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PointeNorth Insurance Group

Full company profile

uuid000eopa

Namestring
PointeNorth Insurance Group
Legal namestring
PointeNorth Insurance Group
Company typeenum
Private
Founded yearint
2009
Descriptiontext

PointeNorth Insurance Group is a privately held, Southeast-anchored independent insurance agency headquartered at 1000 Parkwood Circle SE, Suite 600 in Atlanta, Georgia. Founded in 2009 through the merger of TRC Insurance Services and portions of Merritt-Mckenzie, the company operates as a multi-carrier brokerage distributing business insurance, personal insurance, and life & health / employee benefits products on behalf of multiple insurance carriers under a transaction-commission revenue model. Business insurance covers real estate investment, inland marine, D&O, umbrella/excess, EPLI, professional liability, business auto, business property, cyber, general liability, and workers compensation; personal lines include auto, homeowners, condo, flood, mobile home, rental dwelling, renters, and personal umbrella; the life & health book spans group medical, dental and vision, voluntary benefits, Section 125 plans, FSAs, and benefit administration. The company employs 101-250 people, serves more than 50,000 businesses and households across 48 states, and is a Trusted Choice Agency and member of the Legacy Risk Solutions, LLC agency alliance network.

The company generates revenue through carrier commissions on policies placed across its three product lines, with no disclosed proprietary technology stack and no public pricing — coverage quotes are obtained through a website form or phone at 770.858.7540. Its go-to-market is relationship-driven, sales-led direct distribution, complemented by the Legacy Risk Solutions network channel and the network's specialty Realprotect Insurance Program targeting portfolios of five or more real estate investment properties. PointeNorth has pursued a programmatic acquisition strategy since a 2012 capital realignment focused on Georgia and Alabama; on April 10, 2025 it acquired three Alabama-based agencies — Holloway and Hunt Insurance LLC, Vigilant Gulf Coast Insurance, and O.M. Hughes Insurance — which continue to operate under their existing names as divisions of PointeNorth, extending the company's footprint into Alabama and the Gulf Coast.

Short descriptiontext

PointeNorth Insurance Group is a privately held, multi-carrier independent insurance agency headquartered in Atlanta that distributes business, personal, and life & health / employee benefits coverage to more than 50,000 businesses and households across 48 states on a commission basis as a Trusted Choice Agency and member of the Legacy Risk Solutions network.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersAtlanta, United States
HQ citystring
Atlanta
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
commercial insurance brokerage, personal insurance agency, employee benefits brokerage, independent insurance agency, multi-carrier insurance
NAICS code2 codes
  • Agencies, Brokerages, and Other Insurance Related Activities5242
  • Insurance Agencies and Brokerages524210
SIC code1 code
  • Insurance Agents, Brokers & Service6411
Product category
Insurance Brokerage
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Insurance Commissions
TypeTransaction Fee
Description

As an independent insurance agency, PointeNorth earns commissions from insurance carriers for policies placed. They represent multiple insurance companies, allowing them to offer competitive pricing and a broad choice of products to clients.

pointenorthins.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Marketing or Sales, Others
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

PointeNorth Insurance Group is an independent, multi-carrier insurance agency that places business, personal, and life & health insurance policies on behalf of clients. The agency represents multiple insurance carriers, allowing it to shop coverage and pricing for customers. It distributes policies across business lines (commercial auto, property, general liability, workers compensation, cyber, professional liability, D&O, umbrella/excess, inland marine, real estate investment), personal lines (auto, homeowners, condo, flood, mobile home, rental dwelling, renters, personal umbrella), and group benefits (medical, dental, vision, voluntary, benefit administration).

Differentiator
Functional benefit
Problem solved
Product overview1 text field

PointeNorth Insurance Group is a multi-carrier independent insurance agency that operates as a single, integrated insurance brokerage platform. The company offers three main product categories: Business Insurance (including Business Auto, Property, Cyber, D&O, Employment Practices Liability, General Liability, Inland Marine, Professional Liability, Realprotect for real estate investors, Umbrella, and Workers Compensation), Personal Insurance (including Auto, Condo, Flood, Homeowners, Mobile Home, Rental Dwelling, Renters, and Umbrella), and Life & Health/Employee Benefits (including Group Medical, Dental, Vision, Voluntary Insurance, and Benefit Administration Services). Founded in 2009 and realigned in 2012, the company serves more than 50,000 businesses and households across 48 states as a Trusted Choice Agency and member of Legacy Risk Solutions.

Product and service1 record
1Business Auto Insurance
Scale indicator3 records

Each record includes

Type, Value, Description, Source

Partnership4 partners
Strategic tierMinorTypeStrategic or Co-development PartnerAnnounced on2025-04-10
Description

Alabama-based insurance agency acquired by PointeNorth Insurance Group. Agency continues to operate under its established name as a division of PointeNorth. Part of expansion strategy into Alabama and Gulf Coast region.

Strategic tierMinorTypeStrategic or Co-development PartnerAnnounced on2025-04-10
Description

Alabama-based insurance agency acquired by PointeNorth Insurance Group. Agency continues to operate under its established name as a division of PointeNorth. Part of expansion strategy into Alabama and Gulf Coast region.

Strategic tierMinorTypeStrategic or Co-development PartnerAnnounced on2025-04-10
Description

Alabama-based insurance agency acquired by PointeNorth Insurance Group. Agency continues to operate under its established name as a division of PointeNorth. Part of expansion strategy into Alabama and Gulf Coast region.

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

PointeNorth Insurance Group is a member of Legacy Risk Solutions, a network of Independent Insurance Agencies throughout the Southeast. The agency alliance model allows smaller agencies to access additional resources to offer more robust services to clients while maintaining personal touch of local agents.

Recent move7 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Acrisure is one of the largest insurance brokerage roll-ups in the US, having acquired hundreds of independent agencies. It is the most direct analog to PointeNorth's tuck-in acquisition strategy and multi-line distribution model.

TypeDirect peer
Description

Hub International is a major North American insurance brokerage built through aggressive acquisitions of regional independent agencies, offering commercial, personal, and employee benefits. Highly comparable to PointeNorth in go-to-market and product breadth.

TypeDirect peer
Description

Risk Strategies is a specialty insurance brokerage that has grown significantly via roll-up of regional agencies. Comparable to PointeNorth on multi-line commercial brokerage and acquisition-driven scale.

TypeDirect peer
Description

World Insurance Associates is a growing insurance brokerage that has rapidly acquired independent agencies, including personal and commercial lines. Comparable as a direct roll-up peer with similar Southeast/Mid-Atlantic presence.

TypeDirect peer
Description

Hilb Group is a mid-Atlantic insurance brokerage that has built scale through acquisitions of independent agencies. Highly comparable in size, structure, and acquisition-led growth approach.

TypeDirect peer
Description

One80 Intermediaries is a specialty insurance brokerage formed via roll-up, focused on niche commercial lines. Comparable to PointeNorth's specialty commercial offerings (Realprotect, cyber, professional liability).

TypeDirect peer
Description

Brown & Riding is a specialty wholesale insurance brokerage serving retail agents, comparable to PointeNorth's specialty commercial programs and carrier relationships.

TypeDirect peer
Description

Burns & Wilcox is a large specialty insurance wholesale distributor and brokerage. Comparable as a multi-carrier specialty broker with similar carrier representation strategy.

TypeBroad incumbent
Description

Gallagher is a Fortune 500 global insurance brokerage and risk management firm. Comparable as a broader incumbent that competes for the same commercial and group benefits clients but operates at far greater scale.

TypeEmerging player
Description

Insuritas is a digital insurance agency-in-a-box platform partnering with banks and credit unions. Comparable as an emerging channel-based competitor that addresses the same SMB market via embedded insurance rather than traditional agency roll-ups.

Market position
Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks1 record

Each record includes

Headline, Details, Source

Key highlights1 record

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers4 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries3 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

PointeNorth Insurance Group

Insurance Brokeragepointenorthins.com

PointeNorth Insurance Group is a privately held, multi-carrier independent insurance agency headquartered in Atlanta that distributes business, personal, and life & health / employee benefits coverage to more than 50,000 businesses and households across 48 states on a commission basis as a Trusted Choice Agency and member of the Legacy Risk Solutions network.

What PointeNorth Insurance Group does

PointeNorth Insurance Group is a privately held, Southeast-anchored independent insurance agency headquartered at 1000 Parkwood Circle SE, Suite 600 in Atlanta, Georgia. Founded in 2009 through the merger of TRC Insurance Services and portions of Merritt-Mckenzie, the company operates as a multi-carrier brokerage distributing business insurance, personal insurance, and life & health / employee benefits products on behalf of multiple insurance carriers under a transaction-commission revenue model. Business insurance covers real estate investment, inland marine, D&O, umbrella/excess, EPLI, professional liability, business auto, business property, cyber, general liability, and workers compensation; personal lines include auto, homeowners, condo, flood, mobile home, rental dwelling, renters, and personal umbrella; the life & health book spans group medical, dental and vision, voluntary benefits, Section 125 plans, FSAs, and benefit administration. The company employs 101-250 people, serves more than 50,000 businesses and households across 48 states, and is a Trusted Choice Agency and member of the Legacy Risk Solutions, LLC agency alliance network.

The company generates revenue through carrier commissions on policies placed across its three product lines, with no disclosed proprietary technology stack and no public pricing — coverage quotes are obtained through a website form or phone at 770.858.7540. Its go-to-market is relationship-driven, sales-led direct distribution, complemented by the Legacy Risk Solutions network channel and the network's specialty Realprotect Insurance Program targeting portfolios of five or more real estate investment properties. PointeNorth has pursued a programmatic acquisition strategy since a 2012 capital realignment focused on Georgia and Alabama; on April 10, 2025 it acquired three Alabama-based agencies — Holloway and Hunt Insurance LLC, Vigilant Gulf Coast Insurance, and O.M. Hughes Insurance — which continue to operate under their existing names as divisions of PointeNorth, extending the company's footprint into Alabama and the Gulf Coast.

PointeNorth Insurance Group firmographics

Firmographics
Name
PointeNorth Insurance Group
Legal name
PointeNorth Insurance Group
Website
https://pointenorthins.com
Company type
Private
Founded year
2009
Operating status
Operating
Headcount range
101–250 employees
Short description
PointeNorth Insurance Group is a privately held, multi-carrier independent insurance agency headquartered in Atlanta that distributes business, personal, and life & health / employee benefits coverage to more than 50,000 businesses and households across 48 states on a commission basis as a Trusted Choice Agency and member of the Legacy Risk Solutions network.
Ownership category
akta.pro rank

Where PointeNorth Insurance Group is headquartered

Location

Headquarters

HQ city
Atlanta
HQ country
United States
HQ region
North America

Offices1 record

Markets served

PointeNorth Insurance Group business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Others

Revenue model

  1. Insurance Commissions: As an independent insurance agency, PointeNorth earns commissions from insurance carriers for policies placed. They represent multiple insurance companies, allowing them to offer competitive pricing and a broad choice of products to clients.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

PointeNorth Insurance Group product offering

Product offering

Core offering

PointeNorth Insurance Group is an independent, multi-carrier insurance agency that places business, personal, and life & health insurance policies on behalf of clients. The agency represents multiple insurance carriers, allowing it to shop coverage and pricing for customers. It distributes policies across business lines (commercial auto, property, general liability, workers compensation, cyber, professional liability, D&O, umbrella/excess, inland marine, real estate investment), personal lines (auto, homeowners, condo, flood, mobile home, rental dwelling, renters, personal umbrella), and group benefits (medical, dental, vision, voluntary, benefit administration).

Product overview

PointeNorth Insurance Group is a multi-carrier independent insurance agency that operates as a single, integrated insurance brokerage platform. The company offers three main product categories: Business Insurance (including Business Auto, Property, Cyber, D&O, Employment Practices Liability, General Liability, Inland Marine, Professional Liability, Realprotect for real estate investors, Umbrella, and Workers Compensation), Personal Insurance (including Auto, Condo, Flood, Homeowners, Mobile Home, Rental Dwelling, Renters, and Umbrella), and Life & Health/Employee Benefits (including Group Medical, Dental, Vision, Voluntary Insurance, and Benefit Administration Services). Founded in 2009 and realigned in 2012, the company serves more than 50,000 businesses and households across 48 states as a Trusted Choice Agency and member of Legacy Risk Solutions.

Differentiator

Problem solved

Functional benefit

Products and services

  • Business Auto Insurance

Companies that use PointeNorth Insurance Group

Customer profile

Named customers4 records

Segments3 records

Ideal customer profiles3 records

PointeNorth Insurance Group technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

PointeNorth Insurance Group partnerships and signals

Strategic signal

Partnerships

Four partnerships are on record, tiered minor and core.

  • Holloway and Hunt Insurance LLCminorStrategic or Co-development Partner · 10 April 2025Alabama-based insurance agency acquired by PointeNorth Insurance Group. Agency continues to operate under its established name as a division of PointeNorth. Part of expansion strategy into Alabama and Gulf Coast region.
  • Vigilant Gulf Coast InsuranceminorStrategic or Co-development Partner · 10 April 2025Alabama-based insurance agency acquired by PointeNorth Insurance Group. Agency continues to operate under its established name as a division of PointeNorth. Part of expansion strategy into Alabama and Gulf Coast region.
  • O.M. Hughes InsuranceminorStrategic or Co-development Partner · 10 April 2025Alabama-based insurance agency acquired by PointeNorth Insurance Group. Agency continues to operate under its established name as a division of PointeNorth. Part of expansion strategy into Alabama and Gulf Coast region.
  • Legacy Risk Solutions, LLCcoreChannel Partner/ Reseller/ DistributorPointeNorth Insurance Group is a member of Legacy Risk Solutions, a network of Independent Insurance Agencies throughout the Southeast. The agency alliance model allows smaller agencies to access additional resources to offer more robust services to clients while maintaining personal touch of local agents.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

PointeNorth Insurance Group competitors and assessment

Company assessment

Direct peers

  • Acrisure: Acrisure is one of the largest insurance brokerage roll-ups in the US, having acquired hundreds of independent agencies. It is the most direct analog to PointeNorth's tuck-in acquisition strategy and multi-line distribution model.
  • Hub International: Hub International is a major North American insurance brokerage built through aggressive acquisitions of regional independent agencies, offering commercial, personal, and employee benefits. Highly comparable to PointeNorth in go-to-market and product breadth.
  • Risk Strategies Company: Risk Strategies is a specialty insurance brokerage that has grown significantly via roll-up of regional agencies. Comparable to PointeNorth on multi-line commercial brokerage and acquisition-driven scale.
  • World Insurance Associates: World Insurance Associates is a growing insurance brokerage that has rapidly acquired independent agencies, including personal and commercial lines. Comparable as a direct roll-up peer with similar Southeast/Mid-Atlantic presence.
  • Hilb Group: Hilb Group is a mid-Atlantic insurance brokerage that has built scale through acquisitions of independent agencies. Highly comparable in size, structure, and acquisition-led growth approach.
  • One80 Intermediaries: One80 Intermediaries is a specialty insurance brokerage formed via roll-up, focused on niche commercial lines. Comparable to PointeNorth's specialty commercial offerings (Realprotect, cyber, professional liability).
  • Brown & Riding Insurance Services: Brown & Riding is a specialty wholesale insurance brokerage serving retail agents, comparable to PointeNorth's specialty commercial programs and carrier relationships.
  • Burns & Wilcox: Burns & Wilcox is a large specialty insurance wholesale distributor and brokerage. Comparable as a multi-carrier specialty broker with similar carrier representation strategy.

Broad incumbents

  • Arthur J. Gallagher & Co. Gallagher is a Fortune 500 global insurance brokerage and risk management firm. Comparable as a broader incumbent that competes for the same commercial and group benefits clients but operates at far greater scale.

Emerging players

  • Insuritas: Insuritas is a digital insurance agency-in-a-box platform partnering with banks and credit unions. Comparable as an emerging channel-based competitor that addresses the same SMB market via embedded insurance rather than traditional agency roll-ups.

Market position

Weaknesses5 records

Competitive moat3 records

Key risks1 record

Key highlights1 record

Customer concentration

PointeNorth Insurance Group social profiles

Digital presence

PointeNorth Insurance Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

PointeNorth Insurance Group leadership team

Management profile

Number of profiles

Profiles2 records

PointeNorth Insurance Group subsidiaries and ownership

Company hierarchy

Subsidiaries3 records

PointeNorth Insurance Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

PointeNorth Insurance Group M&A and investment

M&A and investment

M&A3 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PointeNorth Insurance Group

What does PointeNorth Insurance Group do?

PointeNorth Insurance Group is an independent, multi-carrier insurance agency that places business, personal, and life & health insurance policies on behalf of clients. The agency represents multiple insurance carriers, allowing it to shop coverage and pricing for customers. It distributes policies across business lines (commercial auto, property, general liability, workers compensation, cyber, professional liability, D&O, umbrella/excess, inland marine, real estate investment), personal lines (auto, homeowners, condo, flood, mobile home, rental dwelling, renters, personal umbrella), and group benefits (medical, dental, vision, voluntary, benefit administration).

Is PointeNorth Insurance Group a public or private company?

PointeNorth Insurance Group is a private company. It is classified as unknown and is currently operating.

When was PointeNorth Insurance Group founded?

PointeNorth Insurance Group was founded in 2009. It employs 101 to 250 people.

Where is PointeNorth Insurance Group based?

PointeNorth Insurance Group is headquartered in Atlanta, United States, in the North America region.

How does PointeNorth Insurance Group make money?

One revenue line is on record: insurance Commissions.

Who are PointeNorth Insurance Group's main competitors?

Direct peers on record are Acrisure, Hub International, Risk Strategies Company, World Insurance Associates, Hilb Group, One80 Intermediaries, Brown & Riding Insurance Services and Burns & Wilcox. Arthur J. Gallagher & Co. is listed as a broad incumbent. Insuritas is listed as an emerging player.

Does PointeNorth Insurance Group have an API?

No public API is recorded for PointeNorth Insurance Group.

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