What Integrated Insurance Solutions does

Integrated Insurance Solutions generates revenue through standard insurance brokerage commissions on policies placed with carrier partners. The technology stack supporting client service includes a dedicated client portal and native iOS/Android mobile applications, with a community feature connecting users to more than 326,000 peers. Leadership comprises Derek Schultz as President & CEO, Michael Allardi as VP, founder Carl Getman as Sr. VP, Richard Herron as VP of Sales, and Brian Robillard as VP of Operations. Recent strategic activity includes the June 2026 acquisition of Appel Insurance Advisors, which expanded the firm into Rhode Island and added life, disability, and long-term care insurance capabilities targeted at the financial advisor market, alongside a partnership with Fortress Dental that extends vertical specialization into the dental practice segment. The firm operates as a privately held company with no disclosed funding rounds or external investors.

Name

Integrated Insurance Solutions

Legal name

Integrated Insurance Solutions, LLC

Website

https://iisagency.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

11–50 employees

Short description

Integrated Insurance Solutions is an independent insurance brokerage founded in 1986, serving commercial, employee benefits, medical/dental practices, and personal clients across Massachusetts through four offices and 20+ professionals, with multi-carrier access and exclusive carrier partnerships.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

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

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Commercial insurance brokerage
• Employee benefits administration
• Personal lines insurance
• Professional liability insurance
• Risk management services

Headquarters

HQ city

Framingham

HQ country

United States

HQ region

North America

Offices4 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: As an independent insurance broker/agency, IIS earns commissions from multiple insurance carriers for policies placed on behalf of clients. The firm works with dozens of major insurance companies and operates as the client's advocate rather than representing a single company.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Integrated Insurance Solutions is an independent insurance broker and agency that places commercial, employee benefits, medical/dental practice, and personal insurance policies on behalf of clients. Operating as a client advocate rather than a captive agent, the firm works with dozens of major insurance carriers to match clients with coverage across property and casualty, workers compensation, cyber liability, life, disability, and other lines. It augments brokerage with risk assessments, claims management, and technology-enabled service through a client portal and mobile app.

Product overview

Integrated Insurance Solutions operates as an independent insurance agency and broker offering a comprehensive portfolio of insurance products across commercial, employee benefits, healthcare, and personal lines. The core offering consists of Commercial & Risk Management services (property and casualty, cyber liability, workers compensation), Employee Benefits programs (medical, dental, vision, disability, life insurance), and Medical/Dental Practice Insurance (professional liability, exclusive oral surgeons program). Supporting these are Personal Insurance products (homeowners, auto, specialty items, personal risk management). The firm differentiates through a multi-carrier approach working with over 40 insurance providers to match clients with optimal coverage. Technology enhancements include a client portal, mobile app for iOS/Android, and online certificate request and claims reporting capabilities. The company completed the acquisition of Appel Insurance Advisors in June 2026, expanding capabilities in life insurance, disability income protection, long-term care, and estate planning for high-net-worth clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Commercial & Risk Management Comprehensive business insurance and risk management services including property and casualty coverage, data breach/cyber liability, workers compensation, and strategic consulting for proactive risk protection, for businesses from small offices to multi-million-dollar corporations.
• Employee Benefits
• Medical and Dental Practices Insurance Specialized professional liability and business insurance programs for medical, dental, and oral surgery practices, including exclusive oral surgeons program and dental professional liability coverage through carrier partners including Fortress and OMSNIC.
• Personal Insurance Individual coverage protecting personal assets including homeowners, renters, auto, marine, and specialty items such as jewelry and fine art, plus personal risk management including life, disability, and long-term care insurance for individuals and families.
• Dental Professional Liability
• Exclusive Oral Surgeons Program Exclusive agency arrangement with OMSNIC (Oral and Maxillofacial Surgery National Insurance Company), the leader in professional liability for oral surgeons, providing protection for oral surgery practices in MA, NH, and RI.
• Property & Casualty Coverage Wide range of commercial property and casualty coverage including automobile liability, boiler and machinery, data breach/cyber liability, directors and officers liability, employment practices liability, environmental liability, flood insurance, general liability, professional liability, workers compensation, and umbrella coverage.
• Homeowners & Renters Insurance Property coverage protecting homes, belongings, and personal assets from fire, weather damage, theft, and vandalism, with liability protection for injuries on the property.
• Auto, Marine & Other Vehicles Insurance Coverage for automobiles, motorcycles, ATVs, RVs, and boats including liability protection, medical payments, collision coverage, and protection against uninsured/underinsured drivers.
• Supplemental and Specialty Insurance Specialty policies protecting high-value items such as jewelry, collectibles, fine art, wedding expenses, and providing personal umbrella liability coverage beyond standard policies.
• Personal Risk Management Individual insurance planning for life, disability, and long-term care to protect families from financial hardship and asset loss due to illness, disability, or death.

Quantifiable outcome

• Eliminate coverage gaps that result from patching together coverage from different brokers
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Appel Insurance AdvisorscoreStrategic or Co-development Partner · 11 June 2026Acquired by Integrated Insurance Solutions, bringing founder David Appel and 30+ years of advanced planning expertise. The acquisition expands insurance services for Registered Investment Advisors (RIAs) and independent advisors across the United States, adding expertise in life insurance, disability income protection, long-term care, and estate planning.
• Fortress Professional Dental LiabilitycoreChannel Partner/ Reseller/ DistributorIIS serves as an agent for Fortress Professional Dental Liability insurance. Fortress is owned and operated by dentists and provides liability coverage exclusive to dentists. IIS represents this carrier for dental professional liability coverage matching clients with the best coverage for their needs.
• OMSNIC (Oral and Maxillofacial Surgery National Insurance Company)coreChannel Partner/ Reseller/ DistributorIIS is the exclusive agency for OMSNIC in Massachusetts, New Hampshire and Rhode Island. OMSNIC is the leader in professional liability insurance for oral surgeons for 30 years and provides protection for most oral surgeons in the country. Has managed close to 15,000 OMS claims.
• Commercial Insurance CarrierscoreChannel Partner/ Reseller/ DistributorPartnership with commercial insurance providers including Acadia, AIM Mutual, Arbella, CNA, Central Insurance, Coverys, Hanover, Hartford, Liberty Mutual, Mapfre, Merchants, Nationwide, Quincy Mutual, Safety, Travelers, Utica National, USLI Insurance, Berkshire Hathaway Guard, and GNY for commercial property, casualty, and risk management coverage.
• Personal Insurance CarrierscoreChannel Partner/ Reseller/ DistributorPartnership with personal insurance providers including Chubb, Safeco, and Swyfft for homeowners, auto, and personal property coverage.
• Group Benefits ProviderscoreChannel Partner/ Reseller/ DistributorPartnership with group benefits providers including AllWays Health Partners, Anthem, Blue Cross Blue Shield, Cigna, Delta Dental, Fallon Health, Guardian Life, Harvard Pilgrim, Lincoln Financial, Principal Financial, Tufts Health Plan, United Healthcare, Unum, and VSP for employee benefits including medical, dental, vision, life, and disability coverage.
• Integrated PartnersminorStrategic or Co-development PartnerRegistered Investment Advisor (RIA) with $25 billion in assets under advisement. Investment advice is offered through Integrated Partners, indicating a strategic relationship for providing comprehensive financial advisory services.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Brown & Brown Insurance: Large publicly traded national insurance brokerage with multi-carrier commercial, personal, and benefits practices. Comparable in independent agency model and multi-line offering, but operates at vastly greater scale across all 50 states.
• Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm with deep commercial P&C, benefits, and specialty practices. Closely aligned with IIS in product breadth and client-advocate positioning; vastly larger scale.
• Hub International: Large North American insurance brokerage offering commercial, personal, and employee benefits products through an independent multi-carrier model. Direct analog to IIS at materially greater scale, with strong mid-market presence.
• Acrisure: Fast-growing global insurance brokerage built on aggressive roll-up of independent agencies. Direct comparator on multi-carrier independent model; Acrisure's M&A playbook is a relevant template for IIS's potential roll-up trajectory.
• AssuredPartners: National insurance brokerage focused on middle-market commercial P&C, benefits, and personal lines. Closely mirrors IIS's product portfolio and independent multi-carrier model with significantly larger scale.
• USI Insurance Services: Top-10 U.S. insurance brokerage and consulting firm serving mid-market commercial and benefits clients. Comparable independent brokerage model with stronger benefits consulting capabilities.

Direct peers

• The Liberty Company Insurance Brokers: Independent multi-line insurance brokerage with a comparable product portfolio (commercial, personal, benefits, specialty). Direct competitor in the independent agent model with similar size and growth trajectory.
• World Insurance Associates: Independent insurance agency offering commercial, personal, and employee benefits through a multi-carrier model. Closely mirrors IIS's growth via acquisition and service-breadth strategy.

Regional players

• Cross Insurance: New England-based independent insurance brokerage offering commercial, personal, and employee benefits products. Most direct regional competitor to IIS given overlapping MA/RI/NH geography and similar independent multi-carrier model.

Others

• The Hanover Insurance Group: Major U.S. property and casualty insurance carrier and a key distribution partner for IIS. Not a direct competitor (insurer vs. broker) but a critical relationship given that Hanover is one of IIS's core carriers for commercial and dental liability.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/iisagency

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Integrated Insurance Solutions