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Mergers & Acquisitions

Inszone Insurance Services: Your Trusted M&A Partner in the Insurance Industry

Who is Inszone?

We are insurance experts with over 20 years of experience in the business. We have a love and understanding of the insurance industry that makes us very passionate about what we do. Inszone is the product of that passion, and we strive to create a unique company that we are proud to be part of. We are focused on growing both organically and through mergers and acquisitions, always keeping our team members, customers and our carriers in mind with any decision we make. Our goals, values, and mission are highlighted throughout this page, and we work very hard to hold everyone in our company accountable to them.
  • Powerful Past, Prosperous Future
  • An Unparalleled Culture
  • A Strong Sense of Community

A different type of INSURANCE FIRM
with a strong value proposition:

  • We have decades of experience as an independent insurance agency and extensive expertise in M&A.
  • We expand market access with our leading carrier partners throughout the United States.
  • We respect the legacy, client relationships, and staff of the agencies we acquire.
  • We know and love the insurance industry, have an experienced M&A team, and provide an efficient and expeditious M&A process.
  • We’re team-member-centric, providing growth opportunities to employees. We’re focused on growing agencies organically rather than through job and expense cuts.
  • We provide back-office and marketing services, cutting-edge technology, and HR and accounting support.
  • We’re financially well-positioned. Most of our acquisitions are cash deals with the potential of an equity component.
  • We allow for sellers to transition out into retirement quickly or align with Inszone through equity and attractive earnouts.

Inszone's Footprint/History

  • States
    16
  • Locations
    67
  • Employees
    610
  • Integrated businesses
    133

Inszone’s Financial Partners

Private Investment

  • BHMS completed investment in Inszone in 2020 and serves as our strategic business partner.
  • New PE Partner as of 2023. Lightyear Capital is a private equity firm focused on leveraged buyout and growth capital investments in financial services companies.

Capital

  • Ares Capital Corporation is Inszone’s capital funding partner since November 2022.
  • New Capital Partner as of 2023. Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 41 countries and more than 75,000 employees, the firm's clients include corporations, governments, institutions, and individuals.
  • New Capital Partner as of 2023. Crescent is an alternative asset manager with over $41 billion of assets under management and over 200 employees.

Meet the Acquisition Team

  • Chris Walters
    CHIEF EXECUTIVE OFFICER
    View
  • Jennifer Sevilla
    VICE PRESIDENT OF MERGERS AND ACQUISITIONS
    View

Testimonials

Over the last 2 years Inszone has completed 130+ acquisitions. We asked some of the owners we worked with to share their experience of the process.

  • In 2019, I was only 70 and I had plans of continuing my work in my agency for years to come when suddenly I became my wife’s main caregiver. I knew that I had to be prepared to leave the agency if things became worse, so I considered several ways of developing an exit strategy that would allow me to continue working and also have a way out at the proper time. I thought about a buy-sell agreement with another independent agent. I thought about having one or two of my staff purchase interest in the agency. I thought about selling outright. Nothing seemed to fit well. For 3 years, I investigated several companies that were active in purchasing insurance agencies. None of the companies I found were actual insurance agencies, but rather holding companies, and I almost sold to one of those holding companies until I met Norm with Inszone Insurance. I discovered that this large independent agency was actually purchasing other like-minded agencies. They were not just a holding company! Additionally, they wanted me to continue working in the agency, yet if I had to remove myself to help care for my wife, I could do that. And I had no worries about how the agency would be run. I had no worries about my clients being taken care of with the same care I had done for 30 years.

    We merged in 2022, and things are good; really good.
    Thomas Polvogt, III, CLU, ChFC, CIC, RHU, LUTCF
    Formerly: Caleb Insurance Group (Texas)
  • I received a flyer from Inszone, did not think much of it at the time, and put it to the side. When the holidays approached, I decided to start looking into the value of my agency. I called and spoke with Chris Walters and could tell that he was a dynamic, genuine leader. Our conversation was straightforward and to the point —— he listened to me before speaking and took the time to figure out and fulfill what I wanted from the sale. After just two conversations we ironed out most of the details.

    To sell the agency I spent so many years building and hand it over to someone else was an extremely tough decision. The process is stressful and challenging, but my experience with Inszone has been awesome so far. I am very satisfied with the outcome, and I am certain this is the right choice for me and my agency in the long run.
    Ball Lee
    Formerly: Champions Insurance Group (Texas)

Let's Talk

Unlock the potential of partnering with Inszone Insurance or selling your insurance agency to us. We invite you to complete the form below to initiate a discussion about the available opportunities. Begin your journey towards a thriving collaboration by taking the first step today.


    Our Services:

    We have a strategically balanced book of commercial, personal, and benefits business.

    • Personal Insurance
    • Business Insurance
    • Employee Benefits

    How Do We Generate New Business Opportunities?

    • Technology-Driven Lead Generation
      • Telesales Campaigns
      • Live Transfers
    • Cross-Sell Opportunities
      • Commercial to Personal
      • Commercial to Employee Benefits
    • Active Marketing Campaigns
      • Organic Website Traffic
      • Email Marketing
    • Trade Shows
    • Referrals
    • Niche Markets
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