, but we found that the service levels from these other companies was lacking. It just made sense for us to bring these services in-house; that way we could ensure that our clients were being properly looked after. “It’s the same with Health & Safety. By adding risk management solutions we’re helping clients remain compliant, reduce risk to their employees and customers and making them more attractive to insurers, often reducing insurance premiums.” Yet, neither acquisition nor new revenue streams has been the key factor underpinning the success of the company. That honour sits with the original mantra, to keep clients happy and add a few new ones each year. “Some people might say our growth has been quite pedestrian. We’re okay with that. We’ve not over-stretched, never taken debt, and always put our customers first. You can see the results of that in our retention rates and our reviews.” Looking at the figures, it would be hard to disagree. They’ve got, arguably, the highest rating on Feefo amongst their competitors (a way for verified customers to review business) for their service standards, and their retention rates are around 90% - 95%. Factoring in natural churn that’s quite exceptional. So, what’s been the secret to maintaining those service standards? “It’s hardly a secret, we hire great people. We don’t pay commission on sales, instead we’re hiring people who want to build relationships. Even if that’s just a few minutes on the phone with a new landlord who doesn’t understand what they need, we’ll take the time to explain the risks and the appropriate covers. “We don’t do the hard-sell. We’ll leave that to others. Wewant toprovide advice and guidance wherever possible. Listen to our clients, understand the risks, advise appropriately, and offer the right solutions.” You only need to talk to Alan to understand that he is as passionate about the business today as he was 40 years ago. The company is founded on the ambition to create a professional, progressive company with a reputation for providing friendly, expert advice across a wide range of financial disciplines. Continual reinvestment in the development of the company has put it in its current position; recognised by clients and the industry as one of the most dynamic and reputable independent insurance brokers and financial advisers in the country. With the business built on a solid foundation, and clients always at the forefront, the future looks good for Alan Boswell Group. Finance Monthly Insurance Awards 2022 United Kingdom 32 “We want to provide advice and guidance wherever possible.”

Finance Monthly Insurance Awards 2022 United Kingdom 33 About Alan Boswell Group Alan Boswell Group is made up of five companies: insurance broking, risk management, financial planning, employee benefits and underwriting. But it is the insurance brokers which underpins the operation. With over £170m in Gross Written Premium and over 70,000 clients, it operates across commercial, property, and personal insurance. With a headcount of over 380based throughout East Anglia, Cambridgeshire, and Lincolnshire, the Group continues to grow through a mix of organic growth and acquisition; the latest being the addition of Glemham Underwriting in Suffolk to provide Professional Indemnity capacity to insurance intermediaries. Predominately commercial insurance brokers, the group specialises in science & tech, property, credit, agriculture, and renewables while they hold exclusive schemes for therapists, teachers, and a self-drive hire arrangement for motorhome and campervan owners. The Group has seen substantial growth over the last decade within the landlord’s sector and are now one of the UK’s leading providers of specialist landlord insurance products, including buildings insurance and rent guarantee. They also continue to see growth within their personal lines division as more and more clients turn away from comparison sites and look to build relationships with their brokers. Alan Boswell Group are heavily invested in their communities, sponsoring both grassroots sports, and the local professional clubs, including Norwich City, Peterborough United, and Cambridge United football clubs. In 2019 the Alan Boswell Group Charitable Trust was set up to support local good causes. To date the Trust has made grants in excess of £1.5m. Alan Boswell Group

Board Member of Voya Financial, Inc. TECHNOLOGY BOARD LEADER OF THE YEAR Jane Chwick About Voya Financial, Inc. Voya Financial, Inc. (NYSE: VOYA), is a leading health, wealth and investment company that provides products, solutions and technologies that enable a better financial future for its clients, customers and society. Finance Monthly Insurance Awards 2022 USA 34

Voya Financial, Inc. 230 Park Ave., New York, NY 10169 About Jane Chwick JanewasapartneratGoldmanSachsGroup, Inc., where she had a 30-year career in technology, most recently as the co-chief operating officer of the Technology Division. In that role, she was responsible for financial and business planning, setting the technical strategy and the management of an 8,000-person organization within the firm. While at Goldman, Jane served on many governance committees, including the firm’s Finance Committee, the Firm Wide New Activity Committee and the Technology Risk Committee, and she was co-chair of the Technology Division Operating Committee. Jane was also the co-founder and co-CEO of Trewtec, Inc., providing corporate directors, chief executive officers and chief technology officers with the information they need to improve their oversight of a company’s technology function. Jane currently serves on the boards for Voya Financial, MarketAxess, People’s United Bank, Thoughtworks and Essent Group. She is the chair of the Technology, Innovation and Operations Committee at both Voya Financial and Essent, and she is the chair of the Risk Committee at MarketAxess. She was previously on the board of Girls Who Code and the Berkshire School, as well as the executive board of trustees of the Queens College Foundation. She earned an undergraduate degree in mathematics from Queens College and an MBA with a concentration in quantitative analysis from St. John’s University. Sector and area of expertise - Sector: Finance - Area of expertise: Technology Finance Monthly Insurance Awards 2022 USA 35


CEO of SCOR REINSURANCE EXPERT OF THE YEAR Laurent Rousseau Finance Monthly Insurance Awards 2022 France 38 Tel: 33 1 58 44 70 00

About Laurent Rousseau Laurent Rousseau, a French citizen, is a graduate of HEC (Ecole des Hautes Etudes Commerciales). He started his career in 2001 as an equity analyst at Credit Suisse First Boston in London, covering European insurers and reinsurers. In 2005, he joined J.P. Morgan in the insurance Investment Banking team, executing M&A, capital raising and restructuring transactions for European insurers and reinsurers. He joined SCOR in 2010 as Advisor to the CEO and became Head of SCOR Global P&C’s Strategy and Business Development in 2012. In July 2015, he became Chief Underwriting Officer of SCOR Global P&C’s treaty business in Europe, the Middle East and Africa. In April 2018, he was appointed Deputy Chief Executive Officer of SCOR Global P&C and member of the Group’s Executive Committee. In September 2018, Laurent Rousseau became CEO of Specialty Insurance (SCOR Business Solutions, the Channel Managing Agency and MGAs). In June 2021, he became Chief Executive Officer of SCOR. About SCOR SCOR, a leading global reinsurer, offers its clients a diversified and innovative range of reinsurance and insurance solutions and services to control and manage risk. Applying “The Art & Science of Risk”, SCOR uses its industry-recognized expertise and cutting-edge financial solutions to serve its clients and contribute to the welfare and resilience of society. A global, independent, Tier 1 reinsurance company, SCOR provides its clients with value-added solutions thanks to an underwriting policy based on profitability, effective risk management and cautious investment. In terms of financial strength, independent rating agencies place SCOR among the best-ranked reinsurance companies in the world (A+ rating from S&P, AA- from Fitch, Aa3 from Moody’s and A+ from AM Best). SCOR’s four cornerstones – controlled risk appetite, robust capital shield, high diversification and strong franchise – are proven creators of long-term value. The Group’s organizational choices are guided by sound principles: mobilization of skills and expertise, operating efficiency, structural simplicity, clear reporting lines and a balance among the Group’s different teams and entities. Finance Monthly Insurance Awards 2022 France 39

CORPORATE INSURANCE LEADER OF THE YEAR About MRH Trowe At MRH Trowe we combine the modern, digital world with our values and principles. Our roots are in Alsfeld, Frankfurt and Düsseldorf. We are an internationally active, owner-managed company. With more than 900 employees, we are one of the top 10 industrial brokers in Germany. We started as a family business, today we work nationwide at different locations and across borders in international networks. Since 1950, we have been assisting our clients with the best possible insurance, pension and risk management protection. We want to continue to develop ourselves as a company, never losing sight of the essential: Quality, solidity and reliability. The constructive expansion of our business units embodies our corporate strategy, and so do our digital development approaches and modern tools. Because corporate DNA is a commitment: We offer products 40 Finance Monthly Insurance Awards 2022 Germany Email: Tel: 49 69 66 05 889 0 Maximilian Trowe Managing Director of MRH Trowe

and services that meet our clients’ expectations in terms of quality, price and security. We design individual insurance solutions with transparency and seamless transfer of risk. The clarity of our approach and our advice, including selection of suitable instruments, are essential components of our work. In this regard, we only accept mature, coherent solution concepts. This means that we are always very careful with regard to the trust that has been placed in us. 3 good reasons why MRH Trowe is your ideal partner: EXPERTISE We work with a burning passion, market knowledge and know-how. Our #360° service allows us to examine the requirements of our clients in context. CUSTOMER SATISFACTION Long-standing partnerships and independent review sites confirm the satisfaction of our clients. CORPORATE CULTURE Our agile corporate culture is built on fair and constructive cooperation. Respect and responsibility are the main pillars of our corporate DNA. About Maximilian Trowe Maximilian Trowe started working in the insurance industry in 2010. After completing his secondary education, he studied at Babson College in Massachusetts, where he earned a Bachelor of Science (Business Administration) degree in Entrepreneurship & Economics. After successfully completing his studies in 2004, Maximilian Trowe worked for Dresdner Kleinwort Wasserstein and Cloppenburg Automobil SE, and other firms. In 2010 he moved to London where he earned an MBA and Master’s degree in Insurance and Risk Management from the Cass Business School. After completing his studies, he took over the position of Managing Partner at the Trowe Group. In 2016 the company merged with MRH Group (formerly Mesterheide GmbH). 41 Finance Monthly Insurance Awards 2022 Germany “We advise exclusively in the interest of our clients – fair, solutionoriented and sustainable.”

BUSINESS INSURANCE LEADER OF THE YEAR About John Bissett John joined Glennon in 2010 and was appointed CEO in 2014. John is a veteran of the insurance industry, withmore than 40 years’ experience in an ever-changing landscape. Before his time at Glennon, he held senior positions in Coyle Hamilton and Willis, where he managed the insurance needs of many renowned businesses and organisations in various sectors. John is a former president of the Irish Brokers Association (now Brokers Ireland), and is an Associate of the Chartered Insurance Institute and a Chartered Insurance Practitioner. About Frank Glennon Limited For over 70 years, three generations of the Glennon family have been leaders in Irish Insurance with a strong belief in one thing — providing expert advice after taking the time to understand your personal and business risks. At a time of unprecedented globalisation and growth, it is essential to understand complex business risks, needs and human capital requirements. Through our international partnerships, Glennon is able to meet the bespoke needs of our multinational clients operating in Ireland and working along with our like-minded broker and network partners across the US, UK and many other jurisdictions to meet their Global programme requirements. Over the last 70 years, Glennon has developed substantial commercial / property and casualty expertise in a number of key and growing sectors, and over the last 40 years, our experience has extended to the arrangement of employee benefits including pensions, life, disability, medical and dental insurance. Today, Glennon is a dynamic and tightly focused organisation with over 100 staff — constantly seeking to grow and to innovate. Our success is based on the quality, experience and efficiency of our employees and our ability to provide total client satisfaction when delivering effective solutions and services. We achieve this by maintaining a proactive and creative approach, combined with an unwavering commitment to our clients. 42 Finance Monthly Insurance Awards 2022 Ireland Email: Tel: 353 1 707 5800 John Bissett CEO of Frank Glennon Limited

LIFE INSURANCE EXPERT OF THE YEAR About Andrea Novelli He graduated in Business Economics from Bocconi University in Milan in 2002, and took advanced courses at Indiana University Kelley School of Business in the United States. After a brief experience at Credit Suisse First Boston in Milan, in 2002 he started his career at JP Morgan’s Investment Banking Department in London. In 2004 he joined Cassa Depositi e Prestiti SpA holding several different positions of responsibility, including Head of Administration Planning and Control and Chief of Financial Officer. In October 2014 he was appointed Managing Director. FromAugust 2015 to September 2017 he was Chief Executive Officer and Managing Director of SIMEST. He joined Poste Italiane Group in October 2017 as Head of BancoPosta and since April 2019 he was appointed Head of the Private Market. In May 2020 he joined Poste Vita Insurance Group as Chief Executive Officer and General Manager of Poste Vita S.p.A. He is also Chairman of Poste Assicura S.p.A. and Poste Welfare Services. Moreover he was Chief Executive Officer of BancoPosta Fondi SGR. He was Chairman of CDP Immobiliare from 2014 to 2016, board member of Snam from 2012 to 2016 and held different responsabilities in the board of directors of STMicroelectronics and Galaxy Sàrl between 2005 and 2014. About Poste Vita Group Poste Vita SpA, the life insurance company of the Poste Italiane Group, was founded in 1999 and in 2014 became the leading insurance company in Italy in terms of premium income. In 2021, with premium income of 17.6 billion, it confirms its leadership in the life business. In 2010, the Poste Vita Insurance Group was born. In fact, Poste Vita SpA is joined by the non-life company Poste Assicura SpA with products designed to protect people and property. OUR VALUES Our corporate mission : consistent with the social values that have always been interpreted by the Group to which we belong, we work so that every person , regardless of their nationality, class and economic condition, can find concrete and effective solutions to the main needs of post offices social nature of the era in which we live: • the supplementary pension • the protection of the person • responding to the needs of the elderly segment of the population • the protection and growth over the years of the value of the assets owned • the creation and accumulation of small savings over time 43 Finance Monthly Insurance Awards 2022 Italy Email: Tel: 39 02 824 43 311 Andrea Novelli CEO of Poste Vita Group

Hekuran Neziri, CEO INSURANCE FIRM OF THE YEAR Scardian Sigurime About Hekuran Neziri Hekuran Neziri is Chief Executive Officer of Scardian Sigurime JSC. Scardian is one of the leading insurance company in Republic of Kosovo. He began his career in insurance industry in 2008 switching then to banking industry and from 2015 he has been with Scardian holding senior roles in the company as Director of Underwriting and Reinsurance. Mr. Neziri was appointed CEO and Board Member in December of 2020. Results oriented, good market knowledge, excellent technical and communication skills with a proven track record of working collaboratively with teammembers to achieve goals. An exceptional leader, he has been awarded as “The Best Insurance Company Director of the Year in Kosovo 2021” (FCE Magazine). Finance Monthly Insurance Awards 2022 Kosovo 44 JSC

About Scardian Sigurime JSC SCARDIAN Sigurime JSC is one of the last companies that entered the insurance market in Republic of Kosovo in 2015 and now in 2022 is one of the leading and one of the most profitable company in the market. SCARDIAN Sigurime is a company that combines the experience of the managerial staff and the global experience of the shareholders. The use of knowledge, creativity, experience and dedication of the staff aims to be the best representative of the insurance industry in the Republic of Kosovo. Furthermore, SCARDIAN Sigurime intentions are to actively participate in the improvement of the market and increase the customers’ confidence level in the insurance industry in Kosovo, by providing the highest European standards in protecting the interests of the insured based on the implementation of laws and regulations of the Central Bank of the Republic of Kosovo. SCARDIAN Sigurime is a pioneer when it comes to software solutions as they are one of the first company to establish online sales of many insurance products. The portfolio of the company is divided almost 50/50 for voluntary and obligatory products and offers solutions for every kind of insurance requested in the market. One of the missions of SCARDIAN Sigurime is to provide innovative Insurance products and quality services to the clients. SCARDIAN Sigurime is a company with integrity where mutual respect and group work will not only remain in words. SCARDIAN Sigurime was awarded as “The Best Insurance Company in Kosovo 2019” and “The Best Insurance Company in Kosovo 2021” (FCE Magazine). SCARDIAN Sigurime has also accepted the awards “Taxpayer of the Year 2017” and “Taxpayer of the Year 2022” from Kosoco Chamber of Commerce. SCARDIAN Sigurime is 100% owned by local capital. +383 38 777 444 ; +383 49 777 444 Finance Monthly Insurance Awards 2022 Kosovo 45

Group CEO of Baloise Group GENERAL INSURANCE ADVISOR OF THE YEAR Gert DeWinter Finance Monthly Insurance Awards 2022 Switzerland 46

About Gert De Winter Gert De Winter (1966, Belgium, MSc) studied applied economics at the University of Antwerp. From 1988 to 2004, he performed various roles at Accenture in Brussels for issues relating to IT and business transformation management in the financial sector. He was made a partner at the firm in the year 2000. In 2005, he joined the Baloise Group as Chief Information Officer and Head of HR of the Mercator insurance company in Belgium. From 2009 to 2015, Gert De Winter was Chief Executive Officer of Baloise Insurance, which was formed in 2011 from the merger of the three insurance companies Mercator, Nateus and Avéro. Gert De Winter has been Group CEO since January 2016. He is a member of the Management Board of the Basel Chamber of Commerce and the Swiss-American Chamber of Commerce. About Baloise Group The Basler Versicherungs-Gesellschaft gegen Feuerschaden (Baloise Insurance Company for Fire Damage) is founded in 1863. Today, it is known as the Baloise Group and operates in four countries under the umbrella of Baloise Holding Ltd. We are more than a traditional insurance company. The focus of our business activities is on the changing security and service needs of society in the digital age. The focus is firmly on the future at Baloise. We aim to make tomorrow more straightforward, safer and more carefree for our customers, and we are taking responsibility for this today. Baloise is more than just a traditional insurance company. Through our smart finance and insurance solutions, complemented by a whole host of innovative offerings for the home and personal transport, we offer a complete service package. Finance Monthly Insurance Awards 2022 Switzerland 47

INSURANCE LEADER OF THE YEAR About Tysers Tysers began in the City of London during 1820, originating in the marine trade of the developing world, assisting governments with state-owned insurance programmes. Originally a family firm, Tysers later became a private partnership before finally incorporating in 2001. Our company may have evolved but our family ethos and client focus have remained the same, with a combination of entrepreneurialism and principled business practice that sets us apart. We have withstood the test of time in the insurance industry because client satisfaction is paramount to us, and our exceptional business retention rates are testament to this. We continue to provide forward-thinking, nimble, wholesale and direct-to-client, solutions. 48 Finance Monthly Insurance Awards 2022 United Kingdom Email: Tel: 44 20 3037 8000 CEO of Tysers Clive Buesnel

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