VANTREO Insurance Brokerage

Name

VANTREO Insurance Brokerage

Legal name

Acrisure, LLC

Website

https://vantreo.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

VANTREO Insurance Brokerage is a regional insurance brokerage operating as Acrisure West Region, serving businesses, families, and cannabis-industry clients across the Western U.S. through multiple specialty brands offering personal, commercial, and specialty insurance plus adjacent risk and financial services.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (52421)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Commercial Lines Insurance Brokerage (FSAEADAB)

akta.pro secondary industries

Retail (Personal Lines) Insurance Brokerage (FSAEADAA), Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines) (FSAEADAJ), Wholesale Insurance Brokerage (Excess & Surplus Lines) (FSAEADAD)

Keywords

• Insurance brokerage
• Commercial insurance
• Personal insurance
• Employee benefits
• Risk management

Headquarters

HQ city

Santa Rosa

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, Infrastructure

Revenue model

1. Insurance Brokerage Services: Insurance brokerage services providing commercial and personal lines coverage through multiple specialty brands and divisions including cannabis insurance, employee benefits, cybersecurity insurance, and reinsurance solutions.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

VANTREO Insurance Brokerage (operating as Acrisure West Region) is an insurance brokerage that provides protection and profitability programs to businesses, families, and clients across the Western U.S. The firm places commercial and personal insurance coverage through multiple specialty brand divisions including Cannabis Connect, All Spectrum Insurance Brokers, Beach & O'Neill, and Bozzuto & Associates Insurance. Beyond brokerage, it offers employee benefits, payroll & HR, cybersecurity, managed IT, risk management, mortgages, and reinsurance solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Insurance Insurance coverage for individuals and families to protect personal assets, placed through the Acrisure West Region brokerage.
• Business Insurance Insurance solutions for small businesses to protect operations and assets, placed through the brokerage.
• Large Business Solutions Comprehensive insurance and risk solutions tailored for large enterprises served by Acrisure West Region.
• Employee Benefit Services Employee benefits programs including health insurance and retirement plans offered to businesses.
• Payroll & HR Payroll processing and human resources management services provided to business clients.
• Cybersecurity Cybersecurity insurance solutions to protect businesses from digital threats and cyber risks.
• Managed IT Managed IT services providing technology infrastructure management and support for business clients.
• Risk Management Risk management services to help businesses identify, assess, and mitigate various risks.
• London Wholesale Wholesale insurance products and reinsurance solutions accessed through London markets.
• Reinsurance Reinsurance services for insurance companies to manage risk exposure, placed through the brokerage.
• Mortgages Mortgage lending and financing solutions for individuals and businesses.
• Cannabis Insurance Specialized insurance coverage for cannabis businesses, including dispensaries, cultivators, and ancillary businesses, available through Cannabis Connect.
• Industry Expertise Specialized insurance solutions tailored to specific industry sectors beyond standard commercial and personal lines.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• Cannabis Connect InsurancecoreChannel Partner/ Reseller/ DistributorSpecialized cannabis insurance brand operating within Acrisure West Region, providing dedicated coverage solutions for cannabis-related businesses including dispensaries, cultivators, and ancillary businesses in the legal cannabis industry.
• All Spectrum Insurance BrokerscoreChannel Partner/ Reseller/ DistributorFull-spectrum insurance brokerage brand within Acrisure West Region offering comprehensive insurance solutions across multiple coverage lines including commercial and personal lines.
• Beach & O'NeillcoreChannel Partner/ Reseller/ DistributorRegional insurance brand within Acrisure West Region specializing in personal lines insurance products with dedicated claims processing and certificate request services.
• Bozzuto & Associates InsurancecoreChannel Partner/ Reseller/ DistributorRegional insurance brand within Acrisure West Region providing commercial and personal insurance solutions, integrated with Cannabis Connect services.
• Bob Gabriel (Agent)minorChannel Partner/ Reseller/ DistributorIndividual insurance agent operating within Acrisure West Region, providing personal lines insurance products with integrated payment and claims processing capabilities.

Scale indicators2 records

Direct peers

• AssuredPartners: Acquisition-driven U.S. insurance brokerage focused on commercial, personal, and employee benefits distribution across regional offices. Highly comparable to VANTREO/Acrisure West's regional roll-up model.
• USI Insurance Services: Mid-market-focused insurance brokerage with regional offices and proprietary consulting platforms for commercial lines, employee benefits, and personal insurance. Directly comparable in customer profile and house-of-brands approach.
• Hub International: Large North American insurance brokerage with a multi-brand, multi-region operating model that closely mirrors Acrisure's roll-up strategy. Both serve mid-market and large commercial clients via regional offices and specialty brands.
• Lockton: Largest privately held insurance brokerage in the world, operating regionally empowered teams serving commercial and specialty clients. Comparable privately-held, entrepreneur-driven culture and producer-led model.
• Brown & Brown: Diversified insurance brokerage built through organic growth and acquisitions, offering commercial, personal, and specialty lines across U.S. regions. Comparable operating model and customer mix to VANTREO's Acrisure West footprint.

Emerging players

• Burns & Wilcox: Specialty wholesale brokerage and managing general agent with strong specialty and surplus lines capabilities. Comparable to VANTREO's London Wholesale and specialty brand portfolio.
• RPS (Risk Placement Services): Specialty wholesale insurance broker and MGA with deep expertise in E&S and hard-to-place risks. Comparable to VANTREO's specialty divisions and excess & surplus capabilities.

Broad incumbents

• Arthur J. Gallagher & Co. Top-tier global insurance brokerage and risk management firm serving commercial and personal lines clients. A broader incumbent with deeper resources and broader product portfolio, but overlapping in mid-market and specialty brokerage.
• Marsh McLennan: Global leader in insurance brokerage and risk advisory, with extensive West Coast operations serving mid-market through large enterprise. Broader incumbent but overlaps in commercial brokerage and specialty lines.
• Aon: Global insurance brokerage, reinsurance, and risk management firm with strong presence across U.S. West Region. Competitor for commercial and specialty placements, particularly reinsurance and London market access.

Market position

Customer concentration

• Facebookfacebook.com/Vantreo
• LinkedInlinkedin.com/company/acrisure
• Instagraminstagram.com/acrisure/?hl=en
• Xx.com/VANTREOIns

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries5 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 VANTREO Insurance Brokerage