Alliant Insurance Services

Alliant Insurance Services is an insurance brokerage firm that specializes in providing a range of insurance and risk management solutions across various industries, including agriculture, aviation, construction, energy, and finance. The company offers property and casualty insurance, as well as workers’ compensation and employee benefits services. Its comprehensive portfolio includes risk management, life insurance, retirement and savings programs, and specialized coverage for Native American tribal and casino gaming operations. By distributing diversified insurance products and consulting services, Alliant aims to enhance the effectiveness and value of its clients' insurance and employee benefits programs.

Peter Arkley

President - National Brokerage, Retail Property and Casualty

Tyler Banks

Executive Vice President

Greg Barnes

Executive Vice President and Managing Director

Dan Berry

Venture Capital Leader

Brian Doyle

First Vice President

Jim Lawrence

Executive Vice President and Managing Director

Esther Magner

Vice President and Producer for Employee Benefits Group

Doug Pera

Executive Vice President and Director - East Region

Todd Schwartz

Senior Vice President

Brian Scrocca

Executive Vice President

29 past transactions

Union First

Acquisition in 2024
Union First is a specialized benefits consulting and third-party administration organization that works with public safety labor groups such as police, firefighters, and deputy sheriffs.

Advanced Benefits

Acquisition in 2024
Advanced Benefits is a U.S.-based company that specializes in employee benefit programs, HR consulting, and compliance services. They aim to enhance communities by helping businesses strategize and implement employee benefits, ensuring these investments are understood and valued by employees.

Vinsa Insurance Associates

Acquisition in 2024
Vinsa Insurance Associates is an independent insurance agency located in Lancaster, California. The company specializes in a broad spectrum of insurance services, including coverage for auto, home, life, health, boat, motorcycle, and business insurance. By offering personalized solutions, Vinsa Insurance Associates aims to meet the diverse needs of its clients, ensuring they are adequately protected across various aspects of their lives.

POPIC

Acquisition in 2024
Property Owners Protection Insurance Company specializes in structuring, forming, and managing specialty insurance programs.

3000 Insurance Group

Acquisition in 2023
3000 Insurance Group is an independent insurance agency that offers a comprehensive range of commercial, personal, and risk management services tailored to the needs of individuals and businesses. The company specializes in providing insurance solutions for auto and home, as well as commercial lines designed for contractors, restaurants, hotels, and various commercial properties. By focusing on these specific sectors, 3000 Insurance Group aims to help clients protect their investments and effectively minimize financial risk.

The Arrow Group

Acquisition in 2023
The Arrow Group is an independent insurance agency located in Broken Arrow, Oklahoma, specializing in comprehensive risk management solutions tailored for both personal and business needs. The agency caters to a diverse clientele, including oil and gas contractors, retail businesses, wholesale operations, manufacturers, and professional offices. It offers a wide range of insurance products, such as general liability insurance, commercial auto insurance, property coverage, and workers' compensation, among others. The Arrow Group emphasizes the importance of customized insurance programs to address the unique risks faced by each client. Central to the company's philosophy is the belief that every employee plays a vital role in its success, fostering a collaborative and committed work environment.

Commercial Risk Group

Acquisition in 2023
Commercial Risk Group, based in Broken Arrow, Oklahoma, is an independent insurance agency. It focuses on serving mid-sized to large commercial clients, providing a wide range of property and casualty insurance coverages. These include general liability, commercial auto, workers' compensation, and commercial property insurance. The company's expertise lies in tailoring insurance strategies to meet the unique needs of each client.

Mcanally Wilkins

Acquisition in 2023
McAnally Wilkins is an insurance agency that specializes in providing comprehensive insurance services tailored for the oil and gas service industry. The company focuses on offering commercial insurance programs that include risk management expertise and employee benefits programs. Its services encompass general liability, automobile, property insurance, and workers' compensation, specifically designed for businesses involved in oilfield service and oil transportation. By addressing the unique insurance needs of the oil and gas sector, McAnally Wilkins enables its clients to make informed decisions regarding their insurance requirements.

Knowledge Vine

Acquisition in 2023
KnowledgeVine offers human performance improvement solutions aimed at reducing workplace errors and enhancing safety. The company has developed a technology and training platform that identifies the factors contributing to poor decision-making. By analyzing these influences, KnowledgeVine provides actionable strategies to mitigate risks and improve overall workforce performance. Their services focus on aligning workplace practices with human standards and behaviors, ultimately helping clients create safer and more efficient work environments.

Polley Insurance and Risk Management

Acquisition in 2022
Polley Insurance and Risk Management is a Gold River, California-based firm that specializes in providing comprehensive risk management and insurance services. The company offers a range of solutions, including commercial insurance, employee benefits, and personal insurance, aimed at addressing the diverse risks and exposures faced by its clients. Through its tailored programs, Polley Insurance and Risk Management seeks to ensure that individuals and businesses are adequately protected against potential liabilities and uncertainties.

FutureSense

Acquisition in 2022
FutureSense is a consultancy firm that specializes in organization development and human resource operations. The company offers a range of services designed to enhance human capital capacity and optimize organizational performance. These services include interim human resource management, equity compensation, leadership training, and the design of total rewards and incentive plans. FutureSense primarily serves sectors such as healthcare, senior care, physician groups, and professional service organizations, aiming to maximize productivity and employee satisfaction. Through its integrated approach, FutureSense assists organizations in aligning their human resources strategies with their overall business objectives.

The Benefit Services Group

Acquisition in 2022
BSG develops customized benefit plans using health analytics to help employers reduce costs, decrease risk, drive engagement, etc.

Biggs Insurance Services

Acquisition in 2021
Biggs Insurance Services is an independent insurance agency located in Vancouver, Washington. The agency serves both businesses and families by offering a range of insurance products, including health, life, earthquake, and auto insurance. Biggs Insurance Services is dedicated to providing clients with the right coverage tailored to their needs while ensuring competitive rates.

Confie Holding

Acquisition in 2021
Confie Holding is a prominent independent distributor of personal lines insurance in the United States, encompassing both standard and non-standard markets. Based in Huntington Beach, California, the company specializes in providing a range of insurance brokerage services, including personal and commercial lines insurance products. Confie's growth has been driven by a combination of organic expansion and strategic acquisitions, reflecting its commitment to meeting customer needs for cost, choice, and convenience. With a robust infrastructure and extensive industry expertise, Confie positions itself as a leader in the insurance distribution sector, aiming to strengthen its presence and service offerings across the nation.

Group Insurance

Acquisition in 2021
Group Insurance is a full-service employee benefits provider and one of Louisiana’s leading group insurance brokerage firms.

STANCE

Acquisition in 2021
STANCE provides modernized risk management, insurance advisory, and due-diligence services.

One Source RM

Acquisition in 2021
One Source RM specializes in credit insurance, risk mitigation, commercial collections and receivables management.

Vertus Benefits

Acquisition in 2021
Vertus Benefits is an employee benefits advisory firm headquartered in Bannockburn, Illinois. The company specializes in designing and managing a comprehensive range of employee benefits plans, including medical, dental, life, disability, and absence management, as well as voluntary benefits. Vertus Benefits caters to a diverse national client base, offering tailored solutions that address the unique needs of businesses in developing holistic insurance and benefits coverage for their employees. Additionally, the firm has a Global Benefits practice that assists organizations with international operations, guiding them through the complexities of global benefits management.

Senior Market Sales

Acquisition in 2020
Senior Market Sales is an insurance marketing organization focused on supporting agents in optimizing their time and enhancing their business operations. The company provides a comprehensive product portfolio tailored for insurance agents and financial services professionals, including a variety of Medicare solutions, travel insurance, and financial products such as annuities, life insurance, and long-term care insurance. In addition to these offerings, Senior Market Sales also provides worksite and group insurance plans, along with an extensive range of tools, services, and marketing programs designed to empower agents and streamline their sales processes.

TCOR Management

Acquisition in 2019
TCOR Management is a Texas-based firm specializing in risk management and insurance services, primarily serving the energy and construction industries. The company offers a comprehensive range of services, including commercial insurance, employee benefits, surety services, loss control, and human resource solutions. By addressing the unique needs of various organizations, TCOR Management aims to protect clients from potential losses and enhance their operational resilience.

InvisionBenefit

Acquisition in 2019
InvisionBenefit, Inc. is a broker, consultant, and administrator specializing in employee benefits and human resources consulting. Established in 2000 and headquartered in Lake In The Hills, Illinois, the company provides a comprehensive suite of services, including enrollment and advisory support, aimed at helping organizations manage their employee benefits effectively. InvisionBenefit operates as a subsidiary of Alliant Insurance Services, Inc.

CLS Partners

Acquisition in 2018
CLS Partners is an IT consulting and staffing company based in Austin, Texas. The firm specializes in providing a range of technology solutions, including communications, project management, strategic consulting, and IT staffing services. CLS Partners also offers VoIP solutions and focuses on the analysis, design, and implementation of unified communications systems. In addition to its IT services, the company provides employee benefits, risk management, and retirement consulting. Through a data-driven methodology, CLS Partners aims to optimize business performance and deliver measurable results for a diverse clientele, enabling organizations to reduce costs and enhance overall efficiency.

Boynton & Boynton Insurance

Acquisition in 2017
Boynton & Boynton is a privately held insurance agency based in Fair Haven, New Jersey, specializing in a wide range of insurance services for both commercial and personal clients. The firm offers comprehensive solutions including property and casualty insurance, professional liability, and employee benefits, catering to various industries across New York, New Jersey, and Pennsylvania. With a team of over 80 professionals, Boynton & Boynton is recognized for its commitment to personalized service and in-depth regional expertise. The agency focuses on creating tailored insurance programs that meet the specific needs of its clients, providing ongoing management and support to streamline claims handling and loss control services.

SES Insurance Brokerage Services

Acquisition in 2017
SES Insurance Brokerage Services, Inc. is a program specialist that provides master policy insurance solutions tailored for portfolios of real estate owned or controlled by financial institutions and investors. With a 27-year history, SES has established itself as a strategic resource for clients by delivering exceptional customer service, proactive relationship management, and innovative products. The company focuses on creating risk management solutions that adapt to the evolving needs of the market, utilizing advanced technology to offer customized portfolio insurance products. This commitment to high performance, teamwork, and creativity not only enhances client satisfaction but also attracts top talent to the organization. SES operates as a subsidiary of Alliant Specialty Insurance Services, Inc.

Burkhardt Consulting

Acquisition in 2017
Burkhardt Consulting is a leading employee benefit management consulting firm known for its expertise in cost management and plan administration. The company offers a range of consulting services designed to assist employers in effectively managing their employee benefit programs, which include dental, disability, vision, and medical insurance, as well as health reimbursement accounts. Burkhardt Consulting is recognized for its wide access to resources, quick response times, and personalized service, ensuring that clients receive quality support in the daily administration of their benefit plans. The firm’s proven track record positions it as a trusted partner for organizations seeking to optimize their employee benefit offerings.

The Hecht Group

Acquisition in 2016
The Hecht Group specializes in developing tailored benefit plans designed to align with the financial objectives of businesses, employees, and individuals. The company provides a range of services, including employee benefits, financial planning, and insurance solutions, as well as estate preservation planning. By focusing on creative plan designs, competitive pricing, and responsive personal service, The Hecht Group aims to support clients in achieving their financial goals, whether that involves growing an estate, ensuring business continuity, or establishing self-funded medical plans.

Farmin Rothrock & Parrott

Acquisition in 2016
Farmin, Rothrock & Parrott, Inc. is an independent insurance agency based in Spokane, Washington, founded in 1922. The company provides a diverse range of insurance products and services for both individuals and businesses across the United States. Its offerings include personal insurance such as auto, home, renters, recreational vehicle, and life and health insurance. In addition, the agency specializes in commercial insurance products, which encompass liability, property, business auto, and various types of coverage such as errors and omissions and group benefits insurance. Farmin, Rothrock & Parrott also assists clients with insurance claims, ensuring comprehensive support throughout the insurance process. As of 2016, the company operates as a subsidiary of Alliant Insurance Services, Inc.

Mesirow Insurance Services

Acquisition in 2016
Mesirow Insurance Services (MIS) is a division of Mesirow Financial established in 1972. It employs approximately 350 people and serves a diverse, regional client base. MIS is a full-service insurance brokerage and consultant specializing in property and casualty insurance, employee benefits, life and disability, private client insurance, and structured settlements.

Andre-Romberg Insurance Agency

Acquisition in 2016
Andre-Romberg Insurance Agency, Inc. is an independent insurance agency based in Spokane, Washington, that has been serving the Inland Northwest since its establishment in 1946. The agency provides a comprehensive range of personal insurance products, including auto, homeowner, condo, renters’, landlord, RV, boat, motorcycle, umbrella, earthquake, off-road vehicle, flood, and classic car insurance. Additionally, it offers business insurance solutions encompassing commercial auto, liability, property, workers' compensation, and various specialized coverages such as pollution liability and professional liability. Known for its friendly and ethical service, Andre-Romberg has built a strong reputation within the community for its commitment to professional insurance service over the years.
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