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Our dedication to service is what defines us.

Executive-Benefits

Integrity in Independence

Robust Product Expertise

executives-in-window-

Where our team is part of your team.

We consider your success our success.

Consulting | Collaborating | Creating

Universal Insurance Services has a distinctive focus to maximize efficiencies, reveal potential and inspire. The Universal “capital” has a unique blend of industry and consulting experience, which provides creative and practical solutions to complex issues while leveraging industry best practices. Our strategy works with a diverse portfolio of clients on initiatives to discover value, opportunity and solutions.  Innovative thinking, professional skills and  proven strategic solutions combine to ensure our clients strategic planning goals become a reality. While we often leverage our proprietary tools and  resources to jump-start strategy work, collaboration with our clients is the key ingredient to a successful outcome.

Removing the obstacle of the “middle man” and other inefficiencies has led us to a complete and effective solution for the space in which we serve. Combining the best intellectual capital in wholesale insurance brokerage, financial advisory and executive benefits on a national level, we believe we have created the ultimate source for our space. Our analytical tools enable us to thoroughly assess your existing situation and make recommendations to ensure they meet our clients specific objectives. We consistently monitor industry trends as well as regulation in order to ensure potential strategies are flexible, competitive and responsive to everyone involved. Clients include some of the largest and diverse groups of businesses around the country, including executive benefits firms, financial advisors, private equity, insurance specialists, law firms, CPA firms, RIAs, hedge funds and corporations of all kinds.

How we work

Collaboration. Becoming an integrated partner with our clients, serving as an extension of their professional teams.

Deliver tangible solutions. Utilizing our experience to focus on concepts with the highest return and create innovative, pragmatic resolutions  for implementation with sustainable results for our clientele.

Independence. We are unbiased and solely focused on our clients’ effective and efficient solutions, even when our services may not be the  most viable option.

 

As a professional services firm, our organizational model maintains clients’ priorities. Our clients come first. This philosophy recognizes exceptional advisory service is delivered by talented professionals.

Universal provides sophisticated consulting services that create a strategic foundation for estate and personal planning, executive benefits and business planning.  Universal’s depth of expertise includes advanced planning techniques, underwriting prowess, extensive carrier & objective product support, case design, advisor consultation, back office support and innovative technology.

Client centric culture.  As a professional services firm, our organizational model maintains clients’ priorities. Our clients come first. This philosophy recognizes exceptional advisory service is delivered by talented professionals.

About Vanbridge

Vanbridge LLC, our parent company, is an insurance intermediary, capital advisory and insurance and reinsurance management firm and is led by a unique inter-disciplinary team of industry experts and insiders with decades of experience and a very broad network of contacts.

Together, we are effectively bringing all of the services related to insurance, reinsurance and capital markets into a single organization that is focused on providing high-end, bespoke solutions.

Areas of Specialization

  • Case Consultation & Client Support
  • Policy Analytics and Audit
  • Traditional Insurance Strategies
  • Business Planning
  • Continuation Planning
  • Wealth Preservation & Liquidity
  • Advanced Structures and Concepts
  • Policy Design and Management
  • Regulatory and Legislative Resource
  • Executive Benefits
  • Specialty Insurance Plans
  • Premium Financing

Our Process

  • Licensing & Contracting

    Our L&C professionals will walk through the entire initial and continued needs of the advisor.

  • Product & Design Specialists

    Our specialists will analyze the marketplace and compile and present the best options for the client.

  • Informal & Formal Underwriting

    Actual credentialed and experienced underwriters will allow for a more efficient, consistent and attractive offer.

  • Advanced Planning

    Deciphering the best solutions through creative and innovative strategies or simply working with other advisors to achieve the best results.

  • New Business

    Our concierge level new business support will walk the formal case through, timely and effectively working with the carrier and the advisors, start to finish.

Who we are…

  • Mitchell K. Smith
    Mitchell K. SmithManaging Principal
  • Kristin Jenkins
    Kristin JenkinsSr. Executive Assistant Compliance Officer
  • Vince Jenkins
    Vince JenkinsPrincipal, Director of Corporate & Institutional Insurance
  • Adam Spring
    Adam SpringPrincipal
  • Ryan Perna
    Ryan PernaPrincipal
  • Blake Mallonee
    Blake MalloneeBusiness Development and Distribution
  • David Austen
    David AustenAdvisor Relationship Manager
  • Julie F. Smith
    Julie F. SmithSVP, Director of Marketing
  • Gene Ligeon
    Gene LigeonAccounting Analyst / Commissions
  • Pete Dressler
    Pete DresslerDirector of Product & Illustration
  • Judy Smith
    Judy SmithSr. Product & Illustration Specialist
  • Erica Chiras
    Erica ChirasUnderwriter
  • Stacy Sorensen
    Stacy SorensenUnderwriter
  • Jessica Schmidt
    Jessica SchmidtDirector of Licensing & Contracting
  • Amanda Pogrell
    Amanda PogrellSVP, Director of Advanced New Business
  • Priscilla Hazan
    Priscilla HazanCase Manager
  • Marcelo Nascimento
    Marcelo NascimentoCase Manager
  • Bonnie Landi
    Bonnie LandiAdministrative Assistant
Contact Us

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