Insurance recommendations for Rollup Platform?

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September 09, 2024

by a searcher from The University of Chicago - Booth School of Business in Chicago, IL, USA

Does anyone have any insurance brokers/groups they'd recommend that could help us navigate and quote insurance policies for a rollup platform? I'm in the process of a rollup in the B2B services space and we're looking for someone with expertise in a one policy multiple insured businesses type of strategy.

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Reply by a searcher
from University of Virginia in Phoenix, AZ, USA
Benjamin, I recently put my search on hold because through the search I was offered equity to serve as the General Counsel/Division Head to a growing wholesale insurance provider. We work with tons of brokers nationwide. You may need to go to more than one broker to meet your needs because the brokers who sell your health insurance plan and other benefits are often not expert in selling your general liability and other insurance that you need to operate your business. You could also have some issues with a single policy if the companies you are rolling up are in multiple states due to the regulations of certain states. Let me know your geography and I can recommend some brokers.
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Reply by an investor
from University of Pennsylvania in Dallas, TX, USA
Hi Benjamin. I'm a former search operator and current CEO of Aspen HR. As a PEO, we are able to put multiple companies on the same policy for medical, ancillary and workers comp. Please reach out at redacted We have helped several other searchers, indep sponsors and PE groups with this strategy. Here's a podcast from a current client discussing this. https://podcasts.apple.com/nz/podcast/mark-sinatra-of-aspen-hr-pete-wong-of-modis/id1458664658?i=###-###-####
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