Egis Insurance and Risk Advisors

What Egis Insurance and Risk Advisors does

Egis Insurance and Risk Advisors is a Florida-based, privately held insurance and risk advisory firm founded in 2008 and headquartered in Boca Raton, with a second office in Lake Mary. The company operates as a specialized broker/advisor to Florida public entities, focusing on special districts and public charter schools. It organizes its offerings into seven sector-specific service lines—Charter Schools, Community Development, Water & Sewer, Water Drainage, Mosquito Control, Improvement Districts, and Soil & Water Conservation—each addressing the distinct liability, property, environmental, and compliance exposures of that public-sector niche. The firm is small, in the 11–50 employee band, and operates exclusively within Florida.

The business is fundamentally a relationship-driven advisory and placement operation rather than a technology company. Its "products" are insurance placement and ongoing risk management consulting; it makes money through advisory/placement fees (professional services) and recurring risk management services. The only proprietary-labeled technology is the Egis Risk Management portal, a client-facing risk management center delivered through a third-party platform (LossFreeRx / lossfreerx.com), supplemented by background screening services delivered via a third-party provider (ghrr.com). Both are integrations of external tools rather than internally built software, and the firm confirms it has no API and no mobile app.

Go-to-market is sales-led and direct: outreach through the company website and Contact Us page, service-specific landing pages per vertical, and a Storm Center and claims-filing resource for existing clients. The firm reinforces credibility and lead flow through memberships in and support of sector associations—the Florida Association of Special Districts (FASD), the Florida Consortium of Public Charter Schools (FCOPCS), the Florida Mosquito Control Association (FMCA), and the Public Risk Management Association (PRMA). Pricing is quote-based and not publicly disclosed. No revenue, funding, ownership, or management-team details are available in the source data.

Name

Egis Insurance and Risk Advisors

Legal name

Egis Insurance & Risk Advisors

Website

https://Egisadvisors.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Egis is a Florida-based insurance and risk advisory firm founded in 2008, serving public entities—special districts and public charter schools—with sector-specific property/casualty insurance placement, risk management consulting, and a client risk management portal.

Ownership category

akta.pro rank

Product category

Insurance Brokerage and Risk Management Services

NAICS

Insurance Agencies and Brokerages (52421), Insurance Agencies and Brokerages (524210)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines) (FSAEADAJ)

akta.pro secondary industries

Risk Management Consulting (Enterprise & Operational Risk) (FSAEADAG), Enterprise Risk Management (ERM) Advisory (BPAHAFAA)

Keywords

• Insurance brokerage services
• Risk management advisory
• Public sector insurance
• Property casualty coverage
• Charter school insurance

Headquarters

HQ city

Boca Raton

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Advisory Services: Egis provides insurance protection and risk management solutions to Florida special districts and public charter schools. Revenue is generated through advisory fees for insurance placement and risk management consulting services.
2. Risk Management Services: The company offers ongoing risk management services including access to the Risk Management Center platform and related tools and resources for client organizations.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Egis Insurance and Risk Advisors provides property and casualty insurance placement and risk management advisory services exclusively to Florida public entities. The company delivers sector-specific insurance and risk solutions across seven verticals: charter schools, community development, water and sewer, water drainage, mosquito control, improvement districts, and soil and water conservation. It also operates a Risk Management Center online portal and background screening services for client organizations.

Product overview

Egis Insurance and Risk Advisors is a Florida-based insurance and risk management advisory firm serving public entities. Rather than a unified software platform, the company provides a portfolio of specialized insurance and risk management services organized by sector, along with an online Risk Management Center portal. The core offerings include sector-specific services for Charter Schools, Community Development, Water & Sewer, Water Drainage, Mosquito Control, Improvement Districts, and Soil & Water Conservation. The Egis Risk Management portal provides clients with access to risk management tools and resources, with additional support services including background screening.

Differentiator

Problem solved

Functional benefit

Brands

• Egis Risk Management: Risk management tools and resources platform for Egis' valued clients, including the Risk Management Center login and background screening services.

Products and services

• Charter Schools Insurance and Risk Services Insurance protection and risk management solutions specifically designed for Florida public charter schools, covering student, staff, facility, and educational program exposures.
• Community Development Insurance and Risk Services Risk management and insurance services for community development organizations managing services, facilities, and infrastructure financing for public entities.
• Water & Sewer Insurance and Risk Services Insurance and risk management for environmentally responsible drinking water provision and wastewater collection and treatment operations of Florida water and sewer districts.
• Water Drainage Insurance and Risk Services Risk management solutions for managing excess local, secondary, and primary storm water drainage for Florida water drainage management entities.
• Mosquito Control Insurance and Risk Services Insurance protection and risk management for mosquito control programs using integrated pest management methods for Florida mosquito control districts.
• Improvement Districts Insurance and Risk Services Insurance and risk management for creating and maintaining public-use improvements including parks, recreational facilities, and water works for Florida special improvement districts.
• Soil & Water Conservation Insurance and Risk Services Risk management solutions for conserving land, water resources, and quality for Florida soil and water conservation districts and organizations.
• Egis Risk Management Center Portal An online portal providing essential risk management tools and resources for Egis clients, accessible via the Risk Management Center login at lossfreerx.com.
• Background Screening Services Pre-employment and volunteer background screening services for Florida charter schools and public entities, delivered through integration with a third-party screening provider.

Segments7 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered moderate and minor.

• Florida Association of Special Districts (FASD)moderateOthersEgis supports the Florida Association of Special Districts (FASD), an organization representing and supporting special districts throughout Florida. The partnership provides visibility within the special district community and demonstrates Egis' commitment to the sector.
• Florida Consortium of Public Charter Schools (FCOPCS)moderateOthersEgis supports the Florida Consortium of Public Charter Schools (FCOPCS), providing advocacy and support for charter schools across Florida. The partnership aligns with Egis' focus on serving public charter schools.
• Florida Mosquito Control Association (FMCA)minorOthersEgis supports the Florida Mosquito Control Association (FMCA), supporting mosquito control districts and professionals across Florida.
• Public Risk Management Association (PRMA)moderateOthersEgis supports the Public Risk Management Association (PRMA), a professional organization for public sector risk management professionals. The partnership provides networking and professional development connections within the risk management community.

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Direct peers

• Higginbotham Insurance: Specialty insurance brokerage with an established public-sector and school practice offering P&C, employee benefits, and risk management services. Comparable in providing vertically specialized insurance and risk advisory to public and institutional buyers.
• Foundation Risk Partners: Florida-based insurance brokerage and risk management firm with public-sector and specialty practices. Similar in size and Florida concentration, providing directly comparable P&C placement and risk advisory services.

Broad incumbents

• USI Insurance Services: National insurance brokerage and consulting firm with public-sector and specialty practice groups delivering P&C, employee benefits, and risk management. Competes with Egis on larger public-entity RFPs at national scale.
• Arthur J. Gallagher & Co. Global insurance broker (NYSE: AJG) with a dedicated Public Sector practice serving municipalities, school districts, and special districts. A leading competitor for Florida public-entity mandates, though operating nationally with vastly broader resources.
• Brown & Brown, Inc. Large, Daytona Beach-rooted insurance broker (NYSE: BRO) with a dedicated public-sector and specialty practice serving Florida municipalities, school districts, and special districts. Competes for the same Florida public-entity RFPs while operating a much broader national platform.
• Alliant Insurance Services: Specialty insurance brokerage with a focused Public Entity practice serving municipalities, schools, and special districts. Direct overlap in vertical focus and risk-management-plus-placement service model.
• Marsh & McLennan Agency: Mid-market and public-sector-focused arm of Marsh, providing property/casualty, employee benefits, and risk advisory. Comparable service mix to Egis, though operating at far greater scale and geographic breadth.
• RPS (Risk Placement Services): Specialty insurance brokerage focused on complex and niche risks including public entities, environmental, and professional lines. Provides a comparable specialty brokerage model serving similarly non-standard risks.

Regional players

• Insurance Office of America: Florida-headquartered insurance agency founded in 1988, serving commercial and public-sector clients with specialty P&C placement and risk management services. Closely comparable in size, geography, and segment focus to Egis.
• McGriff Insurance Services: Regional insurance brokerage with institutional and public-sector practice groups placing P&C, environmental, and specialty coverages. Comparable in segmenting around public-entity and institutional risks and offering risk advisory alongside placement.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Egis Insurance and Risk Advisors