Resource Equity Group
Resource Equity Group is a privately held insurance and employee benefits agency, founded in 1974, that sells group and individual insurance products on commission by representing multiple carriers across many U.S. states.
- Company typePrivate
- Founded1974
- HeadquartersSarasota, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Resource Equity Group does
Resource Equity Group is a privately held insurance and employee benefits agency headquartered in Sarasota, Florida, with a secondary mailing address in Greenville, South Carolina. The firm traces its origins to 1974 when Harold W. Zoller founded HW Zoller & Associates in Atlanta, GA; after relocating to Greenville, SC in 1978, the company was renamed Resource Equity Group and pivoted its focus from estate planning to employee benefits marketing and service. The firm operates nationally with agency representation across multiple states.
The company's core offering is insurance and employee benefit solutions delivered through group and individual quote services, accessible via its products website (insuranceprotectionnow.com) and direct sales consultation. Supporting capabilities include a Learning Center that curates external health and insurance information resources (drug guides, health condition information, provider comparisons, hospital comparison tools) and a secure file transfer capability for client document exchange powered by Formstack. There is no proprietary technology platform; the infrastructure is a dated static website with third-party form tooling.
Resource Equity Group generates revenue through commissions on insurance policies and employee benefit plans sold to employers and individuals, operating as a multi-carrier agency that represents multiple insurance carriers, administrators, and providers. The go-to-market is sales-led, relying on direct consultation for both group and individual quotes, supplemented by a self-serve website quote request channel. The firm is founder-owned and operated, with no disclosed investors, headcount, or financial reporting.
Resource Equity Group firmographics
Firmographics- Name
- Resource Equity Group
- Legal name
- Resource Equity Group
- Website
- https://regroupusa.com
- Company type
- Private
- Founded year
- 1974
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Resource Equity Group is a privately held insurance and employee benefits agency, founded in 1974, that sells group and individual insurance products on commission by representing multiple carriers across many U.S. states.
- Ownership category
- akta.pro rank
Resource Equity Group industry classification
Industry- Product category
- Insurance and Employee Benefits Brokerage
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Employee Benefits Brokerage & Consulting (FSAEADAC)
Keywords
Where Resource Equity Group is headquartered
LocationHeadquarters
- HQ city
- Sarasota
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Resource Equity Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Insurance and Employee Benefits Services: The company generates revenue through the sale and servicing of insurance products and employee benefit solutions, representing multiple carriers, administrators, and providers. Revenue is derived from commissions on insurance policies and benefit plans sold to employers and individuals.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels2 records
Resource Equity Group product offering
Product offeringCore offering
Resource Equity Group is an insurance and employee benefits agency that sells and services insurance products and benefit solutions by representing multiple carriers, administrators, and providers. The firm issues group quotes for employers and individual quotes for consumers across many states. Revenue is generated through commissions on the policies and benefit plans sold.
Product overview
Resource Equity Group offers a unified insurance and employee benefit solutions platform. The core offering includes group and individual quote services accessible through their products website (insuranceprotectionnow.com), supported by a Learning Center providing health and insurance educational resources, and secure file transfer capabilities for client document handling. The company has been serving clients since 1974 with representation across multiple states.
Differentiator
Problem solved
Functional benefit
Products and services
- Insurance and Employee Benefit Solutions
Companies that use Resource Equity Group
Customer profileSegments1 record
Ideal customer profiles1 record
Resource Equity Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Resource Equity Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Insurance Carriers, Administrators, and ProviderscoreResource Equity Group represents multiple insurance carriers, administrators, and providers, offering clients access to a broad network of coverage options. The company positions itself as offering products through representation of the finest carriers in the country.
Scale indicators1 record
Recent moves5 records
Resource Equity Group competitors and assessment
Company assessmentDirect peers
- The Hilb Group: Mid-Atlantic and Southeast-focused insurance brokerage built through acquisition of smaller agencies. Comparable as a privately held, multi-state brokerage with strong regional roots serving mid-sized employers, similar to REG's geographic focus on the Southeast.
- EPIC Insurance Brokers & Consultants: Mid-sized national insurance brokerage formed through roll-up of regional firms, with significant employee benefits practice. Highly comparable as a privately held, multi-carrier brokerage targeting mid-sized employers in regional geographies, similar to REG's positioning.
- OneDigital: National employee benefits-focused insurance and financial services firm built largely through roll-ups of regional agencies. Closely comparable in focus (employee benefits brokerage), carrier representation model, and target market (mid-sized employers), but with significantly greater scale and a private-equity-backed growth strategy.
Broad incumbents
- Acrisure: Fast-growing, PE-backed insurance brokerage and fintech platform built through aggressive acquisitions of agencies like REG. Comparable business model (multi-carrier brokerage across commercial, benefits, and personal lines) and active acquirer of small/mid-sized regional agencies.
- Hub International: Large North American insurance brokerage owned by private equity (Hellman & Friedman, Blackstone). Directly comparable business model — multi-carrier brokerage of group benefits, commercial, and personal lines — making it both a competitor and a potential acquirer of regional agencies like Resource Equity Group.
- Brown & Brown, Inc. One of the largest independent insurance brokerages in the U.S. offering employee benefits, commercial insurance, and risk management. Comparable because both firms generate commission revenue from representing multiple carriers for group benefits and property/casualty, though Brown & Brown operates at vastly greater scale and is publicly traded.
- Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm with a substantial employee benefits practice. Comparable as a multi-carrier brokerage serving mid-market employers; its Gallagher Bassett subsidiary and aggressive acquisition strategy make it a primary consolidator in REG's segment.
- USI Insurance Services: Top-10 U.S. insurance brokerage with strong mid-market employee benefits franchise built through acquisition of regional agencies. Comparable in carrier-representation model and middle-market employer focus, and a frequent acquirer of firms in REG's size and footprint.
- Lockton Companies: Largest privately held insurance brokerage in the U.S. with deep employee benefits practice. Comparable as an independent, multi-carrier brokerage serving employer clients; Lockton's growth-by-acquisition model has absorbed many agencies in REG's size range.
- NFP (an Aon company): Mid-market-focused insurance broker and benefits consultant acquired by Aon in 2024. Closely comparable to REG in target client (mid-market employers) and product mix (group benefits, retirement, individual), but with substantially greater geographic breadth and resources.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Resource Equity Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Resource Equity Group leadership team
Management profileNumber of profiles
Profiles1 record
Resource Equity Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Resource Equity Group 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 Resource Equity Group
What does Resource Equity Group do?
Resource Equity Group is an insurance and employee benefits agency that sells and services insurance products and benefit solutions by representing multiple carriers, administrators, and providers. The firm issues group quotes for employers and individual quotes for consumers across many states. Revenue is generated through commissions on the policies and benefit plans sold.
Is Resource Equity Group a public or private company?
Resource Equity Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Resource Equity Group founded?
Resource Equity Group was founded in 1974. It employs 1 to 10 people.
Where is Resource Equity Group based?
Resource Equity Group is headquartered in Sarasota, United States, in the North America region.
How does Resource Equity Group make money?
One revenue line is on record: insurance and Employee Benefits Services.
Who are Resource Equity Group's main competitors?
Direct peers on record are The Hilb Group, EPIC Insurance Brokers & Consultants and OneDigital. Broad incumbents are Acrisure, Hub International, Brown & Brown, Inc., Arthur J. Gallagher & Co., USI Insurance Services, Lockton Companies and NFP (an Aon company).
Does Resource Equity Group have an API?
No public API is recorded for Resource Equity Group.
What industry is Resource Equity Group in?
Resource Equity Group's product category is Insurance and Employee Benefits Brokerage. Its primary akta.pro industry code is FSAEADAC, Employee Benefits Brokerage & Consulting. Its SIC code is 6411.