JM Brassill Group

What JM Brassill Group does

JM Brassill Group Inc. is a private, Melville, New York-headquartered employee benefits advisory and consulting firm founded in 2006, focused exclusively on benefits rather than operating as a generalist insurance broker. The firm primarily serves large and medium-sized employers plus non-profit organizations across the United States, delivering plan strategy, funding optimization, benefits administration, HR compliance, retirement planning, and wellness programs under its proprietary "4 C's" framework (Cost Containment, Communication, Culture, Compliance). Practice leadership rests with co-founders James W. Brassill (Partner & President, in the benefit arena since 1993) and Michael J. Brassill (Partner & Vice President, in the employee benefit sector since 1998). The firm is small, with a reported headcount of 11-50 employees, and partners with two named networks: TRUE Network of Advisors (a consortium of independent benefit consulting firms) and, as of November 2025, Patriot Growth Insurance Services, under which the company is transitioning to the Patriot brand.

The technology stack is assembled from third-party vendor platforms rather than internally developed systems: Employee Navigator handles benefits administration, onboarding/termination, payroll integration, and compliance document management; Zywave provides people-risk management tools including an Employee Handbook Builder, Q&A Database, HR Audit Checklist, Job Description Builder, Compliance Guidelines, and a Learning Management System with 120+ courses; Innovu provides data analytics and benchmarking, drawing on regional and national benchmarks covering over 2 million lives updated monthly and Truven MarketScan data covering an additional 73 million lives, and offers a SmartCohort Monte Carlo simulation engine for comparative plan modeling. Layered proprietary offerings include the C4i Assessment (a 4-pillar benefits optimization evaluation) and a DOL Audit Scorecard (compliance readiness diagnostic).

The revenue model is built on insurance carrier commissions as a percentage of premiums placed with carrier partners, supplemented by contingent commissions that reward underwriting, profitability, volume, or retention targets, and by fee-based service arrangements documented in client service agreements when carriers do not pay commissions. Distribution is a hybrid model combining direct B2B enterprise field sales to large/medium employers with partnership-channel distribution through the Patriot Growth and TRUE Network relationships. Marketing emphasizes thought leadership—blog content, industry news articles, monthly compliance newsletters, and a recurring webinar series (delivered in partnership with benefits law firm Maynard Nexsen)—along with a LinkedIn and Facebook social presence.

Name

JM Brassill Group

Legal name

JM Brassill Group Inc.

Website

https://jmbrassillgroup.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

JM Brassill Group Inc. is a private, Melville, NY-based employee benefits advisory firm that applies a proprietary "4 C's" framework to serve large and medium-sized employers with plan strategy, benefits administration, compliance, retirement planning, and data-driven benchmarking across the United States.

Ownership category

akta.pro rank

Headquarters

HQ city

Melville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Commissions: As an independent insurance agent placing insurance coverage for customers with various insurance carriers, JM Brassill Group's primary compensation is derived from commissions paid by carriers based on a fixed percentage of premiums paid on customers' policies. In cases where insurance is placed with a carrier that does not pay commissions, the company charges a fee for services detailed in a service agreement.
2. Contingent Commissions: JM Brassill Group may participate in contingent commission arrangements with insurance companies that provide additional contingent compensation if certain underwriting, profitability, volume or retention goals are achieved. Such goals are typically based on the total amount of certain insurance coverages placed with the insurance company, not on an individual policy basis.
3. Fee-based Services: In cases where insurance is placed with a carrier that does not pay commissions, the company must charge a fee for services. When a fee is charged, it is detailed in a service agreement which the customer signs acknowledging the fee amount and related services provided.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

JM Brassill Group is an employee benefits advisory and consulting firm that helps employers design, manage, and optimize their employee benefits programs. The firm provides plan strategy, funding optimization, ongoing program management, data analytics and benchmarking, benefits administration, HR and compliance resources, retirement planning, and assessment tools (C4i Assessment and DOL Audit Scorecard), structured around its proprietary 4 C's framework covering Cost Containment, Communication, Culture, and Compliance.

Product overview

JM Brassill Group is an employee benefits advisory and consulting firm offering a suite of integrated services centered on its core advisory practice. The company provides Data Analytics & Benchmarking through the Innovu platform, Benefits Administration via Employee Navigator, HR & Compliance Resources through Zywave, C4i Assessment for evaluating cost/compliance/communication/culture, DOL Audit Scorecard, and Retirement Planning Services. These modules work together within the firm's advisory framework, combining data-driven insights with hands-on consulting to help organizations manage employee benefits holistically. The firm operates as a partner agency of Patriot Growth Insurance Services, expanding its national reach while maintaining localized service.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Patriot Growth Insurance Services ranked as 25th largest broker in U.S. by Business Insurance
• +1 more outcomes

Segments3 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

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Patriot Growth Insurance ServicescoreChannel Partner/ Reseller/ Distributor · 4 November 2025Strategic partnership announced November 4, 2025 between Patriot Growth Insurance Services (headquartered in Fort Washington, Pennsylvania) and JM Brassill Group. The partnership combines JM Brassill Group's specialized expertise in employee benefits, risk transfer, retirement strategies, and HR compliance with Patriot's national scale and resources. JM Brassill Group gains access to expanded capabilities, advanced technology platforms, and enhanced negotiating strength while maintaining its personalized local service model. JM Brassill Group is transitioning to the Patriot name and brand.
• TRUE Network of AdvisorscoreChannel Partner/ Reseller/ DistributorJM Brassill Group is a proud member of the TRUE Network of Advisors, a nationwide exclusive group of independent benefit consulting firms. Membership provides collaboration with the best minds in the industry to drive evolution of world-class employee benefit solutions. TRUE Network Advisors have deep roots in the local community with all the tools, resources, and negotiating strength of a national organization. The network includes 100+ offices, 3,000+ team members, and 30,000+ business clients.
• Employee NavigatorcoreTechnology or IntegrationEmployee Navigator is the benefits administration platform used by JM Brassill Group to provide clients with all-in-one benefits, HR, and compliance management. Features include paperless workflows, 24/7 employee access, compliance document management, streamlined onboarding/termination processes, payroll integration, and customizable reporting.
• ZywavecoreTechnology or IntegrationZywave provides people risk management tools and resources assigned to JM Brassill Group clients, including Employee Handbook Builder, Q&A Database, HR Audit Checklist, Job Description Builder, Compliance Guidelines, and Learning Management System with 120+ online training courses.
• InnovucoreTechnology or IntegrationInnovu provides the data analytics and benchmarking platform used by JM Brassill Group. The platform contains regional and national benchmarks with over 2 million lives updated monthly, plus Truven MarketScan data covering 73 million additional lives. SmartCohort Monte Carlo simulation model enables comparative analysis for clients.
• Maynard NexsenminorImplementation/ SI/ Consulting PartnerMaynard Nexsen (benefits attorneys) partners with JM Brassill Group and TRUE Network of Advisors to provide compliance webinars on topics including HIPAA Privacy and Security Training, ERISA, ACA reporting, FMLA, and other employee benefits regulations.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Lockton: Largest independent insurance broker globally, with significant employee benefits consulting capabilities serving mid-market and enterprise employers. Comparable to JM Brassill in its benefits advisory focus and entrepreneurial operating model, but at far greater scale.
• Hub International: Large North American insurance brokerage that provides employee benefits, property/casualty, and risk management services to mid-market and enterprise employers. Comparable to JM Brassill as a benefits advisor serving large and medium-sized employer clients, but at substantially greater scale.
• Alliant Insurance Services: Specialty insurance brokerage with strong employee benefits practice serving mid-market and large employers. Comparable to JM Brassill in providing benefits advisory to similar client segments with a partner-style acquisition model.
• Arthur J. Gallagher & Co. Major global insurance brokerage and risk management firm with a substantial employee benefits consulting practice serving mid-market and large employers. Directly comparable to JM Brassill in benefits advisory scope, but with vastly greater resources, proprietary analytics, and geographic reach.
• Brown & Brown, Inc. Large US insurance brokerage providing employee benefits, property/casualty, and risk management solutions through a decentralized network of offices. Comparable to JM Brassill in offering benefits advisory to mid-market employers, with a similar hub-and-spoke growth model.
• Patriot Growth Insurance Services: JM Brassill Group's strategic partner and the firm it is transitioning into. Patriot is the 25th largest US insurance broker with 167 offices, 2,175 employees, and 99 agencies, offering overlapping employee benefits advisory capabilities at significantly greater scale and is the entity absorbing JM Brassill's brand.
• USI Insurance Services: Large US insurance brokerage serving mid-market employers with employee benefits, property/casualty, and retirement consulting services. Operates a partner-agency model similar to Patriot's relationship with JM Brassill, making it structurally and operationally comparable.
• Marsh McLennan (Mercer): Global consulting leader in health, wealth, and career advisory, with Mercer's benefits consulting practice serving large and mid-market employers. Comparable to JM Brassill in providing employee benefits strategy, funding optimization, and compliance advisory, but at global enterprise scale.

Direct peers

• OneDigital: National employee benefits and insurance advisory firm serving mid-market and large employers with benefits consulting, data analytics, and HR compliance services. Closely comparable to JM Brassill in size, customer segment (large and medium-sized employers), and exclusive focus on benefits with proprietary frameworks.
• CBIZ Benefits & Insurance Services: National provider of employee benefits brokerage, HR consulting, and compliance services targeting mid-market employers. Closely comparable to JM Brassill in service mix (benefits advisory, HR compliance, retirement, data analytics), customer segment, and operational model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/JM-Brassill-Group-168034249912268
• LinkedInlinkedin.com/company/jmbrassillgroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 JM Brassill Group