January 24, 2024
January marks the second anniversary of Lee & Mason’s acquisition of J.T. Miller & Company. The results of this partnership have been fantastic for the valuable clients and employees that have joined us!
The initial goal of the merger was to expand Lee & Mason’s footprint in the upper Midwest. At the same time, we provided the J.T. Miller team with better support and access to more carriers and programs, giving them more control over the collateral protection insurance process. Both goals were a resounding success as Lee & Mason collectively now works with over half of the community banks in Minnesota and has seen significant traction in the Dakotas and Texas thanks to the acquisition. As a result of this partnership, our new clients have enjoyed the benefits of more compliant and comprehensive coverage, all available through easier delivery methods.
More importantly, from an employee standpoint, Lee & Mason was fortunate to retain all four key employees at J.T. Miller, ensuring continuity through a smooth transition:
Karen Albrecht strengthened our MortgageHazard.com team, improving on the great personal service we already provide. Karen now helps Daniel Miller, Milo Moose and Matt Washer, setting up new customers nationwide while also assisting existing clients with day to daily customer support needs. Her frequent follow-ups with clients ensure that no issues go unnoticed.
Lori Norvitch continues to excel managing some of J.T. Miller’s ancillary products including Private Flood placements and property valuations. She also works diligently behind the scenes to address any pressing needs that arise through MortgageHazard.com.
Pam Ryding has done an incredible job transitioning J.T. Miller’s existing mortgage impairment clients into the Lee & Mason process. She now works with Jennifer Zeman to support Daniel Miller and our growing client base in Minnesota and the Dakotas.
Finally, having spent 2022 streamlining J.T. Miller’s legacy products and processes, Daniel Miller focused 2023 on helping his clients and getting to know Lee & Mason’s customer base in the footprint. A third-generation insurance agent, he looks forward to building on these relationships and developing new ones.
This integration is now complete and we’re excited for what’s in store in 2024. If that includes revisiting your collateral protection program or related services, we’d be grateful to connect.