Southeastern leader in insurance solutions closes first partnership after formation

Oakbridge Insurance Agency LLC (Oakbridge), a high-growth independent insurance and risk management advisor, today announced a new partnership with The Greer Agency, Inc. (Greer). Oakbridge and Greer closed the transaction on May 3, 2021, and terms of the transaction were not disclosed. The strategic combination of the two firms will provide clients with enhanced employee benefits offerings, and supports Oakbridge’s continued expansion in Georgia and throughout the Southeast.

Over its 50-plus year history, Greer has built a reputation for high-touch client service and a consultative approach to identify the best employee benefits solutions for entrepreneurs in the Southeast. Greer offers a broad range of benefits products to middle-market clients, with specialty expertise in municipalities, telecommunications, construction and multi-site retail, among others.

“All of us at Oakbridge are thrilled to join forces with our new partners at The Greer Agency. Allen and his team have an excellent reputation in the employee benefits space and a 50-year history intensely focused on client service,” said Oakbridge CEO Robbie Smith. “The combination of Greer with Oakbridge will allow both firms to better serve our clients with an expanded suite of resources and end-market expertise.”

“The Greer Agency is culturally aligned with Oakbridge and we look forward to embarking on this new partnership together,” said Greer President Allen Greer. “We will continue to elevate our benefits solutions and value propositions together.”

Greer will maintain its office in McDonough, Georgia and will immediately transition to the Oakbridge brand.

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