Inszone Insurance Services acquires Legacy Partners Insurance

Inszone Insurance Services, a Sacramento-based insurance brokerage, has expanded its reach into the southeast Michigan market with the acquisition of Legacy Partners Insurance Services. This strategic move enhances Inszone's nationwide presence and underscores its commitment to growth through targeted acquisitions.

The acquisition integrates Legacy Partners, known for its comprehensive insurance offerings including personal, commercial, and group benefits, into Inszone's operations. Founded by Joe Graham in 2013, Legacy Partners has built a strong client base in Michigan, assisted by key figures such as Kristie Parrish, Cale Johnson, and Dave Peabody. They collectively contributed to the agency’s growth through strategic acquisitions and leadership expertise. Graham will continue his involvement as an agency partner, while Johnson takes on the role of general counsel within Inszone.

The addition of Legacy Partners strengthens Inszone’s offerings in the Michigan market, maintaining the existing team to preserve local client relationships. According to Legacy Partners’ president Dave Peabody, the cultural alignment with Inszone was a decisive factor in the acquisition. His emphasis on a partner that mirrors their business philosophy ensures a seamless transition and growth opportunity for Legacy Partners under the larger Inszone umbrella.

Inszone, founded in 2002, provides various insurance solutions ranging from property and casualty insurance to employee benefits. With operations spanning over 20 states, the firm’s growth strategy continues to rely on both organic expansion and strategic acquisitions. This transaction signifies Inszone's ongoing efforts to broaden its footprint and enhance its service offerings across the United States.

Looking forward, the integration of Legacy Partners is a step towards greater expansion plans for Inszone, as it leverages its national platform to enhance local operations. While financial terms remain undisclosed, the acquisition aligns with Inszone's strategy to increase its market share and operational capabilities across key U.S. regions.