Special Section sponsored by

PROGRAM ADMINISTRATOR

Casualty & Surety, Inc.

Casualty & Surety, Inc. (CSI), formed in October 1999, is an independent wholesale brokerage firm headquartered in Birmingham, Alabama. CSI provides program administration, managing general agency and wholesale brokerage services to both retail and wholesale agency clients nationwide. CSI operates in a wide variety of areas such as mining, senior health services, commercial auto/trucking, bonds of all types, construction, pollution, medical malpractice, products liability, property, contract binding, umbrella, and inland marine. CSI is presently representing 44 different carriers in the property/casualty business market and has currently contracted over 3,000 retail agents.

While relatively young in years, CSI’s leadership has multiple decades of insurance experience. President Jim Godfrey began his career in 1977 at an agency specializing in mining and has written mining business ever since. Joining him as key strategists at CSI are Rob Roberts and Lamar Andrews, both executive vice presidents, and Greg Roberson as chief financial officer. Add to this a very competent support staff and it is easy to see why CSI is well known and widely recognized within the property/casualty and professional liability fields.

CSI continually nurtures three distinct proficiencies. The first is underwriting, where profits from this endeavor are critical to sustaining long-term relationships with insurance and reinsurance partners, which in turn enables CSI to attract and maintain superior clientele and employees for extensive periods of time. The second is marketing, where the alignment of resources with insurance buyers’ decision making criteria is a continuing process that draws clients to CSI by focusing on innovative products at the right price. The third is service, where providing superior service to clients allows CSI to gain acceptance in the excess and surplus lines marketplace.

“These concepts are the core of our company philosophy,” said Godfrey. “We are well aware of the challenges that confront a wholesale brokerage firm like ourselves. And with the unpredictability of the standard markets, we are constantly looking to improve our position in the specialized program field. Our national mining program is very solid, and we have recently developed a comprehensive senior health services program with PL and GL as well as property and WC coverages that we feel will successfully address the unique needs of this industry group.”

Godfrey continues, “But in the end, maintaining strong relationships is the key to mutual success. To insure this we strive on a daily basis to properly service our agents. And by adding the newest technologies available to us, we can address the timely solutions that are such a critical element in our industry—and if we don’t somebody else will.”

As one of the founding members of Target Markets, CSI recognizes the importance of the networking opportunities that the association delivers to program managers.

Says Roberts, “ I have seen first hand what the significance of being a member since its inception has meant to our growth at CSI. We remain committed because we believe it is an organization dedicated to the success of program business.”

In summary, at Casualty & Surety, our ability to form effective partnerships with our clients, other industry professionals, and the carriers underwriting the risk is our most significant advantage. These elements will allow CSI to show controlled growth in the coming future.

For more information, contact CSI headquarters in Birmingham, Alabama, at (205) 995-0713.