HAUSER Insurance Group Broker Services
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.
- Company typePrivate
- Founded1974
- HeadquartersCincinnati, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
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.
HAUSER Insurance Group Broker Services firmographics
Firmographics- 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
HAUSER Insurance Group Broker Services industry classification
Industry- 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
Where HAUSER Insurance Group Broker Services is headquartered
LocationHeadquarters
- HQ city
- Cincinnati
- HQ country
- United States
- HQ region
- North America
Offices7 records
Markets served
HAUSER Insurance Group Broker Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- 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
HAUSER Insurance Group Broker Services product offering
Product offeringCore 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
Companies that use HAUSER Insurance Group Broker Services
Customer profileSegments3 records
Ideal customer profiles2 records
HAUSER Insurance Group Broker Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability5 records
Feature2 records
HAUSER Insurance Group Broker Services partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core, supporting and minor.
- VelaPoint InsurancecoreHAUSER 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.
- ThinkHRsupportingHAUSER 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.
- CSR24coreHAUSER 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.
- BenePlaceminorHAUSER Discounts & Savings Program powered by BenePlace provides clients with access to discounts and savings programs.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
HAUSER Insurance Group Broker Services competitors and assessment
Company assessmentBroad 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
HAUSER Insurance Group Broker Services social profiles
Digital presenceHAUSER Insurance Group Broker Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
HAUSER Insurance Group Broker Services leadership team
Management profileNumber of profiles
Profiles16 records
HAUSER Insurance Group Broker Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
HAUSER Insurance Group Broker Services 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 HAUSER Insurance Group Broker Services
What does HAUSER Insurance Group Broker Services do?
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.
Is HAUSER Insurance Group Broker Services a public or private company?
HAUSER Insurance Group Broker Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was HAUSER Insurance Group Broker Services founded?
HAUSER Insurance Group Broker Services was founded in 1974. It employs 101 to 250 people.
Where is HAUSER Insurance Group Broker Services based?
HAUSER Insurance Group Broker Services is headquartered in Cincinnati, United States, in the North America region.
How does HAUSER Insurance Group Broker Services make money?
One revenue line is on record: insurance Brokerage & Risk Consulting.
Who are HAUSER Insurance Group Broker Services's main competitors?
Broad incumbents on record are Marsh McLennan, Aon, Willis Towers Watson (WTW), Arthur J. Gallagher & Co., Alliant Insurance Services, Lockton, USI Insurance Services and Hub International. Emerging players are Risk Strategies and NFP (Aon).
Does HAUSER Insurance Group Broker Services have an API?
No public API is recorded for HAUSER Insurance Group Broker Services.
What industry is HAUSER Insurance Group Broker Services in?
HAUSER Insurance Group Broker Services's product category is Commercial Insurance Brokerage. Its primary akta.pro industry code is FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 524210 and its SIC code is 6411.