Lovitt & Touche

What Lovitt & Touche does

Lovitt & Touche is a regional insurance brokerage and risk management firm founded in 1911, headquartered in Scottsdale, Arizona, and operating as a subsidiary of Marsh LLC within the Marsh & McLennan Agency (MMA) network. The firm serves commercial enterprises, high-net-worth individuals, tribal organizations, and specialized industry verticals across Arizona and the broader Western United States, with offices in Scottsdale and Tempe. Its core service pillars are Business Insurance (Property, Casualty, Cyber), Employee Health & Benefits (HR consulting, pharmacy solutions, HR technology consulting), Private Client Services (homeowners, auto, liability for affluent individuals), and Retirement & Wealth (employer retirement plans, financial well-being, wealth management).

The underlying technology stack is modest and client-facing rather than proprietary. Two portals anchor the digital layer: the Gateway Portal for self-service policy information and the Succeed Risk Management portal for risk, safety, and compliance solutions. These sit on top of MMA's broader service offerings and are positioned as differentiators on ease of use and integration with the firm's advisory workflow, rather than as standalone software products. Industry-specialized producer teams deliver the front-end advisory work; the firm does not publish evidence of AI/ML features, models, training pipelines, or proprietary data products.

Lovitt & Touche operates a sales-led, consultative distribution model with industry-specialized professional consultants and dedicated regional leadership (a CEO, Managing Director of Employee Health & Benefits, and Managing Director of Business Insurance for Arizona). Revenue is generated primarily through commissions on placed business insurance, personal insurance, bonds and surety, and employee benefits coverage, augmented by recurring consulting fees for benefits, risk management, and retirement/wealth services. Pricing is customized and quote-based; it is not publicly disclosed. Billing cadence on subscription-like components is annual. Customer acquisition is driven through industry expertise, thought-leadership content, webinars, the MMA insights platform, and LinkedIn presence of leadership.

Name

Lovitt & Touche

Legal name

Lovitt & Touche

Website

https://lovitt-touche.com

Company type

Private

Founded year

1911

Operating status

Operating

Headcount range

51–100 employees

Short description

Lovitt & Touche is a Scottsdale, Arizona-based regional insurance brokerage and risk management firm, operating as a subsidiary of Marsh LLC within the Marsh & McLennan Agency network, serving commercial enterprises, high-net-worth individuals, tribal organizations, and multiple industry verticals across Arizona and the Western United States.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242), Portfolio Management and Investment Advice (523940)

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282)

akta.pro primary industry

Insurance Program Administration & MGA/MGU Services (FSAEADAK)

akta.pro secondary industries

Risk Management & Insurance Advisory for Families (FSAAADAK), Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Insurance brokerage
• Business insurance
• Employee benefits consulting
• Risk management services
• Personal insurance coverage

Headquarters

HQ city

Tempe

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Insurance Brokerage Commissions: Revenue generated through commissions from insurance carriers for placing business insurance, personal insurance, bonds and surety, and employee benefits coverage for clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Lovitt & Touche is an insurance brokerage that places business insurance (Property, Casualty, Cyber), employee health and benefits coverage, bonds and surety, and personal lines (homeowners, auto, liability) for commercial enterprises and high-net-worth individuals. The firm also provides risk management, retirement planning, and wealth management services, supported by client-facing portals for policy access and compliance tracking.

Product overview

Lovitt & Touche is an insurance brokerage firm that offers a comprehensive portfolio of insurance and risk management services. The core offerings include Business Insurance (covering Property, Casualty, and Cyber), Employee Health & Benefits (including HR Consulting, Pharmacy Solutions, and HR Technology Consulting), Private Client Services (Homeowners, Auto, and Liability), and Retirement & Wealth solutions (Employer Retirement Plans, Financial Well-being, and Wealth Management). The firm also provides client-facing digital tools including the Gateway Portal for policy management and Succeed Risk Management for risk and compliance tracking. These services are delivered as interconnected solutions designed to address both commercial and personal insurance needs across multiple industries.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Insurance

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• Marsh LLCcoreStrategic or Co-development PartnerMarsh LLC is the parent company of Marsh & McLennan Agency, of which Lovitt & Touche is a part. Marsh is a leading global insurance broker and risk management advisor providing Lovitt & Touche with global resources, carrier relationships, and industry expertise.
• Marsh & McLennan AgencycoreStrategic or Co-development PartnerLovitt & Touche is a part of Marsh & McLennan Agency serving Arizona and the Western region. The partnership provides access to MMA's comprehensive service offerings including business insurance, employee health & benefits, private client services, and retirement & wealth solutions.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• HUB International: Large diversified North American insurance brokerage offering commercial, personal, and benefits lines; directly overlaps with Lovitt & Touché's full-suite brokerage model and mid-market focus.
• Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm competing across business insurance, benefits, and retirement, similar to Lovitt & Touché's offering under Marsh's umbrella.
• Brown & Brown: Large retail and wholesale insurance broker operating across commercial and personal lines, competing in the same mid-market brokerage space.
• Acrisure: Fast-growing insurance brokerage aggregator rolling up regional brokers with a full commercial/benefits suite, a direct competitor for both clients and acquisition targets.

Direct peers

• USI Insurance Services: National mid-market brokerage delivering property/casualty, employee benefits, and retirement services with strong regional offices, closely mirroring Lovitt & Touché's model.
• Alliant Insurance Services: Specialty-focused insurance brokerage with deep vertical teams in construction, healthcare, and public entity, comparable to Lovitt & Touché's industry-vertical approach.
• AssuredPartners: Acquisitive national brokerage focused on mid-market P&C and benefits, comparable to Lovitt & Touché's client segments and consolidation dynamics.
• NFP (an Aon company): Brokerage and consulting firm spanning benefits, P&C, and wealth/retirement, matching Lovitt & Touché's integrated insurance-plus-wealth positioning.

Regional players

• Woodruff Sawyer: Independent Western-US commercial insurance brokerage with strong vertical expertise, overlapping Lovitt & Touché's Arizona/Western regional footprint.
• Higginbotham: Regional single-source broker offering business insurance, benefits, and financial services, similar in scale and diversified model to Lovitt & Touché.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/lovitttouche
• Facebookfacebook.com/lovitttouche

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 Lovitt & Touche