America's Benefit Specialist April 2023

RECENT MERGERS AND ACQUISITIONS

Headquartered in Lafayette, Louisiana with six additional locations in the state, Dwight Andrus Insurance is one of the largest independent insurance agencies in the country with 130 employees. For more than 75 years, Dwight Andrus Insurance has provided commercial insurance, surety and bonding, captive and alternative risk insurance, personal insurance and employee benefits. Dwight Andrus Insurance leadership, including Dwight Andrus IV, Dwight Andrus III, David Andrus and Charlie Babineaux, and the Dwight Andrus Insurance team will join Hub Gulf South. Dwight Andrus Insurance was represented by Reagan Consulting for the transaction. CRUM & FORSTER A&H DIVISION ACQUIRES PARTNERS MGU Crum & Forster Accident & Health recently announced the acquisition of medical stop-loss insurance agency Partners Managing General Underwriters LLC, as the latest move in expanding its position in the self-insured marketplace. C&F has been underwriting stop-loss insurance for over 20 years and will continue to offer a broad suite of products and services on a direct and program basis through various distribution channels, including managing general under writers, managing general agencies, brokers and third-party administrators. “The acquisition of PMGU marks an exciting start to 2023,” said Gary McGeddy, president of C&F Accident & Health. “Our companies share the same vision and culture, and a commit ment to partner service. Brian and his team will report into Gary Nidds, executive vice president of the Medical Business Unit, and the collective mission of our two organizations presents a wealth of opportunity to evolve and scale in a growing ecosystem.” SENIOR SOLUTIONS & SERVICES JOINS INTEGRITY Integrity Marketing Group LLC has acquired Senior Solutions & Services, an independent marketing organization based in Chesterfield, Virginia. As part of the acquisition, Traci and Earle Spencer III, managing partners at Senior Solutions & Services, will become managing partners in Integrity. Finan cial terms of the acquisition were not disclosed.

AGENCYBLOC ACQUIRES RADIUS TO PROVIDE ENHANCED CAPABILITIES FOR BROKERS AgencyBloc, an agency management system solution pro vider for independent life and health insurance agencies, recently announced the strategic acquisition of Radius, a provider of sales-enablement solutions supporting life and health insurance brokers. The Radius solution offers a host of sales-enablement features to life and health insurance brokers, including lead distribution, texting, VoIP calling and call routing, supporting brokers’ commercial activities and helping them grow their book of business. With a customer base of over 8,000 agents, Radius is dedicated to providing enhanced sales-enablement solutions for life and health insurance agents. “We have seen how well the AgencyBloc team serves its clients, and we are excited to join forces in our shared mission to help insurance agencies grow and manage their business,” said Clu Connors, CEO of Radius. This acquisition combines the complementary strengths of Radius and AgencyBloc. The vision is to bring together the sales-enablement functionality from Radius with the agency-management capabilities from AgencyBloc into a single platform with a seamless set of workflows to man age both sales and back-office agency management in a single solution. The combined company will better serve the unique needs of high-volume organizations, including IMOs and FMOs. Existing Radius clients will be able to remain on their existing platform free of disruption. “Radius has developed an innovative solution to help bro kers grow their business,” said Adam Lewis, CEO of Agency Bloc. “This acquisition reflects our commitment to assist our broker clients with growing their business.” HUB INTERNATIONAL EXPANDS EMPLOYEE BENEFITS CAPABILITIES WITH ACQUISITION Hub International Limited, a global insurance brokerage and financial services firm, has acquired the assets of Dwight W. Andrus Insurance Inc., Dwight Andrus & Richard Insurance Inc. and DAI Shreve LLC (Dwight Andrus Insurance).

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