Assured Partners

AssuredPartners is a mid-market insurance brokerage firm founded in 2011 and headquartered in Lake Mary, Florida. The company focuses on investing in property and casualty and employee benefits brokerage firms, partnering with regional and local insurance providers to enhance customer service. AssuredPartners offers a range of services, including property and casualty insurance, risk management, employee benefits, and personal insurance. It serves middle-market businesses, public institutions, and high-net-worth individuals across the United States and in London, helping clients protect their assets and mitigate unforeseen risks.

Jim Henderson

Executive Chairman

Past deals in Insurance Brokers

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.

Halstead Insurance

Acquisition in 2024
Halstead Insurance, based in Fitchburg, Massachusetts, specializes in providing tailored personal and commercial insurance solutions. Their offerings include homeowners, automobile, individual life, and business insurance, catering to a diverse range of clients with customized coverage.

The Shepherd Agency

Acquisition in 2022
The Shepherd Agency provides insurance services.

Gallivan Murphy Insurance Brokers

Acquisition in 2022
Gallivan Murphy Insurance Brokers is an insurance brokerage based in Killarney, Ireland, offering car, van, home and commercial insurance to clients at competitive prices.

American Risk Services

Acquisition in 2021
American Risk Services is an insurance firm specializing in niche products such as Extended Warranty (EWT) Insurance, GAP Insurance, and Collateral Protection Insurance. It operates primarily within the financial services industry, serving auto lenders and lessors by managing their portfolio risks through these specialized insurance offerings and claims management services.

Goodman Insurance Services

Acquisition in 2021
Goodman Insurance Services is a specialized provider of insurance and risk management solutions based in Foothill Ranch, California. The company focuses on serving thousands of contractors throughout the state by offering tailored property and casualty insurance advisory services. Their expertise lies in delivering comprehensive insurance brokerage services designed to meet the unique needs of their clients.

Borland Insurance

Acquisition in 2021
Borland Insurance is a specialized provider of insurance brokerage services, catering primarily to commercial entities across diverse sectors such as real estate, agriculture, energy, manufacturing, food processing, vehicle recovery, IT, and private individuals. The company offers a comprehensive suite of insurance solutions, including property, business travel, contractors' all risks, environmental liabilities management, and professional indemnity coverage. Borland is renowned for its client-centric approach, delivering tailored insurance programs that address complex risk scenarios specific to each client's unique needs.

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.

Dawson, Taylor & Company

Acquisition in 2020
Dawson Taylor & Company is an established insurance agency based in Augusta, Georgia, founded in 1866. As a subsidiary of AssuredPartners, Inc., the company provides a range of insurance products, including commercial, home, auto, life, and professional liability insurance, as well as risk management services tailored to meet the needs of individuals and businesses. The firm is committed to delivering superior service to its clients, reflecting a strong dedication to both customer satisfaction and employee welfare.

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.

WTPhelan Insurance

Acquisition in 2020
WTPhelan Insurance is a fourth-generation, family-owned insurance agency located in Cambridge, Massachusetts. The company specializes in offering a range of insurance services, including life, personal, and business insurance. By focusing on the unique needs of each client, WTPhelan Insurance aims to provide tailored solutions that ensure optimal coverage for both personal and business interests. Through its commitment to quality service and deep industry knowledge, the agency strives to protect its clients' assets and provide peace of mind.

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.

Transportation Insurance Advisors

Acquisition in 2020
Transportation Insurance Advisors, LLC, established in 2012 and headquartered in Sanford, Florida, is a prominent provider of specialized insurance services tailored to the trucking industry. The company offers a comprehensive range of insurance solutions, including truck liability, physical damage, cargo, warehousing, general liability, property, worker's compensation, occupational accident benefits, bobtail liability, and captives insurance. As the largest truck insurance agency, Transportation Insurance Advisors is known for its expertise in asset protection and risk management, providing transportation professionals who guide clients through the complexities of the industry. The company operates as a subsidiary of AssuredPartners, Inc.

Early, Cassidy & Schilling

Acquisition in 2020
Founded in 1927, Early, Cassidy & Schilling is a regional, independently owned insurance brokerage firm. It offers customized risk management services, focusing on identifying and mitigating clients' areas of risk to reduce insurance costs.

Wateridge Insurance Services

Acquisition in 2020
Wateridge Insurance Services, Inc. is an independent insurance agency headquartered in San Diego, California, founded in 1984. The company offers a comprehensive range of insurance brokerage services, including commercial, personal, and employee coverages, as well as risk management solutions. Wateridge focuses on providing tailored coverage placements that meet the diverse needs of its clients while maintaining the personal touch typically associated with neighborhood insurance agents. As a subsidiary of AssuredPartners, Inc., Wateridge continues to serve clients across the United States, emphasizing both quality service and customized insurance solutions.

LMC Insurance & Risk Management

Acquisition in 2020
LMC Insurance & Risk Management, Inc. is a property and casualty insurance brokerage firm based in West Des Moines, Iowa. Founded in 1865, the company provides a comprehensive range of services that includes employee benefits, personal insurance, bonds, agri-business, and financial services. As a subsidiary of AssuredPartners, Inc., LMC Insurance & Risk Management combines extensive industry experience with innovative products to deliver exceptional service and value to its clients. The firm focuses on tailoring insurance solutions to meet the specific needs of its customers, ensuring they receive policies that align with their risk management requirements.

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.

Corkill Insurance Agency

Acquisition in 2020
Corkill Insurance Agency, Inc. is an independent insurance agency based in Elk Grove Village, Illinois, founded in 1959. The agency specializes in providing a comprehensive range of insurance solutions, including commercial, personal, and employee benefits. Corkill Insurance Agency is known for its innovative and customized insurance offerings, catering to both individual and business clients. The agency also provides services such as risk management, employee wellness programs, general liability coverage, and auto insurance, ensuring that clients receive tailored policies that meet their specific needs. As a subsidiary of AssuredPartners, Inc., Corkill Insurance Agency emphasizes a client-focused approach, delivering value-added services designed to enhance customer satisfaction.

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.

Alton E. Woodford Insurance Agency

Acquisition in 2019
Alton E. Woodford Insurance Agency, Inc. is an independent insurance agency based in West Hartford, Connecticut, with a history dating back to 1911. The agency provides a diverse range of insurance products, including coverage for home, auto, business, life, and recreational activities. Representing over 20 domestic property and casualty companies, Alton E. Woodford Insurance Agency specializes in addressing both common and hard-to-find insurance needs, ensuring that clients receive tailored policies that best suit their individual circumstances and business requirements. As a subsidiary of AssuredPartners, Inc., the agency continues to uphold its commitment to delivering personalized insurance solutions.

Houston Business Insurance Agency

Acquisition in 2019
Houston Business Insurance Agency is a commercial insurance agency with a long-standing reputation for delivering property and casualty insurance solutions to businesses of all sizes. The agency offers a wide range of insurance products, including general liability insurance, flood coverage, workers compensation, business auto policies, professional liability, crime insurance, cyber liability, equipment insurance, and cargo insurance. With its comprehensive offerings, the agency aims to meet the diverse insurance needs of its commercial clients, ensuring they are adequately protected against various risks.

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.

McCarthy & Trinka

Acquisition in 2019
McCarthy & Trinka Inc. is an insurance brokerage firm that has been servicing the insurance needs of businesses and individuals since its founding in 1950. Based in Oak Brook, Illinois, the company is licensed to operate in most industrial states across the United States. McCarthy & Trinka provides a comprehensive range of insurance services, including automotive, condominium, motorcycle, renters, home, and commercial liability insurance. Each member of the staff is licensed, ensuring a high level of expertise and customer service to meet the diverse insurance requirements of their clients. As of June 2019, McCarthy & Trinka 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.

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.

Goodworks Financial Group

Acquisition in 2019
Goodworks Financial Group is a provider of multi-line insurance services, specializing in employee benefits and property and casualty insurance. The company collaborates with its business partners, including GoodWorks Insurance, Industria Risk & Insurance Services, Metayer Bonding Associates, and Wheeler & Taylor Insurance, to develop innovative products and services that distinguish it in the industry. By offering a range of insurance solutions tailored for organizations involved in local education, healthcare, and public safety programs, Goodworks Financial Group aims to strengthen the communities in which it operates. Its team consists of dynamic industry experts dedicated to enhancing the insurance landscape through creativity and forward-thinking approaches.

Duffy & Livingston

Acquisition in 2019
Duffy & Livingston provides insurance brokerage services.

The Langley Agency

Acquisition in 2019
The Langley Agency, Inc. is an insurance brokerage firm based in Boca Raton, Florida, established in 1990. The company specializes in providing a range of insurance products, including auto, homeowners, and commercial insurance, tailored to meet the needs of individuals, families, and small business owners throughout Florida. Understanding the distinct challenges of living in a coastal community, The Langley Agency focuses on asset protection and risk management. As independent agents, they partner with a select group of insurance carriers, allowing them to offer competitive coverage options that cater to their clients' specific requirements. In 2019, The Langley Agency became a subsidiary of AssuredPartners, Inc.

AirSouth Insurance

Acquisition in 2019
AirSouth Insurance is an independent aviation insurance agency located in Dothan, Alabama. The company specializes in providing a range of insurance products tailored for the aviation sector, including coverage for pleasure and business aircraft, agricultural aircraft, and commercial aircraft. Committed to exceptional customer service, AirSouth Insurance prioritizes a people-driven approach, ensuring that clients receive personalized attention and support. By catering to both individuals and companies that own aircraft, AirSouth aims to deliver comprehensive insurance solutions that meet the diverse needs of its clientele.

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.

Regal Aviation Insurance

Acquisition in 2018
Regal Aviation Insurance specializes in aviation and aircraft insurance, catering to a diverse range of clients in the aviation sector. The company offers comprehensive coverage options, including corporate aviation insurance, aerial application insurance, and commercial aircraft insurance. It also provides insurance solutions for charter operations, flight schools, and helicopter operators. Additionally, Regal Aviation Insurance covers personal non-owned aircraft and offers protection for aviation property exposure. The company addresses the unique risks associated with aviation manufacturing and maintenance, ensuring that clients receive tailored insurance solutions that meet their specific needs.

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.

Sunforest Transportation Insurance Group

Acquisition in 2018
Sunforest Transportation Insurance Group is a wholesale insurance agency located in Toledo, Ohio, specializing in trucking and transportation insurance. The company provides a comprehensive range of insurance products tailored to meet the needs of clients in the trucking industry. Their offerings include auto insurance, auto physical damage coverage, cyber liability, general liability, motor truck cargo insurance, trailer interchange insurance, and accident damage coverage. By delivering a complete suite of insurance solutions, Sunforest Transportation Insurance Group aims to offer affordable protection for its clients, ensuring they are well-covered against various risks associated with the transportation sector.

Ranew Insurance Agency

Acquisition in 2018
The Ranew Insurance Agency, Inc., founded in 1980 and based in West Melbourne, Florida, specializes in insurance brokerage services. As a subsidiary of AssuredPartners, Inc., the agency focuses on providing a variety of insurance solutions, including Condominium Association Insurance, Homeowners Association Insurance, and coverage for churches and commercial properties. Additionally, it offers flood insurance and other related services, catering to the unique needs of its clients in the community.

Hutson Insurance Group

Acquisition in 2018
Hutson Insurance Group operates as an insurance broker, providing a range of insurance solutions tailored to meet the needs of businesses. The company specializes in liability insurance, workers' compensation insurance, and business property insurance. By conducting detailed evaluations, Hutson Insurance Group customizes its offerings to help businesses protect themselves against various risks and exposures. Through its comprehensive approach, the firm aims to deliver effective insurance coverage that ensures clients are adequately safeguarded in their respective industries.

B&W Brokers

Acquisition in 2018
B&W Brokers Ltd. is an independent insurance brokerage firm based in London, United Kingdom, founded in 2014. The company specializes in providing a range of casualty and property insurance products and services. It caters to clients across various regions, including Canada, Australia, the United Arab Emirates, and North America, allowing them to select insurance schemes tailored to their specific needs. As of June 2018, B&W Brokers operates as a subsidiary of Paul Napier Ltd.

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.

Peoples Insurance Agency

Acquisition in 2018
Peoples Insurance Agency Ltd. is a family-owned independent insurance agency established in 1982 and headquartered in Waverly, Iowa. The company offers a range of insurance solutions to both individuals and businesses across 47 states. With a team of over 100 trained professionals, Peoples Insurance Agency specializes in providing tailored insurance and risk management advice to meet the specific needs of its clients. As a subsidiary of AssuredPartners, Inc., the agency is committed to monitoring market trends and adapting its services in an ever-evolving industry. The leadership team, consisting of Joe, Kathy, Jason, Jarvis, and Joshua Whitinger, emphasizes a vision of becoming the nation’s premier insurance and risk management advisors.

The Elan Group

Acquisition in 2018
The Elan Group, founded in 1986 and based in Tampa, Florida, is a specialized employee benefits firm that focuses on designing, enrolling, and servicing employee benefit plans. The company offers comprehensive human resource solutions, including insurance carrier negotiations, benefit management systems, online communication and enrollment platforms, payroll services, and individual insurance options. With an emphasis on providing tailored benefit plans, The Elan Group helps employers minimize costs while maximizing the quality of benefits offered to their employees. The firm also adapts its services to align with current payroll administration systems, allowing for more flexible and effective benefit offerings. Since 2018, The Elan Group operates as a subsidiary of AssuredPartners, Inc.

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.

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.

Capitol City Insurance

Acquisition in 2018
Capitol City Insurance is an independent insurance agency based in the United States that offers a range of insurance and employee benefits services. The company specializes in commercial insurance, employee benefits, as well as auto and home insurance. By collaborating with various insurance providers, Capitol City Insurance aims to deliver tailored insurance solutions that meet the diverse needs of its clients.

Insurance & Risk Management Services

Acquisition in 2018
Insurance and Risk Management Services, Inc., established in 1988 and based in Naples, Florida, provides a range of risk management solutions alongside commercial and personal insurance services. As a subsidiary of AssuredPartners, Inc., the company specializes in delivering comprehensive insurance brokerage services that cater to both business and personal needs. Its offerings are designed to protect clients against unforeseen events while enabling them to seize beneficial opportunities. The company focuses on ensuring that businesses can navigate risks effectively and maintain resilience in challenging circumstances.

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.

English Insurance Group

Acquisition in 2017
English Insurance Group, an independent insurance agency, offers insurance with many excellent companies to meet your business and personal insurance needs. As business owners, we understand the importance of finding the most appropriate coverage for your unique needs, at the best rate possible.

The Hartfield Company

Acquisition in 2017
The Hartfield Company is an insurance brokerage firm.

Hope Aviation Insurance

Acquisition in 2017
Hope Aviation Insurance, Inc. is an aviation insurance brokerage firm established in 1963 and headquartered in Columbia, South Carolina. As a subsidiary of AssuredPartners, Inc., the company specializes in providing a diverse array of insurance and risk management solutions tailored to the aviation industry. With a team that includes several certified aviation insurance professionals, Hope Aviation Insurance leverages its extensive experience as pilots, aircraft owners, and insurance brokers to negotiate optimal insurance packages for its clients. The firm is recognized for its ability to secure preferred rates and enhanced buying power through the volume of policies it manages, allowing it to offer custom-tailored coverage for high-performance aircraft, fixed base operators, and various aviation service providers.

Synergy Professional Associates

Acquisition in 2017
Synergy Professional Associates, Inc. is a specialized insurance intermediary based in Fairfield, New Jersey, focusing on professional liability and program development. As a managing general agent and wholesale broker, the company provides essential support and agency services to insurance professionals, helping them access markets and carriers that cater to unique business needs. Known for its expertise, flexibility, and quick response times, Synergy Professional Associates has built a nationwide reputation for offering competitive insurance options tailored to the specific requirements of its clients. As a subsidiary of AssuredPartners, Inc., the company is dedicated to enhancing the capabilities of its partners through exclusive programs and comprehensive market solutions.

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.

Naught-Naught Agency

Acquisition in 2017
Naught-Naught Agency is one of the largest independent insurance agencies in Missouri, established in 1972. The agency operates with a network of independent agents who are not affiliated with any single insurance provider, allowing clients to access a diverse range of products and pricing options. This independence enhances customer choice while ensuring high-quality service. Naught-Naught Agency focuses on delivering comprehensive insurance solutions tailored to meet the unique needs of its clients, leveraging decades of experience to serve both personal and local interests effectively.

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.

Alkali

Acquisition in 2017
Alkali, LLC is an independent insurance brokerage and consulting firm based in Plano, Texas. The company specializes in providing insurance brokerage services as well as outsourcing solutions, focusing on educating businesses, employers, individuals, and families about insurance. Through its innovative processes and the expertise of its team members, Alkali aims to empower clients to take personal responsibility for their insurance needs. The firm seeks to transform the insurance industry by maximizing value and enhancing the integrity of services offered to clients. As of June 21, 2017, Alkali operates as a subsidiary of AssuredPartners, Inc.

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.

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.

Dealey, Renton & Associates

Acquisition in 2017
Dealey, Renton & Associates, established in 1950 and now a subsidiary of AssuredPartners Inc., is an employee-owned independent insurance agency based in California. As one of the largest such agencies in the state, DRA serves over 4,000 companies across various industries, with a specialization in professional liability coverage for architects, engineers, environmental consultants, and other design firms. The company's core service involves strategically partnering with clients to develop tailored risk management and insurance programs that align with each firm's unique needs and risk tolerance. DRA offers extensive assistance with policy applications, loss prevention education programs, contract reviews, claims monitoring, and coverage reviews, demonstrating a comprehensive approach to insurance brokerage aimed at advancing clients' interests.

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.

Southern Risk Management

Acquisition in 2016
Southern Risk Management is provides insurance brokerage and risk management services.

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.

LJ Stein & Company

Acquisition in 2016
LJ Stein & Company, Inc. specializes in insurance risk management and brokerage services tailored for exploration and production companies and contractors involved in oil and natural gas resource development. The firm delivers a comprehensive suite of services, including risk assessment, quantification, management, and insurance strategy placement. Additionally, it provides support for both buyers and sellers in the form of coverage analysis, cost modeling, and statistical predictive loss analysis. The company also offers expertise in representations and warranties related to mergers and acquisitions, ensuring that its clients are equipped to navigate the complexities of the energy sector effectively.

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.

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.

Encompass Risk Solutions

Acquisition in 2016
Encompass Risk Solutions, Inc. is an insurance brokerage firm specializing in risk management and insurance services tailored for the transportation industry. Founded in 2011 and headquartered in Warminster, Pennsylvania, the company offers a range of insurance products including trucker’s liability, motor truck cargo, and worker’s compensation, among others. Encompass Risk Solutions aims to address the financial challenges of the low-margin transportation sector by providing comprehensive risk management strategies that focus on cost reduction and enhanced coverage. Their services also include claims management, contractual review, owner operator consultation, and the administration of captive and self-insured groups. The company operates as a subsidiary of AssuredPartners, Inc., emphasizing its commitment to delivering effective solutions for clients in the transportation market.

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.

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.

Alliance Insurance Partners

Acquisition in 2015
Alliance Insurance Partners is a subsidiary of Assured Partners, Inc., specializing in risk management solutions. The company is composed of a team of experienced professionals dedicated to providing comprehensive insurance services, including property and casualty insurance, workers' compensation, and professional liability coverage. With a focus on delivering tailored risk management strategies, Alliance Insurance Partners aims to meet the diverse needs of its clients, ensuring they are adequately protected against various liabilities and risks.

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

Acquisition in 2015
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.

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.

Johnson-Locklin & Associate

Acquisition in 2015
Johnson-Locklin & Associates Insurance Corporation is an independent insurance agency based in Birmingham, Alabama, specializing in the transportation sector, particularly trucking, brokerage, warehousing, and logistics. Established in 1982, the company provides a comprehensive range of insurance products tailored to the unique needs of its clients. These offerings include various trucking insurance solutions such as automobile liability, physical damage, cargo coverage, and general liability, among others. Additionally, Johnson-Locklin addresses the insurance requirements of brokerage and logistics operations by providing products like truck brokerage liability, contingent cargo insurance, and property broker bonds. As a subsidiary of AssuredPartners, Inc., the firm continues to focus on delivering specialized insurance services to its targeted industry segments.

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.

Coliance Risk Advisors

Acquisition in 2015
Coliance Risk Advisors is an insurance brokerage firm based in Indianapolis, Indiana. The company specializes in a range of services, including worker’s compensation consulting, loss prevention, claims management, alternative risk management, personal asset protection, and commercial insurance. It serves various sectors, such as staffing, manufacturing, construction, property and real estate, and transportation, primarily in the Midwest. Coliance Risk Advisors is committed to delivering quality insurance brokerage services tailored to meet the specific needs of its clients across these industries.

Greater South Insurance

Acquisition in 2015
Greater South Insurance is a family-owned insurance broker that specializes in providing commercial and personal insurance products and services primarily for the animal agriculture sector in the United States and internationally. The company offers a diverse range of insurance solutions, including workers' compensation, property coverage, general liability, and various forms of professional liability. Additionally, Greater South Insurance provides surety bonds, self-insurance programs, and loss control services. To enhance safety and risk management, the company also delivers written safety programs, safety audits, fleet safety assessments, construction jobsite evaluations, and noise level evaluations. Furthermore, it offers employee benefit schemes, including health plans and voluntary benefits.

Colonial Insurance Agency

Acquisition in 2015
Colonial Insurance Agency is a well-established insurance brokerage and risk-management firm based in Central Alabama, with over 50 years of experience in the industry. Originally focused on real estate and financial services insurance advisory, the company has expanded its offerings to include a wide range of traditional property and casualty insurance products, as well as specialty insurance programs tailored for sectors such as hospitality, medical malpractice, emergency services, social services, and construction. The agency prides itself on its strong commitment to client service and building enduring relationships based on trust and confidence. With a focus on employing highly skilled and motivated professionals, Colonial Insurance Agency continues to experience significant growth while maintaining a clear vision and purpose in the market.

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

Acquisition in 2015
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.

RSI Insurance Brokers of Florida

Acquisition in 2015
RSI Insurance Brokers of Florida provides specialized insurance programs for transportation, logistics, and warehousing businesses. The company offers commercial, property and casualty, and employee benefits coverage tailored to trucking, agribusiness, marine, power, and energy sectors. It focuses on customized programs that include DOT compliance support, driver selection and training, and drug and alcohol testing procedures, serving both small operators and large fleets.

Chapple Insurance Group

Acquisition in 2015
Chapple Insurance Group is a property and casualty insurance agency that specializes in offering a range of risk management and insurance products and services. The firm focuses on delivering tailored solutions to meet the diverse needs of its clients, ensuring comprehensive coverage and support in navigating potential risks. With a commitment to excellence in customer service, Chapple Insurance Group aims to build lasting relationships with its clients while providing reliable and effective insurance solutions.

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.

American Westbrook Insurance Services

Acquisition in 2014
American Westbrook Insurance Services is provides insurance brokerage and risk management consultant services in the United States. The company offers risk management services in the areas of risk management audits, updating and validating risk data of existing risks, monitoring risk exposure, and strategizing on minimizing collateral requirements and more. It also offers various property and casualty services and coverages in the areas of general liability; commercial property; commercial auto; workers’ compensation, including high risk WC; professional liability; and more. In addition, the company offers human resource consulting services, including job description development, policies and procedures development, employee handbooks, recruiting support, and more services; and human resource outsourcing services, which include payroll, time and attendance, human resources information systems, and employer liability management services, as well as benefits administration, including online support services.

Sheehan Insurance Service

Acquisition in 2014
A Haymarket, Va.-based business and personal insurance agency

Baronsmead Partners

Acquisition in 2014
Baronsmead Partners is an independent financial risk insurance broker specializing in the alternative investment management industry. Founded in 2002 by Senior Partner Robert Kelly, the firm was established to address a gap in the market for dedicated brokerage services tailored to hedge funds and investment managers. Baronsmead offers a range of services, including risk consultancy reviews, insurance product development, claims management, and client transition management. The company operates on the principle that a deeper understanding of client needs enables the creation of more effective insurance policies. By bridging the gap between the insurance and investment sectors, Baronsmead aims to deliver comprehensive solutions that protect investors against corporate liability.

First Palmetto Insurance Agency

Acquisition in 2014
First Palmetto Insurance Agency is an insurance agency that provides a range of coverage options for families and businesses. The agency specializes in homeowners insurance, condo insurance, and property insurance, ensuring protection for residential properties. Additionally, it offers auto insurance, as well as coverage for motorcycles, boats, and recreational vehicles. For businesses, First Palmetto provides various insurance solutions, including general liability, commercial property, and product liability insurance. The agency also addresses specific needs such as homeowners association insurance and offers wind and hail coverage, making it a comprehensive provider in the insurance sector.

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.
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