Acquired by Cool Insurance Group was acquired by Arthur J. Gallagher & Co. in May 2021, indicating integration into a global broker network and access to Gallagher’s broader carrier relationships and back-office capabilities for cross-sell opportunities.

Mid-market focus With 11-50 employees and annual revenue in the $25M-$50M range, this is a mid-market insurer with potential for scalable, advisor-driven retirement, life, and health product expansions to augment existing Medicare and health insurance offerings.

Founder pedigree Led by John Bird, a veteran with senior leadership experience at Blue Cross/Blue Shield plans and Humana, the firm has deep market credibility and established relationships that can be leveraged to penetrate new product lines and benefit from strategic partnerships.

Tech stack Current technologies include WordPress, performance and analytics tools, and discovery plugins. There is room to modernize client onboarding, digital quoting, and data analytics to enhance customer experience and enable scalable sales campaigns.

Product breadth The firm offers Medicare products, health, life, annuities, wills and trusts, and retirement planning services, presenting cross-sell opportunities for ancillary insurance lines, financial products, and retirement solutions to existing clients.