| Relationships | Role | Relationship Start | Relationship End |
| First Union Insurance Services, Inc. | Parent | 8/31/2000 | 7/31/2003 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Insurance Services Usa, Inc. | Buyer | Discontinued | 8/1/2003 | ||
| Agency Resources, Inc. | Seller | Discontinued | 12/31/2000 | ||
| Magnamarketing, Inc. | Seller | Discontinued | 12/31/2000 | ||
| Tribus Lee Insurance Agency, Inc. | Seller | Discontinued | 12/31/2000 | ||
| Tribus Spectrum, Llc | Seller | Discontinued | 12/31/2000 |