Campbell Petrie

What Campbell Petrie does

Campbell Petrie is an employee benefits advisory and insurance brokerage firm headquartered in Woodbridge, New Jersey, operating as a division of Patriot Growth Insurance Services, LLC. Founded in 1984, the firm works directly with business owners and executives to design, implement, and manage employee benefits programs ranging from group health, dental, vision, life, and disability insurance to executive benefits, voluntary benefits, PEO services, and alternative funding solutions (self-funding and captives). Its client base spans small employers with 2-50 employees up to large enterprises with thousands of employees, plus a niche federal contractor compliance practice.

The firm's underlying technology stack centers on the Bernie Portal, a web-based enrollment and benefits administration platform, supplemented by an HR productivity tool suite that includes a Benefits Administration dashboard, Performance Review Builder, Multi-State Law Comparison Tool, Salary Benchmarking tool (covering 800+ job positions and 50,000+ job titles), Job Description Builder, Payroll Solutions, and various compliance advisors (COBRA, FMLA, HIPAA/ERISA). These tools are primarily database- and rules-driven rather than AI-enabled.

Campbell Petrie's business model is professional services and commission-based: it earns insurance carrier commissions on placed group health, dental, vision, life, disability, and voluntary benefits coverage, plus fees for PEO placement and alternative funding structuring. Its go-to-market is consultative and sales-led, with Managing Partners, a VP of Business Development, Senior Benefit Consultants, and a dedicated Small Group business unit. Distribution is amplified through affiliation with the TRUE Network of Advisors (81 partner agencies, 133 offices, 1,609 professionals) and access to 700+ PEO providers, providing nationwide reach while preserving local market presence. Marketing channels include monthly compliance webinars, a resource library, social media presence (LinkedIn, Facebook), and a complimentary Healthcare Innovation Score analysis offered as a lead-generation tool.

Name

Campbell Petrie

Legal name

Campbell Petrie

Website

https://campbellpetrie.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

11–50 employees

Short description

Campbell Petrie is a Woodbridge, NJ-based employee benefits advisory and insurance brokerage, operating as a division of Patriot Growth Insurance Services. It designs, brokers, and manages group health, dental, vision, life, disability, PEO, and alternative funding solutions for employers ranging from small businesses to large enterprises.

Ownership category

akta.pro rank

Product category

Employee Benefits Brokerage

NAICS

Insurance and Employee Benefit Funds (5251)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

Keywords

• Employee benefits brokerage
• Group health insurance
• Benefits administration
• HR consulting services
• PEO solutions

Headquarters

HQ city

Woodbridge

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, Technology or R&D, Others

Revenue model

1. Benefits Consulting and Brokerage Commissions: Campbell Petrie operates as an insurance benefits advisor and broker, earning commissions from insurance carriers for placing employee benefits coverage including group health, dental, vision, life insurance, disability insurance, and voluntary benefits. They also earn fees for PEO placement services and alternative funding solutions.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Campbell Petrie is an employee benefits advisory and insurance brokerage firm that helps business owners and executives design, implement, and manage employee benefits programs including group health, dental, vision, life, disability, executive, and voluntary benefits. The firm also provides PEO placement services, alternative funding solutions (self-funding and captives), and a suite of HR productivity tools for benefits administration, compliance, performance management, salary benchmarking, and payroll.

Product overview

Campbell Petrie is an employee benefits advisory firm offering a comprehensive suite of insurance and HR productivity solutions. The core portfolio includes group health benefits (major medical, dental, vision, life, disability, executive, and voluntary insurance) alongside professional employer organization (PEO) and alternative funding solutions (self-funding, captives). The HR productivity suite encompasses a Benefits Administration platform featuring an online enrollment dashboard, Compliance Solutions for federal contractors, Performance Review Builders, Law Comparison Tools, Salary Benchmarking (covering 800+ job descriptions), Payroll Solutions, and Job Description Builder. Education and training tools include Online Training Tools (COBRA, FMLA advisors), HIPAA ERISA Compliance, 5500 Tax Group filing services, Resource Library, and Monthly Webinars. The Bernie Portal serves as the primary online enrollment and client management platform. These products function as an integrated benefits management ecosystem designed for businesses ranging from small employers to large companies.

Differentiator

Problem solved

Functional benefit

Products and services

• Group Health Benefits Major medical health insurance plans including self-funding, captives, PEO solutions, small group plans, consumer-driven health plans, and prescription benefit carve-outs designed to help employers manage costs and compliance.
• Dental Benefits Dental insurance plans available as employer-paid or voluntary options, including fully insured and self-funded arrangements for groups.
• Vision Benefits Vision insurance covering exams, glasses, and surgery, designed to complete a comprehensive benefits package at minimal cost.
• Life Insurance Life and disability insurance options offered on a voluntary basis with guaranteed issue provisions requiring no additional medical testing.
• Disability Insurance Short-term and long-term disability coverage including benefit selection, funding options, and coordination of benefits services.
• Executive Benefits Executive compensation packages including non-cash privileges, perks, and indirect pay designed to supplement base salary and annual cash incentives.
• Voluntary Benefits Worksite voluntary benefit programs that provide value-add to employees at no cost to the employer, allowing employees to select programs complementing their core benefit plan.
• PEO Services Professional employer organization services enabling cost-effective outsourcing of human resources, employee benefits, payroll, and workers' compensation with access to volume discounts through a co-employment model with 700+ PEO providers.
• Alternative Funding Solutions Self-funding and captive insurance solutions offering tax savings, reduced carrier margins, and customizable plan designs with access to Blue Cross, Aetna, Cigna, and United provider networks.
• Benefits Administration Platform Online benefits administration platform offering enrollment, onboarding, compliance management capabilities, and a dashboard for tracking company enrollment progress.
• Performance Review Builder Step-by-step tool generating professionally developed performance appraisals with 20 performance categories including Job Knowledge, Quality of Work, Problem Solving, Judgment, Attendance, and Communication Skills.
• Law Comparison Tool Side-by-side chart tool for viewing labor laws across multiple states, downloadable to Microsoft Word.
• Salary Benchmarking Compensation and pay structure tool covering over 800 job positions and 50,000+ job titles with national, state, and metro area salary data.
• Payroll Solutions Customized payroll processing, human resource, and employer solutions with accurate assessments and efficient handling of all payroll processes.
• Job Description Builder Tool using federal O*NET database to generate standard job descriptions, creatable and downloadable to Word.
• Online Training Tools HR tools including COBRA Advisor, Employee Cost Calculator, Federal Poster Advisor, FMLA Advisor, HR Self-Assessment, Interview Question Builder, Salary Benchmarking Tool, and Steps to Success Interactive Guides.
• HIPAA ERISA Compliance Compliance support services for navigating HIPAA and ERISA requirements with a proactive approach to keeping companies protected.
• 5500 Tax Group Filing Services Employee benefit plan tax filing services handling complex tax compliance and ever-changing benefit tax requirements through partnership with 5500 Tax Group.
• Compliance Solutions Federal contractor compliance assistance providing guidance on equal employment opportunity laws and regulations enforced by the DOL's Office of Federal Contract Compliance Programs.
• Bernie Portal Online enrollment and benefits administration platform used by Campbell Petrie to assist clients with enrollment, renewals, and benefits administration.

Quantifiable outcome

• 20-30% savings on prescription benefits with stand-alone prescription benefit plans
• +4 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

Five partnerships are on record, tiered core and supporting.

• TRUE Network of AdvisorscoreStrategic or Co-development PartnerTRUE Network of Advisors is a nationwide exclusive group of independent benefit consulting firms. A TRUE Network Advisor has deep roots in the local community with all the tools, resources and negotiating strength of a national organization. Campbell Petrie is affiliated with this network comprising 81 partner agencies, 133 offices coast to coast, and 1609 professionals.
• 5500 Tax GroupcoreImplementation/ SI/ Consulting PartnerCampbell Petrie works with 5500 Tax Group for employee benefit plan filings. 5500Tax Group provides specialized knowledge in complexities of benefit plans, removing headaches of complex tax filings and ever-changing employee benefit tax compliance issues.
• PEO Providers (700+)coreChannel Partner/ Reseller/ DistributorCampbell Petrie works with over 700 Professional Employer Organizations in the marketplace. With over 20 years combined experience and top level partnerships with all major PEOs, they have insider knowledge to find the most cost-effective PEO solution for clients.
• Blue Cross, Aetna, Cigna, United HealthcarecoreTechnology or IntegrationAlternative funding solutions available through major provider networks including Blue Cross, Aetna, Cigna, and United provider networks. Networks available for plan design matching or enhancing current copayments, deductibles and coinsurance.
• Bernie PortalsupportingTechnology or IntegrationOnline platform used by Campbell Petrie to assist clients with enrollment, renewals, and benefits administration. Jeffrey Maher serves as Pre-Sale Consultant helping clients enroll in the Bernie Portal platform.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Acrisure: Acrisure is a large, tech-enabled insurance brokerage with broad commercial and benefits capabilities, overlapping with Campbell Petrie's group health brokerage but at vastly greater scale.
• Lockton Companies: Lockton is a major independent insurance brokerage with strong employee benefits and alternative funding capabilities, comparable to Campbell Petrie's consultative, mid-to-large employer focus.
• Arthur J. Gallagher & Co. Gallagher is a global insurance brokerage and risk management firm with a substantial employee benefits consulting practice that competes with Campbell Petrie on large-group benefits and alternative funding.

Direct peers

• Brown & Brown: Brown & Brown is a diversified insurance brokerage with significant employee benefits and alternative funding expertise, comparable to Campbell Petrie's mix of fully-insured and self-funded placements.
• NFP: NFP is a mid-market insurance brokerage and benefits consultant with deep PEO placement practice and proprietary benefits administration technology, directly comparable on bundled benefits + PEO + tech offerings.
• Hub International: Hub International is a North American insurance brokerage with strong mid-market employee benefits and PEO-adjacent practices, similar in segment focus and consultative sales motion to Campbell Petrie.
• USI Insurance Services: USI is a large US insurance brokerage with a dedicated employee benefits practice serving mid-to-large employers, comparable in service mix including group health, voluntary, and alternative funding solutions.
• OneDigital: OneDigital is an employee benefits and HR consulting firm that combines benefits brokerage with HR technology and advisory services for mid-market and large employers, mirroring Campbell Petrie's bundled benefits + HR productivity positioning.
• CBIZ Benefits & Insurance Services: CBIZ provides employee benefits brokerage alongside HR and payroll consulting for mid-market employers, highly comparable to Campbell Petrie's bundled benefits + HR productivity + compliance positioning.

Others

• Patriot Growth Insurance Services: Patriot Growth Insurance Services is the parent organization of Campbell Petrie and an active acquirer of insurance agencies; relevant as the corporate acquirer/platform rather than a direct competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/campbellpetrieinc
• LinkedInlinkedin.com/company/campbellpetrieinc

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Campbell Petrie