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

Chairman and CEO

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 all-encompassing independent agency recognized as an industry leader and trusted partner in creating customized solutions to meet clients' long-term insurance and financial needs.

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 agency located in Killarney, Ireland. The company specializes in providing a range of insurance products, including car, van, home, and commercial insurance. By focusing on competitive pricing, Gallivan Murphy aims to meet the diverse insurance needs of its clients while targeting further growth in the commercial sector.

American Risk Services

Acquisition in 2021
American Risk Services is an insurance firm that focuses on providing a range of specialized insurance products, including collateral protection insurance, wear and tear insurance, and GAP insurance. The company operates as an insurance broker and administration entity, primarily serving the financial services industry. By offering products such as temporary auto protection and claims management services, American Risk Services assists auto lenders and lessors in managing their portfolio risk effectively while generating fee income. Through its tailored solutions, the firm aims to meet the unique needs of its clients in the automotive finance sector.

Goodman Insurance Services

Acquisition in 2021
Goodman Insurance Services is an insurance brokerage firm located in Foothill Ranch, California, focusing on insurance and risk management solutions tailored for contractors throughout the state. The company provides specialty property and casualty insurance advisory services, addressing the unique needs of thousands of California contractors. Through its expertise, Goodman Insurance Services aims to help clients effectively manage their insurance needs and mitigate risks associated with their businesses.

Biglow & Company

Acquisition in 2021
Biglow & Company is an insurance agency that specializes in providing comprehensive financial and insurance solutions as well as risk management services to families and businesses. The company offers a variety of insurance products, including commercial, personal, and life insurance, and supports clients with billing inquiries, claims processing, minor policy adjustments, and certificates of insurance. By offering a diverse range of coverage options, Biglow & Company aims to meet the unique needs of its clients, ensuring they have the appropriate protection for their personal and business interests.

Marquis Agency

Acquisition in 2021
Marquis Agency is a professional insurance broker that focuses on providing risk management and consulting services tailored to the transportation service industry. The agency offers a comprehensive range of insurance solutions, including property-casualty insurance, errors and omissions liability, employee benefits, and workers compensation. Additionally, they provide coverage for commercial property and commercial auto insurance, as well as excess liability. Marquis Agency also features a learning management system to support its clients in managing their insurance needs effectively.

Dawson, Taylor & Company

Acquisition in 2020
Dawson Taylor & Company, founded in 1866 and based in Augusta, Georgia, operates as an insurance agency providing a range of services. The company offers commercial, home, auto, life, and professional liability insurance, along with risk management services tailored to meet the needs of individuals and businesses. In pursuit of excellence, Dawson Taylor & Company emphasizes superior service to its clients. It has become a subsidiary of AssuredPartners, Inc., one of the largest insurance brokerage agencies in the country, enhancing its capabilities and reach within the insurance industry.

WTPhelan Insurance

Acquisition in 2020
WTPhelan & Co 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. With a commitment to providing tailored solutions, WTPhelan & Co aims to help clients secure optimal insurance coverage that protects both their personal and business interests.

Rand-Tec Insurance Agency

Acquisition in 2020
Rand-Tec Insurance Agency, Inc. is an insurance brokerage based in Vernon Hills, Illinois, established 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. Known for fostering strong, long-lasting relationships with clients, Rand-Tec operates as a subsidiary of AssuredPartners, Inc. since June 2020, enhancing its capacity to provide comprehensive insurance solutions.

Transportation Insurance Advisors

Acquisition in 2020
Transportation Insurance Advisors, LLC, founded in 2012 and based in Sanford, Florida, specializes in providing a comprehensive range of insurance services tailored for the trucking industry. The company offers truck liability, physical damage, cargo, warehousing, general liability, property, worker's compensation, occupational accident benefits, bobtail liability, and captives insurance. As a subsidiary of AssuredPartners, Inc. since April 2020, Transportation Insurance Advisors is recognized as the largest truck insurance agency, delivering essential asset protection and risk management solutions. Their team of transportation professionals is dedicated to navigating the complexities of the insurance landscape specific to the needs of trucking companies.

Early, Cassidy and Schilling

Acquisition in 2020
Early, Cassidy & Schilling, LLC is a regional, independently owned risk management firm based in Rockville, Maryland, established in 1927. Formerly known as Ellett & Short, Inc., the company rebranded in January 1968 and now operates as a subsidiary of AssuredPartners, Inc. It specializes in providing insurance brokerage and advisory services, focusing on customized solutions that help clients identify and assess their risk areas. By offering strategic and cost-effective risk management options, Early, Cassidy & Schilling aims to reduce the overall cost of insurance for its clients.

Wateridge Insurance Services

Acquisition in 2020
Wateridge Insurance Services, Inc., founded in 1984 and headquartered in San Diego, California, operates as a full-service insurance brokerage. The company provides a comprehensive range of insurance solutions, including commercial, personal, and employee coverages, as well as risk management services. Wateridge Insurance Services focuses on delivering tailored coverage placements while maintaining a personal approach, akin to that of a neighborhood insurance agent. As a subsidiary of AssuredPartners, Inc., Wateridge continues to serve clients across the United States, ensuring they find the right products to meet their insurance needs.

LMC Insurance & Risk Management

Acquisition in 2020
LMC Insurance & Risk Management, Inc. is a property and casualty insurance brokerage firm located in West Des Moines, Iowa. Founded in 1865, the company specializes in a comprehensive range of services, including employee benefits, personal insurance, bonds, agri-business, and risk management solutions. As a subsidiary of AssuredPartners, Inc., LMC Insurance & Risk Management leverages years of industry experience and advanced products to deliver exceptional service and value to its clients. The firm is committed to tailoring insurance policies to meet the specific needs of its customers, including offerings in cybersecurity and financial services.

Healthcare Consultants

Acquisition in 2019
Healthcare Consultants, Inc., founded in 1993 and based in Houston, Texas, specializes in providing insurance broking services and customized insurance solutions. As a subsidiary of AssuredPartners, Inc., the company assists businesses in navigating healthcare plans and employee benefits packages. Their services include risk assessment and compliance support, enabling clients to select the most suitable benefits for their employees. By leveraging advanced technology, Healthcare Consultants delivers tailored solutions that meet the unique needs of their customers, ensuring effective management of healthcare-related challenges.

Houston Business Insurance Agency

Acquisition in 2019
Houston Business Insurance Agency is a commercial insurance agency known for its extensive experience in providing property and casualty insurance tailored for businesses of various sizes. The agency offers a comprehensive 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 a focus on meeting the diverse needs of commercial clients, the agency has established a strong reputation in the industry.

Premier Consulting Associates

Acquisition in 2019
Premier Consulting Associates, LLC, founded in 2004 and based in Amherst, New York, specializes in employee health care benefits brokerage services. The firm offers comprehensive consulting in various benefit programs, including insured and self-insured medical and pharmacy plans, as well as ancillary products and services. By leveraging its extensive experience, Premier Consulting Associates advises employers on how to effectively structure health benefits that align with the needs of both management and employees. The company aims to help clients select optimal health insurance programs while balancing cost reduction and health plan requirements. Premier Consulting Associates operates as a subsidiary of AssuredPartners, Inc. as of August 2019.

McCarthy & Trinka

Acquisition in 2019
McCarthy & Trinka Inc. is an insurance brokerage firm established in 1950, headquartered in Oak Brook, Illinois, with operations in Westchester, Illinois. The company specializes in providing a comprehensive range of insurance services, including automotive, condominium, motorcycle, renters, home, and commercial liability insurance. McCarthy & Trinka caters to both business and individual clients, ensuring that each staff member is licensed to meet diverse insurance needs effectively. As of June 2019, it operates as a subsidiary of AssuredPartners, Inc., reflecting its integration into a larger network of insurance services while continuing to serve clients across various industrial states in the United States.

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 partners such as GoodWorks Insurance, Industria Risk & Insurance Services, Metayer Bonding Associates, and Wheeler & Taylor Insurance to develop innovative products and services. By offering a range of insurance solutions, Goodworks Financial Group supports organizations in sectors like education, healthcare, and public safety, thereby contributing to the strengthening of the communities in which they operate. The team's expertise and commitment to service distinguish them in the competitive insurance landscape.

Duffy & Livingston

Acquisition in 2019
Duffy & Livingston provides insurance brokerage services.

J. S. Clark Agency

Acquisition in 2018
J. S. Clark Agency, Inc., established in 1987 and headquartered in Southfield, Michigan, specializes in employee benefit consulting. The agency offers a range of brokerage services, including business medical, dental, vision, prescription drug, life, and disability insurance plans. In addition, it provides expertise in benefits compliance and healthcare reform, helping clients navigate the complexities of employee benefits. J. S. Clark Agency, Inc. is a subsidiary of AssuredPartners, Inc.

Regal Aviation Insurance

Acquisition in 2018
Regal Aviation Insurance specializes in providing a wide range of aviation and aircraft insurance solutions. The company offers coverage for corporate aviation, commercial aircraft, charter operations, and flight schools. Additionally, it caters to the needs of helicopter operators and agricultural aircraft, as well as providing instruction and rental insurance. Regal Aviation Insurance also addresses the unique risks associated with aviation manufacturing and maintenance, offering comprehensive policies that include personal non-owned insurance and coverage for aviation property exposure.

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 firm aims to deliver cost-effective risk management solutions tailored to the evolving needs of its clients. Evolve Consulting Group focuses on enhancing the role of brokers by providing consistent professional excellence and responsive service. The company also emphasizes the importance of maintaining long-lasting, honest relationships within the market. In addition to employee benefits consulting, Evolve offers services in human resources, risk management, financial services, and corporate wellness, ensuring comprehensive support for its clients. As a subsidiary of AssuredPartners, Inc., Evolve Consulting Group stays informed about healthcare legislation to provide effective advice and solutions to its clientele.

Biddle Insurance Services

Acquisition in 2018
Biddle Insurance Services, Inc. specializes in providing a range of insurance solutions, including employee benefits, individual life and disability insurance, and commercial insurance. With 83 years of experience, the company focuses on delivering quality protection at competitive costs. Its services are designed to assist businesses in developing attractive compensation packages, which in turn helps them recruit and retain employees. Biddle Insurance Services is committed to building long-lasting relationships with its clients through attentive and responsive service, ensuring that their insurance needs are met effectively.

Biddle & Company

Acquisition in 2018
Biddle & Company, established in 1923, is a full-service insurance brokerage firm that offers a comprehensive range of insurance products and services. With a commitment to addressing the unique needs of its clients, the firm provides coverage options for personal, commercial, and small business sectors. Their offerings include home, renters, auto, business, life, and health insurance, in addition to workers' compensation, property coverage, and general liability. Biddle & Company also delivers consultancy services to help clients navigate the complexities of the insurance marketplace effectively.

Sunforest Transportation Insurance Group

Acquisition in 2018
Sunforest Transportation Insurance Group is a wholesale insurance agency based in Toledo, Ohio, specializing in trucking and transportation insurance. The company offers a comprehensive range of insurance products tailored for the trucking industry, including auto insurance, auto physical damage coverage, cyber liability, general liability, motor truck cargo insurance, trailer interchange coverage, and accident damage protection. By providing this diverse array of services, Sunforest aims to meet the insurance needs of its clients while ensuring affordability and comprehensive coverage.

Ranew Insurance Agency

Acquisition in 2018
The Ranew Insurance Agency, Inc., established in 1980 and located in West Melbourne, Florida, specializes in insurance brokerage services. As a subsidiary of AssuredPartners, Inc., the agency offers a diverse array of insurance products, including coverage for condominium associations, homeowners associations, churches, and commercial properties. Additionally, the agency provides flood insurance and other tailored solutions to meet the needs of its clients.

Hutson Insurance Group

Acquisition in 2018
Hutson Insurance Group operates as an insurance broker, specializing in providing tailored insurance solutions for businesses. The company offers a range of products, including liability insurance, workers' compensation insurance, and business property insurance. By conducting thorough evaluations of each client's needs, Hutson Insurance Group ensures that its offerings effectively protect businesses against various risks and exposures.

B&W Brokers

Acquisition in 2018
B&W Brokers Ltd. is an independent insurance brokerage based in London, United Kingdom, founded in 2014. The firm specializes in providing casualty and property insurance products and services to clients across Canada, Australia, the United Arab Emirates, and North America. B&W Brokers offers a range of schemes tailored to meet the diverse needs of its clientele. As of June 2018, the company operates as a subsidiary of Paul Napier Ltd.

National Insurance Services

Acquisition in 2018
National Insurance Services (NIS), based in Brookfield, Wisconsin, has been dedicated to serving the needs of schools, cities, and counties since 1969. The company specializes in employee benefits insurance consulting and brokerage services, focusing exclusively on the benefit plans of public organizations. NIS offers a comprehensive range of insurance solutions, including health insurance, full benefits, and retiree benefits. By maintaining an understanding of the political landscape and budgetary constraints unique to public entities, NIS provides reliable and personalized services tailored to the specific needs of its clients, thereby positioning itself as a valuable asset to school districts and other public organizations.

Peoples Insurance Agency

Acquisition in 2018
Peoples Insurance Agency Ltd., founded in 1982 and headquartered in Waverly, Iowa, is a family-owned and operated independent insurance agency that provides tailored insurance solutions to individuals and businesses across 47 states. With a dedicated team of over 100 trained professionals, the agency specializes in insurance brokerage services and risk management advice, ensuring clients receive customized insurance plans that meet their specific needs. As a subsidiary of AssuredPartners, Inc. since 2018, Peoples Insurance Agency remains committed to staying abreast of market trends in the dynamic insurance industry, positioning itself as a trusted advisor for its clients.

The Elan Group

Acquisition in 2018
Elan Group Inc. is a Tampa-based employee benefits firm that specializes in designing, enrolling, and servicing employee benefit plans. Founded in 1986, the company provides comprehensive human resource solutions, including plan design, insurance carrier negotiations, benefit management systems, and online communication and enrollment systems. Elan Group also offers payroll services and individual insurance solutions, tailored to meet the unique needs of employers and their workforce. By enabling employers to select from a variety of high-quality benefit offerings without being limited to a single carrier, the firm helps clients manage costs while enhancing their benefits packages. As of 2018, 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 wide range of insurance brokerage services tailored for families, individuals, and businesses. The agency offers various types of coverage, including commercial insurance, auto insurance, home insurance, life insurance, and health insurance. Through its comprehensive offerings, Insurance Associates of Magee helps clients safeguard against potential risks and uncertainties, ensuring they have the protection they need for their personal and professional assets.

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 specializes in providing a range of insurance services. The company offers employee benefits, business or commercial insurance, as well as home and auto insurance. By partnering with various insurance providers, Capitol City Insurance aims to help customers find insurance plans that best meet their individual needs. The agency's focus on diverse insurance options allows it to cater to both personal and commercial clients effectively.

Sachs Walsh Insurance

Acquisition in 2017
Sachs Walsh Insurance, founded in 1978 and based in Westport, Connecticut, is an insurance brokerage firm that provides a wide range of insurance products. The company offers personal and automobile insurance, as well as business, life, and health insurance, partnering with reputable insurance providers to deliver these services. As of December 2017, Sachs Walsh Insurance operates as a subsidiary of AssuredPartners Capital Inc.

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 based in Columbia, South Carolina, founded in 1963. As a subsidiary of AssuredPartners, Inc., the company specializes in providing a wide range of insurance and risk management solutions tailored to the aviation industry. With a deep understanding of risk management, the firm leverages the expertise of its brokers, many of whom are experienced pilots, aircraft owners, and certified insurance professionals. Hope Aviation Insurance negotiates favorable insurance packages for its clients by utilizing its volume of policies to secure preferred rates and enhanced buying power. The firm also offers customized policies for high-performance aircraft, fixed base operators, and other aviation service providers, ensuring that clients receive comprehensive coverage suited to their specific needs.

Synergy Professional Associates

Acquisition in 2017
Synergy Professional Associates, Inc., headquartered in Fairfield, New Jersey, is a managing general agent and wholesale insurance intermediary that specializes in professional liability and program development. As a subsidiary of AssuredPartners, Inc., the company has established a nationwide reputation for its expertise in connecting insurance professionals with markets and carriers beyond typical offerings. Synergy functions as a program manager and surplus lines broker, delivering tailored support and agency services designed to meet the unique needs of its clients. The firm's knowledgeable and flexible team is dedicated to equipping customers with competitive insurance options, thereby enhancing their ability to navigate specialized insurance markets effectively.

Herlong Bates Burnett Insurance

Acquisition in 2017
Herlong Bates Burnett Insurance, Inc., founded in 2002 and based in Greenville, South Carolina, offers comprehensive insurance brokerage services. The company serves as a one-stop shop for various insurance needs, including business insurance, home and auto insurance, life insurance, and health insurance. It provides a diverse range of products sourced from multiple insurance companies, ensuring that clients can find tailored coverage solutions to meet their specific requirements. As of September 2017, Herlong Bates Burnett Insurance operates as a subsidiary of AssuredPartners, Inc.

Naught-Naught Agency

Acquisition in 2017
Naught-Naught Agency, established in 1972, is one of the largest independent insurance agencies in Missouri. The agency operates with a team of independent agents who are not affiliated with any single insurance provider, allowing them to offer clients a wider range of products and pricing options while maintaining high service standards. Naught-Naught Agency focuses on delivering diversified insurance solutions that cater to both personal and local needs, leveraging their extensive experience in the industry to serve clients 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 25, 2017, Front Range Insurance Group operates as a subsidiary of AssuredPartners, Inc.

Alkali

Acquisition in 2017
Alkali, LLC is an independent insurance brokerage firm based in Plano, Texas. The company specializes in providing insurance brokerage services, as well as outsourcing and consulting solutions. Alkali focuses on educating businesses, employers, individuals, and families about insurance, enabling them to take personal responsibility for safeguarding their valuable assets. By utilizing innovative processes and the unique skills of its team members, Alkali aims to enhance the insurance experience, maximize value, and ensure high levels of integrity for its clients. Since 2017, Alkali has operated 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 provides a comprehensive range of insurance coverage for families and businesses across the United States. Its personal insurance offerings include property insurance, such as homeowners, renters, and flood insurance, as well as vehicle insurance for autos, motorcycles, and recreational vehicles. Additionally, the agency offers individual life and health insurance products. For businesses, Craft Insurance Center supplies various insurance solutions, including business owners' policies, general liability, workers' compensation, and specialty insurance, along with surety bonds. As of May 31, 2017, Craft Insurance Center 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 is the largest privately held insurance brokerage/consulting firm in California. Keenan’s innovative solutions provide high quality, cost-effective insurance, employee benefits, and financial services. We specialize in proprietary programs for public agencies and health care organizations. Our expertise in risk management, claims services, and technology consistently exceeds customer expectations.

Dealey, Renton & Associates

Acquisition in 2017
Dealey, Renton & Associates (DRA), founded in 1950, is one of California's largest independent insurance agencies and operates as a fully employee-owned entity. Specializing in professional liability insurance, DRA serves a diverse client base, including architects, engineers, and environmental consultants, with over 4,000 firms across the country. The agency focuses on developing tailored risk management and insurance programs that align with the specific needs and risk tolerances of its clients. DRA provides comprehensive support during the insurance application process and renewal, as well as ongoing educational programs aimed at loss prevention. Their services include contract reviews to identify potential liabilities, coverage assessments, and claims monitoring to advocate for clients during the claims process. Through these offerings, DRA emphasizes a strategic partnership approach, ensuring clients receive expert guidance and support throughout their insurance journey.

TJS Insurance Group

Acquisition in 2016
TJS Insurance Group, founded in 1924 and based in Pittsburgh, Pennsylvania, provides a comprehensive range of insurance brokerage services for both businesses and individuals. The company specializes in commercial property and casualty insurance placements, risk management solutions, employee benefits brokerage, and personal insurance plans, including life, health, and property coverage. Additionally, TJS Insurance Group offers industry-specific and healthcare specialty programs, insurance advisory services, and tailored financial programs for risk management and employee benefits. Since partnering with AssuredPartners in 2016, TJS has expanded its capabilities to serve clients across all 50 states and 47 countries, while maintaining a commitment to exceptional local service.

Kentucky Insurance Group

Acquisition in 2016
Kentucky Insurance Group LLC is an independent insurance agency based in Lexington, Kentucky, serving both individual and commercial clients in Central Kentucky. The company provides a range of personal insurance services, including auto, home, personal umbrella, personal articles, and recreational insurance. For commercial clients, it offers property, liability, equipment, and workers' compensation insurance, as well as bond insurance solutions. Additionally, Kentucky Insurance Group specializes in life, health, and employee benefits insurance. As of October 2016, it operates as a subsidiary of AssuredPartners, Inc.

Benefit Specialists

Acquisition in 2016
Benefit Specialists Inc. is a brokerage and consulting firm that specializes in employee benefits services. Established in 1976 and based in Lake Oswego, Oregon, the company provides a comprehensive suite of offerings, including benefits evaluation and audit, renewal planning and analysis, and vendor negotiation. Its services cover a wide range of areas such as medical, dental, vision, wellness programs, short- and long-term disability, life insurance, and health savings accounts. Additionally, Benefit Specialists assists employers with self-funding options, consolidated billing, and flexible spending accounts. The firm caters to both small and large employers in the United States, helping them manage their employee benefits effectively. Since September 2016, Benefit Specialists has operated as a subsidiary of AssuredPartners, Inc.

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 that offers a wide range of insurance products and services. The company specializes in business, personal, and life insurance, providing coverage options that include home, car, flood, wedding, annuity, dental, disability, health, and long-term care insurance. With a focus on meeting diverse client needs, Gerrity, Baker, Williams aims to deliver comprehensive insurance solutions tailored to both individual and business requirements.

LJ Stein & Company

Acquisition in 2016
LJ Stein & Company, Inc. specializes in providing insurance risk management and brokerage services tailored to exploration and production companies as well as contractors in the oil and natural gas sectors. The firm offers a comprehensive range of services, including risk assessment, risk quantification, and the development of insurance strategies and placements. Additionally, LJ Stein & Company assists with coverage analysis, cost modeling, and statistical predictive loss analysis, ensuring that clients are well-equipped for mergers and acquisitions. By focusing on the specific needs of the energy sector, the company addresses the property and casualty insurance requirements of its clients while enhancing their overall risk management capabilities.

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.

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 firm specializes in offering a range of personal and commercial insurance services tailored to meet the specific needs of its clients. Personal insurance products include home, auto, motorcycle, and recreational vehicle coverage, as well as personal liability umbrella insurance. On the commercial side, Clark Associates provides various types of insurance such as general and professional liability, property coverage, business income protection, workers compensation, and errors and omissions insurance. The agency also offers risk management solutions and surety bonding services, positioning itself as a comprehensive provider in the insurance sector. As of 2016, Clark Associates operates as a subsidiary of AssuredPartners, Inc.

Suydam Insurance Agency

Acquisition in 2016
Suydam Insurance Agency, LLC is a provider of both business and personal insurance products, established in 1878 and located in Somerset, New Jersey. The agency offers a range of business insurance options, including auto and truck, building, contents, flood, general liability, umbrella, and workers’ compensation insurance. For personal insurance, Suydam provides coverage for boats and yachts, condominiums, homes, and renters. The agency primarily serves houses of worship, non-profit organizations, schools, and social service groups. As of February 2016, Suydam Insurance Agency operates as a subsidiary of AssuredPartners, Inc.

Van Zandt, Emrich & Cary

Acquisition in 2016
Van Zandt, Emrich & Cary Inc. is an insurance agency based in Louisville, Kentucky, providing a comprehensive range of insurance and financial services. Established in 1914, the agency specializes in property and casualty insurance, life insurance, and various health plans tailored for individuals and groups. It serves diverse industries including restaurants, auto dealerships, law firms, and nonprofit organizations, offering products such as business continuation insurance, professional liability coverage, and employee benefits packages. The agency also provides personal insurance options, including vehicle, homeowner’s, and valuable items insurance. Additionally, Van Zandt, Emrich & Cary offers financial consulting services, estate planning, and retirement planning, including analysis and implementation of 401(k) plans. As of January 2016, the company operates as a subsidiary of AssuredPartners, Inc.

Glenn/Davis & Associates

Acquisition in 2016
Glenn/Davis & Associates, Inc. is an insurance brokerage firm located in Statesboro, Georgia, that provides a wide range of insurance products and services to clients across the United States. Established in 1989, the company specializes in life and health insurance offerings, including healthcare, dental, long-term and short-term disability, voluntary benefits, long-term care, and stop-loss insurance, as well as reinsurance services. Additionally, Glenn/Davis & Associates offers property-casualty insurance brokerage and risk management services, which encompass risk assessment, program design, coverage recommendations, and account servicing. Its clientele primarily consists of middle-market and large commercial entities in various sectors, including healthcare, construction, manufacturing, financial institutions, property management, alternative energy, retail, marine, and aviation. As of December 2015, the firm 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, established in 1952. The company specializes in providing a wide range of insurance services to both businesses and families. Its offerings include property and casualty insurance, life insurance products, and comprehensive employee benefit plans such as group life, health, and disability insurance, along with retirement plans like pension, profit-sharing, and 401K plans. Additionally, Archer A. Associates offers financial planning services that encompass life and health insurance, disability income plans, asset planning, estate analysis, wealth transfer strategies, and long-term care insurance. As of January 2016, the firm operates as a subsidiary of Assured SKCG, Inc.

Alliance Insurance Partners

Acquisition in 2015
Alliance Insurance Partners is a subsidiary of Assured Partners, Inc., specializing in risk management solutions. The firm is comprised of a skilled team of professionals dedicated to providing comprehensive services in property and casualty insurance, workers' compensation, and professional liability. Through its expertise, Alliance Insurance Partners aims to meet the diverse needs of its clients by offering tailored insurance solutions that help mitigate risks and protect their interests.

Moscker Insurance Agency

Acquisition in 2015
Moscker Insurance Agency, Inc., based in Severna Park, Maryland, is an independent insurance brokerage that offers a comprehensive range of insurance products for both individuals and businesses. Its commercial offerings include business automobile, commercial general liability, property, and workers compensation insurance. For personal clients, the agency provides automobile, boat, homeowner's, and life insurance. Additionally, Moscker Insurance Agency specializes in group health insurance, including dental, vision, life, and disability coverage, as well as healthcare reform compliance and retirement plans. The agency also caters to various specialized sectors, offering tailored insurance solutions for residential and commercial contractors, fuel oil dealers, real estate appraisers, and youth sports, among others. Founded in 1992, Moscker Insurance Agency has established itself as a trusted provider in the Maryland insurance market.

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, established in 1997 and located in Nashville, Tennessee, operates as an insurance agent specializing in a range of insurance services. The agency offers life, property, health, disability, personal insurance, and casualty coverage, primarily catering to mid-size businesses. As of September 2015, it functions as a subsidiary of AssuredPartners, Inc.

Sisk

Acquisition in 2015
Sisk & Co. is a leading insurance advisory firm located in Denver, Colorado, specializing in the oil and gas sector. The firm offers a comprehensive range of services, including energy insurance solutions tailored for oil and gas clients, such as coverage for roustabout operations, control of well, rig operations, transportation and hauling, pipeline operators, lease operators, and workers' compensation. In addition to insurance offerings, Sisk & Co. provides risk management services and employee benefits solutions, supporting both operators and non-operators in the industry. The firm also engages in captive insurance services, which include single parent captives, association industry captives, and risk retention groups. Furthermore, Sisk & Co. emphasizes safety training and contract review to enhance operational safety and compliance for its clients in the energy sector.

Johnson-Locklin & Associate

Acquisition in 2015
Johnson-Locklin & Associates Insurance Corporation is an independent insurance agency based in Birmingham, Alabama, specializing in the insurance needs of the trucking, brokerage, warehousing, and logistics industries. Established in 1982, the company provides a comprehensive range of trucking insurance products, including automobile liability, physical damage, cargo coverage, general liability, workers' compensation, and various forms of liability insurance such as excess and umbrella liability. In addition, Johnson-Locklin offers brokerage and logistical products, including truck brokerage liability and errors and omissions insurance. The agency's focus on the unique requirements of its clients positions it as a key player in the transportation insurance sector.

WorkforceTactix

Acquisition in 2015
WorkforceTactix, Inc. offers a comprehensive range of employee benefits and insurance brokerage services. The company provides group benefits that encompass medical, dental, vision, life, and disability insurance. Additionally, it offers voluntary benefits solutions, including various types of life insurance, critical illness coverage, long-term care, and accident insurance. WorkforceTactix also specializes in retirement planning and executive benefit services, which include financial planning, investment strategies, and risk management. Furthermore, the company provides human resource professional services, focusing on data analytics, property and casualty insurance, and recruitment services. Through its multifaceted offerings, WorkforceTactix aims to support organizations in enhancing employee welfare and optimizing their insurance and benefits programs.

Coliance Risk Advisors

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

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, with over 50 years of experience, has established itself as a prominent full-service insurance brokerage and risk-management firm in Central Alabama. Originally focused on real estate and financial services insurance advisory, the agency has diversified its offerings to include traditional property and casualty insurance products, as well as specialty insurance programs tailored for various sectors such as real estate, hospitality, medical malpractice, emergency services, social services, and construction. The agency prioritizes client service and fosters strong relationships built on trust and confidence. With a commitment to hiring skilled and motivated professionals, Colonial Insurance Agency continues to achieve consistent growth and success in the insurance industry.

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 agency 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 encompass a wide range of products, including property, general liability, automobile liability, and workers' compensation insurance, as well as specialized coverage for industries such as construction, welding supply, and medical care facilities. Additionally, Amtech provides life and health insurance services, retirement plans, and group insurance offerings. The agency is recognized for its customized loss control services and disaster planning, and it is an associate member of the Gases and Welding Distributors Association (GAWDA). Amtech Insurance Brokers operates as a subsidiary of Assured SKCG, Inc.

MCM

Acquisition in 2015
MCM, founded in 1961 and headquartered in Seattle, Washington, is a prominent privately held benefits consulting and insurance brokerage firm in the Northwest. The company specializes in a range of services, including employee benefits, executive benefits, retirement planning, and property and casualty insurance. MCM is recognized for its commitment to fostering long-term relationships with clients, which has been a key factor in its growth and success. By offering tailored solutions to high net worth individuals and businesses, MCM positions itself as an industry leader, providing unique advantages in insurance advisory and comprehensive benefits consulting. As of February 2015, MCM operates as a subsidiary of AssuredPartners, Inc.

RSI Insurance Brokers

Acquisition in 2015
RSI Insurance Brokers of Florida offers a range of insurance solutions, including commercial, property and casualty, and employee benefits insurance, specifically designed for the transportation community. The firm serves various sectors, such as trucking, agribusiness, marine, power, and energy. By focusing on the unique requirements of the transportation, logistical, and warehousing industries, RSI Insurance Brokers provides tailored insurance plans that address the distinctive challenges faced by these sectors.

Chapple Insurance Group

Acquisition in 2015
Chapple Insurance Group is a property and casualty insurance agency that specializes in offering risk management solutions and a variety of insurance products and services. The firm is dedicated to helping clients manage their insurance needs effectively, ensuring that they are adequately protected against potential risks. By focusing on personalized service and comprehensive coverage options, Chapple Insurance Group aims to provide reliable support for both individuals and businesses seeking to safeguard their assets.

A.J. Lupas Insurance Agency

Acquisition in 2015
A.J. Lupas Insurance Agency, Inc. is an independent insurance agency based in Pennsylvania that provides a comprehensive range of insurance products for individuals, families, and businesses. The agency specializes in personal insurance offerings, including home, auto, watercraft, motorcycle, rental property, valuable articles floater, antiques, jewelry, collectors' items, recreational vehicles, umbrella, and flood insurance. Additionally, it offers personal protection services, encompassing health, life, and disability insurance. A.J. Lupas Insurance Agency aims to meet the diverse insurance needs of its clients through tailored solutions and a commitment to personalized service.

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 is an independent financial risk insurance broker that specializes in providing consultancy and insurance solutions to the alternative investment management sector. Founded in 2002 by Senior Partner Robert Kelly, the firm emerged from a recognized need for a dedicated broker catering to hedge funds and investment managers. Baronsmead operates with the philosophy of enhancing collaboration between the insurance and investment industries, enabling the development of more comprehensive and effective insurance policies tailored to the specific needs of its clients. The firm offers a range of services including risk consultancy, insurance product development, claims management, and client transition management, all aimed at helping investors mitigate corporate liability.

First Palmetto Insurance Agency

Acquisition in 2014
First Palmetto Insurance Agency offers a range of insurance services tailored for both families and businesses. The agency specializes in homeowners insurance, condo insurance, and property insurance, alongside auto insurance that covers motorcycles, boats, and recreational vehicles. Additionally, it provides various business insurance options, including general liability, commercial property, and product liability coverage. The agency also offers homeowners association insurance and specific coverage for wind and hail damage, ensuring comprehensive protection for its clients.

Premiere Coastal Insurance Group

Acquisition in 2014
Premiere Coastal Insurance Group, Inc. is an insurance brokerage based in Savannah, Georgia, specializing in a wide 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 various business insurance services, encompassing commercial property, worker’s compensation, errors and omissions, general liability, and professional liability solutions. The firm also focuses on air travel insurance, emphasizing safety, loss control, and claims adjustment services.

Hukill Hazlett Harrington Agency

Acquisition in 2014
Hukill Hazlett Harrington Agency is a full-service, independent insurance agency established in 1838, situated in the Blue Ash/Cincinnati area of Ohio. The agency primarily serves clients in the Greater Cincinnati and Northern Kentucky regions, but it also caters to a diverse clientele with national and international needs. Specializing in a wide range of insurance services, Hukill Hazlett Harrington Agency is committed to providing tailored solutions to meet the unique requirements of its clients.

Crawford Advisors

Acquisition in 2014
Crawford Advisors is a benefits consulting and brokerage firm that specializes in designing, implementing, and administering a wide range of employee benefit programs, including health, life, disability, and voluntary benefits. The company also provides comprehensive benefits administration services, which encompass flexible spending accounts and COBRA administration. In addition to these offerings, Crawford Advisors delivers advisory services focused on healthcare compliance, assisting organizations with adherence to regulations such as HIPAA, FMLA, and ERISA. The firm is dedicated to enhancing employee health and improving communication regarding benefits, ensuring that clients can navigate the complexities of employee benefits and compliance effectively.

Ramsey Insurance Agency

Acquisition in 2014
Ramsey Insurance Agency, Inc. offers a comprehensive range of personal and business insurance products and services in West Virginia. For individuals and families, the agency provides various personal insurance options, including homeowner, personal auto, and specialized coverage for vehicles such as ATVs, boats, and motorcycles. Additional offerings encompass renters, flood, and wedding insurance, among others. The agency also caters to businesses by delivering commercial insurance solutions, including general liability, professional liability, and cyber insurance. With a focus on serving individuals, families, healthcare organizations, and businesses, Ramsey Insurance Agency operates as an independent insurance agent, ensuring tailored coverage to meet diverse needs.

Landry Harris & Company

Acquisition in 2014
Landry Harris & Co. is an insurance brokerage and risk management firm that specializes in providing a comprehensive range of services for medium and large commercial clients. The company offers various bond services, including bid bonds, performance and payment bonds, and fiduciary bonds, among others. Its commercial insurance offerings encompass property and casualty coverage, general liability, workers' compensation, and a variety of specialized insurance products, such as builders risk, auto, and employment practices liability insurance. Additionally, Landry Harris & Co. provides services related to marine and transportation insurance, as well as miscellaneous coverages like errors and omissions and pollution liability. The firm is committed to addressing the diverse needs of its clients through tailored insurance solutions.

Alliance Marine Risk Managers

Acquisition in 2013
Alliance Marine Risk Managers, a division of Assured Partners of Florida, LLC, provides comprehensive insurance coverage tailored to meet the individual needs of each of our insureds. Headquartered in Fort Lauderdale, Florida — the yachting capital of the world — with a satellite office in Maine, we are ideally located in the heart of the marine industry. Alliance Marine Risk Managers works with only the best insurance companies. We represent every major A.M. Best A-rated insurance carrier that offers a broad form yacht policy. We choose to deal with only the best rated carriers that offer excellent coverage and are given an A rated status for their ability to meet their obligations to our policyholders in the event of a claim. As our valued insureds, we are dedicated to providing you with only the best.

Stoutamire-Pavlik Associates

Acquisition in 2013
Stoutamire-Pavlik & Associates, Inc. is a property and casualty insurance agency. The company specializes in insuring loggers and companies in the forestry industry. It writes worker’s compensation, general liability, commercial auto (trucks) and equipment, and other lines of coverage.

Eastern Insurance Group

Acquisition in 2013
Eastern Insurance Group is specializes in commercial insurance, personal insurance and life, health and employee benefit programs for individuals and businesses of all sizes.

AJM Insurance Management

Acquisition in 2013
AJM Insurance specializes in providing a wide range of insurance coverage and financial planning services for both businesses and families. The company offers commercial insurance solutions, including property, liability, inland marine, automobile, workers compensation, umbrella/excess, bonds, and flood insurance. For personal coverage, AJM Insurance provides homeowners, automobile, umbrella/excess, condominium, boat, and recreational vehicle insurance, as well as flood coverage. Additionally, the company supports clients with financial planning and health benefits solutions, encompassing life and disability insurance, mortgage insurance, employee benefit consulting, estate planning, individual and group health policies, and retirement plans such as pensions and 401(k)s.

Schifman Remley Associates

Acquisition in 2012
Schifman Remley Associates is an insurance broker that specializes in providing a range of insurance and risk management services. The firm offers expertise in business insurance, employee benefits, surety bonds, and private client services. Through its comprehensive approach, Schifman Remley Associates aims to meet the diverse needs of its clients by delivering tailored insurance solutions and effective risk management strategies.

Benefit Concepts of Indiana

Acquisition in 2012
Benefit Concepts of Indiana Inc. is provides employee benefits consulting services in Indiana. The company specializes in the provision of objective guidance to employers with employee benefit plans, which include insurance products and retirement plans comprising group and individual, medical, short term and long term disability, life, long term care, dental, vision, executive benefits, health savings accounts, health reimbursement arrangements, employee benefit statements, employee assistance programs, wellness/disease management, and POP/FSA/125 plans.

Matrix Benefits and Consulting Group

Acquisition in 2012
Matrix Benefits & Consulting Group provides employee benefits services and consulting. The Company offers benefits program planning, enrollment assistance, and insurance brokerage services.

Arison Insurance Services

Acquisition in 2012
Arison Insurance Services, Inc. specializes in offering a wide range of insurance products tailored for both businesses and individuals. The company provides voluntary benefit services, which include contributions, enrollment percentage, and flexible spending account services to employers. For individuals, Arison Insurance Services offers various insurance options, including health, life, dental, vision, disability, and Medicare supplements, as well as financial planning and travel insurance services. Through its diverse offerings, the company aims to meet the insurance needs of its clients effectively.

Insurance Systems

Acquisition in 2012
Insurance Systems, Inc. operates as an insurance agency that specializes in providing enrollment and administrative services for employers, benefit consultants, and insurance companies focused on employee-funded insurance products. The company offers a wide range of personal insurance services, including home, auto, and various specialized coverages such as motorcycle, antique auto, and flood insurance. Additionally, Insurance Systems provides commercial insurance solutions encompassing general liability, commercial auto, workers' compensation, and various professional liability policies. The agency's services cater to both individual and group needs, enabling clients to access diverse insurance plans tailored to their requirements.

Jenkins Insurance Services

Acquisition in 2012
Jenkins Insurance Services is provides employee benefit insurance services.

Herbert L. Jamison

Acquisition in 2011
Herbert L. Jamison is a privately held full-service insurance brokerage firm with a distinguished history and reputation in the industry. The firm specializes in three main areas: first, it is nationally recognized for its expertise in Professional Liability, serving clients through various distribution channels; second, it offers a comprehensive property and casualty practice catering to sophisticated national and international accounts, as well as commercial businesses and high-end personal lines; third, it acts as an advisor in the employee benefits sector, delivering consulting and placement services in medical insurance, life insurance, and pension plans. The company provides a wide array of insurance products, including commercial general liability, workers' compensation, automobile, and various forms of personal insurance, ensuring a diverse portfolio to meet client needs.

Neace Lukens Holding

Acquisition in 2011
Property/casualty and employee benefits brokerages
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