About Us
About Us
Alera Group Raleigh offices (formerly TriSure and Bagwell & Bagwell) are two of the Triangle's most respected and long-standing insurance firms, each with a rich history of serving the region's businesses and individuals.
The Raleigh team (formerly TriSure) officially joined Alera Group in 2013. The office was founded in 1999, and was one of Raleigh's largest independently owned insurance brokerage and consulting firms. Committed to providing exceptional client service, the team helps local businesses manage property and casualty risks while offering employee benefits with honesty and financial integrity.
In 2021, Alera Group acquired a second Raleigh office (formerly Bagwell & Bagwell), expanding its presence in the Southeast. That office was founded in 1919, representing another of Raleigh's oldest, most trusted insurance agencies. With over 100 years of experience, they've served personal and commercial clients across North Carolina and beyond. For over three generations, the agency has endured and evolved to remain on the forefront in providing risk management and faithfully protecting clients.
Our Guiding Values
From the beginning our core values have guided us in every phase of our business, from the simplest decisions to the most complex. In order of priority, they are:
- Honesty and Integrity
- Superior Customer Service & Professionalism
- Financial Accountability
Our Solutions
From professional liability insurance to employee benefit plans, we offer a full spectrum of policies designed to protect every facet of your business. We have experience not only with every type of insurance, but with an expansive array of industries from Fortune 500 companies to small businesses. Through professional consultation, we’ll learn about your business, its risks and goals, and make recommendations on customized insurance packages.
Business Coverage Solutions:
Comprehensive Business Insurance Solutions Tailored to Protect Your Success
- Aviation Insurance
- Builders Risk Insurance
- Commercial Automobile Insurance
- Commercial Property Insurance
- Crime Insurance
- Directors and Officers Liability Insurance
- Employee Benefit Plans
- Employment Practices Insurance
- Flood Insurance
- General Liability Insurance
- Inland Marine Insurance
- Professional Liability Insurance
- Transportation Insurance
- Umbrella Liability Insurance
- Workers’ Compensation Insurance
Bond Solutions:
Fidelity and Surety Bonds That Protect and Preserve Your Business and Your Reputation
- Financial Institution Bond
- Trustee Bond
- Supply Bond
- Release of Lien Bond
- Payment Bond
- Miscellaneous Bond
- Maintenance Bond
- Injunction Bond
- Guardian Bond
- Fidelity Bond
- Claim and Delivery Bond
- Bid and Performance Bond
- Bankruptcy Bond
- Attachment Bond
- Appeal Bond
- Administrator Bond
- Surety Bond
Personal Insurance Solutions:
The right personal insurance coverage for yourself and your valuable property
- Automobile Insurance
- Boat Insurance
- Flood Insurance
- Homeowners Insurance
- Jewelry Insurance
- Personal Umbrella Insurance
- Renters Insurance
Industries We Serve
Agribusiness, Architects & Engineers, Artisan Contractors, Artisan Subcontractors, Beverages, Boiler & Machinery, Building Services Contractors, Camps, Clean Energy & Technology, Community Associations, Construction, Construction – General Contractors, Country Clubs, Education Institutions, Environmental, Equipment Dealers, Financial Institutions, Financial Services, Food Manufacturers, Franchised Auto & Truck Dealers, Golf Courses, Healthcare, Healthcare Organizations, Hotels, HOA/POA, Imported Products, Life Sciences, Logistics, Manufacturing, Motorsports, Non-Profits, Oil and Gas, Printers, Public Sector Services, Publishers, Real Estate Owners & Managers, Real Estate Developers, Restaurants, Retailers, Small Business, Social Services, Sports, Technology, Transportation, Wholesalers & Distributors.
Resources
Client Payment
Visit https://trisure.epaypolicy.com/ to make a secure payment.
Claims Management
We advocate for our clients and guide them through the claims process. We offer timely, responsive advice and ensure you have a partner to help resolve claims efficiently. Our focus is not just on the financial aspect, but on helping businesses return to normal operations quickly, without unnecessary delays. We also monitor all claims to ensure our carrier partners provide the same high level of service.
A respected member of the community
Over the years, we're received numerous awards and recognition for its growth, community service and enriching workplace environment. We're also a member of, and hold leadership positions in, some of our industry’s and region’s most prestigious business organizations, listed below:
- Greater Raleigh Chamber of Commerce
- Society of Human Resource Management Underwriters
- Independent Insurance Agents & Brokers of America (IIABA)
- Independent Insurance Agents Association of North Carolina (IIANC)
- Triangle Association Health Underwriters
- National Alliance for Insurance Education & Research
- Society of Chartered Property Casualty Underwriters
Our professionals have also earned a reputation for strong community and charitable involvement. Habitat for Humanity of Wake County, the Susan G. Komen Race for the Cure, and The Guardian Ad Litem Program of Wake County are just a few of the organizations we support with our time, money and hearts.
A record of accomplishment
Our office and colleagues have been honored with multiple awards and recognition for growth, community service and workplace environment. Here are just a few of our accolades.
- Top 100 Small Businesses, Business Leader magazine (2009)
- Business Champions, Business Leader (2007, 2008 & 2009)
- Movers & Shakers, Business Leader magazine (2007). Recipient: John Cramer
- Pinnacle Award for Growth & Profitability, Greater Raleigh Chamber of Commerce (2005)
- Community Service Award, Cary Chamber of Commerce (2005)
EXPERT EDUCATION
Events and Webinars
Employee Benefits
2025 Healthcare and Employee Benefits Benchmarking Report: How Does Your Benefits Program Stack Up?
In this session, our experts will dive into the results of our annual, market-leading benchmarking survey.
June 26, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
Dynamic Data: Strategies for Success
Join us for this session, as our experts will share how to utilize your organization’s data to create advanced and innovative strategies for success.
July 17, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
Preparing for Open Enrollment: How to Engage and Educate Your Employees on Their Total Benefits Package
In this session, our experts will share guidance on setting yourself up for success during Open Enrollment.
August 21, 2025 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
Reminder: PCORI Fees Due By July 31, 2025
Employers that sponsor self-insured group health plans, including health reimbursement arrangements (HRAs) should keep in mind the upcoming July 31, 2025 deadline for paying fees that fund the Patient-Centered Outcomes Research Institute (PCORI) via Form 720, which was recently updated and released by the IRS.
June 3, 2025
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Employee Benefits
Benefits Captives: Your Business and What Your Competitors Are Doing
In one form or another, Captive Insurance has existed as a risk management solution for many decades — originally for property and casualty coverage and primarily for large employers. But its viability as a solution for employee benefits and for midsized businesses has increased dramatically in recent years, fueled by volatility in the insurance market in general and by the skyrocketing cost of health insurance in particular.
May 29, 2025
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Agencies Push Pause Button on Enforcement of MHPAEA 2024 Final Rule
On May 15, 2025, the Department of Labor, Department of Health and Human Services, and the Treasury Department (collectively, the “Agencies”) released a statement regarding the Agencies’ recent request for abeyance of a lawsuit filed by the ERISA Industry Committee (“ERIC”) in the U.S. District Court for the District of Columbia that challenged certain aspects of Mental Health Parity and Addiction Equity Act (MHPAEA) Final Rule (“2024 Final Rule”) relating to nonquantitative treatment limitation comparative analyses (“NQTL analyses”).
May 16, 2025
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IRS Releases 2026 HSA Contribution Limits and HDHP Deductible and Out-of-Pocket Limits
In Rev. Proc. 2025-19, the IRS released the inflation adjusted amounts for 2026 relevant to Health Savings Accounts (HSAs) and high-deductible health plans (HDHPs). The table below summarizes those adjustments and other applicable limits.
May 5, 2025
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