ExperINS

What ExperINS does

ExperINS is a privately-held employee benefits consulting firm headquartered in Austin, Texas. Founded in 2020, the firm provides comprehensive benefits advisory, administration, and brokerage services to organizations ranging from startups to enterprise, including non-profits and professional services firms. The company operates with a lean team of 11-50 employees led by CEO Trey Halbert, who has managed data-focused benefit strategies since 1994, supported by specialty experts including a Chief Actuary, Pharmacy Director, Medical Director, and Clinician. The firm has secured named customers across multiple industries — Kofile (technology services), Aspire Allergy & Sinus (healthcare), Morning Consult (market research), and Goodwin Management (property management) — and has not raised outside funding.

Name

ExperINS

Legal name

ExperINS

Website

https://experins.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

ExperINS is an Austin-based employee benefits consulting firm serving startups to enterprise organizations, including non-profits and professional services. Founded in 2020, the firm delivers plan design, compliance, analytics, and clinical advisory services backed by specialty experts.

Ownership category

akta.pro rank

Product category

Employee Benefits Consulting

NAICS

Agencies, Brokerages, and Other Insurance Related Activities (5242), Human Resources Consulting Services (541612)

SIC

Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742)

akta.pro primary industry

Global Employer of Record (EOR) Services (BPACAHAA)

Keywords

• Employee benefits consulting
• Insurance brokerage services
• Benefits administration advisory
• HR consulting services
• Actuarial consulting services

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Benefits Consulting Services: Professional consulting fees for comprehensive benefits management services including plan design, compliance review, analytics, education, and employee advocacy. Revenue generated through service fees for strategic advisory, ongoing benefits administration, and specialized consulting engagements for companies from startup to enterprise level.
2. Actuarial Services: Specialized actuarial consulting for self-funding strategies, captives, and pharmacy carve-out programs.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

ExperINS is an employee benefits consulting and insurance brokerage firm that delivers plan design, compliance review, analytics, education, employee advocacy, clinical consulting, risk assessments, and innovative benefits strategies. It serves a wide spectrum of U.S. organizations—from startups to enterprise companies, including non-profits and professional services firms—through a personalized, full-service partnership model.

Product overview

ExperINS is a comprehensive benefits management firm offering a unified suite of consulting and advisory services. The portfolio centers on core benefit administration services including Plan Design, Compliance Review, Analytics, Education, and Employee Advocacy, supported by specialized offerings in Clinical Consulting, Risk Assessments, and Innovative Strategies. The company leverages predictive analytical tools and data benchmarking to deliver personalized 3-year strategic roadmaps, serving clients from startup to enterprise across industries including non-profit and professional services.

Differentiator

Problem solved

Functional benefit

Products and services

• Clinical Consulting & Risk Assessments Clinical consulting combined with structured risk assessments to help client organizations evaluate benefits-related health, cost, and population risks and design interventions accordingly. Targeted at HR, finance, and benefits leaders across startups through enterprise, non-profits, and professional services firms.
• Innovative Benefits Strategies Strategic advisory service that develops innovative employee benefits strategies tailored to client objectives, including emerging plan designs and approaches that differentiate an organization's total rewards offering.
• Plan Design End-to-end benefits plan design service that builds or restructures client benefits programs, from initial structuring through carrier selection and plan documentation, aimed at employers seeking competitive, cost-effective offerings.
• Compliance Review Compliance review service that audits client benefits programs against applicable federal and state regulations (such as ERISA, ACA, and related requirements) and provides remediation recommendations to reduce legal and regulatory risk.
• Benefits Analytics & Benchmarking Analytics and benchmarking service that uses predictive analytical tools and market benchmarking data to inform client benefits strategy, plan performance, and decision-making.
• Employee Education Employee education service that designs and delivers communications, training, and resources to help client workforces understand and maximize their benefits programs.
• Employee & Claim Advocacy Employee and claim advocacy service that supports employees through benefits interactions, claims issues, and carrier escalations, serving as a dedicated advocate on behalf of the client organization.
• HCM, Payroll & Benefits Technology Integration Technology integration service that connects HCM, payroll, and benefits platforms to streamline administration, improve data flow, and support better decision-making across the client's HR ecosystem.

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature4 records

Scale indicators1 record

Recent moves3 records

Expansion highlights4 records

Direct peers

• Hub International: North American insurance brokerage providing commercial, personal, and employee benefits brokerage plus risk consulting. Closely comparable in target market (mid-market employers) and benefits consulting/brokerage model.
• Lockton: Largest independent insurance brokerage globally, with a strong mid-market and enterprise benefits consulting practice. Closely comparable on consultative, partner-led service model and benefits specialization, while operating at significantly larger scale.
• USI Insurance Services: Middle-market insurance brokerage and benefits consulting firm with a similar consultative sales model and target customer profile (mid-market to enterprise employers). Comparable across benefits brokerage, risk management, and HR consulting, with national footprint and PE backing.
• OneDigital: US-focused insurance, benefits, and HR consulting platform serving mid-market and enterprise employers. Closest comparable peer in size and go-to-market — also combines benefits brokerage with HR consulting and benefits administration technology, but operates at greater scale and is PE-backed.
• NFP (an Aon company): US-focused insurance brokerage and advisory firm with strong mid-market and enterprise employer benefits practice. Recently acquired by Aon, illustrating the broader consolidation trend that affects standalone brokers like ExperINS.

Broad incumbents

• Aon: Global professional services firm providing risk, retirement, and health solutions. Competes with ExperINS in mid-market and enterprise benefits brokerage, with deeper carrier relationships, proprietary data assets (AonPath), and a much larger consulting bench.
• Marsh McLennan: Global insurance brokerage and risk advisory giant (parent of Marsh, Mercer, Oliver Wyman). Overlaps with ExperINS across employer benefits brokerage, actuarial consulting, and HR consulting — but serves primarily enterprise and multinational clients with significantly broader scale and proprietary analytics platforms.
• Brown & Brown: Large US insurance brokerage and risk management firm with significant employee benefits division. Comparable benefits advisory offerings, though broader in scope and substantially larger in scale.
• Willis Towers Watson (WTW): Global advisory firm offering health, benefits, and talent solutions. Direct overlap on benefits consulting, actuarial, and HCM technology advisory for mid-market and enterprise employers, with significantly broader technology stack and international footprint.
• Arthur J. Gallagher & Co. Large global insurance brokerage and risk management firm. Overlaps with ExperINS across commercial and benefits brokerage, with substantially deeper specialty practice areas and proprietary benchmarking/risk analytics.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/experinstx
• Facebookfacebook.com/ExperINS
• LinkedInlinkedin.com/company/experins

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

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 ExperINS