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 Life Insurance

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.

Valentine Insurance Agency

Acquisition in 2022
Valentine Insurance Agency is a full-service independent insurance agency based in Moberly, Missouri. The agency offers a wide range of insurance products, including auto, home, life, health, farm, and commercial insurance. By providing comprehensive broking services, Valentine Insurance Agency aims to deliver innovative solutions that help clients safeguard against various uncertainties and risks. Through its diverse offerings, the agency is committed to meeting the insurance needs of individuals, families, and businesses in the community.

Fred C. Church

Acquisition in 2022
Fred C. Church is an insurance company that specializes in providing a wide range of insurance coverage and risk management services for both individuals and businesses. The firm offers personal insurance solutions including home, automobile, and education insurance, alongside various business insurance and accidental insurance products. By focusing on optimal insurance solutions, Fred C. Church aims to meet the diverse needs of its clients while effectively managing their risk exposure.

Pierce Group Benefits

Acquisition in 2021
Pierce Group Benefits is an insurance company based in Holly Springs, North Carolina, specializing in providing comprehensive employee benefit packages. The company offers a wide range of benefits including health, dental, vision, life, disability, and supplemental insurance. Additionally, they provide flexible spending accounts, pet insurance, accident insurance, medical bridge, and group critical care and cancer insurance. These services are designed to help clients attract and retain personnel by offering robust benefit options.

Smith-Reiss Agency

Acquisition in 2021
Smith-Reiss Agency is an insurance agency that provides a range of coverage options for both personal and commercial clients. The agency specializes in offering insurance solutions for automobiles, businesses, homeowners, and life, helping clients safeguard their assets against unforeseen events. With a focus on comprehensive insurance services, Smith-Reiss Agency aims to meet the diverse needs of its clientele through tailored coverage that ensures financial protection and peace of mind.

Anchor Pardue Insurance

Acquisition in 2021
Anchor Pardue Insurance is an independent insurance agency based in Birmingham, Alabama, specializing in a comprehensive range of insurance products and services. The agency provides commercial, personal, and life insurance solutions, allowing clients to customize coverage to meet their specific needs. By partnering with multiple A+ rated carriers, Anchor Pardue Insurance ensures that clients receive optimal coverage options at competitive prices. The agency's commitment to personalized service enables it to effectively address the diverse insurance requirements of its clientele.

Biglow & Company

Acquisition in 2021
Biglow & Company is an insurance agency that specializes in delivering comprehensive financial and insurance services, along with risk management solutions, to families and businesses. The company offers a wide array of insurance products, including commercial, personal, and life insurance. Additionally, Biglow & Company provides support for billing inquiries, claims processing, minor policy adjustments, and the issuance of certificates and bonds. By offering a diverse range of coverage options and services, the company enables its clients to effectively address their insurance needs and concerns.

Fiorella Insurance Agency

Acquisition in 2021
Fiorella Insurance Agency is an insurance provider focused on simplifying the process of obtaining various types of coverage for its clients. The agency offers a range of insurance products, including health, life, auto, homeowners, and dental insurance. By prioritizing a personalized approach, Fiorella Insurance Agency aims to eliminate confusion and guesswork, ensuring that customers can easily find the right coverage to meet their individual needs. This commitment to clarity and customer satisfaction sets the agency apart in the insurance landscape.

Murray Insurance Associates

Acquisition in 2021
Murray Insurance Associates is a commercial insurance company based in Lancaster, specializing in providing comprehensive insurance solutions for individuals and businesses. The firm offers a range of services, including personal, commercial, and health insurance, as well as risk management, wealth management, and employee benefits solutions. By leveraging their expertise, Murray Insurance Associates aims to help clients navigate their insurance needs effectively, ensuring they are better prepared and more secure in their financial and personal endeavors.

Marquis Transportation

Acquisition in 2021
Marquis Transportation is a specialized insurance broker focusing on providing tailored insurance and risk management solutions to businesses within the transportation service industry.

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.

ENV Insurance Agency

Acquisition in 2020
ENV Insurance Agency, based in Liverpool, New York, specializes in providing customized insurance programs tailored to meet the specific needs of businesses and organizations. Founded in 1998, the agency compares various plans from multiple carriers to deliver a comprehensive range of services, including financial, employee benefits, human resources, and property and casualty insurance. ENV Insurance Agency focuses on ensuring that clients receive competitive pricing and solutions that exceed market demands, helping them make informed decisions about their insurance coverage. As a subsidiary of AssuredPartners, Inc., the agency continues to uphold its commitment to personalized service and client satisfaction.

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.

Cypress Insurance Group

Acquisition in 2020
Cypress Insurance Group Inc. is an independent insurance provider based in Fort Lauderdale, Florida, established in 1999. The company offers a wide range of insurance and risk management products for both individuals and businesses. Its personal insurance portfolio includes homeowners, renters, automobile, life, and recreational vehicle insurance, while its business insurance services encompass professional liability and flood insurance, catering to various sectors such as religious organizations, manufacturers, contractors, and retail stores. By delivering tailored insurance solutions, Cypress Insurance Group aims to protect the lives and livelihoods of families and businesses throughout South Florida. As of May 2020, the company operates as a subsidiary of AssuredPartners, Inc.

Aniello Insurance Agency

Acquisition in 2020
Aniello Insurance Agency, Inc. is an independent insurance agency that specializes in offering a range of insurance services. The agency provides commercial insurance, auto insurance, individual health insurance, life insurance, and group health insurance. By fostering strong relationships with various "A-rated" insurance carriers, Aniello Insurance is able to deliver cost-effective solutions without compromising coverage quality. As a subsidiary of AssuredPartners, Inc., the agency is committed to meeting the diverse insurance needs of its clients.

Lundstrom Insurance

Acquisition in 2020
Lundstrom Insurance Agency, Inc. is a family-owned and operated insurance agency based in Elgin, Illinois, founded in 1953. The agency offers a range of insurance solutions tailored to meet the needs of both businesses and individuals. As a third-generation company, Lundstrom Insurance has established a reputation for providing personalized service and expertise in the insurance industry. Since becoming a subsidiary of AssuredPartners Capital Inc. in January 2020, the agency continues to operate with a commitment to delivering quality insurance products and exceptional customer service.

The Jordan Insurance Group

Acquisition in 2020
The Jordan Insurance Group, LLC is a Columbia, Maryland-based firm that specializes in life insurance strategies and employee benefit services. Incorporated in 2008, the company offers a range of services, including employee benefits, voluntary benefits, benefits administration and payroll, executive benefit plans, and estate tax strategies. As a subsidiary of AssuredPartners, Inc. since January 2020, The Jordan Insurance Group is committed to delivering tailored solutions that meet the diverse needs of its clients through careful selection of products and proven benefit designs.

Ventura Pacific Insurance Services

Acquisition in 2019
Ventura Pacific Insurance Services is an independent insurance agency located in Agoura Hills, California, specializing in personal and commercial insurance protection. The firm offers a diverse range of insurance products, including auto, home, life, and health insurance, catering to the varied needs of individuals and businesses. As a subsidiary of AssuredPartners, Inc., Ventura Pacific Insurance Services is committed to delivering comprehensive insurance solutions tailored to its clients' requirements.

Tutton Insurance Services

Acquisition in 2019
Tutton Insurance Services, Inc., established in 1988 and headquartered in Santa Ana, California, is a distinguished insurance brokerage firm. As a subsidiary of AssuredPartners, Inc., Tutton Insurance specializes in providing comprehensive consumer insurance services, including home, auto, life, health, and financial insurance options. The company stands out for its commitment to building strong partnerships with both clients and insurance companies, ensuring personalized service through a skilled staff that caters to individual client needs. This customer-centric approach has contributed to Tutton Insurance's growth as one of the region's fastest-growing agencies.

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.

Horizon Insurance Agency

Acquisition in 2019
Horizon Insurance Agency, LLC, founded in 1990 and headquartered in Phoenix, Arizona, is a full-service insurance agency offering a diverse range of insurance products. The agency specializes in home and auto insurance, farm insurance, life insurance, health insurance, pet health insurance, and recreational vehicle insurance. Horizon Insurance Agency represents a variety of highly respected and top-rated national and regional insurance companies, ensuring a comprehensive selection of coverage options for its clients. As of June 2019, Horizon operates as a subsidiary of AssuredPartners, Inc.

Rivard Insurance Agency

Acquisition in 2019
Rivard Insurance Agency, established in 1980 and headquartered in Boynton Beach, Florida, is an independent insurance agency that prioritizes customer needs. It offers a wide range of insurance products, including auto, condominium, business, and commercial insurance, as well as assistance in life, health, and financial planning services. The agency works with numerous insurance companies, enabling clients to find the best coverage at competitive prices. Since June 2019, Rivard Insurance has been a subsidiary of AssuredPartners, Inc.

Esser Hayes Insurance Group

Acquisition in 2019
Esser Hayes Insurance Group, established in 1941 and headquartered in Naperville, Illinois, is a subsidiary of AssuredPartners, Inc., operating as an independent insurance agency. The company specializes in reviewing and recommending insurance policies, offering consultation services to both businesses and individuals. Their comprehensive range of insurance solutions includes commercial and personal lines, health plans, and estate-planning services.

Premier Insurance Corp.

Acquisition in 2019
Premier Insurance Corporation, Inc., founded in 1996 and based in Cape Coral, Florida, provides comprehensive insurance agency services. As a subsidiary of AssuredPartners, Inc., the company boasts a team of professionals with numerous insurance designations and over a century of combined experience. Premier Insurance aims to simplify the complexities of insurance for its clients by offering clear education on various options, enabling informed and responsible decision-making.

Donald H Bailie Agency

Acquisition in 2019
Donald H Bailie Agency is an insurance company.

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.

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.

Biddle Insurance Services

Acquisition in 2018
Biddle Insurance Services, Inc. specializes in providing a comprehensive range of insurance services, including employee benefits, individual life and disability insurance, as well as commercial and personal insurance. With an 83-year history, the company has built a reputation for delivering quality protection at competitive prices. Biddle Insurance Services focuses on establishing enduring relationships with its clients through responsive and attentive service. By offering tailored insurance solutions, the company assists businesses in developing competitive compensation packages, which play a crucial role in attracting and retaining employees.

Biddle & Company

Acquisition in 2018
Biddle & Company, established in 1923, is a full-service insurance brokerage firm dedicated to addressing the diverse needs of its clients in a dynamic insurance marketplace. With over 88 years of experience, the company offers a comprehensive range of insurance products, including home, renters, auto, business, life, health, workers' compensation, property coverage, and general liability. Biddle & Company serves personal, commercial, and small business clients, providing tailored solutions and expert consultancy services to ensure optimal coverage for their unique circumstances.

Bell Insurance

Acquisition in 2018
Bell Insurance Group, Inc. is a provider of personal and commercial insurance services, specializing in a range of coverage options including home, auto, boat, business, and workers' compensation insurance. The company emphasizes personalized attention and quality customer service, aiming to create a client experience that stands out in the current market. By focusing on the unique needs of individuals and businesses, Bell Insurance works to ensure that clients and their loved ones are adequately protected. Operating as a subsidiary of AssuredPartners, Inc., Bell Insurance is committed to delivering quality insurance products and services.

Cornerstone Insurance Group

Acquisition in 2018
Cornerstone Insurance Group is a specialized consulting firm focused on Employee Benefits and Risk Management. They strive to positively impact clients' bottom line by implementing strategic solutions tailored to each organization's unique needs.

Insurance Associates of Magee

Acquisition in 2018
Insurance Associates of Magee is a multi-line insurance agency that provides a range of insurance brokerage services to families, individuals, and businesses. The agency specializes in various types of coverage, including commercial insurance, auto insurance, home insurance, life insurance, and health insurance. By offering these services, Insurance Associates of Magee helps clients protect themselves from potential future uncertainties and risks, ensuring comprehensive support for their insurance needs.

AgentLink

Acquisition in 2018
AgentLink, Inc. is an insurance agency based in Louisville, Kentucky, specializing in the distribution of a diverse range of insurance products and services. Founded in 1991, the company focuses on supporting independent insurance agents by simplifying their administrative tasks, allowing them to dedicate more time to client interactions. AgentLink offers services including life and long-term care insurance, group enrollment, third-party administrative support, human resources consultations, and legal advice. The company operates through a network of agents across the United States and has expanded its presence with additional offices in Indianapolis, Indiana. In April 2011, AgentLink, formerly known as MedLink Inc., rebranded to reflect its commitment to enhancing the efficiency of insurance agents. The company has been a subsidiary of AssuredPartners, Inc. since 2018.

BWE Insurance

Acquisition in 2018
BWE Insurance is serving the insurance needs of greater Nashville.

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.

Sachs Walsh Insurance

Acquisition in 2017
Sachs Walsh Insurance is an insurance brokerage firm, established in 1978 and headquartered in Westport, Connecticut. The company provides a diverse range of insurance products, including personal, automobile, business, life, and health insurance, sourced from reputable and well-known insurance providers. Sachs Walsh Insurance operates as a subsidiary of AssuredPartners Capital Inc., enhancing its ability to serve clients with a broad spectrum of insurance options.

Odom Scruggs & Associates

Acquisition in 2017
Odom Scruggs & Associates is provides personal and commercial insurance services.

Herlong Bates Burnett Insurance

Acquisition in 2017
Herlong Bates Burnett Insurance, Inc. is an insurance brokerage firm based in Greenville, South Carolina, founded in 2002. The company serves as a one-stop shop for a comprehensive range of insurance needs, offering business insurance, home and auto insurance, life insurance, and health insurance. As a subsidiary of AssuredPartners, Inc. since 2017, Herlong Bates Burnett Insurance collaborates with various insurance providers to deliver tailored solutions for its clients.

Front Range Insurance Group

Acquisition in 2017
Front Range Insurance Group, LLC is an insurance brokerage firm based in Fort Collins, Colorado, established in 1985. The company specializes in providing a range of insurance services, including property and casualty insurance, employee benefits, and financial and retirement products. As of July 2017, Front Range Insurance Group operates as a subsidiary of AssuredPartners, Inc.

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.

M.F. Irvine

Acquisition in 2017
M.F. Irvine is a provider of insurance and risk management services based in the United States. The company specializes in corporate risk management, offering outsourced risk management and property and casualty insurance services. Additionally, it caters to high net worth individuals and families through its personal risk management services, which encompass a wide range of insurance options, including coverage for home, flood, aircraft, equestrian activities, kidnap and ransom, auto, yacht, recreational vehicles, liability, and fine arts. M.F. Irvine also provides carrier qualification and monitoring, custom plan design, expert advice, and ongoing program management to ensure comprehensive risk management solutions for its clients.

JMA Benefits Consulting

Acquisition in 2017
JMA Benefits Consulting Inc, provides benefit consulting and designs benefit products for employees, such as wellness programs, retirement, disability, life, and voluntary plans.

Phillips Agency

Acquisition in 2017
Phillips Agency is a US-based insurance services firm that offers health, dental, vision, long-term care, life, and disability insurance, as well as employee benefits and group insurance for businesses. It provides access to a broad network of national carriers, including Aetna, Blue Cross Blue Shield, Humana, and MetLife, enabling tailored and cost-effective insurance options for workforces.

TJS Insurance Group

Acquisition in 2016
TJS Insurance Group is a Pittsburgh-based insurance brokerage that has been serving clients since its founding in 1924. The company specializes in providing a wide range of insurance solutions, including commercial property and casualty insurance, employee benefits brokerage, and personal life and health insurance. TJS Insurance Group also offers risk management solutions and designs customized financial programs tailored to the unique needs of its clients. After partnering with AssuredPartners in 2016, the company expanded its reach to serve clients across all 50 states and 47 countries, while maintaining a strong focus on delivering exceptional local service.

Kentucky Insurance Group

Acquisition in 2016
Kentucky Insurance Group LLC is an independent insurance agency based in Lexington, Kentucky. It provides a range of personal insurance services, including auto, home, personal umbrella, personal articles, and recreational insurance. Additionally, the company offers commercial insurance solutions such as property, liability, equipment, workers' compensation, and bond insurance. It also provides life, health, and employee benefits. The company operates as a subsidiary of AssuredPartners, Inc.

Benefit Specialists

Acquisition in 2016
Benefit Specialists Inc. is an employee benefits brokerage and consulting firm based in Lake Oswego, Oregon, founded in 1976. The company provides a comprehensive array of services designed to assist both small and large employers in managing their employee benefits programs. These services include benefits evaluation and audit, renewal planning and analysis, and vendor negotiation. Additionally, Benefit Specialists offers solutions in areas such as medical and dental benefits, health care spending accounts, wellness programs, life insurance, short- and long-term disability, health savings accounts, and flexible spending accounts. The firm also supports employers with services like identity theft protection, total compensation statements, and employee assistance programs. As of September 2016, Benefit Specialists operates as a subsidiary of AssuredPartners, Inc., enhancing its ability to deliver effective benefits solutions to clients across the United States.

Gerrity, Baker, Williams

Acquisition in 2016
Gerrity, Baker, Williams is an insurance brokerage firm based in New Jersey. It offers a comprehensive range of insurance products and services, including home, car, business, flood, life, wedding, annuity, dental, disability, health, and long-term care insurance. The company specializes in both personal and commercial insurance solutions to meet the diverse needs of its clients.

LegacyTexas - Insurance Services

Acquisition in 2016
LegacyTexas - Insurance Services is provides insurance brokerage services. It offers personal insurance products in the areas of home, automobiles, condominium, renter, mobile home, jewelry, furs, silver and antiques, boat, yacht, jet ski, motorcycle, RV, snowmobile and ATV, farm and ranch, personal umbrella, rental property, vacation home, life, disability, and medical.

MaximGroup

Acquisition in 2016
MaximGroup is an insurance agency based in Houston, Texas, founded in 1931. The company specializes in providing a wide range of insurance services, including commercial insurance, life insurance, marine insurance, and various types of personal insurance such as homeowners, automobile, health, flood, renters, and personal excess liability coverage. Additionally, it caters to specialized needs by offering insurance for motorcycles, RVs, travel trailers, vacant land, and vacation homes. MaximGroup also provides financial planning services, encompassing advice and planning, estate planning, and ongoing monitoring. The agency serves a diverse clientele across various industries, including chemicals, construction, education, energy, and technology, as well as local, regional, and national businesses. As of May 2016, MaximGroup operates as a subsidiary of AssuredPartners, Inc.

Daly Merritt Insurance

Acquisition in 2016
Daly Merritt Insurance, Inc. is an independent insurance agency based in Wyandotte, Michigan, with additional offices in Ann Arbor, Monroe, and Trenton. Established in 1928, the company specializes in providing comprehensive insurance services to individuals, families, and businesses across the United States. Its offerings encompass a wide range of business protection options, including building and contents insurance, general and professional liability, workers' compensation, and various employee benefit plans. Additionally, Daly Merritt provides personal insurance products such as auto, homeowners, and life insurance, alongside health insurance and retirement planning services. The firm also focuses on risk management, offering advisory services that include captives and loss control support, tailored to meet the unique demands of clients in diverse sectors like education, transportation, and nonprofit organizations. As a subsidiary of AssuredPartners, Inc., Daly Merritt Insurance emphasizes building long-term relationships with clients to develop customized insurance solutions that adapt to the evolving needs of businesses.

Riverbend Insurance Agency

Acquisition in 2016
Riverbend Insurance Agency is specializes in small business and personal insurance.

Bynum Insurance Company

Acquisition in 2016
Bynum Insurance Company is an independent insurance agency based in Sumter, South Carolina, established in 1955. The company offers a comprehensive range of insurance solutions tailored to meet the needs of individuals, families, and businesses throughout the state. Its personal insurance products include auto, home, watercraft, recreational vehicles, motorcycles, and personal umbrella liability coverage. For businesses, Bynum Insurance provides customized insurance programs designed to protect various sectors, including retail, office, contractor, service, and industrial. Additionally, the agency offers health and life insurance options, such as individual and group medical plans, health savings accounts, Medicare supplements, and disability insurance. By representing multiple reputable insurance carriers, Bynum Insurance is able to create competitive and tailored coverage solutions for its clients. As of 2016, the company operates as a subsidiary of AssuredPartners, Inc.

AssureSouth

Acquisition in 2016
AssureSouth, Inc. is offers insurance brokerage services. It offers annuity, auto, bond, business owners’, commercial auto, disability, earthquake, general liability, health, homeowner flood, homeowners’, life, liquor liability, long term care, motorcycle, renters’, term life, vision, watercraft, windstorm, motorcycle accident, property loss, and workers’ compensation insurance solutions.

Clark Associates

Acquisition in 2016
Clark Associates, Inc. is an independent insurance agency based in Birmingham, Alabama, founded in 1977. The company specializes in both personal and commercial insurance services, offering a range of products tailored to meet the needs of various clients. Its personal insurance offerings include home, auto, motorcycle, boat, RV, and personal liability umbrella coverage. For commercial clients, Clark Associates provides comprehensive solutions such as general liability, professional liability, workers compensation, and property insurance, among others. The firm is recognized for delivering customized insurance solutions and risk management plans designed to address the specific requirements of different industries. As of 2016, Clark Associates operates as a subsidiary of AssuredPartners, Inc.

MRW Insurance Services

Acquisition in 2016
MRW Insurance Services is a full-service independent insurance agency based in Hauppauge, New York, with additional offices in several locations across the state. Established in 1987, the agency specializes in providing a wide range of insurance products and services. Its offerings include personal insurance solutions such as auto, home, flood, renter, and motorcycle insurance, as well as recreational vehicle and watercraft coverage. MRW also provides comprehensive commercial insurance options encompassing property, general liability, workers’ compensation, and various industry-specific packages. Additionally, the agency offers life and health insurance solutions, employee benefit programs, and specialty insurance, catering to diverse client needs. After being acquired by Assured SKCG, Inc., MRW Group Inc. rebranded as MRW Insurance Services, enhancing its capability to serve customers effectively.

Van Zandt, Emrich & Cary

Acquisition in 2016
Van Zandt, Emrich & Cary Inc. is a prominent insurance agency based in Louisville, Kentucky, founded in 1914. The company specializes in a wide range of insurance and financial services, including property and casualty insurance, life insurance, health plans, and employee benefits packages. It caters to both individual and business clients, offering tailored insurance products for various sectors such as restaurants, auto dealerships, law firms, and nonprofits. Additionally, the agency provides comprehensive employee benefits programs, which encompass medical, dental, and vision insurance, along with retirement planning services. The firm also engages in financial consulting, estate planning, and long-term care planning. As a subsidiary of AssuredPartners, Inc., Van Zandt, Emrich & Cary continues to serve clients across the United States with licensed insurance consultants and a commitment to meeting diverse insurance needs.

Roehrs & Company

Acquisition in 2016
Roehrs & Company, Inc. is an insurance agency that offers a comprehensive range of insurance solutions for both individuals and businesses. Founded in 1923 and headquartered in Exton, Pennsylvania, the company operates branches in Pennsylvania and South Carolina. It specializes in personal insurance products, including home, auto, life, health, and recreational vehicle coverage, as well as commercial insurance tailored for various industries and employee benefits. Roehrs & Company aims to build lasting relationships with its clients, serving as a resource to help them understand their insurance needs, address coverage gaps, and maintain compliance. The agency serves customers throughout the continental United States and is a subsidiary of AssuredPartners, Inc.

Glenn/Davis & Associates

Acquisition in 2016
Glenn/Davis & Associates, Inc. is an insurance brokerage firm based in Statesboro, Georgia, that provides a range of insurance services to clients across the United States. Founded in 1989, the company specializes in life and health insurance products, including healthcare, dental, life, long-term and short-term disability, voluntary, long-term care, and stop-loss insurance, along with reinsurance solutions. Additionally, it offers property-casualty insurance brokerage and risk management services, which encompass risk assessment, program design, coverage recommendations, program implementation, and account servicing. The firm primarily caters to middle-market and large commercial clients in various sectors, including healthcare, construction, manufacturing, financial institutions, property management, alternative energy, automotive retail, marine, and aviation markets. As of December 30, 2015, Glenn/Davis & Associates operates as a subsidiary of AssuredPartners, Inc.

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.

D.M. Lovitt Insurance Agency

Acquisition in 2015
D.M. Lovitt Insurance Agency is a Tucson-based insurance provider serving individuals, families, and businesses throughout Arizona. The agency offers a comprehensive range of personal insurance products, including auto, home, motorcycle, and life insurance, as well as specialized coverage such as flood, long-term care, and travel insurance. For businesses, D.M. Lovitt provides various insurance solutions, including general liability, workers' compensation, commercial property, and professional liability insurance. The agency also offers employee benefit solutions, surety bonds, and risk management services. With an additional office in Scottsdale, Arizona, D.M. Lovitt Insurance Agency operates as a subsidiary of AssuredPartners, Inc., ensuring a broad spectrum of coverage options tailored to meet the diverse needs of its clients.

Wilson H. Flock Insurance

Acquisition in 2015
Wilson H. Flock Insurance, Inc., founded in 1937 and based in Wyoming, Pennsylvania, provides a range of insurance services including personal, commercial, and life insurance. The company specializes in auto, home, and business insurance, as well as coverage for boats, watercraft, and Jet Skis. As of October 2015, Wilson H. Flock Insurance operates as a subsidiary of AssuredPartners, Inc., allowing it to leverage a broader network and resources while maintaining its commitment to serving clients with diverse insurance needs.

Moscker Insurance Agency

Acquisition in 2015
Moscker Insurance Agency, Inc. is an independent insurance brokerage based in Severna Park, Maryland, serving both individual and commercial clients since its founding in 1992. The agency offers a wide range of commercial insurance products, including business automobile, general liability, property, and workers' compensation insurance. For personal insurance needs, Moscker provides automobile, boat, homeowner's, and life insurance coverage. Additionally, the agency specializes in group health insurance, encompassing dental, vision, and disability coverage, as well as retirement plans and long-term care options. Moscker Insurance Agency also assists clients with healthcare reform compliance, voluntary benefits, and estate planning. The company serves various industries, offering tailored insurance solutions for contractors, real estate appraisers, food distributors, and more, making it a versatile provider of comprehensive insurance services in the region.

Bohannon-Meyer Insurance

Acquisition in 2015
Bohannon-Meyer Insurance is specializes in commercial, farm and personal insurance.

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.

Insurance & Benefits Group

Acquisition in 2015
Insurance & Benefits Group LLC is a provider of insurance and surety services catering to businesses, municipalities, educational institutions, non-profit organizations, and individuals both domestically and internationally. Founded in 1948 and based in Sedalia, Missouri, the company specializes in a wide array of offerings, including property and casualty insurance, surety bonding, employee benefits analysis, and retirement planning. Its commercial insurance coverages include various liabilities such as general, professional, and environmental liability, as well as workers' compensation and employee benefit plans. The company also provides personal insurance products, encompassing life, health, disability, and various types of property coverage. Additionally, Insurance & Benefits Group offers captive insurance programs tailored for Fortune 500 companies and middle-market businesses. As of 2015, it operates as a subsidiary of AssuredPartners, Inc.

WSC Insurance

Acquisition in 2015
WSC Insurance has been in the insurance business for over 60 years.

Founders Insurance Group

Acquisition in 2015
Founders Insurance Group, Inc. is an insurance agency based in Torrington, Connecticut, with an additional office in Lakeville, Connecticut. Established in 1989, the company provides a comprehensive range of insurance products, including business insurance such as property, liability, excess liability, business auto, and workers compensation coverage. Additionally, it offers personal insurance options encompassing auto, home, renters, motorcycle, boat, and specialty coverages like valuable articles and domestic workers compensation. The firm also covers niche areas with custom-designed programs for unique considerations and provides Platinum Accounts for high net worth clients. Founders Insurance Group operates as a subsidiary of AssuredPartners, Inc. since 2015, enhancing its service offerings and market reach.

WorkforceTactix

Acquisition in 2015
WorkforceTactix, Inc. is a provider of employee benefits and insurance brokerage services, specializing in a comprehensive range of offerings. The company delivers group benefits, including medical, dental, vision, and life and disability insurance. Additionally, it offers voluntary benefits solutions such as disability, term life, critical illness, long-term care, universal life, whole life, accident, and hospital gap insurance. WorkforceTactix also focuses on retirement planning and executive benefit services, which encompass financial planning, investing, risk management, and corporate benefits. Furthermore, the company provides human resource professional services, emphasizing data analytics, property and casualty insurance, and recruitment services to enhance workforce management and support organizational needs.

Jones, Raphael & Oulundsen

Acquisition in 2015
Jones, Raphael & Oulundsen, Inc. is an insurance agency based in New Britain, Connecticut, established in 1966. The firm specializes in offering a comprehensive range of personal and business insurance solutions. Personal insurance products include auto, home, life, health, and various specialized coverages such as flood, motorcycle, and umbrella insurance. For businesses, the agency provides commercial insurance options that encompass general liability, workers compensation, commercial property, and cyber liability, among others. The company serves a diverse clientele, including individuals, families, and businesses across multiple towns in Connecticut, delivering tailored insurance solutions to meet a variety of needs. Jones, Raphael & Oulundsen operates as a subsidiary of AssuredPartners, Inc.

T.A. Cummings Jr

Acquisition in 2015
T.A. Cummings Jr. Co. was founded in 1930 with a mission to provide clients with a complete portfolio of superior commercial and personal insurance products and services at the most competitive rates available. Today they are a recognized leader in the Chicago marketplace as a direct agent to over 35 standard "A" rated insurance companies.

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.

Omni Risk Management

Acquisition in 2015
Omni Risk Management, Inc. is a provider of insurance and bonding solutions tailored specifically for the construction industry. The company specializes in various types of coverage, including construction insurance, surety bonds, and general commercial insurance. In addition to its focus on the construction sector, Omni Risk Management also offers personal insurance products, such as home and auto insurance, as well as life and health insurance. By delivering a comprehensive range of services, Omni Risk Management aims to meet the diverse needs of its clients in both commercial and personal insurance markets.

BRG Insurance and Bonds

Acquisition in 2015
BRG Insurance & Bonds, LLC is an insurance and surety bonding agency based in Lake Mary, Florida. Established in 2008, the company specializes in offering a comprehensive range of commercial insurance programs, including property, workers compensation, liability, crime, automobile, and construction coverage tailored to various sectors such as contractors, manufacturers, nursing homes, assisted living facilities, and medical offices. In addition to these services, BRG also provides surety bonds, encompassing contract, commercial, and court bonds. Furthermore, the company extends its offerings to group health insurance, self-funded health insurance, dental, life, vision, and disability insurance, along with customized employee benefits and risk control services. These services include educational materials, claim analyses, onsite assessments, and specialized seminars, aiming to meet the diverse needs of its clients across the United States, Canada, the Caribbean, and beyond.

A.J. Lupas Insurance Agency

Acquisition in 2015
A.J. Lupas Insurance Agency, Inc. is an independent insurance agency based in Pennsylvania, specializing in a diverse array of insurance products for individuals, families, and businesses. The agency provides commercial and personal insurance options, which include coverage for home, auto, watercraft, motorcycles, rental properties, and valuable items such as antiques and jewelry. Additionally, A.J. Lupas Insurance Agency offers recreational vehicle, umbrella, and flood insurance. The agency also focuses on personal protection services, providing health, life, and disability insurance to meet the varied needs of its clients. With a commitment to tailored insurance solutions, A.J. Lupas Insurance Agency serves as a reliable partner for comprehensive coverage.

Premiere Coastal Insurance Group

Acquisition in 2014
Premiere Coastal Insurance Group, Inc. is an insurance brokerage based in Savannah, Georgia, specializing in a comprehensive range of insurance solutions. The company offers personal insurance products, including auto, home, aviation, and valuables coverage, as well as umbrella policies tailored for high net worth individuals. In addition to personal insurance, Premiere Coastal provides a variety of business insurance services, encompassing commercial property, workers’ compensation, general liability, errors and omissions, and professional liability. The firm also focuses on air travel insurance, emphasizing safety and loss control, along with claims adjustment services.

Hukill Hazlett Harrington Agency

Acquisition in 2014
Hukill Hazlett Harrington Agency is a full-service, independent insurance agency established in 1838, located in the Blue Ash/Cincinnati, Ohio area. The agency primarily serves clients in the Greater Cincinnati and Northern Kentucky regions, but it also caters to national and international clients. As a privately owned entity, Hukill Hazlett Harrington Agency offers a comprehensive range of insurance services, emphasizing personalized attention and tailored solutions for their diverse clientele.

The Wright Group Services

Acquisition in 2014
The Wright Group Services is a well-established firm with over 30 years of experience, offering a comprehensive range of brokerage services. The company specializes in employee benefits, property and casualty insurance, as well as retirement plans. By leveraging leading-edge products and extensive expertise, The Wright Group Services delivers exceptional service and value to its clients.

Ramsey Insurance Agency

Acquisition in 2014
Ramsey Insurance Agency, Inc. is an independent insurance agency based in West Virginia that offers a comprehensive range of personal and commercial insurance products. For individuals and families, the agency provides various coverage options, including homeowner, auto, recreational vehicle, and specialty insurances such as antique and wedding insurance. Additionally, they cater to healthcare companies and businesses by offering commercial insurance solutions, including general liability, contractor's insurance, cyber liability, and professional liability coverage. With a commitment to meeting diverse insurance needs, Ramsey Insurance Agency serves a wide clientele by delivering tailored insurance services and expertise.

Leonard Insurance Services

Acquisition in 2014
Leonard Insurance Services is an independent insurance agency that specializes in providing a comprehensive range of insurance products and financial services. The company offers personal, commercial, life, professional liability, and health and benefits insurance, along with various financial planning programs. This enables customers to manage all their insurance needs through one dedicated and trusted partner. Additionally, Leonard Insurance Services provides employee benefits and surety programs tailored for contractors.

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 Management is a provider of comprehensive insurance solutions and financial planning services for both businesses and families. The company specializes in a range of commercial coverage options, including property and liability, automobile, workers compensation, and flood insurance. Additionally, AJM offers personal insurance products such as homeowners, automobile, and recreational vehicle coverage. Beyond insurance, the company provides various financial services, including life and disability insurance, employee benefit consulting, estate planning, and health policies for both groups and individuals. By delivering tailored solutions, AJM Insurance Management aims to ensure financial security and peace of mind for its clients.

Golseth & Gregson Insurance Services

Acquisition in 2013
Golseth & Gregson Insurance Services is operates as an insurance agency in Tucson. It offers various types of bonds, such as contract, probate/fiduciary, court, license, lost instrument, Erisa fidelity, business services, and notary bonds; group employee benefits; individual health insurance products, including short-term medical, standard individual medical, and traveler’s medical products; and individual life insurance products, such as term, universal, and whole life products.

Donald F. LaPenna Associates

Acquisition in 2013
Donald F. LaPenna Associates is a provider of personal and commercial property and casualty insurance. The company specializes in a wide range of insurance products, including life, health, and disability insurance. Its personal insurance services encompass auto, homeowners, umbrella, flood, boat, motorcycle, and RV/ATV insurance. For businesses, it offers commercial insurance solutions, including coverage for small businesses and transportation needs. Additionally, the firm provides life insurance and various group health products, such as group dental, group vision, long-term care, and international medical and travel insurance services. Through its diverse offerings, Donald F. LaPenna Associates aims to meet the insurance needs of individuals and businesses alike.

Buckley & Company

Acquisition in 2013
Buckley & Company provides commercial insurance for small businesses, personal insurance, and life, health and employee benefits insurance.

Insurors of Kentucky

Acquisition in 2013
Insurors of Kentucky is operates as an insurance company and offers Auto, Home, Health, Business, Liability and Life Insurance.

Wade & Egbert Insurance Partners

Acquisition in 2013
Wade & Egbert Insurance Partners operates as an insurance agency. The company offers business insurance, including commercial property, general liability, employee practices liability, fiduciary liability, directors and officers liability, professional liability errors and omissions, commercial automobile, workers compensation, technology, builder’s risk, and inland marine; and personal insurance, such as homeowners insurance, automobile insurance, excess liability/umbrella, valuable articles and collections, flood insurance, health insurance, and life insurance.

Davis-Garvin Agency

Acquisition in 2012
Davis-Garvin Agency, Inc. is a comprehensive insurance agency that specializes in providing a wide range of insurance solutions for both commercial and personal lines. Catering to companies as well as regional and national trade associations in the United States, the agency's offerings include workers' compensation, general liability, automobile liability, professional liability, and various property insurance options such as builders risk and inland marine. Additionally, they provide specialized services like crime insurance, pollution liability, and employment practices liability. On the personal lines side, Davis-Garvin Agency offers insurance products for homeowners, automobiles, jewelry, rental properties, and recreational vehicles, ensuring a broad spectrum of coverage to meet diverse client needs.

Webb Insurance

Acquisition in 2012
Webb Insurance is an independent full-service insurance agency based in North Carolina. The agency provides a comprehensive range of insurance products, including personal auto and home insurance, as well as commercial and business insurance. Additionally, it offers individual health and financial products, along with group benefits. Webb Insurance aims to deliver professional and reliable insurance services, focusing on economic protection and effective risk management for individuals, families, and businesses.

Gosnell Insurance

Acquisition in 2012
Gosnell Insurance & Associates provides insurance services. The Company provides a variety of insurance products including homeowners protection, life, financial planning, business, automobile, long-term care, flood, personal umbrella liability, and disability income protection.

Moore & Johnson Agency

Acquisition in 2012
Moore and Johnson Agency specializes in insuring successful business and personal risks. Some of our business specialties include risks with greater than $1,000,000 in sales, multiple locations, greater than 50 employees, and/or multiple vehicles. Some of our personal specialties include individuals with multiple homes (owner or tenant occupied), multiple cars, significant need for increased liability, and/or high net worth.

Morehead Insurance

Acquisition in 2012
Morehead Insurance is provides provide insurance and financial solutions. The company offers homeowners insurance, personal auto insurance, recreational vehicle insurance, flood insurance, farm owners insurance, livestock insurance, boat insurance, umbrella liability, health care plans, motorcycle insurance, life insurance, commercial insurance, workers compensation bonds, identity theft retirement plans, disability plans, and long term care plans.

Arison Insurance Services

Acquisition in 2012
Arison Insurance Services, Inc. specializes in offering a range of insurance products tailored for both businesses and individuals. The company provides voluntary benefit product services, including contributions, enrollment percentage, and flexible spending account services for employers. In addition to these services, Arison Insurance Services delivers comprehensive insurance options such as health, life, dental, vision, disability, and Medicare supplements. The company also extends its offerings to include financial planning and travel insurance, ensuring a holistic approach to meeting the diverse insurance needs of its clients.

Insurance Systems

Acquisition in 2012
Insurance Systems, Inc. is an insurance agency that specializes in providing enrollment and administrative services for employers, benefit consultants, and insurance companies looking to implement employee-funded insurance products. The company offers a wide range of personal insurance services, including coverage for home, auto, personal umbrella, and various recreational vehicles, as well as commercial insurance services that encompass general liability, commercial auto, employment practices, worker’s compensation, and professional liability, among others. Additionally, Insurance Systems provides estate planning and employee benefits services, enabling clients to access diverse insurance plans tailored to their needs.
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