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Welcome Underwriters

Logan's Message

As you explore this content, you will find clear and compelling details about who Omega Morgan is, what they do, and how they operate with precision and discipline across technically demanding environments. You will see how their executive leadership champions a safety-first culture and how operational controls are embedded into every level of the organization. It will also be apparent how their investments in training, fleet technology, and engineering support long-term risk reduction.

Omega Morgan is not just compliant; they are proactive, professional, and driven by an ethos of accountability and constant improvement. Whether it’s a precision millwright project, equipment transport, or on-site machinery installation, Omega Morgan has built a reputation for doing the tough jobs right and doing them safely.

As their trusted insurance advisors, we believe Omega Morgan represents an exceptional underwriting opportunity. We invite you to learn more through the sections below and encourage you to reach out with any questions or to request supplemental documentation.

Let us partner together to support a company that is setting the standard in industrial safety and execution.

— Logan Haugen

A green forklift with a man in a yellow vest standing next to it.

Page Overview

Each section of this page is crafted to align with individual lines of coverage—whether you’re looking for Auto Liability, General Liability, Property, Inland Marine, or insights into OM Crane (a separately insured division).

You’ll also find detailed overviews of Riggers, Cargo, and Warehouseman’s Legal Liability Insurance. Every section is designed to give underwriters direct insight into how Omega Morgan manages risk with discipline, consistency, and accountability.

Omega Morgan’s safety-first culture flows through every division, every service line, and every employee—from project planning and execution to storage, transport, and claims handling.

  • Company Overview – History, capabilities, and track record
    • Services Provided – Detailed summary of operational specialties
    • Executive Leadership Team – Experienced professionals leading operations and risk strategy
    • OM Locations – Geographic footprint across the U.S.
  • Risk Profile & Insurance Considerations – Core coverages, risk controls, and why Omega Morgan is a strong risk
    • Fleet Safety & Telematics – How Omega Morgan monitors, maintains, and manages transportation safety
    • Crane Safety – OM Crane – Dedicated crane division practices and standards
  • Safety Team Overview – Culture of safety and internal leadership structure
    • Riggers / Bailees / Cargo Insurance – Supplemental coverages and protective measures
    • Omega University – Training and professional development
  • HUB International Support Team – Team Haugen and HUB specialists supporting Omega Morgan
  • Supporting Documentation – What’s available to assist underwriting

Overview of Omega Morgan

A large green truck with a yellow sign that says "Oversize Load" on it.
A logo for Omega Morgan

Founded in 1991, Omega Morgan is a leading provider of specialized transportation, heavy rigging, industrial logistics, and equipment installation services.

With over 500 employees and a presence across the U.S., Omega Morgan is known for its ability to handle the most complex industrial projects safely and efficiently.

Their reputation is built on precision, reliability, and safety.

Omega Morgan Executive Leadership

Omega Morgan’s leadership team brings decades of experience in industrial logistics, risk management, engineering, and operational excellence. Their strategic direction drives the company’s culture of safety, innovation, and accountability.

Together, this team ensures Omega Morgan is prepared to manage risk responsibly while delivering complex services with precision.

Dick Ferchak
Chief Executive Officer

Provides executive leadership and strategic vision for the company, ensuring operational excellence and long-term growth.

Erik Zander
Chief Operating Officer

Directs daily operations and cross-functional team performance with a focus on safety, efficiency, and execution.

Matt Long
Chief Financial Officer

Oversees financial operations, budgeting, and investment strategy to support sustainable and safe business practices.

Peter Nguyen
General Counsel

Manages legal affairs, regulatory compliance, and contract governance across Omega Morgan’s U.S. and Canadian operations.

Michele Boyne
Manager, Contracts & Risk

Leads risk management initiatives and ensures contract integrity with a strong focus on loss control and compliance.

Jim Jones
Director of Health & Safety

Oversees all company-wide safety initiatives, field audits, training programs, and compliance efforts, ensuring Omega Morgan maintains its industry-leading safety performance.

Services they provide.

Machinery Moving Services

Omega Morgan consistently delivers safe, efficient relocation of commercial, industrial, and CNC machinery—domestically and internationally.

Their end-to-end approach minimizes operational disruption and emphasizes risk management, regulatory compliance, and uptime.

We recognize them as a reliable, low-risk partner in machinery moving.

Millwright & Industrial Services:

Omega Morgan provides precision installation, repair, and maintenance of industrial machinery with a focus on mechanical alignment and structural integration. Their experienced teams deliver efficient, low-risk project execution with minimal downtime.

We  recognizes their commitment to safety, quality, and operational continuity across industrial environments.

Crane Services:

Omega Morgan delivers safe, flexible crane solutions with operated mobile units capable of lifting up to 660 tons.

Their turnkey approach supports everything from routine site picks to engineered critical lifts.

HUB International values their emphasis on safety, planning, and proven lifting capability.

Specialized Transportation:

Omega Morgan provides specialized transport for oversized and overweight cargo with a focus on strategic logistics, regulatory compliance, and risk mitigation.

Their expertise in route planning and project-specific execution ensures safe, efficient delivery of high-value super loads.

We recognize their consistent performance and risk-aware approach in complex haulage operations.

A green forklift with the letters M and O on the side.

Applied & Industrial Metrology:

Omega Morgan applies advanced laser alignment and calibration technologies to ensure precise installation, maintenance, and rebuilding of CNC and industrial machinery.

Their specialized team takes a comprehensive, problem-solving approach to minimize error, reduce downtime, and maintain operational integrity.

We recognize their commitment to precision and reliability in critical alignment services.

Heavy Lift & Rigging:

Omega Morgan executes heavy lift operations—ranging from single picks to complex multi-crane lifts—with engineered precision and a strong safety record.

Their advanced rigging systems, technical expertise, and detailed lift planning minimize risk and ensure reliable execution.

We view them as a trusted, risk-conscious provider in critical lift scenarios.

Industrial Storage & Warehousing:

Omega Morgan provides secure indoor and outdoor storage solutions, including climate-controlled facilities across multiple regions.

Backed by decades of project management expertise, they offer tailored handling and logistics services to ensure safe, accessible equipment storage.

We recognize their focus on asset protection and operational reliability.

Logistics Services:

Omega Morgan’s logistics division delivers end-to-end project coordination, managing freight from origin to installation.

Importantly, Omega Morgan is not a common carrier. Their auto operations are used to support their millwright and crane divisions—moving old equipment out of customer facilities and transporting new equipment in. This tightly controlled exposure reflects the company’s specialty focus and reinforces disciplined transportation risk.

With expertise in time-critical shipments, heavy haul, and multimodal solutions, they ensure safe, efficient transport tailored to multifaceted operational needs.

We recognize their capability in reducing logistical risk across the supply chain.

A man wearing a safety vest stands in front of a building under construction.

Omega Morgan Locations

Omega Morgan maintains strategic operational hubs across the U.S. These locations are strategically positioned to support a wide range of industrial services efficiently and reliably.

Pacific Northwest

  • Portland
  • Seattle South
  • Seattle North
  • Fife Office

Mountain West

  • Boise
  • Salt Lake City
  • Salt Lake City West

California

  • Anaheim
  • Corona
  • Fontana
  • San Diego

Texas

  • Houston
  • Houston North
  • Dallas
  • Irving

Safety Team Overview

Omega Morgan and HUB International meet twice a month in a dedicated Leadership and Executive Claims Meeting. During these sessions, they review claims, analyze safety trends, and work collaboratively to identify and address risk proactively. When minor issues are identified, Omega Morgan is highly effective at responding swiftly—issuing internal memos, deploying targeted online training, and empowering foremen to reinforce safety protocols in the field.

This proactive approach prevents small issues from becoming large ones and is a testament to Omega Morgan’s leadership in safety management within the industrial services sector.

Omega Morgan’s safety department plays a critical role in implementing the company’s safety culture across all operations. This team, led by Director of Health & Safety Jim Jones, is supported from the top down with strong executive alignment and accountability.

To underscore this commitment, we proudly include the following letter from Dick Ferchak, Chief Executive Officer, expressing his unwavering dedication to safety as a core value of Omega Morgan’s culture and mission:

A man wearing a safety vest stands in front of a building under construction.

Message from Dick Ferchak

Dick Ferchak's Message

At Omega Morgan, safety is not just a program—it is a core principle that underpins every decision we make. From our executive offices to our field crews, every team member understands that safety is our first priority. It is how we protect our people, our clients, our equipment, and our reputation.

We work in some of the most complex and high-risk environments in the industry, and our ability to operate safely is what allows us to thrive. Our clients trust us to complete the toughest jobs—and to do so without compromise to safety or quality.

This responsibility is not taken lightly. We continue to invest heavily in our safety infrastructure, our equipment, our people, and our training platforms like Omega University. Our safety team, led by Jim Jones, is empowered to act proactively and independently to identify risks, develop solutions, and maintain our commitment to incident-free operations.

We hold ourselves accountable to the highest safety standards, not just to meet regulations, but because it's the right thing to do—for our employees, our clients, and the communities where we work.

A man wearing a suit and tie smiles for the camera.
Dick Ferchak
Chief Executive Officer
A logo for Omega Morgan

Risk Profile
& Insurance Considerations

Subcontractor Risk Management:

Omega Morgan tracks all subcontractor agreements through a secure internal web portal, ensuring that every subcontractor is vetted and approved prior to engagement. This system is managed by Michele Boyne – Manager, Contracts & Risk – who oversees contract integrity, risk compliance, and alignment with internal safety standards.

This centralized process ensures all subcontractors meet Omega Morgan’s rigorous operational and safety requirements. Omega Morgan represents a well-managed, safety-first industrial risk with the following coverages and characteristics:

Primary Coverages:

  • Auto Liability
  • General Liability
  • Workers’ Compensation
  • Inland Marine

Risk Activities Include:

  • Use of high-tonnage cranes and rigging systems
  • Hauling oversized and overweight cargo on public highways
  • Operating within active construction and manufacturing zones
  • Working around third-party machinery and personnel

Why Omega Morgan is a Strong Risk:

  • Extensive experience with high-risk projects completed without incident
  • Rigorous onboarding and continuous safety training for all field staff
  • Job Hazard Analysis (JHA) performed prior to every project
  • Proactive investment in equipment maintenance and safety technology
  • Dedicated in-house safety team overseeing operations across all locations

Fleet Safety & Telematics

Omega Morgan’s fleet safety program is a cornerstone of its risk management strategy, built on advanced technology, proactive oversight, and a culture of accountability.

Key Fleet Safety Measures:

  • Telematics & GPS Tracking: Every vehicle in the fleet is equipped with telematics systems that monitor location, speed, braking, and idle time. This allows real-time oversight and promotes accountability.
  • Driver Behavior Monitoring: Dash cams and driver scorecards track performance and support coaching initiatives to improve safety and reduce risk.
  • Pre-Trip Inspections & Maintenance: A strict maintenance schedule is enforced across all fleet assets to prevent mechanical failure and ensure DOT compliance.
  • Ongoing Driver Training: Drivers receive continual training in defensive driving, load securement, and emergency protocols.
  • Fleet Management Oversight: A dedicated fleet safety team monitors vehicle performance and ensures alignment with regulatory and internal safety standards.

These efforts reduce risk exposure on the road, enhance DOT performance metrics, and reinforce Omega Morgan’s commitment to safety from dispatch to delivery.

Omega University

Omega Morgan is committed to the ongoing professional development and safety education of its workforce. Through Omega University, the company provides a robust technical training platform that equips employees with the knowledge, certifications, and hands-on skills necessary to perform at the highest levels of safety and efficiency.

Omega University Highlights:

  • Centralized hub for all safety, technical, and compliance training
  • Role-specific learning paths designed for drivers, riggers, crane operators, and supervisors
  • Includes both in-person and online modules for flexibility and accessibility
  • Tracks employee progress and compliance through integrated learning management system
  • Supports continuous improvement culture and knowledge retention across all departments

Omega University reinforces Omega Morgan’s long-term investment in safety, performance, and career development.

Underwriting Video Library

Omega Morgan’s Additional Coverages

In addition to its core insurance program, Omega Morgan carries specialized coverages designed to support the well-controlled, technically demanding, and safety-led nature of its operations.

These coverages offer an additional layer of risk protection and reflect the company’s proactive approach to safeguarding client assets throughout every stage of a project. and to ensure customer protection across every phase of its operations.

Riggers Liability Insurance

  • Current Limit: $5,000,000
  • Current Deductible: $50,000
  • Desired Deductible: $250,000

This policy covers property belonging to others while being lifted, moved, or installed. Omega Morgan exclusively uses in-house, certified rigging crews (no subcontractors), and completes lift plans for every job, regardless of size or complexity.

Their riggers are NCCCO-certified, and recertification is tracked diligently as part of their internal safety program.

Bailees / Warehouseman's Legal Liability Insurance

  • Current Limit: $2,500,000
  • Current Deductible: $50,000
  • Desired Limit: $5,000,000
  • Desired Deductible: $250,000

This coverage applies to customer property while in Omega Morgan’s care, custody, and control at secure storage or warehouse facilities. Their temperature-controlled warehouses are equipped with 24/7 security monitoring, and each item is logged and verified using a centralized online portal upon arrival and departure.

A formal storage agreement documents the condition of all incoming and outgoing assets.

Cargo Insurance

  • Current Limit: $3,000,000
  • Current Deductible: $100,000
  • Desired Limit: $5,000,000
  • Desired Deductible: $250,000

Omega Morgan carries cargo coverage for property in transit—including nationwide operations. Most freight is hauled using Omega Morgan's owned vehicles, though a small brokerage division uses vetted third-party carriers for select projects.

The average value per load is $100,000, with a maximum up to $5,000,000. For high-value hauls, Omega Morgan employs secure routing, GPS tracking, and escort services as needed. No temperature-sensitive or time-critical cargo is involved.

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Safety Integration

These coverages are part of a holistic risk management program that includes:

  • Engineered lift plans and certified operators for every job
  • Secure warehouse management with real-time tracking
  • Telematics, driver scorecards, and routine inspections
  • Ongoing driver training via Omega University

Omega Morgan and HUB International also review insurance monthly to align coverage with operational changes and safety goals. This dynamic, layered approach to protection reinforces Omega Morgan’s position as a premier, insurable partner for complex industrial risks. a suite of specialty coverages to address the high-value and complex nature of its operations:

  • Riggers Liability Insurance: Provides protection while Omega Morgan's crews are lifting, moving, or installing a client’s property—backed by engineered lift plans, certified operators, and strict rigging safety protocols.
  • Bailees / Warehouseman's Legal Liability Insurance: Covers customer property while in Omega Morgan’s care, custody, and control at their storage or warehouse facilities. With both indoor and outdoor, secure and climate-controlled sites, clients' equipment is protected not only by coverage but also by physical security and environmental safeguards.
  • Cargo Insurance: Ensures coverage for equipment and materials in transit, domestically and cross-border. This complements Omega Morgan’s specialized transportation program, which features real-time telematics, driver behavior monitoring, and route-specific planning.

These coverages reinforce Omega Morgan’s commitment to risk management and client protection. Importantly, they are layered on top of best-in-class safety practices already detailed across this page—from fleet telematics and pre-trip inspections to engineered crane lifts and ongoing employee training through Omega University.

Together, these risk transfer tools and operational safeguards position Omega Morgan as a premier, insurable partner for complex industrial risks.

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A large truck with a crane on the back is driving down a street.
A man wearing a safety vest stands in front of a building under construction.

Crane Safety

Omega Morgan’s crane services are delivered through a dedicated division—OM Crane—which operates independently with its own Profit & Loss (P&L) responsibility. OM Crane is fully integrated into Omega Morgan’s overall commitment to safety and quality but is structured as a distinct operational unit.

Importantly, OM Crane does not engage in tower crane operations. Their specialization lies in mobile crane services, engineered critical lifts, and high-risk industrial lifting solutions, where their reputation for reliability and precision sets them apart.

Omega Morgan’s crane operations are among the most regulated and safety-sensitive areas of its business, and the company takes every precaution to ensure these high-risk activities are executed flawlessly.

Key Crane Safety Protocols:

  • Certified Operators: All crane operators are NCCCO-certified and receive ongoing training to stay current with OSHA and ANSI standards.
  • Lift Planning & Engineering Review: Each lift undergoes an in-depth engineered lift plan that includes load calculations, ground bearing analysis, and safety factor validation.
  • Daily Equipment Inspections: Cranes are subject to rigorous pre-operation inspections and routine maintenance to exceed manufacturer and regulatory expectations.
  • Site Hazard Assessments: Prior to each lift, a site-specific hazard analysis is conducted to ensure environmental and personnel safety.
  • Rigging Safety: Only qualified riggers are permitted on site, and all rigging gear is inspected prior to use.
  • Lift Supervision: A dedicated lift director is assigned to every critical lift to oversee safety, communication, and execution.

These protocols significantly reduce the risk of lift-related incidents and showcase Omega Morgan’s commitment to safe, efficient, and expertly managed crane operations. are among the most regulated and safety-sensitive areas of its business, and the company takes every precaution to ensure these high-risk activities are executed flawlessly.

HUB International Support Team

Omega Morgan is supported by an exceptional and deeply experienced team at HUB International. From day-to-day service to high-level strategy and claims advocacy, our diverse specialists bring depth, coordination, and responsiveness to every aspect of the insurance process.

Logan Haugen
SVP, Commercial Lines | Team Haugen Lead

Strategic advisor and relationship leader, aligning insurance with business risk and advocating for Omega Morgan at the highest carrier levels.

Spencer Haugen
Associate Advisor, Commercial Lines

Supports risk analysis, placement strategy, and underwriter engagement.

Hayden Haugen
Associate Advisor, Commercial Lines

Leads execution of service deliverables, COIs, and coverage coordination.

Linda Shaddon
CL Sr. Account Manager

Ensures policy accuracy, renewal execution, and supports program integrity.

Dana Brinkley
CL Associate Account Manager II

Supports service requests, billing, and coverage documentation.

Don Watson
Client Services Advisor

Provides client service and proactive support across operational needs.

Doug Davis
Commercial Account Executive, Com Select General A

Brings industry knowledge and placement expertise to support ongoing account development.

Tony Luu
Commercial Account Manager, Com Select General A

Supports program execution and service in select divisions.

Lorelei Mercado
Sr. Claims Advocate, Com Middle Market General A

Leads claims resolution, advocacy, and communication with carriers.

Steve Kienzle
Regional Vice President, Claims Com Middle Market General A

Executive oversight for claims advocacy and strategic support.

Avis Hearnsberger
Claims Manager, Com Middle Market General A

Supports claims processing and escalations.

Samantha Bradley
Sr. Vice-President, Employee Benefits

Strategic advisor for Omega Morgan’s benefits planning and structure.

Themba Dayton
Sr. Account Advisor, Employee Benefits

Leads day-to-day service and benefits communication.

Jennifer Garvin
Team Leader, EB Account Executive - Sales/Service

Manages benefit operations and service team performance.

Justin Hauk
Account Executive, Employee Benefits

Supports benefits implementation and service.

David Niderost
Advisor, Workers Compensation, Com Middle Market General A

Specialist in WC placement strategy, analytics, and safety data trends.

Shelly Sage
CL Account Executive - Workers Compensation/Service

Delivers operational service and WC documentation.

Emily Lubman
Director, Risk Management, Com Middle Market General A

Leads risk control, safety consulting, and carrier risk engagement.

Alexander D'Arcy
Workers Compensation Claims Analyst, Com Middle Market General A

Supports WC claims tracking, analysis, and reporting.

Dominic Belcastro
Sales Executive, Captives, Com Specialty Captives

Provides alternative risk program insight and captives consulting.

Erik Finrow
Executive Vice President, Oregon

Executive oversight and strategic carrier relationships.

Kirk Chamberlain
EVP, Construction, Com Specialty Construction A

Construction sector expert, guiding program structure and carrier alignment.

Together, this multi-disciplinary team ensures Omega Morgan receives exceptional service, intelligent placement, rapid claims response, and forward-thinking strategy—making us a true partner to both client and carrier. Omega Morgan is supported by a dedicated team at HUB International who provide hands-on, strategic insurance guidance and underwriting support tailored to their unique operations.

Together, Team Haugen ensures underwriters receive a complete, accurate, and compelling picture of Omega Morgan as a strong, safety-conscious risk. Our team is proactive in resolving carrier inquiries, gathering supplemental documentation, and expediting underwriting decisions.

Request Documentation

To support underwriting review, the following documents are available upon request:

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The word HUB is in white letters.

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