INSIDER Updates & Insights HUB Monthly Newsletter | September 2026
What’s Inside The INSIDER: September 2026 page 3
Announcement page 4
SPG Spotlight: Encore page 5
CONNECT: SPG Transportation page 6
On Demand: SPG Real Estate Capabilities Webinar page 7
HUB Wins pages 8-9
Resources page 10
SPG M&A Guide page 10
HUB Regional Events page 11
The INSIDER: September 2026 The right specialty solution is a lot easier to find when you know where to look, and who to call. That’s what INSIDER is designed to help with. Each month, we bring together SPG capabilities, people and resources that can help HUB teams solve more complex client needs and uncover opportunities across their books. This month, get to know Encore and its fiduciary, management and professional liability capabilities, meet the team behind SPG Transportation, and catch our Real Estate Solutions webinar on demand. We’re also welcoming HCM Unlocked to the SPG family, adding new capabilities across payroll, HR, benefits administration, compliance and HCM technology. And as always, check out this month’s HUB Wins for real examples of HUB and SPG teams working together to find solutions when the straightforward path wasn’t available. See something that could help one of your clients? Reach out. That’s what SPG is here for.
QUICK RECAP
SPG By The Numbers
7 Divisions
$7B Premium
1400+ Employees
33 Portfolio Companies
38 Locations
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Announcement HCM Unlocked Joins the HUB Family
Team, Specialty Program Group (SPG) has acquired HCM Unlocked, a technology-enabled human capital management business that adds new capabilities across payroll, HR, benefits administration, compliance and HCM technology. Managed services are becoming an increasingly important part of what clients are looking for as they navigate more complex workforce, technology and administrative needs. HCM Unlocked brings together experienced people, hands-on managed services and technology to help clients manage that complexity. Their capabilities include: Managed payroll and HR administration Benefits administration and compliance HCM technology consulting, implementation and optimization Data governance and analytics DELTA, HCM Unlocked’s proprietary HCM data technology platform For our teams, this gives us another way to work more closely with clients and bring additional expertise to needs that often sit alongside the work we are already doing across Employee Benefits. John Wallace will continue to lead HCM Unlocked, and the business will continue to operate under the HCM Unlocked name within the Benefits Division of SPG in conjunction with Brynn Nordmark, Benefits Division President. We’ll share more soon about HCM Unlocked, its capabilities and how our teams can engage them on client opportunities. Please join me in welcoming John and the HCM Unlocked team to the HUB family.
John Wallace Chief Executive Officer HCM Unlocked jwallace@hcmunlocked.com
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SPG Spotlight: Encore America’s Fiduciary Insurance Experts
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Business Overview When a client has a complex fiduciary, management or professional liability need, Encore gives producers direct access to experienced underwriters with decision-making authority. Across Fiduciary Liability, Management Liability and Professional Liability, the team brings specialized underwriting, proactive claims support and risk management expertise to help brokers find the right solution for their clients.
Three Ways Encore Can Help Fiduciary Liability
Coverage for retirement and health plans across public companies, private and not-for-profit organizations, pooled and multiemployer plans, and governmental retirement systems. Encore offers $10M in limit capacity, with up to $20M available for private and not-for-profit risks, through an A+ rated carrier and an admitted product in all 50 states. Management Liability
A modular/package solution for private and not-for-profit risks that can include: Director & Officers Liability, Employment Practices Liability, Fiduciary Liability, Crime Coverage Encore offers up to $10M in limit capacity through an A rated carrier, with admitted availability in 45+ states and surplus lines available in other states. Professional Liability
Encore also offers dedicated professional liability solutions for: Architects & Engineers, Accountants Professional Liability, Miscellaneous Professional Liability / Errors & Omissions These products are backed by A+ rated carriers.
Why Bring a Risk to Encore? Underwriting Expertise
Superior Claims Service
Thought Leadership & Advocacy
Risk Management
Experienced underwriters with decision-making authority.
A team that proactively defends and works to favorably resolve complex claims, with a focus on keeping defense costs down.
Encore’s FID Guru Blog provides educational content and advocacy focused on fiduciary issues.
The team identifies key exposures and risk factors to help policyholders become better risks.
When to Think of Encore Think of Encore when you have: Any fiduciary liability insurance or claims questions – we love to be a resource! A client sponsoring a retirement or health plan A client that is a retirement or health plan – including multiemployer plans, governmental plans, multiple employer plans (MEPs), pooled employer plans (PEPs), multiple employer welfare arrangements (MEWAs), and Employee Stock Ownership Plans (ESOPs) A private or not-for-profit client needing Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability or Crime coverages A labor union or any other association with exposure to collective bargaining agreements needing management liability coverages or bonding An A&E, Accountant or Miscellaneous Professional Liability opportunity A client that would benefit from direct access to experienced underwriters with decision-making authority
Connect With An Expert
Justin Bove | Chief Revenue Officer, Fiduciary Product Lead 646.927.1190 | justin.bove@specialtyprogramgroup.com
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CONNECT: SPG Transportation One of the leading specialty programs in the moving and storage space. In this episode of CONNECT, meet Brandon Laam, Senior Vice President of SPG Transportation. SPG Transportation offers a fully comprehensive suite of coverages, including commercial auto, general liability, property, warehouse legal, and workers' comp — serving 1,200+ insured clients and writing well over $100 million in premium. They cover residential, commercial, trade show, and association movers, and have evolved alongside the industry with new launches including a portable storage product and a junk hauling program. Backed by a seasoned underwriting team with deep knowledge of industry exposures and loss trends, SPG Transportation is actively expanding its reach with HUB producers nationwide.
CLICK THE IMAGE BELOW TO WATCH THE VIDEO
Connect With an Expert Brandon Laam | Senior Vice President, SPG Transportation 707.261.2738 | brandon.laam@specialtyprogramgroup.com
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Visit Website to Learn More
On Demand: Real Estate Solutions Webinar Missed our latest SPG Real Estate webinar? You can now watch it on demand. Hear directly from SPG specialists about solutions across CAT Property, Small Property, HOA & COAs, GL, Umbrella & Excess, Flood, Builders Risk, Short-Term Rentals and more. The session is designed to help HUB producers quickly identify where to go, expand their options for complex Real Estate risks and connect with the right SPG specialist when an opportunity comes across their desk
Watch the Webinar
Meet Your SPG Real Estate Specialists Have a Real Estate opportunity? Reach out directly to the specialist who best fits your risk.
Steven Giustino
Jonathan McKenzie
Devon Borisoff
Vice President, Complex Risk GL, Umbrella and Excess
Broker CAT Property
Vice President, Commercial Lines Leader Small Property, HOA, and COAs
Nick Massey
Matt Romano
Tim Sunderman
Chief Sales Officer, Proper Insurance Short Term Rentals
Vice President, Flood Flood
President, Catapult Builders Risk
Cory Brandt Director of Business Development, DRS Pre and Post Loss
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HUB Wins
PROFESSIONAL MANAGEMENT LIABILITY | HUB SOW - Albuquerque
WRITTEN PREMIUM
LINES OF BUSINESS
CARRIER
$97,200
Professional Liability
RSUI
Limits, Exposures, or Any Other Unique Identifiers of Note: $1M / $3M A HUB SOW producer called me on a Wednesday morning with a problem and a deadline: she'd reviewed a competing quote and found it lacking, particularly on the retroactive date, which was far too limited for an insured with a much longer practice history. Her meeting was set for the next day, and she had nothing to bring on the Professional Liability piece. I was on the road all day, but that didn't slow things down, over the next 24 hours, we worked through the options, and I put a strong solution in her hands just 15 minutes before she walked into the meeting. The insured chose to move forward with HUB SOW the following Monday: exactly the outcome we were working toward together.
Producer: John Bailey | john.bailey@specialtyprogramgroup.com
EXCESS AND SURPLUS INSURANCE | HUB Chicago
WRITTEN PREMIUM
LINES OF BUSINESS
CARRIER
$450,000
GL / Excess 10M / Stock Throughput
Tysers / Lloyds
Limits, Exposures, or Any Other Unique Identifiers of Note: 10M Excess We've been getting wins with Robert Livingston, and this one was no exception. He likes working with us, so we helped him move this account away from the incumbent agent. The client is a diversified trading firm that deploys sophisticated technology to provide liquidity and make markets more efficient across traditional and cutting-edge asset classes, including equities, fixed income, crypto, and real estate. The firm has since expanded into several subsidiary businesses spanning crypto trading, venture capital, network infrastructure, and real estate investment.
Producer: Keith Ross | keith.ross@specialtyprogramgroup.com
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HUB Wins (cont.)
EXCESS AND SURPLUS INSURANCE | HUB Gulf South
WRITTEN PREMIUM
LINES OF BUSINESS
CARRIER
$150,000
GL/CPL/TPL/PL/XS 10M
Enviant
Limits, Exposures, or Any Other Unique Identifiers of Note: 10M XS The agent came to us with most of the market blocked. Enviant has been a true partner, helping us land more than a few wins over the last couple of months — this time, they quoted and we bound. The insured provides industrial bolting services, hydrostatic pressure testing, pipe/casing cutting, BOP stack lifting, and slot recovery to the oil/gas drilling and production industries, as well as to plants, refineries, and construction sites throughout the Gulf South.
Producer: Keith Ross | keith.ross@specialtyprogramgroup.com
HUB & SPG Success Spotlight In this short video, Danny Gemma, a member of HUB's CNC region and Healthcare Specialty Practice, shares why he consistently turns to the SPG ExecuPro (formerly JDM) team of John McCann, Bill Ward, and Colin Nichols, for his healthcare book of business. CLICK THE IMAGE BELOW TO WATCH THE VIDEO
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Resources EXPLORE SPG WHOLESALE SOLUTIONS ON SEISMIC Your HUB Resource for Smarter Placement, Faster Service, and More Connected Solutions SPG Wholesale brings together the expertise and market access of Monarch E&S, SWIS, Beacon Hill Associates, Capitol Special Risks, and JDM & Associates, offering HUB producers a single destination for wholesale support, sell sheets, and product insights. On the SPG Wholesale Seismic page, you’ll find: Solution PDFs for each line — ExecuPro, Environmental, Complex Risk, Commercial Lines, & Personal Lines Coverage guides outlining appetite, product highlights, & target classes Division leader contacts for direct support & placement questions Quick links to SPGWholesale.com for deeper product information SPG Wholesale simplifies access to markets, programs, and expertise - helping you connect clients with the right solutions, faster. Click Here
SPG M&A GUIDE Know Someone Who Owns an MGA or Wholesaler? If someone in your network owns a specialty insurance agency, whether it’s an MGA, wholesaler, or underwriting shop, SPG wants to connect. We’re actively seeking strong, proven businesses ready to scale through partnership. Your referral could be the start of something big - and may qualify for HUB’s internal M&A referral bonus. Click Here
SPG SEISMIC PAGE SPG Central: Your Gateway to Everything SPG Dive into SPG Central - your comprehensive hub for all SPG-related resources. Here, you'll find an extensive collection of documents, updates, and interactive tools tailored to empower your success and connection within the SPG community. Explore, engage, and excel with SPG Central! Click Here
SPG PORTFOLIO GUIDE SPG Spectrum: Navigating Our Diverse Portfolio Welcome to SPG Portfolio Guide, your detailed guide through the diverse and dynamic range of SPG's offerings. This guide is crafted to provide you with a deep dive into our services and solutions, enriching your understanding and aiding in your daily business decisions. Perfect for both new and seasoned members of the SPG family, the SPG Spectrum is an indispensable resource. Click Here
CONNECT WITH SPG: SUBSCRIBE FOR INSIGHTS AND UPDATES Stay ahead of the curve by subscribing to SPG's exclusive updates and insights. Whether you're looking for the latest industry trends, internal news, or updates on SPG's initiatives, our subscription service is your key to staying informed. Click below to ensure you're always in the loop with SPG's dynamic developments. Subscribe
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HUB Regional Events Bring SPG to your next HUB regional event. Three Lines of Business. One Trusted Partner. Unlimited Expertise.
SPG - Simplified SINGLE POINTS OF CONTACT FOR EACH CORE CAPABILITY PROPERTY & CASUALTY
EMPLOYEE BENEFITS
LIFE & ANNUITY
Richard Malowney
Courtney Wiggins
Todd Miles
Chief Cross Sell Officer SPG P&C & Services 212-338-2925 rmalowney@specialtyprogramgroup.com
SVP, Broker Engagement & Growth Strategy SPG Benefits 225-933-9429 courtney.wiggins@specialtyprogramgroup.com
Chief Sales Officer SPG Life & Annuity 401.709.6271 todd.miles@specialtyprogramgroup.com
WHAT TO EXPECT AT YOUR EVENT In-House HUB Partner
Your Event, Your Way
SPG is wholly owned by HUB International, meaning your producers have access to a true in-house specialty solution with aligned goals and seamless collaboration.
We work with you to understand your region’s specialties and where the real opportunities lie, then tailor our entire presentation to match. From construction and healthcare to hospitality and beyond, SPG meets you where your producers are.
Interactive, Engaging Sessions SPG doesn’t just exhibit, we educate. Choose from proven formats that spark real conversations: Interview Panels Speed Dating
Dedicated Event Logistics Support We’ll work with you on the details of SPG’s participation in your event from start to finish. If you’d like to discuss this further or invite us to your event, please complete the SPG at HUB Events Request Form and we’ll be in touch.
Trivia Challenges Deal Desk Case Studies Roundtable Discussions
SPG at HUB Event Request Form - Click Here
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