America's Benefit Specialist August-September 2022
Insurance are now members of the new WRM Group. This strategic partnership unites two successful agencies, each more than 75 years old. The complementary nature of their portfolios and cultures presents a substan tial opportunity. Byars|Wright has six offices across Alabama. Pritchett-Moore’s office is in Tuscaloosa. There are no plans to change locations. Current employees remain in their existing offices. The agencies will continue offering commercial insurance, surety/bonding, employee benefits solu tions, personal and life insurance. EMPLOYEE BENEFITS BUSINESS World Insurance Associates LLC acquired Sagacity Benefits of Burlington, Iowa, on July 1. Sagacity Benefits is a comprehensive consultant firm for employer-based benefits and specializes in health benefits platforms for companies of all sizes. Specialty markets include fully insured, partial self-funded and self-funded platforms. WORLD INSURANCE ASSOCIATES GROWS
Consulting. Based in Wyomissing, Pennsyl vania, PK Benefits provides comprehensive employee benefits insurance and wellness consulting. PK Benefits consults with clients on the best plans for their business ranging from traditional plans, consumer-driven health plans, fully insured to alternative funding arrangements. PK Benefits’ wellness division holds a Clinical Laboratory Improvement Amend ment (CLIA) Certificate of Waiver, which is supported by the FDA, CMS and CDC and meets federal standards for collecting specimens through biometric screenings for health assessments, diagnosing, and disease prevention. PK Benefits also provides testing for COVID-19, onsite vaccination clinics, and onsite nurse clinics. It works closely with clients to evaluate current wellness programs, determine employer objectives and employee needs, and imple ment wellness strategies to reduce employer costs and increase employee engagement for a healthier workforce. ALABAMA INSURANCE AGENCIES MERGE Byars|Wright Insurance and Pritch ett-Moore Insurance have entered into a merger agreement. As a result of the deal, the Where Relationships Matter Group LLC (WRM) formed. While the agencies will continue operating under their respective names, Byars|Wright and Pritchett-Moore
2021, Legacy served over 30,000 existing policyholders and issued over 5,000 new policies, securing more than $8 million in paid premium. • Integrity has acquired Statz Agency, an independent marketing organization based in Phoenix, Arizona. Suzanne Tatz, founder and CEO, will become a man aging partner in Integrity. Statz Agency focuses on helping seniors understand their Medicare options and get the cover age they need. • Integrity has acquired Velocity Life Insurance Agency, a rapidly growing independent marketing organization based in Roanoke, Virginia. As part of the acquisition, Dave Whichard, presi dent of Velocity, will become a managing partner in Integrity. Velocity specializes in providing final expense, mortgage protection and other insurance products to consumers nationwide. In 2021, the agency was able to support its network of thousands of agents in placing $33 million in annual paid premium while serving more than 40,000 Americans. PATRIOT GROWTH INSURANCE SERVICES AND PK BENEFITS CONSULTING CREATE PARTNERSHIP Patriot Growth Insurance Services LLC has announced a partnership with PK Benefits
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