Our Core Belief

We believe that good business practices should always be rewarded.
Within the world of insurance, we believe that responsible
property owners & managers should be rewarded with lower rates.

About Us

We’re four partners with varied backgrounds that share a common passion for creating and managing niche programs for well-maintained properties. We’ve succeeded at simplifying the process for retail agents to access the E&S market for their responsible clients’ properties.

Since we only accept well-maintained properties with favorable loss-runs, we are able to negotiate pre-set below-market rates along with superior coverages with all our carriers (which, by the way, are A rated or better). We are therefore able to provide our retail agents with: instant online quotes, below market rates, and superior coverages.

The most common question we get is regarding our name, “Amalga-who?” To which we respond, “that’s right, Amalgamated” which is pronounced a•mal•ga•mat•ed and means “united to form one organization” which is exactly what we do as niche program administrators.

How We Got Here

The formation of Amalgamated in 2015 was a natural progression for us, stemming from the confluence of our collective experiences & expertise:

  • Retail P&C Insurance – our four principals own and manage Hartselle Insurance Agency, a 20-person property and casualty insurance agency located in Seminole, FL.
  • Real Estate Management – one of our principals is the managing partner of Broad Management Group, which manages over 8,000 residential units throughout the US.
  • Loss Control Management – our four principals own and manage Amalgamated Loss Control Management, which provides loss-control management services to over 50,000 units/rooms across the US.
The amalgamation of these skill sets propelled us to launch Amalgamated.

Our Partners

Brian is a Wall Street veteran, having spent over 25-years in the global financial markets sector. For much of his career, Brian held the position of Managing Director of Global Finance at UBS, where he established the global repo and money market business segment. After his tenure at UBS, Brian served as CEO of Helix Financial Systems (a subsidiary of Cantor Fitzgerald & Co.) a leading provider of financial software systems. Brian now brings his astute and decisive leadership and team building skills to the partnership at Amalgamated.

Ben has been a property and casualty insurance veteran for the past three decades. In the earlier past of this century, Ben was instrumental in the establishment of Empire Insurance Holdings which acquired, owned and operated a conglomerate of independent insurance agencies along the East Coast. During Ben's tenure, Empire achieved consistently strong bottom line results by implementing efficiencies, effective management, and enhanced carrier relationships. Ben most recently brought his insurance acumen to the partnership at Amalgamated.

Mervyn Klein has built a career on goal-oriented entrepreneurship and financially responsible business models. His first venture saw the founding of the Read Group in the 1980's, where he focused on the redevelopment of large-scale industrial spaces. Most recently, Mervyn founded Broad Management Group, which currently manages over 8,000 residential units throughout the US. With equal measures of innovative platforming and effective operational structuring, Mervyn has prepared Amalgamated to successfully achieve its measured growth goals.

Daniel began his entrepreneurial career in his freshman year of high school. As a young 14 year old, Daniel's initial venture was Credit Line, a company that helped consumers repair their credit ratings and get started with new lines of credit. Since then, Daniel has spent the past three decades creating and managing varying businesses – primarily in the real estate and financial services industries. Daniel most recently brought his entrepreneurial drive to the partnership at Amalgamated.

Where We're Headed

When we originally chose a name for our parent company, we chose Broad Insurance Group ("BIG") because our intentions were, and continue to be "broad". True to our name, it is our intention to "broaden" our horizons by going beyond habitational, hospitality, and healthcare – one step at a time.

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