P.I.E.
P.I.E. Facilities is a boutique insurance brokerage general agency that places life, disability, annuity, and long-term care products with leading carriers on behalf of financial advisors and insurance brokers across North America.
- Company typePrivate
- Founded2021
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What P.I.E. does
P.I.E. Facilities, Inc. is a private boutique insurance brokerage general agency incorporated in New York, USA, operating from New York with affiliated Montreal operations and serving financial advisors, insurance brokers, and their clients across North America. The firm earns transaction-fee revenue (insurance carrier commissions) on placing Life Insurance, Disability Insurance, Annuity, Long Term Care, and Linked-Benefit Long Term Care products sourced from multiple leading carriers. It is a partner of Insurance Designers of America, which provides industry network access and credibility within the advisor channel.
The company's product surface combines carrier product distribution with a set of in-house services: a Quotes Platform, a Carrier & Product Matrix reference tool, Underwriting & Case Design Consulting, New Business & Underwriting processing, Policy Service & Support, and Commissions & Accounting services for brokers. The underwriting expertise is anchored by credentialed staff including a partner-level Actuary (Serge Assayag) and a CLU holder (Jeffrey Carr), and led by President/Partner Joe Jukic. The organization is small — the publicly listed employee directory contains eight named individuals — and there are no disclosed funding events, subsidiaries, or institutional investors.
Commercially, P.I.E. runs a sales-led, B2B distribution model: producers maintain direct relationships with financial advisors and insurance brokers, providing product access, underwriting guidance, and back-office support rather than marketing directly to end consumers. Pricing is determined by individual carrier products and client risk profiles and is not publicly disclosed; no technology platform, app, or API exists per the source data, and no AI/ML capabilities are described. Operationally this is a relationship-driven specialty brokerage whose economics scale linearly with carrier commissions earned on placed cases.
P.I.E. firmographics
Firmographics- Name
- P.I.E.
- Legal name
- P.I.E. Facilities, Inc.
- Website
- https://pieofny.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- P.I.E. Facilities is a boutique insurance brokerage general agency that places life, disability, annuity, and long-term care products with leading carriers on behalf of financial advisors and insurance brokers across North America.
- Ownership category
- akta.pro rank
P.I.E. industry classification
Industry- Product category
- Insurance Brokerage
- NAICS
- Insurance Agencies and Brokerages (524210), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Captive Insurance Advisory & Management (FSAEADAF)
Keywords
Where P.I.E. is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
P.I.E. business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Insurance Brokerage Commissions: P.I.E. Facilities operates as an insurance brokerage general agency, earning commissions from insurance carriers for placing life insurance, disability insurance, annuity, long term care insurance, and linked-benefit long term care insurance products.
Go-to-market motion1 record
Distribution channels1 record
P.I.E. product offering
Product offeringCore offering
P.I.E. Facilities, Inc. is a boutique insurance brokerage general agency that distributes life insurance, disability insurance, annuity, long-term care, and linked-benefit long-term care products on behalf of multiple leading insurance carriers. The firm delivers concierge strategy, underwriting, and case-design support to financial advisors and insurance brokers implementing personal and business financial-planning and risk-management programs. Supporting services include online quoting, a carrier/product comparison matrix, new-business processing, ongoing policy service, and commissions/accounting support for brokers.
Product overview
P.I.E. Facilities, Inc. is a boutique insurance brokerage general agency serving as a concierge resource for financial advisors, insurance brokers, and their clients across North America. The company operates as a unified platform offering insurance products through partnered carriers, including Life Insurance, Disability Insurance, Annuity, Long Term Care Insurance, and Linked-Benefit Long Term Care insurance. The service portfolio includes a Quotes Platform and Carrier & Product Matrix for product access, alongside specialized consulting services for underwriting and case design, new business processing, policy service and support, and commissions and accounting. P.I.E. Functions as both a product distributor (representing leading insurance carriers) and a service provider (delivering expertise in financial planning and risk management implementation).
Differentiator
Problem solved
Functional benefit
Products and services
- Life Insurance Products Life insurance products offered through partnered insurance carriers, providing financial protection and death benefit coverage for individuals and families, distributed via financial advisors and insurance brokers.
- Disability Insurance Products Disability insurance coverage protecting against loss of income due to injury or illness, provided through leading insurance carriers and distributed to broker clients.
- Annuity Products Annuity financial products offered by partnered insurance carriers for retirement income planning and accumulation strategies, made available through P.I.E.'s broker network.
- Long Term Care Insurance Long term care insurance coverage for extended care services including nursing home, assisted living, and in-home care, distributed via partnered carriers.
- Linked-Benefit Long Term Care Insurance Hybrid long term care insurance products combining life insurance or annuity benefits with long term care coverage, offering flexible benefit structures for broker clients.
- Quotes Platform Online quote request platform enabling financial advisors and insurance brokers to submit quote inquiries for clients seeking insurance products through P.I.E. Facilities.
- Carrier & Product Matrix Comparative reference tool showing available insurance carriers and their product offerings to help financial professionals select appropriate products for client needs.
- Underwriting & Case Design Consulting Expert consulting services for underwriting support and case design to help broker clients structure optimal insurance solutions for complex client situations.
- New Business & Underwriting Services Processing and submission services for new insurance applications, including underwriting requirements coordination delivered to broker clients.
- Policy Service & Support Ongoing administrative support for existing policies including policy maintenance, changes, and client service inquiries delivered to broker clients.
- Commissions & Accounting Services Commission tracking and accounting services for insurance brokers and agents managing policy placements through P.I.E. Facilities.
Companies that use P.I.E.
Customer profileSegments1 record
Ideal customer profiles1 record
P.I.E. technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
P.I.E. partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Insurance Designers of AmericacoreP.I.E. Facilities is a partner of Insurance Designers of America, serving as an integral partner to financial and insurance professionals throughout North America. This partnership provides P.I.E. with industry network access and credibility.
Scale indicators1 record
Recent moves3 records
Expansion highlights3 records
P.I.E. competitors and assessment
Company assessmentBroad incumbents
- Brown & Brown: Brown & Brown is a large publicly traded insurance brokerage with personal lines including life and disability — comparable as a broad-line incumbent operating in the same product and customer space as P.I.E., though with vastly greater scale.
- Marsh McLennan (Mercer Advisors / Marsh): Marsh McLennan is one of the world's largest insurance and risk advisory firms offering personal insurance, life, and wealth products — broadly comparable to P.I.E. as an incumbent operating in the same insurance brokerage category, though at massive scale across enterprise and personal lines.
- NFP (an Aon company): NFP is a large diversified insurance broker and financial services platform serving individuals and businesses across multiple lines including life, disability, and long-term care — comparable to P.I.E. as a broad-line insurance broker operating in the same personal lines.
Emerging players
- DPL Financial Partners: DPL Financial Partners is a commission-based insurance brokerage platform built for RIAs and fee-only advisors, focused on annuities and life insurance — comparable to P.I.E. in advisor-targeted insurance brokerage but differentiated by a tech-enabled RIA-only go-to-market.
Direct peers
- Highland Capital Brokerage: Highland Capital Brokerage is a specialty life insurance brokerage general agency focused on advanced markets, life, and long-term care solutions for financial professionals — directly overlapping P.I.E.'s life, LTC, and linked-benefit LTC specialty.
- Ash Brokerage: Ash Brokerage is a large independent insurance brokerage general agency specializing in life insurance, annuities, and disability — directly comparable to P.I.E. in product mix (life, disability, annuity) and B2B service to financial advisors.
- M Financial Group: M Financial Group is a member-owned life insurance distribution firm serving high-net-worth advisors with proprietary and partner-carrier products — comparable to P.I.E. as a specialty BGA serving sophisticated advisor clients with concierge underwriting.
- Crump Life Insurance Services: Crump is a leading wholesale life insurance brokerage general agency serving financial advisors and producers — comparable to P.I.E. in BGA model, advisor-customer base, and life-insurance-led product mix.
- Insurance Designers of America: Insurance Designers of America is the strategic partner named by P.I.E. and is itself a boutique insurance brokerage general agency serving financial and insurance professionals across North America — directly comparable in business model, product focus, and target advisor base.
- Annexus: Annexus is an insurance product design and distribution firm specializing in annuities and linked-benefit long-term care products — directly overlapping P.I.E.'s annuity and linked-benefit LTC product pillars.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
P.I.E. social profiles
Digital presenceP.I.E. financial estimates
Financial estimateRevenue estimate
Valuation estimate
P.I.E. leadership team
Management profileNumber of profiles
Profiles8 records
P.I.E. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
P.I.E. 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 P.I.E.
What does P.I.E. do?
P.I.E. Facilities, Inc. is a boutique insurance brokerage general agency that distributes life insurance, disability insurance, annuity, long-term care, and linked-benefit long-term care products on behalf of multiple leading insurance carriers. The firm delivers concierge strategy, underwriting, and case-design support to financial advisors and insurance brokers implementing personal and business financial-planning and risk-management programs. Supporting services include online quoting, a carrier/product comparison matrix, new-business processing, ongoing policy service, and commissions/accounting support for brokers.
Is P.I.E. a public or private company?
P.I.E. is a private company. It is classified as unknown and is currently operating.
When was P.I.E. founded?
P.I.E. was founded in 2021. It employs 1 to 10 people.
Where is P.I.E. based?
P.I.E. is headquartered in New York, United States, in the North America region.
How does P.I.E. make money?
One revenue line is on record: insurance Brokerage Commissions.
Who are P.I.E.'s main competitors?
Broad incumbents on record are Brown & Brown, Marsh McLennan (Mercer Advisors / Marsh) and NFP (an Aon company). DPL Financial Partners is listed as an emerging player. Direct peers are Highland Capital Brokerage, Ash Brokerage, M Financial Group, Crump Life Insurance Services, Insurance Designers of America and Annexus.
Does P.I.E. have an API?
No public API is recorded for P.I.E..
What industry is P.I.E. in?
P.I.E.'s product category is Insurance Brokerage. Its primary akta.pro industry code is FSAEADAF, Captive Insurance Advisory & Management. Its NAICS code is 524210 and its SIC code is 6411.