Our Vision

Our mission as an employee-owned Third Party Administrator is to provide unparalleled claims management strategies and solutions that are tailored to our clients’ needs. We strive to build long-lasting relationships and to achieve operational excellence and industry-leading client satisfaction.

 

Our History

1944: The Beginning
1974: Incorporated
1975: Became 100% ESOP
1978: Public Entity Client
1994: Acquisition
2011: Acquisition
2013: Company of the Year
2014: Inc. 5000 List

1944: The Beginning

Carl Warren was founded in Los Angeles, California as an independent adjusting company.

1974: Incorporated

Carl Warren incorporated in California.

1975: Became 100% ESOP

Our Company became an entirely employee-owned corporation through the Employee Stock Ownership Plan (ESOP).

1978: Public Entity Client

One of our current and largest public entity clients joined the Carl Warren family.

1994: Acquisition

Acquired RL Gresham and our first construction defect program. Entered program administration and London market.

2011: Acquisition

Acquired NovaPro Risk Solutions and broadens the depth of our services and increases our national presence.

2013: Company of the Year

The ESOP Association presented with the National ESOP Company of the Year Award.

2014: Inc. 5000 List

Carl Warren makes the Inc. 5000 list of the fastest-growing private companies in America.

Our Guiding Principles

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    Excellence

    Each of our employee-owners believes Carl Warren is the best in the industry and we do everything necessary to ensure that remains true. Our culture fosters a caring attitude and promotes creativity, flexibility, and attention to detail.
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    Quality

    We infuse this word with meaning every day through our rigorous quality assurance process. Our Quality Assurance Program ensures consistency, integrity, and discipline in how claims handling skills, practices, and results are measured.
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    Integrity

    We truly believe that integrity and respect are at the heart of building business relationships. It is the glue that holds together the functioning of teams and partnerships. Professional respect is a fundamental expectation at Carl Warren.
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    Transparency

    We understand that communication is key. As our services are always client focused, we will work with vendors and strategic partners to provide excellent service and pricing – always with a straightforward approach and complete transparency.
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    Innovation

    We KNOW that our principles make us different than others in our industry and hope these differences are exactly what you’ve been hoping to find in a corporate partner. Contact us to learn more about putting our principles to work for you.

 

Leadership Team

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    Tom Boylan - President & Chief Executive Officer

    Mr. Boylan has been a Carl Warren employee-owner since 1998. Prior to being appointed as Chief Executive Officer in 2015, he served as Chief Operating Officer for 6 years, Chief Financial Officer for 4 years, and Controller for 7 years. Mr. Boylan graduated from the University of Southern California with a Bachelor in Science for Business Administration and received his Masters in Accounting. An experienced insurance veteran, his time as an insurance broker and an auditor have allowed him to develop, design, operate, and deliver unparalleled service to our clients.
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    Allison Duncan - Chief Financial Officer

    Ms. Duncan has been a Carl Warren employee-owner since 2009. She originally joined the Company as Director of Finance. She was promoted to Assistant Vice President in 2010 and then to Chief Financial Officer in 2011. She has a background in public accounting with more than 15 years experience auditing companies in various industries. Ms. Duncan works closely with our clients’ risk managers and financial personnel on trust account, positive pay, financial performance, and compliance matters. Together with her team she is responsible for all aspects of budgeting, forecasting, reporting, corporate audits, income taxes, trust fund maintenance and payroll. Ms. Duncan has been integral to Carl Warren continuing to receive “clean” opinions on financial statements and SSAE 16/SOC 1 audits. She received her Bachelor of Business Administration degree in Accounting from the University of Wisconsin. She is a member of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants.
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    Richard McAbee - Chief Marketing Officer

    Mr. McAbee has been a Carl Warren employee-owner since 1996 and has over 30 years of experience working in the claims industry. His experience includes starting a business specializing in products liability, errors & omissions, liquor liability, trucking claims and excess and surplus lines specialty policies. With an extensive background in insurance business development, Mr. McAbee specializes in designing programs that are tailored to our client’s needs. He oversees both our Business Development and Marketing Departments. Mr. McAbee graduated from the University of Nebraska with degrees in Political Science, History & Economics and also received a fellowship for study at Presidential Institute at Mt. Rushmore. He is an active member of the National PRIMA Planning Committee, RIMS, STRIMA, URMIA, NAPSLO, and IACP.
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    Steve Vissman - Director of Information Technology

    Mr. Vissman has been a Carl Warren employee-owner since 2006 and has over 25 years of technical management experience. Prior to Carl Warren, he worked with Citigroup Capital Strategies, Accenture, and CACI. He holds a B.S. in Industrial Engineering and Operations from Virginia Tech. As our Director of Information Technology, Mr. Vissman is responsible for all technology related tasks including the development and infrastructure groups.

 

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