Jaffery Insurance & Financial Services

What Jaffery Insurance & Financial Services does

Jaffery Insurance & Financial Services is an independent insurance agency headquartered in Omaha, Nebraska (4020 S. 147th Street, STE 201), founded and operated by the Jaffery family. The agency distributes personal and commercial insurance products through relationships with 20+ insurance carriers, generating revenue via commissions on policies sold. It is licensed in 16 US states (AZ, CO, GA, IA, KS, KY, MN, MO, NE, NM, OH, SC, SD, TX, UT, WI) but concentrates its customer base in Nebraska and Iowa, serving individuals/families (primary), small-to-mid-sized businesses (secondary), and high net worth households (secondary).

The product portfolio spans personal lines (home, auto, renters, condo, rental property, life, umbrella, high net worth, watercraft, classic car, valuable possessions), business insurance (business owners policy, commercial property, workers' compensation, commercial umbrella, business auto, cyber liability, commercial bonds, professional liability), and industry-specific programs (trucking, transportation, real estate development, landlord, farm, jewelers, professional services, retail). The technology stack is conventional for an independent agency: an EZLynx-powered client portal for policy management, billing, claims reporting, and certificate/ID card requests, and a Quotamation online quote platform.

The go-to-market is sales-led and direct-to-consumer, with acquisition via phone (402-451-2500), text (402-999-6075), email, in-person visits, online quotes, and a referral program. Differentiators include multilingual staffing (English, Spanish, Farsi, Urdu), deep regional specialization in trucking/transportation/real estate developer risks, and 350+ customer reviews across Google and Facebook. In March 2026, Jaffery was acquired by Inszone Insurance Services, marking Inszone's entry into Nebraska and giving Jaffery access to Inszone's broader carrier network and national infrastructure while the founding family and existing agents continued in their roles.

Name

Jaffery Insurance & Financial Services

Legal name

Jaffery Insurance & Financial Services

Website

https://jafferyinsurance.com

Company type

Private

Founded year

2019

Operating status

Acquired

Headcount range

11–50 employees

Short description

Jaffery Insurance & Financial Services is an independent insurance agency in Omaha, Nebraska, distributing personal and commercial policies through 20+ carriers to individuals, families, and small businesses across Nebraska, Iowa, and 16 licensed states, and was acquired by Inszone Insurance Services in March 2026.

Ownership category

akta.pro rank

Product category

Independent Insurance Agency Services

NAICS

Insurance Agencies and Brokerages (52421)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Retail (Personal Lines) Insurance Brokerage (FSAEADAA)

akta.pro secondary industry

Mid-Market Commercial Package (Package Policies) (FSAJAFAB)

Keywords

• Independent insurance agency
• Commercial insurance services
• Personal insurance brokerage
• Multi-carrier insurance agents
• Bilingual insurance services

Headquarters

HQ city

Omaha

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: Independent insurance agency earning commissions from multiple insurance carriers on policies sold. Revenue derived from both personal lines (home, auto, life) and commercial lines (business owners, workers comp, commercial property).

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Jaffery Insurance & Financial Services is an independent insurance agency based in Omaha, Nebraska that sells personal and commercial insurance policies as a licensed agent/broker. The agency represents more than 20 insurance carriers and helps individuals, families, and businesses select, quote, and service coverage across personal lines, business lines, and industry-specific programs. It also offers a self-service client portal for policy management and insurance document access.

Product overview

Jaffery Insurance & Financial Services is an independent insurance agency offering a comprehensive portfolio of personal and commercial insurance products through multiple carrier relationships. The agency provides personal lines (home, auto, renters, condo, life, high net worth, umbrella, and specialty coverages), business insurance (BOP, commercial property, workers' comp, commercial umbrella, business auto), and 10+ industry-specific programs (trucking, transportation, real estate development, landlord, farm, and professional services). The core offering centers on being an independent agency representing 20+ insurance companies, providing customized coverage solutions through personalized service. The agency operates a client service portal for policy management, claims reporting, and billing.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Insurance

Named customers1 record

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

One partnership is on record.

• Inszone Insurance ServicescoreGTM or Marketing PartnerInszone Insurance Services acquired Jaffery Insurance & Financial Services in March 2026. The acquisition marks Inszone's entrance into the Nebraska market and strengthens its Midwest regional presence. Jaffery clients continue working with the same agents while gaining access to Inszone's expanded carrier network, advanced tools, and nationwide support infrastructure.

Scale indicators3 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Brightway Insurance: Brightway Insurance is a multi-state independent insurance franchise agency offering personal and commercial coverage through multiple carriers. Directly comparable model with similar carrier breadth and SMB/consumer target customer.
• Leavitt Group: Leavitt Group is a network of independent insurance agencies across the Western and Midwestern US offering personal, commercial, and employee-benefits products through multiple carriers. Closely comparable multi-state independent agency model.
• Goosehead Insurance: Goosehead Insurance is a publicly traded independent personal-lines agency representing multiple carriers, with a strong carrier-shopping value proposition comparable to Jaffery's. Closely matched business model though at much larger national scale.

Broad incumbents

• Hub International: Hub International is a large North American insurance brokerage with strong commercial lines and trucking/transportation specialty practices that overlap with Jaffery's industry-specific offerings. Comparable at a category level but operates at national scale.
• Arthur J. Gallagher & Co. Gallagher is a global insurance brokerage and risk management firm with deep commercial lines capabilities across trucking, transportation, and real estate—verticals that overlap with Jaffery's specialty products. A broad incumbent comparison rather than a direct local competitor.
• Inszone Insurance Services: Inszone Insurance Services is Jaffery's parent company and a fast-growing national roll-up of independent insurance agencies. Directly comparable as a multi-state independent brokerage model with a similar product mix in personal and commercial lines, but operating at significantly greater scale.
• Brown & Brown, Inc. Brown & Brown is a diversified insurance brokerage with strong commercial P&C and personal lines capabilities across the US. Provides a benchmark for what scaled-up independent agency operations look like and competes indirectly on commercial specialty lines.
• State Farm: State Farm is the largest US personal-lines carrier, primarily captive-agent but with deep penetration in Nebraska and Iowa. Sets the baseline competitive landscape for personal auto and home pricing, even though Jaffery competes as an independent broker rather than captive.

Regional players

• Erie Insurance: Erie Insurance is a regional property-casualty carrier with a strong Midwest and Mid-Atlantic independent agency distribution model. Comparable channel strategy and SMB/personal customer mix, though structurally a carrier rather than a pure independent agency.
• COUNTRY Financial: COUNTRY Financial is a Midwest-focused insurance and financial services company with strong personal and commercial lines penetration in the same Nebraska/Iowa core market as Jaffery. Comparable product mix and customer base, though operating as a carrier-led regional player.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/jafferyins
• Facebookfacebook.com/JafferyInsurance
• LinkedInlinkedin.com/company/jaffery-insurance
• Instagraminstagram.com/jafferyinsurance

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Jaffery Insurance & Financial Services