Building a network of growing, innovative and ambitious independent agencies to ignite growth through partnerships.
Building a network of growing, innovative and ambitious independent agencies to ignite growth through partnerships.
This is a truly differentiated model. RTA is bringing an alternative solution to the market - we're like a strategic investor with deep M & A experience and very specialized GA capabilities. By targeting the benefits firms focused on positively impacting the client rather than the carrier as our Founding Partners and letting them decide who is good enough to join our network - we set the bar high.
Most importantly, we believe that this isn't an industry that should rest on the status quo. We are deeply committed to being indispensable to our clients. We make quantifiable impact on their business and we transform their investment in healthcare by bringing a customer-obsessed core value to everything we do. Placing insurance is not why RTA exists, it's a byproduct of more important work - transferring risk away from the employees and the employer so they can focus on growing their businesses.
Hasan is a 3rd time Entrepreneur with 2 exits to Private Equity backed Strategics. Hasan's expertise came from CIGNA and Guardian where he created programs for employers with 25-1000 employees. As the #2 rep nationally in his 3rd year, Hasan knew he wanted his own consulting firm. Through rapid growth and accolades, Hasan led his firm through being acquired by a Private Equity backed platform with an "integrated" model.
Using hindsight to allow him to clearly understand how to build a better option than the market offers today, one that is purposely built to be a collaborative network of partners & developing capabilities or resources based upon direct feedback from the partners who join the RTA journey.
Mr. Pauls is an experienced executive with over 30 years of senior leadership experience in the insurance industry. Mr. Pauls has been on the executive leadership teams of three of the top 20 insurance agencies in North America today.
In addition to holding positions as CFO, COO, CSO and CEO Mr Pauls has been involved in 200 plus agency acquisitions during his career including leading IPO’s on both the TSX and NYSE. Mr. Pauls has a passion for developing people to create the next generation of leaders while creating engaged sales and operations teams to achieve growth and excellence
Prior to becoming an entrepreneur, Lester had 5/6 consecutive years at Willis as a top 5 consultant, growing a $3.5 Million benefits book by age 29. Lester subsequently led national sales for an On-Site Health Clinic company, when Willis asked Lester to return as the youngest ever C-Level Executive and he served more than three-years as Executive Vice-President and Chief Growth Officer for Willis’ Human Capital Practice,
As leader of the $350 Million operation within Willis, Lester identified how to drastically improve growth and did so by creating Next Impact, LLC, a rapidly growing wholesale benefits arm designed to serve the mid-large market self funded programs.
We offer a market competitive process that is grounded in collaboration instead of negotiation.
You've spent countless hours building the value of your firm and we want to ensure you can de-risk and put your family in the position to realize the value of your business and enable you to take up to 100% of the transaction in cash off the table.
You maintain your branding, internal systems, leadership structure and you decide what part of our shared services you want to utilize and what you don't.
We have seen what happens when Entrepreneurs are turned into corporate employees and for successful, growing agencies, we believe the value is in identifying growing partners and being resources to partner with them to keep growing. No deal is the same but we collaborate to define exactly what you want help with and what you want to retain control over.
We know that being independent can pose challenges regarding having the capital to invest in the technology solutions transforming our industry.
We retain your brand but convert your website and digital presence to allow your organic growth to catapult. We put groups of specialty teams together to evaluate which technologies could transform the industry. You never have to be worried about trying to make technology investments. We have an accessible capital base and dedicated team constantly studying the marketplace to keep your team equipped with access to the best solutions.