Montgomery Management (MMC), a full service MGU, has been providing flexible, innovative stop-loss and life products to the marketplace since 1989. Our professional expertise, personalized service, strength, and corporate stability make Montgomery Management an industry leader.

More specifically, MMC is a managing general underwriter of employer stop-loss coverage, providing a full range of services: underwriting, policy binding, contract issuance, premium collection, and claims payment—all completed in an efficient and timely manner. This we attribute to our staff, known for its excellent customer service skills and responsiveness.

Our home office is in Blue Bell, PA. We also have satellite offices in Grand Rapids, MI; Charlotte, NC; and Columbia, SC.

Our Mission

MMC is a comprehensive MGU, which means that we offer an assortment of services to meet and address the needs of a diverse client-base. In addition to underwriting, we also handle claims, licensing, and premiums—all dealt with in an efficient and flexible manner. See below for more detailed information about each of our four dominant services.

At MMC, we strive to ensure every step during the placement of stop-loss coverage is seamless for our clients. It is our priority that your experience with us be hassle-free and efficient.
— Carrie Urbanelli, President


At MMC, our focus is to be consistently thorough, responsive and proficient in order to provide the level of customer service our clients have grown to expect. The underwriting team’s high level of expertise is attributable to 30+ years of experience and strong levels of academic achievement.

We are continuously developing products and solutions that fit the changing needs of our clients. In 2010, we began offering an aggregate-only/level-funded product.


MMC’s claims department is equipped to handle all claims in a timely manner. Our claims staff, with over 50+ years of experience, is devoted to creating and maintaining a solid working relationship with our partners.

MMC provides a claims kit to assist our TPAs with claims submissions. MMC also helps our clients by referring them to preferred discount vendors, case managers, cancer networks, pharmaceutical specialties, transplant networks, and long-term care facilities.