Linking the pieces together for you

Transcription

1 Linking the pieces together for you The PROLINK Insurance Group Inc Annual Report National Strength. Local Service.

2 About Us The PROLINK Insurance Group is a diversified insurance and financial service partnership committed to business excellence and superior relationship-based client service. The PROLINK Group delivers its services through seven independently owned and operated insurance brokerages reaching all across Canada, whether it be for individual insurance coverage or one of our many national programs. From coast to coast, large or small, we can help you with all of your insurance and financial needs. Our Results: The PROLINK Insurance Group Inc. Property and Casualty Insurance Written Insurance Premiums $230,665,000 $110,328,000 Financial Services Mutual & Segregated Fund Assets $401,234,000 $275,000,000 Individual Life, Disability, Critical Illness $7,550,000 $6,950,000 Employee Group Benefits Programs $30,480,000 $29,793,000 Corporate Administration Number of locations including branches in Canada 10 9 Number of Brokers & Professional Staff Contracted Insurance Companies Rank by largest premium in Canada Prolink Insurance Group Inc. Revenue Breakdown

3 Successful Strategy Building Client Relationships The PROLINK Group partnership enables each individually owned and operated insurance brokerage to serve customers nation wide offering individual insurance coverage and a wide variety of national insurance programs. PROLINK is proud of the business relationships that have been established with all of the largest and most reputable insurers across Canada and the world. Such industry leaders include ING, Aviva, Lombard, and Lloyds of London. As part of the independent brokerage system, we are not limited to the products or services of any one insurance company. Therefore, through the PROLINK Group partnership each of our individual brokerages is able to provide highly competitive prices and choices for our customers. Our Advantages Benefits of Scale: As a result of our nation wide partnership we are able to take full advantage of the economies of scale presented by the insurers and offer these benefits to our clients. Decentralized Approach: Our independent regional offices successfully meet any specialty needs our clients require. Using this approach recognizes our national strengths in the industry while providing a highly effective local service for our clients. Committed and Experienced Management: The PROLINK Group is operated by senior management and staff with over 25 years of experience and we are committed to continuing education and training for every staff member across the organization. Multiple Products and Programs from Directors and Officers through to Fleet Automobile Specialty Insurance Programs: Construction and Crane Manufacturing, Metal Working Heating & Air Conditioning Information Technology Mechanical Repair Garages Glass Installers Contract Towing Operations Associations: Non Profits/Charities Financial Products and Services: Critical Illness Employee Benefits Life Insurance Retirement and Education Plans Risk Management Disability and Health & Dental Mutual and Segregated Funds Travel & Health Insurance Business Liability

4 Shareholders including Subsidiaries and Affiliates Building Client Relationships Curtis Insurance Limited, Curtis Insurance Limited, founded in 1943, is dedicated to maintaining a leadership position in providing quality insurance and financial services products to businesses and individuals. John Boynton joined the agency in 1983 as an account executive and became CEO in 1990.Through a series of key acquisitions including Innovative Financial Partners Ltd. and continued commitment to his staff, John has grown the business to a team of forty employees with four nationally recognized insurance programs. Our expertise has allowed us to create and implement key industry programs of the highest standard. Successful examples include: Mobile Crane and Contractors Equipment, Mechanical Garage Repair and Contract Towing Operations, Heat and Air Conditioning Contractors, and Auto Parts. Through a staff of highly trained people, we provide residential, commercial, life insurance and financial products to Ontario residents with the utmost integrity and incomparable service. We, at Curtis, invite and welcome you to share this experience with us. Jones DesLauriers and Firman Insurance Brokers, Toronto Established in 1952, Jones DesLauriers & Firman Insurance Brokers offers 50 years of proven experience in the general insurance and financial services field. We strive to be the broker of choice for quality conscious insurance buyers who appreciate thoroughly planned, cost effective strategies to risk management. As a member of the independent brokerage system, we are not limited to the products or services of any one insurance company. Instead, our clients benefit from our ability to choose from the most reputable and competitive insurers in the market, offering distinctive advantages. Our team of professionals will design a program that's right for you. We, at Jones DesLauriers & Firman, believe that meeting your expectations is not good enough, exceeding them, however, is! HDF Insurance & Financial Group, Edmonton HDF Insurance and Financial Group is a full service, insurance, investment and financial planning brokerage firm. Based in Edmonton, Alberta our customer base spreads to other Canadian locations and beyond. Regardless of your location, our premier services are available for you. Howard Douglas was the great grandfather of David Douglas, one of the partners at Howard, Douglas & Farnell Insurance Services Ltd. (a.k.a. HDF Insurance & Financial Group). When Howard Agencies and G.G. Farnell Insurance merged in 1998, the partners decided to maintain Howard's namesake as a reminder of the dedication and spirit that are often required to build something worthwhile. Our company is totally committed to dealing with our clients insurance and financial planning requirements in a courteous and professional manner, and assure you that your protection is our prime concern. We at HDF are very proud of our professional approach to problem solving and invite you to contact us.

5 LMS PROLINK Ltd., Toronto LMS PROLINK Ltd. has been serving the Insurance and Financial Planning needs of individuals, families and business since As founding member of The PROLINK Insurance Group Inc., we employ over 50 Professional and support staff and are consistently ranked as one of the top privately owned brokers in Canada. From our beginning in 1982 as Leue McCabe Stevenson Ltd., we have enjoyed a steady growth over the years and have become recognized as one of the leading brokerages in the area. We have contracts with over 25 Property and Casualty Insurance Companies and many life insurance companies; assuring our clients all the choice in the world. By providing outstanding service and assistance to our customers, we have established a base of customer referrals as a major source of business. Our insurance companies also recognize that we perform for them beyond just selling insurance. This reputation has distinguished our brokerage as a top performer with our clients and companies. LMS PROLINK Ltd. takes pride in caring for its customers, insurance companies and fellow employees. We are proud to welcome you as part of our family. Belmont Financial Group, Dartmouth Belmont Financial Group has been in business for 30 years in the east coast of Canada and stands by the notion that all of our clients should be treated like family. We at Belmont Financial Group can offer you insurance options that are second to none in the industry. We provide all of our clients with the best service and integrity a financial insurance institution will offer. Our aim is to deal with our clients interests as if they were our own and to assist them in their goals of securing the best protection and value according to their individual needs. Cluett Insurance Brokers Inc., Dartmouth In 1974 Roy W. Cluett created Cluett Insurance Brokers Inc., with commitment to being the One Stop Shop for all your Insurance and Financial needs through its product selection and customer service excellence. It is with persistence, experience and an understanding of what his clients want that Cluett Insurance has become what it is today. Roy has since become one of the largest Brokerages in Nova Scotia servicing thousands of clients in throughout the Maritimes. Roy continues to expand his business and his expectations for what his clients deserve, as without them there would be no dream to begin with. As a team, Cluett Insurance Brokers Inc. strives to be able to provide its clients with convenience, as well as the opportunity to plan ahead to protect their futures through a wide variety of dependable and hardworking companies. MacCoy Insurance Brokers Limited, Sydney MacCoy Insurance Brokers Limited is a full service insurance brokerage firm established in May of 1945 by W. Ritchie MacCoy, MBE. MacCoy Insurance Brokers provide all lines of general insurance and life products (MacCoy Life Insurance Limited) and services to its clients throughout Cape Breton, mainland Nova Scotia and New Brunswick. The firm is one of the largest commercial lines brokerages on Cape Breton Island. The purpose of MacCoy Insurance is to be preeminent in the insurance brokerage and financial service industry. This status will be achieved by providing clients with a broad range of products and services that best meet their insurance protection and financial planning needs. Products and services will be provided at competitive prices consistent with the highest level of service and sound underwriting criteria. We will set and consistently maintain the highest possible standards for excellence in professionalism, innovation, reputation and customer service to achieve this goal.

6 Top 15 Contracted Insurance Companies: Aviva Dominion Of Canada Lombard Canada Chubb Economical Pilot Citadel GCAN Royal CNA ING Canada St. Paul Travellers Creechurch Int l Lloyds of London Zurich PROLINK Partners: Joseph McCabe Bob Jones, John Boynton, Rick DesLauriers

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8 Contact Info: Western Canada HDF Insurance & Financial Group th Street, EDMONTON AB T5J 3L7 Tel Fax Toll Free Toll Free Fax: Central Canada LMS PROLINK Ltd University Avenue, TORONTO ON M5G 1V2 Tel Fax Toll Free NO DOUBT / info@lms.ca Curtis Insurance & Innovative Financial Partners Ltd The Donway West, TORONTO ON M3C 2E9 Tel Fax Toll Free Maritimes Belmont Financial Group 3 Ralston Avenue, DARTMOUTH NS B3B 1H5 Tel Fax Toll Free rdickie@belmontfinancial.com byoung@belmontfinancial.com Cluett Insurance Brokers 629 Windmill Road DARTMOUTH NS B3B 1B6 Tel Fax Toll Free MacCoy Insurance Brokers Limited P.O. Box 1505, 140 Pitt St, SYDNEY NS B1P 6R7 Tel Fax Toll Free maccoy@ns.sympatico.ca 4. Jones DesLauriers & Firman Insurance Brokers Ltd. Jones DesLauriers & Reynolds Financial Services Ltd Dundas St West, TORONTO ON M9B 1B5 Tel Fax Toll Free