Roger Bouchard Insurance
Roger Bouchard Insurance is a Clearwater, Florida insurance brokerage operating as part of Marsh McLennan Agency, offering business insurance, employee health and benefits, private client services, and retirement and wealth management to middle-market organizations and high-net-worth individuals.
- Company typePrivate
- Founded1945
- HeadquartersClearwater, United States
- Headcount251–500
- GTM typeB2B and B2C
- OfferingServices
What Roger Bouchard Insurance does
Roger Bouchard Insurance operates as the Clearwater, Florida regional office of Marsh McLennan Agency (MMA), itself a subsidiary of Marsh McLennan Companies (NYSE: MMC). The firm's Florida roots date to 1945, and it was acquired by and integrated into MMA around 2015, retaining the Roger Bouchard Insurance brand as a doing-business-as identity. The firm functions as a full-service insurance brokerage with no proprietary technology platform disclosed, delivering services through local consultants supported by digital client portals such as Vertafore InsurLink (policy access), Erlon (surety accounts), CSR24 (certificate management), and SecurePay/SecurFee (premium payments).
The company organizes its offering into four core service lines: Business Insurance (Property, Casualty, Cyber); Employee Health & Benefits (HR Consulting, Pharmacy/Rx Solutions, HR Technology Consulting); Private Client Services (Homeowners, Auto, Liability for high-net-worth individuals); and Retirement & Wealth (Employer Retirement Plans, Financial Well-being, Wealth Management). It serves two primary segments — middle-market organizations and high-net-worth individuals — and claims industry-specific expertise across more than 25 verticals including agribusiness, healthcare, manufacturing, real estate, construction, aviation, financial institutions, and technology. Featured specialty solutions include Stop Loss, Workers' Health 360, Claims Management, Business Interruption, ERISA Consulting, and Risk Management.
The revenue model is commission-based insurance brokerage. Pricing is quote-based and customized to individual client needs, with no publicly disclosed pricing. Distribution is direct, field-based consultation for mid-market and high-net-worth clients, supplemented by web portals for account servicing. The firm employs 251–500 staff in its Florida region, led by Doug Bishop (CEO, FL Region) and Matt Shemwell (President, FL Region), with division heads for HR, Private Client Services, Employee Health & Benefits, and Business Insurance. Headcount signals via the careers page indicate ongoing hiring, though no AI, data, or platform technology differentiation is disclosed.
Roger Bouchard Insurance firmographics
Firmographics- Name
- Roger Bouchard Insurance
- Legal name
- Marsh & McLennan Agency
- Website
- https://bouchardinsurance.com
- Company type
- Private
- Founded year
- 1945
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Roger Bouchard Insurance is a Clearwater, Florida insurance brokerage operating as part of Marsh McLennan Agency, offering business insurance, employee health and benefits, private client services, and retirement and wealth management to middle-market organizations and high-net-worth individuals.
- Ownership category
- akta.pro rank
Roger Bouchard Insurance industry classification
Industry- Product category
- Insurance Brokerage and Risk Management Services
- NAICS
- Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242), Portfolio Management and Investment Advice (52394)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Retail (Personal Lines) Insurance Brokerage (FSAEADAA)
- akta.pro secondary industries
- Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines) (FSAEADAJ), Mid-Market Commercial Package (Package Policies) (FSAJAFAB)
Keywords
Where Roger Bouchard Insurance is headquartered
LocationHeadquarters
- HQ city
- Clearwater
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Roger Bouchard Insurance business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Distribution channels2 records
Marketing channels3 records
Roger Bouchard Insurance product offering
Product offeringCore offering
Roger Bouchard Insurance is a full-service insurance brokerage and risk-management advisory firm operating as part of Marsh McLennan Agency. It places business insurance (Property, Casualty, Cyber) for middle-market organizations, provides employee health and benefits consulting (HR consulting, pharmacy solutions, HR technology), delivers private client personal insurance (Homeowners, Auto, Liability) for high-net-worth individuals, and offers retirement and wealth advisory services. Coverage and consulting are delivered through local Florida consultants backed by Marsh McLennan Agency's carrier market access.
Product overview
Roger Bouchard Insurance, operating as part of Marsh McLennan Agency, is a full-service insurance brokerage firm offering a unified portfolio of consulting and advisory services. The firm provides four core service lines: Business Insurance (encompassing Property, Casualty, and Cyber coverage), Employee Health & Benefits (including HR Consulting, Pharmacy/Rx Solutions, and HR Technology Consulting), Private Client Services (Homeowners, Auto, and Liability for high-net-worth individuals), and Retirement & Wealth (Employer Retirement Plans, Financial Well-being, and Wealth Management). These services are delivered through industry-specific expertise across sectors including healthcare, manufacturing, real estate, construction, and technology. The company operates as a traditional insurance brokerage rather than a technology platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Business Insurance Comprehensive commercial insurance brokerage solutions for middle-market organizations covering property, casualty, and cyber risk placements, delivered through local consultants with access to global carrier markets via Marsh McLennan Agency.
- Employee Health & Benefits Consulting services for employer-sponsored employee health and benefits programs, including HR consulting, pharmacy/Rx cost solutions, and HR technology selection and implementation advisory for middle-market employers.
- Private Client Services Personal insurance brokerage for high-net-worth individuals across Florida, including customized homeowners, auto, and personal liability coverage designed for affluent households and luxury assets.
- Retirement & Wealth Retirement plan design and wealth advisory services for employers and individuals, including employer-sponsored retirement plans, employee financial education/well-being programs, and individualized wealth management advice.
- Stop Loss Solutions Stop-loss insurance protection for organizations with self-funded health plans, guarding against catastrophic claims exposure.
- Workers' Health 360 Integrated 360-degree employee data analytics view for employer health management and population health decision-making.
- Claims Management Specialized claims handling and management services supporting insurance clients through the claim lifecycle across multiple coverage lines.
Companies that use Roger Bouchard Insurance
Customer profileSegments2 records
Ideal customer profiles2 records
Roger Bouchard Insurance technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Roger Bouchard Insurance partnerships and signals
Strategic signalScale indicators1 record
Recent moves2 records
Expansion highlights5 records
Roger Bouchard Insurance competitors and assessment
Company assessmentBroad incumbents
- Lockton Companies: Largest privately held insurance brokerage globally, with strong middle-market and benefits capabilities; competes in many of the same verticals (manufacturing, real estate, construction, healthcare).
- Hub International: Large North American retail insurance brokerage with broad product capabilities; competes in the same middle-market and HNW personal lines space while operating a much larger overall book.
- Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm with deep middle-market and benefits capabilities; a major incumbent that overlaps with Bouchard's commercial and employee benefits offering.
- Marsh & McLennan Agency (MMA): The direct parent platform; operates regional offices across the U.S. with identical four-pillar service lines (Business Insurance, Employee Health & Benefits, Private Client, Retirement & Wealth), making it the most structurally comparable peer.
- USI Insurance Services: U.S. mid-market-focused insurance brokerage with similar industry-specialized service model; comparable in scale, segment focus, and consultative distribution approach.
- Aon plc: Global insurance brokerage and advisory firm competing across commercial risk, benefits, and HNW personal lines; a larger incumbent that frequently competes for the same middle-market and personal accounts.
Emerging players
- Foundation Risk Partners: Rapidly growing U.S. insurance brokerage formed via roll-up acquisitions of regional agencies; directly comparable business model and similar middle-market and personal lines focus.
Direct peers
- Frenkel & Company: Independent insurance brokerage with strong middle-market commercial and benefits capabilities; comparable model, client segmentation, and consultative distribution approach.
- Heffernan Insurance Brokers: Independent insurance brokerage headquartered in California with a national footprint across commercial, benefits, and personal lines; comparable model in terms of mid-market focus and consultative distribution.
- Brown & Brown Insurance: Florida-headquartered insurance brokerage and one of the largest U.S. retail brokers; directly competes with Bouchard/MMA for middle-market commercial and personal lines clients across Florida and the Southeast.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Roger Bouchard Insurance social profiles
Digital presenceRoger Bouchard Insurance financial estimates
Financial estimateRevenue estimate
Valuation estimate
Roger Bouchard Insurance leadership team
Management profileNumber of profiles
Profiles6 records
Roger Bouchard Insurance funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Roger Bouchard Insurance 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 Roger Bouchard Insurance
What does Roger Bouchard Insurance do?
Roger Bouchard Insurance is a full-service insurance brokerage and risk-management advisory firm operating as part of Marsh McLennan Agency. It places business insurance (Property, Casualty, Cyber) for middle-market organizations, provides employee health and benefits consulting (HR consulting, pharmacy solutions, HR technology), delivers private client personal insurance (Homeowners, Auto, Liability) for high-net-worth individuals, and offers retirement and wealth advisory services. Coverage and consulting are delivered through local Florida consultants backed by Marsh McLennan Agency's carrier market access.
Is Roger Bouchard Insurance a public or private company?
Roger Bouchard Insurance is a private company. It is classified as corporate owned and is currently operating.
When was Roger Bouchard Insurance founded?
Roger Bouchard Insurance was founded in 1945. It employs 251 to 500 people.
Where is Roger Bouchard Insurance based?
Roger Bouchard Insurance is headquartered in Clearwater, United States, in the North America region.
Who are Roger Bouchard Insurance's main competitors?
Broad incumbents on record are Lockton Companies, Hub International, Arthur J. Gallagher & Co., Marsh & McLennan Agency (MMA), USI Insurance Services and Aon plc. Foundation Risk Partners is listed as an emerging player. Direct peers are Frenkel & Company, Heffernan Insurance Brokers and Brown & Brown Insurance.
Does Roger Bouchard Insurance have an API?
No public API is recorded for Roger Bouchard Insurance.
What industry is Roger Bouchard Insurance in?
Roger Bouchard Insurance's product category is Insurance Brokerage and Risk Management Services. Its primary akta.pro industry code is FSAEADAA, Retail (Personal Lines) Insurance Brokerage, with a secondary code of FSAEADAJ, Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines). Its NAICS code is 52421 and its SIC code is 6411.