The insurance marketplace is evolving, active, and very complicated. This year has seen increased competition and carrier changes, resulting in significant movement in the specialty insurance space. SPG ExecuPro has embraced these challenges, and we have used this time as an opportunity to go back to the basics – using our extensive product capabilities and team expertise to provide superior coverage and support for our agents & insureds. Take a look at one of our recent account wins!
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Multi-line Insurance Program for a Large Investment Advisor
Summary of the account
The retail agent approached the SPG ExecuPro team to market the management and professional liability program of a $6B Registered Investment Adviser, which had historically been handled by another wholesaler. SPG ExecuPro’s Estela Aleksi marketed the program extensively, presented competing options, and was able to provide a double-digit premium decrease from the expiring, while also including multiple meaningful coverage enhancements. The client ultimately opted to move the program to SPG’s recommended primary carrier/quote along with excess capacity for a total of $20M limits.
Lines of Business: Directors and Officers, Professional Liability, Fund Coverage, Employment Practices Liability, Fiduciary Liability, and Crime. Coverage included a $20M tower for D&O/E&O/Fund Coverage/EPL/FID and separate placement for Crime for a Registered Investment Adviser.
Written Premium: $145,000
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A testimonial from the producer on the account
“The SPG team has exceeded my expectations in every way. Beyond simply marketing the risks, they have been true partners in the process — proactively identifying coverage weaknesses, highlighting strengths, flagging potential gaps, suggesting meaningful improvements, and even joining us on client calls when appropriate. I would also be remiss not to mention Estela Aleksi, whose depth of knowledge and experience is truly unmatched and has been invaluable to our team. The level of collaboration and expertise they bring to the table has been a real asset to our clients and our team.
The results speak for themselves: since December 2025, we have placed over 20 policies through SPG at a combined premium of approximately $422,000. That is meaningful production, built on a foundation of great communication and a shared commitment to doing right by our insureds.
I wanted to make sure everyone is aware of just how well this partnership is working. The SPG team has our full appreciation — they have truly earned it, and we look forward to continuing to grow this relationship throughout the year.”
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