Efficient-Back
Modern

We Are
Agile

We’re data agile and tech-enabled at all steps along the way: lead gen, submission intake, underwriting, bespoke policy and endorsement creation; compliance and audit. Our solutions are carefully thought out to fit client needs. We don’t subscribe to the practice of one-size-fits-all, instant quoting. However, our modern systems allow us to respond to clients quickly.

Our Core Principles

Efficiency

Efficiently underwriting without compromising on quality

Technology

Operating as a modern MGA working with modern companies

Reliability

Providing reliable and transparent communication

Our Leadership

Jeff Hirsch

Executive Vice President

Jeff manages Scale's overall MGA operations, working closely with our underwriters as well as Scale's capacity providers. He will launch new Scale products twice a year. Jeff is also an attorney, with over 25 years of experience handling corporate liability defense, employment practices and risk management, as well as cyber liability and insurance coverage.

Julie Rosas

Senior Vice President

Julie manages the underwriting team and is responsible for all broker relationships. She has been in the industry for about a decade, focusing on management liability underwriting for private and non-profit risks.

Matt McKenna

Vice President

Matt is responsible for the underwriting operations of the agency. He was Scale's first hire, coming previously from Founder Shield. Matt's background is in underwriting management and professional liability for financial institutions.

Scale Fact Sheet

  • Scale is a Managing General Agent, tribunalized at Lloyds, London and backed by Lloyds Syndicates. We can offer D&O policy limits up to $5m, EPL up to $3m and up to $2m of fiduciary coverage (shared or separate limits).
  • Although we have been underwriting private company management liability, EPL and fiduciary liability insurance at Scale for only 2 years, our product is bespoke based on underwriting and claims metrics gathered from over 30 years of data. As a result, our claims performance has been industry beating for this class of business.
  • Scale’s in-house claims manager works with claims/monitoring counsel appointed by Lloyds to proactively manage claims and collaboratively recommend claims resolutions. The highest value claim on Scale’s books to date was resolved with defense cost payments only – we agreed with our insured to rigorously defend the claim and did so successfully – lawsuit dismissed!
  • Scale’s collaborative approach to claims is evident in its D&O/EPL form. Unlike other carriers who may require insureds to use “panel counsel”, Scale works with your choice of counsel, and will even endorse your policy with your “preferred counsel” after a brief interview.
  • Scale has a second facility to write Contract Frustration Insurance. The CFI coverage allows Scale’s high-growth private companies to insure the “value” of the loss of one of their critical executives.
  • CFI is backed by one of the largest managing agents/syndicates at Lloyds.