CBIZ Insurance Services, Inc.

What CBIZ Insurance Services, Inc. does

CBIZ Insurance Services, Inc. is the operating insurance brokerage subsidiary within CBIZ, Inc., a publicly traded U.S. professional services firm headquartered in Cleveland, Ohio, delivering services through a national network of offices. The company operates an alternative practice structure: CBIZ CPAs P.C. provides attest (audit) services, while CBIZ, Inc. and its non-attest subsidiaries deliver tax, advisory, benefits, insurance, technology, and investment advisory services. CBIZ serves primarily middle-market growth companies, with additional reach into not-for-profit/education, construction, real estate, private equity, healthcare, financial services, technology, and government verticals.

Revenue is generated through professional services fees across six core service lines — Accounting, Tax, Advisory, Benefits & HR, Insurance, and Technology — delivered via project-based engagements, retainer relationships, and recurring compliance work. The insurance practice offers business, individual, risk management, and specialty coverage through CBIZ Benefits & Insurance Services, Inc. CBIZ Investment Advisory Services, LLC separately manages $83B+ in assets under advisement across retirement plans, private wealth, and endowments/foundations. The firm's go-to-market is sales-led, combining inside and field sales teams, website-driven inbound consultation requests, and thought-leadership content marketing across 13 industry verticals.

Technology is not the firm's core product; CBIZ leverages industry-standard tools and ecosystem integrations (Workiva for enterprise reporting, Acumatica for HR/payroll, NetSuite for ERP) and packages a Technology Solutions practice (AI, cloud, cybersecurity, managed services) as an advisory deliverable rather than a packaged software product. Pricing is quote-based, tailored to engagement scope, and not publicly disclosed. The firm maintains multiple wholly-owned operating subsidiaries (CBIZ CPAs P.C.; CBIZ Advisors, LLC; CBIZ Investment Advisory Services, LLC; CBIZ Benefits & Insurance Services, Inc.; CBIZ Financial Solutions, Inc.) and sub-brands including CBIZ Investment Advisory Services and CBIZ Centrally HR.

Name

CBIZ Insurance Services, Inc.

Legal name

CBIZ, Inc.

Website

https://cbiz.com

Company type

Public

Founded year

1996

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

CBIZ Insurance Services, Inc. is the insurance brokerage arm of CBIZ, Inc., a publicly traded U.S. professional services firm delivering accounting, tax, advisory, benefits, insurance, and technology solutions to middle-market companies across 13 industry verticals nationwide.

Ownership category

akta.pro rank

Product category

Professional Services

NAICS

Insurance Agencies and Brokerages (524210), Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Mid-Market Commercial Package (Package Policies) (FSAJAFAB)

akta.pro secondary industry

Commercial General Liability (CGL) (FSAJADAA)

Keywords

• Professional services
• Insurance brokerage
• Tax advisory
• Audit services
• Benefits administration

Headquarters

HQ city

Kansas City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Fees: CBIZ generates revenue through fees for professional services including accounting, tax preparation and planning, advisory consulting, insurance brokerage and risk management, benefits administration, and technology consulting. Services are delivered through six core areas: Accounting, Tax, Advisory, Insurance, Benefits, and Technology. Revenue is generated through project-based engagements, recurring service arrangements, and retainer-based relationships with clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

CBIZ Insurance Services, Inc. operates as part of a national professional services platform providing integrated solutions across six core service lines: Accounting, Tax, Advisory, Benefits, Insurance, and Technology. The firm delivers business insurance brokerage, risk management, specialty insurance coverage, audit, tax, advisory, employee benefits, and technology consulting services to middle-market companies and other organizations across the United States.

Product overview

CBIZ Insurance Services, Inc. operates as a professional services firm offering an integrated suite of services across six core areas: Accounting, Tax, Advisory, Benefits, Insurance, and Technology. The company uses a platform-plus-modules architecture with core service lines (Accounting Services, Tax Services, Advisory Services, Benefits & HR Services, Insurance Solutions, and Technology Solutions) as the primary offerings, each with multiple specialized sub-products and modules. Key products include CBIZ CPAs for audit and attest services, Financial Reporting (IFRS & GAAP, SEC Reporting Advisory), Business Tax Services (corporate, partnership, international, SALT, specialized tax), Private Client Services (family office, estate planning, charitable planning), Advisory Services (Private Equity Advisory, Risk & Advisory Services, Forensic Consulting & Litigation, Financial Accounting & Advisory Services, Valuation Services, Human Capital Management including Compensation Consulting), Insurance Solutions (business, individual, specialty insurance), Technology Solutions (AI, cybersecurity, cloud, managed services), and Investment Advisory Services. The firm serves middle-market companies and diverse not-for-profits with industry-specific expertise across construction, real estate, technology, healthcare, financial services, and other sectors.

Differentiator

Problem solved

Functional benefit

Brands

• CBIZ Investment Advisory Services: Investment advisory services for retirement plans, foundations, endowments, individuals, and trusts with over $83 billion in assets under advisement.
• CBIZ Centrally HR

Products and services

• Insurance Solutions Business insurance brokerage and risk management offerings including business insurance, individual insurance, and specialty insurance coverage designed to protect businesses and their assets.
• Business Insurance Solutions Property and casualty and other business insurance coverage solutions designed for middle-market companies.
• Individual Insurance Personal insurance products and coverage for individuals, often provided alongside employer-sponsored benefits and executive insurance planning.
• Risk Management Risk identification, assessment, and mitigation services including enterprise risk management frameworks and insurance program structuring for clients.
• Specialty Insurance Specialty insurance coverage for industry-specific or non-standard exposures including niche lines such as cyber, professional liability, and other specialty risks.
• Accounting Services Financial accounting, audit, and reporting services including financial statement audits, SEC/PCAOB audits, employee benefit plan audits, compilation and review services, and SOC reporting.
• Tax Services Comprehensive tax solutions including business tax, international tax, state and local tax, private client tax, specialized tax, and opportunity zone advisory.
• Advisory Services Data-driven advisory services including private equity advisory, risk and advisory, forensic consulting and litigation, financial accounting and advisory, valuation, and human capital management.
• Benefits and HR Services Actuarial, employee benefits administration, benefits consulting, HR services, and retirement plan administration and consulting.
• Technology Solutions IT consulting, cybersecurity, cloud and infrastructure, managed services, AI services, and enterprise performance and technology consulting.
• Investment Advisory Services Retirement plan consulting, private wealth management, and endowments and foundations advisory services with over $83 billion in assets under advisement as of December 31, 2025.

Quantifiable outcome

• $550,000 tax assessment reduced to $30,000
• +4 more outcomes

Named customers8 records

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability4 records

Partnerships

Two partnerships are on record, tiered notable and supporting.

• WorkivanotableTechnology or Integration · 1 January 2025CBIZ has a partnership with Workiva for enterprise reporting solutions. CBIZ was recognized as the 2025 Workiva Americas Emerging Partner of the Year for collaboration to streamline enterprise reporting, strengthen risk and compliance, and support evolving client needs.
• CEFEX (Centre for Fiduciary Excellence)supportingOthersCEFEX provides independent recognition of CBIZ Investment Advisory Services' conformity to fiduciary best practices standards. CBIZ maintains CEFEX registration demonstrating adherence to industry best practices.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Market position

Competitive moat4 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries5 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 CBIZ Insurance Services, Inc.