Buckley and Associates

What Buckley and Associates does

Buckley and Associates Insurance Services, Inc. is a privately held, family-owned independent insurance agency operating from a single office at 7755 Center Ave, Suite 1100, Huntington Beach, California. Founded approximately 20 years ago, the agency represents 12+ national insurance carriers—including Liberty Mutual, Nationwide, Chubb, Employers, Safeco, Travelers, GUARD Insurance Companies, The Hartford, AmTrust Financial, CNA, and National General Insurance—and earns revenue through commissions on new policies and renewals placed with these carriers. The firm serves two horizontal customer segments: individual and family consumers seeking personal lines coverage (auto, home, life, health, renters, umbrella, RV, boat, and flood), and small to mid-sized businesses seeking commercial lines (business insurance, commercial auto, workers compensation, commercial property, commercial liability, commercial umbrella, cyber liability, bonds, errors and omissions, and inland marine), with an additional offering in employer group benefits.

Name

Buckley and Associates

Legal name

Buckley and Associates Insurance Services, Inc

Website

https://buckley-ins.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Buckley and Associates Insurance Services is a family-owned independent insurance agency in Huntington Beach, California, representing 12+ national carriers to provide personal, commercial, and group benefits insurance to individuals, families, and small-to-mid-sized businesses.

Ownership category

akta.pro rank

Headquarters

HQ city

Huntington Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Insurance Commissions: As an independent insurance agency representing multiple insurance carriers, Buckley & Associates earns commissions from the insurance companies they represent (Liberty Mutual, Nationwide, Chubb, Employers, Safeco, Travelers, GUARD Insurance Companies, The Hartford, AmTrust Financial, CNA, National General Insurance). Commissions are earned on new policies sold and renewals.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Buckley and Associates Insurance Services is an independent insurance agency that sells personal and commercial insurance policies on behalf of 12+ national carriers. It shops, recommends, and services policies across auto, home, life, health, business, workers compensation, commercial auto, commercial property/liability, umbrella, cyber liability, bonds, E&O, and group benefits for individuals, families, and small-to-mid-sized businesses.

Product overview

Buckley & Associates Insurance Services is an independent insurance agency offering a comprehensive portfolio of insurance products and services. As an independent agency, they represent multiple insurance carriers and can shop various options to find coverage that meets clients' needs and budgets. Their product portfolio spans personal lines (auto, home, life, health, renters, umbrella, RV, and boat insurance) and commercial lines (business insurance, commercial auto, workers compensation, commercial property, commercial liability, commercial umbrella, cyber liability, inland marine, bonds, and errors & omissions). They also offer group benefits for employers seeking to attract and retain talent. The agency operates through their Huntington Beach, California office and is powered by Webtricity website technology with Nexsure Client Access Portal for online policy management.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Insurance Comprehensive business insurance coverage including liability, commercial property, business auto, workers compensation, commercial umbrella, and bonds for businesses of various sizes. Sold to small and mid-sized business clients in Southern California.
• Home Insurance Property/dwelling coverage that pays to repair or rebuild homes if damaged or destroyed by insured events such as hurricanes or fire, including personal property and additional living expenses coverage. For homeowners.
• Auto Insurance Vehicle coverage including liability insurance, no-fault insurance, collision coverage for repairs after accidents, and comprehensive coverage for theft, vandalism, or natural disasters. For individual vehicle owners.
• Commercial Auto Insurance Flexible coverage for multiple vehicle types and motorized equipment, including bodily injury, property damage, medical payments (PIP), and hired/non-owned auto liability for business use. For business clients.
• Health Insurance Three basic types offered: Consumer Directed plans with fund-based spending, Fee for Service plans with provider flexibility, and Managed Care plans with network-based coverage. For individuals and families.
• Life Insurance Coverage for paying burial costs, debts such as mortgages, and caring for dependents, with agents helping determine appropriate coverage amounts for individual situations.
• Group Benefits Employer benefits packages including health insurance, dental and vision benefits, and life insurance designed to help businesses attract and retain talent. For employer clients.
• Workers Compensation Insurance Coverage for medical care and physical rehabilitation of work-injured employees, wage replacement during disability, vocational training, death benefits, and legal staff support. For business clients.
• Commercial Liability Insurance Broad coverage for general liability exposures including Errors & Omissions (E&O), Employment Practices Liability Insurance (EPLI), and Directors and Officers Insurance (D&O). For business clients.
• Commercial Property Insurance Coverage for buildings, inventory, and equipment including losses from fire, theft, vandalism, wind and natural disasters, with business interruption and EDP insurance options. For business clients.
• Commercial Umbrella Insurance Extended coverage when basic liability limits are exceeded, providing additional protection for high-risk businesses with catastrophic loss potential. For business clients.
• Cyber Liability Insurance Protection against security breaches and cyber threats that could impact businesses, helping cover recovery costs and liability from digital incidents. For business clients.
• Personal Umbrella Insurance Personal umbrella liability coverage that picks up where homeowners or auto insurance policies leave off, often providing up to a million dollars or more in additional protection. For individuals and families.
• Renters Insurance Coverage for personal property against theft or damage, bodily injury and property damage liability claims, with options for full value coverage and medical payments coverage. For renters.
• RV Insurance Recreational vehicle coverage for motorhomes, travel trailers, campers, and horse trailers with options including stated value, agreed value, and replacement cost settlement.
• Boat Insurance Watercraft insurance with agreed value coverage, personal liability, medical payments, physical damage coverage, and emergency assistance including towing and fuel delivery.
• Flood Insurance NFIP-backed flood coverage for buildings and contents, offering building insurance for structure and systems and contents coverage for personal belongings.
• Inland Marine Insurance Coverage for goods in transit and high-value equipment being transported, protecting against losses beyond traditional business insurance during transportation. For business clients.
• Bonds Surety bonds including construction bonds, commercial bonds, probate bonds, public official bonds, and court bonds for trustworthy business transactions. For business clients.
• Errors & Omissions Insurance Professional liability coverage for service providers protecting against errors, omissions, negligence, misrepresentation, and inaccurate advice, covering settlements, legal fees, and judgments.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Eleven partnerships are on record, tiered core.

• Liberty MutualcoreOthersMajor national insurance carrier represented by Buckley & Associates. Provides personal and commercial insurance products including auto, home, and business coverage.
• NationwidecoreOthersNational insurance carrier providing personal and commercial insurance products. Buckley & Associates represents Nationwide for auto, home, and business insurance.
• ChubbcoreOthersPremier insurance carrier specializing in high-value personal and commercial coverage. Represented for specialty insurance products.
• EmployerscoreOthersWorkers compensation insurance specialist. Buckley & Associates offers Employers coverage for business clients needing workers comp protection.
• SafecocoreOthersPersonal insurance carrier owned by Liberty Mutual. Provides auto, home, and umbrella insurance products through independent agents.
• TravelerscoreOthersMajor commercial and personal lines insurance carrier. Represented for business liability, property, and personal auto coverage.
• GUARD Insurance CompaniescoreOthersSpecialty insurance carrier providing commercial and personal insurance products. Offered through Buckley & Associates for various coverage needs.
• The HartfordcoreOthersNational insurance carrier specializing in business and personal insurance. Provides workers compensation, auto, and business coverage through independent agents.
• AmTrust FinancialcoreOthersCommercial and personal insurance carrier. Represented for business insurance products and specialty coverage.
• CNAcoreOthersMajor commercial insurance carrier focusing on business coverage including liability, property, and professional insurance.
• National General InsurancecoreOthersPersonal and small commercial insurance carrier. Provides auto, home, and business insurance products through independent distribution.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• IMA Financial Group: Independent insurance brokerage serving commercial and personal clients across multiple U.S. regions. Comparable in multi-carrier, relationship-led agency model, though materially larger.
• Bolton & Company: California-based independent insurance and risk management agency representing multiple carriers. Directly comparable in independent brokerage model, multi-line product offering, and West Coast regional focus.
• Woodruff-Sawyer & Co. California-based independent insurance brokerage offering commercial and personal insurance through carrier partnerships. Comparable in independent agency model and commercial lines focus, larger in scale.
• Heffernan Insurance Brokers: California-based independent insurance brokerage representing multiple carriers for personal and commercial lines. Highly comparable to Buckley & Associates in business model and product breadth, though larger in scale.

Broad incumbents

• Alliant Insurance Services: Large U.S. specialty insurance brokerage offering personal, commercial, and employee benefits products through carrier partnerships. Overlaps with Buckley & Associates across product lines but operates nationally at far greater scale.
• Hub International: Large North American insurance brokerage representing multiple carriers across personal and commercial lines. Directly comparable in independent brokerage model, materially larger in headcount and revenue.
• Brown & Brown: Diversified national insurance brokerage with strong independent agency roots and carrier representation model. Operates in the same personal and commercial insurance space as Buckley & Associates at significantly larger scale.
• USI Insurance Services: National insurance brokerage and consulting firm serving middle-market and large commercial clients. Competes in the same commercial lines and benefits segments as Buckley & Associates, with substantially broader resources.
• Acrisure: Fast-growing insurance brokerage and financial services platform operating across commercial and personal lines. Overlaps with Buckley & Associates in multi-carrier distribution model, with national reach and significant capital backing.
• Arthur J. Gallagher & Co. Global insurance brokerage and risk management services firm with retail brokerage operations in the U.S. Comparable in multi-carrier commercial and personal lines distribution, with vastly greater scale and geographic reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/buckley-&-associates-insurance-services-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Buckley and Associates