Insurance By Industry

We work with a wide variety of industries, and below highlight six target markets we have a focused concentration in. 

In each of these segments we have developed an expertise around the unique coverage and risk issues these clients face.  We also represent the leading insurers who also focus on these industry verticals so we can deliver tailored insurance products to these clients.

In addition to these six targeted industries, we also work with a wide variety of other client types and we talk about that in our final video.  Our unique process works with retailers, professional service firms and medical practices, hospitality, contractors and many other types of clients.

Financial Services

We are the “go-to” source for startup and early stage hedge funds, private equity, venture capital, private investment funds, RIAs, hard money lenders, and other specialty finance firms.

You get large broker expertise and skill with the attention of a boutique firm focused on helping you protect you, your decision makers and your growing fund.


Startups to established tech firms face a dizzying array of risk and insurance issues. You can buy coverage online with a few clicks and hope you’re getting everything you need, or you can speak with an expert who will take the time to understand your operation to make sure you’re getting the right protection you need now and in the future.

We work with a wide variety of tech firms including: FinTech, BioTech, nutraceutical and supplement developers and distributors, medical device manufacturers, system integrators, app developers, website designers, programmers, electronic manufacturers, and more.


Manufacturers of all sizes and types face unique risk challenges from keeping workers safe, to potential product recalls, to constant cyber threats, equipment breakdowns and more.

On top of these challenges are complex insurance policy forms which often are incorrect and insufficient, leaving the owners of manufacturing firms at risk.’

We work with a broad variety of manufacturers, processors, and other industrial firms to help them control risk, reduce costs, and manage insurance properly.

Wholesalers & Distributors

Wholesalers and distributors are another category of businesses which face outsized risks and hazards. Everything from keeping workers safe, cyber threats, supply chain threats, forklift safety, fleet management, and much more.

We work with wholesalers to help mitigate key risk issues to help keep costs down and productivity up.

Automotive Services

Our Automotive Services group focuses on a variety of auto repair and service shops, and garages, including but not limited to:

General Repair Shops
Auto Body / Collision Repair Shops
Used Car Dealers
Franchised Auto Dealers
Motorcycle Dealers
Specialty Restoration / Customization Shops
Transmission Repair Shops
Tire Dealers
Auto Upholstery Shops

General Business

General Business for us, are those firms that don’t fit into one of the six categories above. This can include professional service firms, retailers, hospitality, healthcare professionals, and trade contractors.


Read More about Insurance for Manufacturers

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