NEW YORK, Sept. 14, 2022 —Evertree Insurance ("Evertree"), an omni-channel personal lines insurance distribution platform, today announced the hiring of Daniel Romero as Head of Mergers and Acquisitions.
Prior to joining Evertree, Mr. Romero was Vice President of Mergers & Acquisitions for HUB International Limited, a full-service global insurance broker and financial services firm, where he was responsible for the sourcing and execution of over 100 strategic transactions. This included negotiating and underwriting deal structures, analytics, modeling, due diligence, and the overall execution of transactions.
"Daniel's proven ability to build relationships, acquire and integrate new property and casualty brokers, and broad understanding of the personal lines market is exceptional," said Alex Tuff, Founder and CEO at Evertree. " Daniel has also had the benefit of having lived and worked in different communities with a fluency in English, Spanish, Portuguese and French. This is incredibly attractive as we build a team with different backgrounds and perspectives."
"I could not be more excited to join Evertree at this important moment in the growth and expansion of the business," said Romero. "Our shared vision for the future of insurance is both exciting and actionable. Our technology will enable independent agents to spend more time on relationships, and it will give clients the unique and refreshing experience they have wanted for many years. Evertree is taking a purposeful approach, focusing on investing in talent and delivering a superior client experience."
Evertree was founded in 2022 and announced in July 2022 that it had received a significant investment from Integrum Holdings.
About Evertree
Evertree is a technology-enabled personal lines insurance agency that is focused on building the premier platform for the next generation of independent brokers. Evertree's strategy is to develop and deploy productivity enhancing technology, recruit, and train new agents, and to identify, close and fully integrate strategic acquisitions.
Evertree was founded in 2022 by insurance industry veteran Alex Tuff and received a significant investment from Integrum Holdings, an innovative private investment firm, whose senior team has led successful investments in Pure, USI, and Alliant, amongst others.
Evertree Insurance Services, LLC, a rapidly growing, tech-enabled independent insurance brokerage, is pleased to announce the acquisitions of 1st American Insurance, located in Longmont, Colorado, Alliance Insurance Services, located in Arvada, Colorado and The Banks Agency, located in Golden, Colorado.
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Evertree is thrilled to share the fantastic news with our partners, clients, and the broader community. Diana Fulton has joined our team as the Head of Carrier Relations, bringing with her a wealth of experience and a track record of exceptional performance in the insurance industry.
We partner with the leading insurance carriers across the country. We stay in front of industry trends and innovative offerings. We leverage our relationships for market-leading prices. Our national scale provides local independent brokers with access to the industry’s top carriers for coverage that offers you the best value.
Our independent insurance agents are experts in their field who work alongside you to truly understand your risk appetite and exposures. They leverage the national scale of Evertree to provide you with industry competitive rates from leading carriers to manage your risk and support you with a better tomorrow.
The team is so easy to work with. They communicate regularly and quickly. All of my questions are answered and I feel that I am truly getting the best rates. I recommend them to anyone!
The team is so easy to work with. They communicate regularly and quickly. All of my questions are answered and I feel that I am truly getting the best rates. I recommend them to anyone!
The team is so easy to work with. They communicate regularly and quickly. All of my questions are answered and I feel that I am truly getting the best rates. I recommend them to anyone!
So far, I've been very happy in regards to my auto & home insurance needs. The rates are very competitive and lower than most other insurers. The agent is always available in a moments notice either by phone or email. I would highly recommend to anyone.
So far, I've been very happy in regards to my auto & home insurance needs. The rates are very competitive and lower than most other insurers. The agent is always available in a moments notice either by phone or email. I would highly recommend to anyone.
So far, I've been very happy in regards to my auto & home insurance needs. The rates are very competitive and lower than most other insurers. The agent is always available in a moments notice either by phone or email. I would highly recommend to anyone.
Great communication and thorough explanations every step of the way. I would highly recommend and use again for insurance needs.
Great communication and thorough explanations every step of the way. I would highly recommend and use again for insurance needs.
Great communication and thorough explanations every step of the way. I would highly recommend and use again for insurance needs.
Extremely knowledgeable of wide array of options along with pros & cons of each based on my needs.
Extremely knowledgeable of wide array of options along with pros & cons of each based on my needs.
Extremely knowledgeable of wide array of options along with pros & cons of each based on my needs.
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