Inszone Insurance Services, a Sacramento-based national insurance brokerage, has acquired Legacy Partners Insurance Services, expanding its footprint across southeast Michigan.
The deal brings Legacy Partners into the Inszone portfolio. Founded in 2013 by Joe Graham, the agency grew its presence across southeast Michigan over more than a decade, building its client base through strategic book acquisitions and key leadership hires, including Kristie Parrish, Cale Johnson, and Dave Peabody.
Following the acquisition, the Legacy Partners team will continue to operate from its Harrison Township base. Graham will remain engaged as an agency partner, focusing on growth within Michigan and developing carrier relationships across the state. Legacy Partners’ COO Cale Johnson will transition into a new position as general counsel for Inszone.
Legacy Partners offers clients a comprehensive insurance services, including personal, commercial, group benefits, life, and more.
Legacy Partners president Dave Peabody said, “When looking toward the future of Legacy Partners, it was crucial that we team up with an organization that aligned culturally with who we are.
“We wanted a partner that does business the way we do, providing a wonderful landing spot where our team could not just continue their work, but grow and ascend in a new organization. Inszone checked all those boxes for us. We like to say they are just like us, but on a bigger scale.”
Inszone Insurance Services CEO Chris Walters said, “Joe, Dave, Kristie, Cale, and the entire team at Legacy Partners have built an exceptional agency that perfectly aligns with our core values.
“Their dedication to being a comprehensive, one-stop shop for their clients makes them a fantastic addition to our organization. We are excited to provide them with the robust resources of a national platform while preserving the laid-back, professional local culture that made them so successful in Michigan.”
Founded in 2002 and headquartered in Sacramento, California, Inszone Insurance Services is a full-service insurance brokerage offering property and casualty cover alongside employee benefits solutions. The firm has grown both organically and through acquisition, and now operates across more than 20 US states, with further nationwide expansion planned.
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