| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Insurance Services Usa, Inc. | Parent | 1/1/2010 | |
| Wells Fargo Insurance Services, Inc. | Parent | 6/30/2007 | 12/31/2009 |
| Wells Fargo Insurance Services, Inc. | Parent | 1/29/2007 | 6/29/2007 |
| Preferred Motor Sports Risk Purchasing Group, Llc | Subsidary | 2/1/2009 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Britt/Paulk Insurance Agency, Inc. | Seller | Discontinued | 2/1/2014 |