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CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
Placing small E&S risks shouldnt be hard. Pathpoint was built to make it faster and easier for retail agents to get great E&S coverage options. Quote and bind coverage for your small business clients online with one streamlined submission. Receive multiple bindable quotes for your clients in minutes, not days.
Berkley Program Specialists is a leading insurance operation dedicated exclusively to program business. We provide access to national admitted and non-admitted A+ XV insurance carriers, program management expertise, and reinsurance support when required to program administrators in the U.S. We are a casualty driven company, although we have the ability to offer ancillary property and automobile products as well. Our Mission Berkley Program Specialists goal is to be the preferred insurance operation for program administrators who are experts in the industries they serve and are looking for a stable, secure, and proven company to support and help grow their casualty-driven homogeneous niche program with annual GWP of at least $5 million. Business We Seek Our preferred client is a highly respected program administrator or insurance specialist who possesses the ability to quote, underwrite, rate, bind and issue policies within a homogeneous industry field. They should have a strong sense of integrity, significant expertise in their chosen industries, a differentiated value proposition, and a solid distribution system. Our preferred program opportunities consist of annual premiums in excess of $5 million, complete with strong, documented premium and loss histories.
DESTINATION DEVELOPMENT Understanding what exists in your destination is important. Knowledge of your cannabis and hemp-related assets directly informs the strategy and program architecture. I engage and educate stakeholders, assess the destination, and develop a bespoke cannabis travel strategy and program that fosters long term success. The strategy may or may not include B2C product development i.e. trail, passport, newsletter. DESTINATION MARKETING The data shows that the cannabis-motivated active leisure travel audience is a high value audience that stays longer and spends more while in a destination. Through a dedicated cannabis travel program, I work with stakeholders to facilitate a steady flow of cannabis and hemp-related content that elevates the cannabis experience story in a sophisticated and brand aligned way. I advise DMOs on B2B and B2C content and marketing strategies. HOTEL SOLUTIONS Hotels are the heart of the travel ecosystem of a destination. Hotels greatly influence the overall experience for visitors. With a focus on guest experience, room nights, and turn-key incremental revenue opportunities, I help hotels understand, prepare for, and serve the cannabis and hemp CBD-interested hotel guest. Solutions include hospitality education, frontline staff support, and revenue generating opportunities in lobby, spa, and in-room.