The Trottier Insurance Group
- Company typePrivate
- Founded1963
- HeadquartersKenosha, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What The Trottier Insurance Group does
M3 Insurance is a full-service insurance brokerage and risk management firm serving businesses and individuals across the Upper Midwest. The company was founded in 1963 and operates through a network of 10 physical offices spanning Wisconsin (Eau Claire, Fond du Lac, Green Bay, Kenosha, Madison, Milwaukee, Wausau), Minnesota (Minneapolis), Illinois (Rockford), and Michigan (Upper Peninsula). Its service portfolio is organized around two core lines — Employee Benefits and Property & Casualty — supported by an extensive suite of add-on modules including Pharmacy Solutions, HR Services, Cyber Liability, Rapid Response & Recovery (R3), M&A Risk Solutions, Broker Analytics, Trade Credit Insurance, Surety, Medicare, Individual Health, International coverage, ESOPs, and Personal Lines. The Kenosha office at 5522 26th Ave., Suite 202 is presented as a node within this regional network, emphasizing personalized service, local community involvement, and decades-long client relationships.
The firm pursues a vertical segmentation strategy, building specialized practices across 10 industries: Construction & Real Estate, Education, Financial Institutions, Food & Agribusiness, Government, Healthcare, Manufacturing & Distribution, Senior Living & Social Services, Transportation, and Tribal Nations. The MyM3 client portal provides policy management, claims reporting, and account access functionality, functioning as the firm's digital touchpoint with clients. Content marketing assets — including articles, podcasts, webinars, reports, and videos organized by topic and industry — serve as the primary lead generation and brand-building mechanism. The go-to-market model is direct client services delivered through local offices, targeting enterprise and mid-market clients across commercial and personal lines.
Revenue mechanics are not publicly disclosed; as a brokerage, the firm would earn commission income on placed premiums across its carrier relationships. Pricing models, carrier partners, headcount figures (beyond the 11-50 range), and ownership structure are not available in the source data. No funding events, M&A activity, or AI/ML capabilities are disclosed in the materials reviewed. The firm operates as a private, for-profit entity with the parent entity identified as "The Trottier Insurance Group."
The Trottier Insurance Group firmographics
Firmographics- Name
- The Trottier Insurance Group
- Website
- https://trottieragency.com
- Company type
- Private
- Founded year
- 1963
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
The Trottier Insurance Group industry classification
Industry- Product category
- Insurance Brokerage
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (524210)
- SIC
- Insurance Agents, Brokers & Service (6411), Surety Insurance (6351), Accident & Health Insurance (6321)
- akta.pro primary industry
- Retail (Personal Lines) Insurance Brokerage (FSAEADAA)
- akta.pro secondary industries
- Individual Health Insurance Brokerage & Distribution (FSAIAEAL), Trade Credit Insurance Brokerage (FSAEADAL)
Keywords
Where The Trottier Insurance Group is headquartered
LocationHeadquarters
- HQ city
- Kenosha
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Trottier Insurance Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Distribution channels1 record
Marketing channels1 record
The Trottier Insurance Group product offering
Product offeringCore offering
The Trottier Insurance Group provides life, health, and business insurance brokerage services, delivering two principal product lines: Employee Benefits (workforce health, wellness, pharmacy, HR, cyber, Medicare, individual health, international, and ESOP solutions) and Property & Casualty (commercial and personal lines, surety, financial institution coverage, M&A risk, broker analytics, and trade credit insurance). The firm pairs world-class insurance and risk management resources with a locally embedded, relationship-driven service model across multiple U.S. Midwest offices.
Product overview
M3 Insurance operates as a full-service insurance brokerage and risk management firm offering a comprehensive platform of insurance solutions. The core offerings are organized into two main product lines: Employee Benefits (covering health, pharmacy, HR services, cyber, Medicare, individual health, international, and ESOPs) and Property & Casualty (covering commercial and personal lines, financial services, surety, M&A risk, broker analytics, and trade credit). Add-on modules like Pharmacy Solutions, HR Services, Cyber Liability, Rapid Response & Recovery (R3), M&A Risk Solutions, Broker Analytics, and Trade Credit Insurance extend these core platforms. The company also provides industry-specific solutions across Construction & Real Estate, Education, Financial Institutions, Food & Agribusiness, Government, Healthcare, Manufacturing & Distribution, Senior Living & Social Services, Transportation, and Tribal Nations.
Differentiator
Problem solved
Functional benefit
Products and services
- Employee Benefits Insurance solutions covering health, wellness, and workforce benefits including pharmacy solutions, HR services, cyber liability, small business benefits, Medicare, individual health, international coverage, and ESOPs. Designed for employers seeking workforce benefits and for individuals seeking Medicare, individual health, or ESOP-related coverage.
- Property & Casualty Commercial and personal property and casualty insurance solutions including financial services, rapid response and recovery (R3), surety, personal lines, M&A risk solutions, broker analytics, and trade credit insurance. Serves both commercial clients across multiple industries and individual policyholders.
Companies that use The Trottier Insurance Group
Customer profileIdeal customer profiles2 records
The Trottier Insurance Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Trottier Insurance Group partnerships and signals
Strategic signalRecent moves5 records
Expansion highlights5 records
The Trottier Insurance Group competitors and assessment
Company assessmentDirect peers
- M3 Insurance: The Trottier Insurance Group is operationally embedded with M3 Insurance (the source data describes M3's Kenosha office and full product suite). M3 is a Midwest-focused insurance brokerage and risk management firm with the same Employee Benefits + P&C model, serving the identical Wisconsin/Midwest client base.
Broad incumbents
- AssuredPartners: U.S. insurance brokerage formed through a rollup of regional agencies, with offices across the Midwest. Directly comparable to Trottier on the regional-mid-market brokerage model and product breadth, though at meaningfully greater scale.
- Lockton: Largest independent insurance brokerage in the U.S., with strong Employee Benefits and P&C practices serving mid-market and large commercial clients. Comparable in product mix (benefits, P&C, specialty) and risk-advisory positioning, but at a much larger, multi-national scale.
- Brown & Brown: National insurance brokerage built largely through regional rollups, with strong Employee Benefits and P&C capabilities. Highly comparable to Trottier on the regional-broker acquisition thesis and product mix, though at a much larger aggregated scale.
- USI Insurance Services: U.S. middle-market-focused insurance brokerage and consulting firm with Employee Benefits, Property & Casualty, and specialty practices. Directly comparable to Trottier on target customer segment and product line breadth, though USI is substantially larger and national in scope.
- Aon: Global professional services firm offering insurance brokerage, reinsurance, and risk advisory. Overlaps with Trottier in commercial P&C and Employee Benefits brokerage, but Aon operates at a vastly larger, global scale with a different target client base.
- Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm with a strong middle-market and Employee Benefits practice across the U.S. Compares to Trottier on the brokerage model and benefits/P&C platform, though at vastly greater scale and with national reach.
- Hub International: Large North American insurance brokerage with a Midwest regional presence and full Employee Benefits + P&C offering. Comparable to Trottier on product breadth, target customer (mid-market businesses), and regional office model, but operating at materially larger scale.
- Marsh McLennan: Global insurance brokerage and risk advisory powerhouse. Comparable to Trottier on the brokerage-plus-risk-advisory business model, though operating at a different scale and primarily focused on large enterprise rather than mid-market regional accounts.
Emerging players
- RPS (Risk Placement Services): Specialty wholesale broker and managing general agent focused on niche and excess-and-surplus lines. Compares to Trottier's specialty add-ons (Surety, Trade Credit, M&A Risk) where both firms extend beyond standard retail brokerage into specialty placement.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
The Trottier Insurance Group social profiles
Digital presenceThe Trottier Insurance Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Trottier Insurance Group leadership team
Management profileNumber of profiles
The Trottier Insurance Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Trottier Insurance Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Trottier Insurance Group
What does The Trottier Insurance Group do?
The Trottier Insurance Group provides life, health, and business insurance brokerage services, delivering two principal product lines: Employee Benefits (workforce health, wellness, pharmacy, HR, cyber, Medicare, individual health, international, and ESOP solutions) and Property & Casualty (commercial and personal lines, surety, financial institution coverage, M&A risk, broker analytics, and trade credit insurance). The firm pairs world-class insurance and risk management resources with a locally embedded, relationship-driven service model across multiple U.S. Midwest offices.
When was The Trottier Insurance Group founded?
The Trottier Insurance Group was founded in 1963. It employs 11 to 50 people.
Where is The Trottier Insurance Group based?
The Trottier Insurance Group is headquartered in Kenosha, United States, in the North America region.
Who are The Trottier Insurance Group's main competitors?
M3 Insurance is listed as a direct peer. Broad incumbents are AssuredPartners, Lockton, Brown & Brown, USI Insurance Services, Aon, Arthur J. Gallagher & Co., Hub International and Marsh McLennan. RPS (Risk Placement Services) is listed as an emerging player.
Does The Trottier Insurance Group have an API?
No public API is recorded for The Trottier Insurance Group.
What industry is The Trottier Insurance Group in?
The Trottier Insurance Group's product category is Insurance Brokerage. Its primary akta.pro industry code is FSAEADAA, Retail (Personal Lines) Insurance Brokerage, with a secondary code of FSAIAEAL, Individual Health Insurance Brokerage & Distribution. Its NAICS code is 5242 and its SIC code is 6411.