Seubert & Associates, Inc.

What Seubert & Associates, Inc. does

Seubert & Associates, Inc. is a privately held, independent insurance brokerage founded in 1975 and headquartered in Pittsburgh, Pennsylvania. The firm operates four core service lines — Employee Benefits, Business Insurance, Personal Insurance, and Surety Bonding — serving mid-market and enterprise commercial clients, contractors, and high-net-worth individuals. Its differentiator is the proprietary SHAPE Process (Diagnose, Plan, Modify, Deliver), a cyclical risk assessment methodology applied across all lines, supported by in-house claims advocacy, loss control consulting, and dedicated practice leaders organized by industry vertical (construction, transportation, healthcare, energy, manufacturing, real estate, technology, and others).

The company's technology stack is built on third-party platforms rather than proprietary AI: Zywave (Risk Mgmt HQ) for benefits/safety, Vertafore InsurLink and CSR24 for certificate and policy management, Mineral for HR compliance, ePayPolicy for billing, and a proprietary eBonds portal for online surety bond requests. Distribution is anchored by five physical offices (Pittsburgh HQ, Erie, Philadelphia, Columbus, West Palm Beach), a nationwide client base, and a direct enterprise field sales model organized by industry vertical and product line. Surety bonding is delivered through 35+ A-rated national and regional carriers, and the firm participates in the Intersure consortium of 40 leading U.S. agencies.

Seubert generates revenue through standard insurance brokerage commissions earned on policy placements across all lines of business, with quote-based pricing tailored to each client's risk profile and coverage needs. The firm is employee-owned (stock ownership referenced in careers materials) with no institutional or PE backing identified. Customer engagement emphasizes long-tenured relationships and consultative risk reduction rather than transactional policy placement, supported by 130+ team members including shareholders with advanced industry designations.

Name

Seubert & Associates, Inc.

Legal name

Seubert & Associates, Inc.

Website

https://seubert.com

Company type

Private

Founded year

1975

Operating status

Operating

Headcount range

101–250 employees

Short description

Seubert & Associates is a privately held, independent insurance brokerage founded in 1975 in Pittsburgh, offering employee benefits, commercial and personal insurance, and surety bonding to mid-market and enterprise clients nationwide through a proprietary SHAPE risk assessment methodology.

Ownership category

akta.pro rank

Headquarters

HQ city

Pittsburgh

HQ country

United States

HQ region

North America

Offices5 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: As an independent insurance agency, Seubert earns commissions from insurance carriers for placing policies across all lines of business including commercial insurance, employee benefits, personal insurance, and surety bonding. They represent clients nationwide and handpick carriers to best suit client needs, earning standard brokerage commissions from insurer partners.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels9 records

Core offering

Seubert & Associates is an independent insurance brokerage that places commercial insurance, employee benefits, personal insurance, and surety bonding coverage on behalf of clients nationwide. The firm operates a proprietary four-step SHAPE risk assessment methodology (Diagnose, Plan, Modify, Deliver) and provides in-house claims advocacy, loss control consulting, and captive insurance advisory. It generates revenue by earning brokerage commissions from a broad network of carrier partners, including 35+ A-rated surety companies.

Product overview

Seubert & Associates, Inc. is an independent insurance brokerage offering a comprehensive suite of risk management and insurance solutions through four core product lines: Employee Benefits, Surety Bonding, Business Insurance, and Personal Insurance. The company operates its proprietary SHAPE Process (Diagnose, Plan, Modify, Deliver) as a distinctive risk assessment methodology across all service areas. Employee Benefits encompasses strategic solutions, compliance services, financial analytics, technology administration, and employee engagement modules. Surety Bonding includes the eBonds Portal for online bond processing alongside access to 35+ surety carriers. Business Insurance covers alternative risk solutions (captives, self-insurance), claims management, and loss control services. Personal Insurance targets high-net-worth clients with home/auto, valuable articles, life insurance, and wealth management offerings. The company also provides client portal access to third-party platforms including Zywave Risk Mgmt HQ, Mineral HR, Vertafore InsurLink, and CSR24 for certificate management.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Insurance Commercial insurance brokerage solutions covering property, casualty, workers' compensation, management liability, cyber liability, and alternative risk options including captives, self-insurance plans, and risk-retention groups. Includes in-house claims management and proactive loss control services. Targeted at mid-market and enterprise businesses.
• Employee Benefits Comprehensive health and welfare benefits consulting including strategic planning, ERISA/ACA/HIPAA compliance, financial analytics, HRIS/benefit administration technology, and data-driven employee engagement and wellness programs. For employers managing benefits spend, recruitment, and retention.
• Surety Bonding Surety bond placement and consulting for construction and commercial clients, including bid bonds, performance/payment bonds, maintenance bonds, consent bonds, and miscellaneous bonds. Backed by access to 35+ national and regional A-rated surety carriers with no-fee online bid bond requests via the eBonds Portal.
• Personal Insurance Private risk management for high-net-worth individuals and families, including home, auto, valuable articles, umbrella, life insurance, and wealth management/asset protection. Uses a holistic risk analysis to identify coverage gaps and align insurance with estate planning goals.
• eBonds Portal Online surety bond request and management platform enabling contractors to submit bid, performance/payment, maintenance, consent, and miscellaneous bond requests electronically with real-time processing. No-fee bid bond submissions.

Quantifiable outcome

• Proactive risk identification and management reduces claims frequency and severity over time
• +3 more outcomes

Named customers11 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

Integration6 records

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• IntersurecoreStrategic or Co-development PartnerSeubert is a member of Intersure, a select consortium of 40 of the nation's best insurance agencies that pool knowledge and resources to better serve clients. This membership provides access to industry best practices, shared expertise, and collective negotiation power with carrier partners.
• 35+ National and Regional A-Rated Surety CompaniescoreTechnology or IntegrationSeubert works with more than 35 national and regional A-rated surety bond companies, providing access to competitive rates and bonding capacity for businesses of all sizes. Three principals have over 20 years of experience on the company side of the surety industry, enabling strong carrier relationships.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Arthur J. Gallagher & Co. One of the largest global insurance brokerage and risk management firms, offering commercial P&C, benefits, and surety capabilities to mid-market and enterprise clients. Comparable to Seubert in product mix (commercial, benefits, surety, personal lines) but vastly larger and publicly traded.
• Marsh McLennan: Global leader in insurance brokerage, risk advisory, and consulting with deep commercial, surety, and benefits capabilities. Comparable to Seubert in overall brokerage service line but orders of magnitude larger and serves enterprise accounts.
• Aon: Global professional services firm offering insurance brokerage, reinsurance, risk management, and benefits consulting. Comparable to Seubert across the same four core service lines but at global enterprise scale.

Direct peers

• Acrisure: Tech-enabled insurance brokerage that has rapidly consolidated regional agencies into a national platform with commercial, personal, and benefits offerings. Highly comparable to Seubert's mid-market brokerage model, though Acrisure pursues aggressive tech-driven roll-up M&A.
• AssuredPartners: National insurance brokerage built through acquisition of regional agencies across commercial P&C, surety, benefits, and personal lines. Comparable to Seubert in product breadth and regional-agency roll-up strategy.
• USI Insurance Services: Mid-market-focused insurance brokerage and consulting firm delivering commercial, personal, surety, and employee benefits solutions. Directly comparable to Seubert in serving mid-market commercial clients with multi-line brokerage offerings.
• Holmes Murphy: Employee-owned independent insurance broker offering commercial, personal, surety, and benefits services with strong construction and mid-market expertise. Comparable to Seubert's ownership model, line-of-business mix, and construction focus.
• The Hilb Group: Mid-Atlantic-headquartered insurance brokerage providing commercial, personal, surety, and benefits solutions to mid-market businesses. Highly comparable to Seubert on geography, line of business, and mid-market commercial client focus.
• Highstreet Insurance Partners: Independent insurance agency platform serving mid-market commercial, benefits, surety, and personal lines clients across multiple US states. Comparable to Seubert as a similarly structured regional broker with multi-state reach.
• Brown & Riding: Specialty insurance brokerage focused on wholesale and excess/surplus lines, complex commercial risks, and surety. Comparable to Seubert on specialty commercial placement and construction/surety expertise.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/seubert_
• YouTubeyoutube.com/@seubert.insurance
• Facebookfacebook.com/seubert.insurance
• LinkedInlinkedin.com/company/seubert-and-associates
• Instagraminstagram.com/seubert.insurance

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 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 Seubert & Associates, Inc.