Tracy Keesey with Al and Rochelle DiMatteo
HTA, owned and operated by Tracy Keesey, has been serving the Medicare industry for over 25 years and is now excited to expand its reach of services adding Property and Casualty to its offerings by acquiring The DiMatteo Agency, Inc. The two companies have been instrumental in providing education and guidance to their clients when navigating the complex insurance industry from Medicare to Personal and Commercial products. Both companies share the same core values, putting the client’s wellbeing at the forefront.
“It’s always been about the clients,” says Al DiMatteo who started the company in 1986 with his wife Rochelle who adds, “Our clients are not just our clients they are our family and our friends that we have known for years.” Making the decision to sell the agency to Tracy Keesey of HTA was not a difficult one for Al and Rochelle since they have worked with, and trusted Tracy and HTA for over 20 years.
HTA has been a pioneer in the Medicare industry, offering services that put education and guidance first over sales. Traditionally, Medicare companies “sell” their products to individuals, rather than assist in guiding people to the product that most appropriately addresses their individual needs. HTA’s clients consist of Individuals/Families, Employers, Wealth Managers and Group Health Brokers. HTA becomes a true partner for its clients by teaching and giving them the tools they need to make educated decisions about what product is best suited for them and their budget.
The acquisition of The DiMatteo agency will allow HTA to bring their unique business model of “partnering” with clients to include products like auto, homeowners, and business insurance. “Most Property and Casualty agencies do not offer Medicare, and we just needed somebody that could integrate all three together, so it was the perfect match,” states DiMatteo. He knew that Tracy has a tremendous talent for creating departments to seamlessly handle new product lines. This has been
proved in the past by creating successful departments such as a Long Term Care Division in 2005 and the Medicare Retail Division in 2016. “Property & Casualty is the next exciting opportunity. With our strong commitment to education and guidance, I am confident that we can bring extreme value to our clients regardless of the product offering,” shares Keesey.
Tracy, Al, and Rochelle have worked hand in hand communicating with clients and reassuring them that this truly is the best fit moving forward. To guarantee a smooth transition, HTA started planning for this 2 years ago. “We have a talented team of Property & Casualty agents already on staff that have been working with the Dimatteo’s for several months to get to know all of their clients and their unique needs,” states Tracy.
HTA is excited to host an Open House for DiMatteo clients at HTA headquarters located in Exton, PA from 4 PM to 7 PM on Wednesday, May 31, 2023. For those that are not able to attend in person, HTA is offering a virtual open house via ZOOM on Thursday, June 1, 2023, from 4 PM to 6 PM. DiMatteo clients will have the opportunity to meet Tracy and her amazing team at HTA. Additionally, people will be able to visit with Al and Rochelle to wish them well into retirement while enjoying light refreshments.
