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The Reis Group

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Namestring
The Reis Group
Legal namestring
The Reis Group Insurance Agency, Inc.
Company typeenum
Private
Founded yearint
2009
Descriptiontext

The Reis Group Insurance Agency, Inc. is an independently owned, full-service insurance agency headquartered in Kingston, New York, with four offices across the Hudson Valley and Capital District regions (Kingston, Saugerties, Goshen, and Latham). Founded in 2009, the firm operates a sales-led, consultative distribution model through licensed insurance professionals, generating revenue via base and contingency commissions paid by multiple insurance carriers on personal and commercial lines placed on behalf of clients.

The agency's product portfolio spans personal lines (auto, home, life, motorcycle, boat, renters, umbrella, RV, flood, earthquake, long-term care, health, disability, wedding) and commercial lines (general liability, commercial property, commercial auto, workers compensation, commercial umbrella, bonds, cyber). It has built differentiated vertical practices in restaurants, municipalities (Muni-Guard program), public and private schools (staffed with three Certified School Risk Managers), craft beverage producers (through Cincinnati Insurance), manufacturers, contractors, healthcare services (agents licensed in 38 states), and fire districts. Technology is limited to standard industry quoting and carrier platforms with no proprietary AI or digital product surface.

Short descriptiontext

The Reis Group is an independently owned, full-service insurance agency operating four offices across New York's Hudson Valley and Capital District, distributing personal and commercial insurance products via licensed agents on a commission-based model, with specialty practices in restaurants, municipalities, schools, craft beverage, and healthcare.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersKingston, United States
HQ citystring
Kingston
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices4 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
independent insurance agency, commercial insurance, personal insurance, employee benefits, risk management
NAICS code2 codes
  • Insurance Agencies and Brokerages524210
  • Insurance Agencies and Brokerages52421
SIC code1 code
  • Insurance Agents, Brokers & Service6411
Product category
Insurance Agency Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Insurance Commission Revenue
TypeSubscription Recurring
Description

The Reis Group Insurance Agency generates revenue through commissions paid by insurance carriers for policies placed on behalf of clients. As an independent agency representing multiple insurance companies, they earn contingency commissions and base commissions on new policy sales and renewals. Revenue is derived from both personal lines (home, auto, life, motorcycle, boat, renters) and commercial lines (business liability, property, workers compensation, bonds, employee benefits) insurance products.

reisinsurance.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details3 tiers
1Personal Insurance (Home, Auto, Life, Motorcycle, Boat, Renters, Condo, Landlord, Umbrella)
ModelSubscriptionBilling cadenceAnnual
Notes

Personal lines insurance pricing varies based on individual risk factors including location, property value, vehicle type, driving history, coverage limits, and deductibles. No specific price points disclosed - quote-based model.

reisinsurance.com
2Commercial Insurance (Liability, Property, Auto, Umbrella, Workers Comp, Bonds)
ModelSubscriptionBilling cadenceAnnual
Notes

Commercial lines insurance pricing varies based on business type, industry, payroll, revenue, number of employees, coverage requirements, and risk profile. No specific price points disclosed - quote-based model.

reisinsurance.com
3Employee Benefits (Health, Dental, Vision, Life, Disability)
ModelSubscriptionBilling cadenceAnnual
Notes

Group benefit pricing depends on employer size, employee count, plan design, and carrier. The agency offers alternate funding strategies that may save 15-20% on premiums. No specific price points disclosed - quote-based model.

reisinsurance.com
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

The Reis Group is an independently owned, full-service insurance agency that places personal, commercial, life, health, and employee benefits insurance on behalf of clients by representing multiple insurance carriers. It earns carrier-paid commissions on policy sales and renewals, providing consultative coverage comparisons, claims advocacy, and risk management services from four Hudson Valley/Capital District offices in New York.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • Employee benefit cost savings of 15-20% through alternate funding strategies
Product overview1 text field

The Reis Group Insurance Agency, Inc. is an independent insurance agency offering a comprehensive portfolio of personal and commercial insurance products. Personal lines include Auto, Homeowner, Life, Motorcycle, Boat, Renters, Condo, Umbrella, RV, Classic Car, Off-Road Vehicle, Wedding, Long Term Care, Health, Disability, Flood, and Earthquake insurance. Commercial offerings encompass Business Insurance with General Liability, Commercial Property, Commercial Auto, Commercial Umbrella, Workers Compensation, and Bonds; Employee Benefits including Group Health, Dental, Disability, Vision, and Life; and specialized industry programs for Restaurants, Craft Beverage, Manufacturing, Distribution, Contractors, Municipalities, Schools (Public and Private), Healthcare Services, and Specialty Products. As an independent agency, they represent multiple insurance carriers to provide comparison shopping and tailored coverage options for Hudson Valley and New York State clients.

Product and service40 records
1Auto Insurance
CategoryPersonal Insurance
Description

Comprehensive auto insurance coverage for Hudson Valley residents, covering liability, collision, comprehensive, and medical payments.

2Homeowner Insurance
CategoryPersonal Insurance
Description

Insurance coverage for homeowners protecting against damage, loss, and liability related to residential properties.

3Life Insurance
CategoryPersonal Insurance
Description

Life insurance products including term, whole, and universal life policies to protect families and provide financial security.

4Health Insurance
CategoryPersonal Insurance
Description

Health coverage including consumer-directed plans, fee for service, and managed care options (HMOs, PPOs, POS plans).

5Long Term Care Insurance
CategoryPersonal Insurance
Description

Coverage helping pay for nursing home stays, group home residency, home healthcare, and adult day care.

6Disability Insurance
CategoryPersonal Insurance
Description

Income replacement coverage for individuals unable to work due to disability, including basic disability income and mortgage disability insurance.

7Motorcycle Insurance
CategoryPersonal Insurance
Description

Insurance coverage for motorcycles, ATVs, dirt bikes, and off-road vehicles including liability, medical, and physical damage coverage.

8Boat Insurance
CategoryPersonal Insurance
Description

Watercraft insurance covering boats, personal watercraft, and boating equipment including liability, physical damage, medical payments, and uninsured boater coverage.

9Renters Insurance
CategoryPersonal Insurance
Description

Coverage for personal property against theft or damage, with liability protection for bodily injury and property damage claims.

10Condo Insurance
CategoryPersonal Insurance
Description

Coverage for personal property, liability, and improvements made to condominium units, with optional loss assessment coverage.

11Personal Umbrella Insurance
CategoryPersonal Insurance
Description

Additional liability protection providing layers of coverage above home and auto policies, starting at $1,000,000 in coverage.

12RV Insurance
CategoryPersonal Insurance
Description

Coverage for motorhomes, travel trailers, campers, and horse trailers with liability, comprehensive, collision, and personal effects coverage.

13Classic Car Insurance
CategoryPersonal Insurance
Description

Specialized insurance for classic and antique vehicles.

14Off-Road Vehicle Insurance
CategoryPersonal Insurance
Description

Coverage for ATVs, dirt bikes, dune buggies, golf carts, snowmobiles, and other motorsports vehicles.

15Flood Insurance
CategorySpecialty Insurance
Description

Coverage through the National Flood Insurance Program (NFIP) for building and contents against flood damage.

16Earthquake Insurance
CategorySpecialty Insurance
Description

Separate endorsement coverage for earthquake damage not included in standard home insurance policies.

17Wedding Insurance
CategorySpecialty Insurance
Description

Event insurance protecting against vendor cancellations, venue catastrophes, lost deposits, damaged wedding attire, and guest injuries.

18Landlord Protection Insurance
CategoryCommercial Insurance
Description

Tailored coverage for rental properties including liability protection against personal injury, wrongful eviction, and other non-bodily injury claims.

19Business Insurance
CategoryCommercial Insurance
Description

Broad commercial insurance coverage including general liability, commercial property, commercial auto, umbrella, and workers compensation.

20General Liability Insurance
CategoryCommercial Insurance
Description

Broad commercial insurance policy covering general liability exposures of businesses, including professional liability (E&O), employment practices liability (EPLI), and directors and officers (D&O) coverage.

21Commercial Property Insurance
CategoryCommercial Insurance
Description

Coverage for commercial buildings, inventory, equipment, and tools against losses from fire, break-in, vandalism, wind, and natural disasters.

22Commercial Auto Insurance
CategoryCommercial Insurance
Description

Insurance coverage for commercial vehicles including company fleets, employee vehicles used for business, and rental cars for business travel.

23Commercial Umbrella Insurance
CategoryCommercial Insurance
Description

Additional liability protection above and beyond basic liability coverage, providing extra limits when catastrophic liability losses occur.

24Workers Compensation Insurance
CategoryCommercial Insurance
Description

Coverage paying for medical care and rehabilitation of employees injured at work, helping replace lost wages and protecting employers from lawsuits.

25Bonds Insurance
CategoryCommercial Insurance
Description

Surety bonds including construction bonds (bid, performance, payment), commercial bonds (license, permit, probate, court, miscellaneous), fidelity bonds, and financial institution bonds.

26Cyber / Data Breach Liability Insurance
CategoryCommercial Insurance
Description

Coverage for costs associated with data breaches including systems remediation, notification requirements, regulatory fines, identity theft repair, and legal defense.

27Employee Benefits
CategoryCommercial Insurance
Description

Group health, dental, disability, vision, and life insurance packages for businesses to attract and retain employees.

28Group Vision Insurance
CategoryCommercial Insurance
Description

Employer-sponsored vision coverage providing corrective lens benefits, frame allowances, and discounts on vision care services.

29Group Life Insurance
CategoryCommercial Insurance
Description

Employer-provided life insurance including basic term, supplemental term, dependent term, group universal, and whole life options.

30Restaurants Insurance
CategoryCommercial Insurance
Description

Specialized coverage for restaurants and food service businesses including general liability, property, workers compensation, and industry-specific protections.

31Craft Beverage Insurance
CategoryCommercial Insurance
Description

Specialized insurance for breweries, distilleries, and wineries including property coverage, liability, equipment breakdown, and product recall coverage through Cincinnati Insurance.

32Manufacturing Insurance
CategoryCommercial Insurance
Description

Commercial coverage for manufacturers including general liability, professional liability, EPLI, D&O, workers compensation, and employee benefits.

33Distribution Insurance
CategoryCommercial Insurance
Description

Coverage for distribution businesses including commercial liability, commercial auto, workers compensation, commercial property, and cyber insurance.

34Contractors Insurance
CategoryCommercial Insurance
Description

Insurance coverage for contractors including commercial auto, commercial property, cyber insurance, and bonds.

35Municipalities Insurance
CategoryCommercial Insurance
Description

Public entity coverage through the Muni-Guard program including general liability, professional liability, management liability, EPLI, pollution, commercial auto, and law enforcement liability.

36School District Insurance
CategoryCommercial Insurance
Description

Coverage for schools including property, vehicles, liability, workers compensation, EPLI, and group health benefits for school district employees.

37Private Schools Insurance
CategoryCommercial Insurance
Description

Coverage for private educational institutions including general liability, professional liability, management liability, student accident, commercial property, and workers compensation.

38Public Schools Insurance
CategoryCommercial Insurance
Description

Coverage for public school districts including general liability, professional liability, management liability, student accident, and commercial property.

39Healthcare Services Insurance
CategoryCommercial Insurance
Description

Coverage for hospitals, nursing homes, assisted living, retirement communities, home health agencies, and personal care centers including malpractice and property coverage.

40Specialty Insurance Products
CategorySpecialty Insurance
Description

Specialized coverage programs including fire district insurance, municipal insurance, and bowling center insurance with customized policies.

Scale indicator1 record

Each record includes

Type, Value, Description, Source

Partnership3 partners
Strategic tierCoreTypeStrategic or Co-development Partner
Description

Cincinnati Insurance provides specialized craft beverage insurance program for breweries, distilleries, and wineries. The program includes property coverage, liability coverage, equipment breakdown, data compromise coverage, and product recall coverage. Includes Craft Beverage Commercial Property Endorsement with over 35 increased or expanded coverage features.

Strategic tierMinorTypeOthers
Description

TransUnion provides credit monitoring and identity protection services for individuals impacted by the data security incident reported on or around August 11, 2025.

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

The agency works with a wide range of quality, reliable insurance companies to provide coverage options for any business or personal insurance need. Specific carriers vary by product line including personal auto, home, life, and commercial lines carriers.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Specialty insurance brokerage with deep expertise in niche commercial verticals and wholesale/brokerage distribution. Comparable to Reis in vertical specialization emphasis and specialty-program model.

TypeDirect peer
Description

Independent insurance brokerage serving commercial and personal lines with deep specialty practices. Comparable to Reis as a multi-product independent agency with vertical expertise in NY metro/regional markets.

TypeDirect peer
Description

Mid-Atlantic independent insurance agency with personal, commercial, and benefits lines and a roll-up growth strategy. Comparable to Reis in hybrid model and target customer segments, with similar agency-of-legacy positioning.

TypeDirect peer
Description

East Coast independent insurance brokerage with personal, commercial, and employee benefits offerings. Comparable to Reis in independent agency model, multi-line product mix, and regional community-bank presence.

TypeBroad incumbent
Description

Top-10 U.S. insurance broker formed via rapid roll-up of independent agencies, with strong NY presence. Comparable to Reis in independent agency heritage and multi-line offering, though operating at vastly larger scale with PE backing.

TypeDirect peer
Description

Upstate New York-based independent insurance agency with multiple offices and a multi-line personal/commercial/benefits book. Highly comparable to Reis as a similarly-sized regional independent agency operating in overlapping NY territory.

TypeDirect peer
Description

New York-based independent insurance agency providing personal, commercial, and benefits products across NY's Hudson Valley and Finger Lakes regions. Highly comparable to Reis in geography, product mix, and community-bank affiliate model.

TypeBroad incumbent
Description

Large national insurance brokerage with significant NY presence, offering personal, commercial, and benefits products across all major verticals. Comparable to Reis in product breadth but operates at much larger scale and with broader geographic reach.

TypeDirect peer
Description

Upstate New York independent insurance agency offering personal, commercial, life, and benefits products with community-based service. Comparable to Reis in geography (NY), multi-line independent model, and regional mid-market focus.

TypeDirect peer
Description

Mid-Atlantic independent insurance and risk management firm offering commercial, personal, and benefits lines with specialty practices. Comparable to Reis in independent agency structure, vertical specialization, and consulting-led service model.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment10 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile6 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles5 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

The Reis Group

Insurance Agency Servicesreisinsurance.com

The Reis Group is an independently owned, full-service insurance agency operating four offices across New York's Hudson Valley and Capital District, distributing personal and commercial insurance products via licensed agents on a commission-based model, with specialty practices in restaurants, municipalities, schools, craft beverage, and healthcare.

What The Reis Group does

The Reis Group Insurance Agency, Inc. is an independently owned, full-service insurance agency headquartered in Kingston, New York, with four offices across the Hudson Valley and Capital District regions (Kingston, Saugerties, Goshen, and Latham). Founded in 2009, the firm operates a sales-led, consultative distribution model through licensed insurance professionals, generating revenue via base and contingency commissions paid by multiple insurance carriers on personal and commercial lines placed on behalf of clients.

The agency's product portfolio spans personal lines (auto, home, life, motorcycle, boat, renters, umbrella, RV, flood, earthquake, long-term care, health, disability, wedding) and commercial lines (general liability, commercial property, commercial auto, workers compensation, commercial umbrella, bonds, cyber). It has built differentiated vertical practices in restaurants, municipalities (Muni-Guard program), public and private schools (staffed with three Certified School Risk Managers), craft beverage producers (through Cincinnati Insurance), manufacturers, contractors, healthcare services (agents licensed in 38 states), and fire districts. Technology is limited to standard industry quoting and carrier platforms with no proprietary AI or digital product surface.

The Reis Group firmographics

Firmographics
Name
The Reis Group
Legal name
The Reis Group Insurance Agency, Inc.
Website
https://reisinsurance.com
Company type
Private
Founded year
2009
Operating status
Operating
Headcount range
101–250 employees
Short description
The Reis Group is an independently owned, full-service insurance agency operating four offices across New York's Hudson Valley and Capital District, distributing personal and commercial insurance products via licensed agents on a commission-based model, with specialty practices in restaurants, municipalities, schools, craft beverage, and healthcare.
Ownership category
akta.pro rank

Where The Reis Group is headquartered

Location

Headquarters

HQ city
Kingston
HQ country
United States
HQ region
North America

Offices4 records

Markets served

The Reis Group business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Insurance Commission Revenue: The Reis Group Insurance Agency generates revenue through commissions paid by insurance carriers for policies placed on behalf of clients. As an independent agency representing multiple insurance companies, they earn contingency commissions and base commissions on new policy sales and renewals. Revenue is derived from both personal lines (home, auto, life, motorcycle, boat, renters) and commercial lines (business liability, property, workers compensation, bonds, employee benefits) insurance products.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualPersonal Insurance (Home, Auto, Life, Motorcycle, Boat, Renters, Condo, Landlord, Umbrella)
SubscriptionAnnualCommercial Insurance (Liability, Property, Auto, Umbrella, Workers Comp, Bonds)
SubscriptionAnnualEmployee Benefits (Health, Dental, Vision, Life, Disability)

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

The Reis Group product offering

Product offering

Core offering

The Reis Group is an independently owned, full-service insurance agency that places personal, commercial, life, health, and employee benefits insurance on behalf of clients by representing multiple insurance carriers. It earns carrier-paid commissions on policy sales and renewals, providing consultative coverage comparisons, claims advocacy, and risk management services from four Hudson Valley/Capital District offices in New York.

Product overview

The Reis Group Insurance Agency, Inc. is an independent insurance agency offering a comprehensive portfolio of personal and commercial insurance products. Personal lines include Auto, Homeowner, Life, Motorcycle, Boat, Renters, Condo, Umbrella, RV, Classic Car, Off-Road Vehicle, Wedding, Long Term Care, Health, Disability, Flood, and Earthquake insurance. Commercial offerings encompass Business Insurance with General Liability, Commercial Property, Commercial Auto, Commercial Umbrella, Workers Compensation, and Bonds; Employee Benefits including Group Health, Dental, Disability, Vision, and Life; and specialized industry programs for Restaurants, Craft Beverage, Manufacturing, Distribution, Contractors, Municipalities, Schools (Public and Private), Healthcare Services, and Specialty Products. As an independent agency, they represent multiple insurance carriers to provide comparison shopping and tailored coverage options for Hudson Valley and New York State clients.

Differentiator

Problem solved

Functional benefit

Products and services

  • Auto Insurance Comprehensive auto insurance coverage for Hudson Valley residents, covering liability, collision, comprehensive, and medical payments.
  • Homeowner Insurance Insurance coverage for homeowners protecting against damage, loss, and liability related to residential properties.
  • Life Insurance Life insurance products including term, whole, and universal life policies to protect families and provide financial security.
  • Health Insurance Health coverage including consumer-directed plans, fee for service, and managed care options (HMOs, PPOs, POS plans).
  • Long Term Care Insurance Coverage helping pay for nursing home stays, group home residency, home healthcare, and adult day care.
  • Disability Insurance Income replacement coverage for individuals unable to work due to disability, including basic disability income and mortgage disability insurance.
  • Motorcycle Insurance Insurance coverage for motorcycles, ATVs, dirt bikes, and off-road vehicles including liability, medical, and physical damage coverage.
  • Boat Insurance Watercraft insurance covering boats, personal watercraft, and boating equipment including liability, physical damage, medical payments, and uninsured boater coverage.
  • Renters Insurance Coverage for personal property against theft or damage, with liability protection for bodily injury and property damage claims.
  • Condo Insurance Coverage for personal property, liability, and improvements made to condominium units, with optional loss assessment coverage.
  • Personal Umbrella Insurance Additional liability protection providing layers of coverage above home and auto policies, starting at $1,000,000 in coverage.
  • RV Insurance Coverage for motorhomes, travel trailers, campers, and horse trailers with liability, comprehensive, collision, and personal effects coverage.
  • Classic Car Insurance Specialized insurance for classic and antique vehicles.
  • Off-Road Vehicle Insurance Coverage for ATVs, dirt bikes, dune buggies, golf carts, snowmobiles, and other motorsports vehicles.
  • Flood Insurance Coverage through the National Flood Insurance Program (NFIP) for building and contents against flood damage.
  • Earthquake Insurance Separate endorsement coverage for earthquake damage not included in standard home insurance policies.
  • Wedding Insurance Event insurance protecting against vendor cancellations, venue catastrophes, lost deposits, damaged wedding attire, and guest injuries.
  • Landlord Protection Insurance Tailored coverage for rental properties including liability protection against personal injury, wrongful eviction, and other non-bodily injury claims.
  • Business Insurance Broad commercial insurance coverage including general liability, commercial property, commercial auto, umbrella, and workers compensation.
  • General Liability Insurance Broad commercial insurance policy covering general liability exposures of businesses, including professional liability (E&O), employment practices liability (EPLI), and directors and officers (D&O) coverage.
  • Commercial Property Insurance Coverage for commercial buildings, inventory, equipment, and tools against losses from fire, break-in, vandalism, wind, and natural disasters.
  • Commercial Auto Insurance Insurance coverage for commercial vehicles including company fleets, employee vehicles used for business, and rental cars for business travel.
  • Commercial Umbrella Insurance Additional liability protection above and beyond basic liability coverage, providing extra limits when catastrophic liability losses occur.
  • Workers Compensation Insurance Coverage paying for medical care and rehabilitation of employees injured at work, helping replace lost wages and protecting employers from lawsuits.
  • Bonds Insurance Surety bonds including construction bonds (bid, performance, payment), commercial bonds (license, permit, probate, court, miscellaneous), fidelity bonds, and financial institution bonds.
  • Cyber / Data Breach Liability Insurance Coverage for costs associated with data breaches including systems remediation, notification requirements, regulatory fines, identity theft repair, and legal defense.
  • Employee Benefits Group health, dental, disability, vision, and life insurance packages for businesses to attract and retain employees.
  • Group Vision Insurance Employer-sponsored vision coverage providing corrective lens benefits, frame allowances, and discounts on vision care services.
  • Group Life Insurance Employer-provided life insurance including basic term, supplemental term, dependent term, group universal, and whole life options.
  • Restaurants Insurance Specialized coverage for restaurants and food service businesses including general liability, property, workers compensation, and industry-specific protections.
  • Craft Beverage Insurance Specialized insurance for breweries, distilleries, and wineries including property coverage, liability, equipment breakdown, and product recall coverage through Cincinnati Insurance.
  • Manufacturing Insurance Commercial coverage for manufacturers including general liability, professional liability, EPLI, D&O, workers compensation, and employee benefits.
  • Distribution Insurance Coverage for distribution businesses including commercial liability, commercial auto, workers compensation, commercial property, and cyber insurance.
  • Contractors Insurance Insurance coverage for contractors including commercial auto, commercial property, cyber insurance, and bonds.
  • Municipalities Insurance Public entity coverage through the Muni-Guard program including general liability, professional liability, management liability, EPLI, pollution, commercial auto, and law enforcement liability.
  • School District Insurance Coverage for schools including property, vehicles, liability, workers compensation, EPLI, and group health benefits for school district employees.
  • Private Schools Insurance Coverage for private educational institutions including general liability, professional liability, management liability, student accident, commercial property, and workers compensation.
  • Public Schools Insurance Coverage for public school districts including general liability, professional liability, management liability, student accident, and commercial property.
  • Healthcare Services Insurance Coverage for hospitals, nursing homes, assisted living, retirement communities, home health agencies, and personal care centers including malpractice and property coverage.
  • Specialty Insurance Products Specialized coverage programs including fire district insurance, municipal insurance, and bowling center insurance with customized policies.

Quantifiable outcome

  • Employee benefit cost savings of 15-20% through alternate funding strategies

Companies that use The Reis Group

Customer profile

Segments10 records

Ideal customer profiles6 records

The Reis Group technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

The Reis Group partnerships and signals

Strategic signal

Partnerships

Three partnerships are on record, tiered core and minor.

  • The Cincinnati Insurance CompanycoreStrategic or Co-development PartnerCincinnati Insurance provides specialized craft beverage insurance program for breweries, distilleries, and wineries. The program includes property coverage, liability coverage, equipment breakdown, data compromise coverage, and product recall coverage. Includes Craft Beverage Commercial Property Endorsement with over 35 increased or expanded coverage features.
  • TransUnionminorOthersTransUnion provides credit monitoring and identity protection services for individuals impacted by the data security incident reported on or around August 11, 2025.
  • Multiple Insurance CarrierscoreChannel Partner/ Reseller/ DistributorThe agency works with a wide range of quality, reliable insurance companies to provide coverage options for any business or personal insurance need. Specific carriers vary by product line including personal auto, home, life, and commercial lines carriers.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

The Reis Group competitors and assessment

Company assessment

Direct peers

  • Brown & Riding Insurance Services: Specialty insurance brokerage with deep expertise in niche commercial verticals and wholesale/brokerage distribution. Comparable to Reis in vertical specialization emphasis and specialty-program model.
  • Frenkel & Company: Independent insurance brokerage serving commercial and personal lines with deep specialty practices. Comparable to Reis as a multi-product independent agency with vertical expertise in NY metro/regional markets.
  • The Hilb Group: Mid-Atlantic independent insurance agency with personal, commercial, and benefits lines and a roll-up growth strategy. Comparable to Reis in hybrid model and target customer segments, with similar agency-of-legacy positioning.
  • Starkweather & Shepley Insurance: East Coast independent insurance brokerage with personal, commercial, and employee benefits offerings. Comparable to Reis in independent agency model, multi-line product mix, and regional community-bank presence.
  • Marshall & Sterling: Upstate New York-based independent insurance agency with multiple offices and a multi-line personal/commercial/benefits book. Highly comparable to Reis as a similarly-sized regional independent agency operating in overlapping NY territory.
  • Tompkins Insurance Agencies: New York-based independent insurance agency providing personal, commercial, and benefits products across NY's Hudson Valley and Finger Lakes regions. Highly comparable to Reis in geography, product mix, and community-bank affiliate model.
  • Loomis & LaPann Insurance: Upstate New York independent insurance agency offering personal, commercial, life, and benefits products with community-based service. Comparable to Reis in geography (NY), multi-line independent model, and regional mid-market focus.
  • RCM&D: Mid-Atlantic independent insurance and risk management firm offering commercial, personal, and benefits lines with specialty practices. Comparable to Reis in independent agency structure, vertical specialization, and consulting-led service model.

Broad incumbents

  • Acrisure: Top-10 U.S. insurance broker formed via rapid roll-up of independent agencies, with strong NY presence. Comparable to Reis in independent agency heritage and multi-line offering, though operating at vastly larger scale with PE backing.
  • USI Insurance Services: Large national insurance brokerage with significant NY presence, offering personal, commercial, and benefits products across all major verticals. Comparable to Reis in product breadth but operates at much larger scale and with broader geographic reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

The Reis Group social profiles

Digital presence

The Reis Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

The Reis Group leadership team

Management profile

Number of profiles

Profiles5 records

The Reis Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

The Reis Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Reis Group

What does The Reis Group do?

The Reis Group is an independently owned, full-service insurance agency that places personal, commercial, life, health, and employee benefits insurance on behalf of clients by representing multiple insurance carriers. It earns carrier-paid commissions on policy sales and renewals, providing consultative coverage comparisons, claims advocacy, and risk management services from four Hudson Valley/Capital District offices in New York.

Is The Reis Group a public or private company?

The Reis Group is a private company. It is classified as management employee owned and is currently operating.

When was The Reis Group founded?

The Reis Group was founded in 2009. It employs 101 to 250 people.

Where is The Reis Group based?

The Reis Group is headquartered in Kingston, United States, in the North America region.

How does The Reis Group make money?

One revenue line is on record: insurance Commission Revenue.

Who are The Reis Group's main competitors?

Direct peers on record are Brown & Riding Insurance Services, Frenkel & Company, The Hilb Group, Starkweather & Shepley Insurance, Marshall & Sterling, Tompkins Insurance Agencies, Loomis & LaPann Insurance and RCM&D. Broad incumbents are Acrisure and USI Insurance Services.

Does The Reis Group have an API?

No public API is recorded for The Reis Group.

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