AgencyONE

Timeline created by perilane
  • Underwriters Service of Maryland is established

    Underwriters Service of Maryland, a subsidiary of The Underwriters Group (“TUG”) is established. Ed Leisher is Vice President, Marketing and is responsible for a significant territory including California, Texas and New York.
  • Dennis Bartos joins TUG

    Dennis Bartos joins TUG as the first Certified Physician’s Assistant to be hired as an underwriter in the industry having trained at Hahnemann University Hospital in Philadelphia, PA.
  • Ed Leisher leaves TUG and starts Leisher & Associates and Dennis Bartos joins shortly thereafter.

    Ed Leisher leaves TUG and starts Leisher & Associates and Dennis Bartos joins shortly thereafter.
  • Leisher & Associates becomes one of the Marketing Organizations for Executive Life and the Agent Owned Reinsurance Company.

    Leisher & Associates becomes one of the Marketing Organizations for Executive Life and the Agent Owned Reinsurance Company.
  • The Potomac Group is formed and joins ELAR Partners with Hartford Life. The Potomac Group quickly becomes one of the top Marketing Organizations under ELAR for Hartford Life.

    The Potomac Group is formed and joins ELAR Partners with Hartford Life. The Potomac Group quickly becomes one of the top Marketing Organizations under ELAR for Hartford Life.
  • Gonzalo Garcia joins the Potomac Group in Advanced Sales.

    Gonzalo Garcia joins the Potomac Group in Advanced Sales.
  • The Potomac Group is sold to The BISYS Group (“BISYS”) as a $30MM agency with 27 employees. By 2001, the staff exceeds 75 with life target premium sales in excess of $160MM.

    The Potomac Group is sold to The BISYS Group (“BISYS”) as a $30MM agency with 27 employees. By 2001, the staff exceeds 75 with life target premium sales in excess of $160MM.
  • Ed Leisher leaves BISYS and starts Potomac Partners Group with Amy Holmwood focusing on premium finance and becomes the leading premium finance aggregator for Credit Suisse and other money sources with annual production in excess of $40MM.

    Ed Leisher leaves BISYS and starts Potomac Partners Group with Amy Holmwood focusing on premium finance and becomes the leading premium finance aggregator for Credit Suisse and other money sources with annual production in excess of $40MM.
  • Dennis Bartos leaves BISYS and starts AgencyONE, an agency specializing in underwriting jumbo and impaired risk life insurance.

    Dennis Bartos leaves BISYS and starts AgencyONE, an agency specializing in underwriting jumbo and impaired risk life insurance.
  • Gonzalo Garcia leaves BISYS and joins Credit Suisse as a Managing Director in the Life Finance Group.

    Gonzalo Garcia leaves BISYS and joins Credit Suisse as a Managing Director in the Life Finance Group.
  • AgencyONE is created

    Ed Leisher and Dennis Bartos merge their firms into AgencyONE and Gonzalo Garcia joins shortly thereafter.
  • Period: to

    Potomac works with a noted producer in the marketing and underwriting of LifeStar, a Split Dollar model used by a major medical conglomerate in the acquisition of medical practices.b. Potomac works with a noted producer in the development of the firs

    a. Potomac works with a noted producer in the marketing and underwriting of LifeStar, a Split Dollar model used by a major medical conglomerate in the acquisition of medical practices.
    b. Potomac works with a noted producer in the development of the first traditional premium financing model and approval by the insurance carrier community.
    c. Potomac works with a noted producer in the marketing and underwriting of key donor insurance, a life and annuity combination model financed