Our Areas of Expertise
Employee Benefits
Capabilities include cost containment and plan design, benefits administration, compliance, employee communication, benefits technology and vendor management.
Property & Casualty
Capabilities include property and casualty insurance, corporate and individual risk management, environmental liability expertise and M&A services.
Wealth Services
Capabilities include financial planning, retirement planning, investment advice, personal insurance, estate planning and brokerage services.
Recent Updates From Alera Group
News
Alera Group Boosts Healthcare Consulting Capabilities with Acquisition of Vital Incite
Alera Group, a top independent, national insurance and wealth services firm, announced today the acquisition of Vital Incite, a healthcare consulting firm offering the insight needed to strategically align healthcare resources to meet the needs of employee populations.
“Data is the... Read More
Alera Group Enhances Risk Management Industry Expertise with Acquisition of Heritage Risk Management
Alera Group, a top independent, national insurance and wealth services firm, announced today the acquisition of Heritage Risk Management, a network of independent risk management agencies which serve clients throughout Texas, Oklahoma, Colorado and New Mexico.
“At Heritage Risk... Read More
Alera Group Adds Cate-Russell Insurance in Latest Acquisition
Alera Group, a top independent, national insurance and wealth services firm, announced today that through its Propel Insurance team, they have acquired Cate-Russell Insurance, an independent insurance agency offering business, personal and benefits insurance.
“Cate-Russell Insurance... Read More
Insights
Benefits Compliance Update: 2022 Reporting Requirements
As a business owner or human resource professional, you’ve been through two years of pandemic-related regulations, adaptations and frustrations. Over the past couple of months, you’ve managed open enrollment for employee benefits amid a resurgent wave of... Read More
Agribusiness Insurance Update: Special Events Coverage for Farms, Ranches and Wineries
If you’re engaged, recently married or someone who has been invited to a wedding in the past five years, you’re probably familiar with The Knot, a wedding-planning website that hosts couples’ pages and provides all sorts of information on just about anything... Read More
Handbags, Wine, Jewelry and More: Insuring Valuable Items and Collections
There was a time that the objective of purse snatchers was to obtain the bags’ contents. These days, thieves are more likely to want the accessory itself, particularly if it’s a designer handbag. And if the thieves think you may have more where that came from, they may be willing to... Read More
Events
17
Feb
Q1 Compliance
Recap
Q1 ComplianceRecap
We know that compliance updates are critical to decision-making organizational leaders. In our quarterly compliance recaps, our experts will discuss important legislative changes that impact... More Info
17
Mar
Strengthening Your Benefits Package
with Voluntary and Worksite Benefit Solutions
with Voluntary and Worksite Benefit Solutions
Implementing a well-rounded benefits package is crucial in today’s environment and the right solution can have a... More Info
21
Apr
Alera Engage:
April
April
Save the date for our April Alera Engage webinar! We will release a description of this webinar... More Info
19
May
Alera Engage:
May
May
Save the date for our May Alera Engage webinar! We will release the topic of this webinar... More Info
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