Koverman Staley Dickerson Insurance Agency

Name

Koverman Staley Dickerson Insurance Agency

Legal name

Koverman Staley Dickerson Insurance Agency

Website

https://ksdins.com

Company type

Private

Founded year

1875

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro industry

PRIMARYFSAEADAA

Retail (Personal Lines) Insurance Brokerage

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Insurance Brokerage & Risk Advisory

SECONDARYFSAEADAJ

Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Insurance Brokerage & Risk Advisory

SECONDARYFSAIAEAL

Individual Health Insurance Brokerage & Distribution

Financial & Insurance/Insurance — Life & Health/Individual Health Insurance

Keywords

• Independent insurance agency
• Personal insurance brokerage
• Commercial insurance coverage
• Farm and agribusiness insurance
• Financial retirement planning

Headquarters

HQ city

Troy

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Insurance Commissions: Independent insurance agency earning commissions from multiple insurance carriers for placing personal, commercial, and specialty insurance policies. Works with carriers including Cincinnati Insurance, Nationwide, Liberty Mutual, Buckeye, Auto-Owners, Safeco, Western Reserve, Foremost, and Mennonite Mutual.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Koverman Staley Dickerson Insurance Agency is an independent insurance brokerage that places personal, commercial, farm/agribusiness, recreational vehicle, and life/health insurance policies on behalf of clients through multiple insurance carriers. The agency also offers financial services including retirement plans (401(k), IRAs), annuities, mutual funds, and pension/profit-sharing plans. Operations span seven physical offices across Southwest Ohio supported by an online customer portal and mobile apps for policy management and claims filing.

Product overview

Koverman Staley Dickerson Insurance Agency is a traditional insurance agency offering a comprehensive portfolio of insurance products and financial services. The agency operates as a multi-product insurance brokerage providing personal lines (auto, home, life, health, umbrella, identity theft, pet insurance), commercial lines (business owners policies, commercial auto, property, general liability, umbrella, cyber liability, professional liability, workers compensation), farm and agriculture insurance, and recreational vehicle coverage. The product ecosystem includes specialized add-on modules for auto insurance (Accident Forgiveness, Collision Coverage, Comprehensive Coverage, Diminishing Deductible, Medical Payments, PIP, Rental Reimbursement, Roadside Assistance, Towing, Uninsured Motorist), farm insurance (Crop, Equine, Livestock, Structure, Equipment, Liability, Umbrella), and business insurance (Cyber Liability, EPLI, Equipment, E&O, Fidelity Bonds, Inland Marine, Marine, Technology). The agency also offers financial services including 401(k) plans, annuities, mutual funds, pension plans, and retirement planning. The agency has seven locations serving Southwest Ohio since 1875 and partners with multiple insurance carriers.

Differentiator

Problem solved

Functional benefit

Products and services

• Auto Insurance Personal auto insurance coverage including liability, collision, comprehensive, and specialty coverage options placed through partner carriers for individual drivers and families.
• Home Insurance
• Individual Life Insurance
• Health Insurance
• Farm Insurance
• Small Business Insurance
• Commercial Auto Insurance
• Commercial Property Insurance
• Commercial General Liability
• Personal Umbrella Insurance
• Identity Theft Protection
• Pet Insurance
• ATV Insurance
• Boat Insurance
• Motorhome Insurance
• Snowmobile Insurance
• Motorcycle Insurance
• Wedding Insurance
• Financial Services
• Business Owners Policy
• Mortgage Protection Insurance
• Key Person Insurance
• Group Life Insurance
• Professional Liability Insurance
• Commercial Umbrella Insurance
• Cyber Liability Insurance
• Employment Practices Liability Insurance (EPLI)
• Surety Bonds
• Medicare Supplement Insurance

Named customers2 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered core and minor.

• Cincinnati Insurance CompanycoreOthersMajor insurance carrier partner providing various commercial and personal insurance products through the agency.
• NationwidecoreOthersNational insurance carrier partner offering personal and commercial insurance products.
• Liberty MutualcoreOthersNational insurance carrier partner for auto, home, and business coverage.
• Auto-Owners InsurancecoreOthersRegional carrier partner with 24/7 claims service available for policyholders.
• Buckeye Insurance GroupminorOthersRegional Ohio-based insurance carrier partner.
• Safeco InsuranceminorOthersNational carrier partner offering personal insurance products.
• Western Reserve InsuranceminorOthersRegional insurance carrier partner.
• Foremost InsuranceminorOthersSpecialty insurance carrier partner.
• Hagerty InsuranceminorOthersSpecialty insurance carrier partner for classic and collector vehicles.
• Mennonite Mutual InsuranceminorOthersRegional insurance carrier partner.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key highlights7 records

Customer concentration

• Xx.com/ksd_insurance
• LinkedInlinkedin.com/company/koverman-staley-dickerson-insurance-agency

Revenue estimate

Valuation estimate

Number of profiles

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 Koverman Staley Dickerson Insurance Agency