OneDigital Acquires Integrity First Insurance

Integrity Marketing Group Acquires First American Insurance Underwriters

March 15, 2022

Wealth Management

Integrity Marketing Group, an omnichannel insurtech leader based in Dallas, acquired First American Insurance Underwriters, a Boston-area insurance services and wealth management advisory firm that serves high-net-worth clients. The deal brings First American's advisory expertise and carrier relationships into Integrity's insurtech platform to expand capabilities and support accelerated growth; financial terms were not disclosed.

OneDigital Acquires Fortune Insurance

April 15, 2025

Insurance

OneDigital has acquired Fortune Insurance, a Tacoma-based property & casualty insurance firm, expanding OneDigital's P&C and risk management capabilities in the Pacific Northwest. The deal brings Fortune's team and industry-specific risk solutions into OneDigital's nationwide insurance, financial services and HR platform.

Integrity Marketing Group Acquires Family First Life

October 15, 2019

Financial Services

Integrity Marketing Group has completed the acquisition of Family First Life, an insurance marketing organization headquartered in Uncasville, Connecticut. The deal brings Family First Life's large agent network into Integrity's distribution platform to accelerate growth and better serve the senior life and annuity markets; Family First Life founder Shawn Meaike becomes an owner in Integrity.

OneDigital Acquires CAL Insurance

June 20, 2024

Insurance

OneDigital has acquired CAL Insurance, a San Francisco-based property and casualty insurance brokerage founded in 1927, to expand its P&C and risk management capabilities in the Western U.S. CAL’s leadership team, including CEO Joe DeLucchi and five principals, and the firm’s 26+ employees will join OneDigital to continue serving CAL’s ~2,000 clients across private clients, real estate, education, non-profits and commercial sectors. The acquisition strengthens OneDigital’s national presence and complements its employee benefits, PEO and risk-management offerings.

OneDigital Acquires Senour-Flaherty Insurance

May 30, 2024

Insurance

OneDigital has acquired Senour-Flaherty Insurance, a property & casualty insurance agency based in Mason, Ohio. The 10-person agency will join OneDigital to expand the firm's southern Ohio / greater Cincinnati presence and to integrate P&C insurance and risk management capabilities into OneDigital's broader insurance, benefits, wealth and HR services.

OneDigital Acquires Kinney Pike Insurance

November 18, 2021

Insurance

OneDigital has acquired Kinney Pike Insurance, a Rutland, Vermont-based independent insurance agency with six locations across Vermont that serves more than 13,000 customers. The acquisition brings 65 Kinney Pike employees into OneDigital and represents OneDigital’s first property & casualty office in the Northeast, expanding its P&C capabilities and New England risk management platform.