Lyons Insurance Agency
Acquisition in 2025
Lyons Insurance Agency, Inc. is known for its accessibility and adaptability to market shifts, making it a preferred choice for businesses seeking customized insurance solutions.
Salus Group
Acquisition in 2024
Salus Group is a benefit and administration company. They need for a total solution is necessary for all companies, regardless of size, industry, or economy. That can differentiate their service and set us apart for the benefits consultant.
IHI Group
Acquisition in 2024
IHI Group is a professional services firm specializing in corporate client solutions. It offers a range of services including employee benefits, financial planning, and insurance strategies, primarily focused on health insurance. The company caters to the needs of corporations, small and medium-sized businesses, and individual clients, providing tailored financial and insurance advice.
Miller Insurance Group
Acquisition in 2024
Miller Insurance Group is a provider of comprehensive insurance services, catering to both businesses and individuals. Their offerings include auto and RV insurance, flood and umbrella coverage, as well as tailored business insurance solutions. Additionally, they provide employee benefits services, encompassing a wide range of insurance needs.
Orca Financial
Acquisition in 2024
Orca Financial, established in Ireland, is a comprehensive financial services firm specializing in pensions, life assurance, investment management, and retirement planning. They offer expert guidance and tailored solutions to their clients, ensuring all financial aspects are covered and future goals are met.
Southern Insurance Agency
Acquisition in 2024
Southern Insurance Agency is a specialized insurance provider serving the Gulf South Region. The agency offers a comprehensive range of services, including coverage for auto, home, and commercial properties, as well as crime coverage, cyber liability, and flood insurance. It caters to various businesses, including high-rise buildings, hotels, boutique hotels, condo associations, manufacturers, restaurants, taverns, and clubs. With a focus on middle-market companies, Southern Insurance Agency provides commercial property and casualty insurance solutions, such as general liability, commercial property, business auto, and cyber liability coverage, effectively addressing clients' diverse and challenging insurance needs.
SDN Insurance Agency
Acquisition in 2024
SDN Insurance Agency is a comprehensive insurance agency that provides a wide range of coverage options tailored to meet the needs of both personal and commercial clients. The agency specializes in various types of insurance, including acupuncturist, chiropractor, hospital, naturopathic, and physician insurance, as well as coverage for dance studios and employee benefits. Additionally, SDN Insurance Agency offers life insurance, retirement savings plans, mutual funds, and annuities. By addressing diverse insurance needs, the agency aims to assist clients in overcoming significant challenges related to risk management and financial security.
Flynn Benefits Group
Acquisition in 2023
Flynn Benefits Group is a U.S.-based company specializing in employee benefits consulting and services. They offer tailored advice and resources, including group benefits consulting, compliance assistance, employer education, and a range of insurance products such as disability, life, and health. Additionally, they provide voluntary worksite benefits, benefits administration, and plan design services to meet the diverse needs of their clients nationwide.
Benefits & Company
Acquisition in 2023
Benefits & Company is a full-service employee benefits provider that offers medical, dental, vision, long-term and short-term disability, group life, and flex spending solutions to employers of all sizes, from startups to mature businesses.
Presidio Insurance Solutions
Acquisition in 2023
Presidio Financial Services operates as an independent insurance brokerage focused on providing comprehensive insurance solutions for healthcare professionals, including doctors and physicians. The firm specializes in various coverage options, such as medical malpractice insurance, business liability insurance, and workers' compensation. Its services encompass business owner's policies, which include general liability, business income, and commercial property insurance, covering buildings, equipment, inventory, and office furnishings. Additionally, Presidio Financial Services offers specialized coverage like employment practices liability and cyber liability, ensuring that healthcare professionals have the necessary protection against potential risks in their operations.
Diversified Brokerage Services
Acquisition in 2023
Diversified Brokerage Services (DBS) is an insurance intermediary specializing in brokerage services for financial professionals across the United States. The company focuses on providing tailored insurance solutions, offering term life, universal life, and variable universal life insurance products to meet clients' unique needs and preferences.
David A. Marcus and Associates
Acquisition in 2023
David A. Marcus and Associates is a financial planning firm that offers a comprehensive suite of services tailored to meet the evolving needs of individuals and businesses. The company specializes in insurance brokerage and consultancy, providing products such as disability income, estate planning, retirement planning, and wealth transfer solutions. Additionally, it conducts individualized insurance audits and offers life settlement solutions, ensuring that clients receive personalized and effective financial strategies. By addressing the diverse requirements of individuals, families, and corporate entities, David A. Marcus and Associates aims to facilitate informed decision-making and secure financial futures for its clients.
CoverTree
Seed Round in 2022
CoverTree is an insurance technology firm delivering digital insurance services for manufactured home residents. It specializes in digital distribution, automated underwriting, and data-driven pricing to support specialty personal lines of insurance for manufactured homes. Its product is available in multiple states including Arizona, Indiana, Michigan, New Mexico, Ohio, Illinois, and Tennessee. The company is headquartered in Detroit, Michigan.
Axio, established in 2016, specializes in SaaS-based cyber risk management software and IT consulting services. Its flagship platform, Axio360, helps security leaders, business executives, and board members align on and quantify cyber risks in financial terms, enabling data-driven decisions about security priorities and investments. Axio serves leading critical infrastructure, energy, manufacturing, and financial services companies, providing services such as cyber resilience optimization, exposure quantification, insurance analysis, and cyber program evaluation. Additionally, Axio offers IT consulting services, including project management, risk management, and quality assurance, to help clients in telecom, energy, defense, and health industries maximize IT project value.
Simon Shirley Advisors
Acquisition in 2022
Simon Shirley Advisors is a financial advisory firm that offers a range of services to private individuals, domestic businesses, and multinational corporations. The company specializes in financial planning, pension planning, health insurance, wellness programs, and death and disability insurance. By providing tailored financial guidance and resources, Simon Shirley Advisors aims to equip clients with the tools and knowledge necessary to achieve financial security and overall wellness.
ReSure Corporate Brokers
Acquisition in 2022
ReSure Corporate Brokers is a specialist commercial insurance broker based in Malahide, Ireland. The company focuses on providing corporate general insurance and related services, with a strong emphasis on niche markets such as Restructuring, Recycling, Real Estate, Construction, Domiciliary Homecare, and Financial Lines. By offering property insurance, waste management and recycling insurance, and advisory services, ReSure aims to protect clients from future uncertainties while fostering growth within its targeted sectors. The company has consistently exceeded its performance targets, reflecting its commitment to delivering tailored insurance solutions to meet the unique needs of its clients.
Ascend is a modern payments solution specifically designed for the insurance industry, aimed at automating insurance payment processes from start to finish. The platform facilitates various functions, including online customer payments, premium financing, and the distribution of commissions and payables. By streamlining operations and reducing payment friction, Ascend enables digital distributors to enhance their sales capabilities and provide a seamless online checkout experience for customers. This comprehensive approach not only simplifies insurance transactions but also supports the growth of client businesses by eliminating labor-intensive processes.
Honeycomb
Series A in 2022
Honeycomb, formerly known as Agilius, operates an insurance technology platform that specializes in real estate insurance services. Founded in 2019 and based in San Francisco, California, the company offers a streamlined online process for homeowners associations, property managers, developers, and building owners to purchase master insurance policies for condominium and apartment buildings in under three minutes. By leveraging advanced technologies such as aerial photography, computer vision, artificial intelligence, and machine learning, Honeycomb eliminates the need for on-site inspections, allowing users to obtain instant, hassle-free quotes and manage their policies efficiently. This innovative approach aims to bring simplicity and transparency to the real estate insurance market, providing significant cost savings for its clients.
Improved Funding Techniques
Acquisition in 2022
IFTI is a third-party administrator (TPA), with an internal RIA, offering a consolidated solution for designing, implementing, and administering retirement plans for the privately owned business.
Foster Park Brokers
Acquisition in 2021
Foster Park Brokers is an insurance brokerage firm based in Western Canada, specializing in a comprehensive range of services including risk management, underwriting, and surety programs. The company caters to both commercial and individual clients, providing property and casualty insurance, as well as life and group benefit solutions. By focusing on tailored services, Foster Park Brokers aims to help clients minimize risks, protect their assets, and enhance their business growth.
FindMyBenefits
Acquisition in 2021
FindMyBenefits is an employee benefits broker based in Cleveland, Ohio. The company specializes in providing a range of employee benefit services, including medical, life, disability, dental, and vision insurance, tailored for small to middle-market employer groups. FindMyBenefits enables employers and their employees to evaluate and select benefit offerings that best suit their needs. Additionally, the company offers access to all plan data, required healthcare reform documents, and insurance carrier information, ensuring a comprehensive benefits management experience.
TrustLayer
Series A in 2021
TrustLayer is an insurtech solutions company that specializes in automating the verification of insurance and compliance documents through the use of machine learning and artificial intelligence. By leveraging robotic process automation tools, TrustLayer aims to eliminate error-prone manual processes, streamline workflows, and enhance insurance compliance for its clients. The company's platform enables real-time tracking and verification of insurance certificates and other essential business documents, making it particularly valuable for organizations in industries such as construction and property management. TrustLayer's technology facilitates increased vendor compliance and supports multiple use cases, significantly reducing organizational risk and operational friction between businesses.
Honeycomb
Series A in 2021
Honeycomb, formerly known as Agilius, operates an insurance technology platform that specializes in real estate insurance services. Founded in 2019 and based in San Francisco, California, the company offers a streamlined online process for homeowners associations, property managers, developers, and building owners to purchase master insurance policies for condominium and apartment buildings in under three minutes. By leveraging advanced technologies such as aerial photography, computer vision, artificial intelligence, and machine learning, Honeycomb eliminates the need for on-site inspections, allowing users to obtain instant, hassle-free quotes and manage their policies efficiently. This innovative approach aims to bring simplicity and transparency to the real estate insurance market, providing significant cost savings for its clients.
TrustLayer
Seed Round in 2021
TrustLayer is an insurtech solutions company that specializes in automating the verification of insurance and compliance documents through the use of machine learning and artificial intelligence. By leveraging robotic process automation tools, TrustLayer aims to eliminate error-prone manual processes, streamline workflows, and enhance insurance compliance for its clients. The company's platform enables real-time tracking and verification of insurance certificates and other essential business documents, making it particularly valuable for organizations in industries such as construction and property management. TrustLayer's technology facilitates increased vendor compliance and supports multiple use cases, significantly reducing organizational risk and operational friction between businesses.
ColburnColburn
Acquisition in 2020
ColburnColburn is a privately owned independent insurance and risk services firm with locations in Bloomfield Hills and Detroit, Michigan, and Cincinnati, Ohio. The firm is recognized for providing a comprehensive range of insurance and risk management consultancy services, including commercial and casualty insurance, personal insurance, and risk management solutions. ColburnColburn emphasizes long-term relationships with clients, focusing on empowering them to make cost-effective decisions through solution-oriented teamwork and access to innovative leadership.
Ogilvy Insurance
Acquisition in 2020
Ogilvy Insurance Inc., established in 1924, is a Canadian insurance brokerage company headquartered in Westmount, with offices in Toronto and Oakville. It specializes in providing comprehensive insurance solutions, including commercial and personal property-casualty coverage, group benefits and pensions, life insurance, and investments. As of late 2020, Ogilvy operates as a subsidiary of NFP Corp., continuing its tradition of offering expert advice to help clients make informed insurance decisions.
Insurance Specialty Group
Acquisition in 2020
Insurance Specialty Group, LLC is a managing general agency based in Atlanta, Georgia, specializing in a wide array of insurance brokerage services across the United States. Established in 1998, the company provides various insurance products, including general and products liability, professional lines, management liability, property coverage, transportation, contractor programs, workers compensation, and specialized programs like sexual molestation liability. As an underwriting agency, Insurance Specialty Group focuses on addressing the unique construction risks faced by residential and commercial contractors, offering builders risk and commercial liability insurance designed to protect policyholders from damages during construction. This enables builders to operate with greater confidence and security while managing their projects.
Managed Care Consultants
Acquisition in 2020
Managed Care Consultants is a consultancy firm that specializes in providing customized employee benefit solutions for employers of varying sizes. The company is staffed by a team of consultants, account managers, and administrators who focus on understanding client needs through thorough research and analysis of existing benefit programs. By developing tailored solutions, Managed Care Consultants supports clients in enhancing their human resource strategies, optimizing cost management, and streamlining benefits administration. This approach helps employers save time and reduce costs, ultimately improving the efficiency of their workplace benefits systems.
Rose & Kiernan
Acquisition in 2020
Rose & Kiernan, Inc. is a general insurance agency based in East Greenbush, New York, established in 1869. The company offers a comprehensive range of insurance products, including property casualty, surety, and specialized insurance solutions, as well as personal insurance options such as automobile, property, and flood insurance. In addition to insurance services, Rose & Kiernan provides employee benefits solutions, which encompass group benefits and administrative services for both individuals and businesses. The agency serves a diverse clientele, including businesses, individuals, and public and private organizations, primarily in New York, Connecticut, and New England. With multiple offices across New York and additional locations in Connecticut and Rhode Island, Rose & Kiernan combines sophisticated capabilities in risk management and employee benefits to help clients effectively anticipate and manage their risks. As of August 2020, it operates as a subsidiary of NFP Corp.
Santa Maria & Company
Acquisition in 2020
Santa Maria & Company is a risk management consultancy and commercial insurance broker based in Walnut Creek, California. Founded in 2000, the company specializes in providing insurance brokerage and risk management services, including claims consulting, general liability, property, safety and loss control, and professional liability. With a focus on supporting clients across Northern California, Santa Maria & Company offers comprehensive property and casualty brokerage services that help organizations protect their assets and employees while planning for the future. As of August 2020, the company operates as a subsidiary of NFP Corp.
Axio, established in 2016, specializes in SaaS-based cyber risk management software and IT consulting services. Its flagship platform, Axio360, helps security leaders, business executives, and board members align on and quantify cyber risks in financial terms, enabling data-driven decisions about security priorities and investments. Axio serves leading critical infrastructure, energy, manufacturing, and financial services companies, providing services such as cyber resilience optimization, exposure quantification, insurance analysis, and cyber program evaluation. Additionally, Axio offers IT consulting services, including project management, risk management, and quality assurance, to help clients in telecom, energy, defense, and health industries maximize IT project value.
Wellth operates a mobile application that engages consumers in managing chronic diseases and fostering healthy habits. By providing targeted incentives, reminders, and information, Wellth aims to reduce healthcare costs by encouraging preventative actions and disease management.
Koty-Leavitt Insurance Agency
Acquisition in 2020
Koty-Leavitt Insurance Agency operates as a P&C broker. Koty-Leavitt specializes in offering tailored insurance solutions to medical device distributors.
Elective Benefit Services
Acquisition in 2020
Elective Benefit Services is a firm that specializes in group benefits and retirement planning, boasting over two decades of experience in the industry. The company offers a comprehensive range of services, including fully insured group benefit plans, administrative services only plans, health spending accounts, employee assistance programs, and various group retirement plans such as pensions, registered retirement savings plans, deferred profit-sharing plans, and annuities. Additionally, Elective Benefit Services provides consultation and financial planning support, ensuring clients receive tailored solutions to meet their specific needs.
Relay Platform
Seed Round in 2020
Relay Platform Inc. is a Toronto-based company that offers an innovative online Software-as-a-Service solution tailored for insurance brokers, underwriters, and ceding teams. Founded in 2019, Relay's platform serves as a single-entry, multi-carrier comparative-rating tool that simplifies the process of structuring and securing reinsurance and large insurance placements. It enables users to seamlessly gather and compare quotes across various property and casualty lines, leveraging both instant and email quoting options. This integrated approach enhances efficiency, allowing brokers to create compelling proposals more quickly, which ultimately increases their close and renewal rates. By organizing placement information and communications in one centralized platform, Relay aids insurance professionals in navigating the complex landscape of insurance transactions.
Convr develops and operates an AI-powered underwriting data platform for commercial insurance. The platform ingests data from multiple internal and external sources, provides a universal data catalog along with data management and security tools, and applies AI to support data discovery, risk assessment, and decision making. It supports all core commercial lines and is accessible via a desktop interface and APIs. The d3 module suite includes d3 Intake to digitize submissions, d3 Risk 360 for risk insights, d3 Answers to answer underwriting questions, and d3 Risk Score to prioritize risks, enabling faster, more accurate underwriting and improved efficiency. The company serves major commercial carriers and aims to reduce manual data entry and research time while increasing straight-through processing. Founded in 2015 and based in Schaumburg, Illinois, it was formerly DataCubes and renamed Convr in 2020.
Transit Insurance Services
Acquisition in 2019
Transit Insurance Services, Inc. is a property and casualty insurance broker based in Ontario, California, founded in 1982. The company specializes in providing comprehensive insurance solutions tailored for trucking fleets across the Western United States. Its offerings include auto liability, physical damage, motor truck cargo, workers compensation, occupational accident, general liability, and property insurance. As of August 1, 2019, Transit Insurance Services operates as a subsidiary of NFP Corp, enhancing its capacity to deliver specialized insurance brokerage services to its clients in the transportation sector.
Independent Bankers Insurance Services
Acquisition in 2019
Independent Bankers Insurance Services, Inc. is a Tempe, Arizona-based firm specializing in management liability coverage for community banks. Recognized as industry experts, the company offers a range of services including Directors and Officers (D&O) coverage, bond insurance, property insurance, insurance reviews, and broker assistance. Since becoming a subsidiary of NFP Corp in June 2019, Independent Bankers Insurance Services has continued to focus on delivering tailored insurance solutions to meet the unique needs of its banking clients.
McLean Hallmark Insurance Group
Acquisition in 2019
McLean Hallmark Insurance Group Ltd. is an insurance brokerage and advisory firm based in Toronto, Canada, specializing in a wide array of insurance solutions. Founded in 1975 and formerly known as Moore-McLean Insurance Group Ltd., the company provides services in business, personal, group home and auto insurance, as well as surety bonding, marine cargo, and professional liability insurance. It also focuses on unique property and casualty solutions tailored to sectors such as trucking, car dealerships, and moving and storage. In addition to traditional insurance offerings, McLean Hallmark provides alternative risk financing, contract analysis, disaster planning, loss control, and risk management services. The firm assists clients with cash flow solutions for financing insurance contract expenses and offers comprehensive claims management services. As of July 2019, McLean Hallmark operates as a subsidiary of NFP Corp.
GCG Risk Management
Acquisition in 2019
GCG Risk Management is based in New York and specializes in workers’ compensation management for employers. It provides insurance programs, claims management, and workplace health and safety training to help simplify claims handling and address the range of issues involved in workers’ compensation coverage.
Excel Bonds & Insurance Services
Acquisition in 2019
Excel Bonds & Insurance Services, Inc. is a commercial insurance and surety bond brokerage based in Sacramento, California, established in 1995. The company caters to a wide range of clients, focusing primarily on middle-market and large-scale firms across various sectors, including waste management, construction, real estate, and manufacturing, throughout the United States and Canada. Excel Bonds & Insurance Services is recognized for its diverse client portfolio and specializes in providing tailored insurance solutions to meet the unique needs of its clientele. As of June 2019, it operates as a subsidiary of NFP Corp.
Convr
Convertible Note in 2018
Convr develops and operates an AI-powered underwriting data platform for commercial insurance. The platform ingests data from multiple internal and external sources, provides a universal data catalog along with data management and security tools, and applies AI to support data discovery, risk assessment, and decision making. It supports all core commercial lines and is accessible via a desktop interface and APIs. The d3 module suite includes d3 Intake to digitize submissions, d3 Risk 360 for risk insights, d3 Answers to answer underwriting questions, and d3 Risk Score to prioritize risks, enabling faster, more accurate underwriting and improved efficiency. The company serves major commercial carriers and aims to reduce manual data entry and research time while increasing straight-through processing. Founded in 2015 and based in Schaumburg, Illinois, it was formerly DataCubes and renamed Convr in 2020.
Cambridge Consulting Group
Acquisition in 2018
Cambridge Consulting Group, LLC is a full-service consulting firm based in Royal Oak, Michigan, specializing in insurance and financial services. Founded in 1985, the company offers a comprehensive range of services, including risk management, qualified plans, and wealth strategies. Its expertise encompasses the design and administration of employee benefit plans such as health, dental, vision, and life insurance, along with prescription drug coverage and various disability options. Cambridge Consulting Group also provides estate planning, asset management, and business succession planning, catering to individuals, families, corporations, and businesses. The firm focuses on delivering customized solutions that protect the financial future of its clients and their loved ones. In 2007, it changed its name from Cambridge Financial Services, Inc. and currently operates as a subsidiary of NFP Corp.
Tomorrow Ideas
Convertible Note in 2018
Tomorrow Ideas, Inc. is a company focused on safeguarding families' financial futures through its innovative application. The app offers essential features such as a last will and testament, information on state laws, a revocable living trust, and guardianship arrangements for children and pets. Additionally, it provides tools for calculating net worth and life insurance needs, along with a comparison of term life insurance options and a complimentary insurance policy. Founded in 2015 and headquartered in Seattle, Washington, Tomorrow Ideas ensures its application is accessible on both iOS and Android devices, making it convenient for users to manage their financial planning.
Axio, established in 2016, specializes in SaaS-based cyber risk management software and IT consulting services. Its flagship platform, Axio360, helps security leaders, business executives, and board members align on and quantify cyber risks in financial terms, enabling data-driven decisions about security priorities and investments. Axio serves leading critical infrastructure, energy, manufacturing, and financial services companies, providing services such as cyber resilience optimization, exposure quantification, insurance analysis, and cyber program evaluation. Additionally, Axio offers IT consulting services, including project management, risk management, and quality assurance, to help clients in telecom, energy, defense, and health industries maximize IT project value.
Wellth operates a mobile application that engages consumers in managing chronic diseases and fostering healthy habits. By providing targeted incentives, reminders, and information, Wellth aims to reduce healthcare costs by encouraging preventative actions and disease management.
Aquesta Insurance Services
Acquisition in 2018
Aquesta Insurance Services, Inc. is an insurance provider based in Cornelius, North Carolina, specializing in a range of personal insurance products. Founded in 1982, the company offers automobile, boat, homeowner, renter, and flood insurance, among other services. Originally known as Oswald, Trippe and Company of the Carolinas, Inc., it rebranded to its current name in November 2009. The firm is dedicated to delivering tailored insurance solutions to meet the diverse needs of its clients, ensuring effective protection for their investments. In June 2018, Aquesta Insurance Services was acquired by NFP Corp.
Benefits Network
Acquisition in 2017
Benefits Network provides solutions for healthcare reform, regulatory compliance, employee benefits, and business insurance, helping employers navigate changes, design and administer benefit programs, and secure appropriate coverage.
BHJ Insurance
Acquisition in 2017
BHJ Insurance specializes in providing comprehensive benefits solutions tailored for small group employers and the individual health care market. The company focuses on addressing clients' risk management and insurance needs through a range of offerings, including business, personal, and group benefits insurance. Additionally, BHJ Insurance provides advisory services that educate and guide clients in selecting the most suitable insurance policies, ensuring they make informed decisions about their coverage. With a commitment to effective solutions, BHJ Insurance aims to support clients in navigating the complexities of the insurance landscape.
McCullough Insurance Agency
Acquisition in 2017
McCullough Insurance Agency Inc. is an established insurance agency based in Flagstaff, Arizona, founded in 1919. The agency specializes in offering a wide range of personal insurance products, including auto, homeowners, boat, classic automobile, manufactured/mobile home, motorcycle, recreational vehicle, and umbrella insurance policies. In addition to personal coverage, the agency provides various business insurance solutions, such as general liability, business auto, property, inland marine, and workers' compensation insurance. McCullough Insurance prides itself on delivering competent insurance advice and coverage at fair prices, focusing on meeting the needs of clients in the Flagstaff area. The agency is also committed to assisting clients with claims, ensuring a swift recovery of losses through its efficient claims department. As of now, McCullough Insurance Agency operates as a subsidiary of NFP Corp.
Hole-in-One U.S.A.
Acquisition in 2017
Hole-in-One U.S.A. specializes in providing hole-in-one insurance for golf tournaments, catering to a variety of clients including companies, charities, and golf courses. Founded in 1991 and headquartered in Reno, Nevada, the company not only offers insurance coverage for premier golf events but also supplies promotional materials such as sponsor signs and tee signs. Additionally, it covers contests and shootouts as part of its comprehensive golf tournament services. As of March 2017, Hole-in-One U.S.A. operates as a subsidiary of NFP Corp, enhancing its capacity to deliver tailored marketing and insurance solutions within the golfing community.
The Thomas Insurance Agency of Benton
Acquisition in 2017
The Thomas Insurance Agency of Benton, Inc., established in 1960 and located in Benton, Arkansas, offers a range of insurance services tailored to meet the needs of individuals, families, and businesses throughout the state. The agency specializes in providing commercial insurance, as well as personal insurance options such as home, auto, group health, and life insurance. As of February 1, 2017, the agency operates as a subsidiary of NFP Corp, enhancing its capacity to serve clients by leveraging broader resources while maintaining a commitment to personalized service.
Mattecheck & Associates
Acquisition in 2017
Mattecheck & Associates, established in 1985, is a full-service employee benefits firm that specializes in providing tailored insurance plans to meet the unique needs of its clients. The company focuses on understanding the specific requirements and concerns of current and prospective clients to develop customized employee benefit solutions. Mattecheck & Associates emphasizes a personal approach to service, ensuring high-quality support for both organizations and their employees. The firm also offers tools and resources that facilitate confidential discussions, allowing employees to address their benefits-related inquiries with knowledgeable representatives. Through its commitment to listening and adapting to client needs, Mattecheck & Associates aims to deliver effective employee benefit plans that align with organizational goals.
Hayward Tilton & Rolapp Insurance Associates
Acquisition in 2017
Hayward Tilton & Rolapp Insurance Associates, Inc. is a prominent insurance brokerage that specializes in providing customized risk management solutions, including commercial property and casualty insurance and employee benefits. Established in 1923, the firm has built a reputation for delivering personalized service and fostering valued relationships based on integrity and trust. With a client base of over 2,000 businesses nationally and internationally, Hayward Tilton & Rolapp distinguishes itself by acting as an extension of clients' management teams, helping to expedite claims, preserve assets, and reduce expenses. The company boasts long-standing relationships with more than 100 insurance carriers and is recognized among the top 3% of insurance brokers in the United States. Its commitment to professionalism and proactive service has led to a high client retention rate, with many clients renewing their policies and recommending the firm to others.
Serra & DelVecchio
Acquisition in 2017
Serra & DelVecchio, LLC is an insurance agency based in Middletown, Connecticut, established in 2008. The company specializes in providing a wide range of property and casualty insurance products and services, including auto, home, business, health, and life insurance. Additionally, it offers human resource services tailored to meet the needs of midsized businesses and individuals. With offices located in Shelton, Glastonbury, and South Windsor, Serra & DelVecchio is committed to designing comprehensive insurance solutions that cater to the diverse requirements of its clients throughout Connecticut. As a subsidiary of NFP Corp since 2016, the firm continues to enhance its service offerings in the insurance market.
SST Benefits
Acquisition in 2016
SST Benefits Consulting & Insurance Services, Inc. specializes in providing consulting services for retirement plans and post-employment health savings accounts, primarily to public sector entities. Established in 1982 and based in El Dorado Hills, California, the company offers expertise in deferred compensation, defined contribution plans, tax-sheltered accounts, and voluntary employee beneficiary associations. SST Benefits emphasizes a client-centered approach, ensuring that their services align with the unique goals and decision-making methods of their clients. The consulting team at SST is recognized for its extensive experience in the defined contribution and deferred compensation marketplace, allowing the firm to deliver customized solutions based on best practices and current market conditions. Additionally, SST Benefits maintains a strong commitment to transparency by severing ties with providers to avoid conflicts of interest, ensuring that their recommendations are impartial and focused on the best outcomes for plan participants. As of 2016, SST operates as a subsidiary of NFP Corp.
Linkfield Corporate Solutions
Acquisition in 2016
Linkfield Corporate Solutions Limited is an insurance broker based in Birmingham, United Kingdom, established in 2005. The company specializes in providing a wide range of insurance products and services tailored for commercial businesses, including business interruption risk management, property and construction insurance, and motor fleet insurance. It also offers various liability coverages such as directors and officers personal liability, employers liability, and professional indemnity insurance. Additionally, Linkfield provides accident management insurance and services related to self-drive hire and motor trade. The company caters to both large corporate clients and small to medium-sized enterprises, positioning itself as a comprehensive risk management specialist in the insurance market. As of 2016, Linkfield operates as a subsidiary of NFP Corp.
Group Force
Acquisition in 2016
En profitant de la force d’un agent général avec une présence nationale, vous ne pourrez que bénéficier des meilleurs avantages. L’équipe de Groupe Force Avantages Sociaux deviendra votre première ressource de soutien administratif stratégique et service à la clientèle en matière d’assurances collectives. N’hésitez pas à nous contacter pour toutes vos questions ou demandes relatives en assurance collective.
Vanorsdale Insurance Services
Acquisition in 2015
Vanorsdale Insurance Services, Inc. is an established insurance agency based in San Diego, California, that has been operating since 1947. The company provides a comprehensive range of insurance services, including life and non-life insurance, business and personal insurance, as well as commercial and personal property and casualty coverage. Additionally, Vanorsdale offers employee benefits, risk analysis, and consulting services related to claims and risk management. As of December 2015, Vanorsdale Insurance Services operates as a subsidiary of NFP Property & Casualty Services, Inc., continuing its commitment to deliver high-quality insurance solutions to its clients.
Ameribonds Surety
Acquisition in 2012
Ameribonds Surety is a Scottsdale, Arizona-based agency that specializes in providing surety bonds and insurance brokerage services. The company offers a range of financial products, including surety and fidelity bonds, and caters to various sectors by serving contractors, auctioneers, and insurance agent brokers. Additionally, Ameribonds Surety provides services related to insurance claims adjusting, addressing the diverse needs of its clients in the insurance sector.