Trey Poletti

Trey Poletti is an experienced professional in the insurance industry with a focus on commercial insurance and risk management. Here's an overview of his career and background:

Professional Experience

Trey Poletti is currently the Co-Founder of Deerfield Risk Advisors, a national insurance brokerage firm.12 He assumed this role in August 2023, marking a significant step in his career. Prior to founding Deerfield Risk Advisors, Poletti held several notable positions in the insurance industry:

• Senior Producer at Gallagher from October 2022 to July 20231
• Senior Risk Advisor at AIS Insurance Group, Inc. from June 2018 to October 20221

During his time at AIS Insurance Group, Poletti served as a Commercial Insurance Broker, handling complex risks and providing tailored insurance solutions to clients.1

Education and Certifications

Poletti holds a Bachelor of Science in Business Administration with a focus on Finance from the University of Pittsburgh, which he earned between 2008 and 2012.1 He also attended St. Joseph's Prep from 2004 to 2008.1

In terms of professional certifications, Trey Poletti holds the CRIS (Construction Risk and Insurance Specialist) designation, which is evident from his LinkedIn profile.1

Achievements and Recognition

Trey Poletti has been recognized for his contributions to the insurance industry:

• He received the William T. Ayres Founders Award from the Scaffold & Access Industry Association in August 202213
• This award is given to a member who excels in recruiting new members to the association annually1

Current Role and Approach

At Deerfield Risk Advisors, Poletti and his team utilize a consultancy approach to insurance brokerage.12 Their method involves:

• Comprehensive analysis of a company's risk profile
• Reviewing operations and exposures
• Examining risk transfer agreements and claims history
• Industry benchmarking
• Policy form analysis

The goal is to design and implement risk management programs that control costs and generate long-term profitability for their clients.1

Trey Poletti can be contacted at trey@deerfieldrisk.com or by phone at 610-952-4970 for professional inquiries.12