HAUSER Insurance Group Broker Services

What HAUSER Insurance Group Broker Services does

HAUSER Insurance Group Broker Services (legal entity HAUSER, INC.) is a privately held, Ohio-incorporated insurance brokerage and risk consultancy founded circa 1974 and headquartered in Cincinnati. The firm operates across seven US offices (Cincinnati, Atlanta, Chicago, Denver, Kansas City, Los Angeles, and St. Louis) and employs 101-250 people, offering commercial insurance brokerage, employee benefits, retirement plan advisory, M&A transaction diligence, and claims advocacy. Its strategic positioning is purpose-built for private equity firms and their portfolio companies, targeting the middle and lower-middle market PE community and serving as a dual stakeholder to both the financial sponsor and the underlying portfolio businesses.

The company's core technology asset is Portfolio IQ™, a proprietary platform that consolidates portfolio company insurance, benefits, and retirement data into a single sponsor-ready view with real-time benchmarking, claims insights, and renewal visibility. HAUSER layers AI capabilities onto this platform and its M&A transaction workflow, using GenAI copilots for policy reviews, broker RFP responses, coverage comparisons, and claims triage, and process automation to compress quote, certificate, and RFP turnaround times. Supporting infrastructure includes integrations with CSR24 for client portal access, ThinkHR for HR advisory, VelaPoint for insurance marketplace distribution, and BenePlace for employee savings. The firm has been recognized on NAPA's Top DC Advisor Teams list in 2022 and 2023, validating its retirement plan advisory capability at scale.

HAUSER generates revenue primarily through commissions on placed insurance policies and consulting fees for risk management, M&A diligence, and human capital advisory services. Go-to-market is enterprise field sales with dedicated business development and portfolio solutions teams engaging PE sponsors through relationship-based consulting. The April 2026 appointment of Stephen Watkins (formerly of Aon Growth Ventures and Aon's Global Private Equity Vertical) as Chief Commercial Officer signals a deliberate push to accelerate commercial growth in the PE segment and to deepen the technology-enabled consultancy positioning versus traditional commission-based brokerage.

Name

HAUSER Insurance Group Broker Services

Legal name

HAUSER, INC.

Website

https://thehausergroup.com

Company type

Private

Founded year

1974

Operating status

Operating

Headcount range

101–250 employees

Short description

HAUSER is a privately held US insurance brokerage and risk consultancy founded circa 1974, serving middle and lower-middle market private equity firms and their portfolio companies through seven offices. It offers commercial insurance, M&A transaction diligence, employee benefits, retirement plan advisory, and claims advocacy, centered on its proprietary Portfolio IQ™ platform.

Ownership category

akta.pro rank

Product category

Commercial Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (524210), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Commercial insurance brokerage
• Risk management consulting
• M&A transaction advisory
• Employee benefits consulting
• Retirement plan advisory

Headquarters

HQ city

Cincinnati

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Brokerage & Risk Consulting: Commission and fee-based insurance brokerage services for property & casualty, management liability, cyber risk, and other commercial insurance lines. Services include comprehensive risk evaluation, coverage analysis, program design, carrier negotiations, and claims consulting. Revenue derived from commissions on placed insurance policies and consulting fees for risk management services.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

HAUSER is a tech-enabled risk consultancy that provides commercial insurance brokerage, employee benefits, retirement plan solutions, and M&A due diligence services, purpose-built for private equity firms and their portfolio companies. Its proprietary Portfolio IQ™ platform consolidates portfolio-wide insurance, benefits, and retirement data into a single sponsor-ready view with real-time benchmarking, claims insights, and renewal visibility. Services cover Corporate Risk, Financial and Professional Risk, Claims Advocacy, Employee Benefits, and Retirement Plan Solutions across the full PE investment lifecycle from due diligence through exit.

Product overview

Hauser is a tech-enabled risk consultancy purpose-built for the private equity market, combining 50 years of brokerage expertise with proprietary technology. The core offering centers on Portfolio IQ™—a proprietary platform that consolidates portfolio company insurance, benefits, and retirement data for real-time visibility. Supporting this platform are M&A Transaction Solutions providing due diligence services, Insurance Services covering Corporate Risk, Financial and Professional Risk, and Claims Advocacy, and Human Capital services including Employee Benefits and Retirement Plan Solutions. The company serves middle and lower-middle market private equity firms and their portfolio companies through offices in Cincinnati (headquarters), Atlanta, Chicago, Denver, Kansas City, Los Angeles, and St. Louis.

Differentiator

Problem solved

Functional benefit

Brands

• Portfolio IQ™: Proprietary platform that consolidates portfolio company insurance, benefits, and retirement data into a single, sponsor-ready view providing real-time benchmarking, claims insights, and renewal visibility.

Products and services

• Portfolio IQ™ Proprietary technology platform that consolidates all portfolio company insurance, benefits, and retirement data into a single, sponsor-ready view, providing real-time benchmarking, claims insights, and renewal visibility to drive actionable, value-creating decisions for PE sponsors. Delivers consolidated visibility into risk and spend across the portfolio, benchmarked, standardized, and structured to support governance, diligence, and exit.
• M&A Transaction Solutions Due diligence services for private equity firms providing comprehensive analysis of insurance and employee benefit programs of acquisitions, including insurance assessment, transactional assessment, and financial assessment. AI is leveraged across the M&A process to accelerate diligence timelines and improve data accuracy, mirroring the PE partner's cadence across financial models and 100-day plan structures.
• Insurance Services Comprehensive commercial insurance solutions for PE-backed portfolio companies, addressing Property and Casualty, Management Liability, Transaction R&W, Cyber Risk, Private Client Risk, Financial and Professional Risk, and Claims Advocacy. Service includes program design, carrier negotiation, claims consulting, and ongoing coverage analysis across twelve+ industry verticals.
• Claims Advocacy Expert Claims Management and Loss Control specialists providing pre- and post-loss advice, safety training, OSHA assistance, and advocacy to ensure full use of carrier services. Includes cost-savings programs such as employee safety incentives and return-to-work policies, available to portfolio companies across HAUSER's footprint.
• Employee Benefits Employee benefits consulting covering medical, dental, vision, life, short and long term disability, Section 125, and executive benefit plans. Services include renewal, enrollment, employee communications, and legislative compliance support for portfolio companies and PE sponsors.
• Retirement Plan Solutions 401(k) and retirement plan analytical reviews supporting fiduciary compliance, cost mitigation, and optimal plan performance. Includes investment due diligence, benchmarking, RFP vendor searches, and scorecard systems for PE sponsor and portfolio company retirement plans.
• Corporate Risk Custom corporate risk management solutions across industry sectors including Aviation, Business Services, Construction, Consumer Goods, Distribution, Energy, Healthcare, Manufacturing, Professional Services, Retail, Technology, and Transportation. Delivers property and casualty program design, carrier negotiation, and risk engineering for PE-backed portfolio companies.
• Financial and Professional Risk Insurance solutions covering Professional and Management Liability including D&O, E&O, EPL, Fiduciary, R&W, Tax Liability, Litigation Buyout; Cyber Insurance; and Surety bonds. Addresses management liability exposures specific to PE sponsor governance and portfolio company boards.

Quantifiable outcome

• Real-time visibility into total insurance and benefits spend consolidated in one place
• +3 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability5 records

Feature2 records

Partnerships

Four partnerships are on record, tiered core, supporting and minor.

• VelaPoint InsurancecoreChannel Partner/ Reseller/ DistributorHAUSER has partnered with VelaPoint Insurance to provide a consultative insurance experience that suits the individual needs of each HAUSER client. VelaPoint serves as a distribution partner for insurance products and services.
• ThinkHRsupportingImplementation/ SI/ Consulting PartnerHAUSER partners with ThinkHR to provide clients access to a team of live HR experts available Mon-Fri, 8am–7pm Central, online training courses for compliance and employee development, employment law updates, HR tools, hiring resources, and a 50-State Handbook Builder.
• CSR24coreTechnology or IntegrationHAUSER provides cutting-edge online services through CSR24 platform. Clients access the HAUSER 24/7 portal for policy information, document management, claims submission, and proof of insurance issuance. CSR24 provides the technology infrastructure for client portal access.
• BenePlaceminorGTM or Marketing PartnerHAUSER Discounts & Savings Program powered by BenePlace provides clients with access to discounts and savings programs.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Marsh McLennan: Global insurance brokerage and risk advisory giant with a dedicated Private Equity and Mergers & Acquisitions practice. Comparable to HAUSER as the dominant full-service broker that PE sponsors engage, but with vastly larger resources and global reach.
• Aon: Global risk and insurance brokerage whose Global Private Equity Vertical HAUSER's new CCO previously led. Directly comparable in the PE insurance and M&A diligence space, but operates at global scale with a far larger portfolio of sponsor relationships.
• Willis Towers Watson (WTW): Global advisory, brokerage, and solutions firm serving corporate and PE clients across risk, benefits, and retirement. Comparable to HAUSER in the benefits and retirement plan advisory overlay for portfolio companies, and a frequent competitor for PE mandates.
• Arthur J. Gallagher & Co. Large US-centric insurance brokerage and risk management services firm with growing PE and middle-market practice. Overlaps with HAUSER in P&C, benefits, and risk consulting for portfolio companies, particularly in middle market.
• Alliant Insurance Services: Large US specialty insurance brokerage offering property/casualty, employee benefits, and retirement consulting. Comparable to HAUSER's middle-market commercial risk and benefits offering, though less PE-purposed.
• Lockton: Largest independent insurance brokerage in the US, serving mid-market and large clients across risk, benefits, and retirement. Directly comparable in middle-market brokerage, with proprietary technology and PE-adjacent specialty practices.
• USI Insurance Services: Mid-market focused insurance brokerage and consulting firm offering property/casualty, employee benefits, retirement, and specialty programs. Closely comparable in scale and middle-market orientation to HAUSER's portfolio-company services.
• Hub International: North American insurance brokerage serving middle-market and commercial clients with property/casualty, benefits, and personal lines. Comparable in middle-market brokerage and benefits overlay, though less concentrated on PE sponsors.

Emerging players

• Risk Strategies: National specialty insurance brokerage that has grown rapidly via roll-up in the middle and upper-middle market. Comparable in middle-market brokerage, employee benefits, and PE-adjacent risk advisory, but with a broader specialty-line emphasis.
• NFP (Aon): Middle-market insurance broker and benefits consultant that was acquired by Aon in 2024, deepening Aon's middle-market strategy. Comparable in middle-market broker, benefits, and retirement advisory, and now backed by Aon's platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/the-hauser-insurance-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 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 HAUSER Insurance Group Broker Services