Westlake Village, Calif., Jan 23 — Warner Pacific, a trusted General Agency for brokers nationwide, today announced the acquisition of Brokers Holding Group (“BHG”), a South Carolina–based general agency with deep expertise in level-funded health plans and alternative funding strategies for employer groups. The acquisition represents a key geographic expansion for Warner Pacific, establishing a stronger presence across the Southeast, including South Carolina, North Carolina, Georgia and Tennessee.
Founded in South Carolina, Brokers Holding Group has earned a reputation as a trusted partner to independent brokers, particularly in the design, implementation, and servicing of level-funded and alternative funding arrangements for employers. As part of Warner Pacific, Brokers Holding Group will continue to operate under its existing brand, ensuring continuity for broker partners while gaining access to Warner Pacific’s broader carrier relationships, technology, resources and operational scale. BHG co-owners Scott Lee and Lee Long will continue to lead the business, helping to spearhead growth efforts across the Southeast and beyond.
“Level funding continues to gain momentum as employers look for greater control, transparency, and predictability in their healthcare spend,” said John Nelson, Chief Executive Officer of Warner Pacific. “We’ve built a strong foundation in this space, and this partnership allows us to build on that expertise while expanding our presence in an important and growing region of the country. BHG brings specialized experience and trusted broker relationships that complement our marketplace and long-term growth strategy, and we look forward to the journey ahead.”
“We’re thrilled to be joining the Warner family,” said Scott Lee, Principal of BHG. “Demand for level-funded solutions is growing rapidly across the country, and Warner Pacific’s scale and resources allow us to meet that demand more effectively while broadening the resources and expertise for our brokers.”
“Warner Pacific shares our broker-first mindset,” added Lee Long, Principal of BHG. “Together, we’re well-positioned to expand our suite of solutions across South Carolina, North Carolina, Georgia, Tennessee, as well as integrating these capabilities with brokers nationwide.”
The acquisition reflects Warner Pacific’s broader strategy to expand its general agency platform through a combination of organic growth and targeted acquisitions, with a particular focus on high-growth funding models and strategically important regions.