Mallory Agency
Mallory Agency is a privately held, independent insurance brokerage founded in 1907, placing personal, commercial, and life insurance across dozens of U.S. states from four Southeast offices for individuals, families, and mid-market businesses in industries including restaurants, trucking, hospitality, non-profits, and construction.
- Company typePrivate
- Founded1907
- HeadquartersLagrange, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Mallory Agency does
Mallory Agency is an independent, privately held insurance brokerage founded in 1907 and headquartered in LaGrange, Georgia, with regional offices in Atlanta and Columbus (GA) and Auburn (AL). The firm operates as a multi-line broker placing business with multiple carriers across personal lines (homeowners, auto, renters, recreational vehicles, umbrella, flood, life) and commercial lines (general liability, commercial auto, commercial property, workers' compensation, cyber liability, professional liability, inland marine, excess liability/umbrella, surety bonds, liquor liability), serving individuals, families, mid-market businesses, and industry-specific verticals including restaurants, trucking, hospitality, non-profits, and construction.
The business model is commission-based brokerage revenue generated on recurring annual policy renewals, supplemented by fee-for-service risk management offerings (Service Plans and Open Claims Review) bundled into client programs. Distribution is entirely direct and consultative, with no digital self-serve storefront or third-party reseller channel; sales occur through licensed advisors via phone, in-person office consultations, website quote forms, and a blog/vlog content program that supports SEO-driven demand generation. The firm is licensed in dozens of states and positions itself as combining boutique-level personalized service with national scale, supported by a partner ecosystem that includes LioQuote for digital quoting/events and MyBondApp for surety bond issuance.
No proprietary technology platform, AI/ML capabilities, or funded growth programs are described in the source material. Headcount is reported at 11–50 employees, leadership is principal-owned (Matt Mallory as CEO, with EVP Libby Willingham, CFO April Simmons, and President Neil Corrigan), and there are no disclosed acquisitions, funding rounds, or material leadership changes. Customer testimonials are drawn from individual personal-lines policyholders; no named enterprise customers or revenue disclosures are present.
Mallory Agency firmographics
Firmographics- Name
- Mallory Agency
- Legal name
- Mallory Agency
- Website
- https://malloryagency.com
- Company type
- Private
- Founded year
- 1907
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Mallory Agency is a privately held, independent insurance brokerage founded in 1907, placing personal, commercial, and life insurance across dozens of U.S. states from four Southeast offices for individuals, families, and mid-market businesses in industries including restaurants, trucking, hospitality, non-profits, and construction.
- Ownership category
- akta.pro rank
Mallory Agency industry classification
Industry- Product category
- Insurance Brokerage Services
- NAICS
- Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Commercial Lines Insurance Brokerage (FSAEADAB)
- akta.pro secondary industries
- Retail (Personal Lines) Insurance Brokerage (FSAEADAA), Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines) (FSAEADAJ)
Keywords
Where Mallory Agency is headquartered
LocationHeadquarters
- HQ city
- Lagrange
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Mallory Agency business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Insurance Brokerage Commissions: Mallory Agency operates as an independent insurance brokerage earning commissions from insurance carriers for placing and renewing policies across commercial and personal lines. Revenue is generated on a recurring basis as policies renew annually, supplemented by new policy placements. The agency also offers fee-for-service risk management consulting (service plans, claims reviews) bundled into client insurance programs at no extra cost, and additional coverage layers (umbrella, excess liability) that generate supplemental commissions.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Mallory Agency product offering
Product offeringCore offering
Independent insurance brokerage offering personal lines, commercial lines, and life insurance products alongside claims advocacy and risk management consulting services. The firm represents multiple insurance carriers and provides consultative brokerage services to clients across the United States.
Product overview
Mallory Agency is an independent insurance brokerage offering a comprehensive portfolio of insurance and risk management products. The company provides Personal Insurance products including Homeowners Insurance, Auto Insurance, Renters Insurance, Recreational Vehicles Insurance, Umbrella Insurance, and Flood Insurance. Commercial Insurance offerings encompass General Liability Insurance, Commercial Auto Insurance, Commercial Property, Workers' Compensation, Cyber Liability, Professional Liability, Inland Marine, Excess Liability & Umbrella, Surety Bonds, and Liquor Liability. Life Insurance solutions include Personal Life Insurance (term, whole, and universal) and Workplace Voluntary Life Insurance. Risk Management services include Service Plans and Open Claims Review. The portfolio is organized as a multi-line insurance agency with add-on risk management services designed for individuals, families, and businesses across industries including restaurants, trucking, hospitality, non-profits, and construction.
Differentiator
Problem solved
Functional benefit
Products and services
- Personal Lines Insurance
- Commercial Lines Insurance
- Life Insurance
- Risk Management Consulting
- Claims Advocacy
Companies that use Mallory Agency
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles2 records
Mallory Agency technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Mallory Agency partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights5 records
Mallory Agency competitors and assessment
Company assessmentDirect peers
- AssuredPartners: Large independent insurance brokerage built primarily through acquisitions of regional agencies; serves commercial and personal lines nationally. Comparable as a roll-up acquirer of heritage independent agencies with multi-state licensing and specialty commercial expertise.
- USI Insurance Services: Mid-market-focused insurance brokerage and consulting firm providing property/casualty, employee benefits, and personal lines across the U.S. Comparable mid-market commercial specialization and consultative advisory model.
- Hub International: Major North American insurance brokerage offering property, casualty, life, and risk management services through regional offices. Directly comparable multi-line brokerage model and a frequent acquirer of independent agencies of Mallory's size.
- Acrisure: Large rapidly-growing insurance brokerage built on a partnership/M&A model, integrating technology and traditional agency operations. Comparable as a tech-enabled acquirer of independent regional brokerages like Mallory.
- Higginbotham: Texas-based independent insurance brokerage serving commercial and personal lines across multiple states with a comparable multi-line, consultative sales model and industry-specialized practices. Closest peer given similar independent model, regional concentration, and mid-market commercial focus.
- Brown & Riding: Specialty wholesale insurance brokerage focused on complex and hard-to-place commercial risks across property, casualty, and professional lines. Comparable specialty expertise (inland marine, cyber, professional liability) and serves as a wholesale partner channel that Mallory may access.
- Burns & Wilcox: National wholesale insurance brokerage and managing general agent specializing in excess & surplus lines. Relevant peer as Mallory's wholesale partner for hard-to-place commercial risks and specialty lines (cyber, professional, marine).
- Foundation Risk Partners: Fast-growing national insurance brokerage built via acquisition of mid-sized regional agencies, offering commercial, personal, and employee benefits. Direct peer given its acquisition-led growth model targeting firms of Mallory's profile.
Broad incumbents
- Arthur J. Gallagher: Global insurance brokerage and risk management services firm with strong mid-market and specialty practice. Comparable as a large incumbent competing for the same multi-line commercial and personal accounts that Mallory serves.
- Marsh McLennan: Global professional services firm and largest insurance brokerage worldwide, offering risk, strategy, and people advisory. Comparable as the dominant incumbent in the broader brokerage industry against which Mallory positions itself ('we go toe-to-toe with global brokerages').
Market position
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
Mallory Agency social profiles
Digital presenceMallory Agency financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mallory Agency leadership team
Management profileNumber of profiles
Profiles7 records
Mallory Agency funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mallory Agency 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 Mallory Agency
What does Mallory Agency do?
Independent insurance brokerage offering personal lines, commercial lines, and life insurance products alongside claims advocacy and risk management consulting services. The firm represents multiple insurance carriers and provides consultative brokerage services to clients across the United States.
Is Mallory Agency a public or private company?
Mallory Agency is a private company. It is classified as family owned and is currently operating.
When was Mallory Agency founded?
Mallory Agency was founded in 1907. It employs 11 to 50 people.
Where is Mallory Agency based?
Mallory Agency is headquartered in Lagrange, United States, in the North America region.
How does Mallory Agency make money?
One revenue line is on record: insurance Brokerage Commissions.
Who are Mallory Agency's main competitors?
Direct peers on record are AssuredPartners, USI Insurance Services, Hub International, Acrisure, Higginbotham, Brown & Riding, Burns & Wilcox and Foundation Risk Partners. Broad incumbents are Arthur J. Gallagher and Marsh McLennan.
Does Mallory Agency have an API?
No public API is recorded for Mallory Agency.
What industry is Mallory Agency in?
Mallory Agency's product category is Insurance Brokerage Services. Its primary akta.pro industry code is FSAEADAB, Commercial Lines Insurance Brokerage, with a secondary code of FSAEADAA, Retail (Personal Lines) Insurance Brokerage. Its NAICS code is 52421 and its SIC code is 6411.