Insurance Journal

JULY 15, 2024

Hub International Limited announced the acquisition of the assets of Swanson Insurance Agency, Inc. & collectively, Swanson Insurance Agency). Located in New Orleans, Louisiana, Swanson Insurance Agency is a … & Swanson & Associates, Inc. Terms of the transaction were not disclosed.

Insurance Agency 277

Insurance Agency Insurance Insurer Insured 277

Insurance Journal

SEPTEMBER 3, 2024

Conifer Holdings announced that it completed the sale of its insurance agency operations for consideration equal to $45 million (subject to transaction expenses and customary purchase price adjustments), plus possible additional earn-out payments of up to $25 million based on …

Insurance Agency 298

Insurance Agency Insurance Insurer Insured 298

Insurance Journal

SEPTEMBER 26, 2024

Inszone Insurance Services acquired First West Insurance Agency in Huntington Beach, California. Originally established in 1968 as Shearer Insurance, the firm merged in 1979 with First West Insurance Agency. Owners Phil and Kristen Shearer will remain on board for a …

Insurance Agency 259

Insurance Agency Insurance Insurer Insured 259

Insurance Journal

AUGUST 15, 2024

Utah-based PCF Insurance Services reports it has acquired the insurance business of Asset Insurance Agency, based in Peabody, Massachusetts. Asset Insurance Agency sells auto, home, commercial and life insurance in Massachusetts, New Hampshire, Maine, Florida, Rhode Island and Connecticut.

Insurance Agency 262

Insurance Agency Life Insurance Commercial Insurance 262

Insurance Journal

AUGUST 27, 2024

Highstreet Insurance Partners acquired Wingert Insurance Agency in Mill Creek, Washington. Wingert President Jason Wingert and Agency Vice President Shelley Wingert will continue leading their team at Wingert’s current location.

Insurance Agency 264

Insurance Agency Insurance Insurer Insured 264

Neilson Marketing Services

JANUARY 30, 2025

The digital space is crowded, and insurance agencies are vying for attention in an industry where trust and expertise matter most. A well-crafted insurance agency website is an essential tool for building credibility, attracting potential clients, and converting leads. Prioritize SEO to increase online visibility.

Insurance Agency 98

Insurance Agency Insurance Insurer Insured 98

Insurance Journal

OCTOBER 7, 2024

Inszone Insurance Services acquired Schmoekel Insurance Agency Inc. Founded in 1948 by Max Schmoekel, Schmoekel Insurance Agency was initially known as a non-standard insurance agency, specializing in finding coverage for high-risk clients. in Sacramento, California.

Insurance Agency 239

Insurance Agency Insurance Insurer Insured 239

Insurance Journal

JULY 24, 2024

NFP, an Aon company and property and casualty broker, benefits consultant, wealth manager and retirement plan advisor, announced the acquisition of Southern Insurance Agency LLC (SIA), a commercial property and casualty broker located in New Orleans. Louis Faust, founder and …

Insurance Agency 261

Insurance Agency Commercial Property Broker Commercial 261

Insurance Journal

JULY 30, 2024

Michigan-headquartered Highstreet Insurance Partners, a rapidly growing, multistate insurance agency, has added to its Florida presence with the acquisition of Flagler Insurance Agency, based in Palm Beach, Florida. The terms of the deal were not reported. Highstreet said in a …

Insurance Agency 261

Insurance Agency Insurance Insurer Insured 261

Insurance Journal

JULY 17, 2024

Independent insurance agency Deland, Gibson Insurance Associates in Wellesley, Massachusetts announced it recently acquired Atchue Insurance Agency, which is located about 35 miles away in Worcester. in 1982, Atchue Insurance Agency has grown from … Founded by Earl V. Atchue, Jr.

Insurance Agency 254

Insurance Agency Insurance Insurer Insured 254

Insurance Journal

JULY 24, 2024

Jewelers Mutual Group acquired Union Life & Casualty Insurance Agency in Phoenix, Arizona. JM Insurance Agency Partners Inc., UL&C has been in the insurance business since 1965, specializing in pawn and … a Jewelers Mutual Group company, will join with UL&C.

Casualty Insurance 260

Casualty Insurance Insurance Agency Insurance Insurer 260

Insurance Journal

JULY 17, 2024

The total of insurance agency mergers and acquisitions during the first six months of 2024 was the lowest over the first half since 2020, according to investment banking and financial firm OPTIS Partners. OPTIS Partners’ M&A database counted 300 announced …

Insurance Agency 279

Insurance Agency Insurance Insurer Insured 279

Insurance Journal

OCTOBER 1, 2024

Crest Insurance Group acquired Alliance Insurance Agency LLC in Colorado. Crest’s Colorado operations center around its Denver hub and expand to Longmont and Fort Collins. The Alliance deal adds Arvada to the footprint and adds 20 employees to the Crest …

Insurance Agency 264

Insurance Agency Insurance Insurer Insured 264

InsuredMine

JUNE 18, 2025

So, why choose a CRM for your insurance agency without the same level of due diligence ? Yet many insurance agencies still select customer relationship management software based on buzzwords, vague demos, or gut feel, without evaluating which one is the best CRM for insurance agency growth.

Insurance Agency 103

Insurance Agency Insurance Insurer Insured 103

Insurance Journal

JULY 25, 2024

A New Mexico woman pleaded guilty in federal court for an armed robbery of a Gallup insurance agency. Amber Yazzie, 29, of Gamerco, pleaded guilty to robbery and federal firearms charges for her role in the armed robbery of C …

Insurance Agency 278

Insurance Agency Insurance Insurer Insured 278

Insurance Journal

NOVEMBER 27, 2024

Leavitt Inland Pacific is merging with Troy Insurance Agency in Idaho. Both agencies are locally owned and affiliates of Leavitt Group, a network of insurance brokers. This strategic partnership enables Leavitt Inland Pacific to offer service team support and use …

Insurance Agency 264

Insurance Agency Insurance Broker Broker Insurance 264

Insurance Journal

FEBRUARY 23, 2025

Understanding the strengths and weaknesses of your team is crucial–especially for insurance agency owners. Recognizing personal limitations allows leaders to strategically delegate tasks and fill talent gaps with the right employees, ultimately strengthening the entire organization. Specialization Is Key Humans …

Insurance Agency 239

Insurance Agency Insurance Insurer Insured 239

Insurance Journal

AUGUST 27, 2024

Inszone Insurance Services, a provider commercial, personal and benefits insurance, announced the acquisition of Keith Williams Insurance Agency, Inc. KWI), a Victoria, Texas-based agency serving individuals and businesses throughout Texas.

Insurance Agency 255

Insurance Agency Commercial Insurance Insurer 255

Insurance Journal

JULY 23, 2024

based insurance brokerage that provides property & casualty and employee benefits solutions, announced that Tropolis has completed the acquisitions of three insurance agencies in Southeastern Michigan. Unity Partners, a principles-based private equity firm, and Tropolis, an Ann Arbor, Mich.-based Terms of …

Insurance Agency 261

Insurance Agency Insurance Insurer Insured 261

Insurance Journal

NOVEMBER 27, 2024

Insurance broker Aon plc announced it has signed a definitive agreement to acquire the in-house insurance agency business of Mitsubishi Chemical Group (MCG), enhancing Aon’s risk and health capability offering in Japan. Financial details of the deal were not disclosed.

Insurance Agency 290

Insurance Agency Insurance Broker Broker Insurance 290

Insurance Journal

JULY 29, 2024

Confie, a California-based personal lines distributor, has acquired three insurance agencies in the South, the firm said last week. Affordable Insurance in Hendersonville, North Carolina; US1 Insurance in Miami; and Bridgepoint Insurance in McAllen, Texas, are now part of the …

Insurance Agency 257

Insurance Agency Insurance Insurer Insured 257

Insurance Journal

APRIL 16, 2025

Inszone Insurance Services announce its second acquisition in the state of Kansas with the addition of Munson Insurance Agency, located in Arkansas City, Kansas. This milestone further strengthens Inszone’s presence in the Midwest and demonstrates its commitment to serving Kansas …

Insurance Agency 221

Insurance Agency Insurance Insurer Insured 221

Insurance Journal

JANUARY 13, 2025

Lincoln-Leavitt Insurance has acquired Pyorre Insurance Agency in California. Pyorre Insurance Agency’s Lakeport office will relocate to Lincoln-Leavitt Insurance’s location in Lakeport, California, by the end of January. Its Fort Bragg location will remain open, and the same team will …

Insurance Agency 204

Insurance Agency Insurance Insurer Insured 204

Insurance Journal

JULY 2, 2025

Marsh McLennan Agency, part of the global Marsh insurance brokerage and services companies, has acquired Excel Insurance, an insurance agency in Medley, Florida.

Commercial 232

Commercial Insurance Agency Insurance Insurer 232

Insurance Journal

JANUARY 23, 2025

The total number of insurance agency mergers and acquisitions in 2024 was down 10% compared to 2023, according to investment banking and financial consulting firm OPTIS Partners. OPTIS Partners’ M&A database counted 750 announced insurance agency mergers and acquisitions in …

Insurance Agency 211

Insurance Agency Insurance Insurer Insured 211

Insurance Journal

JUNE 9, 2025

The Orlando-based boutique agency and brokerage Hatcher Insurance is now part of Unison Risk Advisors, Unison announced this week. Hatcher, founded almost 80 years ago, offers property and liability insurance, surety bonding, employee benefits and personal insurance services. Industry veterans …

Insurance Agency 147

Insurance Agency Risk Liability Insurance Liability 147

Insurance Journal

JUNE 2, 2025

A North Carolina insurance agency cannot escape a lawsuit brought by a homeowner who was denied coverage after a hurricane because key elements of the property were not mentioned in the coverage application. In a case that began almost a …

Claim 262

Claim Insurance Agency Insurance Insurer 262

Insurance Journal

JULY 7, 2025

WalkerHughes Insurance, a privately held, founder-led retail insurance brokerage headquartered in Indianapolis, Indiana, is pleased to announce the addition of Apogee Insurance Solutions, LLC, a St. Peters, Missouri-based insurance agency, to its growing Missouri platform.

Insurance Agency 240

Insurance Agency Insurance Insurer Insured 240

Insurance Journal

MAY 16, 2025

Insurance agency Davis & Towle Insurance Group, headquartered in Concord, New Hampshire, announced its acquisition of Tobey & Merrill Insurance in Hampton. While the agency will operate under Davis & Towle’s ownership, it will keep the Tobey & Merrill name …

Insurance Agency 265

Insurance Agency Insurance Insurer Insured 265

Agency Revolution

JUNE 4, 2025

In a world where standing out is essential, insurance agencies must find creative ways to differentiate themselves. One effective approach is through community and educational events that highlight your agency’s human side and expertise. Here’s why: Most insurance agencies are not doing enough in this department.

Insurance Agency 83

Insurance Agency Insurance Insurer Insured 83

Insurance Journal

JANUARY 14, 2025

Lincoln-Leavitt Insurance has acquired Pyorre Insurance Agency in California. Pyorre Insurance Agency’s Lakeport office will relocate to Lincoln-Leavitt Insurance’s location in Lakeport, California, by the end of January. Its Fort Bragg location will remain open, and the same team will …

Insurance Agency 162

Insurance Agency Insurance Insurer Insured 162

Insurance Journal

OCTOBER 16, 2024

This post is part of a series sponsored by Darkhorse Insurance. Ever wondered what it’s like to be a Farmers Insurance agent? In this eye-opening blog, a former Farmers agent spills the beans on the inside scoop. Get ready for …

Insurance Agency 233

Insurance Agency Insurance Agents Insurance Agent Agents 233

Insurance Journal

JUNE 24, 2025

Indianapolis-based MJ Companies, an insurance agency and financial consulting firm, named Craig Reavis vice president for business and community development. The company also signed a lease for new office space at the upscale Nashville Yards mixed-use development district near downtown.

Insurance Agency 214

Insurance Agency Insurance Insurer Insured 214

Insurance Journal

DECEMBER 10, 2024

Global insurance broker Hub International Limited announced that it has acquired the assets of Fairfield County Bank Insurance Services, LLC. Terms of the transaction were not disclosed. Headquartered in Ridgefield, Connecticut, with additional offices across the state and in New …

Insurance Agency 246

Insurance Agency Insurance Broker Broker Insurance 246

Insurance Journal

JUNE 24, 2025

World Insurance Associates announced that it acquired the business of five entities with locations across Louisiana on March 1, 2025. The agencies are Insurance Unlimited of Louisiana, LLC (“IU”), Erwin Insurance Agency, Inc. (“Erwin”), Burke & Burke Insurance Marketing Inc.

Insurance Agency 213

Insurance Agency Insurance Insurer Insured 213

Agency Revolution

FEBRUARY 13, 2025

We asked our insurance agency friends about the marketing strategies they get the best return on investment with. Of the four marketing strategy categories, Content, Search Engine, Traditional, and Word-of-Mouth marketing, here is how insurance agencies ranked each of these in terms of success.

Insurance Agency 64

Insurance Agency Insurance Insurer Insured 64

Insurance Journal

JANUARY 8, 2025

The Andrew Agency has acquired Garriques, Lloyd & McMahon in Richmond, Virginia. Founded in 1963, GLM Insurance is a third-generation family-owned agency providing personal and commercial insurance throughout Virginia and North Carolina. The Andrews Agency is an independent agency based …

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Insurance Agency Commercial Insurance Commercial Insurance 246