Ori-gen

What Ori-gen does

Ori-gen is a minority-owned, minority-led insurance services organization formed on June 1, 2021 through the merger of Alliance 360° Insurance Solutions (Orange County, CA) and The J. Morey Company, Inc. Insurance Agents & Brokers (California, multiple locations). Headquartered in Cypress, California with 51-100 employees, the company operates as a "collective for community building" that acquires and supports legacy insurance agencies—predominantly minority-owned and multi-generational businesses across California and Hawai'i. Through its "Ori-gen Family of Companies," it aggregates 29 legacy partner agencies operating out of 11 office locations, providing risk management, personal and commercial insurance, employee benefits, surety and bonding, and retirement plans (401K).

The company's core offering is the Ori-gen Platform, a shared-services layer that gives partner agencies access to operational tools, back-office resources, DE&I consulting, and specialized insurance services while preserving each partner's distinct brand identity and autonomy. This is not a technology product company; the "platform" is a services and operational-support construct rather than proprietary software, with no API, mobile app, or AI capability disclosed. Additional programs include Ori-gen Giving (a community donation program contributing $500-$10,000 per organization annually) and the Asians in Insurance Podcast, both reinforcing its community- and culture-first positioning.

Ori-gen monetizes through insurance brokerage and agency services, operating a B2B2C model in which partner agencies deliver insurance to end clients while Ori-gen provides shared services and captures brokerage/commission economics. Pricing is quote-based and not publicly disclosed. Its go-to-market motion is channel- and community-driven, centered on recruiting and integrating minority-owned legacy agencies (particularly serving Japanese-American, Asian-American, and other historically underserved communities) and helping them achieve multi-generational continuity. Leadership includes CEO Nori Nishida, Chairperson Joshua Morey (also President of The J. Morey Company), President Kevin Fukuyama, COO Timothy Hino, and Chief People Officer Terri Seki.

Name

Ori-gen

Legal name

Ori-gen

Website

https://ori-gen.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

51–100 employees

Short description

Ori-gen is a minority-owned insurance brokerage network that acquires and supports legacy, multi-generational agencies across California and Hawai'i, providing risk management, personal and commercial insurance, employee benefits, retirement plans, and shared operational services through its Ori-gen Platform.

Ownership category

akta.pro rank

Headquarters

HQ city

Cypress

HQ country

United States

HQ region

North America

Offices12 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance brokerage and agency services: Ori-gen generates revenue through insurance brokerage and agency services, operating as a network of partner insurance agencies. The company provides risk management, personal and commercial insurance, employee benefits, surety and bonding, and retirement plans through its family of companies.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Ori-gen is an insurance partnership network that delivers risk management, personal and commercial insurance, employee benefits, surety and bonding, and retirement planning services through a family of 29 legacy partner agencies across California and Hawai'i. The Ori-gen Platform provides partner agencies with shared operational resources, DE&I consulting, and specialized services, enabling multi-generational insurance businesses to preserve their brand identities while accessing scale and support. Additional offerings include the Ori-gen Giving community donation program and the Asians in Insurance podcast.

Product overview

Ori-gen is a collective for community building that operates primarily as an insurance partnership network rather than a traditional technology product company. The core offering is the Ori-gen Platform, which provides partner agencies with integrated access to risk management services (Personal & Commercial Insurance, Employee Benefits, Surety & Bonding, Retirement Plans), DE&I Consulting, and Specialized Services. The platform enables shared resources and operational tools for multi-generational business success. Additional offerings include Ori-gen Giving (community donation program with $500-$10,000 contributions) and the Asians in Insurance Podcast.

Differentiator

Problem solved

Functional benefit

Brands

• Ori-gen Giving: Community donation program supporting cultural awareness, health & human services, community development & education, minority & small business economic development, youth development, and emergency preparedness & response.
• Ori-gen Platform

Products and services

• Ori-gen Platform A shared services platform for partner insurance agencies that provides access to risk management, DE&I consulting, and specialized services to help multi-generational insurance businesses succeed while preserving their distinct brand identities.
• Risk Management Services Comprehensive risk management offerings including Personal & Commercial Insurance, Employee Benefits, Surety & Bonding, and Retirement Plans (401K), delivered through Ori-gen's partner agency network.
• DE&I Consulting Diversity, Equity, and Inclusion consulting services embedded throughout the organization to help partner agencies and clients build inclusive cultures and practices.
• Ori-gen Giving Ori-gen's community donation program contributing $500 to $10,000 per organization per calendar year to support cultural awareness, health & human services, community development, minority and small business economic development, youth development, and emergency preparedness and response.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

29 partnerships are on record, tiered core and minor.

• The J. Morey Company, Inc.coreStrategic or Co-development PartnerFounding partner of Ori-gen. Insurance Agents & Brokers with multiple California locations. The principals came together with Alliance 360 to discuss new opportunities and shared vision of preserving legacies and advancing diverse communities through insurance.
• Alliance 360 Insurance SolutionscoreStrategic or Co-development PartnerFounding partner based in Orange County, CA. Partnered with The J. Morey Company to form Ori-gen on June 1, 2021.
• Noguchi & Associates Insurance ServicescoreChannel Partner/ Reseller/ DistributorLegacy partner in Hawai'i with multiple locations. Part of the Ori-gen Family of Companies network.
• Aihara & Associates Insurance ServicescoreChannel Partner/ Reseller/ DistributorLegacy partner based in Los Angeles, CA. Part of the Ori-gen Family of Companies network.
• M.I. Insurance SolutionsminorChannel Partner/ Reseller/ DistributorLegacy partner based in Torrance, CA.
• LatinAgencia Insurance ServicesminorChannel Partner/ Reseller/ DistributorLegacy partner in the Ori-gen Family of Companies network.
• Bode InsuranceminorChannel Partner/ Reseller/ DistributorLegacy partner in the Ori-gen Family of Companies network.
• Buna Insurance AgencyminorChannel Partner/ Reseller/ DistributorLegacy partner in the Ori-gen Family of Companies network.
• Dornbush Lewis InsuranceminorChannel Partner/ Reseller/ DistributorLegacy partner based in San Jose, CA.
• Fujioka AgencyminorChannel Partner/ Reseller/ DistributorLegacy partner in the Ori-gen Family of Companies network.
• Furukawa AgencyminorChannel Partner/ Reseller/ DistributorLegacy partner based in Sacramento, CA.
• Hirohata InsuranceminorChannel Partner/ Reseller/ DistributorLegacy partner in the Ori-gen Family of Companies network.
• InouyeminorChannel Partner/ Reseller/ DistributorLegacy partner in the Ori-gen Family of Companies network.
• Kawauchi AgencyminorChannel Partner/ Reseller/ DistributorLegacy partner in the Ori-gen Family of Companies network.
• Kimura AgencyminorChannel Partner/ Reseller/ DistributorLegacy partner in the Ori-gen Family of Companies network.
• Level One Insurance AgencyminorChannel Partner/ Reseller/ DistributorLegacy partner in the Ori-gen Family of Companies network.
• Mineta Insurance AgencyminorChannel Partner/ Reseller/ DistributorLegacy partner in the Ori-gen Family of Companies network.
• Nakagawa Insurance AgencyminorChannel Partner/ Reseller/ DistributorLegacy partner in the Ori-gen Family of Companies network.
• Okada AgencyminorChannel Partner/ Reseller/ DistributorLegacy partner based in Los Angeles, CA.
• Ogino-Aizumi Insurance AgencyminorChannel Partner/ Reseller/ DistributorLegacy partner based in Montebello, CA.
• John KasparminorChannel Partner/ Reseller/ DistributorLegacy partner based in Honolulu, HI.
• Michael KodaniminorChannel Partner/ Reseller/ DistributorLegacy partner based in Hilo, HI.
• Mizokami Insurance AgencyminorChannel Partner/ Reseller/ DistributorLegacy partner based in Culver City, CA.
• Quality Insurance ServicesminorChannel Partner/ Reseller/ DistributorLegacy partner based in Monterey Park, CA.
• Fukuma Insurance AgencyminorChannel Partner/ Reseller/ DistributorLegacy partner in the Ori-gen Family of Companies network.
• Watanabe Insurance ServicesminorChannel Partner/ Reseller/ DistributorLegacy partner in the Ori-gen Family of Companies network.
• Calvin NakamuraminorChannel Partner/ Reseller/ DistributorLegacy partner based in Kauai, HI.
• Simpson Alkire & AssociatesminorChannel Partner/ Reseller/ DistributorLegacy partner based in Visalia, CA.
• Equity in Infrastructure Project (EIP)coreStrategic or Co-development PartnerJoshua Morey, Ori-gen Chairperson and The J. Morey Company President, is a founding member of the EIP Advisory Council. EIP improves public contracting practices by creating more opportunities for Historically Underutilized Businesses (HUBs) to build generational wealth and reduce the racial wealth gap.

Scale indicators7 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Alera Group: PE-backed insurance agency roll-up platform that acquires and partners with independent agencies across the U.S. Closely comparable business model: shared services platform, partner agency brand preservation, multi-line product mix including employee benefits.
• Heffernan Insurance Brokers: Independent, California-based insurance brokerage serving commercial and personal lines with multiple offices. Highly comparable in geography, scale, and multi-line brokerage model, though without Ori-gen's minority-owned/DEI specialization.
• Hilb Group: Insurance brokerage aggregator that acquires and partners with mid-market agencies, preserving local brands while providing shared resources. Same acquisition-led growth playbook as Ori-gen, with broader U.S. footprint.
• IMA Financial Group: Employee-owned insurance brokerage with multi-line offerings (commercial, personal, employee benefits, surety). Comparable in product mix and partnership-oriented structure, though with different ownership and DEI positioning.

Broad incumbents

• Alliant Insurance Services: Large U.S. specialty insurance brokerage providing commercial, personal, and employee benefits. Overlaps in product breadth (surety, benefits, retirement) and partner-style agency structure; substantially larger scale.
• USI Insurance Services: Large U.S. insurance brokerage and consulting firm offering commercial, personal, employee benefits, and retirement services. Strong overlap in product portfolio and acquisition-led growth pattern.
• Brown & Brown, Inc. National insurance brokerage and risk management firm with diversified product mix and extensive U.S. footprint. Overlaps in commercial, personal, employee benefits and surety offerings.
• Hub International: North American insurance brokerage with growth driven by regional agency acquisitions. Directly comparable business model (acquire/partner with agencies, retain local identity) but at much greater scale.
• Acclaim Agency / Acrisure: One of the largest U.S. insurance brokerage aggregators, built through aggressive agency acquisitions. Overlaps in roll-up strategy and multi-line offerings; much broader scale and geographic reach than Ori-gen.

Regional players

• Woodruff-Sawyer & Co. West Coast-headquartered commercial insurance brokerage serving mid-market and large clients. Comparable in California/Hawaii footprint and commercial lines focus; smaller in personal/benefits breadth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/ori-gen

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries2 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 Ori-gen