Alera Group acquires CA-based group plans insurance firm

Acquisition boosts insurance firm’s presence and product portfolio in the region

Alera Group acquires CA-based group plans insurance firm

Insurance News

By Lyle Adriano

Alera Group has acquired Shepler & Fear General Agency (SFGA) in Roseville, CA.

The transaction was effective May 01, 2019.

SFGA, founded in 2009, specializes in large group, small group, and self-funding plans. The firm says it works closely with their broker partners in a “consultative approach” to increase sales success.

Following the transaction, SFGA will join Alera Group’s general agency unit in California, Dickerson Insurance Services. A release said that all SFGA employees will continue to operate out of the firm’s existing location in Roseville under the name Dickerson Insurance Services, an Alera Group Company.

“Shepler & Fear is an outstanding firm. We welcome them to Alera Group and Dickerson Insurance Services with excited anticipation of the growth to come as both general agencies extend their presence and their product portfolio throughout California,” said Alera Group CEO Alan Levitz.

Levitz added that SFGA’s commitment to providing the best tools to their brokers to ensure an exceptional client experience is “tightly aligned with Alera Group’s mission.”

“It is thrilling to join Alera Group, one of the leading national firms in our industry, as we continuously seek to create elevated client experiences for our brokers,” remarked SFGA managing partner David L. Fear Sr.

In March, Alera Group acquired another agency in California – Dohrmann Insurance Agency. Dohrmann Insurance Agency offers employee benefits and P&C products, with a specialization for serving the agriculture and construction industries.


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