Summit Timeline

2015

  • December—Summit’s Bridgefield Casualty Insurance Company and Bridgefield Employers Insurance Company begin offering workers’ compensation coverage in Indiana.
  • October—Summit’s Bridgefield Casualty Insurance Company and Bridgefield Employers Insurance Company begin offering workers’ compensation coverage in Texas.

2014

  • December—BusinessFirst Insurance Company, managed by Summit, begins offering workers’ compensation insurance coverage to employers in Georgia. 
  • September—BusinessFirst Insurance Company, managed by Summit, begins offering workers’ compensation insurance coverage to employers in South Carolina.
  • April—American Financial Group Inc. purchased Summit and its related companies from Liberty Mutual Insurance. We continue to operate under the Summit brand as a member of Great American Insurance Group.
  • January—Liberty Mutual Insurance, our parent company, reached a definitive agreement to sell Summit Holding Southeast Inc. and its related companies to American Financial Group (AFG). Following the acquisition, Summit will continue to operate under the Summit brand as a member of AFG’s Great American Insurance Group.

2012

  • December—Summit Consulting Inc. and Heritage Summit Healthcare Inc. convert from corporations to limited liability companies, Summit Consulting LLC and Heritage Summit Healthcare LLC.
  • November—Summit launches WriteNow Express™, which eliminates the need for agents to have an upload-compatible agency management system to upload information to our WriteNow Online Quoting Service.
  • March—Bob O’Halloran, Summit’s vice president of claims, is named to the charter class of the Florida Workers’ Compensation Institute (FWCI) Hall of Fame. The Hall of Fame’s charter class recognized members for their outstanding efforts in creating, revising and bettering the Florida workers’ compensation industry.
  • March—Summit launches an improved Online Injury Reporting Tool making the injury reporting process a little easier.

2011

  • October—Summit-managed carriers RetailFirst Insurance Company and BusinessFirst Insurance Company receive a financial strength rating of B++ (Good) from A.M. Best Company. The rating is based on the consolidated financial results of RetailFirst and BusinessFirst, which operate under an intercompany reinsurance pooling arrangement, referred to as RetailFirst Insurance Group.
  • March—Summit donates $1 million to Step Up for Students, a program that provided scholarships to more than 33,000 low-income kindergarten through twelfth-grade Florida students for the 2010-2011 school year. Step Up for Students is part of the Florida Corporate Tax Credit program.

2010

  • December—Retailers Casualty Insurance Company begins offering workers' compensation coverage in the state of Texas.
  • November—The Florida Retail Federation Self Insurers Fund converts to RetailFirst Insurance Company, a stock insurance company within a mutual holding company system. RetailFirst provides workers' compensation coverage to businesses in Florida.
  • July—Bridgefield Employers Insurance Company begins offering workers’ compensation coverage in the state of Georgia.
  • June—Summit-managed carrier BusinessFirst Insurance Company begins offering workers' compensation insurance coverage to employers in Kentucky, North Carolina and Tennessee.
  • June—Bridgefield Employers Insurance Company begins offering workers’ compensation coverage in the state of Louisiana.
  • April—Phil Moory, a special claims investigator for Summit's Southwest office, receives Liberty Mutual's highest honor, the Liberty Chairman's Award. Phil was recognized for his investigation and resolution of a long-standing, complicated fraudulent claim. Because of his efforts, the result was a savings of more than $250,000 in medical costs and an estimated $500,000 in potential lifetime indemnity.
  • April—Bridgefield Employers Insurance Company begins offering workers’ compensation coverage in Alabama, Arkansas, Kentucky, Mississippi and North Carolina.
  • March—Bridgefield Employers Insurance Company begins offering workers’ compensation coverage in the state of Tennessee.
  • February—Bridgefield Employers Insurance Company begins offering workers’ compensation coverage in the state of South Carolina.
  • January—Carol Sipe succeeds Rick Hodges as president and CEO of Summit. Hodges retired after more than 27 years with the company, 10 of which he held the position of president and CEO. Sipe had held the position of senior vice president and general manager of operations at Summit since 2006 and has been with Summit more than 20 years

2009

  • August—Louisiana Retailers Mutual Insurance Company converts to Retailers Casualty Insurance Company. Retailers Casualty provides workers' compensation to businesses in Arkansas, Louisiana and Mississippi.
  • June—The Mayo Clinic in Jacksonville, Florida, joined Summit's proprietary provider network, Heritage Summit HealthCare Inc. Mayo Clinic is the first and largest integrated, not-for-profit group practice in the world. This agreement was Mayo's first with a workers' compensation-only provider network.
  • March—Summit launches a completely redesigned website and Online Business Center to better serve the needs of our agents and insureds.

2008

  • December—Summit launches the new WriteNow® Risk Eligibility Tool, which allows agents to check class code and NAICS eligibility while working in our WriteNow Online Quoting Service.
  • June—Summit launches the new WriteNow® Online Quoting Service with enhanced capabilities.
  • April—Summit expands operations of Louisiana Retailers Mutual Insurance Company to Arkansas and Mississippi.
  • March—Sue Raskie, Back2Work® program manager, receives Liberty Mutual’s highest honor, the Liberty Chairman’s Award. Sue was recognized as the driving force behind a program that has produced real results—Back2Work, Summit’s own return-to-work program.

2007

  • November—Heritage Summit HealthCare Inc., a Summit subsidiary, acquires its previously contracted provider network, making the network proprietary in nine of Summit’s states.
  • October—Summit begins writing multistate policies, allowing businesses with locations across multiple states to consolidate their coverage into one policy.
  • August—Summit celebrates 30 years in business.

2006

  • December—Summit reaches the $1 billion mark in premium under management.
  • May—Louisiana Retailers Mutual Insurance Company is upgraded by A.M. Best Co. from B++ (Very Good) to A- (Excellent).
  • March—Summit becomes one of the first workers’ compensation companies in the nation to offer its agents direct upload capabilities (for AMS™ and Applied users).

2005

  • June—Summit begins offering workers’ compensation to businesses in North Carolina through Bridgefield Casualty Insurance Company.
  • March—Summit Claims Adjustor Mike Warwick becomes the first Summit employee to receive Liberty Mutual’s highest honor, the Liberty Chairman’s Award. Mike compassionately helped a company manage a series of devastating catastrophic claims, while maintaining a high level of service with all of his other clients.
  • Back2Work, Summit’s return-to-work program, is launched. Back2Work provides employers with the tools they need to implement effective return-to-work programs in their workplaces, both before and after an injury occurs. The Back2Work Tool Kit is one component of this program.

2003

  • Summit begins writing workers’ compensation for businesses in Arkansas through Bridgefield Casualty Insurance Company.
  • Summit begins offering a new workers’ comp choice for businesses in Florida through BusinessFirst Insurance Company™.

2001

  • Summit opens a regional office in Gainesville, Georgia.
  • Summit begins offering workers’ compensation to businesses in Tennessee and South Carolina through Bridgefield Casualty Insurance Company.
  • WriteNow® is launched as a submission tool for new business.

2000

  • Summit begins offering a new choice workers’ compensation to businesses in Alabama, Georgia, Kentucky and Mississippi through Bridgefield Casualty Insurance Company.

1998

  • September—Summit becomes a wholly owned subsidiary of Liberty Mutual Insurance Group.
  • June—Summit begins offering a new workers’ compensation choice to businesses in Louisiana through Bridgefield Casualty Insurance Company.
  • June—Louisiana Retailers Self Insurers Fund converts to Louisiana Retailers Mutual Insurance Company. Coverage is available in Louisiana.

1997

  • May—Employers Self Insurers Fund converts to Bridgefield Employers Insurance Company. Coverage is available in Florida.

1995

  • October—Summit begins writing coverage through Bridgefield Casualty Insurance Company in Florida.

1986

  • April—Summit tops the $100 million mark in total annual standard premium.

1980

  • July—Summit charters the Louisiana Retailers Self Insurers Fund.

1979

  • Summer—Summit opens a regional office in Baton Rouge, Louisiana.
  • January—Summit charters the Florida Retail Federation Self Insurers Fund. The sponsoring association is the Florida Retail Federation in Tallahassee, Florida.

1977

  • Autumn—Summit Consulting Inc., is founded by C.C. “Doc” Dockery and Thomas Petcoff to create and administer group workers’ compensation self-insurance programs for trade associations.

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