Trustpoint Insurance

What Trustpoint Insurance does

Trustpoint Insurance is a privately held independent insurance agency founded around 2009 and headquartered in Roanoke, Virginia, with five physical offices spanning Roanoke, Charlottesville, Richlands, and Lynchburg in Virginia plus Bristol, Tennessee. The firm is licensed in 26 states plus the District of Columbia and operates as a multi-line agency distributing business insurance, group benefits, individual health insurance, life insurance, Medicare, and personal insurance on behalf of multiple third-party carriers. Its product portfolio includes a niche Guantanamo Auto Program and a proprietary service wrapper called Total Benefits Solution (TBS), which provides concierge-level HR support for employer benefits programs.

The company's core technology stack centers on a 24/7 secure client portal powered by Vertafore for policy access, payments, claims filing, and certificate requests, complemented by a website with quote-request forms and organic social channels on Facebook, Instagram, YouTube, and LinkedIn. Revenue is generated exclusively through insurance carrier commissions on new placements, renewals, and policy modifications across all lines — a recurring but variable stream tied to policy persistency and new sales. The go-to-market is sales-led, combining direct in-person consultations at branch offices, inside sales via phone, and online quote capture, with a horizontal segmentation approach addressing individuals, families, and SMB/mid-market employer clients.

The company employs 11–50 staff, has no disclosed external funding, no parent company, and no M&A activity, operating as a founder/management-owned boutique agency. Management depth is concentrated in a President/CMO (Will Faddis), CFO (Kevin Wesolowski), and a bench of VPs overseeing commercial lines, benefits, personal lines, life/health, and sales. Customer concentration is diffuse, evidenced by testimonials from long-tenured individual and SMB clients rather than enterprise accounts.

Name

Trustpoint Insurance

Legal name

Trustpoint Insurance LLC

Website

https://trustpointins.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Trustpoint Insurance is a privately held independent insurance agency in Roanoke, Virginia, distributing business, group benefits, individual health, life, Medicare, and personal insurance across 26 states via five offices and a 24/7 Vertafore-powered client portal.

Ownership category

akta.pro rank

Product category

Independent Insurance Agency Services

NAICS

Insurance Agencies and Brokerages (52421), Insurance Agencies and Brokerages (524210)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Commercial General Liability (CGL) (FSAJADAA)

akta.pro secondary industries

Network Security & Privacy Liability (Third-Party) (FSAJAOAE), Product Liability (FSAJADAC)

Keywords

• Independent insurance agency
• Commercial insurance brokerage
• Personal insurance lines
• Group benefits administration
• Medicare supplemental coverage

Headquarters

HQ city

Bristol

HQ country

United States

HQ region

North America

Offices5 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 Commissions: Trustpoint Insurance generates revenue through commissions from insurance carriers for placing policies with clients. As an independent agency representing multiple insurance markets, they earn commissions on new policy placements, renewals, and policy modifications across all insurance lines they offer.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Trustpoint Insurance is an independent insurance agency that places and services business and personal insurance policies on behalf of clients by leveraging strategic partnerships with multiple third-party insurance carriers. It operates across six core lines — Business Insurance, Group Benefits, Individual Health Insurance, Life Insurance, Medicare, and Personal Insurance — and supplements these with a proprietary Total Benefits Solution (TBS) for employer benefits administration. Revenue is earned via carrier commissions on policies placed, renewed, or modified.

Product overview

Trustpoint Insurance is an independent boutique insurance agency offering a comprehensive portfolio of insurance products and services. The company operates as a solutions-based advisor model providing Business Insurance, Group Benefits (with the proprietary Total Benefits Solution), Individual Health Insurance, Life Insurance, Medicare coverage, and Personal Insurance. Their product lineup includes specialized sub-products such as the Guantanamo Auto Program, technology insurance, cyber liability, and Medicare Advantage/Medigap options. The company serves clients throughout Virginia, Tennessee, and 24 additional states through strategic partnerships with multiple insurance carriers.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Insurance

Quantifiable outcome

• 16 years of experience in simplifying insurance purchasing and management
• +1 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

Feature1 record

Partnerships

Three partnerships are on record, tiered core and minor.

• Insurance Carriers (Multiple Markets)coreOthersTrustpoint Insurance has strategic partnerships with various insurance markets/carriers that they represent. These partnerships allow them to offer competitive coverage options and match clients with appropriate carriers based on their specific needs. The company emphasizes leveraging relationships with insurance carriers to provide best products and service.
• Independent Insurance Agents of Virginia (IIAV)minorOthersProfessional association membership providing industry resources, networking, and professional development for independent insurance agents in Virginia.
• National Association of Health Underwriters (NAHU)minorOthersProfessional association membership providing resources and advocacy for health insurance professionals, supporting Trustpoint's group benefits and individual health insurance offerings.

Scale indicators3 records

Expansion highlights6 records

Broad incumbents

• USI Insurance Services: Large middle-market brokerage with strong employee-benefits practice — directly comparable to Trustpoint's group benefits (TBS) and commercial lines focus, but with national reach and proprietary risk-mapping tools.
• Brown & Brown Insurance: Large publicly traded independent insurance brokerage with multi-line personal and commercial distribution across the U.S. Closest structural analog to Trustpoint's independent-agency model, but at vastly greater scale and geographic breadth.
• Hub International: PE-backed (Hellman & Friedman) large brokerage platform offering personal, commercial, and benefits distribution. Comparable independent-agency architecture but operates an aggressive roll-up strategy Trustpoint lacks the capital to pursue.
• Arthur J. Gallagher & Co. Global brokerage and risk-management firm with retail and wholesale operations across all lines including benefits. Notably referenced in Trustpoint's own privacy-policy footer, indicating an existing relationship/administrative link.
• Acrisure: Fast-growing PE-backed brokerage consolidator with multi-line personal, commercial, and benefits offerings. Highly relevant competitor for SMB and mid-market accounts Trustpoint targets.
• RPS (Risk Placement Services): Wholesale brokerage and binding authority platform serving retail agents like Trustpoint. Comparable channel role in connecting independent agencies to specialty carrier markets.
• Marsh McLennan Agency: Middle-market subsidiary of Marsh McLennan delivering commercial, personal, and benefits advisory. Competes for the same SMB/mid-market accounts Trustpoint serves.

Direct peers

• Hilb Group: PE-backed (ABRY Partners) mid-Atlantic regional brokerage roll-up focused on commercial, personal, and benefits lines. Closest direct comparable in scale and geography to Trustpoint's VA/TN footprint.
• The Insurance Office of America: Privately held multi-line agency offering personal, commercial, and group benefits across the Southeast U.S. Highly comparable in business mix and independent-agency positioning to Trustpoint.
• BroadPath: Independently held boutique insurance agency offering personal, commercial, and benefits lines with an advisor-driven service model closely mirroring Trustpoint's trusted-advisor positioning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@trustpointinsurance
• Facebookfacebook.com/trustpointinsurancellc
• LinkedInlinkedin.com/company/trustpoint-insurance-llc
• Instagraminstagram.com/trustpointinsurance
• Xx.com/trustpoint_ins

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 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 Trustpoint Insurance