Operating Company Financial Services

Inszone Insurance Services

Rancho Cordova, California, United States

Founded in 2002 in Rancho Cordova, CA, Inszone Insurance Services has grown into a leading, full-service insurance agency with a presence in 24 states. It provides personal and commercial insurance and related services, serving clients across the U.S. through a customer-first, carrier-network approach.

Focus Areas
Independent insurance brokerage, Insurance agency, Employee benefits insurance

Tracked deals

200

200 tracked deals across 2020-2026.

Recent pace

45

45 tracked deals announced in the last 12 months.

Deal mix

Buyout

176 buyout · 23 addon · 1 divestiture

Inszone Insurance Services Acquisition Volume by Year

Last 7 years

Acquisition volume by year Annual acquisition counts for the last 7 years for Inszone Insurance Services. 6 2020 7 2021 29 2022 37 2023 56 2024 34 2025 ~46 est. 31 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

Showing the 12 most recent of 200 tracked deals for Inszone Insurance Services.

  • Buyer
    Inszone Insurance Services
    Target
    Aviza Insurance Agency
    Seller
    Jake Eby
    Industry
    Insurance
    Type
    Buyout

    Inszone Insurance Services acquired Aviza Insurance Agency, a Coldwater, Michigan independent agency with expertise in farm and agribusiness insurance. The deal is intended to expand Inszone’s footprint in Michigan and provide Aviza clients access to Inszone’s expanded markets, technology, and back-office resources.

  • Buyer
    Inszone Insurance Services
    Target
    Harris Insurance Services, Charles G. Harris Insurance Agency INC. (doing business as Harris Insurance Services)
    Seller
    Harris family (Ross Harris and the Harris Insurance Services leadership)
    Industry
    Insurance
    Type
    Buyout

    Inszone Insurance Services announced the acquisition of Harris Insurance Services, a Tulsa, Oklahoma-based personal lines insurance agency. The deal expands Inszone’s personal lines footprint in Oklahoma and adds the Harris family agency’s nearly century-long client relationships and specialty in policies such as home, auto, umbrella, and more.

  • Buyer
    Inszone Insurance Services
    Target
    Two Fong's Inc.
    Seller
    Al Fong, Pete Fong
    Industry
    Insurance
    Type
    Buyout

    Inszone Insurance Services acquired Two Fong's Inc., a Bay Area commercial insurance agency. The deal is intended to expand Inszone’s California presence while keeping Two Fong’s localized, family-business approach to client care.

  • Buyer
    Inszone Insurance Services
    Target
    The Lightle Group, LLC d/b/a Radwick & Lightle
    Industry
    Insurance
    Type
    Buyout

    Inszone Insurance Services announced the acquisition of The Lightle Group, LLC DBA Radwick & Lightle, a Bremerton, Washington-based employee benefits and HR support agency. The deal is intended to strengthen Inszone’s presence in the Pacific Northwest and expand its employee benefits capabilities and resources for small to mid-sized businesses.

  • Buyer
    Inszone Insurance Services
    Target
    Chelf Insurance Group, LLC
    Industry
    Insurance
    Type
    Buyout

    Inszone Insurance Services has acquired Chelf Insurance Group, LLC, strengthening Inszone’s footprint in Oklahoma and expanding local services in Stillwater and surrounding areas. Chelf provides property & casualty, personal and commercial coverage, and workers’ compensation, with additional emphasis on employee benefits.

  • Buyer
    Inszone Insurance Services
    Target
    Advice Insurance Agency, Inc.
    Seller
    Steve McCulloch (founder of Advice Insurance Agency)
    Industry
    Insurance
    Type
    Buyout

    Inszone Insurance Services acquired Advice Insurance Agency, expanding Inszone’s personal lines offerings, particularly auto insurance. Advice Insurance Agency, which generated more than 90% of business from auto, is transitioning toward the founder’s retirement and will provide clients expanded access to more carriers and additional products including life and broader coverages.

  • Buyer
    Inszone Insurance Services
    Target
    BenefitRiver, LLC
    Seller
    Craig Gilbert (founder of BenefitRiver, LLC; transitioning out)
    Industry
    Insurance
    Type
    Buyout

    Inszone Insurance Services has acquired BenefitRiver, LLC, an employee benefits agency with locations in Bozeman, Montana and Golden, Colorado. The deal expands Inszone’s footprint in Montana and Colorado while adding specialized employee benefits expertise and supporting continuity by bringing key BenefitRiver team member Jen Bernier into Inszone.

  • Buyer
    Inszone Insurance Services
    Target
    Webtec Insurance Services, Inc.
    Seller
    Former owner of Webtec Insurance Services
    Industry
    Insurance
    Type
    Addon

    Inszone Insurance Services announced the acquisition of Webtec Insurance Services, a personal lines insurance agency focused on auto and homeowners business. The deal strengthens Inszone’s personal lines presence in California and Colorado while keeping Webtec’s existing team in place.

  • Buyer
    Inszone Insurance Services
    Target
    Sanford, Bruker & Banks, Inc.
    Seller
    Jeffrey Banks (current owner, mentioned)
    Industry
    Insurance
    Location
    United States
    Type
    Buyout

    Inszone Insurance Services announced the acquisition of Sanford, Bruker & Banks, Inc., an independent insurance agency founded in 1915. The deal is intended to preserve the target’s long-standing local relationships and identity while providing access to Inszone’s expanded carrier relationships, technology, operational resources, and broader market expertise.

  • Buyer
    Inszone Insurance Services
    Target
    Sommelier Insurance Group, LLC
    Type
    Addon

    Inszone Insurance Services announced its acquisition of Sommelier Insurance Group, LLC to strengthen its presence in Omaha, Nebraska and expand specialized commercial insurance expertise. Sommelier’s focus includes complex commercial lines such as trucking, home health care, and contractor insurance, which Inszone says complements its national strategy.

  • Buyer
    Inszone Insurance Services
    Target
    Professional Insurance Strategies, LLC
    Seller
    Gary Hanson
    Industry
    Insurance
    Location
    United States
    Type
    Buyout

    Inszone Insurance Services acquired Professional Insurance Strategies, LLC to strengthen its presence in Arizona. The deal adds deep specialized expertise in the construction and public transportation sectors and provides expanded resources and back-office support to the acquired team.

  • Buyer
    Inszone Insurance Services
    Target
    Kevin Taylor Insurance Agency, LLC (Taylor Insurance Agency)
    Seller
    Kevin Taylor (Founder and Owner)
    Industry
    Insurance
    Type
    Addon

    Inszone Insurance Services announced the acquisition of Kevin Taylor Insurance Agency, LLC (operating as Taylor Insurance Agency). The deal strengthens Inszone’s personal lines presence in Texas and expands its footprint in San Antonio through additional back-office and operational support for Taylor’s team.

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