-

Inszone Insurance Services Expands Employee Benefits Division with Acquisition of Employee Benefits Advantage

SACRAMENTO, Calif.--(BUSINESS WIRE)--Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance solutions, is excited to announce its acquisition of Employee Benefits Advantage, a highly respected employee benefits agency located in Broken Arrow, Oklahoma.

Founded in 2005 by Kelli Caldwell, Employee Benefits Advantage has built a reputation for outstanding service, specializing exclusively in employee benefits. Caldwell, who started her career at Marsh McLennan prior to founding Employee Benefits Advantage, developed long-standing relationships with her clients, some spanning over 25 years.

Discussing her decision to join Inszone, Caldwell said, “As a smaller agency, I wanted to expand our capabilities, especially in property and casualty lines and online benefit enrollment technology. Inszone’s commitment to honoring and respecting my existing client relationships, combined with their clear, efficient integration process, made this an ideal partnership for us.”

With this acquisition, Inszone strengthens its employee benefits offerings and deepens its footprint in the Oklahoma market. Clients of Employee Benefits Advantage will continue to enjoy the personalized and attentive service they have come to expect, now backed by Inszone’s expanded resources and capabilities.

Chris Walters, CEO of Inszone Insurance Services, commented on the partnership: "We are thrilled to welcome Kelli Caldwell and her experienced team to Inszone. Employee Benefits Advantage’s client relationships and dedicated focus on employee benefits align with our growth strategy and commitment to client excellence. We look forward to the contributions they will make to our organization."

Clients of Employee Benefits Advantage can expect a smooth transition, continuing to receive high-quality support and expanded access to comprehensive insurance solutions from Inszone.

About Inszone Insurance Services

Founded in 2002 and headquartered in Sacramento, California, Inszone Insurance Services is a full-service insurance brokerage firm that provides a broad array of property & casualty and employee benefits solutions. With a strong, experienced management team, Inszone continues to grow organically and through acquisitions. With locations across California, Arizona, Colorado, Idaho, Illinois, Indiana, Iowa, Kansas, Michigan, Missouri, Nevada, New Mexico, Oklahoma, Oregon, South Dakota, Texas, Utah, and Washington, the company is looking to expand further throughout the United States.

For more information, please visit www.inszoneinsurance.com.

Contacts

Inszone Insurance Services
Chris Walters – CEO
714-619-5620
cwalters@inszoneins.com

Inszone Insurance Services


Release Versions

Contacts

Inszone Insurance Services
Chris Walters – CEO
714-619-5620
cwalters@inszoneins.com

Social Media Profiles
More News From Inszone Insurance Services

Inszone Insurance Services Acquires Coriano Insurance Agency, Bolstering Presence in Phoenix, Arizona

SACRAMENTO, Calif.--(BUSINESS WIRE)--Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is pleased to announce the acquisition of Coriano & Riesop Insurance, LLC, commonly known as Coriano Insurance Agency. Located in Phoenix, Arizona, this acquisition adds a dynamic, highly rated team to Inszone's expanding footprint in the Southwest. Founded in 2017 by Chris and Emily Coriano, the agency experienced rapid organic growth, scalin...

Inszone Insurance Services Acquires A.D. Dern Insurance Agency, Inc., Adding Nearly a Century of History to its California Footprint

SACRAMENTO, Calif.--(BUSINESS WIRE)--Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is pleased to announce the acquisition of A.D. Dern Insurance Agency, Inc. Located in Pinole, California, this acquisition brings a nearly 100-year legacy of localized expertise and a deep commitment to personal insurance into the expanding Inszone organization. Founded in 1928 by Arthur D. Dern, the agency boasts a rich, multi-generational histor...

Inszone Insurance Services Acquires Historic Mena Insurance Agency, Expanding Presence in Arkansas

SACRAMENTO, Calif.--(BUSINESS WIRE)--Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is pleased to announce the acquisition of Mena Insurance Agency, Inc., commonly known as Mena Insurance. This strategic acquisition brings a century-old institution and a highly efficient, deeply experienced team into the Inszone organization, further expanding its footprint in Arkansas. Founded in 1911 by H.G. McLafferty, Mena Insurance has been...
Back to Newsroom