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June 21
​Alliant Celebrates 2021 Elite Women Honorees

Insurance Business America recognizes Lilian Vanvieldt, Eleni Carras, and Sonji K. Grandy as Elite Women

NEWPORT BEACH, CA — Alliant team members Lilian Vanvieldt, Eleni Carras, and Sonji K. Grandy, have earned the esteemed honor of being named Elite Women by Insurance Business America. They earned this distinction based on their exceptional service, business results, and commitment to mentoring and promoting the advancement of women in insurance.

“Lilian, Eleni, and Sonji exemplify Alliant’s longstanding commitment to entrepreneurialism, mentorship, and excellence,” said Tom Corbett, Chairman and CEO of Alliant. “Our 2021 honorees have driven results, provided excellent client service, and have been true advocates for creating an inclusive and collaborative environment at Alliant.”

Vanvieldt, Executive Vice President and Chief Diversity & Inclusion Officer (CDIO), is a 30-plus-year public entity insurance industry veteran, education insurance specialist, and longtime community activist who uses her experience, influence, and passion to support the growth and advancement of individuals from all backgrounds within the insurance industry.

Carras, Vice President and Benefits Consultant Lead, provides a full range of employee benefits consulting services and strategies to clients from a broad range of industries. She has played a pivotal role in creating a culture of inclusivity, mentoring younger women to reach their full potential in the insurance field.

Grandy, Assistant Vice President and Account Executive within Alliant Private Client, serves high-net-worth clients and designs creative insurance programs that protect both their valuable assets and legacy. She has 14 years of experience crafting insurance solutions for successful individuals to help protect themselves, their families, and their valuable assets.

Alliant’s 2021 Elite Women were honored with women from across the nation who have excelled in the insurance industry and have risen to the top of their field as leading performers.

June 08
​Alliant Completes Merger with Personal Lines Insurance Leader Confie

Merger places the nation’s largest personal lines insurance distributor under the Alliant banner

NEWPORT BEACH, CA — Alliant has completed its merger with Confie, the largest personal lines insurance distributor in the U.S. The agreement brings Confie’s extensive family of leading personal insurance brands, more than 3,500 employees, and in excess of 1 million customers under the Alliant banner. The two firms announced a definitive merger agreement in April 2021.

“The finalization of our partnership with Confie positions Alliant as a premier player in the personal lines market, further expanding our national reach and diverse portfolio of products and services,” said Tom Corbett, Chairman and CEO of Alliant. “The Confie name has long been synonymous with top-tier service and operational excellence, and their team will bring additional strength to the Alliant family of companies.”

Founded in 2008, Confie serves customers through its “click, call, come-in” approach to full-service convenience. As an innovative, technology-focused independent agency, Confie has unique data-driven insight into buying behaviors through its patent pending technologies. The company provides services nationwide via online purchasing, a national virtual call center, and walk-in personal support at more than 750 local stores.

“As the nation’s largest personal lines agency, this agreement positions Confie to further execute our national growth strategy and enhances our breadth of service offerings,” said Cesar Soriano, CEO of Confie. This agreement is an outstanding expansion for both of our firms and our customers nationwide.”

Confie brings in excess of 150 national and regional carrier partnerships to offer auto, motorcycle, homeowners, renters, life, health, and various other insurance products through its brands, including Freeway Insurance, InsureOne Insurance, Bluefire Insurance, OneSource Dealer Services, Cost-U-Less Insurance Center, Baja Auto Insurance, and U.S. Agencies.

Soriano and the entire Confie team will continue to provide their trusted brand of service and insurance expertise to customers under the Confie brand. Terms of the agreement were not disclosed.

J.P. Morgan served as financial advisor, Kirkland & Ellis LLP served as transaction counsel, and Foley and Lardner LLP served as insurance regulatory counsel to Abry and Confie.

June 02
​Employee Benefits Veteran Paul Leblanc Joins Alliant
Northern California-based benefits consultant to provide innovative benefits solutions to a growing client base 

NEWPORT BEACH, CA — Longtime benefits consultant Paul Leblanc has joined Alliant as Executive Vice President, adding strength to its national Employee Benefits Group​. The Northern California-based Leblanc will design and deploy strategic employee benefits solutions for a diverse client base.

“Paul’s vision, expertise, and depth of experience make him a powerful asset to clients across a broad range of industries and disciplines,” said Bret Goodman, Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “He is highly adept at delivering high-value solutions that enhance operational strength and drive measurable results in a highly competitive benefits landscape.” 

Leblanc is an industry veteran with more than 25 years of experience on the carrier, brokerage, and consulting sides of the employee benefits business. He is highly regarded for his ability to negotiate comprehensive contracts and financial terms and creates innovative solutions that maximize opportunity and success for his clients. Leblanc is a proven leader with extensive experience working with mid-to-large-sized employers across a broad range of industries and geographies.

Prior to joining Alliant, Leblanc was Managing Director with a global insurance brokerage and advisory firm. He earned his bachelor’s degree in marketing from the University of Denver. 

Leblanc is based in the Walnut Creek, CA office of Alliant and can be reached at (480) 286-8422 or at Paul.Leblanc@alliant.com
June 02
David Cohen and Ryan Davis Join Alliant Insurance Services

Transaction Liability and Tax insurance specialists added to Mergers & Acquisitions

NEWPORT BEACH, CA — Alliant Insurance Services has announced that David Cohen and Ryan Davis have joined the company as Senior Vice Presidents, Mergers & Acquisitions. Cohen will specialize in providing transactional risk solutions to private equity firms, corporate clients, and alternative asset investors, with a focus on representations & warranties insurance placements. Davis will help clients around the globe insure their most challenging tax issues in both the M&A context and corporate tax risk management.

“We are thrilled to welcome David and Ryan to Alliant,” said Dan Schoenberg, Executive Vice President, Alliant Mergers & Acquisitions. “David is a very talented and respected corporate attorney, and we could not be more pleased that he has joined us to provide his unique insights and specialized expertise. Likewise, Ryan’s impressive experience in asset management and international issues will enhance our market-leading position in insurance and tax controversy insurance offerings greatly.”

Prior to joining Alliant, Cohen served as Senior Vice President for Vale Insurance Partners where he focused on underwriting transactional risk and representations & warranties insurance. Before joining the insurance industry, Cohen was a corporate attorney at a leading mergers & acquisitions law firm in New York, as well as in-house counsel at the largest e-commerce company in the world. 

With over 20 years in the mergers & acquisitions field, Davis served as a Principal, Asset Management - International Tax for KPMG where his primary focus was working with private equity and alternative investment fund structures and their impact on the U.S. investors in such funds, and the overall deal structuring/execution.  

Cohen obtained a bachelor’s degree from Emory University and a law degree from The University of Pennsylvania. Davis obtained a bachelor’s and law degree from Santa Clara University and a graduate law degree (LL.M. Tax) from New York University School of Law. 

Based in New York, Cohen can be reached at (212) 603-0100 or David.Cohen@alliant.com, and Davis can be reached at (917) 362-0877 or Ryan.Davis@alliant.com​​.​​

May 17
Alliant’s Power Broker® Rising Stars Point to a Thriving Future

Five Alliant team members honored for exceptional creativity, customer service, and industry knowledge

NEWPORT BEACH, CA — Five Alliant team members have been named Power Broker Rising Stars by Risk & Insurance. Andrea Kiefer, Sheneen Nicholson, Emily Quinlan, Robert Rochelle, and Shannon Westmoreland were recognized among the top young talent in the insurance industry based on their exceptional creativity, customer service, and industry knowledge.

“These five outstanding young leaders are reflective of Alliant’s longstanding commitment to excellence across a range of industries and disciplines,” said Tom Corbett, Chairman and CEO of Alliant. “As home to some of the top young professionals in our industry, we stand positioned for a thriving future.”

Alliant’s 2021 Rising Stars are:

  • Andrea Kiefer, Assistant Vice President (Financial Institutions)
  • Sheneen Nicholson, Assistant Vice President
  • Emily Quinlan, Vice President
  • Robert Rochelle, Vice President (Energy & Marine)
  • Shannon Westmoreland, Assistant Vice President (Energy & Marine)

Rising Stars are winners and finalists in the Risk & Insurance Power Broker award competition, all of whom were under the age of 40 as of the Power Broker publication date of February. Since the launch of this designation in 2014, more than 500 brokers have been recognized as Rising Stars.

May 12
Alliant Private Client Named Best Insurance Broker at 2021 Family Wealth Report Awards for Second Consecutive Year

Alliant Private Client team honored for remarkable client service and innovation among global private banking, wealth management, and trusted advisor sectors 

NEWPORT BEACH, CA — Alliant Private Client, a division of Alliant Insurance Services, has been named Best Insurance Broker at the 2021 Family Wealth Report Awards for the second consecutive year. This prestigious honor places Alliant Private Client and its national team of experts in the company of the most innovative and exceptional firms, teams, and providers in the global private banking, wealth management and trusted advisor sectors.

“This high honor exemplifies our team’s continued commitment to providing outstanding customer service, innovative solutions, and valuable insights, which has allowed us to deliver consistent and powerful results to our affluent clients and their families,” said Cindy Zobian, Executive Vice President and Managing Director, Alliant Private Client. “We are honored to stand with the nation’s leaders for excellence in wealth management.”

A panel of industry experts from family offices, private banks, trusted advisors, consultants, and other service providers selected the 2021 Family Wealth Report Award winners based on a variety of qualitative benchmarks, supported by quantitative metrics. Additionally, they highlighted the resilience and remarkable customer service the winning firms demonstrated throughout 2020.

This is the second consecutive year and fifth time overall that Alliant Private Client has received the Best Insurance Broker distinction from Family Wealth Report. Additionally, in February, the division was named Best High-Net-Worth Insurance Broker at the 2021 Private Asset Management (PAM) Awards for its outstanding service to clients and continued innovation in asset management.

Alliant Private Client offers a full suite of insurance and risk management services to private clients across the U.S. The team focuses on helping families and individuals preserve their wealth and secure their legacy.

April 21
​Alliant Announces Definitive Merger Agreement with Personal Lines Insurance Leader Confie

NEWPORT BEACH, CA — Alliant has entered into a definitive merger agreement with Confie, the largest personal lines insurance distributor in the U.S. The agreement includes Confie’s robust family of leading personal insurance brands and more than 1 million customers. Confie and its more than 3,500 employees is currently a portfolio company of Abry Partners, a Boston-based private equity firm.

“Confie and its diverse team of insurance professionals have set the standard for excellence in personal lines insurance and have carried the company to the top of the market,” said Tom Corbett, Chairman and CEO of Alliant. “We are excited to be able to further empower them to do what they’ve always done well.”

Founded in 2008, Confie serves customers through its “click, call, come-in” approach to full-service convenience. As an innovative, technology-focused independent agency, Confie has unique data-driven insight into buying behaviors through its patent pending technologies.

The company serves its customers nationwide via online purchasing, a national virtual call center, and walk-in personal support at more than 750 local community stores. Confie has seen its continuous digital transformation as an addition to, not a replacement for, the way customers want to access insurance services.

Confie brings in excess of 150 national and regional carrier partnerships to offer auto, motorcycle, homeowners, renters, life, health, and various other insurance products through its brands, including Freeway Insurance, InsureOne Insurance, Bluefire Insurance, OneSource Dealer Services, Cost-U-Less Insurance Center, Baja Auto Insurance, and U.S. Agencies.

“Confie is proud to be the largest personal lines agency, and joining forces with Alliant will further enhance our growth and expand our market opportunities,” said Cesar Soriano, CEO of Confie. “Alliant’s long-standing legacy of strength and growth, combined with Confie’s culture of service, make this an extraordinary growth opportunity for both of our firms. Thanks to our amazing employees and our winning culture, we are ideally positioned to successfully execute on our growth strategy and continue supporting our customers and our communities.”

Soriano and the entire team will continue to provide their trusted brand of service and insurance expertise to customers under the Confie brand.

“We have been proud to be investors in Confie since 2012 as the company grew into the largest personal lines agency in the country. Cesar Soriano and the entire Confie management team have built an innovative and industry-leading business, and we are excited to watch their continued success,” said Brent Stone, a Partner at Abry Partners.

The transaction is expected to be completed in the second quarter of 2021, subject to customary closing conditions, including regulatory approvals. Terms of the agreement were not disclosed.

April 14
Alliant Retirement Consulting Named Top DC Advisor for Multi-Office Firms

Alliant Retirement Consulting exceeds $12 billion in assets under advisement and joins the National Association of Plan Advisors’ list of top DC advisors

NEWPORT BEACH, CA —Alliant Retirement Consulting, a division of Alliant Insurance Services, has been named a Top DC Advisor for Multi-Office Firms by the National Association of Plan Advisors (NAPA). The division is recognized as one of the top firms among teams with at least $1 billion in assets under advisement and more than one office or physical location, making Alliant Retirement Consulting one of the premier retirement consulting groups in the nation.

“We are proud of our Alliant Retirement Consulting team for once again representing Alliant’s vision and dedication to excellence, providing calculated and thoughtful advice to clients across the nation,” said Kevin Overbey, President, Alliant Employee Benefits. “The team consists of advisors who have deep experience understanding market risks and opportunities and provide investment recommendations that best suit each client’s needs.”

Alliant Retirement Consulting is an independent consultant that provides strategic retirement advisory services to clients nationwide. The division focuses on highly personalized service to help clients create wealth in retirement and to be prepared for a range of potential risks. Alliant Retirement Consulting currently has more than $12 billion in assets under advisement.

NAPA presents the Top DC Advisor for Multi-Office Firms award to firms that provide exceptional retirement planning advice and help their clients build more financially secure retirements.

April 13
​Abe Freeland Joins Alliant Insurance Services

Leading contractual risk management specialist added to Real Estate practice

NEWPORT BEACH, CA — Alliant Insurance Services has announced Abe Freeland has joined the company as Executive Vice President, Real Estate. Freeland will apply the skills he developed as a Risk Manager for a global design-build firm to lead clients’ large, complex insurance placements and risk management initiatives. Freeland will also develop and implement client risk management forums.

“Abe’s extensive industry expertise and experience within the real estate sector will be a significant asset for our clients,” said Chuck McDaniel, Managing Director, Real Estate. “We really look forward to having Abe as part of our national team as he is committed to Alliant’s ‘Client-First’ philosophy. Abe’s engagement aligns with our strategic plan to offer our clients the best talent in the industry.”

Freeland’s experience extends across multiple platforms, and he is a frequent speaker on insurance matters for universities and law firms. Prior to joining Alliant, Freeland co-led the Real Estate and Hospitality practice for one of the world’s largest brokerage firms. Freeland previously worked as the North American Risk Manager for a global environmental services organization.

Freeland earned an Associate of Arts degree from Florida State University and Bachelor of Science degree in Music Business from Middle Tennessee State University.

Based in Nashville, Tennessee, Freeland can be reached at (213) 248-2446 or at Abe.Freeland@alliant.com.

April 05
Alliant Names Lilian Vanvieldt as Chief Diversity & Inclusion Officer

Long-time Alliant producer and community activist will expand Alliant’s national Diversity & Inclusion initiative 

NEWPORT BEACH, CA — Alliant has named Lilian Vanvieldt as Executive Vice President and Chief Diversity & Inclusion Officer (CDIO). The 19-year Alliant employee will draw on her extensive background in community activism and an intimate understanding of Alliant culture to expand the company’s diversity and inclusion efforts on a national level.

“Alliant believes diversity will be one of our greatest strengths, and Lilian exemplifies our commitment to positive change through coordinated action,” said Tom Corbett, Chairman and CEO of Alliant. “She will employ her depth of insurance expertise and long history within the Alliant organization to bring together the people and resources necessary to ensure Alliant is a diverse and inclusive environment where all perspectives are heard, valued, and respected.”

As the leader of Alliant’s Diversity & Inclusion team, Vanvieldt will execute on a vision for an organization with more than 4,300 employees and 130 offices nationwide.

“We have a profound responsibility as an organization to advocate for diversity and inclusion both in our industry and in the communities where we do business,” said Vanvieldt. “My goal is to help Alliant stand out as a force for good in the insurance industry, while expanding opportunities for career growth and advancement for individuals with diverse backgrounds and life experiences within our organization.”

Vanvieldt assumes this role with more than 30 years of insurance industry experience and a long-standing background in community service and philanthropy. She currently serves as Director of the Susan G. Komen Leadership Foundation in San Diego and was the organization’s Honorary Breast Cancer Survivor of the Year in 2018. She uses her voice and influence to advocate for equality in access to health services and is an active spokesperson for breast cancer education and prevention. 

In addition to heading up Alliant’s diversity and inclusion initiative as CDIO, Vanvieldt will continue to service her national portfolio of public entity clients, focusing on schools and public agencies.

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