Inszone Insurance Services Expands into Montana with Strategic Acquisition of Rocky Mountain Insurance Group
Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance solutions, has officially entered the Montana market through the acquisition of Rocky Mountain Insurance Group, LLC. This transaction not only marks Inszone’s first presence in the state but also reflects its broader strategy to expand its benefits division and strengthen its footprint across the United States.
Founded in 2006 by Gena Gaub, Rocky Mountain Insurance Group has built a respected reputation as a trusted provider of benefits and group health insurance solutions. Over the past 17 years, Gaub has guided the agency with a clear vision—delivering innovative and personalized services tailored to the unique needs of businesses and individuals across Montana. Under her leadership, Rocky Mountain Insurance Group has become synonymous with reliability, expertise, and a deep commitment to client relationships.
A Pivotal Transition for Rocky Mountain Insurance Group
For Gaub, the decision to sell her agency was not simply about succession planning but about positioning the firm for its next phase of growth. After nearly two decades of steady development, she recognized the need to broaden the agency’s offerings beyond benefits and group health.
“After 17 years, I reached a stage where I recognized the need for growth for my agency,” Gaub explained. “I’ve wanted to offer property and commercial lines to my clients. Joining with Inszone allows my agency to grow and offer new opportunities to current and future clients.”
This sentiment reflects a growing trend among independent agencies: the recognition that clients increasingly prefer one-stop insurance providers capable of handling both employee benefits and property and casualty coverage. By aligning with Inszone, Rocky Mountain Insurance Group gains access to a wider portfolio of products, national carrier relationships, and operational resources that would have been difficult to develop independently.
Values Alignment Key to the Acquisition
While growth opportunities were a motivating factor, Gaub emphasized that the cultural alignment between her agency and Inszone was equally important in making the decision.
“From my initial conversations, it was evident that Inszone’s focus closely mirrored ours, prioritizing a shared commitment to clients,” she said. “Inszone’s ability to grow and innovate made this partnership particularly appealing.”
This cultural compatibility highlights one of the distinguishing features of Inszone’s acquisition strategy. Rather than pursuing expansion purely for scale, the company prioritizes partnerships with agencies that share its client-first philosophy. This approach ensures smoother integration and helps preserve the personalized service that clients expect from their local agents.
Inszone’s Perspective on the Expansion
For Chris Walters, CEO of Inszone Insurance Services, the acquisition represents both a geographic expansion and a strategic strengthening of the company’s benefits division.
“We are excited to welcome Rocky Mountain Insurance Group to Inszone,” Walters said. “Their extensive experience in benefits and their exceptional client relationships significantly enhance our service capabilities and market presence. This partnership underscores our ongoing commitment to growing our benefits division and providing comprehensive solutions to clients.”
Walters noted that the Montana acquisition fits within Inszone’s broader national expansion strategy. In recent years, Inszone has made a series of acquisitions designed to diversify its product offerings and enter new regional markets. By adding Rocky Mountain Insurance Group, the company deepens its expertise in employee benefits while also gaining a foothold in Montana—a state with a unique insurance landscape and growing demand for comprehensive solutions.
What the Acquisition Means for Clients
For existing clients of Rocky Mountain Insurance Group, the transition promises to deliver a blend of expanded resources and the continuity of trusted service. Clients will now have access to:
- Broader Coverage Options: With Inszone’s extensive carrier relationships, clients can choose from a wider array of benefits, property, and commercial insurance products.
- Enhanced Support Systems: Inszone’s operational infrastructure—including advanced technology platforms and streamlined processes—will improve efficiency and customer service.
- Continued Personalized Service: Gaub and her team remain actively involved, ensuring that clients continue to receive the same dedicated attention and local expertise they have relied on for years.
This combination of local service with national resources positions Inszone to deliver what many clients increasingly seek: personalized care backed by the strength of a larger organization.
Montana: A Strategic Market
The decision to expand into Montana carries strategic significance. The state’s insurance market, while smaller than those of more densely populated regions, presents opportunities for growth due to its unique demographics and economic drivers. Key industries such as agriculture, energy, and tourism all require specialized insurance solutions, ranging from employee benefits to commercial risk management.
By acquiring a locally respected agency with strong benefits expertise, Inszone gains an immediate foothold in this market. The company is now well-positioned to introduce its full suite of offerings to Montana businesses and individuals, helping to meet growing demand for comprehensive insurance solutions.
The Broader Context: Inszone’s Growth Strategy
The acquisition of Rocky Mountain Insurance Group is part of a larger pattern of growth for Inszone Insurance Services. Over the past several years, the company has pursued a disciplined acquisition strategy focused on:
- Geographic Expansion – Entering new states to broaden its national presence.
- Product Diversification – Strengthening capabilities in benefits, commercial, and personal insurance.
- Client-Centered Integration – Partnering with agencies that align culturally and operationally.
This approach has helped Inszone emerge as one of the fastest-growing independent insurance brokers in the United States. Each acquisition adds not only new products and expertise but also strong local relationships that serve as the foundation for long-term growth.
