The Dunn Group
The Dunn Group is a privately held, family-owned independent insurance brokerage serving individuals, families, and businesses across Pennsylvania and New York with personal, commercial, and employee benefits coverage through eight offices and carrier-app-enabled digital tools.
- Company typePrivate
- Founded1933
- HeadquartersTowanda, United States
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What The Dunn Group does
The Dunn Group is a privately held, family-led insurance brokerage and financial services platform operating across Pennsylvania and New York. The firm markets itself as an independent agency offering personal insurance (auto, homeowner, umbrella, flood, watercraft, RV, life, disability, long-term care), commercial insurance (workers compensation, general liability, commercial property and auto, professional liability, excess liability, cyber liability), employee benefits brokerage (plan design, spending accounts, pharmacy carve-out, compliance support, wellness), Medicare services, financial services via Dunn Financial Services, and real estate via Henry Dunn Real Estate. The group consolidates Henry Dunn Insurance (founded 1933) and Swan Morss Insurance (founded 1853, joined the group in 2013), alongside specialty practices for construction, healthcare, manufacturing, landscaping, oil and gas, non-profit, educational institutions, and government/municipal clients.
Distribution combines a traditional field-agency model with eight physical offices (Towanda, Sayre, Williamsport, Royersford/Limerick, Harmony/Pittsburgh, Bloomsburg, Elmira, and Corning) plus digital self-service through The Dunn Group Online Portal and branded mobile apps that integrate with carrier apps including Chubb, Donegal, The Hartford, Liberty Mutual, Nationwide, NYCM, Penn National, Progressive, Safeco, Selective, and Travelers. Customer evidence spans SMB and mid-market testimonials across landscaping, engineering, manufacturing, counseling, recreation, disability services, and child care, with multiple clients reporting 10-20+ year relationships.
The Dunn Group firmographics
Firmographics- Name
- The Dunn Group
- Legal name
- The Dunn Group
- Website
- https://thedunngroup.com
- Company type
- Private
- Founded year
- 1933
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- The Dunn Group is a privately held, family-owned independent insurance brokerage serving individuals, families, and businesses across Pennsylvania and New York with personal, commercial, and employee benefits coverage through eight offices and carrier-app-enabled digital tools.
- Ownership category
- akta.pro rank
The Dunn Group industry classification
Industry- Product category
- Independent Insurance Agency (Property, Casualty, Life, and Benefits Brokerage)
- NAICS
- Insurance Agencies and Brokerages (524210)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Small Group Health Insurance (2–50/100) (FSAIAFAD)
- akta.pro secondary industries
- Standalone Cyber Liability Insurance (FSAJAOAA), Nonprofit / Social Services BOP (FSAJAFAM), Directors & Officers (D&O) Liability (FSAJADAF)
Keywords
Where The Dunn Group is headquartered
LocationHeadquarters
- HQ city
- Towanda
- HQ country
- United States
- HQ region
- North America
Offices8 records
Markets served
The Dunn Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Insurance Commissions: The Dunn Group earns commissions from insurance carriers for placing policies with customers. As an independent agency, they represent multiple insurance carriers and earn commissions on each policy sold or renewed.
- Insurance Brokerage Services: Fees earned for providing insurance brokerage services including plan design, analysis, implementation, and ongoing service for employee benefits and commercial insurance packages.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Custom Quote-Based Pricing |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
The Dunn Group product offering
Product offeringCore offering
The Dunn Group is an independent insurance agency that places personal insurance (auto, home, life, disability, long-term care), commercial insurance (workers compensation, general liability, property, commercial auto, cyber liability), and employee benefit plans on behalf of multiple carrier partners across Pennsylvania and New York. It also offers Medicare advisory, financial services through Dunn Financial Services, and real estate services through Henry Dunn Real Estate, serving individuals, families, small and mid-sized businesses, and niche industry verticals.
Product overview
The Dunn Group is a comprehensive insurance agency offering a portfolio of insurance and financial services across Pennsylvania and New York. The core offerings include Commercial Insurance (small business packages, workers compensation, general liability, commercial property, commercial auto, professional liability, excess liability, cyber liability), Personal Insurance (auto, homeowner, umbrella, flood, motorcycle, renters, watercraft, RV, condo, life, disability, long-term care), Employee Benefits (plan design, spending accounts, pharmacy programs, data analysis, compliance support, wellness), and Medicare Services. The Group also provides Financial Services through Dunn Financial Services and Real Estate through Henry Dunn Real Estate. Specialty products target specific industries including construction, healthcare, manufacturing, landscaping, oil and gas, government/municipal, education, and non-profit organizations. The agency operates multiple divisions including Henry Dunn Insurance (founded 1933) and Swan Morss Insurance (founded 1853, acquired 2013), both now part of The Dunn Group umbrella.
Differentiator
Problem solved
Functional benefit
Products and services
- Commercial Insurance Business insurance coverage for commercial clients, including small business packages, workers compensation, general liability, commercial property, commercial auto, professional liability, excess liability, and cyber liability. Targets small to mid-sized businesses, including specialty verticals such as construction, healthcare, manufacturing, landscaping, oil and gas, government/municipal, non-profit, and educational institutions.
- Personal Insurance Personal lines coverage for individuals and families, including auto, homeowner, umbrella, flood, motorcycle, renters, watercraft, RV, condo, life, disability, and long-term care insurance. Distributed through licensed agents at The Dunn Group's offices in Pennsylvania and New York.
- Employee Benefits Group benefits brokerage and consulting for employer clients, including plan design and analysis, alternative funding strategies, consumer-driven health plans, employee benefit group captives, spending accounts (HSA, HRA, FSA), pharmacy carve-out programs, data analysis, implementation and ongoing service, ancillary benefits, technology solutions, compliance and HR support, and wellness programs.
- Medicare Services Personalized Medicare plan comparison, enrollment guidance, ongoing support, and cost-saving strategies across Medicare Advantage, Medicare Supplement, and Part D prescription drug plans for individuals 65+ or those with qualifying disabilities.
- Financial Services Investment and retirement planning services offered through Dunn Financial Services, complementing the insurance product portfolio.
- Real Estate Services Buying, selling, and leasing real estate services offered through Henry Dunn Real Estate, an affiliated division of The Dunn Group.
Quantifiable outcome
- Preferred status with many insurance companies
- +1 more outcomes
Companies that use The Dunn Group
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles4 records
The Dunn Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
Feature2 records
The Dunn Group partnerships and signals
Strategic signalScale indicators3 records
Recent moves7 records
Expansion highlights5 records
The Dunn Group competitors and assessment
Company assessmentBroad incumbents
- Brown & Brown, Inc. Large national insurance brokerage that has grown significantly through regional agency acquisitions. Closely comparable business model (multi-line independent agency/brokerage) and a clear acquirer-of-choice profile for firms like The Dunn Group.
- Selective Insurance Group: Regional super-regional P&C carrier with a strong independent-agent distribution model across the Northeast. Comparable carrier-partner profile to The Dunn Group (Selective is one of their listed carrier partners) and operates in overlapping geographies.
- Erie Insurance Group: Regional P&C carrier and agency group with deep roots in Pennsylvania and adjacent states. Highly comparable geographic footprint, multi-line product mix (personal, commercial, life), and a strong independent-agent distribution model overlapping with The Dunn Group's carrier relationships.
- Marsh McLennan Agency: Middle-market arm of Marsh McLennan providing commercial, personal, and benefits solutions. Overlaps directly with The Dunn Group's employee-benefits and commercial practice for mid-sized employers in the Northeast.
- Donegal Group: Regional P&C carrier focused on the Mid-Atlantic and Northeast, distributed through independent agents. Direct overlap with The Dunn Group on geography and carrier-partner strategy (Donegal is one of The Dunn Group's listed carrier partners).
- Acrisure: Rapidly scaled insurance brokerage and fintech platform that aggregates regional agencies. Comparable in offering commercial, personal, and benefits products, and as a likely acquirer or competitor for mid-sized regional agencies.
- USI Insurance Services: Large national brokerage with a strong middle-market and employee-benefits practice. Competes with The Dunn Group for commercial and benefits clients in PA/NY and represents a natural roll-up acquirer for agencies of this size.
- Penn National Insurance: Pennsylvania-headquartered regional P&C carrier distributed primarily through independent agents. Directly overlaps with The Dunn Group on carrier relationships, geography, and the small-to-mid-commercial segment.
- Arthur J. Gallagher & Co. Global insurance brokerage with a sizable middle-market and benefits practice. Competes with The Dunn Group for mid-sized commercial accounts and has historically grown by acquiring regional agencies of comparable profile.
Direct peers
- Hilb Group: Middle-market insurance brokerage built via roll-up of regional agencies across the U.S. Comparable to The Dunn Group in offering commercial, personal, and benefits lines through a multi-office model, and an active acquirer in the same size tier.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
The Dunn Group social profiles
Digital presenceThe Dunn Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Dunn Group leadership team
Management profileNumber of profiles
Profiles5 records
The Dunn Group subsidiaries and ownership
Company hierarchySubsidiaries3 records
The Dunn Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Dunn Group 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 The Dunn Group
What does The Dunn Group do?
The Dunn Group is an independent insurance agency that places personal insurance (auto, home, life, disability, long-term care), commercial insurance (workers compensation, general liability, property, commercial auto, cyber liability), and employee benefit plans on behalf of multiple carrier partners across Pennsylvania and New York. It also offers Medicare advisory, financial services through Dunn Financial Services, and real estate services through Henry Dunn Real Estate, serving individuals, families, small and mid-sized businesses, and niche industry verticals.
Is The Dunn Group a public or private company?
The Dunn Group is a private company. It is classified as family owned and is currently operating.
When was The Dunn Group founded?
The Dunn Group was founded in 1933. It employs 51 to 100 people.
Where is The Dunn Group based?
The Dunn Group is headquartered in Towanda, United States, in the North America region.
How does The Dunn Group make money?
Two revenue lines are on record. Insurance Commissions are the primary driver. The others are insurance Brokerage Services.
Who are The Dunn Group's main competitors?
Broad incumbents on record are Brown & Brown, Inc., Selective Insurance Group, Erie Insurance Group, Marsh McLennan Agency, Donegal Group, Acrisure, USI Insurance Services, Penn National Insurance and Arthur J. Gallagher & Co.. Hilb Group is listed as a direct peer.
Does The Dunn Group have an API?
No public API is recorded for The Dunn Group.
What industry is The Dunn Group in?
The Dunn Group's product category is Independent Insurance Agency (Property, Casualty, Life, and Benefits Brokerage). Its primary akta.pro industry code is FSAIAFAD, Small Group Health Insurance (2–50/100), with a secondary code of FSAJAOAA, Standalone Cyber Liability Insurance. Its NAICS code is 524210 and its SIC code is 6411.