City Financial Marketing Group
Acquisition in 2025
CFM Group is a quality insurance broker and specialists in van, house, car, commercial, holiday and life insurance.
CoyleKiley Insurance Agency
Acquisition in 2024
CoyleKiley Insurance Agency is an independent provider of multi-specialty insurance and wealth management services serving corporate, high-net-worth individuals, and retail markets. The agency offers home, auto, travel, and personal-collection insurance and provides insurance reviews to tailor coverage, delivering customized solutions to meet clients’ long-term insurance and financial needs.
ITALIANO INSURANCE SERVICES
Acquisition in 2024
ITALIANO INSURANCE SERVICES is an insurance service firm that fulfills all insurance needs.
Duley Bolwar Pederson
Acquisition in 2022
Duley Bolwar Pederson provides a strategic mix of plans and services that fit within the overall goal of your employee benefits program. They first evaluate your industry, your program and administrative requirements and then scour the market exhaustively to ensure each individual product represents the best value for your employees and their families. With conviction, their mission is to create innovative, consistent achievements for their customers that will maximize their value while serving long term partnerships. They strive to exceed by managing their business with integrity, the highest ethical standards, and leading in a responsible manner with an emphasis on the well-being of their employees, vendors and the communities they serve.
Valentine Insurance Agency
Acquisition in 2022
Valentine Insurance Agency is a full-service independent insurance agency based in Moberly, Missouri. The agency offers a wide range of insurance products, including auto, home, life, health, farm, and commercial insurance. By providing comprehensive broking services, Valentine Insurance Agency aims to deliver innovative solutions that help clients safeguard against various uncertainties and risks. Through its diverse offerings, the agency is committed to meeting the insurance needs of individuals, families, and businesses in the community.
Fred C. Church
Acquisition in 2022
Fred C. Church is an insurance company that specializes in providing a wide range of insurance coverage and risk management services for both individuals and businesses. The firm offers personal insurance solutions including home, automobile, and education insurance, alongside various business insurance and accidental insurance products. By focusing on optimal insurance solutions, Fred C. Church aims to meet the diverse needs of its clients while effectively managing their risk exposure.
Pierce Group Benefits
Acquisition in 2021
Pierce Group Benefits is an insurance company based in Holly Springs, North Carolina, specializing in providing comprehensive employee benefit packages. The company offers a wide range of benefits including health, dental, vision, life, disability, and supplemental insurance. Additionally, they provide flexible spending accounts, pet insurance, accident insurance, medical bridge, and group critical care and cancer insurance. These services are designed to help clients attract and retain personnel by offering robust benefit options.
Smith-Reiss Agency
Acquisition in 2021
Smith-Reiss Agency is an insurance agency that provides a range of coverage options for both personal and commercial clients. The agency specializes in offering insurance solutions for automobiles, businesses, homeowners, and life, helping clients safeguard their assets against unforeseen events. With a focus on comprehensive insurance services, Smith-Reiss Agency aims to meet the diverse needs of its clientele through tailored coverage that ensures financial protection and peace of mind.
Anchor Pardue Insurance
Acquisition in 2021
Anchor Pardue Insurance is an independent insurance agency based in Birmingham, Alabama, specializing in a comprehensive range of insurance products and services. The agency provides commercial, personal, and life insurance solutions, allowing clients to customize coverage to meet their specific needs. By partnering with multiple A+ rated carriers, Anchor Pardue Insurance ensures that clients receive optimal coverage options at competitive prices. The agency's commitment to personalized service enables it to effectively address the diverse insurance requirements of its clientele.
Biglow & Company
Acquisition in 2021
Biglow & Company is an insurance agency that specializes in delivering comprehensive financial and insurance services, along with risk management solutions, to families and businesses. The company offers a wide array of insurance products, including commercial, personal, and life insurance. Additionally, Biglow & Company provides support for billing inquiries, claims processing, minor policy adjustments, and the issuance of certificates and bonds. By offering a diverse range of coverage options and services, the company enables its clients to effectively address their insurance needs and concerns.
Fiorella Insurance Agency
Acquisition in 2021
Fiorella Insurance Agency is an insurance provider focused on simplifying the process of obtaining various types of coverage for its clients. The agency offers a range of insurance products, including health, life, auto, homeowners, and dental insurance. By prioritizing a personalized approach, Fiorella Insurance Agency aims to eliminate confusion and guesswork, ensuring that customers can easily find the right coverage to meet their individual needs. This commitment to clarity and customer satisfaction sets the agency apart in the insurance landscape.
Kainos Partners
Acquisition in 2021
Kainos Partners is a professional services firm specializing in insurance consulting and financial services. They offer a comprehensive suite of services tailored for both businesses and individuals, encompassing financial planning, advisory services, employee benefits programs, and retirement benefit programs. Their mission is to provide clients with expert guidance they trust, helping them achieve their unique financial goals.
Murray Insurance Associates
Acquisition in 2021
Murray Insurance Associates is a commercial insurance company based in Lancaster, specializing in providing comprehensive insurance solutions for individuals and businesses. The firm offers a range of services, including personal, commercial, and health insurance, as well as risk management, wealth management, and employee benefits solutions. By leveraging their expertise, Murray Insurance Associates aims to help clients navigate their insurance needs effectively, ensuring they are better prepared and more secure in their financial and personal endeavors.
Marquis Transportation
Acquisition in 2021
Marquis Transportation is a specialized insurance broker focusing on providing tailored insurance and risk management solutions to businesses within the transportation service industry.
Stafford Financial Consulting Group
Acquisition in 2021
Stafford Financial Consulting Group is a multidisciplinary, fee-based advisory firm specializing in insurance and investment services. The company provides comprehensive employee benefits advisory and consulting services tailored to both large and small businesses. Its focus is on delivering independent, objective, and confidential strategic planning to assist clients in making informed decisions regarding employer benefit programs, 401(k) plans, and health care compliance. With a commitment to guiding businesses through complex benefits decisions, Stafford Financial Consulting Group leverages its expertise to enhance the overall benefits offerings of its clients.
National Benefit Programs
Acquisition in 2020
National Benefit Programs is a provider of independent health and welfare benefits consulting, specializing in contract review, market analysis, and consulting for medical, prescription drug, and vision benefits. The company serves over one million client lives globally and represents thousands of small and mid-market businesses. National Benefit Programs employs a unique Market Analysis approach, enabling leading companies to assess the Return On Investment of its services before engagement. Through its comprehensive consulting offerings, the company aims to deliver tailored solutions that meet the diverse needs of its clients in the health and welfare sector.
Matsock
Acquisition in 2020
John J. Matsock & Associates, Inc. is a full-service insurance agency based in Naperville, Illinois, established in 1950. The agency specializes in offering personalized and comprehensive insurance and retirement planning solutions tailored to meet the unique needs of its clients. With a focus on delivering professional expertise and a commitment to client satisfaction, Matsock aims to help individuals secure a sound financial future. Since October 2020, the agency has operated as a subsidiary of AssuredPartners, Inc., enhancing its capacity to serve a diverse clientele.
Dohn & Maher Associates
Acquisition in 2020
Dohn & Maher Associates is a provider of insurance and surety brokerage services based in Palatine, Illinois. Founded in 1988, the company offers a comprehensive portfolio of insurance products, including workers' compensation, general liability, professional liability, automobile coverage, umbrella liability, employment practices liability, property, and inland marine coverages. Dohn & Maher Associates is committed to working exclusively with carriers that prioritize integrity, professionalism, fairness, and financial stability. As of August 2020, it operates as a subsidiary of AssuredPartners, Inc.
ENV Insurance Agency
Acquisition in 2020
ENV Insurance Agency, based in Liverpool, New York, specializes in providing customized insurance programs tailored to meet the specific needs of businesses and organizations. Founded in 1998, the agency compares various plans from multiple carriers to deliver a comprehensive range of services, including financial, employee benefits, human resources, and property and casualty insurance. ENV Insurance Agency focuses on ensuring that clients receive competitive pricing and solutions that exceed market demands, helping them make informed decisions about their insurance coverage. As a subsidiary of AssuredPartners, Inc., the agency continues to uphold its commitment to personalized service and client satisfaction.
Rand-Tec Insurance Agency
Acquisition in 2020
Rand-Tec Insurance Agency, Inc. is an established insurance brokerage based in Vernon Hills, Illinois, incorporated in 1987. The agency specializes in a wide range of insurance products, including life, health, auto, home, and business insurance, catering to both individuals and businesses. Rand-Tec is recognized for its commitment to building long-lasting relationships with clients, fostering trust and reliability in its services. As of June 2020, it operates as a subsidiary of AssuredPartners, Inc., enhancing its capabilities and resources in the insurance market.
Cypress Insurance Group
Acquisition in 2020
Cypress Insurance Group Inc. is an independent insurance provider based in Fort Lauderdale, Florida, established in 1999. The company offers a wide range of insurance and risk management products for both individuals and businesses. Its personal insurance portfolio includes homeowners, renters, automobile, life, and recreational vehicle insurance, while its business insurance services encompass professional liability and flood insurance, catering to various sectors such as religious organizations, manufacturers, contractors, and retail stores. By delivering tailored insurance solutions, Cypress Insurance Group aims to protect the lives and livelihoods of families and businesses throughout South Florida. As of May 2020, the company operates as a subsidiary of AssuredPartners, Inc.
Aniello Insurance Agency
Acquisition in 2020
Aniello Insurance Agency, Inc. is an independent insurance agency that specializes in offering a range of insurance services. The agency provides commercial insurance, auto insurance, individual health insurance, life insurance, and group health insurance. By fostering strong relationships with various "A-rated" insurance carriers, Aniello Insurance is able to deliver cost-effective solutions without compromising coverage quality. As a subsidiary of AssuredPartners, Inc., the agency is committed to meeting the diverse insurance needs of its clients.
Lundstrom Insurance
Acquisition in 2020
Lundstrom Insurance Agency, Inc. is a family-owned and operated insurance agency based in Elgin, Illinois, founded in 1953. The agency offers a range of insurance solutions tailored to meet the needs of both businesses and individuals. As a third-generation company, Lundstrom Insurance has established a reputation for providing personalized service and expertise in the insurance industry. Since becoming a subsidiary of AssuredPartners Capital Inc. in January 2020, the agency continues to operate with a commitment to delivering quality insurance products and exceptional customer service.
The Jordan Insurance Group
Acquisition in 2020
The Jordan Insurance Group, LLC is a Columbia, Maryland-based firm that specializes in life insurance strategies and employee benefit services. Incorporated in 2008, the company offers a range of services, including employee benefits, voluntary benefits, benefits administration and payroll, executive benefit plans, and estate tax strategies. As a subsidiary of AssuredPartners, Inc. since January 2020, The Jordan Insurance Group is committed to delivering tailored solutions that meet the diverse needs of its clients through careful selection of products and proven benefit designs.
Ventura Pacific Insurance Services
Acquisition in 2019
Ventura Pacific Insurance Services is an independent insurance agency located in Agoura Hills, California, specializing in personal and commercial insurance protection. The firm offers a diverse range of insurance products, including auto, home, life, and health insurance, catering to the varied needs of individuals and businesses. As a subsidiary of AssuredPartners, Inc., Ventura Pacific Insurance Services is committed to delivering comprehensive insurance solutions tailored to its clients' requirements.
Healthcare Consultants
Acquisition in 2019
Healthcare Consultants, Inc. is a Houston-based company established in 1993 that specializes in providing insurance broking services and employee benefits solutions. As a subsidiary of AssuredPartners, Inc., it offers customized insurance products tailored to the needs of businesses. The company assists clients in navigating risk assessments, compliance issues, and selecting optimal group plan options, ensuring that organizations can effectively determine the most suitable benefits for their employees. By leveraging advanced technology, Healthcare Consultants aims to deliver innovative solutions that enhance the client experience and meet diverse healthcare needs.
Tutton Insurance Services
Acquisition in 2019
Tutton Insurance Services, Inc., established in 1988 and headquartered in Santa Ana, California, is a distinguished insurance brokerage firm. As a subsidiary of AssuredPartners, Inc., Tutton Insurance specializes in providing comprehensive consumer insurance services, including home, auto, life, health, and financial insurance options. The company stands out for its commitment to building strong partnerships with both clients and insurance companies, ensuring personalized service through a skilled staff that caters to individual client needs. This customer-centric approach has contributed to Tutton Insurance's growth as one of the region's fastest-growing agencies.
Premier Consulting Associates
Acquisition in 2019
Premier Consulting Associates, LLC is a health care benefits consulting firm based in Amherst, New York. Founded in 2004, the company specializes in employee health care benefits brokerage services, offering a comprehensive range of solutions that encompass insured and self-insured medical and pharmacy plans, as well as ancillary products. Premier Consulting Associates assists employers in structuring benefit programs that align with the needs of both management and employees, ensuring a strategic balance between cost reduction and effective health plan management. As of 2019, the company operates as a subsidiary of AssuredPartners, Inc.
Horizon Insurance Agency
Acquisition in 2019
Horizon Insurance Agency, LLC, founded in 1990 and headquartered in Phoenix, Arizona, is a full-service insurance agency offering a diverse range of insurance products. The agency specializes in home and auto insurance, farm insurance, life insurance, health insurance, pet health insurance, and recreational vehicle insurance. Horizon Insurance Agency represents a variety of highly respected and top-rated national and regional insurance companies, ensuring a comprehensive selection of coverage options for its clients. As of June 2019, Horizon operates as a subsidiary of AssuredPartners, Inc.
Rivard Insurance Agency
Acquisition in 2019
Rivard Insurance Agency, established in 1980 and headquartered in Boynton Beach, Florida, is an independent insurance agency that prioritizes customer needs. It offers a wide range of insurance products, including auto, condominium, business, and commercial insurance, as well as assistance in life, health, and financial planning services. The agency works with numerous insurance companies, enabling clients to find the best coverage at competitive prices. Since June 2019, Rivard Insurance has been a subsidiary of AssuredPartners, Inc.
Esser Hayes Insurance Group
Acquisition in 2019
Esser Hayes Insurance Group, established in 1941 and headquartered in Naperville, Illinois, is a subsidiary of AssuredPartners, Inc., operating as an independent insurance agency. The company specializes in reviewing and recommending insurance policies, offering consultation services to both businesses and individuals. Their comprehensive range of insurance solutions includes commercial and personal lines, health plans, and estate-planning services.
Premier Insurance Corp.
Acquisition in 2019
Premier Insurance Corporation, Inc., founded in 1996 and based in Cape Coral, Florida, provides comprehensive insurance agency services. As a subsidiary of AssuredPartners, Inc., the company boasts a team of professionals with numerous insurance designations and over a century of combined experience. Premier Insurance aims to simplify the complexities of insurance for its clients by offering clear education on various options, enabling informed and responsible decision-making.
Donald H Bailie Agency
Acquisition in 2019
Donald H Bailie Agency is an insurance company.
J. S. Clark Agency
Acquisition in 2018
J. S. Clark Agency, Inc. is an employee benefit consulting firm headquartered in Southfield, Michigan. Founded in 1987, the agency specializes in providing brokerage services for various insurance plans, including medical, dental, vision, prescription drug, life, and disability insurance. Additionally, the company offers consultancy in benefits compliance and healthcare reform, helping clients navigate the complexities of employee benefits and regulatory requirements. As of November 2018, J. S. Clark Agency, Inc. operates as a subsidiary of AssuredPartners, Inc.
Evolve Consulting Group
Acquisition in 2018
Evolve Consulting Group, Inc. is an employee benefits and consulting firm based in Crofton, Maryland, specializing in the design, implementation, and administration of health and welfare plans for small to mid-sized organizations. Founded in 2009, the company aims to deliver cost-effective risk management solutions tailored to the evolving needs of its clients. Evolve Consulting Group prioritizes enhancing the broker-client relationship by committing to professional excellence and responsive service. Additionally, the firm focuses on building long-lasting, trustworthy partnerships and staying informed about healthcare legislation to provide clients with efficient and effective guidance in their benefits management. As a subsidiary of AssuredPartners, Inc., Evolve Consulting Group continues to expand its capabilities in employee benefits and human resources consulting.
Biddle Insurance Services
Acquisition in 2018
Biddle Insurance Services, Inc. specializes in providing a comprehensive range of insurance services, including employee benefits, individual life and disability insurance, as well as commercial and personal insurance. With an 83-year history, the company has built a reputation for delivering quality protection at competitive prices. Biddle Insurance Services focuses on establishing enduring relationships with its clients through responsive and attentive service. By offering tailored insurance solutions, the company assists businesses in developing competitive compensation packages, which play a crucial role in attracting and retaining employees.
Biddle & Company
Acquisition in 2018
Biddle & Company, established in 1923, is a full-service insurance brokerage firm dedicated to addressing the diverse needs of its clients in a dynamic insurance marketplace. With over 88 years of experience, the company offers a comprehensive range of insurance products, including home, renters, auto, business, life, health, workers' compensation, property coverage, and general liability. Biddle & Company serves personal, commercial, and small business clients, providing tailored solutions and expert consultancy services to ensure optimal coverage for their unique circumstances.
Bell Insurance
Acquisition in 2018
Bell Insurance Group, Inc. is a provider of personal and commercial insurance services, specializing in a range of coverage options including home, auto, boat, business, and workers' compensation insurance. The company emphasizes personalized attention and quality customer service, aiming to create a client experience that stands out in the current market. By focusing on the unique needs of individuals and businesses, Bell Insurance works to ensure that clients and their loved ones are adequately protected. Operating as a subsidiary of AssuredPartners, Inc., Bell Insurance is committed to delivering quality insurance products and services.
National Insurance Services
Acquisition in 2018
National Insurance Services (NIS), based in Brookfield, Wisconsin, has specialized in employee benefits insurance consulting and brokerage since 1969. The company focuses exclusively on serving schools and public organizations, providing a range of insurance solutions that include health insurance and both full and retiree benefit plans. NIS is attuned to the unique challenges faced by educational institutions and municipalities, such as political dynamics and budgetary constraints, allowing it to offer tailored and reliable services to its clients. By leveraging its extensive experience, NIS has become a valuable resource for school districts seeking to navigate the complexities of employee benefits.
Cornerstone Insurance Group
Acquisition in 2018
Cornerstone Insurance Group is a specialized consulting firm focused on Employee Benefits and Risk Management. They strive to positively impact clients' bottom line by implementing strategic solutions tailored to each organization's unique needs.
Insurance Associates of Magee
Acquisition in 2018
Insurance Associates of Magee is a multi-line insurance agency that provides a range of insurance brokerage services to families, individuals, and businesses. The agency specializes in various types of coverage, including commercial insurance, auto insurance, home insurance, life insurance, and health insurance. By offering these services, Insurance Associates of Magee helps clients protect themselves from potential future uncertainties and risks, ensuring comprehensive support for their insurance needs.
AgentLink
Acquisition in 2018
AgentLink, Inc. is an insurance agency based in Louisville, Kentucky, specializing in the distribution of a diverse range of insurance products and services. Founded in 1991, the company focuses on supporting independent insurance agents by simplifying their administrative tasks, allowing them to dedicate more time to client interactions. AgentLink offers services including life and long-term care insurance, group enrollment, third-party administrative support, human resources consultations, and legal advice. The company operates through a network of agents across the United States and has expanded its presence with additional offices in Indianapolis, Indiana. In April 2011, AgentLink, formerly known as MedLink Inc., rebranded to reflect its commitment to enhancing the efficiency of insurance agents. The company has been a subsidiary of AssuredPartners, Inc. since 2018.
BWE Insurance
Acquisition in 2018
BWE Insurance is serving the insurance needs of greater Nashville.
Delco Insurance Group
Acquisition in 2018
Delco Insurance Group LLC is a consultative brokerage helping employers avoid the pitfalls of Compliance and Regulatory issues associated with today's complex Employment Practices and ACA Guidelines. They provide our clients with marketplace experience, comprehensive service, online tools and a strategy to navigate the ever changing benefits landscape.
Owen-Dunn Insurance Services
Acquisition in 2017
Owen-Dunn has been serving California businesses since 1949, offering a comprehensive range of insurance services tailored to meet the unique needs of both businesses and individuals. Their offerings include property and casualty insurance, surety bonds, workers' compensation, employee benefits, loss control, and claims management. The experienced team at Owen-Dunn positions itself as a trusted adviser, working closely with clients to understand their operations and risk management concerns. This collaborative approach allows them to deliver customized risk management programs through strategic planning and technology-based solutions. By leveraging their expertise and commitment to follow-through, Owen-Dunn helps clients identify challenges, implement effective solutions, and anticipate future consequences.
Sachs Walsh Insurance
Acquisition in 2017
Sachs Walsh Insurance is an insurance brokerage firm, established in 1978 and headquartered in Westport, Connecticut. The company provides a diverse range of insurance products, including personal, automobile, business, life, and health insurance, sourced from reputable and well-known insurance providers. Sachs Walsh Insurance operates as a subsidiary of AssuredPartners Capital Inc., enhancing its ability to serve clients with a broad spectrum of insurance options.
Odom Scruggs & Associates
Acquisition in 2017
Odom Scruggs & Associates is provides personal and commercial insurance services.
Herlong Bates Burnett Insurance
Acquisition in 2017
Herlong Bates Burnett Insurance, Inc. is an insurance brokerage firm based in Greenville, South Carolina, founded in 2002. The company serves as a one-stop shop for a comprehensive range of insurance needs, offering business insurance, home and auto insurance, life insurance, and health insurance. As a subsidiary of AssuredPartners, Inc. since 2017, Herlong Bates Burnett Insurance collaborates with various insurance providers to deliver tailored solutions for its clients.
Front Range Insurance Group
Acquisition in 2017
Front Range Insurance Group, LLC is an insurance brokerage firm based in Fort Collins, Colorado, established in 1985. The company specializes in providing a range of insurance services, including property and casualty insurance, employee benefits, and financial and retirement products. As of July 2017, Front Range Insurance Group operates as a subsidiary of AssuredPartners, Inc.
Benefit Resource Group
Acquisition in 2017
Benefit Resource Group LLC is an employee benefits advisory and health insurance consulting firm based in Reno, Nevada. Founded in 2003, the company specializes in providing a range of services, including benefits administration, carrier research, work-site products, online enrollment, and consulting services that encompass financial analysis and wellness programs. As of June 2017, Benefit Resource Group operates as a subsidiary of AssuredPartners, Inc., further enhancing its capabilities in the insurance brokerage sector.
Craft Insurance Center
Acquisition in 2017
Craft Insurance Center, Inc. is an independent insurance agency based in Greensboro, North Carolina, established in 1934. The agency offers a comprehensive range of insurance products tailored for both families and businesses across the United States. Its personal insurance offerings include property coverage such as homeowners, renters, and specialty insurance, along with vehicle insurance for auto, motorcycles, and watercraft. Additionally, Craft Insurance Center provides individual health and life insurance options. On the business side, the agency delivers various insurance solutions, including business owners' policies, general liability, workers' compensation, and specialty insurance products. The company operates as a subsidiary of AssuredPartners, Inc.
Preferred Guardian Group
Acquisition in 2017
Preferred Guardian Group is provides insurance brokerage services for the errors and omissions coverage for real estate firms. It offers personal insurance in the areas of motor vehicle, property, umbrella, recreational, and wedding/special events; business insurance, including general liability, professional liability, commercial property, inland marine, commercial vehicle, and workers compensation; life, disability, and health insurance; and errors and omissions insurance in the areas of real estate, home inspectors, consultants, technology IT, attorney, not for profit, data breach, EPLI, and directors and officers liability.
JMA Benefits Consulting
Acquisition in 2017
JMA Benefits Consulting Inc, provides benefit consulting and designs benefit products for employees, such as wellness programs, retirement, disability, life, and voluntary plans.
Keenan
Acquisition in 2017
Keenan & Associates, Inc. is a prominent insurance brokerage and consulting firm based in Torrance, California, with multiple branch offices across the state. Established in 1972, the company specializes in providing a range of insurance products and services, including employee benefits, health benefit management, workers' compensation, risk management, and property and liability insurance. Its client base primarily includes schools, public agencies, healthcare organizations, and municipalities. Keenan is recognized for its innovative and cost-effective insurance solutions, particularly tailored for public sector entities and healthcare providers. As of March 2018, Keenan operates as a subsidiary of AssuredPartners, Inc.
Phillips Agency
Acquisition in 2017
Phillips Agency is a US-based insurance services firm that offers health, dental, vision, long-term care, life, and disability insurance, as well as employee benefits and group insurance for businesses. It provides access to a broad network of national carriers, including Aetna, Blue Cross Blue Shield, Humana, and MetLife, enabling tailored and cost-effective insurance options for workforces.
TJS Insurance Group
Acquisition in 2016
TJS Insurance Group is a Pittsburgh-based insurance brokerage that has been serving clients since its founding in 1924. The company specializes in providing a wide range of insurance solutions, including commercial property and casualty insurance, employee benefits brokerage, and personal life and health insurance. TJS Insurance Group also offers risk management solutions and designs customized financial programs tailored to the unique needs of its clients. After partnering with AssuredPartners in 2016, the company expanded its reach to serve clients across all 50 states and 47 countries, while maintaining a strong focus on delivering exceptional local service.
Kentucky Insurance Group
Acquisition in 2016
Kentucky Insurance Group LLC is an independent insurance agency based in Lexington, Kentucky. It provides a range of personal insurance services, including auto, home, personal umbrella, personal articles, and recreational insurance. Additionally, the company offers commercial insurance solutions such as property, liability, equipment, workers' compensation, and bond insurance. It also provides life, health, and employee benefits. The company operates as a subsidiary of AssuredPartners, Inc.
Benefit Specialists
Acquisition in 2016
Benefit Specialists Inc. is an employee benefits brokerage and consulting firm based in Lake Oswego, Oregon, founded in 1976. The company provides a comprehensive array of services designed to assist both small and large employers in managing their employee benefits programs. These services include benefits evaluation and audit, renewal planning and analysis, and vendor negotiation. Additionally, Benefit Specialists offers solutions in areas such as medical and dental benefits, health care spending accounts, wellness programs, life insurance, short- and long-term disability, health savings accounts, and flexible spending accounts. The firm also supports employers with services like identity theft protection, total compensation statements, and employee assistance programs. As of September 2016, Benefit Specialists operates as a subsidiary of AssuredPartners, Inc., enhancing its ability to deliver effective benefits solutions to clients across the United States.
National Healthcare Access Agency
Acquisition in 2016
National Healthcare Access Agency specializes in designing, analyzing, and implementing employee benefits and HR management strategies for businesses. The company offers a range of services including the development of benefits strategies, implementation and management of employer-based benefit plans, and administrative support for healthcare-related enrollment services. Additionally, National Healthcare Access Agency provides NHA Navigator, a platform that enables employers to manage all aspects of their employee benefits efficiently through a single program.
Gerrity, Baker, Williams
Acquisition in 2016
Gerrity, Baker, Williams is an insurance brokerage firm based in New Jersey. It offers a comprehensive range of insurance products and services, including home, car, business, flood, life, wedding, annuity, dental, disability, health, and long-term care insurance. The company specializes in both personal and commercial insurance solutions to meet the diverse needs of its clients.
LegacyTexas - Insurance Services
Acquisition in 2016
LegacyTexas - Insurance Services is provides insurance brokerage services. It offers personal insurance products in the areas of home, automobiles, condominium, renter, mobile home, jewelry, furs, silver and antiques, boat, yacht, jet ski, motorcycle, RV, snowmobile and ATV, farm and ranch, personal umbrella, rental property, vacation home, life, disability, and medical.
MaximGroup
Acquisition in 2016
MaximGroup is an insurance agency based in Houston, Texas, founded in 1931. The company specializes in providing a wide range of insurance services, including commercial insurance, life insurance, marine insurance, and various types of personal insurance such as homeowners, automobile, health, flood, renters, and personal excess liability coverage. Additionally, it caters to specialized needs by offering insurance for motorcycles, RVs, travel trailers, vacant land, and vacation homes. MaximGroup also provides financial planning services, encompassing advice and planning, estate planning, and ongoing monitoring. The agency serves a diverse clientele across various industries, including chemicals, construction, education, energy, and technology, as well as local, regional, and national businesses. As of May 2016, MaximGroup operates as a subsidiary of AssuredPartners, Inc.
Daly Merritt Insurance
Acquisition in 2016
Daly Merritt Insurance, Inc. is an independent insurance agency based in Wyandotte, Michigan, with additional offices in Ann Arbor, Monroe, and Trenton. Established in 1928, the company specializes in providing comprehensive insurance services to individuals, families, and businesses across the United States. Its offerings encompass a wide range of business protection options, including building and contents insurance, general and professional liability, workers' compensation, and various employee benefit plans. Additionally, Daly Merritt provides personal insurance products such as auto, homeowners, and life insurance, alongside health insurance and retirement planning services. The firm also focuses on risk management, offering advisory services that include captives and loss control support, tailored to meet the unique demands of clients in diverse sectors like education, transportation, and nonprofit organizations. As a subsidiary of AssuredPartners, Inc., Daly Merritt Insurance emphasizes building long-term relationships with clients to develop customized insurance solutions that adapt to the evolving needs of businesses.
Riverbend Insurance Agency
Acquisition in 2016
Riverbend Insurance Agency is specializes in small business and personal insurance.
Bynum Insurance Company
Acquisition in 2016
Bynum Insurance Company is an independent insurance agency based in Sumter, South Carolina, established in 1955. The company offers a comprehensive range of insurance solutions tailored to meet the needs of individuals, families, and businesses throughout the state. Its personal insurance products include auto, home, watercraft, recreational vehicles, motorcycles, and personal umbrella liability coverage. For businesses, Bynum Insurance provides customized insurance programs designed to protect various sectors, including retail, office, contractor, service, and industrial. Additionally, the agency offers health and life insurance options, such as individual and group medical plans, health savings accounts, Medicare supplements, and disability insurance. By representing multiple reputable insurance carriers, Bynum Insurance is able to create competitive and tailored coverage solutions for its clients. As of 2016, the company operates as a subsidiary of AssuredPartners, Inc.
AssureSouth
Acquisition in 2016
AssureSouth, Inc. is offers insurance brokerage services. It offers annuity, auto, bond, business owners’, commercial auto, disability, earthquake, general liability, health, homeowner flood, homeowners’, life, liquor liability, long term care, motorcycle, renters’, term life, vision, watercraft, windstorm, motorcycle accident, property loss, and workers’ compensation insurance solutions.
Clark Associates
Acquisition in 2016
Clark Associates, Inc. is an independent insurance agency based in Birmingham, Alabama, founded in 1977. The company specializes in both personal and commercial insurance services, offering a range of products tailored to meet the needs of various clients. Its personal insurance offerings include home, auto, motorcycle, boat, RV, and personal liability umbrella coverage. For commercial clients, Clark Associates provides comprehensive solutions such as general liability, professional liability, workers compensation, and property insurance, among others. The firm is recognized for delivering customized insurance solutions and risk management plans designed to address the specific requirements of different industries. As of 2016, Clark Associates operates as a subsidiary of AssuredPartners, Inc.
MRW Insurance Services
Acquisition in 2016
MRW Insurance Services is a full-service independent insurance agency based in Hauppauge, New York, with additional offices in several locations across the state. Established in 1987, the agency specializes in providing a wide range of insurance products and services. Its offerings include personal insurance solutions such as auto, home, flood, renter, and motorcycle insurance, as well as recreational vehicle and watercraft coverage. MRW also provides comprehensive commercial insurance options encompassing property, general liability, workers’ compensation, and various industry-specific packages. Additionally, the agency offers life and health insurance solutions, employee benefit programs, and specialty insurance, catering to diverse client needs. After being acquired by Assured SKCG, Inc., MRW Group Inc. rebranded as MRW Insurance Services, enhancing its capability to serve customers effectively.
Van Zandt, Emrich & Cary
Acquisition in 2016
Van Zandt, Emrich & Cary Inc. is a prominent insurance agency based in Louisville, Kentucky, founded in 1914. The company specializes in a wide range of insurance and financial services, including property and casualty insurance, life insurance, health plans, and employee benefits packages. It caters to both individual and business clients, offering tailored insurance products for various sectors such as restaurants, auto dealerships, law firms, and nonprofits. Additionally, the agency provides comprehensive employee benefits programs, which encompass medical, dental, and vision insurance, along with retirement planning services. The firm also engages in financial consulting, estate planning, and long-term care planning. As a subsidiary of AssuredPartners, Inc., Van Zandt, Emrich & Cary continues to serve clients across the United States with licensed insurance consultants and a commitment to meeting diverse insurance needs.
Roehrs & Company
Acquisition in 2016
Roehrs & Company, Inc. is an insurance agency that offers a comprehensive range of insurance solutions for both individuals and businesses. Founded in 1923 and headquartered in Exton, Pennsylvania, the company operates branches in Pennsylvania and South Carolina. It specializes in personal insurance products, including home, auto, life, health, and recreational vehicle coverage, as well as commercial insurance tailored for various industries and employee benefits. Roehrs & Company aims to build lasting relationships with its clients, serving as a resource to help them understand their insurance needs, address coverage gaps, and maintain compliance. The agency serves customers throughout the continental United States and is a subsidiary of AssuredPartners, Inc.
Glenn/Davis & Associates
Acquisition in 2016
Glenn/Davis & Associates, Inc. is an insurance brokerage firm based in Statesboro, Georgia, that provides a range of insurance services to clients across the United States. Founded in 1989, the company specializes in life and health insurance products, including healthcare, dental, life, long-term and short-term disability, voluntary, long-term care, and stop-loss insurance, along with reinsurance solutions. Additionally, it offers property-casualty insurance brokerage and risk management services, which encompass risk assessment, program design, coverage recommendations, program implementation, and account servicing. The firm primarily caters to middle-market and large commercial clients in various sectors, including healthcare, construction, manufacturing, financial institutions, property management, alternative energy, automotive retail, marine, and aviation markets. As of December 30, 2015, Glenn/Davis & Associates operates as a subsidiary of AssuredPartners, Inc.
Church Insurance and Financial Services
Acquisition in 2016
Church Insurance and Financial Services, Inc. is an insurance agency based in Akron, Ohio, founded in 1950. The company specializes in providing a range of personal and business insurance products. Its personal insurance offerings include auto, home, watercraft, and aviation coverage. For businesses, Church Insurance offers commercial vehicle insurance, general liability coverage, and small business insurance, along with loss control services. As of January 2016, the company operates as a subsidiary of AssuredPartners, Inc.
Archer A. Associates
Acquisition in 2016
Archer A. Associates, Inc. is an insurance brokerage firm based in Franklin Square, New York, founded in 1952. The company specializes in providing comprehensive insurance solutions for both businesses and families. Its offerings include property and casualty insurance, life insurance products, and a variety of employee benefit plans, which encompass group life, health, and disability coverage, as well as pension and retirement plans such as 401K and profit-sharing options. Additionally, Archer A. Associates provides financial planning services that cover life and health insurance, disability income plans, asset planning, estate analysis, wealth transfer strategies, and long-term care insurance. The firm operates as a subsidiary of Assured SKCG, Inc.
Insurance Marketing Center
Acquisition in 2015
Insurance Marketing Center, Inc., established in 1987 and headquartered in Rockville, Maryland, specializes in distributing group and individual health insurance products across Maryland, Virginia, and Washington D.C. As a wholesale distributor, the company partners with insurance brokers, offering competitive carriers and plan designs. Since December 2015, it has operated as a subsidiary of AssuredPartners, Inc., maintaining its focus on providing exceptional service through a dedicated team of experienced professionals.
D.M. Lovitt Insurance Agency
Acquisition in 2015
D.M. Lovitt Insurance Agency is a Tucson-based insurance provider serving individuals, families, and businesses throughout Arizona. The agency offers a comprehensive range of personal insurance products, including auto, home, motorcycle, and life insurance, as well as specialized coverage such as flood, long-term care, and travel insurance. For businesses, D.M. Lovitt provides various insurance solutions, including general liability, workers' compensation, commercial property, and professional liability insurance. The agency also offers employee benefit solutions, surety bonds, and risk management services. With an additional office in Scottsdale, Arizona, D.M. Lovitt Insurance Agency operates as a subsidiary of AssuredPartners, Inc., ensuring a broad spectrum of coverage options tailored to meet the diverse needs of its clients.
Wilson H. Flock Insurance
Acquisition in 2015
Wilson H. Flock Insurance, Inc., founded in 1937 and based in Wyoming, Pennsylvania, provides a range of insurance services including personal, commercial, and life insurance. The company specializes in auto, home, and business insurance, as well as coverage for boats, watercraft, and Jet Skis. As of October 2015, Wilson H. Flock Insurance operates as a subsidiary of AssuredPartners, Inc., allowing it to leverage a broader network and resources while maintaining its commitment to serving clients with diverse insurance needs.
Moscker Insurance Agency
Acquisition in 2015
Moscker Insurance Agency, Inc. is an independent insurance brokerage based in Severna Park, Maryland, serving both individual and commercial clients since its founding in 1992. The agency offers a wide range of commercial insurance products, including business automobile, general liability, property, and workers' compensation insurance. For personal insurance needs, Moscker provides automobile, boat, homeowner's, and life insurance coverage. Additionally, the agency specializes in group health insurance, encompassing dental, vision, and disability coverage, as well as retirement plans and long-term care options. Moscker Insurance Agency also assists clients with healthcare reform compliance, voluntary benefits, and estate planning. The company serves various industries, offering tailored insurance solutions for contractors, real estate appraisers, food distributors, and more, making it a versatile provider of comprehensive insurance services in the region.
Western Rivers Insurance
Acquisition in 2015
Western Rivers Insurance is provides a full range of commercial, personal and group life and health insurance services and products to businesses of all sizes.
Bandy Van Cleave & Williamson
Acquisition in 2015
Bandy Van Cleave & Williamson Agency, LLC is an insurance agency based in Nashville, Tennessee, that has been in operation since 1997. The agency specializes in providing a range of insurance services, including life, property, health, disability, personal, and casualty coverage. It primarily serves mid-size businesses, offering tailored insurance solutions to meet their specific needs. As of September 2015, Bandy Van Cleave & Williamson operates as a subsidiary of AssuredPartners, Inc.
Sisk & Co. is a distinguished insurance advisory firm located in Denver, Colorado, specializing in services tailored for the oil and gas industry. The company provides a comprehensive range of insurance solutions, including energy insurance, workers' compensation, and employee benefits. It focuses on risk management and safety training, offering services such as claims management, contract review, and Master Service Agreement review. Sisk & Co. also addresses the unique needs of oil and gas clients through specialized coverage options like roustabout, control of well, rig, transportation and hauling, pipeline operators, and lease operators insurance. In addition to these offerings, the firm provides captive services, including single parent captives and risk retention groups, further enhancing its support for operators and non-operators in the energy sector.
Insurance & Benefits Group
Acquisition in 2015
Insurance & Benefits Group LLC is a provider of insurance and surety services catering to businesses, municipalities, educational institutions, non-profit organizations, and individuals both domestically and internationally. Founded in 1948 and based in Sedalia, Missouri, the company specializes in a wide array of offerings, including property and casualty insurance, surety bonding, employee benefits analysis, and retirement planning. Its commercial insurance coverages include various liabilities such as general, professional, and environmental liability, as well as workers' compensation and employee benefit plans. The company also provides personal insurance products, encompassing life, health, disability, and various types of property coverage. Additionally, Insurance & Benefits Group offers captive insurance programs tailored for Fortune 500 companies and middle-market businesses. As of 2015, it operates as a subsidiary of AssuredPartners, Inc.
WSC Insurance
Acquisition in 2015
WSC Insurance has been in the insurance business for over 60 years.
Founders Insurance Group
Acquisition in 2015
Founders Insurance Group, Inc. is an insurance agency based in Torrington, Connecticut, with an additional office in Lakeville, Connecticut. Established in 1989, the company provides a comprehensive range of insurance products, including business insurance such as property, liability, excess liability, business auto, and workers compensation coverage. Additionally, it offers personal insurance options encompassing auto, home, renters, motorcycle, boat, and specialty coverages like valuable articles and domestic workers compensation. The firm also covers niche areas with custom-designed programs for unique considerations and provides Platinum Accounts for high net worth clients. Founders Insurance Group operates as a subsidiary of AssuredPartners, Inc. since 2015, enhancing its service offerings and market reach.
Stoudt Advisors
Acquisition in 2015
StoudtAdvisors is committed to being a trusted partner in the employee benefits arena. In these difficult economic times we continue to offer quality benefit choices at competitive rates. Their Hanover Area Chamber Healthcare Plan and the Susquehanna Healthcare Coalition each offer their clients discounted coverage options. Their extensive expertise with our private exchange,Bright Choices is a great solution for companies looking to managed their benefit budget while offering their employees more choices than ever before. So if you have 2 employees or 10,000 employees we have a solution for you.
WorkforceTactix
Acquisition in 2015
WorkforceTactix, Inc. is a provider of employee benefits and insurance brokerage services, specializing in a comprehensive range of offerings. The company delivers group benefits, including medical, dental, vision, and life and disability insurance. Additionally, it offers voluntary benefits solutions such as disability, term life, critical illness, long-term care, universal life, whole life, accident, and hospital gap insurance. WorkforceTactix also focuses on retirement planning and executive benefit services, which encompass financial planning, investing, risk management, and corporate benefits. Furthermore, the company provides human resource professional services, emphasizing data analytics, property and casualty insurance, and recruitment services to enhance workforce management and support organizational needs.
Jones, Raphael & Oulundsen
Acquisition in 2015
Jones, Raphael & Oulundsen, Inc. is an insurance agency based in New Britain, Connecticut, established in 1966. The firm specializes in offering a comprehensive range of personal and business insurance solutions. Personal insurance products include auto, home, life, health, and various specialized coverages such as flood, motorcycle, and umbrella insurance. For businesses, the agency provides commercial insurance options that encompass general liability, workers compensation, commercial property, and cyber liability, among others. The company serves a diverse clientele, including individuals, families, and businesses across multiple towns in Connecticut, delivering tailored insurance solutions to meet a variety of needs. Jones, Raphael & Oulundsen operates as a subsidiary of AssuredPartners, Inc.
T.A. Cummings Jr
Acquisition in 2015
T.A. Cummings Jr. Co. was founded in 1930 with a mission to provide clients with a complete portfolio of superior commercial and personal insurance products and services at the most competitive rates available. Today they are a recognized leader in the Chicago marketplace as a direct agent to over 35 standard "A" rated insurance companies.
Walsh Benefits
Acquisition in 2015
Walsh Benefits is specializes in the design, administration and marketing of custom insurance programs and financial planning services for client organizations and their members.
Amtech Insurance Brokers
Acquisition in 2015
Amtech Insurance Brokers, Inc. is an insurance brokerage firm based in Latham, New York, with additional locations in Ghent, New York, and Naples, Florida. Founded in 1993, the company specializes in providing insurance solutions for both large and small commercial contractors in the New York City area. Its offerings include a variety of products such as property, general liability, automobile liability, inland marine, boiler and machinery, umbrella, and workers compensation insurance. Amtech also extends its services to life insurance, health insurance, and retirement plans, catering to diverse client needs across various industries, including construction, welding supply, drilling, and medical care facilities. The firm is recognized for its expertise in welding supply and compressed gas accounts and provides customized loss control services and disaster planning. As a subsidiary of Assured SKCG, Inc., Amtech Insurance Brokers is committed to addressing the insurance and risk management needs of its clients through tailored solutions.
MCM, founded in 1961 and headquartered in Seattle, Washington, is one of the largest privately held benefits consulting and insurance brokerage firms in the Northwest. The company specializes in a range of services, including employee benefits, executive benefits, retirement planning, insurance advisory, and property and casualty insurance. MCM is recognized as an industry leader, focusing on building mutually beneficial, long-term relationships with clients. It serves high net worth individuals and businesses, offering them unique advantages through its comprehensive suite of consulting and insurance services. In 2015, MCM became a subsidiary of AssuredPartners, Inc., further enhancing its capabilities in the marketplace.
Omni Risk Management
Acquisition in 2015
Omni Risk Management, Inc. is a provider of insurance and bonding solutions tailored specifically for the construction industry. The company specializes in various types of coverage, including construction insurance, surety bonds, and general commercial insurance. In addition to its focus on the construction sector, Omni Risk Management also offers personal insurance products, such as home and auto insurance, as well as life and health insurance. By delivering a comprehensive range of services, Omni Risk Management aims to meet the diverse needs of its clients in both commercial and personal insurance markets.
BRG Insurance and Bonds
Acquisition in 2015
BRG Insurance & Bonds, LLC is an insurance and surety bonding agency based in Lake Mary, Florida. Established in 2008, the company specializes in offering a comprehensive range of commercial insurance programs, including property, workers compensation, liability, crime, automobile, and construction coverage tailored to various sectors such as contractors, manufacturers, nursing homes, assisted living facilities, and medical offices. In addition to these services, BRG also provides surety bonds, encompassing contract, commercial, and court bonds. Furthermore, the company extends its offerings to group health insurance, self-funded health insurance, dental, life, vision, and disability insurance, along with customized employee benefits and risk control services. These services include educational materials, claim analyses, onsite assessments, and specialized seminars, aiming to meet the diverse needs of its clients across the United States, Canada, the Caribbean, and beyond.
A.J. Lupas Insurance Agency
Acquisition in 2015
A.J. Lupas Insurance Agency, Inc. is an independent insurance agency based in Pennsylvania, specializing in a diverse array of insurance products for individuals, families, and businesses. The agency provides commercial and personal insurance options, which include coverage for home, auto, watercraft, motorcycles, rental properties, and valuable items such as antiques and jewelry. Additionally, A.J. Lupas Insurance Agency offers recreational vehicle, umbrella, and flood insurance. The agency also focuses on personal protection services, providing health, life, and disability insurance to meet the varied needs of its clients. With a commitment to tailored insurance solutions, A.J. Lupas Insurance Agency serves as a reliable partner for comprehensive coverage.
Premiere Coastal Insurance Group
Acquisition in 2014
Premiere Coastal Insurance Group, Inc. is an insurance brokerage based in Savannah, Georgia, specializing in a comprehensive range of insurance solutions. The company offers personal insurance products, including auto, home, aviation, and valuables coverage, as well as umbrella policies tailored for high net worth individuals. In addition to personal insurance, Premiere Coastal provides a variety of business insurance services, encompassing commercial property, workers’ compensation, general liability, errors and omissions, and professional liability. The firm also focuses on air travel insurance, emphasizing safety and loss control, along with claims adjustment services.
Casualty Assurance of Chaska
Acquisition in 2014
Casualty Assurance of Chaska, founded in 1967, is a provider of insurance services catering primarily to the Southwestern suburbs of Minneapolis. The company specializes in a range of insurance products, including commercial insurance, employee benefits, and personal insurance. Through its tailored offerings, Casualty Assurance aims to meet the diverse needs of its clients, ensuring comprehensive coverage and support in various aspects of risk management.
Hukill Hazlett Harrington Agency
Acquisition in 2014
Hukill Hazlett Harrington Agency is a full-service, independent insurance agency established in 1838, located in the Blue Ash/Cincinnati, Ohio area. The agency primarily serves clients in the Greater Cincinnati and Northern Kentucky regions, but it also caters to national and international clients. As a privately owned entity, Hukill Hazlett Harrington Agency offers a comprehensive range of insurance services, emphasizing personalized attention and tailored solutions for their diverse clientele.
Crawford Advisors
Acquisition in 2014
Crawford Advisors is a benefits consulting and brokerage firm specializing in the design, implementation, and administration of various employee benefit programs, including health, life, disability, and voluntary benefits. The company provides a comprehensive suite of services, such as benefits administration, flexible spending accounts, and COBRA administration. Additionally, Crawford Advisors offers expertise in compliance with regulations such as HIPAA, FMLA, and ERISA, ensuring that clients meet necessary legal requirements. The firm also focuses on employee communications and health improvement initiatives, helping organizations enhance their overall employee benefit offerings and maintain compliance with relevant laws.
The Wright Group Services
Acquisition in 2014
The Wright Group Services is a well-established firm with over 30 years of experience, offering a comprehensive range of brokerage services. The company specializes in employee benefits, property and casualty insurance, as well as retirement plans. By leveraging leading-edge products and extensive expertise, The Wright Group Services delivers exceptional service and value to its clients.
Ramsey Insurance Agency
Acquisition in 2014
Ramsey Insurance Agency, Inc. is an independent insurance agency based in West Virginia that offers a comprehensive range of personal and commercial insurance products. For individuals and families, the agency provides various coverage options, including homeowner, auto, recreational vehicle, and specialty insurances such as antique and wedding insurance. Additionally, they cater to healthcare companies and businesses by offering commercial insurance solutions, including general liability, contractor's insurance, cyber liability, and professional liability coverage. With a commitment to meeting diverse insurance needs, Ramsey Insurance Agency serves a wide clientele by delivering tailored insurance services and expertise.
Landry Harris & Company
Acquisition in 2014
Landry Harris & Company is an insurance brokerage and risk management firm that specializes in providing comprehensive services tailored for medium and large commercial businesses. The company offers an extensive range of insurance products, including property and casualty coverage, general liability, workers' compensation, and employee benefits. Additionally, it provides various bond services, such as bid, performance, payment, and fiduciary bonds, along with specialized bonds like ERISA and notary bonds. Landry Harris & Company also addresses diverse commercial insurance needs, offering policies for builders risk, auto, business interruption, and a variety of liability coverages. Their expertise encompasses sectors such as maritime, professional, transportation, and pollution insurance, ensuring robust support for their clients' risk management requirements.