Headquarters:
1 Toronto Street, Suite 805, Toronto, ON M5C 2V6
Year founded:
2018
Number of employees:
11-50 employees, 52 associated members
Phone:
+1 416 583 3745
Email:
info@boxxinsurance.com
Website:
boxxinsurance.com
LinkedIn:
linkedin.com/company/boxxinsurance
“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”
Saray Uribe,
CharSan Insurance & Consulting
Vishal Kundi
Chief Executive Officer and Co-Founder
Phil Baker
Chief Underwriting Officer and President, BOXX Canada
Michelle Diniz
Head of Global Operations
Leadership
Lara York joined InsCipher in 2018 with more than 20 years of insurance industry experience in claims and compliance. In her role as VP of operations, she oversees the company’s compliance, licensing, tax filing, and accounts payable departments. York earned her bachelor’s degree in business administration from Concordia College in Moorhead, MN, and has obtained the SILA-F, AIC, and CPCU professional designations.
Vice President of Operations
Lara York
Covey Ogden is an adaptive strategist and an influencer with over 15 years of professional experience in product and project management. Analytical at heart, he loves taking on difficult challenges and finding creative solutions that others don’t see. He has practical experience in team leadership, improving business processes, driving sales through product positioning, and effectively leading and communicating with multiple departments. He is very passionate and competitive about his work. In his free time, Ogden loves relaxing with his wife and four kids, watching sports (Utah Jazz fan), movies, reading, chess, fishing, golfing, camping, skiing, and politics.
Vice President of Product Management
Covey Ogden
Elizabeth Radka brings a decade of insurtech experience to her role as VP of customer success. In this position, she oversees the implementation, customer service, and technical support teams, ensuring the wellbeing of all clients throughout their partnership with InsCipher. Her primary focus is helping brokers reach their short- and long-term business objectives by leveraging product features and workflow efficiencies and by providing best-in-class (yet scalable) customer service. Radka is a lifelong learner with a passion for collaborative leadership and gets a genuine thrill from bearing witness to the successes of those around her. Outside of work, she is an avid gardener who loves live music and every dog she’s ever met.
Vice President of Customer Success
Elizabeth Radka
“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”
Saray Uribe,
CharSan Insurance & Consulting
Leadership
“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”
Saray Uribe,
CharSan Insurance & Consulting
Leadership
Stephanie Banning
Head of North American Cyber & Technology Underwriting
Jason Russon, VP of sales and marketing, joined InsCipher in 2019 and has led the sales department to achieve over 10x growth during that time. Collaborating with the product, development, operations, and customer success teams, he focuses on maximizing company profit and client value while nurturing InsCipher’s extensive partner network. Russon has a degree in finance and an MBA from the University of Utah.
Vice President of Sales and Marketing
Jason Russon
Paige Stiefel
USA Head of Operations
A highly regarded commercial finance specialist at Rethink Financing, Andrew Tan empowers clients to achieve their financial goals. Awarded the 2023 Elite Broker Rising Star Award by Outsource Financial and the 2023 Elite Broker Award by CBA, he brings over 12 years of corporate experience honed at KPMG and finance leadership roles held across ASX 50 companies.
Leveraging his extensive corporate experience and chartered accountant background, he develops unique strategies that unlock the full potential of each client’s property portfolio, exceeding traditional financing limitations.
Tan’s unwavering commitment to exceeding client expectations fosters collaborative partnerships, solidifying his position as a trusted adviser and a valuable asset for achieving long-term success.
Broker
Andrew Tan
InsCipher is a leading insurtech company specializing in surplus lines tax automation. It empowers insurance companies to accelerate their surplus lines tax filing and reporting processes. The firm offers tailored solutions that cater to the unique needs of insurance agencies, providing flexibility to choose the approach that best fits their demographics and requirements.
InsCipher’s experienced team of compliance and software experts is driven by a commitment to treating clients’ businesses as their own. Professionals across the industry rely on InsCipher to simplify surplus lines compliance, save time, and reduce cost.
Dominic Steptoe
Chief Product Officer
Steve Penney
Chief Technology Officer
Alain Jullienne
Chief Financial Officer
Simon Williams
Chief Strategy & Distribution Officer, Arch Insurance International
and Active Underwriter, Syndicate 1955
Dean Nguyen, a trusted finance expert, is poised to guide clients through their financial journey. His approach transcends merely addressing current objectives and requirements; he meticulously incorporates future plans and potential opportunities into the equation.
Nguyen firmly believes that the ultimate goal isn’t just securing a favourable rate but rather optimising financial strategy by selecting the most suitable products and structures. This distinction can yield substantial profits or savings amounting to millions over the span of a 30-year loan term.
With a wealth of experience garnered from his tenure in financial planning, Nguyen also possesses expertise in trusts, SMSFs and SPVs. Beyond the confines of his professional life, you’ll find him cheering passionately at soccer games or embarking on adventures to FIFA or Euro Football tournaments. Recently, he has also embraced his enthusiasm for Python programming.
Broker
Dean Nguyen
Meg Saraswat is an accomplished professional with over seven years of expertise in the banking and financial sector. Her journey began at Genpact (GE Money), where she kicked off her career while concurrently pursuing her accounting and finance degree. Throughout this time, she discovered her passion for mortgage brokering.
Setting Saraswat apart from her peers is her genuine dedication to her clients’ financial prosperity. She takes great pride in guiding them towards financial freedom through strategic investments and bespoke mortgage solutions. Equipped with a master’s degree in accounting, her extensive knowledge further enhances her ability to provide exceptional service to her clients.
From assisting first-time homebuyers to aiding in portfolio expansion, negotiating favourable terms for reduced interest rates and fees, or unlocking equity for future wealth creation, Saraswat is steadfast in meeting all her clients’ mortgage needs. Her professional satisfaction lies in closing deals that demand intricate negotiations and meticulous attention to detail. Her methodical approach ensures a seamless and efficient process, delivering a superior experience to her clients every step of the way.
Broker
Meg Saraswat
Moushumi Kumar stands out as a leading commercial broker at Rethink Financing, recognised with the Elite Broker Award Rising Star by outsource Financial in 2023. With an extensive background exceeding 15 years in commercial banking, including being named the country’s top business banker in her tenure, she brings unparalleled expertise to her role.
Her tenure at NAB as a credit consultant saw her entrusted with a delegated lending authority of $30 million, reflecting her exceptional acumen in assessing credit and facilitating substantial lending transactions. Her specialisation in commercial lending and her status as an SMSF lending expert further solidify her reputation as a go-to adviser in the field.
Within Rethink Financing, Kumar is valued as an integral team member, contributing her vast knowledge and strategic insights to drive the company’s success and elevate client satisfaction to new heights.
Broker
Moushumi Kumar
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
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Small business
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Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business
“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”
Saray Uribe,
CharSan Insurance & Consulting
“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”
Saray Uribe,
CharSan Insurance & Consulting
“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”
Saray Uribe,
CharSan Insurance & Consulting
employee benefits
regional retail P&C
specialty P&C
underwriting
direct-to-consumer programs
BOXX Insurance prides itself on being a unique and innovative global cyber protection and insurance provider that strives to make the world digitally safer for businesses, individuals, and families.
Headquartered in Canada with offices in Toronto, Miami, Zurich, Dubai, and Mumbai, the privately held company has earned recognition for helping clients and partners predict and prevent cyber threats. IB named BOXX to the prestigious Global 5-Star Technology and Software Providers of 2024 list.
Unlike traditional insurers, BOXX distinguishes itself in the industry through its predict, prevent, and insure approach, enabling companies and consumers to stay ahead of cyber threats. By leveraging its cutting-edge technology solutions and Cyberboxx product range, the company stands at the forefront of:
• Making its cyber insurance and security solutions easy and accessible for brokers, consumers, and partners across multiple distribution channels.
• Offering personalized customer service with real underwriters and claims teams
• Providing around-the-clock support from its Hackbusters™ team, composed of cyber security experts who help contain cyber incidents and respond to breaches “Every day, we’re improving the digital health of clients worldwide who rely on BOXX’s solutions and services to predict, prevent, and insure them against cyber threats,” says Vishal Kundi.
BOXX’s cultural pillars of embracing what makes it different, possessing grit, and promoting a respectful environment underscore its mission of making the world a digitally safer place. An experienced executive team with deep roots in the insurance industry globally, have enabled BOXX to get access to key distribution channels and lock in capacity from leading global insurers such as Zurich and Lloyd’s.
By focusing on the under-protected and under-insured, BOXX recognized that small- and medium-sized enterprises and consumers spend significant time online without adequate digital safety tools and awareness. This strategic focus, coupled with accessible tools have guided its high growth and success.
BOXX leverages technology for insights regarding cyber security, emphasizing a personalized approach to client management. “We are constantly listening to our clients to ensure we are addressing their concerns,” says Vishal Kundi. “We are nimble and agile, and we can respond to customer needs and implement them quickly.” One example is the company’s investment in developing BOXX Attack Surface Management which leverages its proprietary data to identify, predict, and prevent digital threats. Additionally, BOXX have developed an assistance-led solution to complement its Cyberboxx Business™ and Cyberboxx Home™ products. Cyberboxx Assist™ is an innovative approach to protecting small businesses that can’t access cyber insurance. The product protects SMEs against the rising threats of cyberattacks by providing a combination of cyber protection, prevention, and recovery solutions.
Since 2021, BOXX has grown from 11 to 50 employees globally. Its client base and revenues have also grown substantially, with expansion to three continents, including North America, Europe, and India. It has also undertaken Series A and Series B fundraisers valued at USD 24.8 million to support client and employee growth.
BOXX is committed to continuing to enhance and evolve its insurance products and cyber solutions for under-protected segments, with various innovations including:
· A personalized experience that provides consumers and businesses with access to real-time cybersecurity tools and support to keep them ahead of digital threats; in addition to their cyber insurance coverages.
· A repeatable and scalable underwriting and quoting platform that can be deployed cost-effectively for partner versioning.
· Enhanced cyber protection solutions for businesses and consumers including services and support served through mobile and web-based app solutions. Existing partnerships for these tools already exist with global players like Zurich, AXA and Housing.com.
more than $1 million in funds
over $2.3 million in combined monetary and in-kind donations through an annual World Food Derby initiative
2,320 volunteer hours to numerous deserving organizations, making a significant community impact
Alliant’s progress is set to continue, as underlined by Zimmer, who has confidence in the firm’s people to deliver continued excellence.
“We believe in our business plan, and it has proven successful. We don’t feel the need to change that. Our core business plan will continue to drive the company forward, complemented by new opportunities that may arise in the future.”
Turnaround time – claims
Turnaround time – new business
Overall
