Why Choose Box Professional for Your RIA Insurance?

Chad Ramberg has over 25+ years of experience in management, including GM/Director and Controller positions.

For the initial decades of his career, he held leadership positions in the claims division of the insurance industry. As his career in the claims sector drew to a close, he opted to channel his financial acumen into becoming a Registered Investment Advisor. During his tenure as an advisor, he gained a profound respect for the day-to-day challenges RIAs face. Changing course, Chad discovered that he could make a more significant contribution to the financial services community by becoming an insurance advisor to advisors. Now, Chad has the privilege of engaging with advisors across the country, meeting their needs so they can focus on what they do best.

When Chad is not working, you may find him experiencing the great outdoors. With his family he may be camping, hiking or riding through the mountains.

Hey, I'm Ryan 👋 I build the operational systems that power Box Professional Insurance. I lead revenue operations, integrating Salesforce with carrier systems and automating workflows that eliminate client friction.

Since 2021, I've transformed BPI's infrastructure with one goal: make renewals seamless and data instantly accessible. My approach reflects BPI's Kaizen philosophy—continuous improvement in every process.

Clients benefit from effortless renewals and real-time answers. BPI benefits from scalable operations that maintain the personal touch.

My favorite roles are husband to Taylor and dad to Joelle and India. In a house full of girls, my homegym is where I recharge between tea parties and dance recitals.

Hi, I'm Brad! I help Investment Advisors protect their businesses through specialized E&O insurance solutions. My career began in banking, where I worked my way up to Branch Manager and earned my Series 6, Series 63, and Life & Health licenses—experience that now helps me better support the financial professionals I serve.

Today, I focus exclusively on E&O coverage and building strong, lasting relationships with my clients. I pride myself on being approachable, knowledgeable, and genuinely invested in helping advisors understand and manage their risk.

When I'm not talking coverage, you can find me coaching sculling (something I've done for over 20 years), spending time with my two sons, or hanging out with my deaf Lab Mix, Archie, who thinks he runs the house.

Hola from Juan Sebastián Cortina! I'm part of the Renewal team at BPI, where I keep every renewal moving with clarity, speed, and precision.

I bridge communication between carriers and clients, organize documentation, and help maintain the smooth, consistent workflows that support BPI's commitment to effortless service.

Outside the office, I recharge with soccer (watching, playing, and following every major tournament) and by enjoying good food and discovering new places whenever I can. With half my heart in the USA and half in Colombia, I bring a mix of cultures, energy, and hard work.

My name is Henry Davis and my role here at BPI is simple: I convert all the hard work we do for every renewal into an actionable insurance plan for our clients through RIAview reports and loom videos. My mission is to turn a highly complex professional liability insurance document into a concise report that makes it easy for our clients to not only know what they have, but have what they want.

When I'm not bringing clarity to your yearly insurance renewal, I am often in class at Santa Clara University or hitting the free weights at the local gym.