Headquarters:
401 North Michigan Ave., Suite 2400, Chicago, IL 60611
Year founded:
2024
Number of employees:
900
Phone:
314 346 8327
Email:
Marketing@Wholesure.com
Website:
wholesure.com
LinkedIn:
linkedin.com/company/wholesure
Wholesure
Brian Fischer
Managing Director of P&C Wholesale
Zach Blaetz
Head of Growth, Central Region
John Donahue
Head of Growth, Western Region
Leadership
Brian Fischer has been involved in the carrier, specialty programs, and agency sectors of the insurance marketplace for nearly 40 years. With diverse experience in commercial, underwriting, loss control, and sales, he now serves as Wholesure’s managing director of P&C wholesale, continuing to lead the company to success across all markets.
Managing Director of P&C Wholesale
Brian Fischer
Formerly the sales director of Wholesure Legacy Partner Appalachian Underwriters, Zach Blaetz now serves as Wholesure’s head of growth - central region. He brings over a decade of sales experience and leadership to Wholesure’s central region. He is adept at developing and executing sales strategies that drive revenue growth and is committed to delivering exceptional customer service.
Head of Growth, Central Region
Zach Blaetz
John Donahue serves as Wholesure’s head of growth - western region. Formerly the president of MJ Hall and Company, a Wholesure Legacy Partner, Donahue brings over 30 years of insurance leadership experience to his current role.
His ability to form enduring relationships and create memorable connections with agents is widely recognized, making him an invaluable resource to his team.
Head of Growth, Western Region
John Donahue
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John Paterno
Head of Growth, Northern Region
John Paterno is Wholesure’s head of growth, Northern region. Previously, he served as the growth leader for Northeast Coverages, a Wholesure Legacy Partner. With over 40 years of management and growth experience, he offers a wealth of knowledge and insight into the unique challenges faced by Wholesure as it continues its rapid expansion. His extensive background in the insurance industry makes him an invaluable asset to the Northern region.
Head of Growth, Northern Region
John Paterno
David Fiske
Wholesale Practice Leader
David Fiske serves as the P&C Practice Leader at Wholesure. With nearly 30 years of insurance experience and a strong commitment to innovation and excellence, David has made significant contributions to the company's wholesale insurance practice. He emphasizes continuous improvement, innovation, and the need for agile responses to market changes His leadership and strategic direction have been integral to the growth and success of Wholesure.
Wholesale Practice Leader
David Fiske
Wholesure is one of the fastest growing wholesalers, binding authorities, and MGAs in North America. They serve P&C, Specialty, Life, and Employee Benefits with broad market access.
The Chicago-based firm’s culture is defined by a strong sense of innovation, collaboration and excellence, which fosters an environment where employees are encouraged to bring unique solutions to the table and work together as a team.
The core values which shape the company’s identity are:
“Monarch E&S has the products, talent, expertise, and reputation to get deals done with our strategic partners and clients, which is essentially table stakes”
Yiana Stavrakis,
Monarch E&S Insurance Services
Rhonda Henze
Head of Contract Binding
Robb Williams
Head of Brokerage
Julie Prewitt
Senior Vice President, Marketing
Simon Williams
Chief Strategy & Distribution Officer, Arch Insurance International
and Active Underwriter, Syndicate 1955
Rhonda Henze is an accomplished executive serving as the head of contract binding at Wholesure. With over 27 years of experience, 14 of which were served with Legacy Wholesure Partner Appalachian Underwriters, Henze has demonstrated exceptional leadership and strategic expertise throughout her career. With her guidance, Wholesure’s binding divisions are sure to succeed and grow exponentially.
Head of Contract Binding
Rhonda Henze
A seasoned insurance veteran with over three decades of broker and leadership experience, Robb Williams serves as Head of Brokerage for Wholesure. As the former president and CEO of Founders Professional (a Wholesure Legacy Partner), Williams brings an unparalleled depth of industry knowledge to his role.
Head of Brokerage
Robb Williams
Julie Prewitt has worked on nearly every aspect of marketing and advertising in her nearly 20 years in the industry. Her team at REInsurePro manages branding, advertising, events, content, digital campaigns, and agent engagement and plays a key role in product development.
Senior Vice President, Marketing
Julie Prewitt
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
maintaining an in-house team of more than 20 programmers to facilitate fast improvements
direct bill options to streamline the payment process for the agent and the insured
providing IVANS policy downloads that enable up to 30 percent labor savings to independent agencies
delivering online capabilities including rating, policy documents, payments, and claims reporting
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“We will continue to strengthen our service proposition and customer experience as a key differentiator, as we build on the momentum we have achieved to date across multiple business lines and territories,” says McLean. “Our im is to continue to grow our market relevance and strengthen our partnerships with our strategic brokers as we expand our leadership position in key sectors.
“We will also continue to invest in talent. We are committed to drawing from the broadest pools of talent, and to creating an environment that attracts and retains stellar employees. We recognise the importance of building teams that are diverse, collaborative, and innovative and are dedicated to cultivating a supportive and inclusive workplace culture in which all our employees can thrive.”
Part of a competitive industry, Wholesure’s success lies with its robust technological advancements, strategic acquisitions, and data-driven decision-making. It has adopted a leading-edge approach of integrating advanced technologies, such as AI and machine learning, with traditional insurance models enabling it to offer tailored solutions that meet specific client needs.
The firm has a stellar reputation for delivering an excellent customer service, product knowledge, and rewarding user experience. This is reinforced by new offerings, continued reliability and an ever-expanding cadre of experts to support agents.
Their platform offers a diverse range of focus areas, ensuring agents are able to find the solutions they need.
Managing Director of Wholesure, Brian Fischer explains, “We provide access to numerous industry practice experts who can offer valuable insights and assistance, as well as complete, submit-to-bind online experiences that allow agents to proceed at their own pace.”
There is an internal emphasis on creating an all-encompassing online experience for agents and to continually refine this.
“Automation will happen behind the scenes to create a simpler user experience and allow for agents to receive information that is tailored to their needs and interests,” says Wholesale Practice Leader David Fiske. “The technology and automation that Wholesure utilizes is growing and becoming more innovative every day, keeping pace with today’s ever evolving online customer journeys.”
Maintaining this momentum is key in enabling Wholesure to continue to expand its platform for agents across all sectors.
The company has assembled a visionary leadership team led by Brian Fischer. As a group their collective efforts in driving innovation, creating robust partnerships, and prioritizing customer satisfaction have been fundamental in cultivating a strong market position.
IBA recognized the firm as a 5-Star Wholesale Broker and MGA 2025 for its holistic and comprehensive range of services.
We bring speed, expertise, and personal service; enabled by technology, agents always have the support they need when they need it,” comments Head of Contract Binding Rhonda Henze.
Looking to the future and embracing change is a fundamental part of Wholesure’s success-driven mindset. It aims to continue developing and providing a seamless user experience.
Brian Fischer adds, “Expanding our markets and creating a one-stop shop for small to middle market business drives our vision to be a “best-in-class” wholesale and specialty insurance solutions provider. We are excited to be taking this journey”
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Continuous improvement
Furthermore, talent acquisition and retention pose a significant challenge and are at the forefront of most business leaders’ minds during this unique time. The insurance industry has been aware for years of a looming talent shortage caused by the Baby Boomer generation’s retirement and is now experiencing a war for talent.
“Monarch has been able to overcome this talent acquisition challenge by staying true to who we are, a family environment with national resources, which is something we will continue to encourage and promote,” says Stavrakis. “When working for a team like ours, you are not another cog in the wheel but have the opportunity to make your mark and grow with us as we build out Monarch 2.0.”
Monarch E&S Insurance Services is licensed in every state and is continuously finding ways to enhance its team, client, and carrier partner experiences. Get ready for the royal treatment as Monarch 2.0 expands digitally.
“I am very proud of our young and dynamic leadership team. Our firm’s outstanding performance is a result of their positive communications with our people, superb carrier relationships, and proactive management style”
Derek Borisoff,
Monarch E&S Insurance Services
Yiana Stavrakis,
Monarch E&S Insurance Services
