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August 21
​Alliant Adds Beltway Insurance Expert John Shaffer, III

Property and casualty specialist will service a diverse and growing portfolio of Mid-Atlantic clients

NEWPORT BEACH, CA — Alliant has added Beltway insurance expert John Shaffer, III to its growing Mid-Atlantic team. The Bethesda, MD-based property and casualty specialist will serve as Senior Vice President, designing and delivering a full range of insurance and risk management solutions to clients throughout the region as Alliant continues to expand its presence.

“John joins Alliant with a deep and intimate knowledge of the unique market dynamics of the region and is highly adept at identifying and mitigating industry-specific risks,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “His combination of proactive service and strategic thinking will be a tremendous asset to our team going forward as we continue to grow our reach and capabilities in the Mid-Atlantic region.”

Shaffer is a dynamic and innovative insurance expert who is highly regarded for delivering strategic solutions that address an organization’s total risk picture. He has experience servicing a breadth of industries, consistently delivering highly customized and results-driven solutions.

Prior to joining Alliant, Shaffer was Vice President with a national commercial insurance and financial services company. He attended Towson University and is a longtime resident of the D.C. Metro area.

He can be reached in the Bethesda, MD office of Alliant at (301) 263-6617 or at John.Shaffer@alliant.com.

August 20
​Arrival of Chris Spofford Bolsters Alliant’s Albany Team

Property and casualty veteran offers strong regional expertise and diverse technical background to growing Upstate New York team

NEWPORT BEACH, CA — Alliant continues to grow and strengthen its presence in Albany, NY with the addition of Vice President Chris Spofford. The longstanding property and casualty specialist will leverage his regional expertise and strong technical background to deliver a full range of insurance and risk management solutions to clients throughout the Northeast region.

“Alliant is focused on growing our presence in the Albany market by providing leading-edge risk and insurance solutions delivered by the top talent in the region,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “Chris is a proven commodity in the area and is highly regarded for combining powerful service and strong industry knowledge to move his clients forward.”

A seasoned industry veteran, Spofford has more than 25 years of experience in the insurance business, including expertise in claims, risk management, brokerage, and consulting. His diverse client experience includes individuals, organizations, and businesses spanning a broad array of industries and disciplines.

Prior to joining Alliant, Spofford was Account Executive with an Albany-based insurance brokerage firm. He holds a bachelor’s degree in political science from The State University of New York at Plattsburgh.

He can be reached in the Albany office of Alliant at (518) 362-1570 or at Chris.Spofford@alliant.com.

August 13
​Alliant Expands Midwest Benefits Presence with Acquisition of InvisionBenefit

Illinois Employee Benefits and Consulting firm brings broad service profile and national reach under the Alliant banner 

NEWPORT BEACH, CA — Alliant has acquired Northern Illinois-based InvisionBenefit. As part of the company’s Employee Benefits Group, InvisionBenefit will further expand Alliant’s Midwest benefits presence while bringing a broad array of benefits, consulting, and advisory services under the Alliant banner.

“InvisionBenefit stands apart in the industry by combining a relationship-driven service model with an extremely broad spectrum of capabilities,” said Tom Corbett, Chairman and CEO of Alliant. “The addition of the Invision team to Alliant further solidifies our commitment to offering clients a truly comprehensive service experience that strengthens both the business and the workforce.”

Founded in 2000, InvisionBenefit serves as a broker, consultant, and administrator, offering a full range of employee benefits, human resources consulting, enrollment, and advisory services. In addition to servicing clients in the Midwest region, InvisionBenefit has a national scope of service and presence in all 50 states. The company works closely with clients from a broad range of industries and is highly regarded for its ability to combine diverse products and services to deliver highly customized programs built around unique organizational and employee needs.

“For nearly 20 years, InvisionBenefit has operated according to a service-first approach that places the client at the center of everything we do,” said Marko Castillo, Founder and Managing Principal of InvisionBenefit. “By wielding Alliant’s leading-edge technologies, deep resources, and national platform, we stand positioned to expand our capabilities, while maintaining our commitment to hands-on, personal service.”

Castillo, along with the entire InvisionBenefit team, will join Alliant and continue serving clients nationwide from its Lake in the Hills, IL headquarters. Terms of the agreement were not disclosed.

August 08
​Alliant Boosts Analytics Offerings for Public Entity Clients

Dan Madej named Practice Leader of newly formed Public Entity Analytics Practice

NEWPORT BEACH, CA — Alliant Insurance Services has announced Dan Madej has joined the company as Senior Vice President, Public Entity. Madej will serve as the Practice Leader for the Public Entity Analytics Practice, a subdivision of Alliant Public Entity. Based in Alliant’s Chicago office, Madej will provide tools and services to complement Alliant’s leading position in the public entity segment, providing risk financing and risk transfer solutions to pools.

“Dan’s extensive reinsurance expertise and his dedication solely to the public entity pooling sector provides immense value for our public entity clients,” said Dan Howell, Senior Executive Vice President, Managing Director, Public Entity. “We are excited to put Dan’s expertise to good use, developing advanced analytics offerings and tools for our clients. We are always improving and evolving in an effort to provide the best possible solutions for our clients, and Dan is here to help us continue on that mission.”

With 20 years of experience, Madej is regarded for his reinsurance know-how working with commercial carriers and public entity pools, including actuarially-based reinsurance structure design and pricing, catastrophe modeling, and exposure management tools. Prior to joining Alliant, Madej was Senior Vice President at a global brokerage firm.

Madej holds a bachelor’s degree in insurance and risk management from Indiana State University and an Associate of Reinsurance (ARe™) designation from the American Institute for Chartered Property Casualty Underwriters. He can be reached at (312) 320-8437 or at Dan.Madej@alliant.com.

August 06
​Alliant Strengthens Southwest Presence, Acquires Fred Daniel & Sons

Oklahoma insurance institution caps off a century of success by joining Alliant

NEWPORT BEACH, CA — Alliant has added one of Oklahoma’s longest-standing names in insurance to its Southwest operations with its acquisition of Fred Daniel & Sons. The Tulsa-based insurance institution brings nearly 100 years of experience and a legacy of excellence in commercial and personal insurance under the Alliant banner.

“Since 1920, Fred Daniel & Sons has built its reputation for leadership through a meticulous approach to building and growing relationships among its clients and carriers,” said Tom Corbett, Chairman and CEO of Alliant. “This combination of local knowledge and proven results will provide Alliant with a powerful platform for growth in Oklahoma while adding new resources and expertise to our regional operations.”

Currently in its third generation of leadership, Fred Daniel & Sons provides a full range of insurance and consulting services that includes commercial lines, personal lines, and employee benefits. Underpinning the firm’s broad service profile is a century-long commitment to relationships, with some client relationships exceeding 50 years. Fred Daniel & Sons clients span a broad array of industries, many with operations across the United States. The firm has affiliations with some of the industry’s most financially stable carriers.

“My grandfather founded Fred Daniel & Sons on a simple commitment: to provide extraordinary service and always operate with your clients’ best interests at heart,” said the firm’s Owner and President Fred Daniel III. “Joining Alliant furthers this commitment and provides access to innovative new resources, services, and ideas that will only strengthen our offerings as we embark on our second century of service.”

Daniel III, along with the entire Fred Daniel & Sons team, will join Alliant and continue serving clients nationwide from its Tulsa offices. Terms of the agreement were not disclosed.

July 25
​San Francisco Employee Benefits Expert Michelle Droz Joins Alliant

Longtime benefits consultant brings 25-year track record of customization and innovation to Bay Area benefits team

NEWPORT BEACH, CA — San Francisco’s Michelle Droz has joined Alliant, bringing her 25-year track record of customization, innovation, and value to the company’s growing Bay Area benefits team. In her position as Vice President within Alliant’s Employee Benefits Group, Droz will design and deliver tailored benefits solutions to clients across a range of industries.

“Bay Area clients have highly unique benefits needs and require a partner with experience delivering innovative solutions that drive long-term results,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “Michelle’s regional expertise and ability to evolve and adapt to changing client needs will play an essential role in our continued growth in the region.”

Droz has earned high regard for her ability to design and deliver benefits solutions that proactively address all elements of the organization and place employee wellbeing at the forefront. Prior to joining Alliant, Droz was Partner and Senior Vice President within the San Francisco office of a full-service regional insurance and employee benefits consulting firm.

Droz is a noted speaker, advocate, and philanthropist who is actively involved in a variety of causes. She attended Golden Gate University.

Droz can be reached in the San Francisco office of Alliant at (415) 733-7086 or at Michelle.Droz@alliant.com.

July 22
​Alliant Grows New York P&C Team, Adds White Plains’ Thomas Clark

Longtime risk and insurance expert to deploy tailored P&C solutions to clients across the Northeast

NEWPORT BEACH, CA — Alliant continues to add top-tier talent to its New York team, hiring White Plains-based Thomas Clark. The longtime property and casualty expert will serve as Senior Vice President, providing tailored risk and insurance solutions to a diverse client base throughout the Northeast region.

“Tom’s broad industry experience and in-depth knowledge of regional market dynamics will provide a powerful advantage to our growing team here in New York,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “He has a deep understanding of clients’ unique risks and a proven track record of setting them up for long-term success.”

Clark is a longtime veteran of the insurance industry. Throughout his extensive career, he has worked with clients spanning a breadth of industries and disciplines, ranging in size from regional businesses to large corporations.

Prior to joining Alliant, Clark was Executive Vice President with a multinational insurance and consulting firm focusing on the Northeast region. He holds a bachelor’s degree in economics from Fordham University. He can be reached in the White Plains office of Alliant at (914) 220-5831 or at Tom.Clark@alliant.com.

July 10
Three Alliant Women Named Top Women in Benefit Advising
Catherine Borbone, Amy Fossum, and Brandy Oglesby receive one of the Employee Benefits industry’s top honors 

Three Alliant women have risen to the top of the employee benefits field, earning the lauded Top Women in Benefit Advising designation from Employee Benefit Adviser. Hailing from across the nation, Alliant’s Top Women were among 20 professionals who, according to the publication, “exemplify the best the employee benefits advisory space has to offer.”

Alliant’s 2019 Top Women honorees are:
  • Catherine Borbone, Executive Vice President (Alpharetta, GA)
  • Amy Fossum, Senior Vice President (Seattle, WA)
  • Brandy Oglesby, Senior Vice President (Austin, TX)
“Catherine, Amy, and Brandy exemplify Alliant’s high standard of excellence in the employee benefits space and have proven time and again they are exceptional leaders both inside and outside of the office,” said Tom Corbett, Chairman and CEO of Alliant. “In a profession that is defined by outstanding service, our three Top Women and are truly second to none.”

Employee Benefit Adviser Top Women are recognized for their leadership and excellence on a personal and professional level. Honorees come from markets throughout the U.S. from agencies with a range of sizes and specialties.
July 10
​Alliant Boosts Healthcare Team

Ross Downing named Senior Vice President

Alliant Insurance Services has announced that Ross Downing has joined the firm as Senior Vice President, Alliant Healthcare. Based in Alliant’s Boston office, Downing will provide innovative and strategic risk management solutions for healthcare clients.

“Ross’ extensive industry expertise and depth of experience within the healthcare sector will serve as a significant asset to our clients,” said Todd Hagemeier, Managing Director, Alliant Healthcare. “He joins us with a proven track record of designing and delivering customized insurance solutions that provide extraordinary value to healthcare organizations.”

With 16 years of experience, Downing is regarded for his ability to collaborate closely with clients and respond with highly specialized insurance solutions that minimize risk. Prior to joining Alliant, Downing was a Senior Vice President at a national brokerage firm.

Downing holds a bachelor’s degree in marketing and management from Bentley University. He can be reached at (508) 954-5360 or at Ross.Downing@alliant.com.​​​

July 08
Alliant Acquires Degginger McIntosh & Associates
Acquisition of Washington State firm powers Alliant’s Pacific Northwest expansion

NEWPORT BEACH, CA — Alliant has acquired Degginger McIntosh & Associates. The Washington State insurance brokerage firm brings a 56-year legacy of excellence in insurance, risk management, and employee benefits to Alliant’s growing Pacific Northwest operations. In addition to enhancing Alliant’s comprehensive property and casualty footprint, the acquisition stands in direct strategic alignment with the firm’s regional employee benefits capabilities.

“Degginger McIntosh has a long and proven track record of service, strength, and innovation,” said Tom Corbett, Chairman and CEO of Alliant. “The firm’s dynamic leadership, strong reputation among carriers, and unparalleled local knowledge will power our continued expansion in the Pacific Northwest while complementing Alliant’s distinct regional capabilities and service offerings.”

Founded in 1963, Degginger McIntosh provides a broad array of commercial and personal insurance solutions from its offices in Seattle and Bellingham, WA. In addition to its core focus on property and casualty insurance, Degginger McIntosh also offers a breadth of employee benefits and financial services solutions, providing clients with a fully integrated suite of products and services. Highly regarded for its broad industry reach and deep product knowledge, Degginger McIntosh serves a diverse array of clients both in its own backyard and throughout the United States.

“Service has been the Degginger McIntosh promise since our founding, as we endeavor to provide our clients with solutions that are customized to their needs and focused on controlling insurance costs,” said the firm’s president, Keith Degginger. “Alliant, with its national platform, deep pool of resources, and long history of entrepreneurial thinking, will further this promise and enable us to offer our clients an even more robust service profile.”

The agreement with Degginger McIntosh is part of an active regional acquisition campaign. Since 2014, Alliant has completed a large number of strategic acquisitions in the greater Northwest in both property and casualty and employee benefits.

Keith Degginger, along with fellow principal Ken McIntosh and the entire Degginger McIntosh team, will join Alliant and continue serving clients nationwide from its Washington offices. Terms of the agreement were not disclosed.
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