What SullivanCurtisMonroe Insurance Services does

SullivanCurtisMonroe Insurance Services (SCM) is a privately held, regionally focused insurance brokerage and risk management firm founded in 1931 and headquartered at 2010 Main Street, Suite 700, Irvine, California. The firm operates four Southern California offices (Irvine, Los Angeles, Corona, Costa Mesa) with nearly 200 employees, holding California Insurance License 0E83670. SCM serves mid-market businesses, growing companies, and high-net-worth individuals across more than eight industry verticals including automotive, environmental, manufacturers & distributors, restaurant, construction, food & beverage, real estate, plus specialty programs for marine/yacht clubs. The firm is locally managed with no corporate parent, no PE or institutional investor ownership, and no public listing.

The company's service architecture is organized into four lines: Business Solutions (risk management, claims handling, safety culture, alternative risk), People Solutions/Employee Benefits (benefits administration, HR consulting, compliance, health risk consulting), Personal Risk Solutions (homeowners, auto, yachts, valuables, umbrella, personal security), and Industry Solutions (vertical-specific coverage). Proprietary offerings include "The Dealership Advantage," an A-rated carrier program exclusive to auto dealers, plus surety bonding services and environmental coverage. Underlying technology comprises a 4-Step Risk Management Process (Analyze, Design, Engage, Measure), customized analytic tools, and a web-based risk management platform; the client-facing SCM Risk Management Center is hosted on a third-party platform (lossfreerx.com, powered by Succeed). SCM has no public API, no AI/ML capabilities, and no developer-facing platform.

SCM's business model is commission-based brokerage: the firm acts as intermediary between clients and carriers, earning transaction commissions on placed premium. Pricing is quote-based and tailored to client risk profiles with annual billing cadence, and is not publicly disclosed. GTM is sales-led and relationship-driven, executed through ~200 professionals across four offices and reinforced by active industry association memberships (California Restaurant Association, AGC, ABC, Southern California Contractors Association, etc.) and a sustained Best Places to Work recognition record (Business Insurance 2021-2025, Orange County Business Journal 2023-2025). Growth has been delivered through two disclosed acquisitions: Stan Burns Insurance Services (Long Beach, November 2021) and Clarke Marine Garvey Insurance Services (Costa Mesa, January 2025).

Name

SullivanCurtisMonroe Insurance Services

Legal name

SullivanCurtisMonroe Insurance Services, LLC

Website

https://sullivancurtismonroe.com

Company type

Private

Founded year

1931

Operating status

Operating

Headcount range

101–250 employees

Short description

SullivanCurtisMonroe Insurance Services is a privately held regional insurance brokerage and risk management firm founded in 1931, serving mid-market businesses, growing companies, and high-net-worth individuals across Southern California through four offices and eight-plus industry verticals.

Ownership category

akta.pro rank

Headquarters

HQ city

Irvine

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Brokerage Commissions: Traditional insurance brokerage earning commissions from insurance carriers for placing client coverage. The firm serves as an intermediary between clients seeking insurance and carriers providing coverage, earning commissions based on premium volume placed.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

SullivanCurtisMonroe Insurance Services is a Southern California regional insurance brokerage firm that places commercial and personal insurance coverage and delivers risk management, employee benefits, loss control, and healthcare management services to mid-market businesses and individuals. The firm serves as an intermediary between clients and A-rated carriers, earning commissions on premium volume placed, while providing proprietary risk management programs across multiple industry verticals.

Product overview

SullivanCurtisMonroe Insurance Services is a regional insurance brokerage firm offering a comprehensive suite of risk management and insurance solutions. The company provides Business Solutions (risk management, claims, safety culture), People Solutions (employee benefits with compliance, HR consulting, and technology), Personal Risk Solutions (homeowners, auto, yachts, valuables), and Industry Solutions across verticals including automotive, environmental, manufacturing, restaurants, construction, food & beverage, and real estate. The firm's proprietary products include The Dealership Advantage auto dealer program and surety bonding services. The company has grown through acquisitions including Clarke Marine Garvey Insurance Services (2025) and Stan Burns Insurance Services (2021).

Differentiator

Problem solved

Functional benefit

Brands

• The Dealership Advantage: A proprietary insurance program providing insurance solutions and A-rated carrier coverage exclusively for auto dealers, including preventative solutions to minimize insurance and claims costs.

Products and services

• Business Solutions

Quantifiable outcome

• Increased profits, improved employee well-being, safer workplace, increased productivity, improved risk profile, reduced total cost of risk

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Clarke Marine Garvey Insurance Services (CMGIS)coreStrategic or Co-development Partner · 1 January 2025Acquired in January 2025, CMGIS is the oldest independent insurance agency in the Newport Beach area with office in Costa Mesa, California. Specializes in commercial, employee benefits and personal insurance with specialty programs for yacht clubs, marinas and yacht owners.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/SCMins

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 SullivanCurtisMonroe Insurance Services