Evertree Insurance
Evertree Insurance is a New York-based, PE-backed personal lines insurance agency founded in 2022 that operates an omni-channel distribution platform aggregating independent agents across 15 states, distributing home, auto, and life products.
- Company typePrivate
- Founded2022
- HeadquartersNew York, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Evertree Insurance does
Evertree Insurance is a privately held, technology-enabled personal lines insurance agency founded in 2022 and headquartered in New York. The company operates as an omni-channel personal lines insurance distribution platform, aggregating independent insurance agents and brokers under a single technology stack and offering consumers online quotes for home, auto, life, and related personal lines products via evertreeinsurance.com. It is a portfolio company of private equity firm Integrum Holdings LP, which provided founding capital in July 2022 to fund acquisitions, technology development, and agent recruitment.
The firm's growth model is acquisition-led: in its first 18 months Evertree completed three disclosed roll-up transactions — Gnade Insurance Group (December 2022, a Frankfort-based personal lines agency with over 4,600 clients), Provision Insurance Group (January 2023), and Prosper Insurance Group (November 2023) — each bringing established agent relationships and policyholder books onto the platform. In June 2025 the company entered a distribution partnership with Porch Group under the Porch Reciprocal Exchange, achieving appointed-carrier status in 15 states and gaining distribution access through Porch's home services ecosystem and utility concierge channel covering 14 million households.
Evertree generates revenue through insurance distribution commissions earned from carriers on policies placed through its independent agent network and digital channels. Pricing is quote-based and not publicly disclosed. The customer base spans independent agents and brokers seeking modern tooling as well as individual consumers purchasing home, auto, life, and other personal lines coverage, with a stated horizontal segmentation approach and mid-market channel focus.
Evertree Insurance firmographics
Firmographics- Name
- Evertree Insurance
- Legal name
- Evertree Insurance
- Website
- https://evertreeinsurance.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Evertree Insurance is a New York-based, PE-backed personal lines insurance agency founded in 2022 that operates an omni-channel distribution platform aggregating independent agents across 15 states, distributing home, auto, and life products.
- Ownership category
- akta.pro rank
Evertree Insurance industry classification
Industry- Product category
- Personal Lines Insurance Distribution
- NAICS
- Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Embedded Insurance & Affinity Distribution Platforms (FSAGAGAL)
- akta.pro secondary industry
- Wholesale Insurance Brokerage (Excess & Surplus Lines) (FSAEADAD)
Keywords
Where Evertree Insurance is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Markets served
Evertree Insurance business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- Insurance Distribution Commissions: Evertree Insurance generates revenue as a personal lines insurance distribution platform, likely earning commissions from insurance carriers for policies placed through its network of independent agents and broker partners.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels1 record
Evertree Insurance product offering
Product offeringCore offering
Evertree Insurance operates an omni-channel personal lines insurance distribution platform that offers Home, Auto, Life, and other personal insurance products. Customers can compare and initiate quotes online, while independent agents and brokers distribute policies through the company's network, supported by carrier appointments such as those secured through the Porch Reciprocal Exchange.
Product overview
Evertree Insurance operates as a unified omni-channel personal lines insurance distribution platform. The company provides an online platform for customers to compare and obtain quotes for Home, Auto, Life and More insurance products. The platform aims to attract independent agents through innovative technology and high-quality service, integrating new technology and tools acquired through business acquisitions like Gnade Insurance Group to enhance service for employees, brokers, and clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Evertree Insurance Platform
- Home Insurance
Companies that use Evertree Insurance
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Evertree Insurance technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Evertree Insurance partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Porch GroupcoreEvertree Insurance Services entered a distribution partnership with Porch Group as part of Porch's strategic expansion of its insurance Reciprocal Exchange. Evertree was appointed to write insurance products in 15 states, supporting Porch's priority to scale insurance premiums. The partnership expands Evertree's reach through Porch's home services ecosystem and utility concierge channel covering 14 million households.
- Gnade Insurance GroupcoreEvertree Insurance acquired Gnade Insurance Group, a Frankfort-based personal lines insurance firm, on December 15, 2022. The acquisition integrates new technology and tools to enhance service for employees, brokers, and clients. Gnade Insurance Group brought over 4,600 clients into the Evertree platform, expanding Evertree's customer base and agent network.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
Evertree Insurance competitors and assessment
Company assessmentEmerging players
- Lemonade: Direct-to-consumer digital carrier offering renters, home, auto, pet, and life insurance. Competes for the same personal lines consumer wallet but via a fully digital, no-agent model that pressures traditional agency economics.
- EverQuote: Online insurance marketplace that connects consumers with agents and carriers, generating consumer leads in personal lines. Comparable technology-led consumer-acquisition angle that complements the independent agent channel.
Broad incumbents
- Integrity Marketing Group: Large PE-backed independent insurance distribution platform built through acquisitions of life, health, and annuity agencies. Comparable as a roll-up acquirer in the independent agency channel, though broader across life/health.
- Acrisure: PE-backed insurance brokerage built via aggressive roll-up of agencies and brokerages across personal and commercial lines. Comparable inorganic-growth playbook, though with much broader scale and product mix.
- Marsh McLennan Agency: Large-scale insurance brokerage serving mid-market and enterprise clients with risk advisory and personal lines. Broad incumbent in agency distribution, though predominantly commercial; relevant benchmark for agency roll-up economics.
Direct peers
- Porch Group: Home services ecosystem with a Reciprocal Exchange carrier that appointed Evertree in 15 states. Functions simultaneously as a strategic partner and as a vertically adjacent distribution platform in the home insurance market.
- SelectQuote: Tech-enabled direct-to-consumer distribution platform for life, auto, and home insurance via a digital comparison engine plus call-center agents. Overlaps with Evertree on multi-line personal lines distribution and digital lead conversion.
- SmartFinancial Holdings: Operates a digital insurance marketplace and agency platform connecting consumers with personal lines carriers across the U.S. Closely comparable omni-channel distribution model focused on personal lines shopping and agent enablement.
- Goosehead Insurance: Tech-enabled personal lines insurance agency operating through a network of franchise agents across the U.S. Directly comparable to Evertree's model of combining digital tools with an independent agent network for personal lines distribution.
Others
- MediaAlpha: Programmatic customer acquisition platform for insurance and consumer verticals, supplying high-intent leads to carriers and agents. Comparable as an enabling technology layer for insurance distribution rather than as a competing agency.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights5 records
Customer concentration
Evertree Insurance financial estimates
Financial estimateRevenue estimate
Valuation estimate
Evertree Insurance leadership team
Management profileNumber of profiles
Evertree Insurance funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Evertree Insurance M&A and investment
M&A and investmentM&A3 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Evertree Insurance
What does Evertree Insurance do?
Evertree Insurance operates an omni-channel personal lines insurance distribution platform that offers Home, Auto, Life, and other personal insurance products. Customers can compare and initiate quotes online, while independent agents and brokers distribute policies through the company's network, supported by carrier appointments such as those secured through the Porch Reciprocal Exchange.
Is Evertree Insurance a public or private company?
Evertree Insurance is a private company. It is classified as private equity controlled and is currently operating.
When was Evertree Insurance founded?
Evertree Insurance was founded in 2022. It employs 101 to 250 people.
Where is Evertree Insurance based?
Evertree Insurance is headquartered in New York, United States, in the North America region.
How does Evertree Insurance make money?
One revenue line is on record: insurance Distribution Commissions.
Who are Evertree Insurance's main competitors?
Emerging players on record are Lemonade and EverQuote. Broad incumbents are Integrity Marketing Group, Acrisure and Marsh McLennan Agency. Direct peers are Porch Group, SelectQuote, SmartFinancial Holdings and Goosehead Insurance. MediaAlpha is listed as an others.
Does Evertree Insurance have an API?
No public API is recorded for Evertree Insurance.
What industry is Evertree Insurance in?
Evertree Insurance's product category is Personal Lines Insurance Distribution. Its primary akta.pro industry code is FSAGAGAL, Embedded Insurance & Affinity Distribution Platforms, with a secondary code of FSAEADAD, Wholesale Insurance Brokerage (Excess & Surplus Lines). Its NAICS code is 52421 and its SIC code is 6411.