Partners in Progress
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Steve Chaloult
810.537.1336
www.usiaffinity.com
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When the CCBA launched its Partners in Progress program in 2006, it entered into discussions with
several administrators to offer CCBA members a Professional Liability Insurance program as well as a
qualified Employee Benefits and Wealth Management consultant. Our purpose was to ensure: 1) that the
program provided a quality, cost-competitive, accessible product, 2) that members were being well-served,
(even those with high risk areas of practice who have had difficulty getting coverage) 3) members had
access to a qualified agency for their employee and business needs, and 4) that the Bar association itself
was well-served as an institutional "client."
After much due diligence and discussion, the CCBA entered into a partnership with USI Bertholon-Rowland, the
USI Hackensack, NJ office in Bergen County and Zurich North America. USI is the nation's largest bar
administrator of bar association lawyers' professional liability (LPL) programs and so brings both superior
expertise and market strength to the table. Its long-time association clients include the New York State Bar,
the Pennsylvania Bar, the Philadelphia Bar and the Maryland Bar Associations, to name just a few. They have a
dedicated, experienced team and are pleased to expand their relationships with our members and your firms. The
New Jersey office has also been supporting the insurance needs of local attorneys through its partnerships with
the Bergen, Essex and Middlesex County Bar Associations. On an open brokerage basis, USI Affinity has the
ability to access every competitor in the marketplace. It has been in the insurance business for over 100 years,
in the LPL market for over 40 years and serves 125,000 lawyer insureds. In addition to professional liability
services, experts in the local office can provide CCBA members and firms with wealth management and employee
benefits services, including but not limited to personal financial planning, life & disability income insurance,
and qualified retirement plans.
For your insurance needs or additional information visit
www.usiaffinity.com or contact .
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