Poms & Associates

What Poms & Associates does

Poms & Associates Insurance Brokers, LLC is a privately held, independent insurance brokerage and risk management firm founded in 1991 by Dave Poms, headquartered in Calabasas, California. The firm operates as both a broker and risk advisor, placing Property & Casualty, Workers' Compensation, Executive Protection, and Employee Benefits coverage while providing complementary risk control consulting, security consulting, and surety bond services. It targets mid-market and enterprise clients across eight primary verticals — Public Entity, Construction, Energy, Manufacturing, Real Estate, Transportation, Non-Profit, and Multi-Family Rental — supplemented by a Preferred Client Services division for high-net-worth individuals. Customer logos include Las Virgenes Municipal Water District, Albuquerque Public Schools, Television Academy, Goodwill Southern California, Los Angeles Capital, and Spokeo, indicating a diversified book across government, education, nonprofit, financial services, and technology.

The company's service architecture combines traditional commission-based brokerage with value-added consulting delivered through specialized teams. The proprietary Poms Risk Organizer (PRO) is an internal system used to collect, sort, and abate risk control recommendations across multiple client sites and regions. The firm employs 251-500 staff, has more than a dozen dedicated loss control and safety consultants, and operates six physical offices across five states (California, Utah, New Mexico, Ohio). Distribution is direct and consultative through regional account teams; revenue is generated primarily through insurance carrier commissions, supplemented by professional-services fees for benefits consulting, risk control assessments, and HR/compliance advisory work.

In 2024, Poms launched POPS (Platform for Online Prevention Services / Professional Outreach Prevention Services) as a wholly-owned subsidiary delivering turnkey compliance training and tracking for California schools in advance of the CA SB848 mandate effective July 2026. The firm has no disclosed external investors or parent company, has not raised institutional funding, and remains founder-controlled. Recent strategic activity has emphasized salesforce build-out (multiple 2025 producer and business development executive hires), geographic extension into Northern California and the Midwest, and adjacent revenue streams including a Mergers and Acquisitions due-diligence practice and a high-net-worth personal lines division.

Name

Poms & Associates

Legal name

Poms & Associates Insurance Brokers, LLC

Website

https://pomsassoc.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

101–250 employees

Short description

Poms & Associates Insurance Brokers, LLC is an independent, privately held insurance brokerage and risk management firm founded in 1991, serving mid-market and public-entity clients across construction, energy, manufacturing, education, and nonprofit verticals with P&C, employee benefits, surety, and risk control consulting delivered through six offices in five states.

Ownership category

akta.pro rank

Headquarters

HQ city

Calabasas

HQ country

United States

HQ region

North America

Offices6 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: As an independent insurance broker, Poms earns commissions from insurance carriers for placing insurance policies. They serve as intermediaries between clients and insurance providers, offering property & casualty, workers compensation, employee benefits, and other insurance products.
2. Risk Control Consulting Services: The company provides risk control consulting services including assessments, safety training, OSHA compliance gap analysis, ergonomics assessments, and return-to-work program development. These value-added services are often provided at no additional cost to clients as part of their insurance offerings.
3. Employee Benefits Consulting: Comprehensive employee benefits consulting including health plan design, compliance services, HR support, technology implementation, and employee communications. Services span multiple offerings including Benefit Strategies, Compliance & ACA, Employee Communications, Harassment Avoidance, HR Support, and Technology.
4. Surety Bond Services: Surety bonding services for general contractors, real estate developers, and commercial clients including construction, subdivision, and miscellaneous bonds (court, license, permit, compliance).

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Poms & Associates is an independent insurance brokerage that places commercial Property & Casualty, Workers' Compensation, Executive Protection, and Surety bond coverage with multiple carriers on behalf of clients. It complements policy placement with risk control consulting, employee benefits design and administration, HR support, security consulting, and compliance services, serving mid-market and enterprise clients across construction, energy, manufacturing, real estate, transportation, public entity, non-profit, and high-net-worth segments.

Product overview

Poms & Associates is an insurance brokerage firm that operates as a risk management organization offering both core insurance brokerage services and a complementary suite of advisory and consulting services. The company provides Property & Casualty and Employee Benefits as its primary service lines, supported by specialized divisions including Public Entity, Private Client/Preferred Client Services (PCS) for high-net-worth individuals, and Risk Control Services. The product portfolio includes sub-services such as Risk Control Consulting, Security Consulting, Workers' Compensation, Surety/Bonding, Executive Protection, and Mergers & Acquisitions advisory. The company also offers HR Support services through its Employee Benefits division, including Compliance & ACA, Benefit Strategies, Employee Communications, Harassment Avoidance training, and Technology Services. In 2024, Poms launched POPS (Platform for Ongoing Prevention Services), a new subsidiary providing compliance training and tracking solutions for California schools. The overall offering combines traditional insurance placement with proactive risk management consulting, risk control assessments using the proprietary Poms Risk Organizer (PRO) system, and regulatory compliance support.

Differentiator

Problem solved

Functional benefit

Products and services

• Property & Casualty Insurance Brokerage Commercial insurance brokerage providing innovative property, casualty, and risk management solutions placed with multiple carriers, serving clients across technology, manufacturing, public entity, education, construction, food service, and retail industries.
• Employee Benefits Services Comprehensive employee benefits services including health plan design and analysis, healthcare reform compliance, HR and legal consulting, benefits administration and technology, employee advocacy, customized communications, wellness planning, and actuarial consulting for employer clients.
• Public Entity Insurance and Risk Management Specialized insurance and risk management services for government entities and public sector organizations, focusing on creative problem-solving, risk financing, and comprehensive coverage solutions.
• Preferred Client Services (PCS) High net worth insurance division dedicated to protecting assets of wealthy individuals through specialized coverage and personalized risk management.
• POPS (Platform for Ongoing Prevention Services) A compliance training and tracking platform offered through a wholly owned subsidiary company, delivering turnkey compliance training solutions for California schools to track compliance for volunteers, contractors, and non-employees to satisfy CA SB848 mandates going into effect July 2026.
• Surety Bonding Services Bonding services including construction, subdivision, and miscellaneous bonds (court, license, permit, compliance) with access to preferred, standard, and specialty surety markets for general contractors, real estate developers, and commercial clients.
• Workers' Compensation Services Workers' compensation services including experience modifier analysis, claims management, total cost analysis, policy management, and OSHA compliance support for employer clients.
• Executive Protection Insurance Specialized coverage for leadership teams including Directors and Officers Liability, Employment Practices Liability, Cyber Liability, and Professional Liability insurance for corporate clients.
• Risk Control Consulting Comprehensive risk assessment services including risk control assessments using the proprietary PRO (Poms Risk Organizer) system, OSHA gap analysis, regulatory program review, safety training, ergonomics assessments, and return-to-work program development for employer clients.
• Security Consulting Security program development services covering workplace violence prevention, emergency operations planning, active shooter training, cyber security, situational awareness, physical site security, and behavior threat assessment.
• Mergers and Acquisitions Due Diligence Due diligence services for private equity and investors including pre-closing risk assessment and post-closing portfolio management, covering physical operations, indemnification analysis, insurance program review, and safety program evaluation.
• HR Support and Compliance Services Human resources support including certified HR experts hotline, attorney services, legislative compliance updates, online training courses, employee handbook builder, job description tools, ACA compliance services (wrap SPDs, ERISA notices, COBRA, Form 5500 filings), benefit strategies, employee communications, and California SB-1343 harassment avoidance training.

Quantifiable outcome

• Indirect costs from a single claim can range between 3 to 20 times greater than direct costs - risk control services help mitigate this exposure.
• +2 more outcomes

Named customers10 records

Segments9 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature2 records

Partnerships

One partnership is on record.

• POPS (Platform for Online Prevention Services)coreStrategic or Co-development PartnerPOPS is a brand-new subsidiary of Poms & Associates that delivers turnkey compliance training and tracking solutions. Built to eliminate administrative overhead, POPS helps California schools easily track compliance for volunteers, contractors, and non-employees to satisfy CA SB848 mandates going into effect July 2026. POPS is powered by Poms and protected by Poms.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Brown & Brown: Large US insurance brokerage with deep mid-market focus across P&C, Employee Benefits, and specialty programs. Directly comparable to Poms in target customer profile, multi-line offering, and decentralized regional operating model, though at much larger scale.
• Hub International: PE-backed (Hellman & Friedman, Apollo) mid-market-focused insurance brokerage operating across North America. Highly comparable to Poms in customer segment, multi-line offering, and decentralized regional structure; differs primarily in scale and PE backing.
• Alliant Insurance Services: US-focused specialty insurance brokerage serving mid-market and enterprise clients across P&C, Employee Benefits, and surety. Closely comparable to Poms in target customer base, multi-line offering, and regional office structure; headquartered in California like Poms.
• USI Insurance Services: Large US mid-market insurance brokerage and consulting firm with a focus on property & casualty, employee benefits, and retirement consulting. Comparable to Poms in independent brokerage model and broad service portfolio, with significantly greater geographic reach.
• The Liberty Company Insurance Brokers: Mid-market-focused independent insurance brokerage offering P&C, Employee Benefits, and personal lines. Directly comparable in size, target customer, and independent-broker positioning; one of Poms's recent employee alumni came from this firm.

Broad incumbents

• Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm with a strong US mid-market and specialty practice. Comparable to Poms in P&C, Employee Benefits, and risk control services, but with vastly greater scale, national footprint, and proprietary technology investment.
• Lockton: World's largest privately held insurance brokerage, offering P&C, Employee Benefits, and risk management services. Directly comparable in independent, non-captive positioning and vertical specialization, though Lockton operates at global scale with much broader specialty capabilities.
• Marsh McLennan: Global insurance brokerage and risk advisory firm (parent of Marsh, Guy Carpenter, Mercer, Oliver Wyman). Comparable to Poms in P&C brokerage and risk management services but operates at vastly larger scale with enterprise and global capabilities Poms cannot match.
• Aon: Global insurance brokerage and advisory firm with deep US P&C and Employee Benefits capabilities. Comparable in core service lines but competes at the enterprise/RFP tier where Poms cannot typically compete without partnership.

Emerging players

• Burns & Wilcox: Specialty wholesale brokerage and risk management services firm with strong presence in construction, real estate, and other Poms verticals. Comparable in vertical specialization, though operating as a wholesaler rather than retail broker.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/120035
• Xx.com/pomsassoc
• Facebookfacebook.com/pomsassoc

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries1 record

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 Poms & Associates