Alliance Insurance Group
Alliance Insurance Group is a Montgomery, Alabama-based employee benefits consultancy serving 200+ employer clients and nearly 20,000 covered lives with health, dental, disability, voluntary, and captive benefits, supported by a co-branded enrollment platform, analytics, and HR compliance partnerships under the Patriot Growth Insurance Services umbrella.
- Company typePrivate
- Founded2005
- HeadquartersMontgomery, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Alliance Insurance Group does
Alliance Insurance Group is a privately held employee benefits consultancy headquartered in Montgomery, Alabama, with a secondary office in Opelika. Founded circa 2005, the firm designs, implements, and manages comprehensive employee benefits programs for more than 200 employer clients covering nearly 20,000 lives across industries including manufacturing, healthcare, municipalities, construction, automotive, and professional services. Its core offering spans health plans, pharmacy benefit consulting, dental, disability income, voluntary benefits, life insurance, HSA/FSA/HRA administration, and reinsurance/stop-loss coverage, complemented by enrollment services, healthcare compliance support, health data analytics, and captive healthcare solutions.
The technology stack is built on third-party infrastructure rather than proprietary systems: benefits administration and enrollment run on a co-branded platform called Alliance Enroll powered by Employee Navigator, while HR and compliance support is delivered through a partnership with Mineral, and HR resources are accessed via a ThinkHR client portal. A wealth-care/flex portal integration supports consumer-directed benefits administration. The firm offers a Health Data Analytics reporting service covering claim utilization, shock-claim summaries, normative comparisons, medical cost distribution, stop-loss trigger reports, and preventable-condition analyses.
Alliance generates revenue primarily through insurance carrier commissions on placed employee benefits coverage, augmented by consulting and administrative service fees. Go-to-market is sales-led, executed by a team of Benefit Counselors and Agency Principals supported by a national strategic advisor network accessed through its 2024 founding membership in Patriot Growth Insurance Services, LLC. Customer acquisition leverages direct relationships, compliance webinars, client testimonials, and partner referrals, with no public pricing and a quote-based commercial model. The firm operates as a division of Patriot Growth Insurance Services, a strategic operating parent that provides scale and network advantages beyond what an 11–50 person regional agency could achieve independently.
Alliance Insurance Group firmographics
Firmographics- Name
- Alliance Insurance Group
- Legal name
- Patriot Growth Insurance Services, LLC
- Website
- https://allianceinsgroup.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Alliance Insurance Group is a Montgomery, Alabama-based employee benefits consultancy serving 200+ employer clients and nearly 20,000 covered lives with health, dental, disability, voluntary, and captive benefits, supported by a co-branded enrollment platform, analytics, and HR compliance partnerships under the Patriot Growth Insurance Services umbrella.
- Ownership category
- akta.pro rank
Alliance Insurance Group industry classification
Industry- Product category
- Employee Benefits Insurance Brokerage
- NAICS
- Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242), Other Insurance Related Activities (52429)
- SIC
- Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Large Group Health Insurance (Mid-Market & National Accounts) (FSAIAFAE)
- akta.pro secondary industries
- Small Group Health Insurance (2–50/100) (FSAIAFAD), Association & PEO Group Health Plans (AHP/PEO-Sponsored) (FSAIAFAH), Employer-Sponsored Dental & Vision (Group) (FSAIAHAH), Group/Employer-Sponsored Critical Illness & Hospital Indemnity (FSAIAKAD)
Keywords
Where Alliance Insurance Group is headquartered
LocationHeadquarters
- HQ city
- Montgomery
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Alliance Insurance Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Insurance Commissions: Revenue generated through commissions from insurance carriers for placing employee benefits coverage including health plans, dental, life insurance, disability income, and voluntary benefits. As a founding member of Patriot Growth Insurance Services, one of the largest insurance agencies in the country.
Go-to-market motion1 record
Distribution channels4 records
Marketing channels4 records
Alliance Insurance Group product offering
Product offeringCore offering
Alliance Insurance Group is an employee benefits brokerage and consultancy that designs, places, and administers group insurance programs for employers. Its core offering combines health, dental, vision, life, disability income, voluntary, and stop-loss/reinsurance coverage with consulting, enrollment, compliance, analytics, and benefits administration delivered through the co-branded Alliance Enroll platform and the True Network partner ecosystem.
Product overview
Alliance Insurance Group is an employee benefits consultancy that offers a coordinated portfolio of insurance and administrative products for employers. The core offering spans health plans, pharmacy consulting, dental, disability income, voluntary benefits, life insurance, and HSA/FSA/HRA accounts. These are complemented by a proprietary co-branded benefits administration platform called Alliance Enroll (powered by Employee Navigator), enrollment services, health care compliance support, health data analytics reporting, HR support via Mineral, and captive healthcare solutions. The suite of products is designed to work together as a comprehensive employee benefits ecosystem, helping employers plan, design, implement, and manage cost-efficient benefits programs.
Differentiator
Problem solved
Functional benefit
Products and services
- Health Plans Design and administration of group health insurance plans tailored to an employer's culture and financial goals, including plan evaluation, financial options, and new plan implementation for both fully insured and self-funded groups.
- Rx (Pharmacy Benefit) Consulting Pharmacy benefit consulting working with Pharmacy Benefit Managers (PBMs) to provide customizable and sustainable drug-cost solutions for self-funded plans, including clinical solutions.
- Reinsurance (Stop-Loss Coverage) Risk management through reinsurance products including specific coverage, aggregate coverage, and captive solutions to protect self-funded plans against high-dollar claims.
- Dental Plans Dental coverage options complementing medical plans, including network evaluation, benefits options, and funding arrangement support.
- Disability Income Group income protection insurance covering short-term and long-term disability for employees.
- Voluntary Benefits Employee-paid voluntary insurance offerings including critical illness, accident coverage, and supplemental life insurance.
- Life Insurance Group life insurance products including term life, whole life, and keyman insurance for legacy planning and financial security.
- HSA/FSA/HRA Administration Tax-advantaged account administration including Health Savings Accounts, Flexible Spending Accounts, and Health Reimbursement Accounts for managing healthcare expenses.
- Alliance Enroll (Benefits Administration & Enrollment Platform) Co-branded benefits administration and enrollment platform powered by Employee Navigator that enables HR staff to securely manage all employee benefit plans and participants from a single portal.
- Enrollment Services End-to-end benefits enrollment services including group presentation meetings, one-to-one enrollment, paper-based and online e-signature enrollment, and benefit administration system support.
- Health Care Compliance Services Compliance guidance including ACA requirements, liability assessment, SBC management, DOL audit documentation, required notices, and an online HR compliance library.
- Health Data Analytics Claims data analytics providing reports on utilization, cost distribution, shock claims, normative comparisons, stop-loss triggers, and preventable conditions to inform employer benefits strategy.
- HR Support HR advisory services delivered through a partnership with Mineral, providing employers with up-to-date HR and compliance expertise via a mix of data, technology, and human advisors.
- Captive Healthcare Solutions Healthcare captive programs for small to mid-sized employers offering cost protection, access to Rx consortiums, and point solutions for cost control without new laser contracts.
Quantifiable outcome
- Over 200 employer clients served
- +1 more outcomes
Companies that use Alliance Insurance Group
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles3 records
Alliance Insurance Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature3 records
Alliance Insurance Group partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core, major and supporting.
- Patriot Growth Insurance ServicescoreAlliance Insurance Group is a founding member of Patriot Growth Insurance Services, LLC. This relationship makes Alliance part of one of the largest insurance agencies in the country. Patriot Growth Insurance Services is the parent company and provides the broader network and scale advantages.
- Employee NavigatorcorePartnership for the Alliance Enroll™ platform - a co-branded Human Resources Empowerment platform that allows HR personnel to securely manage all employee benefit plans and participants from a single platform. Powers enrollment and benefits administration services.
- Mineral™majorPartnership to provide clients with HR and compliance support. Powered by an innovative mix of data, technology and human expertise, Mineral helps keep employers up to date on the latest HR and compliance needs.
- ThinkHRsupportingClient login portal for HR compliance resources and support services provided to Alliance clients.
- True NetworkmajorAlliance is a member of the True network, providing vetted access to strategic advisors including CPA's, Tax Consultants, Expense Analysts, Investment Bankers, Private Equity, Fractional C-Suite, Payroll Providers, and Law Firms. The network includes 0 partner agencies, multiple office locations, and numerous professionals.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Alliance Insurance Group competitors and assessment
Company assessmentDirect peers
- Brown & Brown: National insurance brokerage with a sizable employee benefits segment and growing analytics/consulting practice; competes for the same mid-market employer accounts as Alliance.
- USI Insurance Services: Top-10 U.S. insurance brokerage with deep employee benefits practice serving mid-sized and large employers; comparable product breadth, captive solutions, and analytics capabilities.
- Holmes Murphy: Independent employee benefits brokerage focused on mid-sized employers with self-funded, stop-loss, and analytics capabilities — closely comparable to Alliance's mid-market self-funded specialty.
- Cottingham & Butler: Mid-sized U.S. insurance brokerage with employee benefits, risk management, and captive consulting practices serving employers similar in size and complexity to Alliance's book.
- Hub International: Large North American insurance brokerage with strong middle-market benefits consulting capabilities, similar multi-line benefits product offering, and PE-backed growth history.
- OneDigital: Large U.S. employee benefits and wealth advisory brokerage with a similar mid-market employer focus, full benefits product suite, and analytics-driven consulting model — directly comparable in target customer and offering.
Broad incumbents
- Marsh McLennan Agency: Middle-market arm of Marsh McLennan providing employee benefits and insurance brokerage to mid-sized employers; comparable customer profile but with substantially greater scale and resources.
- Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm with significant U.S. employee benefits consulting; broader and larger than Alliance but overlapping in target customers and product set.
- NFP (Aon): Large U.S. insurance brokerage (now part of Aon) with a deep employee benefits and middle-market focus; comparable customer base and product breadth but materially larger scale than Alliance.
Others
- Patriot Growth Insurance Services: Alliance's parent company and one of the largest U.S. insurance agency platforms; comparable because Alliance operates as a division of Patriot, sharing carrier relationships, back-office, and growth playbook.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Alliance Insurance Group social profiles
Digital presenceAlliance Insurance Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Alliance Insurance Group leadership team
Management profileNumber of profiles
Profiles9 records
Alliance Insurance Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Alliance Insurance Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Alliance Insurance Group
What does Alliance Insurance Group do?
Alliance Insurance Group is an employee benefits brokerage and consultancy that designs, places, and administers group insurance programs for employers. Its core offering combines health, dental, vision, life, disability income, voluntary, and stop-loss/reinsurance coverage with consulting, enrollment, compliance, analytics, and benefits administration delivered through the co-branded Alliance Enroll platform and the True Network partner ecosystem.
Is Alliance Insurance Group a public or private company?
Alliance Insurance Group is a private company. It is classified as corporate owned and is currently operating.
When was Alliance Insurance Group founded?
Alliance Insurance Group was founded in 2005. It employs 11 to 50 people.
Where is Alliance Insurance Group based?
Alliance Insurance Group is headquartered in Montgomery, United States, in the North America region.
How does Alliance Insurance Group make money?
One revenue line is on record: insurance Commissions.
Who are Alliance Insurance Group's main competitors?
Direct peers on record are Brown & Brown, USI Insurance Services, Holmes Murphy, Cottingham & Butler, Hub International and OneDigital. Broad incumbents are Marsh McLennan Agency, Arthur J. Gallagher & Co. and NFP (Aon). Patriot Growth Insurance Services is listed as an others.
Does Alliance Insurance Group have an API?
No public API is recorded for Alliance Insurance Group.
What industry is Alliance Insurance Group in?
Alliance Insurance Group's product category is Employee Benefits Insurance Brokerage. Its primary akta.pro industry code is FSAIAFAE, Large Group Health Insurance (Mid-Market & National Accounts), with a secondary code of FSAIAFAD, Small Group Health Insurance (2–50/100). Its NAICS code is 52421 and its SIC code is 6411.