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
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.
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 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.