TRA Insurance Solutions

What TRA Insurance Solutions does

TRA Insurance Solutions, operating under the legacy legal name Triester, Rossman & Associates, is a multi-line insurance brokerage based in Blue Bell, Pennsylvania, that was acquired by HUB International in February 2020 and now operates as part of HUB Greater Pennsylvania. The firm employs roughly 100 insurance and risk management professionals and serves both business and individual clients across five core service lines: Business Insurance and Risk Management, Employee Benefits, Life and Health Insurance, Retirement and Wealth Management, and Personal Insurance. As an independent broker embedded in HUB's network, TRA accesses multiple carriers to deliver tailored coverage across property and casualty, professional liability, workers' compensation, commercial property, general liability, business interruption, commercial auto, surety bonds, and a range of personal lines including high-net-worth and umbrella coverage. Industry-specific solutions span financial institutions, hospitality, real estate, and entertainment, with a 24/7 dedicated claims team supporting client advocacy.

The business model is commission-based brokerage revenue earned on placed premiums, with quote-driven pricing tailored to each client's risk profile and coverage requirements. The go-to-market is sales-led, executed through direct broker relationships in the Blue Bell office and reinforced by HUB International's 650+ office footprint across North America. Marketing channels are concentrated in industry associations (CPCU, NAHU, PEPC, PLUS) and community programs such as HUB Gives. No proprietary technology, AI infrastructure, or digital platform is disclosed; the offering is delivered through broker expertise and carrier relationships rather than a distinct technology stack.

TRA's strategic positioning is defined by its parent-company affiliation: it combines local Pennsylvania market expertise and community relationships with the scale, specialist access, and brand credibility of HUB International, an enterprise valued at over $29 billion with 19,000+ employees. Recent activity has been inorganic, with the Blue Bell office absorbing tuck-in acquisitions including WhartonHill Investment Advisors, Cosaint Insurance Partners, and Davis Trachtenberg, broadening the office's retirement and specialty capabilities. The firm holds no disclosed patents, awards, or regulatory actions, and no financial metrics are publicly available at the subsidiary level.

Name

TRA Insurance Solutions

Legal name

TRA Insurance Services (Triester, Rossman & Associates)

Website

https://trainsurance.com

Company type

Private

Founded year

1971

Operating status

Acquired

Headcount range

11–50 employees

Short description

TRA Insurance Solutions is a Pennsylvania-based multi-line insurance brokerage, acquired by HUB International in 2020, that serves businesses and individuals with property, casualty, employee benefits, life and health, retirement, and personal coverage through roughly 100 professionals in Blue Bell.

Ownership category

akta.pro rank

Product category

Insurance Brokerage Services

NAICS

Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Retail (Personal Lines) Insurance Brokerage (FSAEADAA)

akta.pro secondary industry

Trade Credit Insurance Brokerage (FSAEADAL)

Keywords

• Insurance brokerage services
• Commercial property casualty
• Employee benefits consulting
• Personal insurance products
• Risk management advisory

Headquarters

HQ city

King Of Prussia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Business Insurance & Risk Management: Provides property & casualty insurance, professional liability, workers compensation, commercial property, general liability, business interruption, commercial auto, and surety bond insurance to businesses
2. Employee Benefits: Health and wellness programs, voluntary benefits, strategic benefits planning, healthcare cost management, benefits communication services for employers
3. Life & Health Insurance: Individual and group life and health insurance products
4. Retirement & Wealth Management: Retirement plans and wealth management services
5. Personal Insurance: Auto, homeowners, renters, condo, high net worth, and personal umbrella insurance for individuals

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

TRA Insurance Solutions is an independent insurance brokerage firm based in Blue Bell, Pennsylvania, operating as part of HUB Greater Pennsylvania since its February 2020 acquisition by HUB International. The firm places business insurance, employee benefits, life & health, retirement & wealth management, and personal insurance coverages for businesses and individuals across Pennsylvania through multi-carrier relationships, supported by a 24/7 dedicated claims team and roughly 100 risk management professionals.

Product overview

TRA Insurance Solutions (Triester, Rossman & Associates), acquired by HUB International in February 2020, operates as part of HUB Greater Pennsylvania offering a comprehensive portfolio of insurance and risk management products. The company provides a multi-line insurance brokerage platform encompassing Business Insurance & Risk Management (including Professional Liability, Workers' Compensation, Business Owners Policy, Commercial Property, General Liability, Business Interruption, Commercial Auto, and Surety Bonds), Property & Casualty coverage, Employee Benefits (such as Health and Performance programs, Voluntary Benefits, Strategic Benefits Planning, and Healthcare Cost Management), Life & Health Insurance, Retirement & Wealth Management, and Personal Insurance (Auto, Homeowners, Renters, Condo, High Net Worth, and Personal Umbrella). Additional industry-specific solutions include Financial Institutions Insurance, Hospitality Insurance, Real Estate Insurance, and Entertainment Insurance. As an independent broker with strong carrier relationships, TRA delivers customized risk solutions backed by HUB's global network of specialists.

Differentiator

Problem solved

Functional benefit

Products and services

• Professional Liability Insurance Errors and omissions coverage providing extra protection beyond general liability policies, covering professional mistakes and negligence claims for businesses.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• HUB InternationalcoreStrategic or Co-development Partner · 1 February 2020TRA Insurance Services (Triester, Rossman & Associates) and affiliate United Asian Agency (UAA) were acquired by HUB International in February 2020. The firm is now part of HUB Greater Pennsylvania, combining local expertise with one of the world's largest insurance brokerage firms.

Scale indicators4 records

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• Aon: Global professional services firm with major insurance brokerage and reinsurance brokerage operations. Comparable in commercial P&C placement and risk advisory services, but serves a more enterprise-scale client base.
• Arthur J. Gallagher & Co. Major publicly traded global insurance brokerage and risk management firm with overlapping P&C, benefits, and risk consulting capabilities. Overlaps with TRA across most product lines but operates at materially larger scale.
• Marsh McLennan: Global insurance brokerage and risk advisory leader (parent of Marsh, Guy Carpenter, Mercer, Oliver Wyman). Overlaps with TRA's commercial insurance brokerage, employee benefits consulting, and risk management capabilities at much larger scale.

Direct peers

• The Hilb Group: Mid-Atlantic-focused insurance brokerage with comparable multi-line offerings (commercial, personal, employee benefits) and a similar regional office footprint in the Eastern U.S., making it a close regional peer for TRA's Pennsylvania base.
• USI Insurance Services: Privately held national insurance brokerage with comparable multi-line product breadth (P&C, employee benefits, personal) and a similar mid-market business focus, making it a direct head-to-head peer for HUB regional offices like TRA.
• Lockton Companies: World's largest privately held insurance brokerage, offering comparable independent broker model, multi-line coverage, and mid-to-large commercial client focus. Closely aligned in business model and customer segments.
• Acrisure: Fast-growing, tech-enabled insurance brokerage that competes across commercial and personal lines. Highly comparable in independent broker model, acquisition-led growth, and diversified multi-line offering.
• Alliant Insurance Services: Privately held specialty insurance brokerage offering comparable multi-line services (commercial, personal, employee benefits) with similar acquisition-led growth strategy and mid-market client focus.
• AssuredPartners: PE-backed insurance brokerage with a heavy emphasis on organic growth plus tuck-in acquisitions. Comparable in product mix (commercial, personal, benefits) and reliance on regional office roll-ups.

Emerging players

• Brown & Riding Insurance Services: Specialty insurance brokerage with comparable wholesale and retail brokerage operations serving commercial clients. Overlaps on complex commercial placements and specialty lines such as professional liability and surety.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/tra-insurance-services

Revenue estimate

Valuation estimate

Number of profiles

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 TRA Insurance Solutions