Collier Insurance

What Collier Insurance does

Collier Insurance is an independent insurance agency founded in 1911 and headquartered at 606 South Mendenhall in Memphis, Tennessee, serving businesses and individuals across the Mid-South region. The firm operates a brokerage model representing 40+ insurance carriers — including Travelers, Chubb, Hartford, CNA, Nationwide, Aetna, Cigna, Humana, MetLife, and Zurich — enabling it to shop coverage across the market rather than bind to a single carrier. Its revenue model is commission-based across commercial insurance, employee benefits, and personal lines, supplemented by consulting fees for captive insurance structuring, compliance advisory (ACA, HIPAA, ERISA, COBRA, MHPAEA, GINA), and benefits analytics.

The company's product architecture is organized around five core service pillars (Captive Solutions, Risk Management, Benefits Consulting, Analytics, and Compliance) layered with 13+ industry-specific vertical solutions covering dental, OMS, financial institutions, manufacturing, healthcare, non-profits, restaurants, contractors, and others. Supporting technology includes a web-based Client Portal and the insurlink mobile app for iOS and Android, providing 24/7 account access, claims submission, certificate download, and document sharing. Distribution is sales-led through licensed agents and online "Request a Proposal" workflows, with content marketing via an educational blog to drive top-of-funnel SEO. Strategic exclusivity — most notably the 30+ year exclusive representation of OMS National Insurance Company (OMSNIC) in Arkansas and Tennessee — anchors specialty positioning in higher-margin professional liability niches.

Name

Collier Insurance

Legal name

Collier Insurance

Website

https://collierinsurance.com

Company type

Private

Founded year

1911

Operating status

Operating

Headcount range

51–100 employees

Short description

Collier Insurance is a Memphis-based independent insurance agency founded in 1911, brokering commercial, employee benefits, and personal coverage from 40+ carriers across 13+ industry verticals in the Mid-South region.

Ownership category

akta.pro rank

Product category

Commercial Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242), All Other Insurance Related Activities (524298)

SIC

Insurance Agents, Brokers & Service (6411), Accident & Health Insurance (6321)

akta.pro primary industry

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

akta.pro secondary industry

Retail (Personal Lines) Insurance Brokerage (FSAEADAA)

Keywords

• Commercial insurance brokerage
• Employee benefits consulting
• Personal insurance coverage
• Risk management services
• Captive insurance solutions

Headquarters

HQ city

Memphis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Commissions: Revenue generated through commissions from insurance carriers for placing business. As an independent agency, Collier earns commissions on commercial, employee benefits, and personal insurance policies sold and serviced.
2. Captive Insurance Solutions: Customized captive insurance solutions allowing businesses to form their own insurance company for greater financial control, premium stabilization, and risk retention.
3. Benefits Consulting: Consulting services for employee benefits programs including health insurance, compliance support, and cost-effective solutions for workforce benefits.
4. Compliance Services: Compliance consulting covering ACA, HIPAA, ERISA, COBRA, and other regulatory requirements for healthcare and commercial insurance.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels3 records

Core offering

Collier Insurance is an independent insurance agency that places commercial, employee benefits, and personal insurance policies on behalf of clients by brokering coverage from a broad network of insurance carriers. The firm also delivers risk management, captive insurance solutions, benefits consulting, data analytics, and regulatory compliance services tailored to industry-specific needs across the Mid-South region.

Product overview

Collier Insurance is an independent insurance agency based in Memphis, TN, founded in 1911, offering a comprehensive portfolio of insurance and risk management services. The company's core offerings include four main service pillars: Captive Solutions (self-insurance modeling), Risk Management (proactive risk identification and mitigation), Benefits Consulting (employee benefits program design), Analytics (data-driven insights for benefits optimization), and Compliance (regulatory coverage for ACA, HIPAA, ERISA, and other mandates). These are complemented by industry-specific solutions covering Dental Professionals, OMS Professionals, Financial Institutions, Manufacturing, Wholesale & Distribution, Healthcare, Non-Profits, Farm to Table, Religious Organizations, Restaurants, Contractors, and General Business. The company also provides Personal Insurance (home, auto, umbrella, boat) and Commercial Insurance (general liability, workers' comp, commercial auto, property, cyber liability, professional liability). Self-service capabilities include a Client Portal (via web and insurlink mobile app), Claims Filing, and Online Payments. The agency operates as a broker representing multiple carrier partners including Aetna, Cigna, Humana, MetLife, Nationwide, Travelers, and Zurich among others.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Comprehensive coverage at highly competitive rates
• +2 more outcomes

Named customers4 records

Segments11 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core and flagship.

• Fortress InsurancecoreChannel Partner/ Reseller/ DistributorCollier partners with Fortress Insurance to provide malpractice coverage for dentists and dental specialists. Fortress is an A-rated company owned and operated by dentists with deep knowledge of dentistry enabling aggressive claims defense.
• OMS National Insurance Company (OMSNIC)flagshipChannel Partner/ Reseller/ DistributorCollier is the exclusive agent for OMSNIC in Arkansas and Tennessee, serving oral and maxillofacial surgeons for over 30 years with specialized coverage for this complex specialty.
• Insurance Carriers NetworkcoreChannel Partner/ Reseller/ DistributorAccess to multiple insurance carriers including Accident Fund, ACE/INA, Acuity, Aetna, Aflac, All Risks, Atlantic Mutual, Assurant, Berkshire Hathaway, BlueCross BlueShield of Tennessee, Burns & Wilcox, Chubb, Cigna, CNA, Dearborn National, Delta Dental, Employers, Encompass, FFVA Mutual, Foremost, Grange Insurance, GuideOne, Hanover, Hartford, Humana, Lincoln Financial, MetLife, Mutual of Omaha, Nationwide, One America, Penn National, Philadelphia Insurance, PURE Insurance, Southern Pioneer, Texas Mutual, Travelers, United Healthcare, Unum, Zurich, and others.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Aon plc: Global professional services firm with major insurance brokerage operations across risk, reinsurance, and benefits; a broader incumbent whose retail brokerage segment overlaps with Collier's full-service offerings but at much greater scale.
• Marsh McLennan: Global leader in insurance brokerage and risk advisory with Marsh serving as the flagship commercial brokerage; relevant broad incumbent that competes with independent regional agencies like Collier for mid-market commercial accounts.
• Arthur J. Gallagher & Co. Major global insurance brokerage with extensive retail and wholesale operations across P&C, benefits, and risk management; broader incumbent that overlaps with Collier's full-service agency model but at significantly greater scale.

Direct peers

• USI Insurance Services: Mid-to-large US insurance brokerage offering commercial, personal, and benefits with proprietary USI One Advantage® analytics platform; directly comparable in business model and emphasis on analytics-enabled advisory.
• Brown & Brown: Large US insurance brokerage operating across commercial, personal, and benefits lines with deep industry vertical specialization; a directly comparable independent agency model that has scaled nationally through organic and acquisitive growth.
• Risk Strategies Company: National specialty insurance brokerage with strong vertical expertise across healthcare, professional services, and other industries; closely aligned with Collier's vertical specialization and exclusive-partnership approach.
• Hub International: North American insurance brokerage providing commercial, personal, and employee benefits solutions through a regional office model; comparable independent brokerage with strong vertical specialization similar to Collier's vertical approach.
• Lockton Companies: World's largest privately held insurance brokerage, offering commercial, benefits, and personal lines with deep specialty practices; a closely aligned independent agency peer that has scaled globally without public ownership.
• The IMA Financial Group: Privately held insurance brokerage with commercial, personal, and benefits offerings across multiple regions; comparable independent agency model with diversified industry verticals and similar mid-market positioning.

Others

• Assurex Global: Network of independent insurance agencies that Collier belongs to (visible in company logo per source); provides partnership-based access to national accounts, specialty markets, and shared resources for member agencies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/CollierIns
• Facebookfacebook.com/CollierInsurance
• LinkedInlinkedin.com/company/collier-insurance

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 Collier Insurance