Acquisition of Davidson Firm Continues Growth throughout North Carolina
DAVIDSON, NC – Jul. 25, 2017 – OneDigital Health and Benefits, the nation’s largest employee benefits-only company, has acquired The Benefits Agency at JJ Wade & Associates, located in Davidson, NC. Managing Principals, Spencer Lomax and Angelo Saake, and their team of four advisors will continue serving the firm’s robust clients, providing them with expanded capabilities, expertise and enhanced benefits solutions. Continuing the customized and personal service their clients are accustomed to, The Benefits Agency at JJ Wade & Associates will now be able to provide the enhanced solutions that OneDigital can offer. This strategic alignment with The Benefits Agency at JJ Wade & Associates will strengthen OneDigital’s expanding national footprint throughout the Southeast region.
“Having The Benefits Agency join the OneDigital Southeast team brings an additional set of resources and services to our growing client base. Spencer and Angelo have built an impressive operation with a reputation to follow and we look forward to continuing that work,” says Wally Dawson, regional managing principal of OneDigital Southeast. “We are excited to have them on board and look forward to working with their team.”
OneDigital’s comprehensive advisory services and market-leading solutions are offered in 47 offices throughout the country. Responding to the convergence of broker consolidation, digitalization and an increase of millennials in the workplace, the 17-year-old company is staking a claim as “the new generation in health and benefits.” This position articulates the space in which OneDigital operates and highlights its ability to deliver fresh thinking ahead of the market, giving clients peace of mind that their approach to employee benefits is best-in-class.
“The acquisition of The Benefits Agency at JJ Wade & Associates by One Digital is the next step for our Agency to better serve and advise our current and new clients in this rapidly changing employee benefits market,” says Spencer A. Lomax Jr., managing principal at The Benefits Agency at JJ Wade & Associates. “I look forward to the opportunity OneDigital brings to our Agency, its employees, and all of our loyal clients. We have been fortunate to work with great clients for over 30 years. This will enable The Benefits Agency to move forward to a next generation agency and provide those clients with the tools to manage benefits for their valuable employees.”
About OneDigital Health and Benefits
OneDigital, the nation’s largest company focused exclusively on employee benefits, combines people and technology to deliver the new generation of health and benefits. It provides fresh thinking ahead of the market, innovative approaches and market-leading solutions that give clients peace of mind. Serving companies of all sizes, OneDigital offers employers a sophisticated combination of strategic advisory services, analytics, compliance support, HR capital management tools and comprehensive insurance offerings. Headquartered in Atlanta, OneDigital has more than 950+ employees throughout the country, serves 35,000 companies and manages nearly $4 billion in premiums. Formerly known as Digital Insurance and Digital Benefit Advisors, the company has been named to the Inc. 5000 List of America’s fastest-growing companies every year since the honor’s inception in 2007.
About The Benefits Agency at JJ Wade & Associates
Founded in 1992, The Benefits Agency services the corporate insurance world, and all share the belief: there is a better way to help our clients achieve their goals. As an independent insurance agency, The Benefits Agency offers a comprehensive suite of insurance solutions to protect the business and life of our clients from the unexpected.