Our Services

Every client’s needs are unique. Alera combines the national resources of its firms to deliver solutions and services that result in the best possible outcomes. We are transforming the local, personalized client experience by providing combined national resources, technical expertise and best practices.

Employee Benefits

The key to a successful and sustainable employer-sponsored health and retirement plan is proactivity, and that an employer’s value perception is maximized when employees receive the appropriate benefits. Alera Group provides businesses with customized benefit programs to fit the unique needs of each company and industry. We work with each of our clients to ensure that they can continue to provide innovative and affordable benefit plans to their employees. Alera Group is dedicated to understanding what the organization is hoping to accomplish through their benefits offering. Our objective is to help you identify your goals and develop an actionable plan to help you strategically achieve them. Our reputation for results is built on successful execution and service to hundreds of mid-sized to large employers in the private, public and nonprofit sectors. We provide a broad range of products and services for group employee benefits programs including:

  • Health and Welfare Benefits
  • Employer Services
  • Benefits Administration & Technology
  • Benefits Compliance
  • Individual Healthcare
  • Executive Compensation Strategies
  • Retirement Plans
  • Private Exchanges
  • Benefits Benchmarking

Property and Casualty

Alera Group’s property and casualty insurance team works with companies to protect their assets and minimize their risk. We will help you identify business risk and determine how best to mitigate it. We ensure that your bottom line is protected and that your coverage continues to meet your business objectives over time. We help you concentrate on growing your business without the worry of financial loss from potential insurable risks. Our business insurance products include, but not limited to, the following:

  • Business Continuation Insurance
  • Property and Casualty Insurance
  • Management Liability
  • Surety Bonds
  • Merger & Acquisition Services
  • Policy & Coverage Review
  • Contract Reviews

Risk Management

Alera Group’s risk managers and loss control advisors are a group of highly technical, professional individuals who understand the importance of partnership. They provide invaluable consultative services that help our clients reduce losses and manage them, if and when they do occur. Our claims and loss control services are designed to help companies manage future costs. We believe in being proactive now in order to save our clients money later. We are our clients’ advocates, working with them to ensure claims are covered immediately. Services include:

  • Claims Advocacy & Legal Services
  • Actuarial Services
  • Property Appraisals
  • Captive Feasibility
  • Executive & Financial Risk Management
  • Executive Compensation Strategies
  • Buy-Sell Insurance

Wealth Management

Alera Group’s wealth management practice focuses on an integrated approach to managing client wealth through financial planning, estate planning and investment management. Our unique implementation model helps our advisors gain a thorough understanding of every client’s financial situation, time horizon, goals, objectives and tolerance for risk. We will also learn about their personal lifestyle, family needs and desired charitable legacies in order to help them achieve their financial goals. Our financial advisors strive to anticipate and resolve financial problems, providing wealth management leadership for each client’s long-term financial success. They leverage Alera Group’s national resources to help guide our client’s journey to overall financial well-being. Products and Services include:

  • Investment Management
  • Financial Planning
  • Retirement
  • Estate Planning
  • Risk Management
  • Personal Insurance
Securities and Investment Advisory Services offered through one of two unaffiliated broker dealers: Securian Financial Services, Inc, and
Cambridge Investment Research, Inc., Member FINRA/SIPC. Alera Group is not affiliated with Securian Financial Services, Inc or Cambridge Investment Research, Inc.

Corporate Industry
Expertise

Alera Group leverages its national depth and breadth to locally deliver specialized insurance programs and specific industry expertise:

  • Agriculture/Agribusiness
  • Auto Dealers
  • Aviation
  • Closely Held Businesses
  • Commodity Traders and Brokers
  • Construction
  • Energy
  • Engineering/Architects
  • Faith Based Organizations
  • Family Owned Businesses
  • Financial Institutions
  • Government Entities
  • Healthcare and Hospitals
  • Higher Education
  • Hospitality and Entertainment
  • Legal
  • Manufacturing
  • Municipalities
  • Non-Profits
  • Private Equity
  • Professional Servcies
  • Real Estate and Real Estate Servicing
  • Restaurant
  • School Districts and Municipalities
  • Small Business
  • Social Services
  • Staffing
  • Technology
  • Veterinary
  • Wholesale Trades
Learn More

Contact us for more information about the Alera Group.