Keystone Agency Partners Acquired Infinity Assurance
The brokerage expanded its national footprint into California with the purchase of an Orange County-based firm.
Updated on Sept. 30, 2026 in Insurance
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Keystone Agency Partners officially completed its acquisition of Infinity Assurance Group on August 3, 2026. This transaction marks the first expansion into the California market for the firm.
Why it matters
The partnership provides the Orange County-based agency with access to national resources, including enhanced technology and broader insurance carrier relationships.
Insurance Journal ranked Keystone Agency Partners as the 17th largest retail broker in the United States. Infinity Assurance Group now joins the Keystone network of Platform Partners.
The players
Keystone Agency Partners
This organization is a retail insurance brokerage firm recognized as one of the 17th largest brokers in the United States.
Infinity Assurance Group
Based in Orange County, this insurance agency provides professional services and has now joined the Keystone network.
John Kookootsedes
He is a leadership figure at Infinity Assurance Group who continues to manage the agency following the acquisition.
Eric Doll
He serves as a leader at Infinity Assurance Group and maintains his role after the firm joined the Keystone network.
Dowling Hales
This firm is a financial advisory group that acted as the exclusive advisor for Infinity Assurance Group during the sale.
The details
Infinity Assurance Group will maintain its current operational leadership, with John Kookootsedes and Eric Doll continuing to guide the firm. Dowling Hales served as the exclusive financial advisor for Infinity Assurance Group throughout the transaction process.
Timeline
The transaction became effective on August 3, 2026.
Market Landscape
This acquisition follows a broader industry trend of large-scale national brokerages consolidating smaller, regional entities to achieve greater geographic coverage. By entering the California market, Keystone positions itself to compete more aggressively against major rivals for coastal business.
Current clients of Infinity Assurance Group will retain their existing leadership while gaining access to a wider variety of insurance carriers and technological tools. There are no immediate changes to local service availability for policyholders in Orange County.
The takeaway
Regional insurance agencies often pursue partnerships with larger brokers to access enterprise-level technology and carrier networks. Clients should monitor any future updates regarding potential service enhancements as the firms integrate their operations.
Further reading
For more on industry shifts, visit the California Insurance section.
Source note: This article includes information reported by InsuranceNewsNet.
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