The Sylvia Group, which specializes in property and casualty insurance, group benefits and financial services, wanted to define the future of its agency and found a true partner in Alera Group.
It was important to Managing Partner Maureen Armstrong and Senior Partner Rose Lopes to retain their name, local identity and reputation to their clients through a merger, while gaining the resources of a national presence.
"I wanted to be part of a dynamic company that was growing—where I felt like a partner as opposed to a transaction,” Maureen says.
See how Alera Group’s strategy can benefit property and casualty, group benefits and financial services firms looking for merger opportunities: aleragroup.com/contact-us/par...
Orion Risk Management, another firm that specializes in property and casualty insurance and employee benefits, shares their story here: youtube.com/watch?v=YFxxi...