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Avery Insurance Group

Full company profile

uuid0023cum

Namestring
Avery Insurance Group
Legal namestring
Robert Black Insurance
Websiteurl
averyinsure.com
Company typeenum
Private
Founded yearint
2005
Descriptiontext

Avery Insurance Group is a privately held, independent insurance agency headquartered at 108 West Catawba Avenue in Mount Holly, North Carolina, operating under the related Robert Black Insurance brand (robertblackinsurance.com). The agency serves individual consumers, families, and small-to-mid-size businesses across North Carolina, with a named local service area covering Mount Holly, Belmont, and Gastonia. Its product portfolio spans personal lines (auto, home, life, boating, classic car, motorcycle, renters, RV, and umbrella insurance) and a broad set of commercial lines, including general liability, commercial property, commercial auto, workers compensation, contractors, restaurants, trucking, auto dealers, churches, cyber liability, E&O/professional liability, landlord liability, liquor liability, and specialized coverage for breweries, wineries, and distilleries.

The business operates on a sales-led, independent brokerage model, generating revenue through commissions earned on policies placed with multiple carrier partners listed on a dedicated 'Companies We Represent' page. Pricing is individualized and quote-based rather than tiered or published. No proprietary technology platform, AI/ML capabilities, mobile app, or API integrations are disclosed in available source material; the firm's competitive narrative is anchored on a process-driven advisory approach, decades of industry experience, and comprehensive carrier access rather than technology differentiation. Go-to-market is primarily direct, via website quote requests, phone, and in-person consultations at the Mount Holly office, supplemented by a referral program, a content/resource center, and a disaster preparedness hub used for top-of-funnel lead generation.

The firm is privately held with no public listing, no disclosed funding rounds, no executive team bios in the source data, and no M&A or restructuring events on record. Ownership, board, and employee headcount trend data are not disclosed; the firmographic record indicates 51-100 employees. Operational signals — website activity, product breadth, and an active referral and content engine — indicate a currently operating agency, but without revenue, premium volume, or headcount time-series, growth direction cannot be assessed from available evidence.

Short descriptiontext

Avery Insurance Group is an independent North Carolina insurance agency offering personal lines (auto, home, life) and a broad set of commercial coverages to individuals, families, and SMBs across Mount Holly, Belmont, and Gastonia. Revenue is generated via carrier commissions on brokered policies.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersBelmont, United States
HQ citystring
Belmont
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
independent insurance agency, personal insurance coverage, commercial insurance services, life insurance products, risk management consulting
Industry3 codes
1General Liability Insurance
CodeFSAJAMAEPrimaryYes
2Personal Auto Insurance
CodeFSAJAMAAPrimaryNo
3Standalone Umbrella Liability
CodeFSAJANAEPrimaryNo
NAICS code2 codes
  • Insurance Agencies and Brokerages524210
  • Agencies, Brokerages, and Other Insurance Related Activities5242
SIC code1 code
  • Insurance Agents, Brokers & Service6411
Product category
Insurance Agency Services
Social media profiles2 records
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Insurance Agency Commissions
TypeSubscription Recurring
Description

As an independent insurance agency, the company earns commissions from multiple insurance carriers for policies placed. The agency represents multiple insurance companies, allowing them to find appropriate coverage at competitive pricing for clients. Revenue is generated through policy premiums placed with carrier partners.

robertblackinsurance.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details1 tier
1Quote-based individual pricing
ModelOtherBilling cadencePay-as-you-go
Notes

Pricing determined through individualized assessment. No standard tiers or published rates. Customers must contact agency or submit quote request through website for personalized pricing.

robertblackinsurance.com
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

Independent insurance agency placing personal lines (auto, home, motorcycle, boat, classic car, renters, RV, umbrella), commercial lines (general liability, commercial property, workers comp, commercial auto, cyber liability, E&O, contractors, trucking, restaurants, breweries/wineries/distilleries, churches, landlord, liquor liability, auto dealers), and life insurance through multiple carrier partners for individuals and small-to-mid-size businesses across North Carolina.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Robert Black Insurance is an independent insurance agency offering a comprehensive portfolio of personal, commercial, and life/health insurance products and services. The agency provides individual personal lines (Auto, Home, Motorcycle, Boat, Classic Car, Renters, RV, and Umbrella insurance) and commercial coverages (Auto Dealers, Breweries/Wineries/Distilleries, Business Liability, Church, Commercial Auto, Commercial Property, Contractors, Cyber Liability, E&O/Professional Liability, Landlord Liability, Liquor Liability, Restaurant, Trucking, and Workers Compensation insurance). The firm also offers Life insurance and maintains a Resource Center providing guidance on retirement, estate, investment, insurance, tax, money, and disaster preparedness. The agency positions itself as process-driven, crafting individualized risk management strategies for each client rather than applying a one-size-fits-all approach.

Product and service1 record
1Auto Insurance
Scale indicator1 record

Each record includes

Type, Value, Description, Source

Partnership1 partner
Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

As an independent insurance agency, the company represents multiple insurance carriers enabling them to compare coverage and pricing options for clients. The company has a dedicated 'Companies We Represent' page listing carrier partners.

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
TypeBroad incumbent
Description

Large national insurance brokerage offering personal, commercial, and employee benefits through carrier relationships across all 50 states. Overlaps in product breadth and carrier-brokerage model but at significantly greater scale and geographic reach.

TypeBroad incumbent
Description

Tech-enabled global insurance brokerage with extensive personal and commercial offerings built through rapid agency roll-ups. Overlaps with Avery/Robert Black in product mix and distribution, but operates at vastly larger scale with proprietary technology investment.

TypeRegional player
Description

Regional property and casualty insurance carrier selling exclusively through independent agents across the Midwest, Southeast, and other regions. Comparable in that Auto-Owners products are likely available through the subject agency's carrier panel, and the carrier uses the same independent-agency distribution model in adjacent U.S. geographies.

TypeDirect peer
Description

Independent insurance agency franchise offering personal and commercial lines across multiple states through carrier partnerships. Directly comparable distribution model with emphasis on multi-line cross-sell and digital lead generation.

TypeDirect peer
Description

Mid-market insurance brokerage providing personal, commercial, and employee benefits through carrier relationships with a regional roll-up strategy. Comparable in middle-market independent brokerage operations and carrier-broker distribution.

TypeBroad incumbent
Description

Middle-market arm of global insurance brokerage Marsh McLennan providing commercial and personal lines to businesses and individuals. Comparable product breadth and independent brokerage distribution model but at materially larger scale and with broader service capabilities.

TypeDirect peer
Description

Regional independent insurance agency network operating across multiple U.S. states with personal, commercial, and benefits products. Comparable independent-agency structure with diversified offerings across SMB and personal segments.

TypeDirect peer
Description

Independent insurance agency franchise distributing personal and commercial lines through multiple carriers with strong digital/SEO marketing. Comparable in independent-brokerage distribution model and multi-carrier comparison approach.

TypeOthers
Description

Alliance of independent insurance agencies providing shared carrier access, operational resources, and best practices to member agencies. Indirectly comparable as an enabler/aggregator serving similarly structured independent agencies in regional markets.

TypeDirect peer
Description

Texas-headquartered independent insurance agency offering personal, commercial, and employee benefits coverage through multiple carrier partnerships. Closely comparable mid-sized independent agency model with diversified product portfolio and carrier-brokerage distribution.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Avery Insurance Group

Insurance Agency Servicesaveryinsure.com

Avery Insurance Group is an independent North Carolina insurance agency offering personal lines (auto, home, life) and a broad set of commercial coverages to individuals, families, and SMBs across Mount Holly, Belmont, and Gastonia. Revenue is generated via carrier commissions on brokered policies.

What Avery Insurance Group does

Avery Insurance Group is a privately held, independent insurance agency headquartered at 108 West Catawba Avenue in Mount Holly, North Carolina, operating under the related Robert Black Insurance brand (robertblackinsurance.com). The agency serves individual consumers, families, and small-to-mid-size businesses across North Carolina, with a named local service area covering Mount Holly, Belmont, and Gastonia. Its product portfolio spans personal lines (auto, home, life, boating, classic car, motorcycle, renters, RV, and umbrella insurance) and a broad set of commercial lines, including general liability, commercial property, commercial auto, workers compensation, contractors, restaurants, trucking, auto dealers, churches, cyber liability, E&O/professional liability, landlord liability, liquor liability, and specialized coverage for breweries, wineries, and distilleries.

The business operates on a sales-led, independent brokerage model, generating revenue through commissions earned on policies placed with multiple carrier partners listed on a dedicated 'Companies We Represent' page. Pricing is individualized and quote-based rather than tiered or published. No proprietary technology platform, AI/ML capabilities, mobile app, or API integrations are disclosed in available source material; the firm's competitive narrative is anchored on a process-driven advisory approach, decades of industry experience, and comprehensive carrier access rather than technology differentiation. Go-to-market is primarily direct, via website quote requests, phone, and in-person consultations at the Mount Holly office, supplemented by a referral program, a content/resource center, and a disaster preparedness hub used for top-of-funnel lead generation.

The firm is privately held with no public listing, no disclosed funding rounds, no executive team bios in the source data, and no M&A or restructuring events on record. Ownership, board, and employee headcount trend data are not disclosed; the firmographic record indicates 51-100 employees. Operational signals — website activity, product breadth, and an active referral and content engine — indicate a currently operating agency, but without revenue, premium volume, or headcount time-series, growth direction cannot be assessed from available evidence.

Avery Insurance Group firmographics

Firmographics
Name
Avery Insurance Group
Legal name
Robert Black Insurance
Website
https://averyinsure.com
Company type
Private
Founded year
2005
Operating status
Operating
Headcount range
51–100 employees
Short description
Avery Insurance Group is an independent North Carolina insurance agency offering personal lines (auto, home, life) and a broad set of commercial coverages to individuals, families, and SMBs across Mount Holly, Belmont, and Gastonia. Revenue is generated via carrier commissions on brokered policies.
Ownership category
akta.pro rank

Avery Insurance Group industry classification

Industry
Product category
Insurance Agency Services
NAICS
Insurance Agencies and Brokerages (524210), Agencies, Brokerages, and Other Insurance Related Activities (5242)
SIC
Insurance Agents, Brokers & Service (6411)
akta.pro primary industry
General Liability Insurance (FSAJAMAE)
akta.pro secondary industries
Personal Auto Insurance (FSAJAMAA), Standalone Umbrella Liability (FSAJANAE)

Keywords

  • Independent insurance agency
  • Personal insurance coverage
  • Commercial insurance services
  • Life insurance products
  • Risk management consulting

Where Avery Insurance Group is headquartered

Location

Headquarters

HQ city
Belmont
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Avery Insurance Group business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Insurance Agency Commissions: As an independent insurance agency, the company earns commissions from multiple insurance carriers for policies placed. The agency represents multiple insurance companies, allowing them to find appropriate coverage at competitive pricing for clients. Revenue is generated through policy premiums placed with carrier partners.

Pricing tiers

ModelBillingPrice
OtherPay-as-you-goQuote-based individual pricing

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Avery Insurance Group product offering

Product offering

Core offering

Independent insurance agency placing personal lines (auto, home, motorcycle, boat, classic car, renters, RV, umbrella), commercial lines (general liability, commercial property, workers comp, commercial auto, cyber liability, E&O, contractors, trucking, restaurants, breweries/wineries/distilleries, churches, landlord, liquor liability, auto dealers), and life insurance through multiple carrier partners for individuals and small-to-mid-size businesses across North Carolina.

Product overview

Robert Black Insurance is an independent insurance agency offering a comprehensive portfolio of personal, commercial, and life/health insurance products and services. The agency provides individual personal lines (Auto, Home, Motorcycle, Boat, Classic Car, Renters, RV, and Umbrella insurance) and commercial coverages (Auto Dealers, Breweries/Wineries/Distilleries, Business Liability, Church, Commercial Auto, Commercial Property, Contractors, Cyber Liability, E&O/Professional Liability, Landlord Liability, Liquor Liability, Restaurant, Trucking, and Workers Compensation insurance). The firm also offers Life insurance and maintains a Resource Center providing guidance on retirement, estate, investment, insurance, tax, money, and disaster preparedness. The agency positions itself as process-driven, crafting individualized risk management strategies for each client rather than applying a one-size-fits-all approach.

Differentiator

Problem solved

Functional benefit

Products and services

  • Auto Insurance

Companies that use Avery Insurance Group

Customer profile

Segments3 records

Ideal customer profiles2 records

Avery Insurance Group technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Avery Insurance Group partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Multiple Insurance CarrierscoreChannel Partner/ Reseller/ DistributorAs an independent insurance agency, the company represents multiple insurance carriers enabling them to compare coverage and pricing options for clients. The company has a dedicated 'Companies We Represent' page listing carrier partners.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Avery Insurance Group competitors and assessment

Company assessment

Broad incumbents

  • Brown & Brown, Inc. Large national insurance brokerage offering personal, commercial, and employee benefits through carrier relationships across all 50 states. Overlaps in product breadth and carrier-brokerage model but at significantly greater scale and geographic reach.
  • Acrisure: Tech-enabled global insurance brokerage with extensive personal and commercial offerings built through rapid agency roll-ups. Overlaps with Avery/Robert Black in product mix and distribution, but operates at vastly larger scale with proprietary technology investment.
  • Marsh McLennan Agency: Middle-market arm of global insurance brokerage Marsh McLennan providing commercial and personal lines to businesses and individuals. Comparable product breadth and independent brokerage distribution model but at materially larger scale and with broader service capabilities.

Regional players

  • Auto-Owners Insurance: Regional property and casualty insurance carrier selling exclusively through independent agents across the Midwest, Southeast, and other regions. Comparable in that Auto-Owners products are likely available through the subject agency's carrier panel, and the carrier uses the same independent-agency distribution model in adjacent U.S. geographies.

Direct peers

  • Brightway Insurance: Independent insurance agency franchise offering personal and commercial lines across multiple states through carrier partnerships. Directly comparable distribution model with emphasis on multi-line cross-sell and digital lead generation.
  • The Hilb Group: Mid-market insurance brokerage providing personal, commercial, and employee benefits through carrier relationships with a regional roll-up strategy. Comparable in middle-market independent brokerage operations and carrier-broker distribution.
  • Leavitt Group: Regional independent insurance agency network operating across multiple U.S. states with personal, commercial, and benefits products. Comparable independent-agency structure with diversified offerings across SMB and personal segments.
  • Goosehead Insurance: Independent insurance agency franchise distributing personal and commercial lines through multiple carriers with strong digital/SEO marketing. Comparable in independent-brokerage distribution model and multi-carrier comparison approach.
  • Higginbotham Insurance: Texas-headquartered independent insurance agency offering personal, commercial, and employee benefits coverage through multiple carrier partnerships. Closely comparable mid-sized independent agency model with diversified product portfolio and carrier-brokerage distribution.

Others

  • Keystone Insurers Group: Alliance of independent insurance agencies providing shared carrier access, operational resources, and best practices to member agencies. Indirectly comparable as an enabler/aggregator serving similarly structured independent agencies in regional markets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Avery Insurance Group social profiles

Digital presence

Avery Insurance Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Avery Insurance Group leadership team

Management profile

Number of profiles

Avery Insurance Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Avery Insurance Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Avery Insurance Group

What does Avery Insurance Group do?

Independent insurance agency placing personal lines (auto, home, motorcycle, boat, classic car, renters, RV, umbrella), commercial lines (general liability, commercial property, workers comp, commercial auto, cyber liability, E&O, contractors, trucking, restaurants, breweries/wineries/distilleries, churches, landlord, liquor liability, auto dealers), and life insurance through multiple carrier partners for individuals and small-to-mid-size businesses across North Carolina.

Is Avery Insurance Group a public or private company?

Avery Insurance Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Avery Insurance Group founded?

Avery Insurance Group was founded in 2005. It employs 51 to 100 people.

Where is Avery Insurance Group based?

Avery Insurance Group is headquartered in Belmont, United States, in the North America region.

How does Avery Insurance Group make money?

One revenue line is on record: insurance Agency Commissions.

Who are Avery Insurance Group's main competitors?

Broad incumbents on record are Brown & Brown, Inc., Acrisure and Marsh McLennan Agency. Auto-Owners Insurance is listed as a regional player. Direct peers are Brightway Insurance, The Hilb Group, Leavitt Group, Goosehead Insurance and Higginbotham Insurance. Keystone Insurers Group is listed as an others.

Does Avery Insurance Group have an API?

No public API is recorded for Avery Insurance Group.

What industry is Avery Insurance Group in?

Avery Insurance Group's product category is Insurance Agency Services. Its primary akta.pro industry code is FSAJAMAE, General Liability Insurance, with a secondary code of FSAJAMAA, Personal Auto Insurance. Its NAICS code is 524210 and its SIC code is 6411.

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