What The Loomis Company does

The Loomis Company is a diversified insurance brokerage firm founded in 1955 and headquartered at 850 N. Park Road in Wyomissing, Pennsylvania (Berks County), with satellite offices in New York and Florida. The firm self-identifies as one of the top 100 diversified insurance brokers in the United States and operates as a private, for-profit entity with a 251–500 employee count. It is founder/management-owned with no disclosed parent company, subsidiaries, institutional investors, or publicly traded equity.

The company's core product offering spans eight insurance lines: Personal Insurance (home, condo, renters, auto), Commercial Insurance, Aviation Insurance, Marine & Boat Insurance, Employee Benefits, Property & Casualty, Risk Management, and Life Insurance. Underlying technology consists primarily of an insurance brokerage platform with online quote request forms (across commercial P&C, personal, life, marine, and employee benefits), the "MyLoomis" client login portal, and website/digital presence supported by social channels on Facebook, LinkedIn, and Twitter. The firm cites technology-enabled capability to serve clients internationally, though no AI/ML capabilities, APIs, patents, or proprietary technology platforms are disclosed.

Revenue is generated exclusively through insurance brokerage commissions earned from carriers for policies placed on behalf of clients. Pricing is quote-based and varies by client risk profile, coverage need, and carrier relationship, with multi-year contracts in use. The go-to-market motion is direct sales via website quote forms, phone-based sales (main line 610-374-4040), and in-person consultations at the three offices. Distribution targets a mix of individual consumers (long-tail personal insurance), SMBs, mid-market and enterprise commercial accounts, and specialty aviation/marine clients. Leadership includes Edwin Loomis (founder), James Loomis Jr. (COO), Christopher Barto (CFO), Diane Cameron (Director of Claims), and Jeff Lower (Corporate Risk Manager); no AI/ML, data science, or technology executive roles are disclosed.

Name

The Loomis Company

Legal name

The Loomis Company

Website

https://loomisco.com

Company type

Private

Founded year

1955

Operating status

Operating

Headcount range

251–500 employees

Short description

The Loomis Company is a private, diversified insurance brokerage founded in 1955 and headquartered in Wyomissing, PA, ranking among the top 100 U.S. brokers. It places personal, commercial, aviation, marine, employee benefits, and life insurance via three regional offices and technology-enabled digital channels.

Ownership category

akta.pro rank

Headquarters

HQ city

Pennsylvania Furnace

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Insurance Brokerage Commissions: The Loomis Company operates as a diversified insurance broker earning revenue through commissions from insurance carriers for policies placed on behalf of clients. Services include property & casualty, marine & aviation, employee benefits, and personal insurance products.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

The Loomis Company is a diversified insurance brokerage that places commercial and personal insurance policies on behalf of clients through carrier partners, earning commissions on premiums. Core offerings span Property & Casualty (Aviation, Marine & Boat, Personal, Commercial), Employee Benefits, Risk Management, and Life Insurance, with claims reporting services connecting clients to carriers such as Acuity, AIG Private Client Group, Chubb, Progressive, Nationwide, and Travelers.

Product overview

The Loomis Company is a diversified insurance brokerage offering a comprehensive portfolio of insurance products and services. The core offerings include Property & Casualty insurance (covering Aviation, Marine & Boat, Personal, and Commercial lines), Employee Benefits, Risk Management, and Life Insurance. As one of the top 100 diversified insurance brokers in the United States, the company provides claims reporting services to connect clients with multiple insurance carrier partners including Acuity, AIG, Chubb, Progressive, Nationwide, and others. The company serves clients from its headquarters in Berks County, PA with satellite offices in New York and Florida, leveraging technology to serve clients internationally.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Insurance Individual insurance coverage including home, condo, and renters insurance, providing quick, responsive, and personal service from agents to individuals seeking protection for personal assets.
• Aviation Insurance
• Marine & Boat Insurance
• Commercial Insurance
• Risk Management
• Employee Benefits
• Life Insurance
• Claims Reporting Services

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered minor and core.

• AcuityminorOthersInsurance carrier partner featured on the Report a Claim page. Customers can file windshield claims at 866-815-7696 and other claims at 800-242-7666.
• AIG Private Client GroupminorOthersInsurance carrier partner for high-value home and auto coverage. Windshield claims: 877-452-4823, Other claims: 888-760-9195.
• ChubbminorOthersInsurance carrier partner. All claims: 800-252-4670. Part of the carrier network for The Loomis Company.
• Olivet Boys & Girls ClubcoreOthersAnnual charity golf outing beneficiary. The Loomis Company has raised over $180,000 over seven years for this organization. Sponsors include various insurance industry partners.
• United Way of Berks CountycoreOthersLong-standing community partner since 1996. The Loomis Company participates in annual LIVE UNITED employee giving campaigns and The Big Cheese meal packaging event.
• American Cancer Society (Relay for Life)coreOthersCommunity partner for Relay for Life events. The Loomis Company team has raised over $6,000 in 2024 and consistently participates in fundraising activities.
• Miller-Keystone Blood CenterminorOthersCommunity health partner. The Loomis Company hosts regular blood drives, with employees donating 15-20 pints per drive.
• Greater Governor Mifflin LeagueminorOthersNonprofit community organization devoted to supporting the community since 1976. The Loomis Company sponsors their Community Days events.
• Reading School DistrictminorOthersEducation partner. The Loomis Company supports school supply drives, clothing donations, and supports the Knight's Closet program.
• Various Insurance Carriers (Charity Event Sponsors)minorOthersSponsors of annual charity golf classic include: 5Star Life Insurance, 6 Degrees Health, AccuRisk Solutions, All Risks LTD, Amtrust North America, Beazley Group, Berkley Mid-Atlantic, CHUBB, Donegal Insurance Group, The Hartford, Liberty Mutual, Zurich North America, and 30+ others.

Scale indicators7 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Brown & Riding Insurance Services: National wholesale insurance broker with specialty expertise and producer-led culture. Comparable in operating model to a diversified retail broker with niche practices.
• Heffernan Insurance Brokers: Mid-size diversified insurance broker serving commercial and personal lines with specialty expertise. Closely comparable in size, multi-line model, and family-influenced regional broker profile.
• USI Insurance Services: Large diversified broker offering P&C, employee benefits, personal lines, and specialty practices — the same product mix Loomis provides, though at significantly greater scale. Closest direct peer in business model.
• Hub International: PE-backed national broker offering commercial, personal, and employee benefits solutions across the US. Directly comparable in product breadth and target customer segments.
• Burns & Wilcox: Specialty wholesale broker and managing general agent focused on excess & surplus lines including marine, aviation, and commercial specialty. Comparable to Loomis's aviation/marine specialty practices.
• RPS (Risk Placement Services): Specialty wholesale broker and MGA focused on E&S and niche commercial lines. Comparable to Loomis on the specialty/expertise axis though operates more on the wholesale side.
• The Buckner Company: Mid-size diversified insurance broker with personal, commercial, and employee benefits offerings. Similar regional broker profile with comparable product breadth and headcount scale.

Broad incumbents

• Acrisure: One of the largest privately held insurance brokers in the US, formed through aggressive roll-up M&A. Comparable in product breadth but operates at vastly greater scale and uses PE-style capital structure.
• Arthur J. Gallagher & Co. Public, global insurance brokerage and risk management firm offering commercial P&C, employee benefits, and specialty lines. Overlaps Loomis product portfolio but at much larger scale.
• Marsh McLennan: Global professional services firm in risk, insurance, and consulting. Overlaps the commercial P&C, employee benefits, and risk advisory segments Loomis serves but at vastly greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/theloomisco
• Facebookfacebook.com/loomisco
• LinkedInlinkedin.com/company/the-loomis-company

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 The Loomis Company