Acquisition of Walnut Creek Firm Continues Growth in Northern California
ATLANTA – Sept. 7, 2017 – OneDigital Health and Benefits, the nation’s largest employee benefits-only company, has acquired Lincoln Insurance Services in Walnut Creek, California. Principals, Doug Dalziel, Mary Stoddard, Leslie Holm and their team will continue serving the firm’s clients while expanding their capabilities, expertise and enhanced benefits solutions.
Lincoln Insurance Services specializes in employer sponsored program management, employee engagement and accountability, compliance, health and wellbeing. By partnering with OneDigital, Lincoln Insurance Services will be better positioned to service their clients.
“I am absolutely ecstatic to welcome the Lincoln Insurance Services team to Northern California OneDigital; I have the utmost respect for what Doug Dalziel, Mary Stoddard and Leslie Holm have built over the years,” says Jeff Fallick, managing principal of OneDigital Northern California.
“Their service model is remarkable, their team is as talented as they come, and their amazing culture is a perfect marriage with our Northern California’s culture and throughout all of OneDigital.”
OneDigital’s comprehensive advisory services and market-leading solutions are offered in over 50 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 culture and people are the right fit. We felt comfortable from the beginning and every meeting and every event we went to confirmed this. We have always had a ‘work hard, play hard’ philosophy,” says Doug Dalziel, principal of OneDigital Northern California. “If you are going to spend a significant amount of time at work, you want to surround yourself with awesome, fun, strategic, responsive and fresh thinking individuals. Our feeling is that OneDigital is a bigger version of Lincoln Insurance Services and our clients will benefit from this merger.”
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 Lincoln Insurance Services
Lincoln Insurance Services is a boutique employee benefits and pension firm, providing employee benefits to over 400 businesses in the Bay Area. They are a strategic partner to their clients, helping to manage the challenges Human Resources and Finance Departments face by providing benchmarking data that helps support their client’s ability to design a competitive benefit package to attract and retain their employees.