Crouse and Associates Chooses Custom Insurance Solutions as Management System Provider

January 31, 2005

Texas-based Custom Insurance Solutions (CIS) has been chosen by Crouse and Associates as their MGA / wholesale management system provider. Crouse and Associates, the largest independently owned wholesale brokerage firm in San Francisco, will be implementing CIS’s Agency Information Manager (AIM) in the third quarter of 2005.

Pam Quilici, senior vice president of Crouse and Associates, noted, “We were seeking a solution to compliment our Wholesale and MGA Division’s current technology with a heavy demand in compatibility with our imaging system and other third party vendors. CIS offers a robust Agency Management System along with high quality integration with our other products. We are very excited to be partnering with CIS.”

According to Patrick McCall, vice president of sales at CIS, “We are extremely pleased and proud to be chosen by Crouse and Associates. Their due diligence process was very thorough (on-site customer visits, reference calls, etc.) and complete. To be graded the top choice as their agency management provider is an honor. The addition of Crouse and Associates continues our sales momentum and customer presence in the state of California and the western United States.”

Custom Insurance Solutions (CIS) develops and markets software solutions specifically designed for the wholesale brokerage and managing general agent. For more information, visit

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