HUB International

A continuation of the conversation

HUB International: Team Haugen + Endeavour

Building value beyond the transaction. Risk strategy built to support growth, acquisitions, and the companies behind them.

Let's find a time for lunch

Continue the conversation

What began as an insurance relationship with Omega Morgan has grown into something broader: a coordinated risk strategy built around the realities of a growing, acquisitive industrial business. This page lays out the team and the process behind that work, and why it may be worth an hour over lunch to explore where else the model could fit.

More than an insurance renewal

Our work with Omega Morgan goes beyond placing insurance. For more than four years, Team Haugen and HUB have worked alongside Omega Morgan's executive, finance, safety, and operational leadership to understand the business, communicate its risk, and build an insurance strategy that evolves with the company.

$1.8M

Approximate premium savings

Significant

Rate improvement

One Strategy

Built around growth and future acquisitions

But the result is only part of the story. The difference is how we got there.

We make the business easier to understand

Complex companies are often poorly represented by traditional insurance submissions. We built a different model. For Omega Morgan, we created a customized underwriting platform that brings the company's story, operations, leadership, and risk controls together in one place.

Operational Story

Operational scale, capabilities, leadership strategy, and a clear picture of how the company actually works.

Risk and Safety

Safety culture, accountability, risk controls, claims context, and financial and loss performance.

Growth and Integration

Acquisition planning, integration of acquired operations, and post-acquisition safety and risk controls.

Instead of simply asking the marketplace to quote a risk, we help the marketplace understand why the company deserves to be treated differently.

How we tell your story to the market

Most submissions tell carriers what a company does. Ours show them who it is. We build a custom underwriting profile for the companies we represent, purpose built to communicate operations, safety culture, and risk controls directly to the markets that matter.

  • Carriers gain immediate confidence in the operation, not just the loss runs.
  • Safety investments and risk controls are communicated clearly and credibly.
  • A track record of improved pricing and broader coverage at renewal.
  • It builds long term carrier relationships beyond the transaction.
Sample client underwriting profile site, shown with its Sample Client Site label

Local relationships. National resources. Specialized expertise.

Team Haugen serves as the quarterback. Behind that relationship is HUB International's national network of specialists across risk, insurance, employee benefits, and financial sponsor services.

Property and Casualty

Market strategy, program design, loss analysis, claims advocacy, and complex risk placement.

Employee Benefits

Benefits strategy, cost management, workforce analytics, and employee experience.

M&A and Sponsor Solutions

Pre-close diligence, transactional risk analysis, insurance integration, and portfolio support.

Alternative Risk

Captives, large deductible strategies, actuarial modeling, and customized risk financing.

Safety and Risk Services

Operational assessments, loss prevention, safety resources, and post-acquisition integration.

Executive and Specialty Risk

Cyber, management liability, professional liability, surety, and other specialized solutions.

A repeatable model.

  1. Before the Deal

    Identify material insurance and risk issues, review loss history, liabilities, coverage, contracts, and expected insurance cost.

  2. At Close

    Coordinate insurance, benefits, specialty coverage, certificates, and transition planning without unnecessary friction.

  3. During the Hold

    Improve structure, use scale strategically, reduce volatility, strengthen claims and safety outcomes, and support management.

  4. Add-On Acquisitions

    Understand the target, identify gaps, establish timelines, and integrate new operations into the broader risk strategy.

  5. At Exit

    Help management present a clean, organized, and understandable risk profile to buyers and advisors.

Insurance should support the investment strategy

Endeavour's portfolio is built around strong companies, experienced management teams, and long-term growth. Insurance should support that strategy, not sit outside of it. Our goal is not to replace strong relationships for the sake of consolidation. It is to identify where the approach proven at Omega Morgan can create measurable value for another Endeavour company: helping with an acquisition, solving a difficult insurance challenge, improving how a complex company is presented to the marketplace, bringing specialized resources to management, or simply being another set of experienced eyes when something important is happening.

Your HUB International Team

Relationship Leads

Logan Haugen

Logan Haugen

SVP, Commercial Lines / Team Haugen Lead

Eric Schack

Eric Schack

President, HUB International Northwest

Melissa Fergusson

Melissa Fergusson

Chief Marketing Officer

Chris Veber

Chris Veber

Head of Financial Sponsor and Strategic Investors Group, HUB International

Team Haugen Brokers

Spencer Haugen
Spencer Haugen Associate Advisor, Commercial Lines
Hayden Haugen
Hayden Haugen Associate Advisor, Commercial Lines
Don Watson
Don Watson Client Service Advisor | Risk Consultant Expert

Bonds

Ian Campbell
Ian Campbell Vice President, Surety
Kristen McGillvrey
Kristen McGillvrey Sr. Account Manager, Surety

Workers' Compensation

Mike Godfrey
Mike Godfrey Vice President, Workers' Compensation
Emma Powell
Emma Powell Account Manager

Personal Lines

Nancy Tribolet
Nancy Tribolet Private Client Risk Advisor
Brandon Vogel
Brandon Vogel Private Client Risk Advisor

Claims | Risk Management

Craig Woodworth
Craig Woodworth Vice President, Claims
Meredith Pennington
Meredith Pennington Claims Advocate
Devin Sanders
Devin Sanders Senior Risk Consultant
Alexander D'Arcy
Alexander D'Arcy Workers' Compensation Claims Analyst

Account Managers

Linda Shaddon
Linda Shaddon Sr. Account Manager CL
Marcia Hawkins
Marcia Hawkins Account Manager II CL
Sindee Johnson
Sindee Johnson Account Manager II CL
Marcy Baker
Marcy Baker Sr. Account Manager CL
Summer Hugh
Summer Hugh Sr. Account Manager CL
Mindi Crawford
Mindi Crawford Account Executive
Jill Eide
Jill Eide Account Manager II CL
Nadya Alami
Nadya Alami Sr. Account Manager CL
Sheryl Burrows
Sheryl Burrows Account Manager II CL
Sue Temple
Sue Temple Account Manager II CL
KC Ferguson
KC Ferguson Account Manager II CL
Lacy Masonic
Lacy Masonic Account Manager II CL
Debbie Thomas
Debbie Thomas Enterprise Account Manager CL
Robyn Burgess
Robyn Burgess Associate Account Manager II CL
Endeavour Capital HUB International HUB Team Haugen

We'd love to continue the conversation.

We would love to sit down over lunch, walk through what sits behind that model, learn more about what you are seeing across Endeavour, and explore where else this approach could be useful. The goal is simple: a thoughtful conversation about what has worked at Omega Morgan, what matters to Endeavour, and where our team may be able to help next.

Stephen Babson

Stephen Babson

Endeavour Capital

Logan Haugen

Logan Haugen

Senior Vice President, HUB International Northwest

HUB International HUB Team Haugen
Let's find a time for lunch

Team Haugen, HUB International Northwest