National Insurance and Wealth Management Firm Adds Local Agency to Mix

Benefit Commerce Group, an Alera Group Company, is pleased to announce that Schwartz Insurance Agency, also based in Scottsdale, has joined Alera Group.

With over 3,000 employees, Alera Group is a top independent, national insurance and wealth management firm, providing employee benefits, property and casualty, retirement services and wealth management solutions to clients nationwide. The unique approach of Alera Group combines national resources and best practices with the personal, localized service of each individual firm.

Schwartz Insurance joins Alera Group as a division of BCG, a Scottsdale based employee benefits consulting firm. Schwartz Insurance Agency specializes in Commercial Property & Casualty insurance providing a wide range of services including risk management, claims administration and analysis, education, training and benchmarking.

“Schwartz Insurance Agency is a trusted leader in the insurance industry,” said Alan Levitz, CEO of Alera Group. “Focused on achieving measurable outcomes, the firm produces long-term, mutually beneficial business relationships with clients. Adding Schwartz Insurance Agency to the Alera family will expand our footprint in Arizona and strengthen our commercial insurance expertise.”

“We are pleased to bring Schwartz Insurance into Alera Group,” said Scott Wood, Managing Partner and Principal of BCG. “As Alera Group expands, we look for like-minded, quality firms to join our ranks. With the addition of Schwartz Insurance, BCG is expanding the scope of services that we deliver to clients. We can now provide all of the Employee Benefits as well as Property & Casualty insurance solutions that businesses require through our comprehensive offerings and industry-leading platform.”

“As an Alera Group firm, we are able to expand our reach and provide clients even more services,” said Alan “Duke” Schwartz, Managing Principal at Schwartz Insurance Agency. “The strength of the national resources combined with the power of local relationships will enhance our growth as an organization and best serve our clients.”

Alera Group is an independent, national insurance and wealth management firm with more than $850 million in annual revenue, offering comprehensive employee benefits, property and casualty insurance, retirement services and wealth management solutions to clients nationwide. By working collaboratively across specialties and geographies, Alera Group’s team of more than 3,000 professionals in more than 120 offices provides creative, competitive services that help ensure a client’s business and personal success.

Benefit Commerce Group (BCG), an Alera Group Company, is a progressive and results-driven employee benefits consulting and brokerage firm. We are committed to creating benefit plans and strategies that make life easier and better for HR teams and that provide the best cost-effective value for employers, employees and families. We do this through collaboration—with our clients, our own experienced team, and with other Alera Group firms across the nation. Alera Group is the nation’s 11th largest privately held employee benefits firm, providing powerful solutions in employee benefits, property & casualty, and wealth management for clients across the country. BCG is a four-time honoree on the Inc. 5000 listing of the fastest growing private companies in America.

Schwartz Insurance Agency provides strategic consulting, risk management and insurance services to businesses across the U.S. We believe in mutually beneficial partnerships and design solutions that create long-term value for our clients. At Schwartz Insurance, performance is measured and trust is earned.