Written by 8:00 am Finance and Insurance

Allen Tate Insurance to Transition to Howard Hanna Insurance Services

Unifying Under a Trusted Name to Expand Reach and Enhance Client Experience

CHARLOTTE, NC — Allen Tate Insurance announced today that it will transition to Howard Hanna Insurance Services, unifying with its long-time partner under a single brand to deliver expanded offerings, greater operational alignment, and more profound service continuity across markets.

This name change marks a strategic step in the ongoing integration of the Allen Tate and Howard Hanna organizations, further strengthening both companies’ ability to serve clients across the Carolinas and beyond. Over the coming months, Allen Tate Insurance will fully adopt the Howard Hanna Insurance Services name across all platforms and communications, with no disruption to customer coverage or service.

“This is a natural and exciting evolution of a long-standing partnership,” said Annie Hanna Engel, President of Howard Hanna Insurance Services. “By operating as one, we’re unlocking even greater value for clients, partners, and employees. It’s about delivering more — more access to top-rated carriers, more tools for our teams, and a more seamless experience for the people who trust us with their homes and futures.”

Howard Hanna Insurance, which has served clients in the northeast and midwest for more than two decades, has been consistently recognized as a top real estate-affiliated insurance agency in the nation since 2005. The agency is ranked among the Top 10 real estate insurance agencies in the U.S. and has earned multiple awards from national carrier partners for service excellence, retention, and growth.

“We’ve built a strong reputation on personalized service, local expertise, and deep relationships with our clients,” said Robin Price, Regional President of Allen Tate Insurance. “Now, we’ll be able to carry that forward with the expanded strength and resources of Howard Hanna — without losing what makes us who we are.”

This transition also reflects Howard Hanna’s broader commitment to a fully integrated, full-service real estate experience. With operations in 13 states and nearly 500 offices, Howard Hanna is the largest family-owned and family-operated real estate company in the U.S., offering real estate, mortgage, title, and insurance services under one trusted brand.

Clients will continue working with their existing insurance advisors and service teams. All in-force policies, coverage, and carrier relationships remain unchanged.

About Howard Hanna Insurance Services

Howard Hanna Insurance Services is part of the Howard Hanna family of companies and provides comprehensive personal and commercial insurance solutions to clients across 13 states. With deep industry experience and top-tier carrier partnerships, Howard Hanna Insurance Services delivers high-touch, high-performance protection tailored to each client’s needs. For more information, visit https://www.howardhanna.com/Insurance.

About Howard Hanna Real Estate Services

The Hanna Family of Companies proudly provide real estate, title, insurance and mortgage services to clients across 13 states. As the largest family-owned and -operated real estate brokerage in the United States, this full-service real estate company has more than 500 offices and 15,000 sales associates and staff, including many of the industry’s top-producing real estate, title, mortgage and insurance agents. The Hanna Success System provides Howard Hanna agents with 53% more business than agents at the top 1000 brokerages nationally. For more information, visit www.HowardHanna.com.

Media Contact:
Lindsay Kovach
Director of Communications
Howard Hanna Real Estate Services
lindsaykovach@howardhanna.com

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Last modified: August 11, 2025
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