NFP

NFP Corp. is a prominent insurance broker and consultant based in New York, specializing in a comprehensive range of services that include corporate benefits, retirement planning, property and casualty insurance, and individual insurance solutions. Established in 1998, the company operates through two main segments: Insurance Brokerage and Consulting, which caters to corporate clients with tailored insurance solutions, and Advisor Services, which supports independent financial advisors with broker/dealer and registered investment advisory services. NFP Corp. focuses on serving middle-market companies, financial advisors, and high-net-worth individuals, leveraging its expertise and innovative technologies to foster strong relationships with insurers and financial institutions. The company was previously known as National Financial Partners Corp. and rebranded to NFP Corp. in March 2015.

Joe Carpenter

President of Executive Benefits

Michael Goldman

Executive Vice President and COO

Marc Lajoie

Senior Vice President, Group Benefits - NFP Canada

Dan Salomon

Senior Vice President, M&A Integration

Past deals in Insurance

Miller Insurance Group

Acquisition in 2024
Miller Insurance Group provides auto insurance, RV insurance, flood insurance, umbrella insurance, and business insurance.

Southern Insurance Agency

Acquisition in 2024
Southern Insurance Agency provides a range of insurance services primarily focused on the Gulf South Region. The agency specializes in coverage for various sectors, including auto, home, commercial property, and crime, as well as cyber liability and flood insurance. It caters to middle-market companies, offering tailored solutions for businesses such as high-rise buildings, hotels, boutique hotels, condo associations, manufacturers, restaurants, taverns, and clubs. Southern Insurance Agency aims to address the unique challenges faced by these clients by providing comprehensive commercial property and casualty insurance, including general liability and business auto coverage.

Benefits & Company

Acquisition in 2023
Benefits & Company is a full-service employee benefits provider that offers medical, dental, vision, long-term and short-term disability, group life, and flex spending solutions to employers of all sizes, from startups to mature businesses.

Presidio Insurance Solutions

Acquisition in 2023
Presidio Insurance Solutions offers business liability insurance services. They provides their services to doctors, physicians, and healthcare professionals. Business liability insurance services include business owner's policy, employment practices, workers’ compensation, directors and officers, errors and omissions, and cyber liability. Business owner's policy services include general liability, business income, and commercial property insurance. Commercial property insurance services include buildings, equipment, inventory, furniture, and fixtures.

David A. Marcus and Associates

Acquisition in 2023
David A. Marcus and Associates is a financial planning firm that focuses on providing tailored solutions for individuals and business owners. The company offers a diverse array of services, including estate planning, retirement planning, and wealth transfer strategies. Additionally, it provides disability income insurance and individualized insurance audits, ensuring that clients have comprehensive coverage that meets their specific needs. By addressing both personal and corporate financial requirements, David A. Marcus and Associates aims to assist clients in navigating changing economic conditions effectively.

CoverTree

Seed Round in 2022
CoverTree is an insurance technology company that specializes in providing digital insurance solutions for residents of manufactured homes. Headquartered in Detroit, Michigan, the company aims to enhance access to manufactured home insurance through digital distribution, automated underwriting, and data-driven pricing. CoverTree's insurance products are currently available in several states, including Arizona, Indiana, Michigan, New Mexico, Ohio, Illinois, and Tennessee. By focusing on specialty personal lines of insurance, CoverTree seeks to offer clients improved and tailored insurance options for their unique housing needs.

Axio

Series B in 2022
Axio is a leading provider of SaaS-based cyber management software, primarily focused on helping organizations understand and manage their cybersecurity risks. Its flagship platform, Axio360, facilitates collaboration among security leaders, business executives, and board members by providing a unified view of critical corporate risks in financial terms. Since its inception in 2016, Axio has partnered with numerous prominent companies across sectors such as critical infrastructure, energy, manufacturing, and financial services. The software enables organizations to optimize their cyber resilience, quantify exposure, analyze insurance options, and evaluate cybersecurity programs, ultimately supporting informed decision-making regarding cybersecurity priorities and investments.

Ascend

Series A in 2022
Ascend is a modern, all-in-one payments solution purpose-built for insurance. We automate insurance payments end-to-end — from online customer payments including premium financing to the distribution of commissions and carrier payables. We help insurance distributors sell more by simplifying operations, reducing payment friction and delivering the modern checkout experience customers expect.

Honeycomb

Series A in 2022
Honeycomb is the only place where you can buy a condo/apartment building master policy online in less than 3 minutes at a fraction of the cost! Instant, free, no-hassle quotes, online everything, and up to 40% savings. With all that we're bringing simplicity and transparency to the real estate insurance space for condo associations (HOAs), building owners, property managers, and developers everywhere. This is what we do. This is all we do.

Improved Funding Techniques

Acquisition in 2022
IFTI is a third-party administrator (TPA), with an internal RIA, offering a consolidated solution for designing, implementing, and administering retirement plans for the privately owned business.

Foster Park Brokers

Acquisition in 2021
Foster Park Brokers is an insurance brokerage firm located in Western Canada that provides a range of services designed to assist clients in managing risk and protecting their assets. The company specializes in commercial and individual property and casualty insurance, as well as life and group benefits. In addition to underwriting services, Foster Park Brokers offers risk management solutions, private client services, and bonding and surety programs. Their comprehensive approach enables clients to minimize risks and enhance their business growth.

FindMyBenefits

Acquisition in 2021
FindMyBenefits is an employee benefits broker located in Cleveland, Ohio, specializing in providing comprehensive employee benefit services to small and middle-market employer groups. The company offers a range of insurance options, including medical, life, disability, dental, and vision insurance. By enabling employers and their employees to evaluate and select suitable benefit offerings, FindMyBenefits ensures access to essential plan data, required healthcare reform documents, and information from various insurance carriers. This approach supports informed decision-making regarding employee benefits.

TrustLayer

Series A in 2021
TrustLayer is an insurtech solutions company that focuses on automating insurance verification through the use of machine learning and artificial intelligence. Its collaborative risk management platform aims to reduce friction between businesses by streamlining the verification and tracking of insurance certificates, licenses, and other compliance documents. By employing robotic process automation tools, TrustLayer helps organizations eliminate manual, error-prone workflows, increasing insurance compliance and reducing organizational risk. The company serves clients across multiple billion-dollar industries, including construction and property management, who value the platform's ease of use and its ability to enhance vendor compliance while supporting various use cases.

Honeycomb

Series A in 2021
Honeycomb is the only place where you can buy a condo/apartment building master policy online in less than 3 minutes at a fraction of the cost! Instant, free, no-hassle quotes, online everything, and up to 40% savings. With all that we're bringing simplicity and transparency to the real estate insurance space for condo associations (HOAs), building owners, property managers, and developers everywhere. This is what we do. This is all we do.

TrustLayer

Seed Round in 2021
TrustLayer is an insurtech solutions company that focuses on automating insurance verification through the use of machine learning and artificial intelligence. Its collaborative risk management platform aims to reduce friction between businesses by streamlining the verification and tracking of insurance certificates, licenses, and other compliance documents. By employing robotic process automation tools, TrustLayer helps organizations eliminate manual, error-prone workflows, increasing insurance compliance and reducing organizational risk. The company serves clients across multiple billion-dollar industries, including construction and property management, who value the platform's ease of use and its ability to enhance vendor compliance while supporting various use cases.

ColburnColburn

Acquisition in 2020
ColburnColburn is a privately owned, Independent Insurance & Risk Services Firm with locations in Bloomfield Hills, Michigan; Detroit, Michigan, and Cincinnati, Ohio. The firm is widely recognized in both the business and insurance communities as a proven provider of an exceptionally broad range of insurance and risk management consultancy services. ColburnColburn offer an environment strong on solution-focused teamwork, with direct access to forward-thinking leaders. The relationships we seek are long-term and are achieved by a company-wide commitment to empowering clients to make the most cost-effective decisions.

Ogilvy Insurance

Acquisition in 2020
Ogilvy Insurance Inc. is a multidisciplinary insurance brokerage based in Westmount, Canada, with additional offices in Toronto and Oakville. Founded in 1924, the company specializes in providing a comprehensive range of insurance services, including commercial and personal lines property and casualty insurance, group benefits and pensions, as well as life insurance and investment solutions. As of late 2020, Ogilvy Insurance operates as a subsidiary of NFP Corp., focusing on delivering tailored insurance information and advice to help clients make informed decisions.

Insurance Specialty Group

Acquisition in 2020
Insurance Specialty Group, LLC is a managing general agency based in Atlanta, Georgia, that specializes in providing a range of insurance brokerage services across the United States. Founded in 1998, the company offers various insurance products, including general liability, products liability, professional lines, management liability, property, transportation, contractor programs, workers compensation, and specialized coverage for sexual molestation liability. Additionally, Insurance Specialty Group focuses on underwriting insurance for builders and contractors, offering coverage for construction risks to protect both residential and commercial projects. This enables builders to operate with greater confidence and safety while mitigating potential risks associated with construction activities. As of October 2020, Insurance Specialty Group operates as a subsidiary of NFP Corp.

Managed Care Consultants

Acquisition in 2020
Managed Care Consultants is a consultancy firm that specializes in developing customized employee benefit solutions for a diverse range of employers, from small businesses to large corporations. The company employs a team of consultants, account managers, and administrators who focus on understanding client needs through thorough research and analysis of existing benefit programs. By tailoring their services, Managed Care Consultants aims to streamline human resource processes, strategic planning, and cost management, ultimately helping clients enhance their employee benefits while saving time and reducing costs.

Rose & Kiernan

Acquisition in 2020
Rose & Kiernan, Inc. is a general insurance agency headquartered in East Greenbush, New York, with additional offices across New York, Connecticut, and Rhode Island. Founded in 1869, the company offers a comprehensive range of insurance products, including property casualty, surety, and specialized insurance solutions, as well as personal insurance such as automobile, property, and flood coverage. In addition to insurance, Rose & Kiernan provides employee benefits solutions, risk management services, and administration services tailored to the needs of businesses, individuals, and public and private organizations. The firm's offerings aim to help clients effectively anticipate, understand, and manage risk within their operations.

Santa Maria & Company

Acquisition in 2020
Santa Maria & Company is a risk management consultancy and commercial insurance broker.

Axio

Series A in 2020
Axio is a leading provider of SaaS-based cyber management software, primarily focused on helping organizations understand and manage their cybersecurity risks. Its flagship platform, Axio360, facilitates collaboration among security leaders, business executives, and board members by providing a unified view of critical corporate risks in financial terms. Since its inception in 2016, Axio has partnered with numerous prominent companies across sectors such as critical infrastructure, energy, manufacturing, and financial services. The software enables organizations to optimize their cyber resilience, quantify exposure, analyze insurance options, and evaluate cybersecurity programs, ultimately supporting informed decision-making regarding cybersecurity priorities and investments.

Wellth

Series A in 2020
Wellth is a digital health company based in New York that aims to enhance treatment adherence among individuals with chronic conditions. By leveraging behavioral economics, Wellth addresses the barriers that hinder patients from forming healthy habits and effectively managing their diseases. The company operates a mobile application that provides targeted incentive plans, reminders, and information to motivate users to engage in preventive health behaviors. Its platform not only empowers consumers to improve their adherence to medication and care plans but also helps reduce preventable hospitalizations and healthcare costs. Wellth's approach includes proven outcomes demonstrated through randomized controlled trials, making it a valuable solution for insurers and healthcare providers seeking to improve population health. Through its user-friendly application, Wellth supports members in establishing sustainable healthy habits while generating cost savings for payors.

Koty-Leavitt Insurance Agency

Acquisition in 2020
Koty-Leavitt Insurance Agency operates as a P&C broker. Koty-Leavitt specializes in offering tailored insurance solutions to medical device distributors.

Relay Platform

Seed Round in 2020
Relay Platform Inc. is a developer of an online Software-as-a-Service solution designed to streamline the reinsurance and large insurance placement process for ceding teams, underwriters, and brokers. Founded in 2019 and headquartered in Toronto, Canada, Relay's platform offers a single-entry, multi-carrier comparative-rating solution that facilitates the handling of all property and casualty lines. It supports both instant API and email quoting, regardless of complexity, thereby enabling brokers to efficiently secure and compare quotes. By organizing placement information and communications in one centralized location, Relay enhances brokers' ability to create competitive proposals, ultimately increasing their close and renewal rates.

Convr

Series B in 2019
Convr Inc. operates a data science platform specifically designed for commercial insurance underwriters, facilitating a more efficient and effective underwriting process. Founded in 2015 and based in Schaumburg, Illinois, Convr enables insurers to digitally transform their operations through its comprehensive suite of tools. The platform includes features such as a data ingestion engine that organizes information from various sources, a universal data catalog for identifying relevant data, and robust data management and security systems. Convr's solutions support all core commercial lines of business and are accessible via an intuitive user interface or API connectors. Key functionalities include digitizing submission paperwork, providing insights on risks from extensive data sources, and utilizing AI to streamline underwriting inquiries. These capabilities allow commercial insurers to enhance operational efficiency, improve risk assessment, and deliver superior customer experiences, ultimately positioning them as leaders in the market. Convr serves a diverse range of clients, including many top carriers in the industry.

Transit Insurance Services

Acquisition in 2019
Transit Insurance Services, Inc., founded in 1982 and based in Ontario, California, is a property and casualty insurance broker specializing in providing coverage to trucking fleets throughout the Western United States. As a subsidiary of NFP Corp since August 2019, the company offers a comprehensive range of insurance products, including auto liability, physical damage, motor truck cargo, workers compensation, occupational accident, general liability, and property insurance. This diverse portfolio positions Transit Insurance Services as a key player in the insurance market, catering specifically to the needs of the transportation industry.

Independent Bankers Insurance Services

Acquisition in 2019
Independent Bankers Insurance Services provides management liability coverage to community banks. Independent Bankers Insurance Services is widely recognized as industry experts.

McLean Hallmark Insurance Group

Acquisition in 2019
McLean Hallmark Insurance Group Ltd. is an insurance brokerage and advisory firm based in Toronto, Canada, specializing in a wide array of insurance solutions. Founded in 1975 and formerly known as Moore-McLean Insurance Group Ltd., the company provides services in business, personal, group home and auto insurance, as well as surety bonding, marine cargo, and professional liability insurance. It also focuses on unique property and casualty solutions tailored to sectors such as trucking, car dealerships, and moving and storage. In addition to traditional insurance offerings, McLean Hallmark provides alternative risk financing, contract analysis, disaster planning, loss control, and risk management services. The firm assists clients with cash flow solutions for financing insurance contract expenses and offers comprehensive claims management services. As of July 2019, McLean Hallmark operates as a subsidiary of NFP Corp.

GCG Risk Management

Acquisition in 2019
GCG Risk Management specializes in workers’ compensation management services for employers. Our expertise in Workers’ Compensation Insurance, Claims, Law, and Workplace Health & Safety combine to offer the client a unique resource for dealing with the myriad of issues which encompass this workers’ compensation coverage.

Excel Bonds & Insurance Services

Acquisition in 2019
Excel Bonds & Insurance Services is a commercial insurance and surety bond broker. Excel Bonds & Insurance Services boasts a diverse, international client portfolio, including middle-market and large-scale firms across the U.S. and Canada in the waste management, construction, real estate and manufacturing industries, among others.

BD Capital Partners

Acquisition in 2019
BD Capital Partners is an insurance broker that offers property and casualty solutions to clients across the Midwest.

Tomorrow Ideas

Convertible Note in 2018
Tomorrow Ideas develops an application that helps in protecting family’s financial future. Its application includes last will and testament for the family and the laws of the state, a revocable living trust, guardianship for children and pets, net worth and life insurance calculator, term life insurance comparison, and a complimentary insurance policy. Tomorrow Ideas' application can be downloaded from iOS and Android. David Hanley, Erik Berg, Joshua Heckathorn, and Wayne Rambo founded it in 2015, with its headquarters in Seattle in Washington.

Axio

Series A in 2018
Axio is a leading provider of SaaS-based cyber management software, primarily focused on helping organizations understand and manage their cybersecurity risks. Its flagship platform, Axio360, facilitates collaboration among security leaders, business executives, and board members by providing a unified view of critical corporate risks in financial terms. Since its inception in 2016, Axio has partnered with numerous prominent companies across sectors such as critical infrastructure, energy, manufacturing, and financial services. The software enables organizations to optimize their cyber resilience, quantify exposure, analyze insurance options, and evaluate cybersecurity programs, ultimately supporting informed decision-making regarding cybersecurity priorities and investments.

Wellth

Seed Round in 2018
Wellth is a digital health company based in New York that aims to enhance treatment adherence among individuals with chronic conditions. By leveraging behavioral economics, Wellth addresses the barriers that hinder patients from forming healthy habits and effectively managing their diseases. The company operates a mobile application that provides targeted incentive plans, reminders, and information to motivate users to engage in preventive health behaviors. Its platform not only empowers consumers to improve their adherence to medication and care plans but also helps reduce preventable hospitalizations and healthcare costs. Wellth's approach includes proven outcomes demonstrated through randomized controlled trials, making it a valuable solution for insurers and healthcare providers seeking to improve population health. Through its user-friendly application, Wellth supports members in establishing sustainable healthy habits while generating cost savings for payors.

Aquesta Insurance Services

Acquisition in 2018
Aquesta Insurance Services, Inc. is an insurance provider based in Cornelius, North Carolina, specializing in a range of personal insurance products. Founded in 1982, the company offers automobile, boat, homeowner, renter, and flood insurance, among other services. Originally known as Oswald, Trippe and Company of the Carolinas, Inc., it rebranded to its current name in November 2009. The firm is dedicated to delivering tailored insurance solutions to meet the diverse needs of its clients, ensuring effective protection for their investments. In June 2018, Aquesta Insurance Services was acquired by NFP Corp.

Benefits Network

Acquisition in 2017
Benefits Network is a provider of healthcare reform, compliance, employee benefits, and business insurance solutions.

McCullough Insurance Agency

Acquisition in 2017
McCullough Insurance Agency Inc., founded in 1919 and based in Flagstaff, Arizona, operates as a comprehensive insurance agency offering a wide range of personal and business insurance products. Personal insurance options include auto, homeowners, boat, classic automobile, manufactured/mobile homes, motorcycles, recreational vehicles, and umbrella policies. For businesses, the agency provides general liability, business auto, property, inland marine, and workers' compensation insurance. McCullough Insurance Agency is committed to delivering expert insurance advice and competitive coverage tailored to the needs of its clients, ensuring efficient claims assistance to facilitate quick recovery from losses. As of May 2017, the agency is a subsidiary of NFP Corp.

Hole-in-One U.S.A.

Acquisition in 2017
Hole-in-One U.S.A., founded in 1991 and based in Reno, Nevada, specializes in providing hole-in-one insurance for golf tournaments across the United States. The company offers a range of services that include sponsor signs, tee signs, and coverage for contests and shootouts, catering to various events such as corporate outings, charity functions, and golf course tournaments. Operating as a subsidiary of NFP Corp, Hole-in-One U.S.A. also functions as a risk purchasing group, providing prize indemnity products designed to enhance the promotional aspects of golf events.

The Thomas Insurance Agency of Benton, Inc.

Acquisition in 2017
The Thomas Insurance Agency of Benton, Inc. is an insurance agency based in Benton, Arkansas, that has been serving the local community since its founding in 1960. The agency offers a range of insurance services tailored to meet the needs of individuals, families, and businesses. Its offerings include commercial insurance, home insurance, auto insurance, group health insurance, and life insurance. As of February 1, 2017, the agency operates as a subsidiary of NFP Corp, enhancing its capacity to provide comprehensive insurance solutions.

McLaughlin & Smoak

Acquisition in 2017
McLaughlin & Smoak Benefits is an independently owned and operated benefits agency. McLaughlin & Smoak Benefits team specializes in the customization and successful implementation of large employer benefits strategies.

Serra & DelVecchio

Acquisition in 2017
Serra & DelVecchio, LLC, established in 2008 and headquartered in Middletown, Connecticut, is an insurance agency that provides a range of property and casualty (P&C) products and services. The company specializes in comprehensive insurance solutions tailored for midsized businesses and individuals, including auto, home, business, health, and life insurance. Additionally, it offers human resource services to support its clients. Serra & DelVecchio operates multiple offices across Connecticut, including locations in Shelton, Glastonbury, and South Windsor. As of 2016, the firm functions as a subsidiary of NFP Corp, with Justin DelVecchio serving as Managing Director at NFP Property & Casualty.

Group Force

Acquisition in 2016
En profitant de la force d’un agent général avec une présence nationale, vous ne pourrez que bénéficier des meilleurs avantages. L’équipe de Groupe Force Avantages Sociaux deviendra votre première ressource de soutien administratif stratégique et service à la clientèle en matière d’assurances collectives. N’hésitez pas à nous contacter pour toutes vos questions ou demandes relatives en assurance collective.

Vanorsdale Insurance Services

Acquisition in 2015
Vanorsdale Insurance Services, Inc., founded in 1947 and based in San Diego, California, is an insurance agency that offers a comprehensive range of insurance solutions. The company provides life and non-life insurance services, including business, personal, and medical insurance, as well as commercial and personal property and casualty coverage. In addition to traditional insurance offerings, Vanorsdale Insurance Services specializes in employee benefits, risk analysis, and consulting services, ensuring that clients receive tailored support for their insurance needs. As of December 2015, the company operates as a subsidiary of NFP Property & Casualty Services, Inc., continuing its commitment to delivering high-quality insurance services to clients.
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