Employee Benefits

AGM Benefit Solutions Joins Alera Group

July 15, 2021

Alera Group, a top independent, national insurance and wealth management firm, announced today the acquisition of AGM Benefit Solutions, a leading provider of voluntary benefits, enrollment services and benefits technology. AGM improves how employees enroll, engage and understand their benefits through custom communications, education and enrollment solutions that provide individualized support on-site and through a nationwide call center.

“As the job market becomes more competitive, employee benefits serve as a key metric to attract and retain employees. Our personal approach helps employees understand the value of their benefits package, which in return increases employee morale and retention,” said Adam Miley, Founder and CEO of AGM Benefit Solutions. "With our benefit communications and enrollment strategies, we can efficiently communicate, educate, and enroll each employee in their core and voluntary benefits while also eliminating unnecessary headaches for HR professionals and benefit brokers."

Headquartered in Baton Rouge, Louisiana, AGM Benefit Solutions provides voluntary benefits, benefit communications, enrollment services and benefits administration technology for clients nationwide. AGM's expertise in voluntary benefits allows brokers and employers to enhance their benefit offerings. The firm’s one-stop benefits portal gives employers full control over employee enrollments from initiating and completing enrollments, to running reports, processing life events, terminations and managing COBRA. Company employees also have access to a personal portal where they can enroll online, make changes, access forms and documents and review benefits at any time.

“AGM’s benefits management approach and their superior technology and self-service portals take customer service to a new level and align with our vision of delivering exceptional national resources to our local clients,” said Alan Levitz, CEO of Alera Group. “This new offering provides yet another way to educate employees and build appreciation for their benefits. We look forward to scaling this solution across the organization.”

The AGM Benefit Solutions team will continue serving clients in its existing roles. Terms of the transaction were not disclosed.

About Alera Group

Alera Group is an independent, national insurance and wealth management firm with more than $600 million in annual revenue, offering comprehensive employee benefits, property and casualty, retirement services and wealth management solutions to clients nationwide. By working collaboratively across specialties and geographies, Alera Group’s team of more than 2,500 professionals in more than 100 offices provides creative, competitive services that help ensure a client’s business and personal success. For more information, visit www.aleragroup.com or follow us on LinkedIn.