Dagley Insurance

What Dagley Insurance does

Dagley Insurance Agency, LLC is an independent insurance brokerage headquartered in Katy, Texas, founded by Nathan Dagley in February 2001. The firm operates across 47 states as a multi-carrier agency that places personal and commercial lines with 50+ carriers including Safeco, Nationwide, Progressive, Allstate, Chubb, Liberty Mutual, The Hartford, and Travelers. The company transitioned from a captive Nationwide agency to an independent brokerage in 2017, expanding product capability beyond a single carrier's offerings. Its product portfolio spans core personal lines (auto, home, renters, life, flood, umbrella), specialty personal lines (boat, motorcycle, snowmobile, RV, off-road, collectibles, pet, single-family rental), commercial lines (BOP, general liability, commercial property, commercial auto, workers compensation, professional liability, cyber liability, excess liability), and branded add-ons including the proprietary Driven telematics mobile app and the Dagley Platinum Service Program.

The agency's underlying technology layer combines self-service digital channels (online quote forms, Canopy Connect secure document upload, online questionnaires, advisor callback forms), a client portal via GloveBox, online premium payment via PayMyPremiums, and the Driven app, alongside traditional phone-based inside sales staffed by licensed agents and in-person consultations at Katy and Bellaire, Texas offices. Distribution is exclusively direct: no resellers or marketplace listings are used; all policy servicing goes through agency staff or self-service digital channels.

Dagley generates revenue through carrier-paid commissions on policies bound and recurring commissions on annual renewals, with lifetime value enhanced by the Platinum Service Program's stickiness features and the Driven app's direct customer engagement surface. The agency reports 50,000+ policies bound and 349 Google reviews with an Excellent rating as recent trust signals. In October 2025 Dagley announced a merger with Aegis Insurance and Financial Services, expected to close by end of 2025, adding Aegis's commercial lines expertise and leadership (Adam Miller as Senior Vice President) and creating a comprehensive personal-plus-commercial agency.

Name

Dagley Insurance

Legal name

Dagley Insurance Agency, LLC

Website

https://dagleyins.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Dagley Insurance Agency is an independent insurance brokerage headquartered in Katy, Texas, placing personal and commercial lines with 50+ carriers across 47 states. Founded in 2001, it operates a direct-to-consumer model combining licensed agent sales with digital quote, telematics, and self-service channels.

Ownership category

akta.pro rank

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

Personal Excess Liability (High-Net-Worth) (FSAJANAF)

akta.pro secondary industries

Standalone Umbrella Liability (FSAJANAE), Product Liability Umbrella / Excess (FSAJANAI)

Keywords

• Independent insurance agency
• Personal lines insurance
• Commercial property insurance
• Home and auto insurance
• Insurance brokerage services

Headquarters

HQ city

Katy

HQ country

United States

HQ region

North America

Offices2 records

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 Agency Commissions: As an independent insurance agency, Dagley Insurance generates revenue through commissions paid by insurance carriers for policies bound on behalf of clients. The company represents multiple insurance carriers and earns commission based on premium volume placed with each carrier.
2. Policy Renewals: Recurring commission revenue from annual policy renewals contributes to the agency's revenue stream as clients maintain coverage year over year.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Dagley Insurance is an independent insurance agency operating as a multi-carrier brokerage that places personal and commercial insurance policies on behalf of clients. The agency represents 50+ insurance carriers across 47 states and sells auto, homeowners, renters, life, flood, umbrella, recreational, pet, and commercial insurance products under commission-based arrangements with carriers. It complements placement with concierge service programs and proprietary client tools such as the Driven telematics app and the Platinum Service program.

Product overview

Dagley Insurance is an independent insurance agency that offers a comprehensive portfolio of personal and commercial insurance products. The company operates a platform-plus-services model, combining core personal lines products (auto, home, renters, life insurance) with specialty coverage add-ons (umbrella, pet, collectibles, disaster programs) and telematics-based savings tools. Following the merger with Aegis Insurance, the agency expanded to include commercial insurance solutions including BOP, general liability, commercial property, workers comp, and industry-specific coverages for restaurants, contractors, and retail businesses. The offering also includes proprietary client service programs like the Platinum Service Program and the Driven telematics app for safe driver discounts.

Differentiator

Problem solved

Functional benefit

Brands

• Driven: A free telematics mobile app exclusive to Dagley Insurance that empowers drivers to own their driving score and shop rates with multiple carriers, with safe drivers saving up to 40%.
• Dagley Platinum Program

Products and services

• Auto Insurance Vehicle insurance coverage protecting against accidents, collisions, liability, and comprehensive risks such as theft and weather damage, available through the agency's multi-carrier brokerage across 47 states.
• Homeowners Insurance Property insurance covering dwelling, personal property, liability, loss of use, and medical payments with optional endorsements for water backup, service line, and equipment breakdown.
• Renters Insurance Coverage for renters protecting personal property against fire, theft, and disasters, with liability protection for guests.
• Single Family Rental Insurance Landlord insurance policy protecting rental properties against vandalism, fire, theft, floods, and natural disasters while providing liability coverage for visitors.
• Recoop Insurance – Disaster Insurance Program Disaster insurance program providing lump-sum cash benefits of up to $25,000 to cover homeowners or renters insurance deductibles following declared disasters including hurricanes, wildfires, tornadoes, and earthquakes.
• Personal Umbrella Insurance Additional liability coverage adding $1–5M+ above underlying home, auto, and other policies to protect savings and future income.
• Life Insurance Life insurance products including Term Life, Whole Life, and Universal Life policies to protect families against loss of income.
• Flood Insurance Coverage for flood damage through NFIP or private market options, protecting building and contents against water damage not covered by standard homeowners policies.
• Boat & Watercraft Insurance Watercraft insurance covering bass boats to PWCs with options for trailer coverage, storm haul-out, liability, physical damage, and personal effects.
• Motorcycle Insurance Motorcycle coverage including liability, uninsured/underinsured motorist, comprehensive, collision, custom parts, and roadside assistance.
• Snowmobile Insurance Snowmobile insurance covering collision, comprehensive, property damage, bodily injury, and uninsured motorist protection.
• Off-Road Vehicle Insurance Insurance for ATVs, go carts, dune buggies, and dirt bikes covering liability, physical damage, and medical payments.
• RV & Camper Insurance Motorhome and towable coverage accounting for both driving hazards and living-space risks, including liability, personal effects, and vacation liability.
• Collectibles & Valuables Insurance Scheduled coverage or standalone policies for jewelry, art, and memorabilia protecting against theft and mysterious disappearance with worldwide coverage options.
• Pet Insurance Coverage for veterinary care costs including accidents, illnesses, surgeries, prescriptions, and optional wellness visits for dogs and cats.
• Business Owners Policy (BOP) Combined commercial coverage including general liability, property, and often business interruption for eligible business classes.
• General Liability Insurance Commercial coverage protecting businesses from claims involving bodily injury, property damage, and certain personal injuries.
• Commercial Property Insurance Coverage for business physical assets including buildings, equipment, inventory, and furniture against covered perils.
• Commercial Auto Insurance Vehicle coverage for business-owned cars, trucks, and fleets with liability and physical damage protection.
• Workers Compensation Insurance Coverage paying medical expenses and lost wages for employees injured on the job.
• Excess Liability Insurance Umbrella coverage providing additional protection above primary commercial policy limits.
• Driven Telematics App Exclusive lifestyle app that empowers drivers to own their telematics driving score and shop rates with multiple carriers, allowing safe drivers to save up to 40% on auto insurance.

Quantifiable outcome

• Safe Drivers Save up to 40% on auto insurance through Driven telematics program
• +1 more outcomes

Named customers2 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

Integration3 records

Feature2 records

Partnerships

One partnership is on record.

• Aegis InsurancecoreStrategic or Co-development Partner · 14 October 2025Dagley Insurance and Aegis Insurance announced a merger expected to close by end of 2025. The merger combines Dagley's leadership in personal lines with Aegis's expertise in commercial lines, creating a comprehensive agency serving both individuals and businesses. The combined entity will operate from established Texas offices while expanding nationally. Leadership from both companies will remain actively involved in guiding the organization's continued growth.

Scale indicators7 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Brightway Insurance: Franchise-based independent insurance agency operating across multiple states, offering personal and commercial lines through multiple carrier appointments. Comparable to Dagley in product breadth and carrier-agnostic distribution, though delivered through a franchise system.
• TWFG Insurance: Independent insurance agency operating across multiple states with a strong personal lines focus and multi-carrier representation. TWFG is a direct analog to Dagley's independent brokerage model and was recently taken public, providing a public-market valuation reference.
• Goosehead Insurance: Publicly traded independent personal lines insurance agency with a multi-carrier, multi-state model similar to Dagley. Goosehead uses a franchise/correspondent model and operates nationwide, making it the closest publicly traded comparable for Dagley's personal lines brokerage approach.

Regional players

• Higginbotham: Texas-based independent insurance brokerage offering personal and commercial lines through multiple carriers. Directly comparable to Dagley in geography and independent agency model, though focused primarily in Texas and surrounding states.

Broad incumbents

• Hub International: Major North American insurance brokerage with multi-carrier representation across personal and commercial lines. Comparable to Dagley in distribution model and product breadth, but with substantially larger scale and private equity backing.
• Arthur J. Gallagher: Global insurance brokerage and risk management firm with deep personal and commercial lines offerings. Comparable to Dagley in multi-carrier distribution, but operates at vastly larger scale across retail and specialty brokerage segments.
• Marsh McLennan: Global insurance brokerage and consulting parent of Marsh and other agencies. Comparable as a multi-carrier distribution channel operating across personal and commercial lines, though heavily weighted toward commercial and enterprise risk.
• Brown & Brown: Large publicly traded insurance brokerage operating nationally with both personal and commercial lines. Brown & Brown provides a scaled incumbent comparison for Dagley's expansion ambitions, particularly in commercial lines post-Aegis merger.

Emerging players

• Lemonade: Insurtech offering direct-to-consumer homeowners, renters, pet, and auto insurance via a mobile-first model. Comparable to Dagley as a personal lines competitor but uses an AI-driven direct distribution model rather than agent-led brokerage.
• Insureon: Digital insurance brokerage focused on small business commercial lines. Comparable to the commercial lines capability Dagley acquired through the Aegis merger, particularly for digitally native SMB customers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/dagleyinsurance
• Facebookfacebook.com/DagleyInsurance

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dagley Insurance