Headquarters:
202 Broad Street, Suite 100, Riverton, NJ 08077
Year founded:
2018
Number of employees:
3
Phone:
609 923 5280
Email:
info@strategicagencypartners.com
Website:
strategicagencypartners.com
LinkedIn:
linkedin.com/company/strategicagencypartners
“We prioritise embracing cutting-edge technologies, creative problem solving and continuous improvement to enhance our premium funding solutions and provide exceptional value to our clients”
Brett Bastow, IQumulate Premium FundinG
John K. Tiene
Agency Owner and SAP Managing Partner
Alyssa Delaney
Brand, Marketing, and Event Management
Karen Murdock
Recruitment Consultant
Leadership
With 40+ years of industry experience, John K. Tiene has led SAP since its inception. Strong carrier partnerships, a focus on new business growth, and an unwavering belief in the independent agency channel define his approach.
Agency Owner and SAP Managing Partner
John K. Tiene
Alyssa Delaney helps member agencies stay focused on reaching their agency goals by using dynamic organizational and multitasking techniques. She elevates achievements through proven communications and marketing strategies. Delaney believes that anticipating multi-department needs makes all the difference in running a smooth agency.
Brand, Marketing, and Event Management
Alyssa Delaney
After an extensive career at several major insurance companies, Karen Murdock works with independent agencies to access the benefits of Strategic Agency Partners. Her deep understanding of operational management and marketing strategies makes her invaluable to SAP and its member agencies.
Recruitment Consultant
Karen Murdock
John A. Latimer
Agency Owner and SAP President
John A. Latimer serves as president of SAP. He succeeded his father, John S. Latimer, in the early 1990s, assuming leadership of the Walter S. Barclay Agency. Today, the agency is known as The Barclay Group, reflecting decades of growth and a number of agency acquisitions.
The Barclay Group is one of the largest family-owned agencies in Southern New Jersey. Beyond serving the needs of its commercial and personal insurance clients, the agency has a long history of insuring public entity organizations, such as school boards, municipalities, utility authorities, and emergency squads.
Agency Owner and SAP President
John A. Latimer
Dave Stanton
Agency Owner and SAP Vice President
Dave Stanton serves as vice president of SAP. Stanton and his wife, Christina, have insurance in their blood. Both their families have been involved in insurance on the agency and carrier sides of the business.
When they established their own agency in 1993, they had a simple vision – to develop a respected independent insurance agency in New Jersey that would follow in the footsteps of their families. They have been very successful in bringing that vision to life.
Today, their independent insurance agency has four locations in New Jersey. Their team of agents collaborates with their carrier partners to serve their growing family of clients.
Agency Owner and SAP Vice President
Dave Stanton
Stevens & Associates Lawyers is a leading and trusted employment law firm based in Sydney known for delivering high-quality legal expertise in the area of employment law and industrial relations across Australia, alongside a proven track record of effectively and swiftly resolving a variety of workplace law issues.
In the past year, the firm’s growth has been notable. It has:
• experienced a 213% growth in the number of client matters, increasing from 149 client matters in the 2022 financial year to 390 client matters in the 2023 financial year
• improved its online visibility, leading to over 50 online enquiries each month and a conversion rate of client leads of up to 40%
• significantly expanded the breadth and type of matters that it advises on day to day, which has increased the firm’s skillsets, diversity and resilience
• expanded its community outreach by collaborating with local Sydney venues for client seminars and continuing active participation in a Sydney small/family business group
Stevens & Associates Lawyers has adapted to digital trends by implementing an effective strategy with SEO and web design, resulting in a structural shift that has seen increased representation of employees where the firm previously mainly advised employers.
The firm’s recognition as a “Fast Firm” attests to its momentum in the employment law space.
“IQumulate is on a technology journey, and we’re just getting started”
Wayne Tower,
IQumulate Premium Funding
John Kuvshinikov
Chief Human Capital Officer
Oscar Miniet
Chief Commercial Officer
Carol Smith
Chief Operating Officer
Pam Chhabra
Manager – Residential Strata
As chief human capital officer, John Kuvshinikov is responsible for developing and implementing the strategy, programs, and processes that support our team members’ growth to achieve Renaissance’s business objectives. Since his appointment, Kuvshinikov has focused on building a unified, connected, inclusive, and high-performing culture where team members feel empowered, respected, and engaged to drive the growth of our firm.
Throughout his career, he has served as a trusted advisor to C-suite leaders, possessing extensive experience in enabling organizations to innovate and accelerate growth, build talent capability, and lead organizational change and culture transformation in both growth-stage and mature businesses.
Chief Human Capital Officer
John Kuvshinikov
Oscar Miniet leads Renaissance’s national new business team, driving agency growth through strategic business development, sales execution, and prospect engagement. He has transformed the team’s performance by implementing a discovery-based sales approach, enhancing pipeline visibility, and developing tailored service offerings aligned to the unique needs and growth objectives of independent agencies.
Working closely with sales, marketing, carrier partners, and agency prospects, Miniet helps identify opportunities, strengthen value delivery, and accelerate network expansion. His leadership ensures a disciplined, data-driven approach to new business development that supports sustained growth for both Renaissance and its member agencies.
Chief Commercial Officer
Oscar Miniet
Carol Smith oversees the strategic delivery and management of all Renaissance’s operations and services, including placement, new member onboarding, help desk and training, and agency development. Additionally, as Renaissance’s agent of record, she is responsible for licensing and compliance in all 50 states.
She integrated Renaissance’s regional operations and service platforms to operate as a streamlined national model while also restructuring our placement and onboarding services. Smith effectively increased our network efficiency and execution by serving our members while introducing a variable-cost model that reduced service delivery expenses. Her responsibilities included leading teams focused on operational efficiency and technology/automation.
Chief Operating Officer
Carol Smith
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
One culmination of these efforts has been the real-world, needs-based IQEdge solution. A one-stop online quoting tool designed for both the Australian and New Zealand markets, IQEdge delivers quotes in under 60 seconds. Plus, the solution offers quote comparison and quote versioning capabilities, enabling users to review vital historical and financial data in a single page view.
IQEdge can streamline and automate application processing, underwriting document verification and payment collection, cutting the need for manual labour and minimising processing errors. A digital “self-service” platform, IQEdge, reduces the need for customer and administrative support. Meanwhile, borrowers can access their accounts, make payments and manage their policies independently and through sales and support teams, which are always available for further assistance.
“We’ve created a quality platform that simplifies the quoting process yet amplifies the customer experience,” says Gordon. “It’s a real game changer.” IQumulate offers an online digital quoting tool to clients. The best-in-market solution enables IQumulate to tailor funding offerings to brokers that align with their prefered distribution channel.
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What does IQumulate have in mind for the future?
“IQumulate is on a technology journey, and we’re just getting started,” says Wayne Tower, CEO. “Through continuous engagement with our clients, partners, marketplace and industry, we will listen to the needs as they arise and position our business to be agile and respond to changes as they occur.
“Faster decision-making innovations such as AI-powered decision support systems can expedite the underwriting and approval process, leading to quicker responses to clients. This can improve client satisfaction and potentially attract more business, with the potential to allow IQumulate to capture a larger market share, whilst continuing to deliver service excellence to clients.”
“As forward-thinkers with a digital and ‘do it better’ mindset, we collectively and proactively look to learn and improve on our customer experience for our clients, paving the way for successful business outcomes for our clients and our business in the coming years ahead.
“We’re excited for the future and look forward to what’s on the horizon.”
Adam Basaldella
Manager – Claims
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Product Manager
Claire Watson
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
“When I took over leadership in 2021, I wanted the organization to be more than a market access platform. I wanted to build a community where members of the DAIS network truly view us as partners in their business”
Joe Stankowich,
Direct Access Insurance Services (DAIS)
“The core value proposition of DAIS has always been providing our agency partners with broad direct market access to preferred P&C carriers while leveraging the collective strength of the group to maximize agency revenue”
Joe Stankowich,
Direct Access Insurance Services (DAIS)
Ivan Verescuk
Chief Executive Officer and Managing Director
Shaun O’Brien
Head of Underwriting
Emily Walker
Head of Strata and Development
Rex Oakman
Head of Operations and Risk
Sandy Newton
Head of Underwriting
Andrew Mitchell
Manager – NSW
Michael Prokopis
Manager – Southern Region
Pam Chhabra
Manager – Residential Strata
Jeffrey Valdivia
Manager – Commercial Strata
Adam Basaldella
Manager – Claims
Strategic Agency Partners (SAP) was built on a simple belief: Through collective strength, independently owned agencies can become stronger without giving up the independence that made them successful in the first place.
SAP brings independent agencies together to create greater opportunities, stronger carrier relationships, increased revenue potential, and expanded solutions for their clients. But SAP’s value extends far beyond market access and collective scale. What makes the organization truly valuable is the support system it builds around its member agencies.
SAP takes a highly consultative, one-on-one approach to partnership. Rather than offering a one-size-fits-all model, the organization works collaboratively with each agency to understand where it is today, where its leadership wants to go, and what resources can help it get there.
From growth strategies and carrier management to technology, operational resources, talent development, and perpetuation planning, SAP serves as a strategic companion throughout an agency’s journey.
That philosophy is reflected in the organization’s name: Strategic Agency Partners. Each independently owned and operated agency is treated as a partner, and SAP’s role is to strengthen that agency – not to redefine it.
At Strategic Agency Partners, success isn’t measured by how much an agency becomes like SAP. It’s measured by how much stronger that agency becomes because SAP is standing behind it.
It’s not about us. It’s about your agency.
Built around partnership
The DAIS approach reflects a deliberate vision of what an insurance agency network should be. Senior vice president Joe Stankowich has been involved with DAIS since 2015 and assumed leadership in 2021. Since 2015, the network has grown from 13 retail agency partners to more than 140 independent insurance agencies nationwide.
“The core value proposition of DAIS has always been providing our agency partners with broad direct market access to preferred P&C carriers while leveraging the collective strength of the group to maximize agency revenue,” Stankowich says.
“When I took over leadership in 2021, I wanted the organization to be more than a market access platform. I wanted to build a community where members of the DAIS network truly view us as partners in their business.”
A high-touch model at scale
Despite its growth, DAIS maintains a high-touch approach. Every partner has direct access to senior leadership, which serves as a trusted advisor on operations, strategy, and growth.
The network continues to expand carrier relationships, technology resources, and business solutions that help agencies compete and grow. Through educational webinars, agency roundtables, and an annual conference, DAIS has created a collaborative community that extends beyond market access.
For agencies seeking direct carrier access, profit-sharing opportunities, and true partnership, DAIS offers a compelling alternative to traditional insurance aggregators, agency clusters, and insurance agency alliances.
