Overview of Transaction

• On October 21, 2015, Insureon ("Insureon" or the "Company") announced a $31mm Series B minority investment round
• Investment round led by Oak HC/FT ("Oak")
• Existing investor Accretive LLC ("Accretive") also participated
• Insureon is the leading insurance online marketplace for small and micro businesses
• Serves retail clients directly and also supports banks, brokerages and insurance companies through a wholesale offering
• Coverage provided for 175,000+ small businesses
• Oak HC/FT is a $500mm venture capital fund focused on investing in healthcare and financial services technology companies
• Accretive is a leading private investment firm specializing in the creation of disruptive technology companies

Significance of Transaction

• Creates opportunity for Insureon to accelerate its growth in the small business insurance sector
• Enables Insureon to increase its investment in technology development, and enhance its sales and marketing capabilities

FT Partners' Role

• FT Partners served as exclusive strategic and financial advisor to Insureon and its Board of Directors
• Follows FT Partners' role advising Insureon on its 2014 acquisition of Insurance Noodle from Willis
• Transaction demonstrates FT Partners' continued success advising top-tier companies and achieving outstanding results within the Insurance IT and Services sector