What Glidewell does

Glidewell (legal entity: Glidewell Investments and Insurance Group Inc., d/b/a Glidewell) is a privately held, family-owned independent insurance agency headquartered at 1750 South Avenue West in Missoula, Montana. Founded in 1981, the firm operates as a multi-carrier brokerage, representing multiple insurance carriers rather than selling a single carrier's products, and earning commission-based revenue on policies placed. It serves individual consumers, families, and small businesses primarily in Montana, with extended reach through its Ramsey Trusted endorsement from Dave Ramsey / Ramsey Solutions that connects it to a national audience of financially-minded consumers.

Glidewell offers a broad insurance portfolio spanning personal lines (auto, home, life, health, Medicare, long-term care, disability, umbrella, recreational vehicles, and short-term rental properties) and commercial lines (business insurance, employee benefits, group health, and property manager coverage). The agency also runs a niche ministry/church insurance vertical via glidewellministries.pro in partnership with Brotherhood Mutual, and a dedicated commercial site at glidewellinsurance.pro. Its distribution model is consultative: prospects schedule appointments online or by phone and meet with licensed advisors who shop coverage across carriers. The Renewal Protection Plan is a distinctive service feature in which the agency proactively reviews each client's policies annually to optimize price and coverage, generating recurring engagement.

The go-to-market combines a sales-led consultative motion with direct-to-consumer content marketing via 'The Slidegood' blog and weekly email newsletter, plus referral flow from the Ramsey Trusted program and active Google/Facebook review management. Management is led by Paul Glidewell (President) with Brandon Smith as EVP of Marketing & Communications and a bench of personal insurance advisors and specialists on the Ramsey Trusted team. Revenue is not publicly disclosed and the company has no external funding; the underlying technology is described as a brokerage platform for carrier shopping and policy management with no proprietary AI or technology differentiation noted.

Name

Glidewell

Legal name

Glidewell Investments and Insurance Group Inc

Website

https://glidewell.pro

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

11–50 employees

Short description

Glidewell is a privately held, family-owned independent insurance agency in Missoula, Montana, offering personal and commercial insurance across multiple carriers to individuals, families, small businesses, and ministries, with national reach via its Ramsey Trusted endorsement.

Ownership category

akta.pro rank

Headquarters

HQ city

Missoula

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Insurance Commissions: As an independent insurance agency, Glidewell earns commissions from multiple insurance carriers for policies placed for clients. Commissions are typically a percentage of the premium paid by customers.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Glidewell is an independent insurance agency and brokerage that places personal and commercial insurance policies with multiple carriers on behalf of clients. The firm sells auto, home, life, health, Medicare, long-term care, disability, umbrella, recreational vehicle, and short-term rental insurance to individuals and families, plus business insurance, employee benefits, group health, and property manager coverage to small businesses. A distinguishing service feature is the Renewal Protection Plan, which automatically evaluates renewal offers each year against multiple carriers to optimize price and coverage.

Product overview

Glidewell is an independent insurance agency offering a comprehensive portfolio of personal and commercial insurance products. The company provides individual coverage including car, home, life, health, Medicare, disability, long-term care, umbrella, and recreational vehicle insurance, as well as commercial insurance for businesses. The Renewal Protection Plan is a distinctive service feature that automatically reviews renewal offers each year to ensure clients receive optimal pricing and coverage. Glidewell also offers employee benefits and group health insurance for employers. The company operates as an independent agency able to evaluate offerings across multiple insurance carriers.

Differentiator

Problem solved

Functional benefit

Products and services

• Car Insurance Personal auto insurance coverage sourced from multiple carriers through Glidewell's independent brokerage, protecting clients against financial loss from vehicle accidents, theft, or damage. For individuals and families in Montana.
• Home Insurance Homeowners insurance coverage placed with multiple carriers, protecting residential properties against property damage, loss, and liability. For homeowners in Montana.
• Life Insurance Life insurance providing death benefit payments to beneficiaries upon the policyholder's passing, sourced through multiple carriers. For individuals and families seeking financial protection.
• Health Insurance Health insurance coverage for medical expenses including doctor visits, hospital stays, prescription drugs, and preventive care, sourced from multiple carriers. For individuals and families.
• Medicare Insurance Medicare coverage including Medicare Supplement, Medicare Advantage, and Part D prescription drug plans for individuals 65 and older, sourced from multiple carriers. For Montana seniors and those approaching Medicare eligibility.
• Umbrella Insurance Excess liability coverage providing additional protection beyond the limits of underlying auto, home, or other personal policies. For individuals and families seeking higher liability limits.
• Long-Term Care Insurance Coverage for long-term care services assisting individuals with day-to-day activities such as eating and bathing, provided at home or in care facilities. For individuals planning for extended care needs.
• Disability Insurance Income protection insurance that replaces a portion of earnings if the policyholder becomes unable to work due to injury or illness. For working individuals and professionals.
• Recreational Vehicle Insurance Coverage for RVs, boats, ATVs, motorcycles, and snowmobiles against damage, theft, and liability. For owners of recreational vehicles in Montana.
• Short-Term Rental Insurance Specialized coverage for Airbnb, Vrbo, and similar short-term rental properties protecting against property damage, liability, and business interruption. For short-term rental hosts and property managers.
• Business Insurance Commercial coverage protecting businesses against property damage, liability, workers' compensation, and other operational risks, sourced from multiple carriers. For Montana small business owners.
• Employee Benefits Group benefits packages for employers including group health insurance, ancillary benefits, and employee benefit program design and administration. For Montana employers offering benefits to staff.
• Property Manager Insurance Specialized insurance coverage for property managers handling residential or commercial rental properties, including liability and property coverage. For Montana property management companies.
• Renewal Protection Plan Annual policy review service that proactively re-shops renewal offers across multiple insurance carriers each year to ensure clients receive optimal pricing and coverage. For existing Glidewell personal lines clients.

Quantifiable outcome

• Clients report saving $800-$1,200+ per year by switching to Glidewell
• +1 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Dave Ramsey / Ramsey SolutionscoreGTM or Marketing PartnerGlidewell is an officially endorsed Ramsey Trusted Pro provider, vetted and approved by Dave Ramsey and Ramsey Solutions to serve Ramsey's audience of financially-minded consumers. This partnership provides credibility, leads from Ramsey's customer base, and aligns Glidewell with Dave Ramsey's trusted brand.
• Multiple Insurance CarrierscoreChannel Partner/ Reseller/ DistributorAs an independent insurance agency, Glidewell represents and sells products from multiple insurance carriers including auto, home, life, health, and commercial insurance providers. The company shops coverage options across these carriers to find the best fit for each client.
• Brotherhood MutualminorChannel Partner/ Reseller/ DistributorGlidewell offers church insurance products through Brotherhood Mutual, as mentioned in a client testimonial about coverage for church property and parsonage.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Goosehead Insurance: Public, tech-enabled independent personal-lines agency that shops coverage across multiple carriers for consumers. Closest business-model analog to Glidewell, with similar cross-carrier advisory model and consumer focus, though significantly larger and more digitized.
• Brightway Insurance: Private, franchise-based independent insurance agency network offering personal and commercial lines across multiple carriers. Comparable to Glidewell in product breadth and independent agency structure, but operating via a franchise/retail-store model.

Broad incumbents

• Integrity Marketing Group: Large independent distributor of life, health, and annuity products that has aggressively rolled up independent agencies and agents. Same multi-carrier distribution model as Glidewell but at national scale; also a likely acquirer of agencies like Glidewell.
• Acrisure: Top-10 global insurance brokerage built through acquiring independent agencies across the U.S. Directly comparable distribution model and a potential roll-up buyer for an agency of Glidewell's profile.
• Brown & Brown: Large national insurance brokerage serving commercial and personal lines customers through acquired independent agencies. Operates in the same independent-brokerage channel as Glidewell and has historically acquired smaller regional agencies.
• Hub International: National insurance brokerage focused on middle-market commercial and personal lines. Comparable independent-agency distribution model and active acquirer of regional brokerages with multi-carrier carrier relationships similar to Glidewell's.
• State Farm: Largest U.S. personal-lines insurer, distributing through captive agent offices across the country. Competes with Glidewell for the same auto/home/life customers in Montana via local agent offices, though with a captive (single-carrier) model.
• Allstate: Major U.S. personal-lines carrier with a captive agent distribution network. Directly competes with independent agencies like Glidewell for personal lines customers in Montana and has been pushing further into independent-channel distribution.
• Country Financial: Regional mutual insurance and financial services company selling auto, home, life, and commercial coverage through captive agents in the Midwest and West. Operates a multi-line, advice-oriented model analogous to Glidewell but as a single carrier with regional scale.

Regional players

• Shelter Insurance: Mutual insurance carrier with a captive agent force concentrated in the central and western U.S. Comparable mid-sized multi-line agency distribution model and competing for the same regional personal and small-commercial lines market as Glidewell.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/glidewell_pro
• Facebookfacebook.com/glidewell.pro
• LinkedInlinkedin.com/company/glidewellsolutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds1 record

Investors1 record

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

M&A

Investments

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

Frequently asked questions about Glidewell