| Relationships | Role | Relationship Start | Relationship End |
| Ba Insurance Group, Inc. | Parent | 4/27/2009 | 9/8/2009 |
| Nb Holdings Corporation | Parent | 4/23/2009 | 4/26/2009 |
| Effinity Financial Corporation | Parent | 11/1/2008 | 4/22/2009 |
| Cw Insurance Group, Llc | Parent | 7/1/2008 | 10/31/2008 |
| Cw Insurance Group, Llc | Parent | 3/12/2007 | 6/30/2008 |
| Cw Insurance Group, Llc | Parent | 5/18/2001 | 3/11/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Balboa Insurance Services, Inc. | Buyer | Discontinued | 9/9/2009 |