Inszone Insurance Services Acquires First West Insurance Agency
Inszone Insurance Services Welcomes First West Insurance Agency
Inszone Insurance Services, a renowned provider in the insurance market, has successfully acquired First West Insurance Agency. This merger marks a significant step in Inszone's commitment to expanding its service potential across California, enhancing the personalized service provided to existing and future clients.
A Legacy of Client Advocacy
First West Insurance Agency boasts a rich history, having been established in 1968 as Shearer Insurance. In 1979, it merged with the First West Insurance Agency, inheriting the name while enhancing their ability to serve clients throughout California. The agency has built a strong reputation for diligently advocating for client needs, ensuring coverage that best fits individual circumstances and budgets.
Leadership and Community Impact
Phil Shearer, who joined the agency in early 1983 after graduating from San Diego State, has played a crucial role in its development. He initially began his career as a commercial lines agent and gradually took on more responsibilities until he became leader of the agency. Joining the team in 1998, Kristen Shearer has contributed significantly by overseeing accounting responsibilities, allowing for a focus on exceptional customer service.
Integration Plans with Inszone
Chris Walters, CEO of Inszone Insurance Services, expressed enthusiasm about the merger, stating, "Phil and Kristen Shearer have cultivated a culture of personal advocacy that resonates with Inszone’s core values. We look forward to merging our operations and continuing the tradition of service excellence with enhanced support and resources.”
Continued Excellence After Transition
Phil and Kristen Shearer will remain with Inszone for a transitional period, assuring clients and staff that the high standards and services established will continue. The First West team will operate from Inszone’s Huntington Beach location, benefitting from a wider array of carriers and increased back-office support while maintaining a strong local presence.
Future Growth and Announcements
With an eye on future growth, Inszone Insurance Services plans to make additional key acquisition announcements soon, reaffirming its mission to provide top-tier insurance solutions across the country. The company has already established a broad reach with 68 locations spanning multiple states, emphasizing their commitment to growth.
Commitment to Innovative Insurance Solutions
Founded in 2002 and headquartered in Sacramento, California, Inszone operates as a full-service insurance brokerage firm covering a wide range of property, casualty, and employee benefit insurance. The management team’s experience and strategic acquisitions showcase Inszone’s dedication to both organic and expansive growth in the insurance sector.
Frequently Asked Questions
What led to the merger between Inszone and First West Insurance Agency?
The merger was primarily aimed at enhancing service offerings and expanding Inszone’s reach within California.
Who are the key figures at First West Insurance Agency?
Phil and Kristen Shearer have led First West Insurance Agency, emphasizing personalized service and client advocacy throughout their tenure.
What changes can clients expect after the integration?
Clients will benefit from additional resources, broader carrier options, and continued personal service under an established team during the transition.
How does Inszone plan to continue growing?
Inszone aims to make further acquisitions and maintain its mission to deliver exceptional insurance solutions nationally.
What is the history of First West Insurance Agency?
Founded in 1968, First West Insurance Agency has focused on client advocacy and personal lines insurance throughout its history.
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