At Ansay & Associates we combine an

entrepreneurial spirit with a disciplined, strategic

business process to develop and provide the best

insurance & benefit solutions to businesses and

consumers. At all times, we serve internal and external

customers with respect and integrity, and we

passionately cultivate long-term partnerships by

building excellent results and relationships, one

satisfied customer at a time.

How are we going to get there?Our Culture is Our Mission

Where Have We Been?The Company History

• Founded in 1946

• 1995 – Green Bay Location Opens

• 1998 – West Bend Location Opens

• 2005 – Acquisition of Insurance Management

• 2007 – Acquisition of Mosinee Insurance Agency

• 2008 – Acquisition of Insurance Associates

• 2009 – Kelly Godejohn PIA National CSR of the Year

• 2009 – Andy Spaeth IIAW Young Agent of the Year

• 2009 – Acquisition of Wausau Partners

• 2009 – Combination with Vincent Group

• 2010 – Acquisition of Babbitt-Sholund Agency

Where Are We Today?Ansay & Associates Recognized

Ansay was named as

one of the

FASTEST GROWING

FIRMS in 2011

in the Milwaukee Area

by The Business Journal!

Where Have We Been?Strong Revenue Growth

-

2

4

6

8

10

12

14

16

18

20

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5 yr CAGR – 11.45%

10 yr CAGR – 10.15%

15 yr CAGR – 11.21%

Where Are We Today?Current Locations

Our current locations are:

● Port Washington (HQ)

● Green Bay

● Manitowoc

● Mosinee / Marshfield

● Neenah

● West Bend

Where Are We Today?Together, We are Smarter & Stronger

Chairman & CEO - Mike Ansay

President & COO - Tom Schaetz Leadership Committee

Market Executive

Vice Presidents

&

Pat Miller /Tom Schaetz

Tom HelbachShannon

VanLaanenSandy Hardrath/

Tom SchaetzTim Rusch Future Market Leader

Practice Leaders

PL - Kelly Godejohn

Home OfficePort Washington

Port WashingtonWest Bend

Mosinee Green Bay Manitowoc Neenah/Little Chute Future Location

EB - Steve Kleber / Barb Schroeder

CL - Pat Miller/Andy Spaeth

/Mike Anderson

Sales Sales Sales Sales Sales Sales &

See Designated Managers

Home Office Service Service Service Service Service Service

Responsibility

Listing * Placement ** Placement ** Placement ** Placement ** Placement ** Placement **

Accounting *** Accounting *** Accounting *** Accounting *** Accounting *** Accounting ***

CFO - Jeff Paro Mike Ansay/Tom Schaetz/Leadership Committee

*Financial/Acctg Legal IT HR Insurance / RM Sales Mgmt Brand Mgmt & PR (w/Capper)

• Policy & Procedure • Employment • Global Intranet • Policies & Procedures • Disaster Recovery • Producer Planning Process • Policy & Procedure

• Reporting • E&O • Global Website • Payroll • All Renewals • Bell Ringer System

• Bank Relationships • Acquisitions • Policy & Procedure • Annual Sales & Service Summit

• Taxes • Sales Approach /Process

• Acquisitions

• Audit & IAB

***Accounting will report to home office controller with dotted line to Exec VP. ** Carrier Relationship Management

Accounting Manager is responsible for the following at their respective location: 1)New business, renewal business and service matters will be

1)Accounting & Finance - Implement Home Office Policy & Procedure addressed at the local office level.

2)Office Management & Admin 2)Partner carrier contract matters will be handled at Home Office level.

3)Human Resources - Implement Home Office Policy & Procedure All other contracts will be handled at the local office level.

4) Information Technology

Where Are We Today?Products & Services

Commercial Lines

60%Group Benefits

22%

Individual Benefits*

1%

Personal Lines

15%

401(k)*

2%

* Referred to New England Financial -401(k), Individual Disability, Life, Annuities, Long Term Care and Medicare Supplements

• NichePro© - a systematic Marketing approach to Industry

Knowledge and Products, for example:• Non Emergency Medical Transports

• Fuel Dealers

• School Bus

• Grocery Stores

• Wisconsin Work Comp Pool Program (RTW)

• Long-Haul Transportation

• Specialties• Schools Districts

• Healthcare

• Manufacturing

• Construction

• Transportation

• Technology

• Account Sizes• Select Accounts < $20,000 in Annual Premium

• Middle Market / Large Accounts > $20,000 in Annual Premium

Where Are We Today?Niches & Specialties

Where Are We Today?Our Top Agency Carriers

Property & Casualty

Acuity Insurance

Cincinnati Insurance

SECURA Insurance

General Casualty

West Bend Mutual

Travelers Insurance

Indiana Insurance

Integrity Insurance

Selective Insurance

EMC Insurance

Hanover

Employee Benefits

United HealthCare

Humana

Anthem

Trilogy

UNUM

Principal

Network Health Plan

Lincoln Financial

WPS

Delta Dental

Revenue: $20,000,000 Employees: 150

Where Are We Today?

Compared to Top 100 Brokers(Based on 2010 Business Insurance)

350 - 550 Ansay & Associates

Largest Milwaukee-area Independent Insurance Agencies(Based on 2011 Business Journal )

Where Are We Today?Compared to U.S. Broker Marketplace

Commissions 2000 2005 2010E 2015E

100 Million + 12 21 28 46

10 – 100 Million 199 296 422 588

5 –10 Million 939 1,115 1,371 1,610

2.5 – 5 Million 1,985 1,957 1,949 1,930

1.25 – 2.5 Million 4,094 3,482 2,988 2,477

0.5 – 1.25 Million 5,587 4,804 2,704 1,532

< 0.5 Million 25,754 18,601 9,474 3,507

TOTAL 38,570 30,276 18,936 11,690

Source: V.J Dowling & Marsh Berry

Where Are We Today?Ansay & Associates Recognized

Ansay was named as

one of the

Top 100 Workplaces in

South-East Wisconsin

by The Milwaukee Journal Sentinel!

•Value-Added Solutions

– CSR24 – Certificates, Auto ID Cards, View Policy Details

– FutureOffice – Benefit Program Management and Education

– Infinity HR – Benefits Enrollment and Communication

– Zywave – Benefit Benchmarking

– Patient Care – Consumer advocate service for insurance benefit

assistance & guidance

– Safety & Loss Control Services

– Ansay Health Care Discount Card

– Ansay Wellness Strategies

– Mod Master – Work Comp Experience Modification program

– 24/7 Claims Reporting

– Ansay NichePro©

– Ansay MedPro

Where Are We Today?Resources To Help Service Our Clients

How are we going to get there?Relationship & Solutions Oriented Approach

A relationship and solutions-

oriented approach driven by our

risk management and needs-based

process.

Our Goal for each and every client:

1) Identify and understand our clients’ exposures and needs.

2) Develop and offer strategies to address the exposures, needs, and issues identified.

3) Design and implement tailored programs to meet our clients’ exposures, needs and issued

identified.

4) Monitor the programs and make proactive changes as needed.

The ANSAY APPROACHRelationship & Solutions Oriented Approach

1. Relationship / Solution Oriented Approach2. Process Driven

3. Pro-Active

As such, Insurance Placement is a

small part of what we do.

How are we going to get there?Ansay vs. Typical Competition

Ansay (Outsourced Risk Advisors) Typical Agent/Agency

Ansay looks to begin the relationship

here

Typical Agents/ Agencies

look to begin the relationship

here

1. Relationship Oriented Approach

2. Not Process Driven

3. Reactive

As such, Insurance Placement

is all that they do.

Our Promise is to Provide:

● Direction with regard to your

insurance program.

● Confidence through our relationship

that we can help solve your insurance

problems and simplify the insurance

process.

● Capabilities necessary to handle your

insurance program.

How are we going to get there?Relationship & Solutions Oriented Approach

Ansay Medpro / AdvantagesMedpro / Advantages (Telephonic Triage for WC)

1. Employee receives immediate attention from Medical Professional, Toll Free,

and 24 hrs per day / 7 days per week.

2. Injuries receive appropriate treatment or level of care right away.

3. Unnecessary doctor visits are avoided, reducing unnecessary claims.

4. Supervisors are FREED from making Medical Decisions.

5. LIABILITY for triage decisions are Transferred from Insured to Medpro.

6. Recorded Statements at the time of Incident.

7. Reduced paperwork for Claims Administrators.

8. Instant Notification to claims administrator and designated personnel (safety director, HR director…etc) at the at your place of business.

9. Medpro can help direct an injured employee to facilities in your Workers Compensation providers PPO Network.

This all adds up to proper treatment, lower experience mods, premium savings and higher dividends. Helps makes you the best in class for your industry!

Ansay Medpro / Results

Where Are We Going?Our Vision

Ansay & Associates is a high-integrity, high-growth

company that genuinely values all employees and

rewards high-performing employees who

strategically & systematically

contribute to doubling revenue and profits

every seven years.

How are we going to get there?The Circle of Success & Core Values

RespectPassion

Accountability

IntegrityExcellence & Professionalism

Positive “I

CAN DO”

Planning with

Partners for

Profitable

Growth

Discipline

In Summary - Why Ansay?

• Established agency with over 60 years in business

• Top 10 of Wisconsin agencies

• Top 5% of agents/brokers nationwide

• A relationship and solutions-oriented approach

driven by our risk management and needs-based

process

• Broad & Strong carrier representation

• Value-added services