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Bruce Lyon Named to Board of Certified Safety Professionals

We are pleased to announce that Bruce Lyon, Vice President of Risk Management Services at Hays Companies, has been elected to the Board of Certified Safety Professionals (BCSP).

Founded in 1969, the Board of Certified Safety Professionals (BCSP) is recognized as a leader in high quality, accredited credentialing for safety, health, and environmental practitioners. BCSP establishes standards and certifies competency criteria in the professional safety practice.

In addition to his involvement on the BCSP Board, Lyon is the Advisory Board chair to the University of Central Missouri’s Safety Sciences Program, Vice Chair of US TAG 262 for ISO 31000, and member of the ANSI Z590.3 Prevention Through Design review committee. Lyon holds a B.S. degree in Industrial Safety and a M.S. degree in Occupational Safety Management/Fire Science from the University of Central Missouri. He also received the Certified Safety Professional Award of Excellence from BCSP in 2018.

To learn more about how we can assist with workplace safety, please contact us.  We’re here to help.

Paul Nelson Joins Hays Companies

MINNEAPOLIS, Minn. (January 18, 2019) – Hays Companies announced Paul Nelson has joined its Dallas operations as Senior Vice President. Nelson brings a unique perspective and extensive construction risk experience to Hays’ Texas operations.

“Paul will play a critical role here in Dallas as we continue to grow our Property and Casualty division,” said Erik Templin, President – Hays Companies of Texas. “We are excited to add his valuable construction expertise and Property and Casualty resources to our clients in the Dallas market.”

He began his insurance career in 2006 and in that 13 years he has worked with middle market, large national and fortune 500 clients. Since 2014, Paul has worked closely with clients to measurably affect reporting program performance and provide detailed financial analyses.

He has extensive construction and wrap-up programs expertise in the where he most recently managed controlled insurance programs in the South region. Paul worked with owners and general contractors to implement program structure and placement, bidding strategy and contract and enabling language.

Paul moved to Texas after graduating from Brigham Young University. During his time in risk management, he’s been involved with the Association of General Contractors (AGC), the Construction Financial Management Association and IRMI. Outside of work, Paul is a volunteer for his church where he is president of the Young Men’s Organization.

“I’m excited to join the amazing culture here at Hays Companies and am looking forward to expanding our P&C practice,” said Nelson.

Nelson can be contacted via email at panelson@hayscompanies.com. Want to be notified of new P&C seminars or thought leadership articles? Connect with us here.

ABOUT HAYS COMPANIES

Hays Companies is one of the fastest growing risk management, insurance and employee benefits advisors in the country. Our philosophy of delivering the highest-quality, customer-focused service has led to significant growth for more than 20 years. Today, the company includes 700+ experienced professionals in more than 30 locations throughout the United States. For more information, contact Andrea Field (afield@hayscompanies.com) or visit our website at hayscompanies.com.

Brown & Brown, Inc. Completes Acquisition of Hays Companies

November 16, 2018 – (Daytona Beach) . . . Brown & Brown, Inc. (NYSE:BRO) today announced the completion of the previously-announced acquisition of Hays Companies (“Hays”) by Brown & Brown, Inc.

Brown & Brown, Inc. is a leading insurance brokerage firm, providing risk management solutions to individuals and businesses. With Brown & Brown’s almost 80 years of proven success and thousands of teammates, we offer knowledge you can trust and strive to deliver superior customer service.  For more information on Brown & Brown, visit www.bbinsurance.com.  Hays Companies’ current operations can be reviewed at www.hayscompanies.com.

This press release may contain certain statements relating to future results which are forward-looking statements, including those associated with this acquisition; the appointments of those individuals currently employed by Hays to leadership positions with Brown & Brown after the transaction; and the integration of the current Hays operations with Brown & Brown after the transaction.  These statements are not historical facts, but instead represent only Brown & Brown’s current belief regarding future events, many of which, by their nature, are inherently uncertain and outside of Brown & Brown’s control.  It is possible that actual results may differ, possibly materially, from the anticipated results indicated in these forward-looking statements due to a number of risks and uncertainties.  These risks and uncertainties include, but are not limited to: Brown & Brown’s consummation and integration of the announced acquisition, including adequately addressing any matters analyzed in the due diligence process; Brown & Brown’s ability to retain Hays’ clients following the transaction; the post-transaction performance of the operations acquired from Hays combined with Brown & Brown’s operations; material adverse changes in the business and financial condition of Hays, Brown & Brown, or both, and their respective clients; material adverse changes in economic conditions in the markets Brown & Brown serves and in the general economy; management’s decisions after the transaction regarding employment positions with Brown & Brown; the inability of certain individuals to fill certain positions with Brown & Brown after the transaction; changes to management’s strategy, including the future strategic decisions regarding its insurance carrier relationships and/or the products and services it offers its distribution partners; future regulatory actions and conditions in the states in which Brown & Brown conducts its business; competition from others in the insurance agency, wholesale brokerage, insurance programs and service business.  Further information concerning Brown & Brown and its business, including factors that potentially could materially affect Brown & Brown’s financial results and condition, as well as its other achievements, is contained in Brown & Brown’s filings with the Securities and Exchange Commission.  All forward-looking statements made herein are made only as of the date of this release, and Brown & Brown does not undertake any obligation to publicly update or correct any forward-looking statements to reflect events or circumstances that subsequently occur or of which Brown & Brown hereafter becomes aware.

Abby Ferri Joins Hays Companies As Vice President

Abbi Ferri headshotHays Companies announced Abby Ferri has joined its Minneapolis operations as Vice President. She will be responsible for helping build the national construction practice through her experience and expertise in safety and risk management.

“We are excited to have Abby join our growing construction division at Hays,” said Tim Boberg, President of Property and Casualty-Minneapolis. “She brings valuable risk control experience, entrepreneurship and leadership to her new role.”

Ferri has more than 15 years of experience in construction risk management. In 2012, she founded The Ferri Group, LLC where she provided risk control, program development, training and regulatory compliance for her clients.

Abby is an adjunct professor in the Construction Management Program at Dunwoody College of Technology. She is also President-elect of the Northwest Chapter of American Society of Safety Professionals (ASSP) and Administrator of the Women in Safety Excellence common interest group of the ASSP.

“I feel that my experiences have led me directly to my new position at Hays. I love working with construction companies and general contractors, and I aim to ensure the industry thinks of Hays first for their risk management needs,” said Ferri.

Ferri can be contacted via phone at 612-486-4796 or email at aferri@hayscompanies.com.

ABOUT HAYS COMPANIES

Hays Companies is one of the fastest growing risk management, insurance and employee benefits advisors in the country. Our philosophy of delivering the highest-quality, customer-focused service has led to significant growth for 20 years. Today, the company includes 700+ experienced professionals in more than 30 locations throughout the United States. For more information, contact Andrea Field (afield@hayscompanies.com) or visit our website at hayscompanies.com.

Hays Companies Named “2018 Elite Agency”

Circle of stars with Elite Agency 2018 text in centerHays Companies is delighted to announce that we have been named a 2018 Elite Agency by Insurance Business America (IBA). This is the second consecutive year we have received the honor.

The Elite Agency designation is awarded to the Top 35 brokerage firms across the country, who in 2017 achieved at least $25 million in revenue and indicated by the end of Q2 2018 that they will once again accomplish year-over-year growth.

Per IBA, this award goes beyond transactions to reflect the depth and excellence of the organization’s producer training initiatives, mentorship programs and community outreach efforts. In short, being named an IBA Elite Agency is synonymous with being the best in business.

For our teammates, this award is especially reflective of the entrepreneurial spirit that we have worked so hard to build and maintain. We’re proud to be recognized amongst our peers and extend our congratulations to the other awardees. To view the complete list, please click here.

About IBA

International Business America is an independent industry publication, targeted towards commercial agents and advice professionals.

Hays Companies Names Frank Bacon As National Pharmacy Consultant

MINNEAPOLIS, MN – Frank Bacon has been named as a National Pharmacy Consultant within Hays Companies.  The Pharmacy Practice serves employee benefits clients to better manage the effective delivery of prescription benefits while maximizing cost efficiencies within organizations.

Bacon joined Hays Companies in 2016, bringing over ten years of pharmacy experience with him. Prior to coming aboard the Hays team, Bacon served as a PBM Network Pricing Consultant for one of the nation’s largest Pharmacy Benefit Managers. He draws on that experience while advising Hays’ clients on how to best manage and mitigate prescription related costs. Bacon’s unique insights are invaluable in navigating the complicated pharmacy benefits systems.

His new responsibilities will include advising Hays clients in PBM contracting and pharmacy benefit design.

If you have any questions regarding Hays Companies Pharmacy Practice, please reach out to your local Hays Consultant or contact employeebenefits@hayscompanies.com

Hays Companies of Wisconsin A Top Work Places for 2017

Hays Companies of Wisconsin has been named as one of Wisconsin’s Top Workplaces by the Milwaukee Journal Sentinel, for the seventh year in a row.

In 2017, there were 1,350 companies invited by the Journal Sentinel to participate in the survey. Employees of the surveyed companies were asked questions revolving around how the employees felt about their job, their view on organizational health, as well as employee engagement. Here are a few of the comments that helped Hays Companies of Wisconsin earn this honor in 2017:

“The people that work here are genuine, sincere and hard-working people. The people make a business and we have the best.”

“I am surrounded by people who want to be here and do their job well.”

“We employ wonderful people who make coming here easy. And if you need help, everyone is there as a resource.”

At Hays Companies, we’ve created a synergy between teams that’s unmatched in the industry. Our employees thrive within the innovative environment that our founding partners helped to cultivate, providing a rich and meaningful workplace that ultimately best benefits our clients.

Hays Companies is one of the fastest growing property and casualty and employee benefits advisers in the country. As a privately held company owned by its managing employees, there are no outside interests or agendas to distract our employees from the business of insurance and risk management. We focus exclusively on meeting the goals established by our clients. Hays Companies is built to be flexible and we collaborate with clients to find business efficient solutions that can be improved upon incrementally over time. Our 700+ team represents a dynamic, entrepreneurial assembly of the best and brightest in the industry.

Hays Financial Group Welcomes James Miley as Vice President

MINNEAPOLIS, MN – James Miley has joined the Hays Financial Group as a Vice President. A division of Hays Companies, Hays Financial Group provides investment, wealth management, and fiduciary services on behalf of their clients.

Miley brings with him 10+ years of experience in wealth management with a focus on corporate retirement planning, which was accrued in his former role as a Financial Advisor at RBC Wealth Management and Merrill Lynch, respectively. Miley has also achieved the Chartered Retirement Planning Counselor certification from the College of Financial Planning and the Accredited Investment Fiduciary® (AIF®) from FI360, which he acquired to better serve his client’s retirement planning needs and to help the ever-evolving 401(k) market. In 2016, he was listed as one of the top 401 Retirement Plan Advisors by the Financial Times.

In his new role, Miley will continue to relentlessly pursue his client’s desired outcomes, offering personalized advice and access to the specialized investment services demanded by sophisticated investors. His listening skills and passion for successful outcomes keep him engaged in helping clients coordinate their financial affairs.

When he isn’t working, James can be found training for an endurance event, spending time with one of his four children, or participating in an event for one of the many non-profit organizations of which he is a volunteer and board member (notably: Boys & Girls Club, Nativity County Fair, and the St. Thomas Academy Alumni Association).

* The AIF designation signifies knowledge of fiduciary responsibility as well as the ability to implement policies and procedures that meet a defined standard of care.

Brian Whinnery named a “2017 Young Gun”

Brian Whinnery, director of Hays Financial Group at Hays Companies, has been named a “2017 Young Gun” by the National American Retirement Association (NAPA). The award recipients are recognized as the future leaders of the retirement plan advisor industry. Congratulations, Brian!

To read the full article, please click here.

Centered on fiduciary governance for employer groups and the individual financial goals of their employees, Brian provides customized solutions in the qualified retirement plan space. Brian was formerly a financial advisor at RBC Wealth Management for over 5 years prior to joining Hays Companies. He has over 12 years of corporate retirement plan experience and was previously named by the Financial Times as one of the top retirement plan advisors in the country in 2015.

If you have any questions, please contact Brian Whinnery at bwhinnery@hayscompanies.com

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Hays Companies Ranked in Top 25 in The 100 Largest Brokers of U.S. Business List

Hays Companies was listed again as one of the top 100 largest insurance brokers in the United States by Business Insurance, a leading commercial publication to the insurance industry. The list was based on 2015 brokerage revenues of U.S based clients. Hays Companies ranked 21st this year and achieved over a nine percent revenue increase from 2015, holding a position in the top 40 brokers for more than a decade.

With over 20 years in the business, Hays Companies is based in Minneapolis, MN, with 30 locations nationwide and over 700 expert professionals. Hays Companies has continued to grow while maintaining independence and an industry leading 94 percent client retention rate.

“Our customers are at the center of everything we do,” explained Jim Hays, CEO of Hays Companies. “Each year, we are growing organically and extending our reach to better meet the needs of our clients. We will continue to be an industry leading company by going above and beyond to ensure we are the broker of choice for our customers.”

Click here for the full list. A subscription may be required.