Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance solutions, is excited to announce its acquisition of Employee Benefits Advantage, a highly respected employee benefits agency located in Broken Arrow, Oklahoma.
Founded in 2005 by Kelli Caldwell, Employee Benefits Advantage has built a reputation for outstanding service. Specializing exclusively in employee benefits, Caldwell started her career at Marsh McLennan before founding Employee Benefits Advantage. She developed long-standing relationships with her clients, some spanning over 25 years.
Discussing her decision to join Inszone, Caldwell said, “As a smaller agency, I wanted to expand our capabilities, especially in property and casualty lines and online benefit enrollment technology. Inszone’s commitment to honoring and respecting my existing client relationships, combined with their clear, efficient integration process, made this an ideal partnership for us.”
With this acquisition, Inszone strengthens its employee benefits offerings and deepens its footprint in the Oklahoma market. Clients of Employee Benefits Advantage will continue to enjoy the personalized and attentive service they have come to expect, now backed by Inszone’s expanded resources and capabilities.
Chris Walters, CEO of Inszone Insurance Services, commented on the partnership: “We are thrilled to welcome Kelli Caldwell and her experienced team to Inszone. Employee Benefits Advantage’s client relationships and dedicated focus on employee benefits align with our growth strategy and commitment to client excellence. We look forward to the contributions they will make to our organization.”
Employee Benefits Advantage clients can expect a smooth transition. They will continue to receive high-quality support and expanded access to comprehensive insurance solutions from Inszone.
About Inszone Insurance Services
Founded in 2002 and headquartered in Sacramento, California, Inszone Insurance Services is a full-service insurance brokerage firm that provides a broad array of property & casualty and employee benefits solutions. With a strong, experienced management team, Inszone continues to grow organically and through acquisitions. With locations across California, Arizona, Colorado, Idaho, Illinois, Indiana, Iowa, Kansas, Michigan, Missouri, Nevada, New Mexico, Oklahoma, Oregon, South Dakota, Texas, Utah, and Washington, the company is looking to expand further throughout the United States.
For more information, please visit www.inszoneinsurance.com.
Stay informed and ahead of the curve — explore more industry insights and program opportunities at ProgramBusiness.com.