Why Partner With Us

As a principal or owner of your company, you may be looking for ways to grow your agency and also looking down the road at how you can preserve your business without impacting the quality of service you currently offer your customers. Alera Group gives you an attractive alternative, along with the opportunity to be part of a new organization that is creating something special and significant in our industry. We know the insurance distribution industry will continue to consolidate for the foreseeable future. Our leadership team is equipped for that and excited to partner with agency owners who share the same vision and desire to collaborate together to continue to build a best-in-class employee benefits, property and casualty, and risk and wealth management firm.

Alera Group Difference

Alera Group was formed under the premise that together we can achieve more—reach our full potential and do it faster by working together rather than individually. We are committed to accomplishing this by leveraging certain core principles.


National capabilities to support local offices


Innovative partners who develop
world-class best practices


Creating an exceptional atmosphere where
employees thrive


Nurturing a culture of entrepreneurship and


Offering products and services across
multiple lines of business


Own equity in the Alera Group that will
grow in value


A strong capital structure to invest in
growth opportunities

Local Delivery System

While the industry has seen significant consolidation in recent years, our belief is that insurance is still a local delivery system. We encourage Alera Group firms to continue to do what has made them successful and leverage our core principles to enhance capabilities and resources that will increase revenue and enhance service to our clients. Alera Group supports the local offices with corporate resources such as the following:

  • Finance and Accounting
  • IT and CRM
  • Strategic Vision and Leadership
  • Marketing and Advertising
  • Human Resources
  • Operational Best Practices
  • Benefits and Payroll
Learn More

Contact us for more information about the Alera Group.