We are excited to announce that AIA has joined 23 other entrepreneurial insurance and financial services companies across the United States to form Alera Group, an employee benefits, property/casualty, risk management and wealth management firm with approximately $158 million in revenue. The new firm has more than 750 employees serving more than 20,000 clients in 40 U.S. based offices across 15 states. This merger marks the first time that 24 financial services firms have joined together as one.
We will continue to offer the same high level consulting/advisory services, but now with an extensive network of national resources and thought leadership. As a member of Alera Group, all of AIA’s benefit’s division employees and consultants will continue to operate as AIA Benefits Resource Group and AIA Broker Benefits Solutions out of our existing office in Mechanicsburg, PA.
Addressing a Need for Innovative Yet Personal Client Service
“Our clients’ needs are changing and, frankly, our industry has been slow to respond,” said Alan Levitz, president and CEO of Alera Group. “That’s why we brought together this hand-picked group. Clients will see two benefits rarely delivered by a single organization. First, they will get the combined resources, technical experience and best practices of a larger firm. Second, they will continue to receive the personal service and independent decision-making power of a local business. Our goal is to set a new, higher standard for their experience.”
“This new partnership will allow AIA to expand and elevate its client services, grow its expertise and offer more thought leadership to the local market-all while staying true to our cornerstones of being trusted advisors in our community,” said Dan Dorsheimer, founding principal of AIA. “We are thrilled to be a part of history, as we join Alera Group with like-minded firms that are dedicated to an exceptional client experience.”
A Powerful, Sizable Transformational Combination
AIA is proud to be one of the 24 founding firms of Alera Group which is dedicated to transforming our industry and addressing a need for innovative and market transformative client solutions and services. Alera Group will become the 14th largest privately held insurance firm and 7th largest privately held employee benefits firm nationally. As with all firms joining Alera Group, The principals of AIA will continue in an ownership position in Alera and in the leadership of AIA.
If you have any questions about Alera Group, please don’t hesitate to contact Dan Dorsheimer, Kevin Krause or your account team leadership.