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
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IT consultants