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May 14
​Forbes Names Alliant Insurance Services’ Employee Benefits Group one of America’s Best Midsize Employers
Division recognized among the nation’s top places to work
NEWPORT BEACH, CA — Alliant Insurance Services’ Employee Benefits Group has been named one of America’s Best Midsize Employers by Forbes. This recognition places the national employee benefits consulting group among the nation’s top places to work.
“Alliant is committed to building a culture of collaboration and teamwork,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “This honor affirms our commitment to employing the nation’s top benefits professionals as we continue to focus on growth and innovation.”
Alliant Employee Benefits is part of Alliant Insurance Services, one of the nation’s fastest-growing specialty insurance brokerage firms with more than 3,000 employees nationwide and $1.2 billion in revenue. The group is currently in the midst of a significant growth phase, completing a number of strategic acquisitions and adding top benefits talent to its offices throughout the U.S.
Forbes compiles its Best Midsized Employers list in collaboration with Statista, conducting a national survey of more than 30,000 employees. Respondents are asked to rate their willingness to recommend their own employer to others on a scale of 0-10. All respondents were consulted anonymously, with the top 500 employers spanning 25 different industries. The full list of winners can be found here.
May 10
​Alliant Receives Two Break Out Awards

Alliant Specialty’s Normandy Yaeger and Matt McManus Selected for 2018 Business Insurance Break Out Awards
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that Normandy Yaeger and Matt McManus have been awarded the sought-after 2018 Business Insurance Break Out Awards. The awards program recognizes 40 professionals in the commercial insurance and risk management sectors who have been in the industry for less than 15 years and have demonstrated outstanding aptitude and professionalism.

“We are a strategic partner for our clients’ business, and I believe this is why we have seen so many of our team members recognized with industry awards,” said Peter Arkley, President, Alliant Specialty. “The 2018 Break Out Awards showcase not only Alliant’s up and coming talent but also proves our commitment to innovation and education.”

  • Normandy Yaeger has 14 years of experience with responsibilities that include overseeing day-to-day client services, surety, and insurance marketing and contract review. Based in the Alpharetta, GA office of Alliant, Yaeger serves as an Assistant Vice President, Account Executive, leading the service team on all insurance and surety needs. She enjoys working with a variety of construction clients locally, nationally, and internationally, including large general contractors, heavy civil contractors, and residential contractors. She maintains strong relationships with her clients as well as underwriters for all the major carriers.
  • Matt McManus specializes in sizeable placements for public sector, healthcare, and real estate clientele. Based in the San Francisco, CA office of Alliant, McManus serves as a Vice President, with a current book of business that consists of over 15 hospitals, four Joint Power Authorities, numerous cities, counties, special districts, colleges and a leading national real estate investment management firm. McManus’ service model for his clients involves responding quickly to their needs, understanding the core business of each client, and working relentlessly to ensure their success.

There will be three regional award ceremonies in New York, Chicago, and Los Angeles in June to celebrate the winners in addition to all winners being profiled on BusinessInsurance.com and in the June issue of the magazine.

May 07
​Leading Captive Insurance Specialist John Zukus Joins Alliant
Philadelphia-based insurance veteran adds additional depth to growing team in the East
NEWPORT BEACH, CA — Alliant has added one of Philadelphia’s leading captive insurance specialists to its growing team with the arrival of John Zukus. The seasoned commercial insurance veteran will serve as Vice President, where he will provide targeted risk management and insurance solutions to Alliant’s diverse portfolio of clients throughout the Eastern United States.
“John will add significant depth and specialized expertise to our team in the East,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “He is a longtime innovator within the captive market who will play a key role in expanding our reach and growing our offerings.”
Throughout his career Zukus has worked for some of the nation’s largest insurance brokerage firms and financial services companies. During this time, he has become a foremost expert in delivering captive insurance programs that are custom designed to reduce his clients’ risk exposure and insurance costs. He has experience working with clients spanning a broad range of industries.
Zukus is a graduate of Bloomsburg University of Philadelphia. He can be reached in the Wayne, PA office of Alliant at (717) 371-0430 or at John.Zukus@alliant.com.
May 03
​Alliant Acquires 50 Years of Regional Knowledge in Engel Agency, Inc.
Alliant continues buildout of Midwest platform, adding Chicagoland P&C broker
NEWPORT BEACH, CA —  Alliant has added another Midwest power player to its growing middle market insurance platform with its acquisition of Engel Agency, Inc. The Chicagoland P&C broker joins Alliant with a 50-year history of regional knowledge and service in commercial and personal insurance.
“Alliant remains committed to expanding its presence and leadership within the Midwest,” said John Harney, Executive Vice President and Managing Director with Alliant. “Engel Agency, Inc. has a deep understanding of the region’s unique market dynamics, which it has employed to great success within a variety of industries and disciplines. Above all, the company has built a sterling reputation of trust and results, which will make an immediate impact here at Alliant.”
Family owned and operated, Engel Agency, Inc. has a strong institutional knowledge of the Illinois insurance market. The company has expertise in a broad array of industries and specializes in serving freight, ocean marine, manufacturing, and distribution clients. The firm also offers a full suite of personal insurance products that includes home, auto, life, errors and omissions, and more.
“When my father founded this agency nearly five decades ago, he did so on the core tenets of service, expertise, and local knowledge,” said Engel Agency, Inc. President Paul Engelhard. “I am joining forces with Alliant because they share these values and will provide additional strength and resources on which we can build an even stronger base of service for our clients.”
Engel Agency, Inc. will maintain its current leadership and will continue to service its diverse portfolio of clients. As part of the Alliant family of companies, Engel Agency, Inc. will relocate its operation to Alliant’s Bannockburn, IL office at 1500 South Lakeside Drive. Terms of the agreement were not disclosed.
May 03
​Stan Rorison adds Experience, Versatility to Alliant’s New Orleans Team
Longtime Gulf Coast pro to provide property, casualty, and professional liability solutions to diverse regional client base
NEWPORT BEACH, CA — Alliant has added the experience and versatility of Stan Rorison to its growing New Orleans team. The longtime property and casualty expert will serve as Vice President, where he will provide his proven brand of regional expertise to a diverse roster of clients throughout the Gulf Coast region.
“Louisiana continues to be fertile ground for Alliant, and we are assembling a high-powered roster of top talent to serve the region’s diverse businesses,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “Stan has a long history of service across the Gulf Coast and has earned high accolades for his ability to deliver programs that are both customized and scalable.”
Rorison joins Alliant with extensive experience designing and deploying property, casualty, and professional liability insurance solutions to clients in a broad array of industries and disciplines. His longstanding track record of success in the region stems from his strong carrier relationships and ability to deliver highly customized risk and insurance programs.
Prior to joining Alliant, Rorison was Vice President with a Louisiana-based insurance and employee benefits firm, servicing a large client base with both regional and national operations.
Rorison earned his bachelor’s degree in business administration from Loyola University New Orleans. He can be reached in the New Orleans office of Alliant at (504) 312-4927 or at Stan.Rorison@alliant.com.
May 02
​Mark Weber Joins Alliant Employee Benefits

Pittsburgh-based benefits consultant adds exceptional blend of data analysis, problem solving to Alliant’s growing team

NEWPORT BEACH, CA — Alliant Employee Benefits has added one of Pittsburgh’s leaders in data-driven employee benefits strategies to its growing team, hiring Mark Weber as Vice President. The experienced benefits consultant will add his exceptional blend of quantitative analysis and strategic problem solving to Alliant’s expansive service platform, delivering strategies that optimize performance and reduce healthcare costs. 

“In today’s competitive benefits landscape, clients require solutions that are backed by extensive intelligence and insight,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “Mark has a strong track record of bringing together the worlds of data and service to deliver remarkable results to his clients.” 

Prior to joining Alliant, Weber was Assistant Vice President, Benefits Consulting with a large insurance and financial services company. In this position, he developed leading-edge systems and processes that provided strategic analysis of the healthcare ecosystem and delivered high-impact benefit solutions to clients. He also played an integral role in expanding the firm’s presence into various new markets throughout the United States.

Additionally, Weber is a founding advisor member of the Health Rosetta Institute, a not-for-profit think tank of forward-leaning employee benefit advisors focused on effectively scaling change in the employer healthcare space. 

Weber holds a bachelor’s degree in business administration from the University of Pittsburgh and completed international business coursework at Imperial College in London, U.K. He can be reached at (412) 863-4546 or at Mark.Weber@alliant.com. 

May 01
​Announcing Alliant Underwriting Solutions, Alliant Embarks on New Era of Underwriting Strength
Alliant Specialty Insurance Services is now Alliant Underwriting Solutions
NEWPORT BEACH, CA — Alliant has embarked on a new era of underwriting strength with its unveiling of Alliant Underwriting Solutions. The new brand name replaces the Alliant Specialty Insurance Services (ASIS) brand as the company continues to focus on expanding its MGA and program administrator platform to include new products, industries, and geographies.
“Alliant Underwriting Solutions makes a strong statement about where we are and where we’re headed,” says Sean McConlogue, the division’s President. “We are building a powerful underwriting platform that combines deep industry expertise, sound underwriting discipline, and powerful distribution to provide the brokerage community with a profound competitive advantage.”
Alliant Underwriting Solutions is comprised of separately branded entities within a range of industries and disciplines. Each entity is highly respected and relevant within its respective space.
The announcement of Alliant Underwriting Solutions comes as the division is in the midst of a significant expansion campaign driven by acquisitions and organic growth. Recent acquisitions have encompassed a diverse cadre of program administrators, managing general agents, and managing general underwriters that includes Community Association Underwriters (CAU), SES Insurance Services, SIU Managers, and Preferred Concepts.
These recent entrants to the division join a foundational group of established and successful programs that provide diverse insurance solutions to public entities, waste haulers, parking and valet companies, hospitals, oil and gas companies, law firms, tribal nations, and other categories.
“Every decision we make is governed by relevance through the relentless pursuit of innovation and specialization,” says McConlogue. “This unlocks access to products, services, and ideas that amplify our partners’ offerings and position them for long-term success. Alliant Underwriting Solutions is relevance amplified.”
Alliant Underwriting Solutions offers a full range of insurance and risk management products delivered by highly trained industry and product specialists. Thanks to a targeted focus and strong carrier relationships, the division’s diverse programs consistently post high retention rates and offer extraordinary stability. While primarily focused on servicing the brokerage community, certain Alliant Underwriting Solutions programs also work directly with retail clients.
April 12
Crystal & Company Joins Alliant

Agreement brings one of the nation’s leading independent insurance brokerage firms to Alliant

NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has entered into a definitive agreement to acquire New York-based Crystal & Company. The agreement brings one of the nation’s most established independent insurance brokerage firms, with more than 450 professionals and 11 offices, to Alliant and expands the firm’s growing national footprint and areas of expertise.

“Adding a national leader like Crystal & Company to the Alliant team will add a potent combination of forward-thinking people and best-in-class products and services to what is already one of the nation’s most robust insurance platforms,” said Tom Corbett, Chairman and CEO of Alliant. “As two organizations that share a legacy of entrepreneurialism and specialization, we are well-positioned to provide the industry standard for quality and service in both existing and new verticals as we expand our reach.”

Founded in 1933, New York-based Crystal & Company provides insurance and employee benefits consulting services to a global client base. Currently in its third generation of Crystal family leadership, the firm has established itself as a global leader in the financial institutions space as well as other industry verticals that include energy, technology, real estate, hospitality, consumer products, and retail. In addition, the firm has a best-in-class private client service operation that will significantly enhance Alliant’s presence in that space. Crystal & Company is highly regarded for combining strong local market knowledge and industry specialization with an international reach and focus.

According to Crystal & Company’s Chairman and CEO Jim Crystal, the new alignment will foster the company’s growth and provide an even stronger service platform for its diverse client base.

“Crystal & Company’s commitment to excellence in service, expertise, and innovation fits seamlessly with Alliant’s values and culture,” said Crystal. “This partnership will combine Crystal & Company’s legacy of personal service and industry expertise with the strength of a larger platform. With access to more resources and more reach, Crystal will be even better suited to meet client needs.”

The Crystal & Company team will continue to service clients from its 11 offices throughout the United States while combining forces with Alliant to provide a cohesive offering to its collective client base.

“The Crystal family has an outstanding legacy of leadership in the insurance community and will add significant value to our team at Alliant,” said Corbett. “Jim Crystal will join us as Vice Chairman and Jamie, Jonathan, and Sandy will also play prominent roles in our organization as we build Alliant together.”

Pursuant to the agreement, the transaction is expected to close within the next 30 days, subject to customary closing conditions. Waller Helms Advisors acted as financial advisor and Winston & Strawn represented Crystal & Company in connection with the transaction. Kramer Levin Naftalis & Frankel LLP represented Alliant in connection with the transaction. Terms of the agreement were not disclosed.

April 04
​North Idaho Insurance, Summit Insurance Resource Group Join Forces Under the Alliant Brand

Two of Sandpoint, Idaho’s insurance leaders kick off new era as Alliant Insurance Services

NEWPORT BEACH, CA — Two of Sandpoint, Idaho’s leading names in insurance brokerage have embarked on a new era of excellence under the Alliant Insurance Services brand. North Idaho Insurance and Summit Insurance Resources Group have a new name and central location, united by the commitment to continue their longstanding legacy of service to the region’s residents and businesses.

Effective immediately, both firms will assume the Alliant Insurance Services name, operating from the company’s downtown Sandpoint location at 509 North 5th Avenue. This transition follows Alliant’s acquisition of Summit in May 2017 and North Idaho in April 2015. According to leadership from both firms, the move will enable the longtime local institutions to continue their proven brand of quality and service, only with the added reach and resources of one of the nation’s largest specialty insurance brokerage firms.

“Serving the local community is part of our DNA, and we will continue to deliver the customized products and family-oriented service that our clients have come to expect,” said Jamie Miller, Assistant Vice President and Sandpoint operations lead.

The combined expertise of North Idaho and Summit comprise the region’s most robust mix of insurance products and services, including commercial insurance, personal lines, employee benefits, and a full range of risk management capabilities.

“Operating as part of the Alliant family will unlock access to greater market depth and a broader selection of coverage options, enabling us to add an additional layer of strength to our client relationships,” said Summit founder Angela Oakes.

North Idaho and Summit’s entire management team and staff have made the transition to Alliant and will continue to serve their client base as members of the Alliant team.

With a history dating back to 1925, Alliant is the nation’s 11th largest insurance brokerage firm, with more than 90 offices nationwide, including locations in Spokane, Coeur d’ Alene, and Sandpoint. Since 2014, Alliant has engaged in an active regional expansion in the area through strategic acquisitions, organic growth, and recruitment.

Additional information is available by contacting Jamie Miller at (509) 343-9562.

April 04
​Alliant Acquires Dumortier Risk Management, Inc.

NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has acquired Dumortier Risk Management, Inc., a Los Angeles, CA-based insurance brokerage firm that specializes in hospitality risk management. Chris Chang, President of Dumortier, joins Alliant as an Executive Vice President and brings with her broad experience in the hospitality industry.

“Alliant is well known in the real estate market for our large property placements and our unique habitational insurance programs. The addition of Chris Chang and the Dumortier team to Alliant adds well-known expertise in representing marquee hotel franchises and their owners,” said Tom Corbett, Chairman and CEO of Alliant. “Hospitality owners count on Chris and her team to build master insurance programs that streamline coverage and significantly reduce their insurance costs.”

The strong cultural ties to Taiwan and China made the acquisition of the Dumortier agency a natural progression in the expansion of the Alliant Real Estate practice from the United States to Asia and beyond. The addition of Dumortier with employees who speak Chinese, Taiwanese, Greek, Spanish, French, and English also serves as a cultural differentiator for Alliant.

Founded in 2002, Dumortier represents more than 200 hotel owners and developers. All of the agency’s professionals have joined Alliant’s Real Estate group in its Los Angeles office.

Terms of the transaction were not disclosed.

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