Dallas Risk management
Dallas Risk Management is a Dallas-based benefits consulting firm and managing general underwriter that provides self-funded health benefit solutions, stop-loss insurance, and level funding plans exclusively through appointed brokers, consultants, and Third Party Administrators.
- Company typePrivate
- Founded2016
- HeadquartersDallas, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Dallas Risk management does
Dallas Risk Management (DRM) is a Dallas, Texas-based benefits consulting firm and managing general underwriter focused exclusively on self-funded employee health benefit solutions. The company serves as an intermediary between employer benefit plans and insurance carriers, providing brokers, consultants, and Third Party Administrators (TPAs) with underwriting expertise, carrier market access, and administrative support for transitioning clients from fully-insured to self-funded arrangements. Its product portfolio includes self-funded benefits solutions, specific and aggregate stop-loss insurance to cap employer exposure, level funding plans that blend self-funded flexibility with fully-insured stability, and TPA services for claims processing and provider network coordination. Supporting administrative offerings include enrollment forms, premium remittance via ACH, aggregate claim forms, large claim notices, and TPA questionnaire and RFP services.
The business operates on a managed-services revenue model with custom, quote-based pricing and zero public disclosure of rates or revenue. GTM is exclusively channel-based: all brokers, consultants, and TPAs must be appointed by DRM's carriers for the states where their employer groups reside, creating a controlled distribution architecture. The firm claims 130 clients, 1,350 completed projects, and 75 years of cumulative industry experience, though these are self-reported marketing figures with no third-party validation. Headcount is reported at 1-10 employees, the company is privately held with no institutional or venture backing disclosed, and the most recent dated material on its website is from 2018.
Dallas Risk management firmographics
Firmographics- Name
- Dallas Risk management
- Legal name
- Dallas Risk Management
- Website
- https://dallasrm.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Dallas Risk Management is a Dallas-based benefits consulting firm and managing general underwriter that provides self-funded health benefit solutions, stop-loss insurance, and level funding plans exclusively through appointed brokers, consultants, and Third Party Administrators.
- Ownership category
- akta.pro rank
Where Dallas Risk management is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Dallas Risk management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Self-Funded Benefits Solutions: DRM provides self-funded benefits solutions to brokers, consultants, and TPAs. The company facilitates transitions from fully-insured to self-funded plans and offers stop-loss insurance options.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Dallas Risk management product offering
Product offeringCore offering
Dallas Risk Management (DRM) is a benefits consulting firm and managing general underwriter that delivers self-funded employee health benefits solutions to brokers, consultants, and Third Party Administrators (TPAs). The company provides stop-loss insurance, level funding plans, and TPA services that enable employers to transition from fully-insured to self-funded arrangements, capping maximum risk exposure and lowering benefit costs.
Product overview
Dallas Risk Management (DRM) operates as a specialized benefits consultancy providing a unified platform of self-funded employee benefits solutions. The core offering centers on Self-Funded Benefits Solutions supported by Stop-Loss Insurance Services to cap employer liability, Level Funding Plans for small employers seeking a hybrid approach, and Third Party Administrator (TPA) services for claims processing and provider coordination. These are supplemented by supporting administrative services including Claims Management Forms, Premium Remittance, Enrollment Forms, and TPA Questionnaire/RFP services. The company serves brokers, consultants, and TPAs by functioning as a focused, time-saving resource with deep underwriting expertise and strong carrier market relationships.
Differentiator
Problem solved
Functional benefit
Products and services
- Self-Funded Benefits Solutions
- Stop-Loss Insurance Services Specific and aggregate stop-loss coverage to cap maximum exposure for self-funded employers, including claims management and risk mitigation.
- Level Funding Plans Hybrid funding solution combining the flexibility and savings of self-funded plans with the stability of fully-insured coverage, including fixed monthly payments and stop-loss protection for small employers.
- Third Party Administrator (TPA) Services Processing of claims and coordination with healthcare providers to secure discounted services for self-funded employers served through the broker and consultant channel.
Companies that use Dallas Risk management
Customer profileSegments4 records
Ideal customer profiles1 record
Dallas Risk management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Dallas Risk management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- ANTEXminorANTEX DisclosureForm available on DRM website as part of enrollment and disclosure documentation for self-funded benefit plans.
- GardenStateminorGardenState DisclosureForm available on DRM website as part of enrollment and disclosure documentation for self-funded benefit plans.
Scale indicators3 records
Recent moves3 records
Expansion highlights1 record
Dallas Risk management competitors and assessment
Company assessmentBroad incumbents
- Lockton Companies: Largest independent insurance brokerage globally with significant employee benefits and alternative risk practice; broad incumbent with comparable stop-loss and self-funded expertise.
- NFP: Large insurance brokerage and benefits consulting firm with substantial self-funded and stop-loss practice operating across multiple segments; broader portfolio but overlapping core offerings.
- Hub International: Large North American insurance brokerage with employee benefits and alternative risk capabilities; comparable to DRM in mid-market benefits delivery but with much wider geographic and product breadth.
- USI Insurance Services: Major U.S. insurance brokerage with a dedicated employee benefits practice including self-funded plan design and stop-loss; broader incumbent with comparable benefits consulting capabilities.
- Brown & Brown Insurance: Large publicly traded insurance brokerage with a robust employee benefits and stop-loss segment; broad incumbent with overlapping self-funded benefits capabilities.
- World Insurance Associates: Growing U.S. insurance brokerage with employee benefits, stop-loss, and self-funded capabilities; broader incumbent with comparable mid-market benefits focus via agency distribution.
- Hylant Group: Mid-to-large U.S. brokerage with strong employee benefits practice including self-funded and stop-loss; broader regional incumbent with overlapping benefit consulting offerings.
- Alliant Insurance Services: National insurance brokerage offering employee benefits, stop-loss, and alternative risk solutions; overlap with DRM in mid-market self-funded benefits delivery through broker/consultant channels.
Direct peers
- Holmes Murphy: Employee benefits broker and consultant with a deep self-funded and stop-loss practice; comparable to DRM as a specialty benefits firm serving brokers, consultants, and employer clients with similar funding solutions.
- OneDigital: National employee benefits brokerage with strong self-funded, level-funded, and stop-loss capabilities; directly comparable to DRM in product mix and broker/consultant channel model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Dallas Risk management social profiles
Digital presenceDallas Risk management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Dallas Risk management leadership team
Management profileNumber of profiles
Profiles1 record
Dallas Risk management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Dallas Risk management 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 Dallas Risk management
What does Dallas Risk management do?
Dallas Risk Management (DRM) is a benefits consulting firm and managing general underwriter that delivers self-funded employee health benefits solutions to brokers, consultants, and Third Party Administrators (TPAs). The company provides stop-loss insurance, level funding plans, and TPA services that enable employers to transition from fully-insured to self-funded arrangements, capping maximum risk exposure and lowering benefit costs.
Is Dallas Risk management a public or private company?
Dallas Risk management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Dallas Risk management founded?
Dallas Risk management was founded in 2016. It employs 1 to 10 people.
Where is Dallas Risk management based?
Dallas Risk management is headquartered in Dallas, United States, in the North America region.
How does Dallas Risk management make money?
One revenue line is on record: self-Funded Benefits Solutions.
Who are Dallas Risk management's main competitors?
Broad incumbents on record are Lockton Companies, NFP, Hub International, USI Insurance Services, Brown & Brown Insurance, World Insurance Associates, Hylant Group and Alliant Insurance Services. Direct peers are Holmes Murphy and OneDigital.
Does Dallas Risk management have an API?
No public API is recorded for Dallas Risk management.