Employee Benefit Associates
Acquisition in 2025
Employee Benefit Associates is an insurance agency specializing in benefits consulting. It offers a range of services including strategic benefits planning, compliance assistance, HR support, vendor management, and total health management. The company aims to help clients optimize their employee benefits programs by providing expert guidance and tailored solutions.
Meyer & Rosenbaum
Acquisition in 2025
Meyer & Rosenbaum is an insurance services provider, catering to both commercial and personal clients. Their offerings include a broad range of policies such as property, automobile, liability, life, health, group, workers' compensation, bonds, employee benefits, and retirement planning. This comprehensive suite of services enables clients to secure financial protection tailored to their unique needs, backed by the expertise of the company's professionals.
Dansig Insurance Services
Acquisition in 2025
Dansig Insurance Services is an independent insurance risk advisors offering a comprehensive suite of insurance solutions.
C&L Marine Insurance
Acquisition in 2025
C&L Marine Insurance is an independent agency specializing in marine insurance. It offers brokerage services tailored to boat builders, dealers, marinas, and yacht owners, providing both personal and commercial coverage.
Drayton Valley Insurance Agency
Acquisition in 2025
Drayton Valley Insurance Agency, based in Drayton Valley, Alberta, specializes in offering a wide array of insurance solutions. The company caters to both personal and commercial clients, providing coverage for personal property, automobiles, and various commercial needs, including auto and fleet insurance.
Malloy lmrie & Vasconi Insurance Services
Acquisition in 2025
Malloy Imrie & Vasconi Insurance Services expertise in risk management, commercial, personal insurance and value-added services.
Yavitz Insurance Group
Acquisition in 2025
Yavitz Insurance Group is a professional services firm specializing in insurance. It maintains partnerships with leading insurance carriers, enabling it to compare and select the most suitable coverage options for its clients. The company offers a broad spectrum of insurance products, including personal and business insurance, as well as life and health coverage. Its services extend beyond mere policy procurement, providing clients with expert risk management advice and comprehensive insurance solutions tailored to their unique needs.
Mayfield Insurance
Acquisition in 2025
Mayfield Insurance, headquartered in Mooresville, Indiana, specializes in offering tailored insurance solutions for both individual clients and businesses. The company acts as an insurance broker and general agent, providing a wide array of personal and commercial products. It facilitates connections between insurance companies and agents by offering competitive commissions and underwriting support, thereby aiding agents in growing their businesses.
DAR The Rocchio Agency
Acquisition in 2025
DAR The Rocchio Agency, based in Carmel, Indiana, is an insurance brokerage company specializing in commercial and personal insurance, along with employee benefits services. They assist clients in maintaining financial stability by offering tailored insurance solutions.
Lindenwood Agency
Acquisition in 2025
Lindenwood Agency is an insurance provider catering to both individual clients and businesses. It offers a broad spectrum of insurance services, including personal lines such as auto, home, and flood insurance, as well as commercial lines like liability, property, workers' compensation, and business owner's policies. The agency prides itself on delivering personalized service, ensuring clients are adequately protected through tailored coverage plans. Its team of experienced insurance agents works closely with clients to understand their unique needs and provide expert guidance in selecting the most suitable insurance products.
Byrnes Agency
Acquisition in 2025
Byrnes Agency is an insurance agency that provides property, asset, and business protection services.
Woods Insurance Service
Acquisition in 2025
Woods Insurance Service is an independent insurance agency specializing in Oil and Gas insurance, along with a broad range of commercial insurance products. They also offer personal insurance and employee benefits services, including life, health, business, rental, boat, and commercial auto coverage.
Great Basin Insurance
Acquisition in 2024
Great Basin Insurance is an independent insurance agency that provides a comprehensive range of insurance products, including personal, agriculture, business, life, and health coverage. The company specializes in offering auto and home insurance packages, as well as commercial line coverages tailored to the needs of contractors, restaurants, hotels, and commercial properties. Their primary business is to ensure clients have access to a variety of cost-efficient insurance options to meet their diverse requirements.
Jackson Hole Insurance
Acquisition in 2024
Provider of insurance coverage intended for high net-worth individuals and families. The company provides loss prevention, claims reporting, and access to a network of reputable insurance providers to find competitive coverage, thereby ensuring protection and mitigating risks to personal wealth.
Fairfield County Bank Insurance Services
Acquisition in 2024
Fairfield County Bank Insurance Services is a specialized insurance company that focuses on managing claims and providing payment services. It operates as an insurance agency, offering a variety of personal and commercial insurance products and services. These are designed to help clients safeguard their assets and minimize potential risks.
Hadfield Agency
Acquisition in 2024
Hadfield Agency is an independent insurance company specializing in providing tailored coverage solutions for both individuals and businesses. Their comprehensive range of products includes auto, home, life, and business insurance, ensuring clients' diverse needs are met with reliable and comprehensive protection.
R.K. Gore & Associates
Acquisition in 2024
R.K. Gore & Associates is an independent insurance agency specializing in serving the residential construction industry. The company offers risk management services, including same-day turnaround, manuscript liability forms, and insurance assessment services, to help clients effectively manage risks associated with high-profile projects.
Anco Insurance Managers
Acquisition in 2024
Anco Insurance Managers is a specialized insurance brokerage firm that caters to specific industries, namely construction, education, healthcare, and sports. They provide a comprehensive suite of insurance services, including business, employee benefits, and personal insurance, to help their clients effectively manage and mitigate future risks.
Global Ag Risk Solutions
Acquisition in 2024
Global Ag Risk Solutions offers industry-leading whole-farm insurance solutions, including parametric solutions and weather modeling technologies, to assist clients in safeguarding both crop costs and profits.
Western Growers Insurance Services - Retail Insurance Brokerage Business
Acquisition in 2024
Western Growers Insurance Services - Retail Insurance Brokerage Business is a unit of Western Growers Insurance Services that provides retail and insurance services to customers.
WestStar Insurance Agency
Acquisition in 2024
WestStar Insurance Agency is a community financial institution that provides insurance services.
Creative Financial Stratigies
Acquisition in 2024
Creative Financial Strategies provides financial planning services to individuals and businesses.
Felton and Associates
Acquisition in 2024
Felton and Associates is an insurance company that provides commercial and personal insurance coverage.
Clark 401k Consulting
Acquisition in 2024
Clark 401k Consulting is a professional services firm specializing in independent consulting and fiduciary services for both individuals and employers. The company's core business involves designing, strategizing, planning, and managing retirement plans, with a focus on ensuring employees' retirement readiness.
Southern Colorado Insurance Center
Acquisition in 2024
Southern Colorado Insurance Center is a regional insurance brokerage firm, serving both individuals and businesses across ten states. It specializes in offering a comprehensive range of insurance solutions, including personal, business, specialty, life, and health coverage. The company's mission is to provide affordable and reliable insurance options tailored to clients' unique needs.
Insurance Management Company
Acquisition in 2024
Insurance Management Company (IMC) is a specialized provider of commercial insurance and risk management services. They focus on serving a diverse range of industries, including aviation, energy, healthcare, and manufacturing, among others. IMC's approach involves understanding each client's unique business and risk profile, then tailoring insurance solutions that balance their specific risk tolerance. Their expertise lies in commercial, industrial, liability, and workers' compensation insurance, helping clients obtain cost-effective coverage.
William R. Cargill Insurance Agency
Acquisition in 2024
William R. Cargill Insurance Agency is an insurance service agency that provides a comprehensive range of coverage options for both personal and commercial needs. The agency specializes in personal insurance, including home, auto, personal umbrella, boat, and life insurance. For businesses, it offers various commercial coverages such as business owners' policies, workers' compensation, and general liability insurance. Through its diverse offerings, the agency aims to assist customers in effectively managing their insurance requirements.
Pollock Insurance
Acquisition in 2024
Pollock Insurance, Inc., a privately owned and locally controlled company, specializes in providing both commercial and personal insurance services. Based in Washington, they cater to clients' insurance needs in the Pacific Northwest, offering a range of coverage options including auto, home, boat, motorcycle, RV, property, flood, and business insurance. Their licensed agents provide personalized policy reviews and referrals to ensure clients' specific needs are met.
Sale Insurance Agency
Acquisition in 2024
Sale Insurance Agency is a small, family-owned independent insurance service. It caters to both businesses and high-net-worth individuals, offering a range of insurance products including property, auto, marine, and life insurance. The agency specializes in providing comprehensive coverage on a portfolio basis, simplifying the insurance process by managing policies under one roof.
Zavitz Insurance & Wealth
Acquisition in 2024
Zavitz Insurance & Wealth is a professional services firm specializing in wealth management and insurance solutions. They cater to both individual clients and businesses, focusing on long-term financial security and well-being. Their services include guidance and support for disability, critical illness, business overhead, and life insurance claims, ensuring clients are protected and advised throughout the claims process.
Mitchell Sandham
Acquisition in 2024
Mitchell Sandham is a financial firm specializing in insurance brokerage and employee benefit consulting services for both individuals and businesses. The company focuses on protecting the personal assets of business owners, partners, and executives through a comprehensive range of insurance products. Its offerings include business, employee, and personal insurance coverage, as well as surety bonding and global insurance programs. By providing tailored solutions, Mitchell Sandham aims to help clients reduce risk and enhance value significantly.
Bls Wealth Management
Acquisition in 2024
BLS Wealth Management specializes in financial management with business solutions, estate planning, and personal financial advice.
D'Onofrio Insurance
Acquisition in 2023
D'Onofrio Insurance, established in Laval, Canada, specializes in offering a range of insurance solutions tailored to both personal and commercial clients.
F.A.R.E. Healthcare
Acquisition in 2023
F.A.R.E. Healthcare specializes in offering comprehensive group benefit packages, life insurance, and employee healthcare solutions. Their services are designed to provide fair and reasonable healthcare access to all employees.
Shinstrom & Norman
Acquisition in 2023
Shinstrom & Norman operates as an independent insurance agency, specializing in facilitating affordable and reliable insurance solutions for both individuals and businesses. Their comprehensive range of products includes auto, home, life, health, and business insurance, sourced from a variety of trusted carriers. The company's core service involves connecting clients with optimal coverage options at competitive prices.
Golden Ears Insurance Services
Acquisition in 2023
Golden Ears Insurance Services specializes in providing general insurance brokerage services primarily for the transportation industry. The company offers a diverse array of insurance products, which include auto, business, personal, commercial, boat, home, and life insurance. By focusing on comprehensive insurance solutions, Golden Ears Insurance Services aims to meet the varied needs of its clientele, ensuring that customers have access to the coverage required for both personal and professional purposes.
Edbrooke/Stelcner and Associates
Acquisition in 2023
Edbrooke/Stelcner and Associates is a specialized employee benefits brokerage and consulting firm based in Coral Gables, Florida. The company focuses on serving the unique needs of the aviation, hospitality, and healthcare industries, offering a full range of services including comprehensive benefit solutions, HR consulting, retirement plans, and life insurance programs. They cater primarily to large employer groups in the southeastern United States.
E-Insure Services
Acquisition in 2023
E-Insure Services operates an insurance comparison platform that offers financial and insurance solutions across various sectors, including auto, health, home, business, and life insurance. The company focuses on providing customers with direct comparisons of different insurance options, helping them identify the most suitable policies for their needs. By emphasizing choice and neutrality, E-Insure Services aims to deliver unbiased advice while reducing customer acquisition costs for insurance providers. Through its platform, the company enhances the decision-making process for consumers seeking comprehensive insurance coverage.
Defranco Insurance
Acquisition in 2023
DeFranco Insurance is an insurance firm that focuses on providing personal and commercial insurance services to individuals, families, and businesses. The company specializes in delivering a variety of insurance products, including auto, home, business, and life insurance. By assisting clients in finding the right coverage, DeFranco Insurance enables customers to compare options from multiple carriers, ensuring they select the most suitable policies for their needs. Through its tailored services, the firm aims to simplify the insurance process and enhance the customer experience.
OSA Insurance Brokerage Services
Acquisition in 2023
OSA Insurance Brokerage Services is an insurance provider specializing in various sectors, including real estate, business insurance, contractors, and construction. The firm caters to real estate owners, management companies, luxury condominiums, and cooperative buildings by offering a range of insurance products, such as auto, home, renters, contractors, umbrella, and workers' compensation insurance. OSA Insurance Brokerage Services is committed to delivering tailored insurance programs that align with the specific needs and goals of its clients. Their comprehensive approach includes support throughout the real estate lifecycle, from the developmental and construction phases to the finished product, ensuring that clients receive effective asset management and strategic insurance planning.
Quintes
Acquisition in 2022
Quintes offers administration, management, and advisory services for organizations' retirement plans.
Peel & Holland
Acquisition in 2022
Peel & Holland is an insurance company based in Benton, Kentucky. It provides a range of insurance services, including employee benefits, business insurance, and family insurance. These offerings enable clients to protect themselves and their assets effectively.
KT&D is an insurance agency based in Delaware that provides a comprehensive range of insurance services for both businesses and individuals. The company specializes in multi-line insurance offerings, including personal, commercial, and healthcare insurance, as well as employee benefits and medical malpractice coverage. KT&D is focused on helping clients effectively manage their risks and secure appropriate insurance solutions tailored to their needs.
Bubrig Insurance Agency
Acquisition in 2022
Bubrig Insurance Agency is an independent insurance agency that specializes in delivering a wide range of personal insurance solutions. The agency offers various products, including home, auto, flood, motorcycle, and life insurance, designed to protect clients against unforeseen events and safeguard their assets. By focusing on personalized service, Bubrig Insurance Agency aims to meet the diverse insurance needs of its customers effectively.
Wealthplan Advisors
Acquisition in 2022
WealthPlan Advisors is a consulting firm specializing in wealth management and advisory services for individuals, families, and corporations. The company offers a comprehensive suite of services, including financial planning, investment management, cash flow analysis, and retirement plan consulting. With a presence in Arizona, Utah, Missouri, and Tennessee, WealthPlan Advisors is dedicated to guiding clients through their financial journeys by providing tailored solutions to meet their unique needs.
Shaver-Robichaux Insurance Services
Acquisition in 2022
Shaver-Robichaux Insurance Services is an independent agency that specializes in providing comprehensive insurance solutions for both businesses and individuals. The agency offers a range of services, including commercial and personal insurance options such as home, auto, health, life, and recreational coverage. By focusing on the unique needs of their clients, Shaver-Robichaux aims to help them save money and time while securing the best possible rates for their insurance requirements.
CSi Advisory Services
Acquisition in 2022
CSI Advisory Services specializes in retirement plan consulting and wealth management, focusing on helping clients achieve successful retirement outcomes for their employees. The company offers a range of services, including fiduciary and investment governance, participant outcomes, financial wellness, and financial coaching. Additionally, CSI Advisory Services provides private wealth management, portfolio strategy, asset allocation, and investment monitoring, catering primarily to decision-makers in hospitals and educational institutions. By guiding organizations through the complexities of retirement planning, the firm aims to enhance the financial well-being of participants and ensure effective governance of investment strategies.
Alexander & Company
Acquisition in 2022
Alexander & Company is a full-service, independent employee benefits advisory firm for the public sector.
Sandy Spring Insurance
Acquisition in 2022
Sandy Spring Insurance is committed to providing outstanding products and superior client service. The agency provides business and personal insurance products and services to a broad range of clients. At Sandy Spring Insurance, we take the time to get to know you and your insurance needs, so we can develop a cost-effective, comprehensive insurance program for you, your family or your business. Sandy Spring Insurance is a unit of Sandy Spring Bancorp, Inc., based in Olney, Md.
Marketing Management Associates
Acquisition in 2022
Located in Landover, Maryland, Marketing Management Associates is a full-service insurance agency providing clients with commercial and personal insurance. The Marketing Management Associates team will join Hub Mid-Atlantic.
Chun-Ha Insurance Services
Acquisition in 2022
Chun-Ha Insurance Services is an insurance provider focused on serving the Korean-American community by offering a wide range of insurance products and services. The company specializes in personal, commercial, health, and life insurance, as well as employee benefits. Chun-Ha Insurance Services is committed to promoting the healthy growth of its clients by addressing their diverse insurance needs effectively. Through its comprehensive offerings, the company works to ensure that clients receive tailored support and solutions in their insurance endeavors.
Midland Agency Insurance
Acquisition in 2022
Midland Agency Insurance is a provider of insurance services focused on both commercial and personal lines. The company specializes in the agribusiness sector, offering tailored solutions such as crop insurance and coverage for farm equipment. By creating custom farm policies, Midland Agency Insurance aims to deliver security and peace of mind to farmers, addressing their specific needs and challenges within the agricultural industry.
The President’s Group
Acquisition in 2022
The President’s Group is a pioneer in the insurance industry that has helped over 4,000 Canadians secure life insurance and provide their families with peace of mind.
Niedermeyer Risk Management
Acquisition in 2022
Niedermeyer Risk Management is a Beaverton, Oregon-based firm that offers employee benefits consulting and both commercial and personal insurance services. The company focuses on risk management and specializes in the hospitality and construction industries, particularly serving wineries and professionals such as architects, general contractors, and tradespeople. Niedermeyer Risk Management is dedicated to fostering strong relationships with insurance carriers and developing associations, enabling the firm to share valuable information and resources with a national network of professionals. Through its tailored services, the company aims to meet the unique needs of its clients while effectively managing their insurance and risk management requirements.
Pacific Northwest Insurance
Acquisition in 2022
Pacific Northwest Insurance is an independent insurance agency that caters to both individual and business clients. The company offers a range of insurance solutions, including personal insurance, contractor coverage, and business insurance. It specializes in packages that combine auto and home insurance, as well as commercial lines designed for contractors, restaurants, hotels, and other commercial properties. By focusing on these areas, Pacific Northwest Insurance aims to help clients protect their investments and minimize financial risks associated with unforeseen events. The agency is supported by a professional and specialized team, ensuring that it can effectively address a variety of insurance needs.
Kuhl Insurance
Acquisition in 2022
Kuhl Insurance is a provider of comprehensive insurance services tailored to various industries, including manufacturing, healthcare, social services, and construction. The company specializes in offering both commercial and personal insurance solutions, as well as employee benefits. Its services encompass a wide range of coverage options such as property insurance, general liability, workers' compensation, crime insurance, management liability, and surety bonds. By focusing on risk minimization and cost containment, Kuhl Insurance aims to protect the essential assets of its clients, enabling them to thrive and succeed in their respective fields.
Western Assurance
Acquisition in 2022
Western Assurance is an independent insurance agency based in Albuquerque, New Mexico, specializing in a wide range of insurance solutions. The company provides both commercial and personal insurance, as well as employee benefits services. In addition to these offerings, Western Assurance also focuses on cyber liability insurance, helping businesses manage and mitigate risk effectively. Its comprehensive approach aims to reduce the cost of risk for clients while ensuring adequate coverage across various personal and business needs.
Taylor Advisors
Acquisition in 2022
Taylor Advisors is a financial consultancy firm that specializes in investment advisory services, business valuation, and balance sheet management. The company provides comprehensive guidance to clients aimed at enhancing profitability and minimizing risk. In addition to investment management, Taylor Advisors offers crisis advisory services and municipal credit quality reviews, ensuring clients receive expert support tailored to their specific needs. With a focus on delivering valuable insights and effective strategies, Taylor Advisors is dedicated to helping clients navigate the complexities of financial management.
Insureon
Acquisition in 2022
Insureon, a division of Specialty Program Group and Hub International Limited, specializes in providing digital commercial insurance solutions for small and medium-sized businesses across the United States. As the largest digital agency in this sector, Insureon allows business owners to compare quotes from top-rated insurance carriers, purchase policies, and manage their coverage online. The platform streamlines the insurance process, enabling clients to digitize their operations efficiently. In addition to its primary services, Insureon also licenses its proprietary technology to other distributors, further enhancing the accessibility of commercial insurance for small businesses.
Kornerstone
Acquisition in 2022
Kornerstone is a financial services firm that specializes in creating customized financial plans and investment advisory services for both individuals and corporations. The company focuses on helping clients articulate and achieve their investment and financial objectives through tailored wealth management and retirement programs. By serving a diverse clientele, including corporate and non-profit organizations, Kornerstone provides effective strategies that ensure convenience and competitive pricing. Their robust portfolios are supported by a comprehensive quantitative research platform, allowing clients to navigate their financial journeys with informed decision-making and strategic insights.
Raffa Financial Services
Acquisition in 2022
Raffa Financial Services is a provider of insurance and employee benefits brokerage and consulting services, primarily serving clients in the greater Maryland and Washington, D.C. area. The company specializes in a comprehensive suite of financial services, which includes employee benefits, executive benefits, retirement plan advisory, and risk management. Additionally, Raffa offers individual financial and insurance planning, focusing on delivering tailored strategies to assist clients in achieving their business and financial objectives. Through its range of services, the company aims to enhance client engagement and support their overall financial well-being.
Basi Insurance Services
Acquisition in 2021
Basi Insurance Services is a longstanding provider of insurance solutions for individuals, groups, and businesses in Northern and Central California. Specializing in both industrial and private insurance, the company focuses on the agribusiness and farm sectors, offering tailored coverage options. Its services include commercial and personal insurance solutions such as earthquake coverage, farm machinery and equipment replacement, household property protection, general liability, and business interruption insurance. Basi Insurance Services is committed to delivering an honest and proactive approach to insurance education, ensuring that clients are well-informed about their options and coverage needs.
Calculated Risk Advisors
Acquisition in 2021
High end risk management consulting and insurance brokerage services.
Tanna Insurance
Acquisition in 2021
Tanna Insurance, founded by Dinesh Tanna in 2001, specializes in providing insurance advisory services to families, individuals, and businesses. With two decades of experience in direct carrier relationships, the company offers a wide range of insurance options, including commercial, automotive, home, commercial property, and employee and professional insurance. Tanna Insurance prides itself on delivering a level of expertise that distinguishes it from local competitors, helping clients safeguard their businesses, homes, and families against future uncertainties and risks.
Verity Insurance Services
Acquisition in 2021
Verity Insurance Services is an independent insurance brokerage that specializes in providing commercial insurance and health benefits to businesses. They focus on serving the consumer electronics and manufacturing industries, offering a wide range of insurance products including fire, casualty, large and small group benefit plans, automotive, personal, life, business, medical insurance policies, along with retirement plans, flexible spending accounts, reimbursement arrangements, and savings accounts. Verity Insurance helps clients navigate their coverage options through analysis, explanation, and pricing assistance.
H.W. Hollinger
Acquisition in 2021
H.W. Hollinger is an independent insurance agency providing commercial and personal insurance. H.W. Hollinger specializes in commercial and industrial insurance, including construction and real estate.
Millennium Advisory Services
Acquisition in 2021
Millennium Advisory Services is a fee-only financial planning and asset management firm that specializes in serving clients within the education sector. This includes employees of colleges and universities, as well as endowments and foundation boards. The firm offers a range of services, including financial planning advice, investment management, retirement plan sponsor services, and portfolio recommendations for employee investments. By focusing on the unique needs of its clientele in education, Millennium Advisory Services aims to provide tailored financial solutions that align with their specific goals and objectives.
National Home Warranty Group
Acquisition in 2021
National Home Warranty Group is a provider of home warranty coverage services focused on serving home builders and owners. The company specializes in offering new home warranty coverage, thereby providing peace of mind to thousands of new home purchasers in Canada, an important aspect of what is often their largest lifetime investment. Additionally, National Home Warranty Group offers a range of products that include property, home, and deposit warranties, as well as insurance for maintenance, operation, and renovation across Western Canada. This comprehensive approach helps ensure the protection and satisfaction of homeowners throughout their property ownership journey.
Dissinger Reed
Acquisition in 2021
Dissinger Reed is a leading special risk agency that specializes in addressing the distinct insurance requirements of collegiate athletic departments and state high school associations. The agency offers tailored insurance solutions to over 200 colleges and universities, as well as 27 state high school associations nationwide, including the National Federation of State High School Associations. Their expertise encompasses a range of products, including athletic insurance, student health insurance plans, basic school accident insurance, general liability insurance, and tournament insurance. By focusing on these specialized areas, Dissinger Reed ensures that its clients receive comprehensive coverage that effectively manages their unique risks.
Risk Point Consulting
Acquisition in 2021
Risk Point Consulting is a specialized firm based in Marietta, Georgia, that focuses on providing contractual bonus coverage and over-redemption insurance for professional sports and college athletics. The company offers services that help clients manage various aspects of sponsorship agreements, incentive bonuses, and performance-based retainer adjustments. By addressing the unique risks associated with athletic contracts and promotional activities, Risk Point Consulting supports its clients in mitigating potential financial exposures and ensuring compliance with contractual obligations.
Ward Insurance
Acquisition in 2021
Ward Insurance is a provider of comprehensive insurance services catering to both individuals and businesses across various industries, including construction, healthcare, hospitality, manufacturing, and wood products. The company specializes in property and casualty insurance, worker's compensation, and employee benefits, offering tailored risk solutions that help clients mitigate losses and reduce overall insurance costs. By delivering the appropriate coverage and protection, Ward Insurance aims to support its clients in managing their unique risks effectively.
Preferred Benefits Services Agency
Acquisition in 2021
Preferred Benefits Services Agency is a consulting firm located in Delaware, Ohio, that specializes in delivering customized benefit solutions through technology-driven services. The company offers a range of tools, including the mywave portal, Think HR, DecisionMaster Warehouse, and a comprehensive benefits administration system. Additionally, Preferred Benefits provides compliance services to ensure that clients meet regulatory requirements. By leveraging innovative technology, the agency aims to streamline the benefits process for its clients, enhancing overall efficiency and effectiveness in managing employee benefits.
EnterMedicare
Acquisition in 2021
EnterMedicare, Inc. is a company that specializes in developing a digital Medicare platform designed to enhance the management of Medicare enrollment, policies, and renewals for individuals. Founded in 2018 and headquartered in Los Angeles, California, EnterMedicare aims to create a more accessible healthcare experience by facilitating the flow of information between insurance carriers, sales channels, and consumers. This innovative platform helps consumers manage their Medicare needs while allowing insurers to gather valuable insights that can personalize their products and services, ultimately optimizing the financial outcomes of users in the healthcare system.
Salvatore Insurance Brokers
Acquisition in 2021
Salvatore Insurance Brokers is a family-owned insurance brokerage that specializes in commercial insurance services, particularly within the transportation industry. The company focuses on delivering tailored insurance solutions to its clients, helping them manage risk effectively while optimizing their operations. By prioritizing the best interests of clients, Salvatore Insurance Brokers supports businesses in enhancing their financial performance through strategies that maximize premium savings. With a commitment to professional expertise and personalized service, the company aims to foster long-term relationships and ensure client satisfaction in an ever-evolving industry.
Global Credit Risk Management
Acquisition in 2021
Global Credit Risk Management is an independent brokerage specializing in Accounts Receivable and Political Risk Insurance. The company offers impartial and innovative insurance solutions tailored to meet the diverse needs of its clients, which include manufacturers, commodity traders, the services sector, finance professionals, and major financial institutions in Canada. By focusing on risk mitigation, Global Credit Risk Management helps businesses safeguard against potential losses resulting from payment defaults, currency inconvertibility, contract breaches, insolvency, and repudiation. Through its expertise and commitment to providing cost-effective insurance options, the company plays a vital role in enhancing the financial security of its clients.
IBG Financial Partners
Acquisition in 2021
IBG Financial Partners is a provider of investment management services that specializes in fiduciary and retirement plan consulting. The company focuses on assisting plan sponsor clients to achieve successful retirement outcomes. It offers comprehensive support in areas such as investment strategy, plan design, administration, and cost and tax considerations. By delivering tailored solutions and expert guidance, IBG Financial Partners aims to facilitate clients' journeys toward effective retirement planning.
Wessex Financial
Acquisition in 2021
Wessex Financial is an independent firm specializing in employee benefits, life, and living benefits, catering to both family and business markets primarily in Alberta. The company provides a range of services, including claims support, individual and family life and living benefits, as well as group and association plans. Wessex Financial places a strong emphasis on individual member services and offers programs focused on critical awareness and financial literacy, aiming to enhance the overall well-being of its clients.
KC Insurance Group
Acquisition in 2021
KC Insurance Group is an independent insurance agency based in Kansas City, Missouri. It specializes in providing personalized insurance solutions for individuals and businesses, focusing primarily on personal lines such as homeowners', auto, and commercial insurance. The company offers tailored insurance packages by aggregating products from reputable providers, aiming to help clients optimize their coverage while potentially reducing costs.
Galon Insurance Brokers
Acquisition in 2021
Galon Insurance Brokers is an insurance brokerage firm based in Regina, Canada, specializing in a wide range of insurance products. The company provides personal and commercial insurance, as well as agribusiness insurance and government auto services. Galon Insurance represents a variety of reputable insurance companies, ensuring a diverse selection of coverage options for its clients. Their offerings include auto, home, condo, recreational, and business insurance, catering to both individual and commercial needs. With a commitment to delivering comprehensive insurance solutions, Galon Insurance Brokers serves as a reliable partner for clients seeking protection in various sectors.
Alpha Pension Group
Acquisition in 2021
Alpha Pension Group is a retirement consulting firm focused on serving corporations and nonprofit organizations. The company specializes in fiduciary governance and investment analytics, offering comprehensive services designed to enhance retirement planning and employee education. By providing guidance in retirement planning, Alpha Pension Group aims to assist organizations in effectively managing their retirement offerings and ensuring compliance with regulatory standards. The firm does not sell retirement plans, instead concentrating on delivering expertise and support to help clients navigate the complexities of retirement benefits.
Prince Albert Insurance
Acquisition in 2020
Prince Albert Insurance is a full-service, independent insurance brokerage that provides personal, commercial, farm, and specialty products insurance, which will complement and strengthen Hub's existing capabilities. We take great pride in offering comprehensive insurance coverage at competitive rates. It is our responsibility to survey the insurance market on your behalf and determine which company best suits your needs. Finding the right company, and offering the right service at the right price is what we do best.
Stalco Insurance
Acquisition in 2020
Stalco Insurance Ltd. is an insurance brokerage firm based in Wainwright, Canada, and was incorporated in 2018. As a subsidiary of HUB International Limited, the company specializes in offering a diverse range of commercial and personal insurance products tailored to various industries, including agribusiness. Stalco Insurance is committed to meeting the insurance needs of its clients by providing comprehensive coverage options and expert guidance.
Canwest Group Benefits
Acquisition in 2020
Canwest Group Benefits is a dynamic company, providing group benefits to western Canada. Canwest Group Benefits currently represent cost plus and traditional group benefit plans throughout Alberta and British Columbia.
Clearpoint Benefit Solutions
Acquisition in 2020
Clearpoint Benefit Solutions offers its clients strategic group benefit advisory services and retirement solutions.
Rockville Insurance Agency
Acquisition in 2020
Rockville Insurance offering insurance products in multiple states.
Elevate Insurance Brokers
Acquisition in 2020
Elevate Insurance Brokers Inc. is an independent insurance agency based in Grande Prairie, Canada, and was incorporated in 2012. The company specializes in providing property and casualty insurance products, including coverage for home, auto, recreational vehicles, and businesses. As a locally owned agency, Elevate Insurance Brokers aims to offer personalized insurance solutions to meet the diverse needs of its clients. In 2020, it became a subsidiary of HUB International Limited, which has allowed it to enhance its service offerings while maintaining its commitment to local service and expertise.
Vestas
Acquisition in 2020
Vestas is an independent insurance brokerage firm based in Montreal, Canada, specializing in commercial and personal insurance services. Incorporated in 2008, the firm focuses on various industries, particularly construction and design professionals. Vestas offers tailored insurance solutions, catering to the specific needs of its clients across different sectors. As of May 2020, it operates as a subsidiary of Hub International Quebec Limited, enhancing its capabilities and reach within the insurance market.
Morneau Shepell - Benefits Consulting Practice
Acquisition in 2020
Morneau Shepell - Benefits Consulting Practice is a provider of technology-enabled HR services.
Azur Consulting Services
Acquisition in 2020
Azur Consulting Services provides employee benefits consulting, including group and health benefits solutions.
TRA Insurance Solutions
Acquisition in 2020
TRA Insurance Solutions, based in King of Prussia, Pennsylvania, has been offering commercial, personal, and specialty insurance since its founding in 1971. The company provides a range of insurance solutions tailored to meet the needs of its clients. As of February 2020, TRA Insurance Solutions operates as a subsidiary of HUB International Limited, enhancing its capacity to serve a diverse clientele.
Benefex Benefit Consulting
Acquisition in 2020
Benefex Benefit Consulting, established in 2002 and headquartered in Edmonton, Canada, specializes in employee benefits and group insurance programs. The company assists businesses in designing and managing compensation packages, including benefits and retirement plans. Their services also encompass FMLA compliance, workers' compensation, medical benefits, and voluntary benefits plans. Benefex operates as a subsidiary of HUB International Limited.
SilverStone Group
Acquisition in 2019
SilverStone Group, Inc. is a comprehensive insurance risk management firm established in 1945 and headquartered in Omaha, Nebraska, with additional offices in Council Bluffs and West Des Moines, Iowa; Portland, Oregon; and Sioux Falls, South Dakota. The company provides a wide range of services tailored for business and private clients, including risk management, property and casualty insurance, employee benefits programs, and financial planning. Its offerings encompass industry-specific risk management, claims and safety services, cyber liability, surety, regulatory compliance, business continuity planning, and human capital consulting. SilverStone Group also specializes in group benefits, retirement consulting, investment consulting, and personal insurance services. The firm serves various sectors, including agriculture, manufacturing, aviation, real estate, transportation, construction, and healthcare, supported by a team of over 200 qualified associates dedicated to meeting client needs.
RBI Advisory Group
Acquisition in 2019
RBI Advisory Group is a Canadian firm specializing in group benefit advisory services for employers and associations across various industries. Founded in 2002 and headquartered in Okotoks, the company focuses on enhancing employee retention strategies through tailored group benefit plans. Its comprehensive service offerings include market evaluations, plan design reviews, group retirement programs, client advocacy, administrative support, contract interpretation, quarterly experience reports, renewal negotiations, and actuarial support. By partnering with clients to optimize their group benefits investments, RBI Advisory Group aims to deliver efficient and innovative solutions that align with the unique needs of each organization. In 2019, RBI Advisory Group became a subsidiary of HUB International Limited, further strengthening its market position.
PDF Financial
Acquisition in 2019
PDF Financial Group Inc. is an independent brokerage based in Toronto, Canada, with an additional office in Oakville. Founded in 2008, the company specializes in providing employee benefits and insurance brokerage services. Its offerings include consulting and outsourcing for employee benefit programs, group retirement plans, and human resources initiatives. PDF Financial also delivers financial advisory services related to executive coverage, pension plans, self-insured plans, and spending accounts. The firm aims to align employee benefits with clients' human resources strategies, utilizing products and programs underwritten by various insurance companies and third parties. As of October 2019, PDF Financial operates as a subsidiary of HUB International Limited.
ProCorp Financial
Acquisition in 2019
ProCorp Financial Inc. is a boutique consulting firm based in Ottawa, Canada, specializing in benefits and retirement solutions. The company offers a comprehensive suite of services that includes estate planning, group benefits, life insurance, critical illness insurance, and disability insurance. Established to provide tailored consulting services, ProCorp Financial focuses on helping individuals and organizations navigate their financial and insurance needs. As of October 2019, ProCorp Financial operates as a subsidiary of HUB International Limited, enhancing its capabilities and reach in the consulting market.
Regency Advisory Corporation
Acquisition in 2019
Regency Advisory Corporation, founded in 2006 and headquartered in Saskatoon, Canada, specializes in employee benefits consulting services. As a subsidiary of HUB International Limited since October 2019, the firm offers innovative and proprietary solutions aimed at enhancing the cost sustainability and value of benefits programs for its clients. Regency provides a range of services including prescription cost management, online plan enrollment, administrative support, and comprehensive employee benefits management. By assisting businesses in optimizing their employee benefits strategies, Regency helps them reduce costs through strategic changes to insurance carriers and plan modifications.
Perennial Pension & Wealth
Acquisition in 2019
Perennial Pension & Wealth is an independent financial services firm based in New York, specializing in pension, retirement planning, and wealth management for both organizations and individuals. The company focuses on delivering tailored financial strategies that address the unique needs of its clients, helping them to realize their financial objectives. By prioritizing a personalized approach, Perennial Pension & Wealth aims to provide comprehensive solutions that support the long-term financial well-being of its customers.
Power Group Companies
Acquisition in 2019
Power Group Companies is an insurance company providing employee benefits and risk solutions.