ConSur Insurance Brokerage, Inc.
32-64 85TH Street
East Elmhurst N.Y. 11370-2012
Phone: (718) 457-0900 - Fax: (718)457-0983
Email: Hugo Portella
INTRODUCTION
Having accumulated 20 years of experience in large mainframe computers in a major
corporation and with the advent of personal computers, then called home or micro
computers, Hugo Portella founded in 1986 ConSur Corporation, with the vision of an
innovative fully computerized company, as a basis for a real high quality customer service.
ConSur promptly became a prominent insurance firm in the Queens area.
Since its inception, the company has experienced a stable expansion to its present volume
of $5,500,000 , one of the largest insurance brokerage in the Metropolitan New York
area. In anticipation of this steady growth, ConSur had always focused in its computer
technology, acquiring eventually an unrivaled expertise in this arena.
In order to support the future expansion, ConSur purchased on 1995 the three story
building at its current location. ConSur operations occupy one-third of the commercial
space.
ConSur also acquired a Private Service Bureau, which has an approval pending from DMV
to become private Partner, via a System Integrator.
A significant aspect of the company growth strategy has been a real high quality service
preceding a significant advertisement budget.
Management is currently implementing an aggressive plan for expansion of its operations
facilitated by:
- a solid financial position.
- a high technology infrastructure which allows to effectively process large volume increases.
- a highly technical and professional staff.
- "inside" knowledge of a growing and prosperous market.
- an impeccable record and reputation in the industry.
- periodic computerized customer surveys disclosing the weak and strong areas in customer needs and level of satisfaction. These statistical reports play an important role in our proactive approach to maintain our high quality service.
An outline of this aggressive plan is as follows:
| FIRSTLY |
Consummate the oral agreement in the acquisitions of two small but profitable companies.
The first acquisition is a highly computerized accounting firm. The second acquisition
is an insurance brokerage that will augment commercial lines by 300%. |
| SECONDLY |
Increase the number of general agents and wholesalers where ConSur places its
business and effect realignments whenever appropriate.
|
| THIRDLY |
Hire a full time consultant to maximize and enhance placement of rapidly increasing
peripheral accounts, evolved from our niche marketing of specialty risks. A feasibility
study will eventually dictate whether this "additional" book of business will be
incorporated into our operations or appropriately redirected.
|
| FOURTH |
The consultant will also look into future acquisitions and utilize his
"outside" view for in in-depth study of ConSur computer generated statistic reports. |
OPERATIONS PROFILE
STAFF
| Officer and Owner: | Hugo Portella, President |
| Underwriting & Technical Support: | Clemencia Meza, Manager (1986)
Marino Lasprilla, Ass't. Manager (1989)
Alan Ramos (1991)
Denise Brown (1990)
Alex Mason (1996) |
| Computer System Analyst & Programmer: | Mauro Efrain (1989) |
| Claims: | Hector Echeverry (1993) |
| Program Director: | Esperanza Meza (1986) |
SALES VOLUME
| Approximately: | $5,500,000. |
Personal line
(Private car, home, life) | 2,100,000. |
| Commercial Line | 3,400,000. |
| Black Car | 1,600,000 |
| Car Service | 1,600,000. |
| Livery | 100,000. |
| Other | 100,000. |
CARRIER AND AGENTS REPRESENTED
Progressive Ins Co.
Robert Plan Corp.
Adriatic Ins Co.
Fireman's Ins Co.
GA Ins Co.
Lloyd's of London
|
D.C. White Corp.
Morstan Insurance Co.
NYAIP - Assigned Risk
Newark Ins Co.
Colonial Indemnity
|
GENERAL INFORMATION
| Technology: |
State of the art software and hardware with an entirely home grown supporting system.
Windows 95/98/NTx based work stations, Lantastic 8.0 network, Telephony Technology, Web Presence
|
| Errors & Omissions Coverage: |
U. S. Liability Ins Co. |
| Policy: |
AIE1001521 |
| Accountant: |
Portella Associates - See Attached |
| Banking: |
European American Bank |
| Tax Payer ID: |
11-3080474 |
| Broker's License: |
BR 76-8496 |
| Private Service Bureau: |
PSB 273 |
| Surplus License: |
EX-768496 |
|
