Westan Insurance Group
- Company typePrivate
- Founded1895
- HeadquartersUnion City, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
Westan Insurance Group firmographics
Firmographics- Name
- Westan Insurance Group
- Legal name
- Westan Insurance Group
- Website
- https://westaninsurance.com
- Company type
- Private
- Founded year
- 1895
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Westan Insurance Group industry classification
Industry- Product category
- Independent Insurance Agency
- NAICS
- Insurance Agencies and Brokerages (52421), Insurance Agencies and Brokerages (524210)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Large Group Health Insurance (Mid-Market & National Accounts) (FSAIAFAE)
- akta.pro secondary industries
- Small Group Health Insurance (2–50/100) (FSAIAFAD), Fully Insured Small Group Plans (HLAEAAAB), Basic Group Term Life (Employer-Paid) (FSAIADAA), Group AD&D (Standalone or Bundled with Life) (FSAIADAG), Traditional Long-Term Care (LTC) Insurance (FSAIAJAA), Group HMO Plans (FSAIAFAK)
Keywords
Where Westan Insurance Group is headquartered
LocationHeadquarters
- HQ city
- Union City
- HQ country
- United States
- HQ region
- North America
Offices8 records
Markets served
Westan Insurance Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Insurance Commissions: Revenue generated from commissions paid by insurance carrier partners on policies sold to customers. As an independent insurance agency, they represent multiple insurance companies and earn commissions on each policy placed.
- Insurance Advisory Services: Fees for insurance advisory services including risk assessment, coverage analysis, custom insurance package design, and ongoing policy reviews for personal and business insurance needs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Personal Insurance - Individual and family coverage |
| Other | Annual | Business Insurance - Commercial coverage solutions |
| Other | Annual | Employee Benefits - Group coverage for employers |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Westan Insurance Group product offering
Product offeringCore offering
Westan Insurance Group is an independent insurance agency that places personal, commercial, and employee benefits coverage on behalf of clients by representing multiple top-rated national and regional insurance carriers. As a Trusted Choice agency, it delivers risk assessment, custom package design, policy placement, and ongoing advisory support across 50+ product lines (home, auto, motorcycle, condo, flood, BOP, general liability, commercial property, workers' comp, cyber, group health, 401(k), etc.), supported by a CSR24 client portal and a native mobile app.
Product overview
Westan Insurance Group is an independent insurance agency offering a comprehensive suite of insurance solutions organized into three core product lines: Personal Insurance, Business Insurance (including Specialized Business Insurance), and Employee Benefits. Personal Insurance includes home, auto, motorcycle, condo, flood, renters, RV, classic car, and 30+ other coverage types. Business Insurance encompasses Business Owners Policy (BOP), general liability, commercial property, business auto, workers' comp, cyber liability, and 25+ specialized industry programs (brewery, church, farm, restaurant, etc.). Employee Benefits covers group health, dental, vision, 401(k), disability, and voluntary benefits. The company also provides a Client Portal platform with CSR24 integration for policy management and a mobile app for iOS/Android. As a Keystone Insurers Group partner, the agency represents 300+ partner agencies across 19 states with $5.1B in total premiums written.
Differentiator
Problem solved
Functional benefit
Products and services
- Personal Insurance Comprehensive personal coverage for individuals and families against unexpected events, including home, auto, motorcycle, condo, flood, renters, RV, snowmobile, watercraft, classic car, pet, wedding, earthquake, mobile home, sinkhole, rental property, valuable possessions, umbrella, high net worth, yacht, travel, secondary home, individual life, child life, individual health, individual dental, long-term disability, long-term care, Medicare supplement, annuities, and IRA products.
- Business Insurance Risk management and coverage solutions for businesses including Business Owners Policy (BOP), general liability, commercial property, business auto, workers' compensation, commercial umbrella, cyber liability, employment practice liability, errors & omissions, directors & officers, crime, builders risk, liquor liability, special event, surety bonds, ocean marine, inland marine, environmental, systems breakdown, key man life, fiduciary liability, captive insurance management, and flood insurance.
- Specialized Business Insurance Industry-specific insurance programs including trailer dealer, brewery, child care center, church, contractor, condo building, dealership, farm, fitness center, fleet, garage repair shop, golf course, hemp, international business, landlord/rental property, manufacturer, medical office, non-profit, pet business, professional services, property manager, real estate investor, restaurant, retail, school, technology firm, trucking, wholesaler/distributor, and winery insurance.
- Employee Benefits Benefits programs helping employers attract and retain talent, including group health, group dental, group vision, 401(k), disability, flexible spending account, employee assistance plan, group voluntary benefits, life/AD&D, and long-term care insurance.
- Home Insurance Coverage protecting homeowners' biggest asset against fire, personal property damage, additional living expenses, jewelry/fine arts, medical expenses, personal liability, flood, secondary homes, collectible cars, wine collections, water back-up, and off-premises theft.
- Auto Insurance Vehicle protection covering bodily injury liability, property damage, medical payments, personal injury protection, uninsured/underinsured motorist, physical damage (collision and comprehensive), rental coverage, and loss of use.
- Business Owners Policy (BOP) Combined property and liability insurance policy protecting business assets, equipment, vehicles, and providing coverage for general liability, business income interruption, commercial property, and optional add-ons such as E&O, D&O, umbrella, crime, environmental, systems breakdown, workers' comp, business auto, EPLI, and cyber liability.
- Client Portal Digital self-service platform providing 24/7 access to policy management, claims viewing, document access, bill payment, policy review, feedback submission, and friend referrals through CSR24 integration.
- Westan 24/7 Mobile App Native mobile application available on iOS and Android enabling account management, digital policy documents, digital auto ID cards, and claim reporting on-the-go.
Quantifiable outcome
- $5.1B total premiums written through Keystone partnership
Companies that use Westan Insurance Group
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Westan Insurance Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Westan Insurance Group partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Keystone Insurers GroupcoreWestan Insurance Group is a proud partner of Keystone Insurers Group, the 4th largest agency network with $5.1B in total premiums written (2020), 300+ partner agencies, and operations across 19 states. This partnership provides Westan with access to a broad network of insurance carriers and industry resources.
- Independent Insurance Agents & Brokers of America (IIABA)coreAs a Trusted Choice agency, Westan Insurance Group is a member of the Independent Insurance Agents & Brokers of America (IIABA), bound by a professional pledge that sets clear standards for business conduct.
- Insurance Carrier PartnerscoreWestan represents multiple financially stable insurance companies rated by A.M. Best, including carriers such as Accident Fund, Acuity, Aegis, American Modern, American Reliable, Auto Owners, Berkley Southeast, Berkshire Hathaway, Builders Mutual, Chubb, CNA, Dairyland, Foremost, Grange Insurance, Liberty Mutual, Markel, Nationwide, Progressive, The Hartford, Travelers, and many others.
Scale indicators6 records
Recent moves5 records
Expansion highlights5 records
Westan Insurance Group competitors and assessment
Company assessmentBroad incumbents
- Acrisure: Fast-growing US insurance brokerage built on aggressive agency roll-up strategy; directly comparable to Westan as a brokerage competing for the same independent agency acquisition and SMB market, with similar product breadth across P&C and benefits.
- USI Insurance Services: Large US insurance brokerage offering commercial, personal, and employee benefits solutions through a national network; comparable to Westan as a broad incumbent serving mid-market and SMB clients with similar multi-line product offerings.
- Burns & Wilcox: Specialty insurance wholesale broker and managing general agent serving independent agents including those in the Keystone network ecosystem; comparable to Westan as a broad incumbent in the specialty and excess/surplus lines that complement Westan's standard market placements.
- Brown & Brown: One of the largest US insurance brokerages, with a diversified portfolio across commercial P&C, personal lines, and employee benefits — directly comparable to Westan's three-line model but operating at significantly greater national scale with programmatic M&A growth.
- Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm serving commercial, personal, and benefits clients across the US; comparable to Westan as a broad incumbent offering overlapping personal, commercial, and employee benefits capabilities through brokerage and agency channels.
- Marsh McLennan: Global insurance brokerage and risk advisory firm with major US operations; comparable to Westan at the broadest incumbent level, overlapping in commercial P&C, personal lines, and benefits brokerage.
- Hub International: Large North American insurance brokerage with deep regional office networks serving personal, commercial, and benefits clients; directly comparable to Westan's multi-office agency model and emphasis on localized client service.
Emerging players
- Next Insurance: Digital-first small business insurance carrier selling directly to Westan's target SMB segment via online binding; comparable as an emerging player whose direct distribution model threatens Westan's traditional agency commission-based placement of small commercial policies.
Regional players
- Higginbotham: Texas-headquartered regional insurance brokerage with comparable multi-line personal, commercial, and employee benefits offerings and an emphasis on local-market service; comparable to Westan as a similarly sized regional independent agency competing for the same SMB and mid-market segment.
Direct peers
- The Plexus Groupe: Mid-size independent insurance brokerage and benefits consultancy offering commercial, personal, and employee benefits solutions across multiple US regions; directly comparable to Westan as a similarly positioned independent agency competing for the same mid-market employer and affluent personal lines clients.
Market position
Strengths1 record
Weaknesses1 record
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Westan Insurance Group social profiles
Digital presenceWestan Insurance Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Westan Insurance Group leadership team
Management profileNumber of profiles
Westan Insurance Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Westan Insurance Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Westan Insurance Group
What does Westan Insurance Group do?
Westan Insurance Group is an independent insurance agency that places personal, commercial, and employee benefits coverage on behalf of clients by representing multiple top-rated national and regional insurance carriers. As a Trusted Choice agency, it delivers risk assessment, custom package design, policy placement, and ongoing advisory support across 50+ product lines (home, auto, motorcycle, condo, flood, BOP, general liability, commercial property, workers' comp, cyber, group health, 401(k), etc.), supported by a CSR24 client portal and a native mobile app.
Is Westan Insurance Group a public or private company?
Westan Insurance Group is a private company. It is classified as unknown and is currently operating.
When was Westan Insurance Group founded?
Westan Insurance Group was founded in 1895. It employs 101 to 250 people.
Where is Westan Insurance Group based?
Westan Insurance Group is headquartered in Union City, United States, in the North America region.
How does Westan Insurance Group make money?
Two revenue lines are on record. Insurance Commissions are the primary driver. The others are insurance Advisory Services.
Who are Westan Insurance Group's main competitors?
Broad incumbents on record are Acrisure, USI Insurance Services, Burns & Wilcox, Brown & Brown, Arthur J. Gallagher & Co., Marsh McLennan and Hub International. Next Insurance is listed as an emerging player. Higginbotham is listed as a regional player. The Plexus Groupe is listed as a direct peer.
Does Westan Insurance Group have an API?
No public API is recorded for Westan Insurance Group.
What industry is Westan Insurance Group in?
Westan Insurance Group's product category is Independent Insurance Agency. Its primary akta.pro industry code is FSAIAFAE, Large Group Health Insurance (Mid-Market & National Accounts), with a secondary code of FSAIAFAD, Small Group Health Insurance (2–50/100). Its NAICS code is 52421 and its SIC code is 6411.