Modern Insurance Marketing

What Modern Insurance Marketing does

Modern Insurance Marketing, Inc. is an independently owned and operated insurance agency founded in 1981 by Ron Osborne and headquartered in Wilsonville, Oregon. The firm operates as a multi-line insurance broker, representing 24+ carriers including Ameritas, AIG, Liberty Mutual, MetLife, Nationwide, Progressive, The Hartford, Transamerica, and United Healthcare, and offers both personal insurance (auto, home, classic car, motorcycle, RV, watercraft, renters, umbrella, vision, travel health, Medicare) and commercial insurance (commercial auto, property, liability, workers compensation, contractors, cyber liability, E&O, farm and ranch, group health, landlord liability, liquor liability, restaurant, and auto dealers). The agency is licensed to serve customers in 19 states, with primary concentration in the Pacific Northwest, and also operates a California DBA called Senior Solutions Insurance Services LLC focused on Medicare products via a dedicated partner website (seniorchoicesnw.com).

The company runs a sales-led go-to-market model with three distribution channels: walk-in office service at the Wilsonville headquarters, phone-based sales (503-682-3323), and online quote requests via its website. Marketing efforts include a content-driven Resource Center covering retirement, estate, investment, insurance, tax, money, and lifestyle topics, supported by video content and an FMG Suite-powered social media presence. The technology stack is conventional for an independent agency — no proprietary platform, no API, no AI tooling — relying instead on carrier portals and the Agency Revolution digital marketing suite.

Modern Insurance Marketing earns revenue primarily through commissions on policies placed with its carrier partners, supplemented by advisory and policy management services such as 6-month policy check-ups, coverage assessments, and educational seminars. Premiums are typically billed monthly through the carrier. The firm employs 1-10 people, is privately held with no disclosed external investment, and does not publicly disclose revenue. CCPA compliance is maintained via a TrustArc-validated mechanism for California residents.

Name

Modern Insurance Marketing

Legal name

Modern Insurance Marketing, Inc.

Website

https://moderninsurance.com

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

1–10 employees

Short description

Modern Insurance Marketing is an independently owned insurance agency founded in 1981 in Wilsonville, Oregon, representing 24+ carriers to deliver personal and commercial insurance products to individuals and small businesses across 19 U.S. states.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (524210), Insurance Agencies and Brokerages (52421)

SIC

Insurance Agents, Brokers & Service (6411), Life Insurance (6311), Fire, Marine & Casualty Insurance (6331)

akta.pro industry

PRIMARYFSAIAEAL

Individual Health Insurance Brokerage & Distribution

Financial & Insurance/Insurance — Life & Health/Individual Health Insurance

Keywords

• Independent insurance agency
• Personal insurance coverage
• Commercial insurance brokerage
• Medicare insurance services
• Business liability insurance

Headquarters

HQ city

Wilsonville

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, Infrastructure

Revenue model

1. Insurance Sales and Advisory Services: The company earns revenue through commissions from selling insurance policies from multiple carrier partners to individuals and businesses. They provide personalized insurance advisory services and policy management, working as an independent agency that represents multiple insurance companies.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Modern Insurance Marketing is an independent insurance agency that sells personal and commercial insurance policies on behalf of multiple insurance carriers. The agency provides policy placement, coverage assessments, 1-on-1 strategy meetings, 6-month policy check-ups, and educational seminars across personal lines (auto, home, life, Medicare, motorcycle, watercraft, renters, RV, umbrella, vision) and commercial lines (commercial auto, property, liability, workers compensation, contractors, cyber liability, E&O, farm & ranch, group health, landlord, liquor liability, restaurant, auto dealers).

Product overview

Modern Insurance Marketing is an independently owned and operated insurance agency in Wilsonville, Oregon founded in 1981. The agency operates as a full-service insurance agency offering a broad portfolio of personal insurance products (Auto, Classic Car, Home, Medicare, Motorcycle, Personal Watercraft, Renters, RV, Travel Health, Umbrella, and Vision insurance) and commercial insurance products (Auto Dealers, Business Liability, Commercial Auto, Commercial Property, Contractors, Cyber Liability, E&O, Farm & Ranch, Group Health, Landlord Liability, Liquor Liability, Restaurant, and Workers Compensation insurance). The agency also maintains a Resource Center providing educational content on Retirement, Estate, Investment, Insurance, Tax, Money, and Lifestyle topics. As an independent agency, they represent multiple insurance carriers including Ameritas, AIG, American Modern, CNA Surety, Colonial Life, Foremost, Hagerty, Kaiser Permanente, Liberty Mutual, MetLife, Nationwide, Progressive, Prudential, The Hartford, Transamerica, and United Healthcare among others.

Differentiator

Problem solved

Functional benefit

Products and services

• Auto Insurance Vehicle insurance coverage providing liability, collision, and comprehensive protection with options for medical payments, emergency road service, and uninsured motorist protection. For individual drivers and vehicle owners.
• Classic Car Insurance Specialized insurance for antique, collector, and restored vehicles providing agreed-value coverage tailored to collectible status, usage patterns, and storage conditions. For classic car owners.
• Home Insurance Homeowners coverage protecting against hazards including fire, windstorm, lightning, hail, storm damage, dog bite liability, with personal liability protection and replacement cost coverage options. For homeowners.
• Medicare Insurance Medicare insurance products and advisory services offered through a partner site, with licensed representation across multiple states including Oregon, Washington, California, and others. For individuals seeking Medicare coverage.
• Motorcycle Insurance Motorcycle coverage including liability, roadside assistance, bike accessories, total loss insurance, rental vehicle coverage, and trip interruption options. For riders and passengers.
• Personal Watercraft Insurance Boat and watercraft insurance covering personal liability, vessel, motor, trailer, and medical/peril coverage for various watercraft including runabouts, pontoons, sailboats, and fishing boats. For boat owners.
• Renters Insurance Coverage protecting renters' personal possessions with personal property protection, family liability protection, guest medical protection, and additional living expense coverage. For renters.
• RV Insurance Recreational vehicle coverage combining vehicle and home protection with options for full-time RVer coverage, camper liability, emergency expense money, total loss coverage, and RV contents coverage. For RV owners.
• Travel Health Insurance Travel health coverage protecting against accidents, accidental injury, loss of eyesight or hearing, sickness, medical evacuation, and accidental death during domestic or international trips. For travelers.
• Umbrella Insurance Supplemental liability coverage providing protection against a wide range of financial dangers, covering injuries from car accidents, property damage, and lawsuits, with coverage up to $5 million. For individuals seeking excess liability protection.
• Vision Insurance Vision plan providing coverage for eye exams, glasses, and contact lenses to help reduce out-of-pocket expenses for optical needs. For individuals and families.
• Auto Dealers Insurance Comprehensive coverage for auto dealers including property damage, bodily injury, garage keepers, garage-owned autos, hired autos, non-owned autos, and defective product coverage. For auto dealership businesses.
• Business Liability Insurance Coverage protecting businesses from customer lawsuits, covering legal fees, bodily injury, property damage, and personal injury, with options for personal, professional, and public liability. For business owners.
• Commercial Auto Insurance Vehicle coverage for business operations including comprehensive and collision, emergency roadside assistance, liability, medical payments, loss of earnings, and uninsured motor vehicle protection. For businesses with commercial vehicles.
• Commercial Property Insurance Business property coverage protecting physical assets including buildings, outdoor signs, furniture, equipment, inventory, fence and landscaping at replacement cost with options for flood insurance and equipment breakdown. For business property owners.
• Contractors Insurance Customized coverage for contractors across trades such as carpentry, plumbing, electrical, masonry, welding, and home building, with property transit, workers compensation, and errors and omissions options. For contractor businesses.
• Cyber Liability Insurance Protection against data breaches and cyber incidents covering data compromise, legal costs, forensic services, personal services for affected individuals, public relations costs, and identity recovery. For businesses facing cyber risk exposure.
• E & O Insurance (Errors and Omissions) Professional liability protection against claims for negligent acts, errors, or omissions occurring during business activities, covering business owners, employees, and subcontractors. For professional service businesses.
• Farm and Ranch Insurance Farm and ranch coverage protecting homes, buildings, machinery, equipment, and livestock with options for disruption of farming operations, earthquake coverage, machinery replacement, and peak season endorsement. For farm and ranch operators.
• Group Health Insurance Health coverage for self-employed individuals and small businesses including Individual and Family Plans, PPO, HMO, HSA-eligible plans, and Indemnity plans with various provider networks. For small business owners and the self-employed.
• Landlord Liability Insurance Coverage protecting landlords from tenant injuries, property damage, and liability claims with options for fair rental value, inflation protection, personal injury protection, and lock replacement. For residential and commercial landlords.
• Liquor Liability Insurance

Named customers6 records

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

24 partnerships are on record, tiered minor.

• AmeritasminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Service: 1-877-667-6127 / 1-800-745-1112. Provides dental, vision, and life insurance products.
• AIGminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Claims and Service: 1-800-767-2524. Provides general insurance products.
• American ModernminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Claims: 1-800-375-2075, Service: 1-800-543-2644. Specializes in specialty insurance products.
• Arrowhead GeneralminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Claims and Service: 1-619-744-500. Provides general agency insurance products.
• Banner LifeminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Service: 1-800-638-8428. Provides life insurance products.
• CNA SuretyminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Claims: 1-877-672-6115, Service: 1-800-331-6053. Provides surety bond products.
• Colonial LifeminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Claims and Service: 1-800-325-4368. Provides supplemental insurance products.
• Delta Dental of OregonminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Service: 1-888-217-2365. Provides dental insurance in Oregon.
• Foremost Insurance GroupminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Claims: 1-800-527-3907, Service: 1-800-527-3905. Specializes in specialty insurance products.
• HagertyminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Claims and Service: 1-877-922-9701. Provides classic car insurance.
• Health Net of OregonminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Service: 1-888-445-8913. Provides health insurance products.
• Kaiser PermanenteminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Service: 1-800-813-2000. Provides health maintenance organization coverage.
• Liberty Mutual InsuranceminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Claims: 1-800-225-2467, Service: 1-888-398-8924. Provides personal and commercial insurance.
• MetLifeminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Claims: 1-800-854-6011, Service: 1-800-422-4272. Provides life, dental, vision, and other insurance products.
• NationwideminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Claims: 1-800-421-3535, Service: 1-877-669-6877. Provides personal and commercial insurance products.
• Oregon MutualminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Claims: 800-934-3809, Service: 800-888-2141. Regional insurance carrier based in Oregon.
• Pacific SourceminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Service: 1-888-977-9299. Provides health insurance products.
• PrincipalminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Claims: 1-800-986-3343, Service: 1-800-986-3343. Provides life insurance and retirement products.
• ProgressiveminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Claims: 1-800-274-4499, Service: 1-855-758-0943. Provides auto and personal insurance.
• Regence BlueCross & BlueShield of OregonminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Claims: 1-888-367-2112, Service: 1-888-367-2112. Provides health insurance in Oregon.
• Safeco InsuranceminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Claims: 1-800-332-3226, Service: 1-800-332-3226. Provides personal insurance products.
• The HartfordminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Claims: 1-800-243-5860, Service: 1-860-547-5000. Provides business and personal insurance.
• TransamericaminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Claims: 1-888-345-0234, Service: 1-800-797-2643. Provides life insurance and retirement products.
• United HealthcareminorChannel Partner/ Reseller/ DistributorInsurance carrier represented by Modern Insurance Marketing. Service: 1-833-827-5227. Provides health insurance products.

Scale indicators2 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• Leavitt Group: Network of independent insurance agencies offering personal and commercial insurance across multiple states. Directly comparable to MIM as an independent, multi-carrier agency model with regional offices and a long operating history.
• Goosehead Insurance: Independent insurance agency franchise model offering personal and commercial lines through carrier partnerships. Comparable to MIM as a multi-carrier intermediary serving individuals and small businesses, though at significantly larger scale.
• TWFG Insurance: Independent insurance agency distributing personal and commercial lines through carrier partnerships. Comparable multi-carrier agency model serving individuals and small businesses across multiple US states.
• Selman & Company: Specialty insurance agency and program manager distributing niche personal and commercial products through carrier partnerships. Comparable as an independent agency offering specialty and standard lines through multiple carriers.
• Insurance Office of America: Mid-market independent insurance agency offering personal and commercial lines through multiple carrier partners. Comparable to MIM as a regional independent agency serving individuals and businesses across multiple states.

Broad incumbents

• Brown & Brown: Large publicly traded insurance brokerage distributing commercial and personal lines through agency partnerships. Comparable as an insurance intermediary serving individuals and businesses, though far larger and acquisition-driven in growth.
• Hub International: Global insurance brokerage with personal and commercial lines distributed through acquired agencies. Comparable to MIM in offering multi-carrier placement services to individuals and businesses, but at vastly greater scale with PE-backed history.
• Arthur J. Gallagher: Global insurance brokerage and risk management firm offering personal and commercial insurance distribution. Overlaps with MIM in commercial lines brokerage and risk advisory but operates at enterprise scale.
• Integrity Marketing Group: Leading independent distributor of life and health insurance products that acquires and partners with independent agencies, particularly Medicare-focused. Comparable to MIM's Senior Solutions subsidiary as a Medicare and senior-market agency roll-up acquirer.
• RPS (Risk Placement Services): Wholesale insurance distributor and managing general agency placing specialty and commercial insurance through retail agents. Adjacent peer to MIM given MIM's specialty commercial lines like contractors, liquor liability, and cyber.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/ModernInsuranceMarketingInc
• LinkedInlinkedin.com/company/modern-insurance-marketing-inc.

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Modern Insurance Marketing