CoreMark
CoreMark Insurance Services is a mid-size independent insurance agency in Sacramento, CA, providing business, employee benefits, and personal insurance to SMBs with vertical specialization in trucking, construction, landscape, and artisan contractors. Operating as a division of Patriot Growth Insurance Services, LLC.
- Company typePrivate
- Founded2014
- HeadquartersSacramento, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What CoreMark does
CoreMark Insurance Services, Inc. is a mid-size independent insurance agency headquartered in Sacramento, California, founded in 2014 by Dan Bertrand (CEO), Sean Tsui (President), and Mat Nabity (Executive Vice President). The firm operates as a division of Patriot Growth Insurance Services, LLC, and serves SMB clients across three product lines: Business Insurance (commercial property, auto, truck, workers' compensation, general liability, cyber, and specialty programs), Employee Benefits (group health, executive benefits, compliance, and HR/payroll support), and Personal Insurance (auto, home, and specialty lines). The agency differentiates through vertical specialization in trucking and commercial transportation (anchored by the TruckPro Program and Quality Driver Program), construction, landscape contractors, and artisan trades, augmented by value-added risk management and loss prevention services under the CoreMark Safety umbrella.
CoreMark firmographics
Firmographics- Name
- CoreMark
- Legal name
- CoreMark Insurance Services, Inc.
- Website
- https://coremarkins.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CoreMark Insurance Services is a mid-size independent insurance agency in Sacramento, CA, providing business, employee benefits, and personal insurance to SMBs with vertical specialization in trucking, construction, landscape, and artisan contractors. Operating as a division of Patriot Growth Insurance Services, LLC.
- Ownership category
- akta.pro rank
Where CoreMark is headquartered
LocationHeadquarters
- HQ city
- Sacramento
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CoreMark 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
- Insurance Commissions: CoreMark earns commissions from insurance carriers for placing business. As an independent agency, they represent multiple insurance brands and earn commissions on each policy sold.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Custom insurance solutions with no fixed pricing tiers |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
CoreMark product offering
Product offeringCore offering
CoreMark is a mid-size independent insurance agency that places business, employee benefits, and personal insurance coverage for clients by brokering policies across multiple insurance carriers. The agency delivers risk management, loss prevention, and specialized niche programs (notably trucking and contractor trades) alongside digital client portals for self-service policy management.
Product overview
CoreMark is a mid-size independent insurance agency offering a comprehensive suite of insurance products and services. The agency operates three core business lines: Business Insurance (covering commercial risks such as property, auto, truck, liability, workers' comp, and specialty programs like TruckPro and Quality Driver Program), Employee Benefits (including group health, executive benefits, compliance, and HR/payroll support), and Personal Insurance (covering auto, home, and specialty lines). The agency also provides proprietary technology platforms including the EASE Portal for benefits administration, CSR24 Portal for policy management, Zywave HR Portal for compliance, and CoreMark Safety for loss prevention services.
Differentiator
Problem solved
Functional benefit
Products and services
- Business Insurance Comprehensive business insurance coverage for commercial clients including Builder's Risk, Business Property, Commercial Auto, Commercial Truck, Contract & Commercial Bonds, Contractor's Equipment, Cyber, Employment Practices Liability, General Liability, Installation Floater, Motor Truck Cargo, Professional Liability/Errors & Omissions, Umbrella/Excess, and Workers' Compensation. Targeted at small to mid-sized businesses across transportation, construction, contractor, and specialty industries.
- Employee Benefits Customized employee benefits packages for employers and individuals including Group Benefit Solutions, Executive Solutions, Individual/Family Plans, Group Eligibility, Compliance, HR & Payroll Support, and Billing Resolution/Claims services. Targeted at employers seeking group health and benefits administration as well as individuals seeking health coverage.
- Personal Insurance Personal insurance coverage for individuals and families including Automobile, Classic Car, Earthquake, Flood, Homeowners, Jewelry/Fine Arts/Collectibles, Motorcycle, Personal Umbrella, Renters' Insurance, Watercraft/Recreational Lines, and Wildfire Protection. Targeted at individual consumers and households in California seeking personal asset protection.
- TruckPro Program Specialized trucking insurance program with market access and services for transportation-related businesses, featuring over 75 years of combined trucker insurance experience and coverage for commercial/public auto liability, non-trucking liability, physical damage, motor truck cargo, hired and non-owned auto, non-standard auto, and excess liability. Targeted at trucking companies and commercial transportation businesses.
- Quality Driver Program (QDP) Driver qualification and retention program designed to assist trucking companies in adding qualified drivers and retaining drivers for the future. Targeted at commercial trucking and transportation businesses seeking to address driver-related workforce challenges.
Companies that use CoreMark
Customer profileNamed customers4 records
Segments7 records
Ideal customer profiles5 records
CoreMark technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
CoreMark partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights8 records
CoreMark competitors and assessment
Company assessmentDirect peers
- Keenan & Associates: California-headquartered independent insurance brokerage and consulting firm providing commercial, benefits, and specialty coverage to public agencies and private employers. Direct comparable in West Coast independent agency model and benefits expertise.
- Alliant Insurance Services: National independent insurance brokerage delivering commercial, personal, and employee benefits products through multi-carrier access. Comparable in independent agency structure, product breadth, and SMB-to-mid-market target customer base.
- ABD Insurance & Financial Services: West Coast independent insurance brokerage and financial services firm providing commercial and personal coverage. Comparable in regional independent agency model, multi-carrier access, and SMB commercial specialization.
- Woodruff-Sawyer & Co. California-based independent commercial insurance brokerage serving mid-market businesses with specialty expertise. Comparable in independent model, regional West Coast focus, and commercial lines emphasis.
- Heffernan Insurance Brokers: Large California-based independent insurance brokerage offering commercial, personal, and employee benefits coverage with multi-carrier access. Highly comparable to CoreMark in geography, independent agency model, and SMB/contractor specialization.
- Bolton & Company: Mid-size independent insurance brokerage serving commercial and personal lines clients across the U.S. with niche industry programs. Comparable in mid-size independent agency positioning and vertical specialization.
- Burns & Wilcox: National independent wholesale brokerage and retail agency network with specialty expertise in hard-to-place commercial risks. Comparable in niche/industry specialization and independent distribution model.
Broad incumbents
- Patriot Growth Insurance Services: CoreMark's parent company — a PE-backed national insurance agency platform building specialty commercial and benefits agencies. Acts as the holding platform; comparable as the broader aggregator CoreMark sits within.
- USI Insurance Services: Large national brokerage delivering commercial, personal, and benefits products with proprietary risk management and benefits consulting. Comparable as a scaled independent brokerage, but operating at a much larger scale than CoreMark.
- Marsh & McLennan Agency: Middle-market and SMB arm of global brokerage Marsh, providing commercial insurance, employee benefits, and risk advisory. Comparable in product mix and middle-market commercial focus, though operating at substantially greater scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
CoreMark social profiles
Digital presenceCoreMark financial estimates
Financial estimateRevenue estimate
Valuation estimate
CoreMark leadership team
Management profileNumber of profiles
Profiles8 records
CoreMark funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CoreMark 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 CoreMark
What does CoreMark do?
CoreMark is a mid-size independent insurance agency that places business, employee benefits, and personal insurance coverage for clients by brokering policies across multiple insurance carriers. The agency delivers risk management, loss prevention, and specialized niche programs (notably trucking and contractor trades) alongside digital client portals for self-service policy management.
Is CoreMark a public or private company?
CoreMark is a private company. It is classified as corporate owned and is currently operating.
When was CoreMark founded?
CoreMark was founded in 2014. It employs 11 to 50 people.
Where is CoreMark based?
CoreMark is headquartered in Sacramento, United States, in the North America region.
How does CoreMark make money?
One revenue line is on record: insurance Commissions.
Who are CoreMark's main competitors?
Direct peers on record are Keenan & Associates, Alliant Insurance Services, ABD Insurance & Financial Services, Woodruff-Sawyer & Co., Heffernan Insurance Brokers, Bolton & Company and Burns & Wilcox. Broad incumbents are Patriot Growth Insurance Services, USI Insurance Services and Marsh & McLennan Agency.
Does CoreMark have an API?
No public API is recorded for CoreMark.