Relentlessly focused on Execution and Risk Management in the Property and Casualty Insurance Sector

Avid Holdings is scaling Compass Insurance Company — a New York–domiciled P&C carrier — into the rapidly growing program insurance market. The Avid team is building a diversified book of non-catastrophic exposures, with a relentless focus on program execution, risk management, and delivering for both our Investors and our Insureds.

A repeatable, cash-flow-oriented capital deployment strategy.

Compass' model enables the transformation of insurance underwriting into a repeatable, cash-flow-oriented capital deployment strategy where capital is allocated to programs with:

Avid Holdings' P&C business model creates a hybrid insurance / asset-backed capital profile with strong visibility into earnings, capital efficiency, and alignment of risks throughout its ecosystem.

Market Opportunity

The P&C program insurance market is vast.

$1.2T
Total U.S. P&C addressable market.
$3.5B
of annual Gross Written Premium across MGAs that Compass is already having discussions with
01

A robust addressable pipeline

Most opportunities won't meet our underwriting bar — and that's the point. Building and stacking Compass' pipeline is imperative to selectivity.

02

Many profitable lanes

Standard & non-standard Auto, Commercial Auto, GL, Professional Liability, small Commercial Property, Paid Family Leave, Pet, Renters — each with attractive economics.

03

Ratings unlock more

Securing an AM Best rating opens an entirely new tier of program opportunities beyond today's non-rated book.

Investor Protections

Risk management is embedded in everything we do.

Radical integrity, extreme risk alignment up and down the value chain, and relentless execution sit at the core of our model.

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Reinsurance support

Quota share or XOL reinsurance with established counterparties substantially reduces underwriting risks.

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MGA commission slides

Several points of loss-ratio cushion keep program partners motivated and aligned with performance.

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Conservative underwriting

Predictable, low-severity risk selection — explicitly avoiding catastrophic exposures.

60-day kill switches

Termination rights keep MGAs aligned and allow rapid exit from underperforming programs.

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Regulatory oversight

A NY DFS–approved business plan with capital maintained well above RBC action thresholds.

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Covenant protections

Performance triggers, dividend restrictions, and tranche-gated capital deployment.

Leadership

Operators who've lived it.

Insurance and financial executives with decades of directly relevant experience.

Compass Insurance Company officers

CB

Craig Berger, CFA CPA

Founder, CEO & President

25+ years across Wall Street, real estate, and P&C insurance. Former award-winning equity research analyst and founder of Avid Realty Partners, which has acquired 2,000+ apartment units.

PH

Patricia Henson

COO & Secretary

35 years in P&C insurance, including as COO of Northwestern National Insurance and Compass — managing the transition to new ownership.

GS

Gary Sussman

CFO & Treasurer

35 years in insurance finance and accounting. Former Treasurer of Northwestern National Insurance. MBA, University of Chicago Booth.

Contact

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