Montage Insurance Solutions
- Company typePrivate
- Founded2006
- HeadquartersWoodland Hills, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Montage Insurance Solutions does
Montage Insurance Solutions, operating as a DBA of Danone Simpson Insurance Services LLC, is a privately held full-service commercial insurance brokerage and HR consulting firm founded in 2006 and headquartered in Calabasas, California. The firm manages Employee Benefits and Property & Casualty insurance for mid-sized to larger employers, holding appointments with over 100 insurance carriers including Aetna, Anthem, Blue Cross, Cigna, Kaiser Permanente, MetLife, United Healthcare, Travelers, and Chubb, and operating with nationwide licenses and select international carrier partnerships. Its service portfolio spans employee benefits administration, COBRA and ERISA third-party administration, workers' compensation with claims management, commercial P&C, HR consulting, legal compliance support, safety and loss control, and dedicated claims concierge service, delivered through a "High Touch" model with in-house account managers, TPA administrators, and HRIS technology experts.
The company runs a layered proprietary technology stack including the Healthefair virtual health-fair platform, the Bene App Inc. auditing software launched in 2024, the trademarked My HR Summit seminar series, the TEAM engagement framework, and integrations across major HRIS, payroll, and benefits administration platforms such as ADP, Paycom, Paychex, Paylocity, Maxwell Health, PlanSource, Employee Navigator, Kronos, and Epicor. Dedicated sub-brands target specific verticals: Montage4Schools for educational institutions and Montage4NonProfits for non-profit organizations.
Revenue is generated primarily through recurring insurance brokerage commissions from carrier placements, supplemented by TPA service fees, HR consulting engagements, seminar/workshop programming, and the newer software and auditing revenue stream from Bene App Inc. The firm maintains wholly owned operating subsidiaries Simpolicy (serving SMBs with 2-100 employees, individuals, and families since 2012), Legacy Heir (property and tenant management founded 2022), and Bene App Inc. (auditing software launched 2024). The company is founder-led, has approximately 27 employees, has no disclosed institutional or venture capital backing, and has been continuously recognized among the Top 25 largest LA-area insurance brokerage firms since 2009, with 14 consecutive years on Best Places to Work lists.
Montage Insurance Solutions firmographics
Firmographics- Name
- Montage Insurance Solutions
- Legal name
- Danone Simpson Insurance Services LLC
- Website
- https://montageinsurance.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Montage Insurance Solutions industry classification
Industry- Product category
- Commercial Insurance Brokerage
- NAICS
- Insurance Agencies and Brokerages (524210), Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292), Claims Adjusting (524291)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Nonprofit / Social Services BOP (FSAJAFAM)
- akta.pro secondary industry
- Technology / IT Services BOP (FSAJAFAK)
Keywords
Where Montage Insurance Solutions is headquartered
LocationHeadquarters
- HQ city
- Woodland Hills
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Montage Insurance Solutions business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Insurance Brokerage Commissions: Montage acts as a full-service commercial insurance brokerage managing Employee Benefits and Property & Casualty insurance. Revenue is generated through commissions from insurance carriers for placing business, with appointments with over 100 reputable insurance carriers.
- Third-Party Administration (TPA) Services: In-house TPA department providing COBRA and ERISA compliance services, benefits administration, and claims management. Services include COBRA administrative services, Form 5500 filings, and ACA filings.
- HR Consulting Services: Complimentary HR consulting services including unlimited telephonic support, resource library access, on-site consulting, leave management solutions, and expert legal referrals.
- Seminars & Workshops: My HR Summit Series provides expert-led information summits and training programs on compliance, best practices, and professional development for HR professionals.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Montage serves mid-sized to larger employers with High Touch service model |
| Subscription | Annual | Simpolicy subsidiary serves small businesses with 2-100 employees |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
Montage Insurance Solutions product offering
Product offeringCore offering
Montage Insurance Solutions is a full-service commercial insurance brokerage firm (DBA of Danone Simpson Insurance Services LLC) that manages Employee Benefits and Property & Casualty coverage for mid-sized to larger employers. The company conducts annual market negotiations with over 100 carrier partners to secure optimal pricing and coverage, and supplements brokerage with in-house Third-Party Administration (COBRA/ERISA), HR consulting, claims management, and proprietary technology platforms (Healthefair, Bene App).
Product overview
Montage Insurance Solutions operates as a platform-plus-modules architecture offering a unified core insurance brokerage service supplemented by specialized product lines and add-on modules. The core platform (Montage Insurance Solutions) provides full-service commercial insurance brokerage for Employee Benefits and Property & Casualty for mid-sized to larger employers, supported by in-house Third-Party Administrator services. Key sub-products include: Simpolicy (serving smaller employers and individuals), Bene App Inc. (auditing software), Legacy Heir (property management), Healthefair (proprietary wellness/virtual health fair platform), My HR Summit (HR education seminars), and H.I.T. Podcast (industry podcast). Service modules span Employee Benefits Administration, COBRA & ERISA TPA, Workers' Compensation, Property & Casualty, HR Consulting, Safety & Loss Control, Technology Integration, Health & Wellness, Healthcare Reform Compliance, Legal Compliance, and specialized sector programs for Schools (Montage4Schools) and NonProfits (Montage4NonProfits). The company partners with over 100 insurance carriers to deliver comprehensive coverage options.
Differentiator
Problem solved
Functional benefit
Brands
- Montage4Schools: A dedicated service providing specialized insurance solutions and attention to educational institutions including Charters/CMO's, Public School Districts, Private Schools, Religious Schools, and Higher Education.
- Montage4NonProfits
- My HR Summit
- Healthefair
- Montage Minutes
Products and services
- Employee Benefits Insurance
- Property & Casualty Insurance
- Workers' Compensation Insurance
- Medical Plans
- Dental & Vision Plans
- COBRA & ERISA TPA Services
- HR Consulting
- Safety & Loss Control
- Healthcare Reform Compliance
- Legal Compliance Services
- Health & Wellness Programs
- Technology Integration Services
- Simpolicy Insurance Solutions
- Bene App Inc.
- Montage4Schools
- Montage4NonProfits
- My HR Summit Series
Quantifiable outcome
- Montage's ERISA wrap tool has successfully passed hundreds of Department of Labor audits
- +3 more outcomes
Companies that use Montage Insurance Solutions
Customer profileNamed customers7 records
Segments5 records
Ideal customer profiles4 records
Montage Insurance Solutions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
Feature7 records
Montage Insurance Solutions partnerships and signals
Strategic signalPartnerships
26 partnerships are on record, tiered core and minor.
- AetnacoreMajor health insurance carrier partner providing medical coverage options through Montage's brokerage services.
- AflaccoreSupplemental insurance provider offering voluntary benefits through Montage's distribution network.
- AIGcoreGlobal insurance carrier providing commercial and specialty insurance products.
- AnthemcoreMajor health insurance carrier offering medical plans through Montage.
- Blue Cross of CaliforniacoreLeading health insurance provider in California serving Montage's client base.
- ChubbcoreProperty & casualty insurance carrier providing commercial coverage options.
- CignacoreGlobal health service company providing medical and supplemental insurance.
- Kaiser PermanentecoreIntegrated health care system offering medical coverage in California.
- MetLifecoreInsurance carrier providing employee benefits including life, dental, vision, and retirement.
- Nationwide InsurancecoreDiversified insurance provider offering property, casualty, and life insurance.
- State Compensation Insurance FundcoreCalifornia-based workers' compensation insurance provider.
- The HartfordcoreInsurance carrier specializing in business insurance and employee benefits.
- TravelerscoreProperty and casualty insurance company offering commercial solutions.
- United HealthcarecoreMajor health insurance carrier providing comprehensive medical coverage.
- Lincoln FinancialcoreFinancial services company providing retirement and insurance solutions.
- Sun LifecoreInternational insurance company offering employee benefits and voluntary coverage.
- SimpolicycoreSister company founded in 2012 by Danone Simpson to handle smaller employer, individual, event insurance, travel insurance and Medicare. Montage refers smaller accounts to Simpolicy while managing mid-sized to larger employers.
- Legacy HeirminorCompany founded in 2022 that manages tenants and properties in Montage's building in Calabasas.
- Bene App Inc.minorTechnology company founded in 2023, developing auditing software for managing insurance bill auditing. Will launch in 2024 offering services to Montage clients and other employers.
- Michel & Robinson, LLPminorLaw firm providing legal consultation on DEI and workplace protections for My HR Summit events.
- Lewitt HackmanminorLaw firm whose Employment Practice Group Chair Sue Bendavid provides presentations on job descriptions at My HR Summits.
- Greenspoon Marder, LLPminorLaw firm providing employment law updates at Montage seminars. Attorney Brian Koegle discusses worker's comp claims.
- Free Wheelchair MissionminorCharitable partnership where Montage donates a wheelchair each month through Free Wheelchair Mission - over 168 donated so far.
- Make-A-WishminorPartnership to help grant wishes for children on a path to recovery.
- Doctors Without BordersminorInternational medical humanitarian organization supported by Montage.
- Smile TrainminorMedical charity supported by Montage's giving program.
Scale indicators7 records
Recent moves8 records
Expansion highlights6 records
Montage Insurance Solutions competitors and assessment
Company assessmentDirect peers
- Brown & Brown, Inc. Large publicly traded insurance brokerage providing Employee Benefits and Commercial P&C to mid-market and larger employers, including dedicated industry verticals. Directly comparable service mix to Montage (brokerage + TPA-adjacent services for employers), at considerably larger scale.
- Heffernan Insurance Brokers: West Coast (California-headquartered) private commercial insurance brokerage with a strong Employee Benefits practice serving mid-sized to larger employers. Similar in size, geography, and service model (brokerage + HR-adjacent advisory), making it one of Montage's closest direct comparables.
- Higginbotham: Large privately held insurance brokerage that scaled from a single Texas office to a multi-state platform serving mid-market commercial accounts. Mirrors Montage's mid-market / employee-benefits-led proposition, though significantly larger and broader geographically.
- AssuredPartners: One of the largest privately held US insurance brokerages with a roll-up strategy of regional commercial brokerages serving mid-market employers. Closely comparable go-to-market and product mix (commercial P&C, employee benefits), operating through regional offices.
- USI Insurance Services: Large private commercial insurance brokerage with a deep Employee Benefits and Property & Casualty practice, including proprietary benchmarking and risk-management technology. Operates a similar mid-/large-employer model to Montage, though at national scale.
- Acrisure: Tech-enabled private insurance brokerage built through aggressive M&A, serving commercial and benefits clients across the US. Same commercial brokerage product mix as Montage; relevant as a scaled acquisition-driven competitor increasingly active in mid-market accounts.
- Alliant Insurance Services: Largest privately held US insurance brokerage, with strong Employee Benefits and specialty verticals including education, nonprofits, healthcare, and public entities—all segments Montage explicitly targets through trademarked programs.
- Woodruff Sawyer: West Coast private commercial insurance brokerage with deep Employee Benefits expertise serving mid-sized and larger employers. Closely comparable California-based mid-market brokerage with similar service mix to Montage.
- Lockton Companies: World's largest privately held insurance brokerage, widely recognized for Employee Benefits consulting and proprietary analytics for mid-market and large employers. Comparable services and clients; benchmarks Montage's enterprise-led positioning at global scale.
- Hub International: Large private brokerage built via regional roll-ups, focused on commercial P&C and Employee Benefits for mid-market employers across the US and Canada. Same core service mix as Montage and a frequent counterparty in regional consolidation moves.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Montage Insurance Solutions social profiles
Digital presenceMontage Insurance Solutions compliance and trust
Trust signalCompliance1 record
Montage Insurance Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Montage Insurance Solutions leadership team
Management profileNumber of profiles
Profiles3 records
Montage Insurance Solutions subsidiaries and ownership
Company hierarchySubsidiaries3 records
Montage Insurance Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Montage Insurance Solutions 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 Montage Insurance Solutions
What does Montage Insurance Solutions do?
Montage Insurance Solutions is a full-service commercial insurance brokerage firm (DBA of Danone Simpson Insurance Services LLC) that manages Employee Benefits and Property & Casualty coverage for mid-sized to larger employers. The company conducts annual market negotiations with over 100 carrier partners to secure optimal pricing and coverage, and supplements brokerage with in-house Third-Party Administration (COBRA/ERISA), HR consulting, claims management, and proprietary technology platforms (Healthefair, Bene App).
Is Montage Insurance Solutions a public or private company?
Montage Insurance Solutions is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Montage Insurance Solutions founded?
Montage Insurance Solutions was founded in 2006. It employs 11 to 50 people.
Where is Montage Insurance Solutions based?
Montage Insurance Solutions is headquartered in Woodland Hills, United States, in the North America region.
How does Montage Insurance Solutions make money?
Four revenue lines are on record. Insurance Brokerage Commissions are the primary driver. The others are third-Party Administration (TPA) Services, HR Consulting Services and seminars & Workshops.
Who are Montage Insurance Solutions's main competitors?
Direct peers on record are Brown & Brown, Inc., Heffernan Insurance Brokers, Higginbotham, AssuredPartners, USI Insurance Services, Acrisure, Alliant Insurance Services, Woodruff Sawyer, Lockton Companies and Hub International.
Does Montage Insurance Solutions have an API?
No public API is recorded for Montage Insurance Solutions.
What industry is Montage Insurance Solutions in?
Montage Insurance Solutions's product category is Commercial Insurance Brokerage. Its primary akta.pro industry code is FSAJAFAM, Nonprofit / Social Services BOP, with a secondary code of FSAJAFAK, Technology / IT Services BOP. Its NAICS code is 524210 and its SIC code is 6411.