AssuredPartners Acquires Employee One Benefit Solutions (EONE)

AssuredPartners Acquires Employee Benefits Business of Bluepoint Financial

September 17, 2018

Insurance

AssuredPartners, Inc. has acquired the employee benefits business of Bluepoint Financial, LLC (formerly Schaefer Financial Group) based in Bethesda, Maryland. The Bluepoint team, led by Marc Schaefer and Brian Hutt, will remain in place as AssuredPartners expands its employee benefits presence in the Washington, D.C. area.

AssuredPartners Acquires Bond Benefits Consulting, LLC

May 20, 2021

Insurance

AssuredPartners, Inc. has acquired Bond Benefits Consulting, LLC, a Pittsford, New York-based employee benefits agency. The 34-person firm, which reports approximately $7 million in annualized revenue, will remain led by CEO Erick Bond and join AssuredPartners' operations in New York.

AssuredPartners Acquires Pierce Group Benefits, LLC

December 23, 2021

Insurance

AssuredPartners, Inc. has acquired Pierce Group Benefits, LLC, an employee benefits agency based in Holly Springs, North Carolina. The 80-person firm, which reports approximately $19 million in annualized revenue, will remain led by President Chris Pierce and will expand AssuredPartners' employee benefits footprint and capabilities in the public sector across North Carolina and the surrounding region.

OneDigital Acquires Your Benefits Partner, LLC

March 24, 2021

Insurance

OneDigital has acquired Your Benefits Partner, LLC, a Glen Allen/Richmond, Virginia-based employee benefits and HR consulting firm, to expand its capabilities and scale across the Mid-Atlantic region. The Your Benefits Partner team will integrate with OneDigital’s Richmond office and founder Debbie Stocks will join OneDigital as Principal, Senior Client Executive, giving clients access to OneDigital’s broader benefits, HR consulting, technology and retirement/wealth solutions.

AssuredPartners Acquires Surety Solutions Insurance Services, Inc.

November 25, 2019

Insurance

AssuredPartners, Inc. has acquired Surety Solutions Insurance Services, Inc. (Surety1), a Rancho Cordova, California-based surety bond specialist. The 15-person agency, which reports approximately $3.3 million in annualized revenue, will continue to operate under John Page and Ryan Tash as part of AssuredPartners' nationwide insurance brokerage platform.

Inszone Insurance Services Acquires Employee Benefits Advantage

April 3, 2025

Insurance

Inszone Insurance Services, a full-service insurance brokerage, has acquired Employee Benefits Advantage, a Broken Arrow, Oklahoma-based employee benefits agency founded by Kelli Caldwell. The acquisition strengthens Inszone's employee benefits capabilities and deepens its presence in the Oklahoma market while preserving existing client relationships.