History of Union Standard Final by berkleysw

THEHISTORY THEHISTORY OF OF

NORTHWESTERN MUTUAL FIRE ASSOCIATION AGENCY AGREEMENT 1939

IN THE EARLY 1970'S NORTHWESTERN MUTUAL CHANGED THEIR NAME TO UNIGARD INSURANCE GROUP TO ENCOMPASS BOTH THE NATIONAL AND MULTI-LINE CONCEPT OF THEIR BUSINESS.

1901

WRBpurchasesUSICandthe Texas/Oklahomabookofbusiness fromUnigard.UnionStandard InsuranceCompanyisaTexas domiciledinsuranceCompany. HOME OFFICE ADDRESS 8625

PRESIDENT MAURICE GERLEMAN

1975

WRBC STOCK $0.22 PER SHARE

APPORXIMATELY 100 EMPLOYEES

KING GEORGE ROAD

1976 HOME ADDRESS 7900CarpenterFreeway LITTLE ROCK ADDRESS 915NStreet 1979

A+PLUS PROJECT

Mainobjectivetoreplacethe currentinsurancesoftware system(PMS)atwasbeingrun onIMPequipment,A+PLUSwill berunonWANGequipment.

1980

1982

UNION STANDARD INSURANCE COMPANY OF OKLAHOMA, INC. IS CREATED (AN OKLAHOMA DOMICILED COMPANY)

PRESIDENT JAMES O’MALLEY

STANDARD LLOYDS IS FORMED SAN ANTONIO BRANCH IS OPENED UNDER USIC

UNION

1988

1991 PRESIDENT BILL THORNTON Presidentoftheyearthreetimes POLICY ASSEMBLY LOCATION BillBerkleywith BillThornton Perkins,1987 EmploymentStartDatefor: Vickie Littlejohn 1988 EmploymentStartDatefor: Lynn Heitzman 1991 Bret Owens 1990

Hillsboro,TX

FARM PROGRAM STARTED AT USIG

1stpolicywas“agencyissued”in1994by GleanBennetfromSweetwater,Texas

USIGpurchasestheOklahomabookof businessfromEmployersMutual,asthe onlyprofitableportionofthisfailed company.Moreimportantly,theOklahoma EmployeesofEmployersjoinedUSIG,anda newBranchOfficeinOklahomaCitywas created.Thewasanexpansionfromthe existingTulsamarketingoffice.

Attheendof1993andinto1994,

Afterpreviousattemptswerenot successful, USIG OPENED A MARKETING OFFICE IN LUBBOCK, TEXAS AND STARTED WRITING BUSINESS IN WEST TEXAS.

1993

USIG HELPED WRBC OPEN UP A REGIONAL COMPANY IN MISSISSIPPI (GREAT RIVER INSURANCE COMPANY) DavidMcAlexander,Lubbock,TX EmploymentStartDatefor: Sylvia Grotowski 1992 Gladys Sasser 1993

19 HOME OFFICE ADDRESS 122WCarpenterFreeway Approximately80employees Underwriting Claims InformationServices

AgencyWall Administration HumanResources Finance/Billing ArkansasOffice 94

MAY 5TH, 5:05PM

FORT WORTH, TX LARGE

Beginningfor$2Binclaims

USIGCatMappingInitiativebegins

IN ARGENTINA

MaxFuentesandMVillanuevamade multipletripstoArgentinatogetthe Argentinacompanystarted

THE PROCESS OF EXPANDING TO ARIZONA/NEW MEXICO BEGINS

W.R.Berkleyand CarlCarverofGreatRiver Company

1995

HAILSTORM DURING MAYFEST USIG HELPED WRBC WITH ITS FIRST INTERNATIONAL VENTURE

NASHVILLE, TN OFFICE OPENED 1996 USIG HIRES FIRST IN-HOUSE ACTUARY 1997 USIG HIRES FIRST IN-HOUSE ATTORNEY HILLSBORO POLICY ADMINISTRATION OFFICE CLOSED ManagementTeam EmploymentStartDatefor: Tanya Amason 1997 EmploymentStartDatefor: Robert Owen 1996

ANNUAL TRADITION OF PRESIDENT TAKING EMPLOYEES WITH 20 OR MORE YEARS TO LUNCH/DINNER

STARTINGINTHE1990S 2005 2009 2010 2011 2012 2013

2015 2014 2016 2019 2023

USIG OPENS ALBUQUERQUE

BRANCH OFFICE andbegins

writinginNewMexico.

WhileUSIGhadsomemultipleyearpolicies(especiallyBonds)thevastmajority ofwereone-yearpolicies The"Y2K"fixfortheexpirationdateofalltheone-year policieshadtocontainafour-digityearbyOctober1,1998,intimeforthe January1,1999,toJanuary1,2000,policies,orastheoldsystemwouldhaveit 01/01/99-01/01/00.

1998 A+PLUS DEVELOPMENT

COMPLETED

ManagementTeam Finance/Billing ROB BERKLEY WORKS AT USIG OFFICE FOR SIX WEEKS understanding theirregionalbusiness EmploymentStartDatefor: Susan Anderson 1998 Cynthia Peterson-Whiteside 1998

1999 GREAT RIVER AND USIG MEET IN SHREVEPORT, LA TO DISCUSS MERGE Collaborationmeeting with30-40USIGandGRIC Employeestomapout specificplanstocombine thetwoCompaniesinto thenewUSIGSouthern RegionalWRBCCompany. USIG WAS NOW DOING BUSINESS IN TEXAS; OKLAHOMA; ARKANSAS; NEW MEXICO; ARIZONA; MISSISSIPPI; ALABAMA; TENNESSEE; AND KENTUCKY. BIRMINGHAM, AL OFFICE OPENED EmploymentStartDatefor: Reed Koehnen 1999 Debby Gilliam 1999

A1964KennedyHalfDollar

Atfirstglanceitlookedlikeother 50centpiecesbutitsintrinsic valuewasconsiderablygreater.

ThatwastrueofUnionStandard.

PRESIDENT CRAIG SPARKS

Presidentoftheyear threetimes

Welookedlikeourcompetitorsonthesurfacebutweweremadeof somethingmuchmorevaluable,ourpeople.

Ourvaluewasdefinedbyservingeachother,ourcustomeragents, communitiesandshareholdersthroughourprofitability.

2000

USIG STOPS WRITING NEW BUSINESS IN PERSONAL LINES AND STOPS RENEWING PERSONAL LINES POLICIES ON JANUARY 1, 2002 USIGhostsadelegationof insuranceexecutivesfromRussia

2001 EmploymentStartDatefor: Marcy Eudy 2001 Jamie Hernandez 2001 2003 2002 EmploymentStartDatefor: Tarja Smith 2002 Cheryl Cowan 2002 Jeanne Curlin 2002 FORMATION OF USD (CIRCA 2003) ThiswasaforerunnertotheBerkley SharedServicesconcept. We collaboratedwithContinental Western,AcadiaandBerkleyMidAtlanticovertheyears. EmploymentStartDatefor: Donna Beal 2003 Steve Walraven 2003 Katie Womack 2003

EmploymentStartDatefor: 2004

Carol Ford

BEGAN WRITING

BUSINESS IN ARIZONA

Alice Perez 2004

HURRICANE KATRINA

2005

2004

30 YEAR CELEBRATION

RESULTS CELEBRATION

2005

2006

COMPANY OF THE YEAR

DuringPresidentCraigSparks (2005,2006,2007)

2007

2011 HOME OFFICE ADDRESS

222 LAS COLINAS BLVD W, SUITE 1300

2012

OPEN HOUSE

2013 MS AL GA SC NC TN 2014 PRESIDENT KEITH MITCHELL BerkleySoutheastwascreatedwithaGeorgiaHomeOffice.North CarolinaandSouthCarolinaweresplitfromBerkleyMid-Atlantic,and theoldGreatRiverstatesweresplitfromUSIGtoformBerkleySoutheast. Presidentoftheyearonetime