Employee Benefits

Alera Group Acquires Sage Benefit Advisors, Deepening Health Insurance Practice

August 23, 2021

Alera Group, a top independent, national insurance and wealth management firm, today announced the acquisition of Sage Benefit Advisors, a leading health insurance agency that offers health insurance consulting and enrollment support for individuals, families, and businesses.

“At Sage, our insurance brokers work with the top-rated health insurance companies, on and off the Colorado health insurance exchange, to provide affordable health insurance plans for individuals, families, and businesses including group health insurance and Medicare and Medigap insurance plans,” said Tim Hebert, Managing Partner at Sage Benefit Advisors. “We are proud of our comprehensive, client-centric service and we’re pleased to join Alera Group.”

For more than 20 years, Sage Benefit Advisors has served individuals and businesses across Northern Colorado providing top-rated health insurance plans and enrollment support. The Fort Collins office is a Certified Connect for Health Colorado enrollment center, the state of Colorado’s official health insurance marketplace, and the only place to apply for financial help to reduce monthly health insurance costs. Their brokers offer expert recommendations and healthcare guidance and are Certified by Connect for Health Colorado.

“The team at Sage Benefit Advisors offers high-quality advice and services to clients in a complex industry,” said Alan Levitz, CEO of Alera Group. “We welcome them to the Alera Group family and look forward to collaborating with them on new, innovative solutions for clients across the country.”

The Sage Benefit Advisors 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 $500 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 2,000 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 or Twitter.