Swingle Collins & Associates

What Swingle Collins & Associates does

Swingle Collins & Associates is a privately held independent insurance agency and brokerage founded in 1982 and headquartered in Dallas, Texas. The firm operates through four Texas offices — Dallas (corporate headquarters at 13760 Noel Road), Fort Worth, Denton, and San Antonio — and delivers risk management and insurance brokerage services across three core lines: Commercial Insurance, Personal Insurance, and Employee Benefits, supplemented by Loss Control services. Its client base is diversified across 17 named industry verticals (Transportation, Construction, Healthcare, Energy, Real Estate, Technology, Manufacturing, Financial Institutions, Agriculture, Aviation, Food & Beverage, Law Firms, Media, Private Equity, Educational Institutions, and Professional Services), entrepreneurs and middle-market businesses, employer groups, and high-net-worth individuals and families. Notable named engagements include an insurance partnership serving Amazon Delivery Service Partners (DSPs).

The firm earns revenue primarily through commissions paid by insurance carriers for placing commercial and personal lines policies, with additional professional services revenue from employee benefits administration and loss control work delivered through a partnership with Safety, Training & Compliance (STC). Its go-to-market is a relationship-driven, advisor-led sales motion: a team of 40+ risk advisors prospects via cold outreach, local networks, and community involvement, and the firm offers equity-partnership tracks to advisors who build sustainable books of business. Day-to-day operations run on Applied Epic for agency management and policy administration, the CSR-24 client portal for certificate management and policy access, and ReSourcePro for outsourced processing support. Pricing is quote-based and annual, with complimentary policy reviews offered as a lead-conversion mechanism.

The company holds several marquee industry designations: Insurance Journal Top 100 Property/Casualty Agency for eight consecutive years, Independent Insurance Agents & Brokers of America (Big "I") Best Practices Top Performer for 2023, and Chubb's Cornerstone designation for both personal and business lines — held by roughly 1% of Chubb's 4,500+ North American agency partners. Leadership transitioned in 2024, with Dan Curtis succeeding founder Frank Swingle as CEO and Swingle assuming the Executive Chairman role. The firm has actively expanded its shareholder base, naming multiple advisors to equity in 2023 (Ryan Hanratty, Kyle Weatherby) and 2024 (Baron Cass, Linden Chalfant Nelson, Samantha Pate), reinforcing its privately held, independent ownership structure.

Name

Swingle Collins & Associates

Legal name

Swingle Collins & Associates

Website

https://swinglecollins.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

101–250 employees

Short description

Swingle Collins & Associates is a privately held, Dallas-based independent insurance agency founded in 1982 that delivers commercial, personal, and employee benefits brokerage plus loss control services to entrepreneurs, middle-market businesses, and high-net-worth families across Texas.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

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

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Commercial Lines Insurance Brokerage (FSAEADAB)

akta.pro secondary industries

Retail (Personal Lines) Insurance Brokerage (FSAEADAA), Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines) (FSAEADAJ), Individual Health Insurance Brokerage & Distribution (FSAIAEAL)

Keywords

• Commercial insurance brokerage
• Personal insurance solutions
• Employee benefits administration
• Risk management consulting
• Loss control services

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Commissions: The company operates as an independent insurance agency/brokerage earning commissions from insurance carriers for placing business. Revenue comes from both commercial and personal lines insurance policies.
2. Employee Benefits Services: Revenue from managing employee benefits programs including health insurance, open enrollment meetings, and ongoing benefits administration for employer clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Swingle Collins & Associates is an independent insurance agency and brokerage providing commercial insurance, personal insurance, employee benefits, and loss control services. The company places business with multiple carrier partners through a team of risk advisors who deliver consultative risk management, policy placement, claims advocacy, and ongoing service to businesses and high-net-worth individuals across Texas.

Product overview

Swingle Collins & Associates is an independent insurance agency offering a comprehensive portfolio of risk management and insurance products. The core offerings include Commercial Insurance, Employee Benefits, Personal Insurance, and Loss Control services. The agency serves multiple industries including Transportation, Agriculture, Aviation, Construction, Healthcare, Manufacturing, Real Estate, Technology, and Energy. Insurance coverage types include Workers' Compensation, Crime Insurance, D&O Liability, EPLI, and specialized property coverage options. Loss Control services are powered through a partnership with Safety, Training & Compliance (STC) for safety programs and employee training. The agency operates primarily in Texas with offices in Dallas, Fort Worth, San Antonio, and Denton.

Differentiator

Problem solved

Functional benefit

Products and services

• Commercial Insurance
• Personal Insurance
• Employee Benefits
• Loss Control Services
• Transportation Insurance
• Amazon Delivery Service Partner Insurance Program

Quantifiable outcome

• Customers following TCOR process paid 29% less than market over 10 years
• +1 more outcomes

Named customers2 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

Integration8 records

Feature2 records

Partnerships

Three partnerships are on record, tiered core and flagship.

• Safety, Training & Compliance (STC)coreImplementation/ SI/ Consulting Partner · 1 June 2021Partnership to provide Best in Class Loss Control, Risk Mitigation, and Safety Services to clients. STC provides on-site inspections, safety evaluations, employee training programs, and creates safety programs. Mark Huff, Shareholder and Commercial Risk Advisor, heads the Loss Control Committee for this partnership.
• Chubb InsuranceflagshipChannel Partner/ Reseller/ DistributorChubb has bestowed its Cornerstone designation on Swingle Collins & Associates. Of over 4,500 agencies working with Chubb in North America, only about 1 percent has earned the Cornerstone designation for both personal lines and business lines insurance. Agency staff can work with Chubb's most experienced underwriters and risk consultants.
• Amazon Delivery Service Partner (DSP) ProgramcoreGTM or Marketing PartnerInsurance partnership providing comprehensive risk management and employee benefits plans for Amazon Delivery Service Partners (DSPs). Services include Workers Compensation Insurance, Physical Damage, Cargo Insurance, and General Liability Insurance. Partnership includes Loss Control Powered by STC for virtual and on-site safety training.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Aon: Global professional services firm offering risk management, insurance brokerage, and reinsurance. Competes for commercial and benefits clients in the same verticals and increasingly through digital distribution channels.
• Lockton Companies: Largest privately held insurance brokerage in the world, providing commercial insurance, benefits, and risk management. Comparable lines of business and middle-market/enterprise focus; competes for larger middle-market accounts in Texas and beyond.
• USI Insurance Services: Large national insurance brokerage serving middle-market clients across commercial, personal, and employee benefits lines. Direct competitor in the same middle-market and entrepreneurial segment Swingle Collins serves.
• Alliant Insurance Services: National specialty-focused insurance brokerage serving commercial, personal, and benefits clients across many industry verticals. Comparable multi-line model with strong specialty and middle-market emphasis.
• Marsh McLennan: Global insurance brokerage and risk advisory powerhouse. Competes for enterprise and middle-market commercial accounts across the same industries (energy, transportation, real estate) that Swingle Collins serves, though at much larger scale.
• Arthur J. Gallagher & Co. One of the largest global insurance brokerages and risk management firms. Comparable in commercial, personal, and employee benefits offerings but vastly larger and publicly traded; competes for the same middle-market and entrepreneurial clients that Swingle Collins targets.

Direct peers

• Risk Strategies: National specialty insurance brokerage with significant middle-market and personal lines focus. Comparable diversified, multi-vertical independent brokerage model growing rapidly through acquisitions.
• Higginbotham: Texas-headquartered independent insurance brokerage offering commercial, personal, and employee benefits across multiple offices. Closest geographic and model peer to Swingle Collins given similar size, multi-office Texas footprint, and broad-line independent agency structure.
• Burns & Wilcox: Specialty insurance wholesaler and brokerage providing complex and surplus lines placement. Comparable specialty and excess & surplus brokerage capability that overlaps with Swingle Collins' specialty commercial offerings.
• Holmes Murphy: Mid-sized independent insurance brokerage with strong employee benefits and commercial practices across the Midwest and South. Comparable middle-market, multi-line independent agency model and benefits-heavy mix.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/swinglecollins

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 Swingle Collins & Associates