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 Insured Insurer Insurance 298

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 Insured 262

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 Insured Insurer Insurance 259

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 Insured Insurer Insurance 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.

Insurance Agency 99

Insurance Agency Insured Insurer Insurance 99

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 Insured Insurer Insurance 264

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 263

Insurance Agency Insured Insurer Insurance 263

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 Insured Insurer Insurance 261

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 …

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Insurance Agency Risk Liability Insurance Liability 147

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 Insured Insurer 260

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 253

Insurance Agency Insured Insurer Insurance 253

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.

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Insurance Agency Insured Insurer Insurance 233

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 Insured Insurer Insurance 279

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.

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Insurance Agency Commercial Insured Insurer 255

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 Insured 264

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 Insured Insurer Insurance 278

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 Insured Insurer Insurance 261

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 238

Insurance Agency Insured Insurer Insurance 238

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 Insured 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 256

Insurance Agency Insured Insurer Insurance 256

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 Insured 262

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 215

Insurance Agency Insured Insurer Insurance 215

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 Insured Insurer Insurance 83

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 192

Insurance Agency Insured Insurer Insurance 192

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 201

Insurance Agency Insured Insurer Insurance 201

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 Insured 246

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 Insured 246

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 …

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Insurance Agency Insurance Agent Insurance Agents Agents 231

Insurance Journal

NOVEMBER 27, 2024

This post is part of a series sponsored by Darkhorse Insurance. Having to start an agency is an exciting and rewarding venture, but it’s crucial to plan for the financial commitments involved. From initial setup costs to ongoing expenses, understanding …

Insurance Agency 238

Insurance Agency Insured Insurer Insurance 238

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 Insured Insurer Insurance 162

Redbird Agents

SEPTEMBER 13, 2024

Increasing inbound calls is vital for any insurance agency looking to grow its client base. By optimizing your Google Business Profile and implementing effective local SEO strategies , you can make your agency more visible to potential clients and boost the number of inquiries. Add specific services your agency provides (e.g.,

Insurance Agency 241

Insurance Agency Insured Insurer Insurance 241

Insurance Journal

JULY 25, 2024

PCF Insurance Solutions announced it has acquired the insurance business of Weslaco, Texas-based Montalvo Insurance Agency. Montalvo offers personal and commercial insurance coverage including homeowners, auto, general and professional liability, workers’ compensation and bonds.

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Insurance Agency Commercial Insurance Liability Compensation 162

Insurance Journal

MAY 9, 2025

Patriot Growth Insurance Services announce its partnership with Ladd Gardner Aviation Insurance (LGA), an aviation insurance agency based in Addison, Texas. Founded in 2007 by aviation enthusiast and industry veteran, Ladd Gardner, the agency brings deep expertise, a client-centric approach, …

Insurance Agency 158

Insurance Agency Insured Insurer Insurance 158

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 Insured Insurer Insurance 64

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 147

Insurance Agency Insured Insurer Insurance 147

Insurance Journal

MAY 5, 2025

The first three months of 2025 were the slowest quarter for insurance agency mergers and acquisitions since the second quarter 2020, according to investment banking and financial consulting firm OPTIS Partners. The total number of insurance agency mergers and acquisitions …

Insurance Agency 172

Insurance Agency Insured Insurer Insurance 172