Author: tegan

TWFG Insurance Acquires American Insurance Strategies, “AIS,” Expanding Its National Retail Footprint In The States Of Ohio and Wisconsin

TWFG leverages acquisition opportunities to expand its national footprint, following 22 years of year-over-year organic double-digit growth.

 The Woodlands, TX [December 6, 2022] The Woodlands Financial Group subsidiary TWFG Insurance Services LLC, announced its acquisition of American Insurance Strategies, located in the Dayton, Ohio and Milwaukee, Wisconsin areas. TWFG Insurance is currently ranked #1 in privately owned agencies for personal lines coverage in Texas and Louisiana, #8 nationally for personal lines coverage, and #28 nationally for all lines which includes commercial and small business, as per the 2022 Insurance Journal.

AIS has $18 million in written premium and was established in February 2009 by Craig Kuhr, Dan Manley, and Doug Fellows with a combined 75+ years of experience in the insurance industry. “The expertise and leadership they bring to TWFG Insurance will ensure we have a strong foundation in the region as we continue to grow,” TWFG Founder and President Gordy Bunch said in a statement. Katherine Nolan, Chief Operating Officer of TWFG Insurance, added: “We look forward to serving the communities and families of Ohio and Wisconsin, with the same principle of ‘Our Policy is Caring’ as we have for two decades now. We treat our customers like family, not policies, and we know this was a deciding factor in AIS choosing to join the TWFG Family.”

“We are incredibly proud of what we achieved at AIS since its inception, and the quality of service we have provided to our customers. Now that we are part of the TWFG Family, it will further enhance our ability to deliver what our customers need, and we couldn’t be happier with our decision,” AIS President Craig Kuhr said in a statement.

Helfer & Associates advised American Insurance Strategies LLC on the transaction, while Schwell Wimpfheimer & Associates provided legal counsel.

TWFG Insurance Crosses The Billion-Dollar Mark in Written Premium

With 22 years of organic double-digit growth and strategic acquisitions in 2022, TWFG is setting the foundation for a profitable future of sustained growth.

THE WOODLANDS, Texas, Nov. 22, 2022 /PRNewswire/ —

TWFG Insurance recently announced reaching its key financial milestone of a billion dollars in written premium this fall, and that it’s on track to follow an unprecedented 22 years of double-digit growth going into 2023.

“Our Policy is Caring,” states Chief Marketing Officer Alex Bunch, “which fosters a culture of treating our customers like people, not policies. When you truly serve your communities, and have their best interests at heart, referral business comes easy, and it has been fueling organic growth for TWFG Insurance for over two decades.

Key acquisition efforts have also come to fruition in 2022, expanding TWFG’s geographic footprint, while ushering in new leaders who are committed to building the next chapter of growth. Gordy Bunch, Founder and CEO of TWFG Insurance, stated: “The insurance industry has changed in many ways since I founded this company, but one thing never changes—the need to continually evolve and grow to remain relevant, and finding passionate insurance professionals who want to make a difference and be part of building a great company.”

Mockingbird Insurance Group, out of Dallas, Texas, with $3.5M in written premium, and American Insurance Strategies in Dayton, Ohio, with $18M in written premium, are the two latest agencies to join TWFG, bringing their national agency count to 481.

The Woodlands Financial Group, or TWFG Insurance, is a nationally recognized insurance company based in The Woodlands, TX. Since its founding in 2001, TWFG has rapidly grown into the number one privately owned insurance agency in Texas and Louisiana, and number eight in the nation for personal lines, operating storefronts in 28 states. With 481 TWFG branches and over 3,000 independent agents, TWFG Insurance continues to provide its clients across the country with trusted access to insurance with a high standard of customer care. Rankings provided by Insurance Journal.

To learn more about TWFG Insurance, visit www.twfg.com.

Contact: Alex Bunch
alex@twfg.com

TWFG Insurance Continues to Innovate with Two New Virtual Agency Models

The Woodlands, TX [February 24th, 2021] TWFG Insurance introduces two new Virtual Agency models for prospective agency owners to consider. These new models provide agents across the nation the opportunity to work from home or other virtual environments with the industry-leading, back-office, and technological support needed to successfully build a thriving business.

“After 20 years of steady growth, one thing we’ve learned is that every challenge we face is an opportunity to innovate and evolve,” said TWFG Insurance Founder and CEO Gordy Bunch. “Adding the two new Virtual Agency options to our extensive offerings provides the flexibility, strength, and support needed to succeed as an independent agent in this new world,” said Bunch.

With both a “Limited-Service Agreement” and “Full-Service Agreement” options, TWFG Insurance will provide agents with the security and backing they need while allowing them to retain the level of independence they want. Agency management software, extensive marketing, and billing support, as well as ongoing training and development opportunities are just a few of the vital components that each model provides.

TWFG Insurance, or The Woodlands Financial Group, is a nationally recognized insurance agency based in The Woodlands, TX, founded in 2001. TWFG has rapidly grown into the number one privately owned insurance agency in Texas and Louisiana and number ten in the nation for personal lines, according to Insurance Journal.

To learn more about TWFG Insurance’s Virtual Agency offerings, visit www.twfg.com/freedom.

TWFG Insurance

Contact: Gordy Bunch

gordy@twfg.com

TWFG Insurance Opens New Branch in Sugar Land, Texas

Branch owner Tim Liu set to open Sugar Land’s newest branch of TWFG Insurance.

Sugar Land, TX [October 15th, 2020] TWFG Insurance recently announced its newest branch at 14090 Southwest Frwy., Suite 300, in Sugar Land, Texas. TWFG Tim Liu Insurance joins nearly 400 TWFG branches across the nation in providing reliable and affordable insurance to their local community.

Branch owner Tianwen “Tim” Liu is excited to bring the quality coverage TWFG Insurance is known for to his clients in the Sugar Land area. “TWFG provides me more than 400 carriers that I can write through so that I will have the best solutions for my customers,” said Tim while explaining what opening a new branch of TWFG Insurance means for those looking for insurance in the Sugar Land area. TWFG Tim Liu Insurance will provide residents with dedicated and knowledgeable agents who can work with multiple carriers to find them the coverage they need at the best rate possible.

The Woodlands Financial Group, or TWFG, is a nationally recognized insurance company based in The Woodlands, TX. Since its founding in 2001, TWFG has rapidly grown into the number one privately owned insurance agency in Texas and Louisiana, and number eight in the nation, for personal lines, according to Insurance Journal. With nearly 400 TWFG branches and over 3,000 independent agents, TWFG Insurance continues to provide its clients across the country with trusted access to insurance with a high standard of customer care.

To learn more about TWFG Insurance, visit www.twfg.com.

TWFG Insurance to Open New Branch in Southwest Houston

Lincoln Kariuki becomes TWFG Insurance’s newest Houston area branch owner

Houston, TX [October 13^th, 2020] TWFG Insurance is excited to announce the opening of their newest branch at 6464 Savoy Dr., Suite 730, in Houston, TX. TWFG Lincoln Kariuki Insurance is excited to provide customers in the Houston area with comprehensive insurance coverage at a price they can afford.

Branch owner Lincoln Kariuki joins nearly 400 TWFG Insurance branches nationwide in bringing quality personal and commercial insurance coverage to their clients. As a part of TWFG’s unique business model, Kariuki now has access to hundreds of carriers, allowing him to find the best rates possible for his clients. “I have the tools now to face the competition… Also, I like working with my customers, and having a way to source whatever policy fits their needs,” said Kariuki when explaining what his new branch of TWFG Insurance will mean for his customers in the Houston area.

The Woodlands Financial Group, or TWFG, is a nationally recognized insurance company based in The Woodlands, TX. Since its founding in 2001, TWFG has rapidly grown into the number one privately owned insurance agency in Texas and Louisiana, and number eight in the nation, for personal lines, according to Insurance Journal. With nearly 400 TWFG branches and over 3,000 independent agents, TWFG Insurance continues to provide its clients across the country with trusted access to insurance with a high standard of customer care.

To learn more about TWFG Insurance, visit www.twfg.com.

TWFG Insurance Continues to Expand with a New Branch Opening in Humble, Texas

Branch owner Coye Roane to open a new branch of TWFG Insurance.

Humble, TX [October 9^th, 2020] TWFG Insurance is excited to announce the opening of TWFG Coye Roane Insurance at 907 E Main Street in Humble, Texas. TWFG Coye Roane Insurance will provide Humble area residents with trusted insurance advisors who can shop hundreds of carriers to help their customers find the coverage they need.

Branch owner Coye Roane is proud to have the opportunity to open her own business, even amid an unprecedented pandemic. “Over the last couple of years, I’ve thought it is time to open my own agency, be my own boss. Since the pandemic, I had been working from home and realized that I could do this,” said Coye when talking about why she decided to open a branch amid such uncertainty. “I feel proud to work for a company where I feel valued, motivated, and capable of reaching my full potential. My goal is to be a trusted advisor to my clients and build my business through long-lasting relationships,” continued Roane.

The Woodlands Financial Group, or TWFG, is a nationally recognized insurance company based in The Woodlands, TX. Since its founding in 2001, TWFG has rapidly grown into the number one privately owned insurance agency in Texas and Louisiana, and number eight in the nation, for personal lines, according to Insurance Journal. With nearly 400 TWFG branches and over 3,000 independent agents, TWFG Insurance continues to provide its clients across the country with trusted access to insurance with a high standard of customer care.

To learn more about TWFG Insurance, visit www.twfg.com.

TWFG Insurance Continues to See Growth Amid Unprecedented Pandemic

New Branch, TWFG Casey Cato Insurance, Opens in Houston, Texas.

Houston, TX [October 6^th, 2020] TWFG Insurance is announcing its newest branch in Houston, Texas. TWFG Casey Cato Insurance is now open and serving clients in and around the Houston area. Branch owner Casey Cato is looking forward to providing customers with reliable insurance coverage at a price they can afford.

Cato, an experienced insurance agent, brings her talent and years of experience to TWFG, where she was excited to take control of her career and become an independent business owner. Even amid an unprecedented pandemic full of uncertainty, Cato was able to gain the support needed to start a new business through TWFG Insurance’s unique business model. “As a TWFG Branch Owner, I have the opportunity to own my own revenue stream and make all the decisions about my agency while also having the unparalleled support from training, to systems marketing to service after my sales that TWFG Insurance provides,” said Cato.

The Woodlands Financial Group, or TWFG, is a nationally recognized insurance company based in The Woodlands, TX. Since its founding in 2001, TWFG has rapidly grown into the number one privately owned insurance agency in Texas and Louisiana, and number eight in the nation, for personal lines, according to Insurance Journal. With nearly 400 TWFG branches and over 3,000 independent agents, TWFG Insurance continues to provide its clients across the country with trusted access to insurance with a high standard of customer care.

To learn more about TWFG Insurance, visit www.twfg.com.

TWFG Insurance Ranks 27th Among Insurance Journal’s Top 100 Property/Casualty Agencies

TWFG Insurance retains its national ranking among top independent agencies for the third year.

The Woodlands, TX [August 13th, 2020] TWFG Insurance was named to Insurance Journal’s annual Top 100 Independent Property/Casualty Agencies report, marking their sixteenth consecutive appearance on the list. For the third year in a row, TWFG

Insurance ranks 27th among 2020s top 100 insurance companies in the nation, with over $600 million in written property and casualty premiums and over $83 million in total revenue. TWFG also ranks 10th among the Top 50 Personal Lines Agencies in the nation and 1st in its home state of Texas and Louisiana.

“Being a part of the Top 100 is a tremendous honor,” said Gordy Bunch, Founder, President, and CEO of TWFG Insurance. “Given that there are over 38,000 agencies in the U.S., being among the Top 100 puts our organization alongside the best in our business. The hard work and commitment of everyone here at TWFG Insurance have allowed us to grow from 88th on the list to 27th in just 15 short years, an incredible feat.”

With a focus on innovation and customer service, TWFG Insurance continues to find and create best practices that provide clients with trusted access to insurance, allowing for growth while also maintaining a high standard of customer care. Looking forward, TWFG Insurance is dedicated to advancing last year’s growth throughout 2020 by focusing on adaptation. As the COVID-19 pandemic continues to shift the way business is conducted, TWFG has significantly invested in technology and digital platforms that allow its agents to serve their customers virtually without sacrificing the integrity and commitment they have become known for.

Insurance Journal’s Top 100 List

Each year Insurance Journal gives a glimpse at some of the nation’s most successful independent insurance agencies and brokerages within their Top 100 issue. Each year’s Top 100 list is ranked by total property/casualty agency revenue for the previous year and comprises only those agencies whose business is primarily retail, not wholesale. According to Insurance Journal, “All information in this report has been garnered from voluntary online submissions from agencies and brokerages and best estimates based on other public information sources.”

To learn more about TWFG Insurance, visit www.twfg.com.

TWFG Insurance Services Acquires Panoptic Insurance

April 21, 2020

THE WOODLANDS, Texas – TWFG Insurance Services, LLC (TWFG), is pleased to announce it has completed the acquisition of Panoptic Insurance’s personal and commercial insurance business. The acquisition is effective April 17, 2020.

TWFG Insurance Services is a full-service, national retail insurance agency with over 386 locations in 18 states and approximately $610 million in premium. The acquisition marks another important step forward for TWFG as the company continues to deepen its specialty service offerings, broaden its national footprint, and continue its steady growth trajectory.

TWFG has been ranked by Insurance Journal as #1 in Texas and Louisiana among privately-owned, independent insurance agencies for personal lines, #10 nationally for personal lines, and #27 nationally for all lines of business.

Gordy Bunch, founder and President of TWFG, commented, “This is an exciting opportunity for us. This acquisition increases the value we can deliver to our agency partners, strengthens our well-defined business model, and adds thousands of customers to the TWFG family.”

Arden Hetland, President of Panoptic Insurance, added, “We are incredibly proud of what we have achieved with Panoptic over the years and the quality of service we have provided to our customers. With shared values, heritage and community, we are confident TWFG will continue its long tradition of putting customers first.”

About TWFG Insurance Services LLC

TWFG Insurance Services LLC, headquartered in The Woodlands, Texas, is a privately-owned national retail insurance services company and a wholly owned subsidiary of The Woodlands Financial Group, which includes TWFG General Agency LLC, TWFG Premium Finance LLC, and The Woodlands Insurance Company. The Woodlands Financial Group was founded in 2001 by Richard F. “Gordy” Bunch III and has steadily grown to approximately $850 Million in written premium. For more information, please visit www.twfg.com.

About Panoptic Insurance

Panoptic® Insurance, headquartered in The Woodlands, Texas, is a privately-owned national independent insurance agency that provides comprehensive insurance solutions. Panoptic Insurance was founded in 2008 by Arden Hetland in an effort to provide a “consumer first” insurance solution, giving them the knowledge needed to properly protect their assets.

For more information, please contact:

Katherine Nolan, TWFG Chief Operating Officer, knolan@twfg.com, 281-466-1117

TWFG Safe 2 Save Feeding the Frontline

THE WOODLANDS, Texas, April 16, 2020

TWFG Insurance is once again partnering with Safe 2 Save to help support Feeding the Frontline, a grassroots community effort in Montgomery County during the Coronavirus Pandemic.

Safe 2 Save is a mobile app loyalty program that rewards you with points for undistracted driving that you can then redeem with local partners for free and discounted food or services.

Now people using the app can donate their points to Feeding the Frontline, a mission initiative of Reflective Life Ministries, who are partnering with local restaurants to feed our Healthcare Heroes— those working tirelessly to save lives in our community during these uncertain times. For every 1000 points redeemed, TWFG Insurance will contribute $2 to Feeding the Frontline, up to $2,500.

“We wanted to find a way to let people contribute or donate without leaving their homes, to a group of folks who are making a tremendous impact in our community. Carla McDougal, (founder of Reflective Life Ministries) and her team are a true example of giving back” says Gordy Bunch, Founder and CEO of TWFG Insurance.

The Safe 2 Save app can be downloaded from the Apple and Google Play Stores, and users can search for TWFG to contribute to the cause.