Client list

Some clients we've served since 1984

Aetna
insurance

Allenbrook
insurance software

allMass Group
insurance agency network

Amaxx Risk Solutions
worker’s comp cost control

Annuity Advantage
Online annuity marketplace

Applied Insurance Research
insurance software

AscendantOne
insurance software

Atlantic Capital Management
financial advisor

Boston Software
insurance agency software

Brinton Eaton Wealth Management
financial advisors

Cambridge Leadership Associates
leadership consultants

Clear Technology
insurance software

Frank Congemi
financial advisor

Cognistar
lawyer education online

E.G. Bowman Company
insurance broker

Effisoft USA
reinsurance software

Emerson Consulting Group
publishing and thought leadership

Farmers Financial Solutions
broker-dealer

Farmers Insurance
multiline insurer

Fidelity Bank
community bank

Fidelity Investments
financial services

Financial Advantage
wealth management

Finnegan, Underwood, Ryan & Tierney
law firm

Fire Restoration Services of New England
fire-restoration specialists

Global IQX
employee benefits software

GoodWorks Insurance
insurance agency

The Guardian Life Insurance Company of America
life and health insurance

The Hanover Insurance Company
property-casualty insurance

InstantCard/Credential Verification Service
cloud-based ID cards

InSystems
insurance software

Intertech Engineering Associates
medical device engineering

John Hancock Financial Services
mutual funds & insurance

Law Firm Development Group
sales training

Lawyers Service Center
estate planning service

Lotus Development Corp.
software

The LTC Coach
sales training

The Market Planning Group
software and consulting

Massachusetts Interlocal Insurance Association
municipal insurer

Mphasis Wyde
insurance software

Mutual Fund News Service
news service

National Association of Credit Managers
professional association

National Homestead
title clearing

Nationwide Financial
financial services

New England School of Law
law school

Nonprofits' Mutual
insurance

North Bridge Advisors
banks-in-insurance consultant

OPTIS Partners
insurance agency consultants

Pacific Specialty
property-casualty insurer

Palisades Hudson Financial Group
financial advisor

Plymouth Rock Assurance Corp.
insurance

The Putnam Companies
mutual funds

QuantShares
exchange-traded funds

Rodenhiser Companies
plumbing and HVAC contractor

Roxbury-Highland Bank
community bank

Scene Genesis
claims technology

Senior Care Associates
financial advisor

Stoneham Savings Bank
community bank

Sherwood International
insurance software

Special Agent
agency management systems

Thomson Management Solutions
insurance consultant

USA Risk Group
captive insurance management

Wayside Youth & Family Support Network
social services provider

West Suburban Imaging Center
MRI center

Winer and Jones, LLC
financial advisor

Wolf, Greenfield & Sacks, P.C.
law firm

Wyde
insurance software

X by 2
IT consultants