Marsh McLennan Agency

Name

Marsh McLennan Agency

Legal name

Marsh & McLennan Agency LLC

Website

https://marshmma.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

5,001–10,000 employees

Ownership category

akta.pro rank

Product category

Insurance Brokerage & Risk Advisory Services

NAICS

Insurance Agencies and Brokerages (524210), Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282)

akta.pro primary industry

Risk Management Consulting (Enterprise & Operational Risk) (FSAEADAG)

akta.pro secondary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Commercial insurance brokerage
• Employee benefits consulting
• Risk management services
• Wealth management advisory
• Private client insurance

Headquarters

HQ city

White Plains

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Insurance Brokerage Commissions: Revenue generated from commissions on property/casualty, commercial, and personal insurance products placed with insurance carriers.
2. Employee Health & Benefits Consulting: Advisory services for health benefits, HR consulting, pharmacy solutions, and HR technology consulting for employers.
3. Retirement & Wealth Advisory: Employer retirement plans, financial well-being programs, and wealth management services.
4. Risk Management Services: Risk mitigation consulting, analytics, and specialized coverage solutions for various industries.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Marsh McLennan Agency is an insurance brokerage and advisory firm that places commercial, personal, and specialty insurance coverage for businesses and high-net-worth individuals, while providing integrated employee health and benefits consulting, retirement and wealth advisory, and risk management services. Operations span 300+ offices in North America and 25+ industries, with the practice delivered through four pillars: Business Insurance, Employee Health & Benefits, Private Client Services, and Retirement & Wealth.

Product overview

Marsh McLennan Agency (MMA) operates as a multi-line insurance brokerage and advisory firm offering four core service pillars: Business Insurance (property, casualty, cyber), Employee Health & Benefits (HR consulting, pharmacy, HR technology), Private Client Services (personal lines for high-net-worth clients), and Retirement & Wealth (employer retirement plans, wealth management). The firm is undergoing a major digital transformation, consolidating approximately 600 legacy systems onto the Applied Epic unified agency management platform and deploying proprietary AI tools including Sentrisk (risk vulnerability tracking), ADA (data and analytics), Centrus (consulting AI), and Claims IQ (claims intelligence). MMA also distributes partner AI platforms such as ZestyAI (wildfire risk analytics for private clients) and HelixIntel (fleet and maintenance management via its AgriCover program). Thought leadership products include the annual Employee Health & Benefits Trends Report and specialized solutions like Workers' Health 360 (WH360), Planning & Analytics for Total Health (PATH), and Rx Solutions for pharmacy cost management.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Insurance Brokerage Commercial property and casualty, executive lines, surety, cyber, and specialty insurance placement and risk advisory for mid-market and enterprise businesses across 25+ industries.
• Employee Health & Benefits Consulting Employee health, welfare, and benefits consulting including HR consulting, HR technology consulting, voluntary benefits, stop loss solutions, claims management, pharmacy consulting, and Workers' Health 360 data integration for employers nationwide.
• Private Client Services Personal insurance and risk management solutions for high-net-worth individuals and families, including homeowners, auto, collectors, aviation coverage, and wealth advisory through the proprietary MMA IRA.
• Retirement & Wealth Advisory Retirement plan advisory, wealth management, financial planning, and individual wealth services for employer-sponsored plans and participants, including the MMA Wealth Path technology and MMA IRA product.
• Sentrisk AI Risk Management Platform AI-powered risk management platform that processes unstructured broker submission data, accesses proprietary data and analytics, applies industry knowledge to surface real-time insights, and engages with clients to help them protect, measure, and mitigate risk exposures across property, casualty, cyber, and specialty lines.
• ADA AI Platform Marsh-built AI platform with custom-trained generative and agentic AI capabilities used across MMA for advisory work.
• Centrus AI Platform Marsh-built AI platform designed to support risk selection and other advisory outcomes used in MMA's daily practice.
• Claims IQ AI Platform Marsh-built AI platform designed to improve claims management outcomes deployed across MMA's claim coordination work.
• Workers' Health 360 (WH360) Data integration solution that consolidates employer benefits data across carriers to provide a single, comprehensive view of employee health and benefits programs for EHB clients.
• Planning & Analytics for Total Health (PATH) Benefits analytics and planning tool that helps employers model and optimize employee health and benefits programs through consolidated data analysis.
• Rx Solutions Pharmacy cost management solution designed to help EHB clients manage and reduce pharmacy benefit expenses.

Quantifiable outcome

• 8% year-over-year revenue growth in Q1 2026
• +3 more outcomes

Named customers6 records

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability7 records

Feature10 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• ZestyAIcoreTechnology or Integration · 13 February 2026ZestyAI provides AI-powered risk analytics solutions including Z-Fire, Roof Age, and Z-Property to MMA's Private Client Services division for enhanced wildfire risk evaluation for high-net-worth clients with catastrophe-prone properties. ZestyAI's models have received 80+ regulatory approvals across wildfire-prone states.
• HelixIntelcoreTechnology or Integration · 20 January 2026HelixIntel partnered with Marsh McLennan Agency's AgriCover program to expand access to maintenance management platform and risk tools for agribusiness clients. The partnership incorporates HelixCMMS and HelixPrevent to improve maintenance practices and reduce preventable losses in agricultural operations. Fleet Management module is distributed to policyholders through the insurance partnership.
• Biocom CaliforniacoreStrategic or Co-development PartnerFUSE Life Science is powered by Biocom, Marsh McLennan Agency, and AlphaStaff - an integrated co-employment solution built specifically for Biocom members to simplify HR and support growth of life sciences companies.
• AlphaStaffcoreImplementation/ SI/ Consulting PartnerAlphaStaff provides HR technology and payroll processing support for FUSE Life Science program serving Biocom California life sciences members. The partnership delivers integrated payroll, benefits, and HR administration through consolidated billing.
• RevHR (New England)minorStrategic or Co-development PartnerRevHR is a one-stop HR solution for New England life sciences companies combining MMA and AlphaStaff to deliver HR administration, benefits, payroll, compliance, and technology.
• Applied EpiccoreTechnology or IntegrationMMA is rolling out Applied Epic as its unified agency management platform to consolidate approximately 600 legacy systems, standardize workflows, and create a unified data environment.
• AIG (Talent Acquisition)minorOthersMMA has hired senior leadership from AIG as part of its operational transformation and digital strategy execution.
• Oliver Wyman (Talent Acquisition)minorOthersMMA has hired talent from Oliver Wyman to execute its digital transformation and AI strategy.
• Accenture (Talent Acquisition)minorOthersMMA has hired senior leadership from Accenture to support technology and AI transformation initiatives.

Scale indicators13 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Willis Towers Watson (WTW): Global advisory, broking, and solutions firm offering corporate risk, insurance brokerage, and benefits delivery; a direct competitor in insurance placement and benefits advisory with overlapping enterprise and middle-market coverage.
• Aon: Global professional services firm providing risk management, insurance brokerage, and reinsurance solutions; competes with MMA and its parent Marsh across commercial P&C placement and risk advisory for enterprise clients.

Direct peers

• Acrisure: Rapidly growing private insurance brokerage and fintech platform built through aggressive M&A; directly comparable to MMA in acquisition velocity, scale ambitions, and technology investment thesis.
• Arthur J. Gallagher & Co. Large publicly traded insurance brokerage and risk management firm with global reach, serving middle-market and commercial clients across commercial P&C, employee benefits, and wealth — directly comparable to MMA's four-pillar offering and acquisition-led growth model.
• Risk Strategies Company: National insurance brokerage owned by Goldman Sachs and private investors, providing specialty and commercial insurance placement across P&C, benefits, and private client; comparable to MMA in middle-market specialization and PE-backed scaling.
• Brown & Brown, Inc. Publicly traded insurance brokerage providing commercial P&C, employee benefits, and personal lines through a decentralized model of acquired agencies; comparable to MMA's acquisition strategy and middle-market focus.
• Hub International: Private insurance brokerage owned by Hellman & Friedman, providing commercial insurance, employee benefits, and personal lines primarily across North America; closely comparable in scale, geography, and acquisition-led model.
• USI Insurance Services: Private insurance brokerage and risk management firm serving middle-market clients with property/casualty, employee benefits, and personal lines; comparable to MMA in acquisition-driven growth and integrated advisory positioning.
• Lockton Companies: Largest privately held, independent insurance brokerage globally, offering commercial P&C, benefits, and risk advisory with strong sector specialization; comparable to MMA in specialty expertise and middle-market orientation.
• Alliant Insurance Services: Privately held insurance brokerage focused on middle-market and specialty commercial clients across P&C, employee benefits, and surety; directly comparable to MMA in middle-market positioning and acquisition-driven expansion.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/marsh-mclennan-agency
• Xx.com/Marsh_MMA
• Facebookfacebook.com/MarshMcLennanAgency

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Subsidiaries16 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A87 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Marsh McLennan Agency