RiskPoint Insurance Advisors

What RiskPoint Insurance Advisors does

RiskPoint Insurance Advisors is a privately held independent insurance agency founded in 2009 and headquartered in Lake Oswego, Oregon, with operational offices in Portland, Oregon and Federal Way, Washington. The firm operates a brokerage model, earning commissions by placing commercial and personal insurance coverage on behalf of clients through partnerships with 40+ insurance carriers. It delivers a three-pillar service portfolio — Property & Casualty, Employee Benefits, and Personal Insurance / Private Client — supported by standard agency technology including a CSR24 client portal, ePayPolicy online premium payment integration, an online certificate-of-insurance request system, and a claims help workflow.

The agency's distinct operating posture is its vertical specialization: dedicated teams serve five niche commercial segments — Grocery, Dealerships (auto, boat, RV, motorcycle, equipment), Manufacturers & Distributors, Real Estate, and Law Firms — with industry-specific coverage suites (e.g., garage liability, stock throughput, legal malpractice, fair housing-related E&O). Go-to-market is consultative and sales-led, with direct field advisory for enterprise/mid-market accounts and inside-sales account management for ongoing service and renewals. Marketing is content-driven, centered on vertical-specific white papers, articles, and video.

In 2024, RiskPoint joined IMA Financial Group, an affiliation that expands carrier access and national reach while preserving the RiskPoint brand, leadership under CEO & President Blake Schellenberg, and vertical focus. Ownership commentary in source material also references Hub International privacy/terms links, indicating layered corporate relationships. Revenue is not publicly disclosed; the firm has been recognized as an IIABA Big "I" Best Practices Agency for seven consecutive years, a designation held by only a small fraction of U.S. independent agencies.

Name

RiskPoint Insurance Advisors

Legal name

RiskPoint Insurance Advisors

Website

https://riskpointins.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

RiskPoint Insurance Advisors is an independent insurance agency founded in 2009 in Oregon that brokers commercial and personal coverage through 40+ carrier partnerships, specializing in five verticals: Grocery, Dealerships, Manufacturers & Distributors, Real Estate, and Law Firms.

Ownership category

akta.pro rank

Product category

Commercial Insurance Brokerage

NAICS

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

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Risk Management Consulting (Enterprise & Operational Risk) (FSAEADAG)

akta.pro secondary industry

Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Commercial insurance brokerage
• Property casualty insurance
• Employee benefits advisory
• Personal insurance services
• Specialty industry insurance

Headquarters

HQ city

Lake Oswego

HQ country

United States

HQ region

North America

Offices3 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 Brokerage Commissions: RiskPoint operates as an independent insurance agency earning commissions from insurance carriers for placing business. The agency offers Property & Casualty, Employee Benefits, and Personal Insurance products through partnerships with 40+ insurance carriers.
2. Consulting and Advisory Services: The agency provides risk management consulting, policy reviews, and industry-specific advisory services to businesses, charging for expertise in coverage analysis and recommendations.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

RiskPoint Insurance Advisors is an independent insurance agency that places Property & Casualty, Employee Benefits, and Personal Insurance coverage through 40+ carrier partnerships. The firm specializes in five vertical markets — Grocery, Dealerships, Manufacturers & Distributors, Real Estate, and Lawyers — delivering tailored insurance placement, policy review, claims advocacy, and risk management advisory for businesses and high-net-worth individuals.

Product overview

RiskPoint Insurance Advisors is an independent insurance agency founded in 2009, offering a multi-line portfolio of insurance products and services across three core areas: Property & Casualty/Commercial Insurance, Employee Benefits, and Personal Insurance/Private Client services. The agency serves as a broker providing access to multiple carrier partnerships and tailors coverage across industry verticals including grocery, dealerships (auto, boat, RV, motorcycle, equipment), manufacturers & distributors, real estate firms, and law firms. The product portfolio includes specialized insurance coverages such as Professional Liability, Workers' Compensation, Cyber Liability, Property, Employment Practices Liability, Directors & Officers, Crime, General Liability, Equipment Breakdown, Stock Throughput, Umbrella/Excess Liability, Commercial Auto, Garage Liability, Garagekeepers, and Bonds. The agency has been recognized as an IIABA Best Practices Agency for seven consecutive years (2018-2022), indicating operational excellence and industry leadership among independent insurance agencies.

Differentiator

Problem solved

Functional benefit

Products and services

• Property & Casualty / Commercial Insurance Commercial insurance brokerage placing business coverage for companies against property damage, liability claims, and operational risks across all five vertical markets.
• Employee Benefits Health, life, and disability benefits placement and administration services for businesses seeking to manage employee benefits programs while controlling costs.
• Personal Insurance / Private Client Comprehensive personal insurance placement for high net worth individuals and families covering personal property, liability, and life-stage risk exposures.
• Professional Liability Insurance Coverage defending law firms against lawsuits alleging mistakes, failure to perform, or errors and omissions that have harmed a client.
• Workers' Compensation Insurance Coverage providing medical and wage loss benefits for employees injured on the job, with specialized programs for manufacturing and high-risk industries.
• Cyber Liability Insurance Coverage responding to cyber incidents and data breaches, including Funds Transfer Fraud, Phishing, Notification Expense, Ransomware, and Bricking.
• Property Insurance Protection against damages to property including buildings, tools, equipment, computers, signage, and office furniture, whether owned or leased.
• Employment Practices Liability Insurance Coverage protecting against actual and alleged acts of discrimination, retaliation, sexual harassment, and wrongful termination.
• Directors & Officers Insurance Coverage protecting personal assets of corporate directors and officers if personally sued for wrongful acts in managing a company.
• Crime Insurance Coverage for direct loss of funds through malfeasance, employee dishonesty, or outside criminals.
• Hired/Non-Owned Auto Insurance Coverage helping pay costs related to claims of bodily injury or property damage when an employee is in an accident while working using a hired or non-company vehicle.
• General Liability Insurance Coverage protecting real estate businesses from lawsuits alleging injuries or property damage resulting from business operations.
• Product Liability Insurance Coverage defending against claims that manufacturing operations caused third-party bodily injury or property damage.
• Equipment Breakdown Insurance Coverage for electrical or mechanical equipment failure that standard property insurance does not typically include, covering repair or replacement costs.
• Stock Throughput Insurance Coverage for goods from production through final destination, including storage at owned or third-party locations.
• Business Income & Extra Expense Insurance Coverage helping replace income and cover expenses if business temporarily shuts down due to a covered loss while repairs or replacements occur.
• Umbrella/Excess Liability Insurance Additional layer of protection shielding companies from expensive lawsuits given rising jury awards and nuclear verdicts.
• Commercial Auto Insurance Coverage for company trucks, delivery vehicles, and other company-owned vehicles, with hired and non-owned options available.
• Garage Liability Insurance Coverage defending against claims that dealership garage operations caused third-party bodily injury or property damage.
• Garagekeepers Insurance Coverage for customer vehicles in the dealership's care, custody, or control.
• Inventory Insurance Protection for financed and owned dealership inventory from covered causes of loss.
• Business Interruption Insurance Coverage helping dealerships recover from loss of business income caused by property damage events.
• Auto Errors and Omissions Insurance Coverage protecting dealerships from claims of negligence related to mistakes and oversights in contracts and vehicle history reports.
• Dealer Bonds Coverage protecting buyers against loss or damage caused by a dealer's fraudulent or irresponsible activities.
• Disability & Life Insurance Coverage protecting assets and providing for business continuity if an owner or key person dies or becomes disabled, available as group benefit.

Quantifiable outcome

• 7 consecutive years as IIABA Best Practices Agency
• +2 more outcomes

Named customers5 records

Segments6 records

Ideal customer profiles6 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.

• IMA Financial GroupmajorStrategic or Co-development Partner · 1 January 2024RiskPoint Insurance Advisors joined IMA Financial Group in 2024, creating a larger national footprint while maintaining local expertise. The partnership expands RiskPoint's resources and carrier access while preserving its brand and specialized industry focus.

Scale indicators4 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• IMA Financial Group: RiskPoint's new strategic partner and parent platform following the 2024 combination. IMA is a national insurance brokerage with similar multi-line, specialty-vertical focus, making it the most directly comparable peer.
• AssuredPartners: National middle-market insurance brokerage built by aggregating regional agencies with specialty vertical expertise (including dealerships, real estate, and manufacturing). Same go-to-market and acquisition playbook as RiskPoint's IMA combination.
• Woodruff Sawyer: Mid-sized independent commercial insurance brokerage with strong specialty-vertical practices (including law firms and real estate) and a similar relationship-driven, multi-carrier distribution model directly comparable to RiskPoint.
• Ames & Gough: Specialty insurance brokerage focused on professional services firms (lawyers, architects, engineers, consultants)—directly overlapping with RiskPoint's law firm vertical and similar carrier-brokerage model.

Broad incumbents

• Hub International: RiskPoint's apparent ultimate corporate parent. Hub is one of the largest North American insurance brokerages, offering the same Property & Casualty, Employee Benefits, and Personal Insurance capabilities at significantly greater scale and broader geographic reach.
• Brown & Brown: Large publicly-traded insurance broker with a similar independent-agency DNA, multi-line offering (P&C, Employee Benefits, Personal), and a national network built through aggregating regional agencies—directly comparable to RiskPoint's vertical specialization model.
• USI Insurance Services: Large national broker with deep specialty practices across P&C, Employee Benefits, and Personal Lines, and a strong middle-market and vertical-niche focus comparable to RiskPoint's industry-segment strategy.
• Lockton: Largest privately-held independent insurance broker in the U.S., with specialty industry practices and a culture of vertical specialization—comparable to RiskPoint at much greater scale and geographic breadth.
• Marsh McLennan (Marsh): Global incumbent in commercial insurance brokerage and risk advisory. While serving much larger enterprise clients than RiskPoint, Marsh overlaps on P&C, cyber, and risk management consulting offerings across the same target verticals.
• Aon: Global insurance and reinsurance brokerage and advisory firm with broad P&C, Employee Benefits, and risk management capabilities serving overlapping industries (manufacturing, real estate, professional services) as RiskPoint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/riskpoint-insurance-advisors-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 RiskPoint Insurance Advisors