Brokers Holding Group

What Brokers Holding Group does

Brokers Holding Group is a South Carolina-based general insurance agency specializing in level-funded health plans and alternative funding strategies for employer groups. Founded in 2012 and headquartered in Columbia, SC, the company operates across South Carolina, North Carolina, Georgia, and Tennessee, distributing health, worksite, and ancillary insurance products through a network of independent insurance broker partners. Its portfolio spans core medical offerings (level-funded plans, MEC plans, reference-based pricing), worksite benefits (Colonial Life, Lifeguard), and ancillary products (life, dental, vision, short/long-term disability, hospital indemnity) sourced through a broad carrier panel that includes Aetna, UnitedHealthcare, Humana, The Hartford, Nationwide, One America, and others.

The company's go-to-market is a classic general agency distribution model: BHG does not sell directly to end customers but equips independent brokers with exclusive level-funded medical products, multi-carrier portfolio access, and account servicing support. Marketing and retention center on the Elite Producers Trip incentive program (luxury resort rewards tied to sales performance) and the BHG U broker training platform. No proprietary technology platform, APIs, or digital sales tools are disclosed; the differentiated offering rests on carrier relationships, exclusive product access, and combined industry expertise cited at 100+ years across the team.

On January 22, 2026, Warner Pacific acquired Brokers Holding Group as part of its stated strategy of expanding its general agency platform through targeted acquisitions. Co-owners Scott Lee (President) and Lee Long (Managing Partner) continue to lead the business under the existing BHG brand, with operations retaining Columbia, SC headquarters and gaining access to Warner Pacific's broader carrier relationships, technology, and operational scale. Revenue, premium volume, and detailed financial metrics are not publicly disclosed.

Name

Brokers Holding Group

Legal name

Brokers Holding Group, LLC

Website

https://brokersholding.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Brokers Holding Group is a Columbia, South Carolina-based general insurance agency that distributes level-funded health plans, MEC plans, reference-based pricing, worksite, and ancillary benefits through independent broker partners serving employer groups across South Carolina, North Carolina, Georgia, and Tennessee. Founded 2012, acquired by Warner Pacific in January 2026.

Ownership category

akta.pro rank

Product category

Insurance Agency Services / Health and Employee Benefits Brokerage

NAICS

Insurance Agencies and Brokerages (524210)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro industry

PRIMARYFSAEADAD

Wholesale Insurance Brokerage (Excess & Surplus Lines)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Insurance Brokerage & Risk Advisory

Keywords

• Insurance agency services
• Health insurance brokerage
• Level-funded health plans
• Worksite benefits distribution
• Ancillary employee benefits

Headquarters

HQ city

Columbia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Insurance Agency Commissions: As a general agency, Brokers Holding Group earns commissions from insurance carriers for placing employer group coverage. Revenue is generated through the sale and ongoing servicing of level-funded health plans, MEC plans, reference based pricing, worksite products, and ancillary coverage (life, dental, vision, disability, hospital indemnity).

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Brokers Holding Group operates as a general insurance agency that distributes health insurance, life insurance, and employee benefits products to employer groups in the Southeast US through a network of independent insurance brokers. The firm specializes in level-funded medical plans, MEC plans, reference based pricing, worksite products (Colonial Life, Lifeguard), and ancillary coverage such as life, dental, vision, disability, and hospital indemnity. BHG earns commissions from insurance carriers and supports brokers with product presentations, enrollments, renewals, and ongoing account servicing.

Product overview

Brokers Holding Group operates as a general agency specializing in level-funded health plans and alternative funding strategies for employer groups. The company offers a unified portfolio combining core medical products (Level-Funded Plans, MEC Plans, Reference Based Pricing) with worksite benefits (Colonial Life, Lifeguard) and ancillary products (Life, Dental, Vision, Short/Long Term Disability, Hospital Indemnity). BHG positions itself as a comprehensive solution for brokers serving employer clients, providing exclusive products, carrier relationships, and account servicing support. The company was acquired by Warner Pacific in January 2026, expanding its operational scale while maintaining its existing brand.

Differentiator

Problem solved

Functional benefit

Brands

• Elite Producer's Trip: Annual incentive trip program for top-producing brokers, with destinations including The Greenbrier Resort, Wild Dunes Resort, The Omni Grove Park Inn, The Ritz Carlton Amelia Island, The Sanctuary at Kiawah Island, Old Edwards Inn & Spa, The Inn & Club at Harbour Town, and Barnsley Resort.
• BHG U

Products and services

• Level-Funded Medical Plans Exclusive level-funded medical products offered to BHG broker partners to protect employer clients from the added costs of the ACA and provide competitive options for building broker business.
• MEC Plans (Minimum Essential Coverage) Minimum Essential Coverage plans offered as part of BHG's health insurance portfolio for employer groups, providing ACA-compliant essential health benefits.
• Reference Based Pricing Alternative pricing strategy for health plans that gives employers cost management options by referencing specific pricing benchmarks rather than traditional carrier networks.
• Colonial Life Worksite Products Voluntary/worksite benefit products offered through Colonial Life for supplemental employee coverage distributed via BHG's broker network.
• Lifeguard Worksite Products Worksite benefit products offered through Lifeguard for supplemental employee coverage distributed via BHG's broker network.
• Ancillary Products Comprehensive ancillary benefits including Life, Dental, Vision, Short/Long Term Disability, and Hospital Indemnity coverage offered through multiple carrier partnerships for employer groups.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

18 partnerships are on record, tiered core and minor.

• Warner PacificcoreStrategic or Co-development Partner · 22 January 2026Warner Pacific acquired Brokers Holding Group, expanding its Southeast presence into South Carolina, North Carolina, Georgia, and Tennessee. The acquisition enables BHG to leverage Warner Pacific's broader carrier relationships, technology, and operational scale. BHG co-owners Scott Lee and Lee Long continue leading the business under its existing brand as Warner Pacific pursues its strategy of expanding its general agency platform through targeted acquisitions.
• AetnacoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing health insurance products through BHG's broker network. Aetna is one of the major national health insurers featured on BHG's provider page.
• UnitedHealthcare (UHC)coreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing health insurance products through BHG's broker network. UHC is featured on the provider page as a key carrier relationship.
• HumanacoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing health insurance products through BHG's broker network. Humana is featured on the provider page as a key carrier relationship.
• The HartfordcoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing employee benefits products through BHG's broker network. The Hartford is featured on the provider page offering employee benefits coverage.
• NationwidecoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing health and employee benefits products through BHG's broker network. Nationwide is featured on the provider page.
• One AmericacoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing life and health insurance products through BHG's broker network. One America is featured on the provider page.
• Colonial LifecoreChannel Partner/ Reseller/ DistributorWorksite benefits insurance carrier partner. Colonial Life products are specifically highlighted on BHG's main page as part of their worksite coverage offerings.
• LifeguardcoreChannel Partner/ Reseller/ DistributorWorksite benefits insurance partner. Lifeguard products are specifically highlighted on BHG's main page as part of their worksite coverage offerings.
• Best LifeminorChannel Partner/ Reseller/ DistributorInsurance carrier partner featured on BHG's provider page, offering life and health insurance products.
• TrustmarkminorChannel Partner/ Reseller/ DistributorInsurance carrier partner offering benefits products through BHG's broker network. Trustmark is featured on the provider page.
• Allstate BenefitsminorChannel Partner/ Reseller/ DistributorInsurance carrier partner offering supplemental benefits through BHG's broker network. Allstate Benefits is featured on the provider page.
• Angle HealthminorChannel Partner/ Reseller/ DistributorInsurance carrier partner featured on BHG's provider page offering health insurance products.
• Companion LifeminorChannel Partner/ Reseller/ DistributorInsurance carrier partner featured on BHG's provider page. Companion Life is part of the Morgan White Group.
• EquitableminorChannel Partner/ Reseller/ DistributorInsurance carrier partner providing employee benefits products through BHG's broker network. Equitable is featured on the provider page.
• GravieminorChannel Partner/ Reseller/ DistributorInsurance carrier partner featured on BHG's provider page offering health insurance products.
• VitoriHealthminorChannel Partner/ Reseller/ DistributorInsurance carrier partner featured on BHG's provider page offering health insurance products.
• 90Degree BenefitsminorChannel Partner/ Reseller/ DistributorInsurance carrier partner featured on BHG's provider page offering health insurance products.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• IBA (Independent Brokerage Agency): IBA is a benefits-focused GA/TPA placing group health and ancillary coverage through broker partners. It is listed as a provider partner on BHG's website and operates a directly comparable distribution model at slightly larger scale.
• 90 Degree Benefits: 90 Degree Benefits is a smaller specialty GA focused on alternative-funded health plans including level-funded and reference-based pricing. It directly mirrors BHG's product mix, target broker channel, and employer-group niche.
• Warner Pacific: Warner Pacific is BHG's parent company and a general agency specializing in employee benefits for brokers in the Western U.S. It is the closest comparable — operating the same GA distribution model placing health and ancillary products through broker partners — and just acquired BHG to expand into the Southeast.
• BenefitMall: BenefitMall is a national GA and benefits wholesaler distributing health, dental, life, and disability products through a broad broker network. It operates a comparable GA-to-broker model to BHG but at significantly larger national scale.

Broad incumbents

• USI Insurance Services: USI is a top-10 U.S. insurance brokerage with strong employee benefits and property/casualty practices. It competes for the same mid-market employer benefits accounts across the Southeast that BHG serves.
• NFP (National Financial Partners): NFP is a large insurance broker and consultant with a significant employee benefits segment. Its benefits brokerage competes with BHG for mid-market employer group relationships and carrier appointments.
• HUB International: HUB International is a large North American insurance brokerage with a meaningful employee benefits practice. It competes with BHG for mid-market employer group health and benefits placements.
• Brown & Brown: Brown & Brown is a large publicly-traded insurance distributor with a substantial employee benefits segment. It serves the same mid-market employer benefits brokerage space as BHG, with significantly broader geographic and product reach.
• Lockton: Lockton is the world's largest privately held insurance brokerage with a significant employee benefits practice. It serves large and mid-market employer groups with health and welfare benefits consulting, competing for the same end-customers BHG brokers serve.
• OneDigital: OneDigital is one of the largest U.S. employee benefits and financial services brokerages, serving mid-market and large employer groups. It overlaps with BHG's employer benefits distribution but at materially larger scale and with HR consulting bundled in.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/brokers_holding
• Facebookfacebook.com/BrokersHolding
• LinkedInlinkedin.com/company/brokers-holding-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Brokers Holding Group