Risk Metrics Corporation provides marketing, research, distribution, and sales information systems to property and casualty insurers. It maintains a proprietary database with risk-indicative data on US employers that enables insurers to identify new sales opportunities. Founded in 1997, Risk Metrics has over 478 broker/agency customers and 18 carrier customers. It aggregates data from various sources and provides it through APIs and a customer dashboard to support underwriting, sales, and marketing.

1. Risk Metrics Corporation 2011 Entrepreneurial Insurance Symposium September 12th 2011 Dallas, TX Kevin McCarthy, V.P National Accounts Market Intelligence for Commercial Insurers 2011 Not for Public Use

2. 2 “How you gather and manage information will determine if you win or lose.” Not for Public Use Bill Gates Bill Gates, Business @ the Speed of Thought, Warner Books 200

3. 3 Company History For more than 14 years, Risk Metrics Corporation has been a trusted provider of marketing, research, distribution and sales information systems to the property and casualty insurance industry. The company develops, maintains and markets information products on US employers and their risk-indicative data. Using its proprietary database with customized filtering tools and industry marketing expertise, this information enables insurance sellers identify and react to new sales opportunities and cost-effectively attain profitable growth. Not for Public Use Based in Boca Raton, FL Parent company of DataLister Inc. 478 active broker and agency customers 18 active carrier customers

4. 4 Key Executives John McCarthy, President John McCarthy founded Risk Metrics Corporation in 1997. For more than 30 years John has created market intelligence systems for financial and insurance industry leaders, including 13 years at D&B as Vice President of Dun’s Marketing Services. Prior to founding Risk Metrics Corp. Mr. McCarthy spent 5 years as Sr. VP of Sales & Marketing for NCCI. Phillip Aikey, Ph.D., Director of IT Dr. Aikey leads the information technology department within Risk Metrics. Dr. Aikey has 20 years of business experience concentrated in the development of matching algorithms and their applications within business environments. Dr. Aikey obtained his Ph.D. in advanced mathematics from Lehigh University. Armond Benoit, Executive Vice President Armond Benoit leads the sales and business development practice for Risk Metrics. Armond has over 30 years experience in the information sales and marketing business. Prior to his position at Risk Metrics, Mr. Benoit served as President of MarketStance. Kevin McCarthy, V.P. of National Accounts Kevin McCarthy manages the National Accounts division of Risk Metrics. Through this role Kevin coordinates data exchange and integration efforts with commercial insurance carriers and information partners. Prior to Risk Metrics, Kevin spent several years developing real-time information dissemination practices within the equities and alternative investment departments at UBS. Not for Public Use

6. 4.1 million policies

7. 2.8 million secondary locations

8. No X-date in MI or RI

9. No Carrier in PA, NJ, DE

10. Residual market in MA

11. Artisan contractors only CA

12. Carrier of Record

13. Carrier Group

14. Policy Effective Date

15. Governing Class Code

16. Additional Insureds

17. ExemptionsFull data set Limited data set No data coverage 5

19. Land Use

20. Assessment Value

21. Land and Improvement

22. Market Value

23. Sale Price

24. Year Built

25. Square Footage

26. Etc.

27. Nationwide coverage

28. 5.8 million commercial property records

29. 5.7 million agricultural property records

30. 95 million residential

31. No permissible use limitationsRisk Metrics full data Limited data set No data coverage 6

33. Vehicle Type

34. Vehicle Class Distribution

35. 3.33 million vehicle sites

36. 14.11 million vehicles

37. Coverage in 40 states

38. Permissible limitation in AK, AL, AZ, CO, HI, NM, NE, NH, NV, PAFull data Limited data set No data coverage 7

39. Example Record Set Not for Public Use 8

41. Workers Compensation Effective Date

42. Workers Compensation Carrier of Record

44. Total Land and Improvement Value

45. Total Appraised Value

46. Sale Date and Price

48. Vehicle type count: number of vehicles registered

49. Vehicle class: e.g. small, traditional, luxury etc.

51. SIC Code, SIC Description

52. Contact Name, Contact Phone Number

54. Public Entity

55. Public Companies

56. Banking and FDIC

57. Import Export Activity

58. Pension and Health Plan

59. Government Entity

61. Business Phone Number

62. Progress and Notes

63. Business Description and Business Pitch

64. Competitive Landscape and Competitors

66. 11 APIs and Data-as-a-Service (DaaS) Not for Public Use Democratizing access to risk-indicative data in an information age URL API Query sTe52D4spwCvnAX47RpBHhz608i XML or JSON Response

67. Demo - Insurance360TM API and List Build API Build a List Not for Public Use 12

68. Put Insurance360TM to Work in Your Company! Carriers Brokers Agents “How you gather and manage information will determine if you win or lose.” Bill Gates Not for Public Use 13