Fish Tales Vol. 1 2024

Page 1


Fish Tales Fish Tales

VOL 1 - 2024

The biannual company newsletter of Bass Underwriters. With 17 growing locations nationwide, a lot can happen in six months! Keep up with the happenings of our vibrant employees.

The Executives a note from

Did you know that Bass Underwriters was incorporated on August 10, 1994?

This August marks 30 years since our incorporation. While we may not have opened our doors that day, it is certainly when our journey began. Over the past three decades, Bass has laid the groundwork to ensure a solid foundation for today and our future. We've come a long way since those early days at 1067 Shotgun Road. Today, we are nearly 600 employees strong, spread across 17 locations, writing business for 300 markets—and we’re not stopping here!

The Excess and Surplus Lines Industry is on the rise. It has enjoyed double-digit growth for the past five consecutive years, peaking at 32.3% in 2021. The continued shift away from admitted business has driven sustained growth in the E&S sector, with $86.5 billion in E&S premiums written in 2023 alone. Factors such as the legal climate, lack of capacity in reinsurance, the cost of capital, and the overall growing complexity of risks have contributed to this shift. Looking ahead, analysts are forecasting that the E&S industry is expected to continue on this upward trajectory with a compound annual growth rate of 15% in the coming years. Our infrastructure, market breadth, and ability to adapt and innovate have positioned us to not only participate but lead in this exciting journey.

As we pass the midpoint of the year, we are pleased to report that we closed Q2 with $395 million in Net Written Premium year-to-date, representing a significant 26% increase compared to the previous year. We are well on our way to recording an $800 million year! If we can maintain this pace throughout 2025, we will be a $1 billion company by Q4 of 2025, a milestone we look forward to celebrating. These achievements are a direct result of the hard work and dedication of our extraordinary staff, and for that, we extend our sincerest gratitude. It is your passion and dedication that continue to drive our success, and we are honored to have each and every one of you as part of our team.

As I approach my 20th year at Bass, it has been amazing to witness each of your contributions propel this incredible organization to unprecedented heights. On behalf of the executive team, thank you for helping us create these results and great memories along the way. You have been instrumental in shaping the success story of Bass. The future is bright!

-Jennifer Sanes

Just In DesignationsWho's New to Bass

1/1/24 - 6/30/24

Timothy Flay

Brad Banister

Blerina Berisha

Jessica Alvarez

Yulaykis Rosas

Kifra Oziri

Maria Aguilera

Lucia Jimenez

Sean Donahoe

Kaylie Bordeaux

Samuel Midden

Kristine Toledo

Patricia Wasserman

Karen Kuefler

Alexander Mazzei

Thaddeus Grzeszkowiak

Cassandra Fields

Anthony Manna

Luke Sanchez

Stephanie Drouet

Christian Longhta

Cross Corinti

Tanner Boley

Joseph Galang

Blake Cover

James Durda

Mark Reyes Gainesville, FL

Dylan Bosse

Justin Holtz Orlando, FL

Marko Salazar

Cody MacDonald-Rawson

Matthew Snage Atlanta, GA

Nicholas Denfeld

Peyton Ponder

Jake Schantz

Encino, CA

Sebastian Koran

Houston, TX

Regan Richert

Emmett Kulick

Mishael Villalvazo

Las Vegas, NV

Nickolas Lomonaco

Ramon Fierro

Sacramento, CA

Adan Martinez

Alec Werhane

Anthony Anderson

Antonio Ralph

Angel Arteaga

John Sharkey

Brady Phillips

Jacob Harris

Portland, OR

Grant Cutler

Long Island, NY

Vincent Caputo

Jordan Fertig

Pittsburgh, PA

Timothy Williams

Daniel Timko

Austin, TX

Aaron Castro

Promotions

1/1/24 - 6/30/24

Underwriting

Daniel Rogan - Underwriter - Plantation, FL

Christian Gallego - Underwriter - Plantation, FL

Trent Erikson - Underwriter - Plantation, FL

Cori Rascati - Underwriter - Gainesville, FL

Becky Cumbaa - Underwriter - Gainesville, FL

James Willis - Underwriter - Gainesville, FL

William Mason - Underwriter - Orlando, FL

Jonathan Rios - Underwriter - Houston, TX

Montana Parsons - Underwriter - Houston, TX

Hugo Blising - Underwriter - Houston, TX

John Connolly - Underwriter - Long Island, NY

Paul Carter - Underwriter - Sacramento, CA

Bennett Chester - Underwriter - Los Angeles, CA

Jean William Rivera - Underwriter - Las Vegas, NV

Connor Hennebury - Underwriter - Las Vegas, NV

Jackson Redding - Underwriter - Portland, OR

Matthew Dugan - Underwriter - Pittsburg, PA

Eric Abbott - Underwriter - Pittsburg, PA

Austin Phelps - Junior Broker - Plantation, FL

Alvaro Cruz - Junior Broker - Plantation, FL

David Norfleet - Junior Broker - St. Petersburg, FL

Kyle Cassidy - Junior Broker - Atlanta, GA

Jeb Crissman - Junior Broker - Charleston, SC

Daulton Jackson - Junior Broker - Mobile, AL

Ryan Houser - Junior Broker - Pittsburg, PA

Elaine Phelps - Associate Broker II - Plantation, FL

Evan Carpluk - Underwriter Assistant - Plantation, FL

Roselena Hernandez - Underwriter Assistant - Plantation, FL

Daniel Giron - Jr. Underwriter Assistant - Los Angeles, CA

Elayne Parkes - Ops Support Team Lead (Garage/Transportation)Gainesville, FL

Debbie Clein - Senior Operations Manager - Plantation, FL

Carla Quevedo - Ops Support Associate III - Policy Issuance (Team Trainer)Plantation, FL

Jennifer Leath - Operations Specialist - Plantation, FL

LaToya Wilson - Assistant Operations Manager - Plantation, FL

Marina Boligan - Ops Support Associate - Binders - Plantation, FL

Katrina Gray - Ops Support Supervisor - Binders & Endorsements - Plantation, FL

Timothy Reyes - Ops Support Associate III - Binders (Team Trainer) - Plantation, FL

Rachael Torres - Operations Specialist - Plantation, FL

Operations Accounting

Simone DuCille - Senior AR Agent Liaison - Plantation, FL

Heather Shepherd - Senior AR Agent Liaison - Plantation, FL

Cheryl Royes - Senior AR Agent Liaison - Plantation, FL

Designations

1/1/24 - 6/30/24

Plantation, FL St. Pete, FL

Gabriel Lopez API

Brad Banister AINS

Sara Hussain AIS

Marsha Segree AINS

Christopher Johnson AINS

Franklin Russell AINS

Zachary Rosen AINS

Joseph Cantlupe AINS

Francisco Barahona AINS

Eval Leal AINS

Alexander Mazzei AINS

Shaye Soto AINS

Alexandre Clayton AINS

Nicholas Blakely AINS

Orlando, FL

Elijah Jordan AINS

Mason Grathwohl AINS

Cody MacDonaldRawson AINS

Brett Petruzzelli AINS

Maxwell Olson AINS

Marko Salazar AINS

Haddon Schlarbaum AINS

Peyton Purdy AINS

Corey Riddle AINS

John Nicholson CPCU

Austin Blais AINS

Joseph Galang AINS

Charleston, SC

Alex Walts AINS

Michael Mans AINS

Conor McCabe AINS

Alex Walts AINS

Houston, TX

Montana Parsons AINS

Lindsey Cox AINS

Aaron Castro AINS

Austin, TX

Jared Herrick AINS

Atlanta, GA

Jared Herrick AINS

Gainesville, FL

Kevin Dionne CPCU

Vasili Courialis AINS

Donald Morrow AINS

Mobile, AL

Daulton Jackson AINS

Long Island, NY

John Connolly AINS

Sacramento, CA

Adan Martinez AINS

Pittsburgh, PA

Jacob Steinmetz AINS

Portland, OR

Jackson Redding AINS

Bass Anniversaries

1/1/24 - 6/30/24

Matthew Achenbach

Jason Clark

Pamela Falcione

IIeana Mendez

115 15 5

YEARS YEARS YEARS

20 20 20

YEARS YEARS YEARS

Amber Simmons

Aaron McNulty

Janet Revell

Drew Bittorf

Raisa Lyons

Todd McGough

Allyson Whitney-Caputo

110 10 0

YEARS YEARS YEARS

5 5 5

YEARS YEARS YEARS

Peter Adkins

Rene Alvarado

Rosemarie Ambrosio

Kevin Baca

Nicholas Blakely

Marina Boligan

Anna Browning

Daniella Calvo-Torres

Michael Caradulis

Alexandre Clayton

Adam Courtney

Makenzie Davis

Emileysha Diaz

Jannai Doyle

Crisitian Gil

Daniel Graham

Ashley Gravell

Kimberly Hernandez

Jaime Johnson

Elijah Jordan

Tammy Karafa

Tyler Knierim

Peter Castro

Kelly Celidonia

Henry Contich

Cassandra Delimon

Terence Ferguson

Drake Futch

Ashleigh Gavaletz

Daniel Gomez

Kaitlin Lecourt

Alexandros Makris

Samuel Martinez

Patricia Mejia

Anthony Navarro

Andrea Oken

Cole Parkerson

Montana Parsons

Heather Pope

Christina Rees

Timothy Reyes

Corey Riddle

Haddon Schlarbaum

Alejandro Seard

Cooper Sears

Jeremy Smith

Melissa Torres

Raymond Valdivia

Erik Wade

Hannah West

Chris Wheeler-Sabatino

Jackson Scott

Mary Shoaf

Austin Smith

Jim Tran

Hannah Yates

Joshua Lackey

Jonathan Lye

Bass Blessings Babies

David Naranjo welcomed baby Zara on 1/23/24
Peter Malasavanh welcomed baby Violet on 3/20/24
Chris Ueding welcomed baby Brooks on 6/25/24
Joe Nelsen welcomed baby Owen on 7/6/24
James Ezelle welcomed twin babies Elizabeth Anne and Mary Catherine on 1/18/24
Mary Zinn welcomed baby Caden on 4/21/24
William Bender welcomed baby Rowan

Bass Blessings Brides & Grooms

Morgan Harris (FTL) got engaged in Madrid, Spain
Juan Garcia (FTL) got engaged to his fiancé and they purchased their first home together
Maria Nieto (FTL) got engaged in Peru
Chris Kicas (NYLI) with his fiancé at her bridal shower
Lucas Prado (HOU) got married on March 2nd
Dylan Bosse (GAI) got engaged to his fiancé

Bass Happenings Conventions

Alexandros Makris and John Connolly at the MetroRap convention in New York
Noah Taylor, Kevin Dionne, Jamie Willis, Becky Cumbaa, Janelle Mack, and Ryan Licata at FAIA in Orlando
Billie Moss, Hugo Bilsing, and Jeremy Green at the Houston Insurance Day
Peter Malasavanh, William Bender, and Devon Lewis at the Louisiana’s PIA convention

Bass Happenings Career Fairs

Jimmy Phelps and Natalie Raymond at the ULM career fair
Brady Rook Branch Bobb Sta
Michael Solis, Peyton Purdy, and Jimmy Phelps at the FSU career fair

Bass Happenings Corporate Race

Andrell Huertas, Andrea Oken, Alena Platonova, Cari Berry, Viviana Figueroa, Heidy Rodriguez, Crystal Barreto, Melonie Niels, Brandi Ross, Carla Quevedo, Toni Scott, Jazmine Green, Jennifer Leath, Arben Duriqi, John Blanchett, Shaye Soto, Brad Banister, Noah Taylor, Sayonara Brenes, Pamela Barwa, Carolina Seville, Joseph Cantlupe, Cristian Gil, Roselena Hernandez, Blerina Berisha, Sisi Amanuel, Pollyana Alfonso, Kristie Taylor, Maria Nieto, Camila Palaco, and Jordan Alvaranga

Bass Happenings Valentine’s Day

The Plantation office enjoying their valentine’s candy bags

Maxwell Ekleberry and Zach Rosen
Hortence Malbons, Shaye Soto, Roselena Hernandez, and Waed Azzeh
Chris Bilello, Joseph Cantlupe, and Alexandre Clayton

St. Patrick’s Day

Bass Happenings

Long Island Office: Karman Dhillon, Frank Zazzarino, Greg Long, Michael Wojcicki, Adam Kicas, Grace Butler, Michael Logrieco, John Connolly, Vincent Caputo, Thomas Monahan, James Fox, Nicholas Natale, Tommy Schildknecht, David Dragotti, Alexandros Makris, Chris Kicas, Dylan Black and Scott Nicolosi

The St. Petersburg office celebrating St. Patrick’s Day

Bass Happenings

Charleston office: Tyler Fuchs, Jeb Crissman, Dylan Harris, Tyler Brown, and Steve Jolley
Plantation office: Henry Lamberti, Blerina Berisha, Christopher Johnson, Pamela Barwa, and Kifra Oziri

Bass Happenings

The St. Petersburg office celebrating 4th of July

Camila Palaco, Miguel Villanueva and the Plantation team enjoying the food trucks

Bass Happenings

The Plantation office celebrating the Florida Panthers
Billie Moss at the Astros game with Beazley
The Orlando office celebrating NHL hockey

Bass Happenings Busy Bass

Reid Schmidt meeting with some of the Plantation Underwriter Assistant team
Charles Wojtczak, Michael Caradulis, Maxwell Ekleberry, Austin Phelps, Gianluca Martinello and Ryan Licata at the underwriting bowling event
Noah Taylor, Gabriel Trent, Andres Barrantes, and Ian Leggett at the cornhole tournament

Nick Sumbles, Chris Bilello, Michael Glick, Andres Barrantes, Milan Stefanovic, Michael Monroy, Jimmy Phelps, and Jake Jackson at the crown retreat

The 2024 leadership retreat

The Atlanta office celebrating Darrell Riveiro’s birthday with Milan Stefanovic

Bass Happenings

Kris Hines, Jordan Alvaranga, Aleks Clark, Andres Barrantes, Michael Glick, and Sara Hussain at Top Golf with IFG
Ashleigh Turner, Craig Perloff, and Staurt Williams, Kevin Chapman, Graham Kilby from Bishopsgate
Haddon Schlarbaum, Hayley Orr, Evan Wright, Peyton Purdy, and Charlie Hoffman at Top Golf
Chris Walkerow, Nicole Maxwell, Jared Herrick, Aaron Castro, and Emilio DeSilva at the Austin FC game
Makenzie Davis, Shelby Way, Austin Shufflebarger, Adam Courtney, John Sharkey, Paul Evans, Kathryn Kilpatrick, and Candace Reyes doing a murder mystery team building
Marko Salazar and Hunter Heath, the Orlando team golf tournament winners

Bass Happenings

Orlando Office: Marko Sakazar, Cody Rawson, Michael Guzman, Elijah Jordan, Kayla Jordan, Landon Higginbotham, Cort Graham, Brett Petruzzelli, and Maria Cross celebrating Elijah’s baby shower
Reid Schmidt and Reid Schmidt Jr

Bass Happenings Fun on the Green

Milan Stefanovic and James Gainey with the leadership speaker, Vince Papale
Jesse Fenton, Philip Rizzuti, Michael Monroy, and Victor Moreno at Big I Day
James Gainey, Kevin Cullinan, Chase Jackson, Alex Buck, Eric Huntley, Milan Stefanovic, Ed Jackson, and Dominic Monda at the golf outing leadership retreat

Bass Happenings Savoring Success

Arizona Office: Hayden Miller, Tom Sweigart from Ategrity, Lacy Fridley, and Austin Schafer at happy hour
Magda Kita, Debbie Rascati, Milan Stefanovic, Rachelle Garcia, Stephen Karafa, and Cari Berry having dinner with Tower Hill Insurance Group
Ed Jackson, Milan Stefanovic, Kris Hines, Rolando Rodriguez , Chris Bilello, and Jeffrey Daddario having dinner with RLI
The St. Petersburg office at happy hour with Westchester
Natalie Raymond and Debbie Rascati having dinner in Gainesville
Stephen Karafa, Allison Wilson, and Debbie Rascati with Kim Futch from Cornerstone Insurance
The St. Petersburg office having l h ith Pl t id A P l
The St Petersburg office at happy hour with MAMI

In The Community Bass Gives

In The Community Charity

Melanie, Jillian Barnes wife, Shane Mihok, Drake Futch, Billy Smith and Alex Buck at Brittany's Hope for Huntington's Charity Golf Tournament
Shessy Moreno, Victor Moreno, Aleks Clark, and Jason Clark at the 4Kids Banquet Fundraiser
Natalie Raymond, Viviana Figueroa, Stephanie Fleitas, Shelby Newman, and Shessy Moreno at the 4Kids Galentines fundraiser

The Chronicles of Bill Turgeon

Bill Turgeon, Jason Clark, Austin Phelps, and Jimmy Phelps at a Florida Panthers Game
Bill Turgeon and Milan Stefanovic make a pit stop at the famous Buc-ee’s on their way to the Mobile office
Bill Turgeon, Stephen Shea, James Gainey, Dominic Monda, and Chris Kicas
Bill Turgeon and Jordan Fenton, our Bass Pickleball Tournament champions
Bill Turgeon, Todd McGough, Matt Forchette, Stephen Shea, Chris Kicas, Magda Kita, and Chase Jackson
Bill Turgeon and the Orlando Office
Bill Turgeon and the Encino Office
Bill Turgeon, Eric Huntley, Adam Wilson and their families

Insurance Technologies

Brandi Ross, Aden Katz, Jonny Lye, Allison Perera, and Matthew Morrall at a happy hour event
Pollyana Alfonso, Yordano Martell, Krystal Wallace, Jesse Peinado, Vladimir Martell, Martino Benjamin, Porfirio Bonet, Daniel Gomez, Carlos Gonzalez, Ruben Padron, Jake Jackson, Pierce Gainey, Grant Walker, and Aaron Jerez at K1 indoor kart racing
Kart Racing Winners: Jake Jackson, Pierce Gainey, and Yordano Martell

What's Next Upcoming Events

August

8-2 National Chocolate Chip Cookie Day

8-5 FSLA 2024 Annual Convention

8-5 - 8-19 Open Enrollment

8-8 YA Conference Savannah GA

8-12 YRP Birmingham Golf Tournament

8-21 LAAIA Annual Convention

September

*9-2 Labor Day

9-20 Fishing for Dreams Tournament 9-22 - 9-25 WSIA in San Diego

October

10-2 UGA RMI Fall Career Fair

10-8 Sacramento I Day

10-9 FSU RMI Career Fair

10-10 PAIA Big I Day Golf Tournament

10-13 IIABSC Annual Convention

10-14 Big I Day El Paso

10-15 Big I Day El Paso Golf Tournament

10-31 Halloween

November

*11-28 Thanksgiving Day

*11-29 Day After Thanksgiving

December

12-13 Corporate Branch Christmas Party

*12-24 Christmas Eve

*12-25 Christmas Day

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