The Value of Independent Brokers

PURE is proud to partner with the finest independent brokers in the U.S. This network provides PURE with a powerful salesforce with community and professional relationships we simply could never replicate. Their independence provides an important value to PURE, and they allow us to maintain our underwriting discipline, as they can find alternative insurance providers who may be interested in business that doesn’t fit PURE’s appetite.

Your broker provides an even greater value for you. Their expertise and independence reinforce the simple idea that they exist to serve as your best advisor. We hope to earn more and more of their best business, but we expect the brokers who work with PURE to always put their clients’ interests first.

We feel confident the network of PURE-appointed brokers represents one of the most elite groups of independent insurance professionals in the industry.

HIGHLY SELECTIVE APPOINTMENT PROCESS

Of the more than 600 brokers who applied for appointment with PURE in 2018, we accepted only 28%. Our careful selection process helps strengthen our broker partnerships and deliver a better member experience.

 
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REPRESENTATION ACROSS THE COUNTRY

We have partnerships with independent brokers throughout the U.S. They range from very large firms with multiple offices across the country to very small, family-owned single-office operations. This gives members the flexibility to work with the broker that best suits their needs. We launched PURE Connect to become more accessible to members in areas where we were previously under-represented. PURE Connect works with brokers who align with PURE’s values but do not meet the volume requirements needed to support a traditional appointment.

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From left to right: Jennifer Berry, Managing Advisor, Private Risk Management; Laura Sherman, Founding Partner, President of Family Office Practice; Kelly Nash, Managing Director, Private Risk Management.

From left to right: Jennifer Berry, Managing Advisor, Private Risk Management; Laura Sherman, Founding Partner, President of Family Office Practice; Kelly Nash, Managing Director, Private Risk Management.

BROKER SPOTLIGHT: BALDWIN KRYSTYN SHERMAN

Baldwin Krystyn Sherman (BKS) is a company whose purpose and history parallels ours. Founded in 2006 (within months of PURE’s inception) by three well-respected insurance industry trailblazers, Lowry Baldwin, Elizabeth Krystyn and Laura Sherman, BKS has expanded from a single location to one of the largest and most respected firms in the high net worth insurance niche. They have created a culture centered on delivering exceptional service to their clients. Along the way, they’ve produced organic growth through the development of a Family Office Practice and several joint ventures with realtors, wealth advisors and yacht brokers. They’ve also grown and increased their expertise through the acquisition of other firms and teams in other parts of the country, far from their roots in Tampa.

The Family Office Practice of BKS is led by founding partner and PURE member, Laura Sherman, an industry veteran who has known the PURE executive team for many years. Laura has been awarded the Private Client Power Broker award and been recognized as one of the Elite Women in Insurance.

Recently, BKS earned the highest recognition in its category at the 2019 Private Asset Management Awards: Best High Net Worth Broker.

“We are proud of the passion and grit of our team members,” said Laura Sherman. “We have a group who cares deeply about the service and experience we provide to clients, and who are always looking to improve and remain on the vanguard.”

BKS and its employees are also dedicated to the communities they serve, supporting more than 40 nonprofit and charitable organizations, including Meals on Wheels, The First Tee of Tampa Bay and Children’s Dream Fund.

We are proud to partner with BKS and the many other exceptional brokers in our network, many of whom have also been recognized for the service and advocacy they provide to their clients.