PolicyPro is an insurance agency headquartered in Houston, Texas. The agency prides itself on providing the lowest possible rates for their clients in all categories of insurance. PolicyPro utilizes proprietary technology in their RateFinder application to pull data from multiple sources to assist clients in selecting the best option.
PolicyPro was launched in 2012 by CEO and founder Bobby Fazio. Bobby built a strong team and a service-minded company that now manages a large and growing client base. The company continues to seek new ways to provide efficiency and savings to reduce stress and save money for their customers.
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"Navigating the turbulent waters of running your own company in today’s business environment is troubling enough without the advice of professional counsel. Having L&M at the legal helm has proven to be the ideal choice time and time again. Within my organization, it goes without saying that the brilliant minds at Lloyd & Mousilli create the safe harbor where all of my ships safely moor at night.”
L&M has served PolicyPro as both their corporate and litigation counsel. This broad relationship has allowed the firm to provide strategic guidance in a variety areas, including intellectual property, sub-producer service agreements, and asset purchase contracts.
L&M’s extensive experience with state and federal trademark procedures allowed them to effectively assist PolicyPro with the application process. The firm helped the company secure trademarks for their logo, services, and slogan. Establishing intellectual property protections from the beginning stages of a company is crucial. As PolicyPro continues to grow, the founders can be sure that their brand will remain shielded from infrigement.
L&M worked with PolicyPro to draft sub-producer service agreements to be executed with other agencies. These agreements establish the terms and conditions of PolicyPro’s services, outlining the scope and expectations of the work to be rendered.
L&M guided PolicyPro through the drafting and execution of multiple contracts to sell business assets. The firm worked with the company to determine its long-term financial vision, and to design an execution plan. The establishment of solid contract agreements has allowed PolicyPro to grow significantly, while remaining adequately protected legally.
In addition to providing corporate services to PolicyPro, L&M has also assisted the company in both state and federal litigation matters. The firm’s substantial knowledge of the structure and foundation of the company was invaluable in determining the best course of action regarding litigation. Through collaboration efforts between L&M’s corporate and litigation teams, the firm was able to obtain ideal outcomes for PolicyPro.
