Tracked deals
200
200 tracked deals across 2020-2026.
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.
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
Last 7 years
Supporting Data
Showing the 12 most recent of 200 tracked deals for Inszone Insurance Services.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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