Professional Team Insurance Services

What Professional Team Insurance Services does

Professional Team Insurance Services (PTIS) is a full-service independent insurance agency headquartered in Woodland Hills, California, in the San Fernando Valley of Los Angeles. Founded in 2000 as a local agency, PTIS has grown organically into a nationally licensed insurance brokerage operating across 32 US states. The agency serves both individual consumers and commercial clients with a horizontal product portfolio spanning ten insurance lines: auto, homeowners, life, health, business and commercial, earthquake, flood, motorcycle, renters, and surety bonds. As an independent agency, PTIS represents more than 25 insurance carriers including major national providers (Travelers, Liberty Mutual, Chubb, The Hartford, CNA, Anthem Blue Cross, Aetna, Blue Shield of California) and specialty carriers (GeoVera, Pacific Specialty, Philadelphia Insurance, Bristol West, Berkshire Hathaway GUARD, Arrowhead General), enabling cross-market placement particularly for hard-to-place or complex risks.

The agency's go-to-market is relationship-led and omnichannel: licensed agents engage customers directly for quoting and servicing, supported by a website with online quote request forms, contact forms, a customer review/rating system, and an insurance glossary blog for top-of-funnel content marketing. The business model is a pure commission-based intermediary structure: PTIS earns carrier commissions on policies sold and does not underwrite risk itself. With a headcount of 1-10 employees identified on the Contact Us page (including founders Farhad and Negin Bahadorani and producer/service staff such as Tammy Jacobson, Laurie Montesano, Kim Hong, Desiree Martinez, Stephanie Palafox, and Mike Nadigoo), the agency operates at owner-operator scale without institutional capital, parent company, or external investors.

Technology is described as a standard website-based insurance agency platform with no proprietary features, AI/ML capabilities, mobile app, or API integrations disclosed. The agency holds no patents and discloses no regulatory actions, certifications, or formal compliance frameworks beyond standard insurance licensing across its 32-state footprint. PTIS self-describes as an award-winning company without specifics, and positions its core differentiators as 25+ years of carrier relationships, expertise in complex risk placement, and personalized client service.

Name

Professional Team Insurance Services

Legal name

Professional Team Insurance Services

Website

https://usptis.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

1–10 employees

Short description

Professional Team Insurance Services is an independent insurance agency headquartered in Woodland Hills, California, licensed in 32 US states. It offers personal and commercial insurance across ten product lines through 25+ carrier partnerships, earning revenue via carrier commissions on policies placed.

Ownership category

akta.pro rank

Headquarters

HQ city

Tarzana

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Insurance Commissions: As an independent insurance agency, PTIS earns commissions from the insurance carriers they represent when they sell insurance policies to customers. They offer both commercial and personal lines insurance products.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Independent insurance agency established in 2000 in Woodland Hills, California, providing commercial and personal lines insurance products sourced from multiple carrier partners including Travelers, Hartford, Liberty Mutual, and Chubb. Licensed agents place coverage for clients across 32 states nationwide.

Product overview

Professional Team Insurance Services is a full-service independent insurance agency offering a broad range of insurance products across commercial and personal lines. The agency provides Auto Insurance, Homeowners Insurance, Life Insurance, Health Insurance, Business & Commercial Insurance, Earthquake Insurance, Flood Insurance, Motorcycle Insurance, Renters Insurance, and Bonds. As an independent agency, they represent multiple insurance carriers enabling them to offer competitive pricing and coverage options tailored to client needs. The company operates nationally, licensed in 32 states, and is headquartered in Woodland Hills, California.

Differentiator

Problem solved

Functional benefit

Products and services

• Commercial Lines Insurance

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

26 partnerships are on record, tiered core and minor.

• Pacific SpecialtycoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing specialty insurance products through PTIS independent agency network.
• US AssurecoreChannel Partner/ Reseller/ DistributorInsurance carrier partner offering various property and casualty products.
• TravelerscoreChannel Partner/ Reseller/ DistributorMajor national insurance carrier providing commercial and personal lines coverage.
• The HartfordcoreChannel Partner/ Reseller/ DistributorNational insurance carrier offering business and personal insurance products.
• State Compensation Insurance FundcoreChannel Partner/ Reseller/ DistributorCalifornia state-sponsored workers compensation insurance provider.
• SafecocoreChannel Partner/ Reseller/ DistributorLiberty Mutual subsidiary offering personal insurance products.
• Philadelphia Insurance CompaniescoreChannel Partner/ Reseller/ DistributorSpecialty insurance carrier focusing on niche commercial lines.
• GeoVeracoreChannel Partner/ Reseller/ DistributorSpecialty insurer focusing on earthquake and flood insurance.
• Health NetcoreChannel Partner/ Reseller/ DistributorCalifornia-based health insurance provider offering individual and group plans.
• Kaiser PermanentecoreChannel Partner/ Reseller/ DistributorHealth maintenance organization providing comprehensive health coverage.
• Liberty MutualcoreChannel Partner/ Reseller/ DistributorNational insurance carrier offering auto, home, and business insurance.
• National GeneralcoreChannel Partner/ Reseller/ DistributorInsurance carrier specializing in personal and small business lines.
• Foremost Insurance GroupcoreChannel Partner/ Reseller/ DistributorSpecialty insurer focusing on manufactured housing and motorhome insurance.
• CNA FinancialcoreChannel Partner/ Reseller/ DistributorMajor commercial insurance carrier serving businesses of all sizes.
• ChubbcoreChannel Partner/ Reseller/ DistributorGlobal insurance carrier specializing in commercial and personal property/casualty.
• Arrowhead General Insurance AgencycoreChannel Partner/ Reseller/ DistributorProgram administrator offering specialized insurance programs.
• Berkshire Hathaway GUARD Insurance CompaniescoreChannel Partner/ Reseller/ DistributorInsurance subsidiaries of Berkshire Hathaway offering commercial and personal lines.
• Bristol WestcoreChannel Partner/ Reseller/ DistributorNon-standard auto insurance provider.
• Anthem Blue CrosscoreChannel Partner/ Reseller/ DistributorMajor health insurance provider offering individual and group coverage.
• AetnacoreChannel Partner/ Reseller/ DistributorNational health insurance carrier providing comprehensive health benefits.
• Blue Shield of CaliforniacoreChannel Partner/ Reseller/ DistributorCalifornia-based health insurance provider offering individual and employer plans.
• California ChoicecoreChannel Partner/ Reseller/ DistributorCalifornia health insurance broker offering multiple carrier options.
• HeritagecoreChannel Partner/ Reseller/ DistributorInsurance carrier partner offering various coverage options.
• First AmericancoreChannel Partner/ Reseller/ DistributorTitle and specialty insurance provider.
• Coastal SelectcoreChannel Partner/ Reseller/ DistributorCalifornia coastal area specialty insurance provider.
• GCC - Golden CoastminorChannel Partner/ Reseller/ DistributorRegional insurance partner offering various coverage options.

Scale indicators3 records

Recent moves2 records

Expansion highlights4 records

Direct peers

• Heffernan Insurance Brokers: Independent brokerage distributing personal and commercial insurance across a wide carrier panel. Highly comparable to PTIS in product breadth and reliance on multi-carrier commission revenue.
• Leavitt Group: Multi-state independent insurance agency offering personal and commercial lines from a broad carrier panel. Directly comparable to PTIS as a relationship-led independent agency distributing across multiple carriers.
• Keenan & Associates: Independent insurance brokerage serving public-sector, commercial, and individual clients across multiple states. Directly comparable to PTIS in its relationship-led independent-agency model and broad carrier representation.
• Crest Insurance Group: Independent agency providing commercial and personal insurance through multiple carrier partners. Closely mirrors PTIS's commission-based independent agency model with a regional, relationship-focused go-to-market.
• Woodruff-Sawyer & Co. Independent insurance brokerage distributing commercial and personal lines through carrier partnerships. Closely mirrors PTIS's commission model and emphasis on multi-carrier placement for complex risks.

Others

• Arrowhead General Insurance Agency: Program administrator and managing general agent providing specialty commercial lines distribution. Comparable to PTIS because PTIS lists Arrowhead as a partner, but Arrowhead is upstream as a carrier/MGA rather than a competing retail broker.

Broad incumbents

• HUB International: Large national brokerage offering personal, commercial, life, and health insurance through a vast carrier network. Overlaps with PTIS in independent-broker distribution but operates at meaningfully larger scale across all 50 states.
• Acrisure: Large-scale insurance brokerage distributing personal, commercial, and specialty coverage. Comparable to PTIS in its multi-carrier independent agency model, though Acrisure is far larger and more tech-driven.
• Brown & Brown: National insurance brokerage distributing commercial and personal lines through carrier relationships. Comparable in product mix, but vastly larger scale and acquisition-led growth model.

Regional players

• Insurance West Brokers: California-anchored independent agency distributing commercial and personal lines. Comparable to PTIS's Woodland Hills base and commercial insurance focus, but concentrated in the Western US.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Professional Team Insurance Services