Blair & Company

What Blair & Company does

Blair & Company is a privately held, family-owned Third Party Administrator (TPA) founded in 1987 by Bill Blair and headquartered in Valencia, California, with a second regional office in Charlotte, North Carolina (opened in 2006). The firm delivers customized claims management and administration services for property and casualty insurance programs, serving domestic insurance carriers, Lloyd's of London syndicates and companies, insurance brokers, managing general agents (MGAs), and self-insured entities throughout the United States. Service scope covers multi-line P&C programs (e.g., general liability, property, construction, professional liability, trucking, inland marine, and others), plus financial administration (bordereaux production in Lloyd's traditional and standardized formats, bank reconciliation, client fund accounting), management information reporting, loss run generation, and regulatory compliance modules covering MMSEA Section 111 (CMS Medicare reporting), U.S./U.K./Lloyd's regulatory frameworks, OFAC SDN screening, adjuster licensing across multiple states, and data protection/CCPA requirements.

The technological backbone is the proprietary CLAIMS System, a line-of-business claims management platform developed over more than a decade that integrates claim intake and assignment, timesheet management, diary tracking, reserve and invoice management, bordereaux production, check issuance, document production, and CMS/OFAC SDN compliance, alongside an integrated document management system and a 24/7 secure client access portal (with Microsoft SSO support). In 2023, Blair & Company migrated all IT infrastructure to the Microsoft Azure ecosystem, providing geo-redundant architecture, real-time data replication between the Valencia and Charlotte offices, and on-demand failover.

The business model is a managed-services, fee-based TPA model with services scoped and priced per client requirements; pricing is not publicly disclosed. Go-to-market is enterprise, relationship-driven field sales targeting insurance carriers and syndicates, with digital channels limited to a corporate website, contact forms, an online claim submission interface, and the secure CLAIMS Portal. The company employs between 51 and 100 people, including fully trained and licensed claims examiners who average over 25 years of experience, and leadership comprises founder/CEO Bill Blair (Valencia) and President Rod Blair (Charlotte), the latter promoted in 2005 as part of the family succession.

Name

Blair & Company

Legal name

Blair & Company

Website

https://blairandco.net

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

51–100 employees

Short description

Blair & Company is a privately held, family-owned Third Party Administrator providing customized claims management, financial administration, and regulatory compliance services to insurance carriers, Lloyd's of London syndicates, MGAs, and self-insured entities across the United States, supported by its proprietary CLAIMS System.

Ownership category

akta.pro rank

Product category

Insurance Third Party Administration (Claims Administration Services)

NAICS

Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292), Claims Adjusting (524291)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Third-Party Administrator (TPA) & Program Administrator Services (FSAJALAF)

akta.pro secondary industry

Compliance, Reporting & Regulatory Administration (ERISA/ACA/No Surprises) (HLAEALAJ)

Keywords

• Third party administration
• Claims management services
• Insurance claims administration
• Financial administration reporting
• Regulatory compliance services

Headquarters

HQ city

Valencia

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Third Party Administrator Services: Blair & Company generates revenue as a Third Party Administrator providing claims management and administration services to insurance carriers, self-insured entities, and Lloyd's of London. Services include claims handling, financial administration, compliance reporting, and MI reporting. The company operates on a service fee basis with no specific pricing disclosed publicly.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Blair & Company operates as a Third Party Administrator (TPA) providing customized claims management and administration services for the insurance industry. Its offering spans multi-line property and casualty claims handling, financial administration (bordereaux, bank reconciliation, fund accounting), management information reporting, loss run generation, Medicare Section 111 compliance, and regulatory compliance for U.S., U.K., and Lloyd's markets — all delivered through its proprietary CLAIMS System with geo-redundant Microsoft Azure infrastructure and a 24/7 secure client portal.

Product overview

Blair & Company operates as a Third Party Administrator (TPA) offering a unified claims management platform built around its proprietary CLAIMS System. The core offering encompasses Claims Management & Administration covering multiple property and casualty insurance lines, supplemented by Financial Administration, MI Reporting, and Loss Runs modules. Compliance modules address Medicare/MMSEA Section 111 reporting and regulatory requirements for U.S., U.K., and Lloyd's markets. The IT Infrastructure layer provides secure Client Access Portal, Business Continuity/Disaster Preparedness capabilities, and an Online Claim Submission interface. The CLAIMS Portal serves as the gateway for authorized remote users to access all business-critical information.

Differentiator

Problem solved

Functional benefit

Products and services

• Claims Management & Administration Full-service third party administration of property and casualty claims for insurance carriers, Lloyd's of London syndicates, MGAs, and self-insured entities. Services include evaluation, investigation, negotiation, and resolution of claims across lines such as antiques and collectibles, artisan contractors, automobile liability, construction risks, cosmetic services, earthquake, flood, food service, general liability, homeowners, inland marine, products liability, professional liability, property, residential care, retail, scuba diving, and trucking.
• Financial Administration Fiduciary financial services for insurance programs including monthly bordereaux production (Lloyd's traditional protocol and Lloyd's Standardized Bordereaux format), bank reconciliation, client fund accounting, and fund distribution management, with real-time access to reserved and incurred information, claim status, history, and activity through the CLAIMS database.
• MI Reporting Customized management information reporting service delivered at client-requested intervals, with dynamic loss data storage and reporting capabilities to help clients understand and improve their business strategies and operations.
• Loss Runs Storage of historical claims and financial activity enabling rapid response to written loss run queries, with a self-service portal available for clients to generate loss run reports on demand.
• Medicare Compliance & Reporting MMSEA Section 111 mandatory reporting solution with proprietary software that integrates directly with CMS and client-designated intermediary vendors, handling data collection, input, error-checking, data submission, and response handling for Non-Group Health Plan (NGHP) insurer reporting requirements.
• U.S., U.K. & Lloyd's Regulatory Compliance Compliance services covering adjuster licensing, anti-bribery, anti-money laundering, complaints handling, data protection, disaster recovery, document retention, conflicts of interest policies, fair treatment standards, Lloyd's Claims Management Principles, OFAC SDN compliance, and privacy requirements across U.S., U.K., and Lloyd's regulatory frameworks.
• IT Infrastructure (Geo-Redundant Operations) IT infrastructure utilizing server virtualization, enterprise storage architecture, cloud computing, and mobile workspaces, with redundant datacenters in Eastern and Western regional offices, real-time data replication, and virtual private cloud for disaster recovery capabilities — operated as the backbone of the firm's TPA service delivery.
• CLAIMS System (Proprietary Claims Management Platform) Proprietary line of business claims management system developed over a decade of continuous development that tracks claim intake and assignment, timesheet management, diary tracking/reports, reserve and invoice management, bordereaux production, check issuance, document production, and CMS/OFAC SDN compliance, with an integrated document management system.
• Online Claim Submission Multi-step web-based form for submitting new claims that collects tendering party, insured, claimant, and assignment details (Liability, Property, Construction Defect, Bodily Injury, Auto), supports up to 10 attachments, and routes the claim into the CLAIMS System for assignment.

Quantifiable outcome

• Real-time 24/7 access to claims and financial information for clients
• +2 more outcomes

Named customers5 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

Integration2 records

Feature5 records

Partnerships

Two partnerships are on record, tiered core.

• Microsoft AzurecoreTechnology or Integration · 1 January 2023In 2023, Blair & Company migrated all IT infrastructure to the Microsoft Azure ecosystem. This migration provides geo-redundant infrastructure, on-demand scalability, enhanced security, and enables the company to fail over on demand in the event of a disaster.
• Lloyd's of London Syndicates and CompaniescoreStrategic or Co-development PartnerPartnership with Lloyd's of London began in 1998. Blair & Company serves as Third Party Administrator for various syndicates within Lloyd's of London, providing claims management services compliant with Lloyd's Claims Management Principles and Minimum Standards. The company is well-versed in Lloyd's bordereaux protocol and Standardized Bordereaux format.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Sedgwick: Sedgwick is one of the largest global claims management and TPA firms, providing property & casualty claims administration to carriers, employers, and Lloyd's interests — directly comparable to Blair & Company's core TPA offering but at materially larger scale.
• Claims Management Resources (CMR): CMR is an independent TPA providing property and casualty claims administration to carriers, MGAs, and self-insureds — closely matching Blair's customer mix and specialty-line TPA model.
• Broadspire (by Crawford): Broadspire provides third-party claims administration and managed care services to insurers and self-insureds; comparable to Blair's managed-services TPA model, especially on the workers' compensation and casualty side.
• Mitchell International: Mitchell provides claims technology, workflow solutions, and pharmacy/medical claims management to insurers and TPAs — adjacent peer given its emphasis on technology-enabled claims handling similar to Blair's CLAIMS System.
• ESIS Inc. ESIS is a third-party claims administrator serving commercial insurers and self-insureds with property, casualty, and specialty claims handling — directly comparable to Blair & Company's core P&C claims TPA offering.
• York Claims Management: York Claims Management is a mid-size independent claims administration firm serving carriers and self-insureds with multi-line P&C claims — comparable to Blair in size, customer profile, and service offering.
• CorVel Corporation: CorVel provides managed care and claims administration services with proprietary technology, serving insurers, TPAs, and self-insureds — comparable to Blair's blend of proprietary technology and P&C claims administration.
• Gallagher Bassett: Gallagher Bassett is a large claims management and TPA firm serving carriers and self-insureds across P&C and specialty lines — directly comparable to Blair's multi-line P&C claims administration focus.
• Crawford & Company: Crawford is a global claims management and adjustment firm serving insurers, self-insureds, and Lloyd's of London — closely comparable to Blair's carrier/syndicate-focused claims administration and Lloyd's bordereaux work, though with much broader international scale.

Broad incumbents

• Verisk Claims Solutions: Verisk is a large analytics and technology provider to the insurance industry, including claims management solutions; comparable as a broader incumbent in the claims technology and analytics ecosystem rather than as a direct TPA competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/blairandco
• Facebookfacebook.com/blairandco
• LinkedInlinkedin.com/company/blair-and-company

Compliance10 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Blair & Company