Shared Alliance Insurance

What Shared Alliance Insurance does

Shared Alliance Insurance, Inc. is a privately held independent insurance agency founded in 2012 by Zach Bartness and headquartered at 110 Edinburgh Ct, Suite A, Greenville, SC (Taylors mailing address). The firm is licensed as a Property & Casualty and Life & Health agent across four Southeast states — South Carolina, North Carolina, Georgia, and Tennessee — and serves individuals, families, and small to mid-sized businesses seeking personal and commercial coverage.

The agency's product portfolio spans auto, home, life, pet, wedding and event, and bonds on the personal side, and general liability, property, commercial auto, worker's compensation, cyber liability, management liability, EPLI, and professional/malpractice coverage on the commercial side. As an independent agent rather than a captive agent, Shared Alliance represents a multi-carrier panel that includes Travelers, Safeco, Liberty Mutual, The Hartford, Progressive, Nationwide, Chubb, Accident Fund, Foremost, ASI, Bankers, Encompass, and National Security Group; it is also a member of the Trusted Choice and Assure Alliance networks. Distribution is predominantly direct-sales via four identified staff members (Zach Bartness — President & CEO; Brad Easler — Account Executive; Kevin Goodlett — Account Manager; Daniel Dal Poggetto — Commercial Account Executive), with online instant-quote intake via Typeform and SEO/blog content marketing as supporting channels.

The firm is founder-owned and operated, with no disclosed private equity or institutional investment, no subsidiaries, no M&A activity, and no public financials. Revenue is generated via commissions on carrier premiums across the personal and commercial book of business, with customer testimonials indicating policyholder savings of over $1,000 per year when switching. Operationally, the agency is small (1-10 employee range) and has navigated the COVID-19 shift to remote service since March 16, 2020, while continuing to extend its product set into specialty lines such as cyber liability and pet insurance.

Name

Shared Alliance Insurance

Legal name

Shared Alliance Insurance, Inc.

Website

https://sharedalliance.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

Shared Alliance Insurance is a privately held independent insurance agency founded in 2012 and based in Greenville, SC, serving individuals, families, and small-to-mid businesses across South Carolina, North Carolina, Georgia, and Tennessee via a multi-carrier panel.

Ownership category

akta.pro rank

Headquarters

HQ city

Taylors

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Insurance Carrier Commissions: As an independent insurance agency, Shared Alliance Insurance earns commissions from insurance carriers for policies sold. Commissions are typically a percentage of the premium paid by customers. The agency represents multiple insurance companies, providing maximum choice and flexibility for clients while earning commissions across various product lines including auto, home, business, life, and cyber liability insurance.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Shared Alliance Insurance is an independent insurance agency that places and services personal and commercial insurance policies on behalf of multiple national and regional carriers. The agency matches customers to coverage from carriers such as Travelers, Safeco, Liberty Mutual, The Hartford, Progressive, Nationwide, Chubb, and others across lines including auto, home, business, cyber liability, worker's compensation, life, wedding/event, pet insurance, and bonds, and earns commissions on the resulting policies.

Product overview

Shared Alliance Insurance is an independent insurance agency offering a comprehensive portfolio of personal and business insurance products. The company provides auto, home, business, cyber liability, life, worker's compensation, wedding/event, pet insurance, and bonds. As an independent agency, they represent multiple insurance carriers to provide maximum choice and flexibility for clients. The product portfolio includes core personal lines (auto, home, life, pet), commercial lines (business, worker's comp, cyber liability), and specialty products (wedding/event, bonds).

Differentiator

Problem solved

Functional benefit

Products and services

• Auto Insurance Budget-friendly auto insurance options providing necessary coverage to fit various lifestyles, including liability, uninsured/underinsured motorist, and physical damage coverage, for individual drivers and families.
• Home Insurance Comprehensive home insurance policies covering property, buildings, and personal belongings against damage or theft, for buyers, builders, or renters.
• Business Insurance Commercial insurance protecting businesses and assets from losses, including general liability, property coverage, commercial auto, worker's comp, and cyber liability, for small-to-large business clients.
• Cyber Liability Insurance Coverage for financial losses resulting from data breaches and cyber-related events, including first- and third-party coverage for theft or breach of data, for any business that collects, stores, or receives personal information.
• Life Insurance Affordable life insurance policies offering benefits for individuals and families at competitive costs.
• Wedding & Event Insurance Insurance coverage protecting special events and weddings against unexpected circumstances and cancellations.
• Pet Insurance Insurance coverage helping pet owners manage unexpected veterinary costs for dogs and cats due to illness or injury.
• Worker's Compensation Coverage protecting businesses and employees, covering medical expenses, lost wages, and rehab expenses when an employee is injured on the job.
• Bonds Bond products for various business and personal needs.

Quantifiable outcome

• Customers can save over $1,000 per year on insurance premiums by switching to coverage through Shared Alliance

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

16 partnerships are on record, tiered core and minor.

• TravelerscoreChannel Partner/ Reseller/ DistributorMajor national insurance carrier providing commercial and personal insurance products. Offers extended hours of service for policy needs outside office hours. Partners include commercial claims, commercial billing, personal claims, and personal billing services.
• Safeco InsurancecoreChannel Partner/ Reseller/ DistributorCarrier partner honoring Brad Easler with Award of Distinction, Producer of the Year in 2021. National insurance provider offering personal and commercial products.
• Liberty MutualcoreChannel Partner/ Reseller/ DistributorMajor national insurance carrier providing auto, home, and business insurance products through the agency.
• The HartfordcoreChannel Partner/ Reseller/ DistributorNational insurance carrier offering commercial and business insurance products. Provides business insurance solutions for agency clients.
• ProgressivecoreChannel Partner/ Reseller/ DistributorMajor auto and personal lines insurance carrier. One of the largest insurance carriers in America providing competitive auto rates.
• NationwidecoreChannel Partner/ Reseller/ DistributorNational insurance carrier offering commercial services and personal insurance products. Also provides pet insurance through partnership with agency.
• MSA (Midwest Security Assurance)minorChannel Partner/ Reseller/ DistributorInsurance carrier providing billing and services for policyholders. Offers commercial and personal coverage options.
• ChubbcoreChannel Partner/ Reseller/ DistributorPremier insurance carrier specializing in commercial and personal insurance for high-value assets and complex risks.
• Accident FundminorChannel Partner/ Reseller/ DistributorWorkers compensation and commercial insurance carrier providing coverage for business clients.
• Foremost InsuranceminorChannel Partner/ Reseller/ DistributorSpecialty insurance carrier offering coverage for unique risks including mobile home, landlord, and specialty property insurance.
• American Strategic Insurance (ASI)minorChannel Partner/ Reseller/ DistributorPersonal lines insurance carrier specializing in home insurance products.
• Bankers InsuranceminorChannel Partner/ Reseller/ DistributorRegional insurance carrier providing personal and commercial insurance products.
• Encompass InsuranceminorChannel Partner/ Reseller/ DistributorPersonal insurance carrier offering auto and home coverage with bundle options.
• National Security GroupminorChannel Partner/ Reseller/ DistributorRegional insurance carrier providing billing and services for policyholders.
• Trusted ChoicecoreChannel Partner/ Reseller/ DistributorIndependent insurance agency network providing brand credibility, marketing support, and access to additional carrier options. Shared Alliance is a Trusted Choice member agency.
• Assure Alliance NetworkcoreChannel Partner/ Reseller/ DistributorInsurance agency network that increases the number of carriers from which the agency can select the best insurance at the best rates for customer needs.

Scale indicators4 records

Recent moves8 records

Expansion highlights6 records

Broad incumbents

• Brown & Brown: Large publicly traded insurance broker with national personal, commercial, and specialty practices. Overlaps on multi-line independent brokerage distribution but operates at vastly larger scale and broader geography than Shared Alliance.
• Arthur J. Gallagher & Co. Global insurance brokerage and risk-management firm with deep commercial lines capabilities. Serves as a benchmark incumbent broker whose commercial offerings (workers' comp, cyber, management liability) Shared Alliance distributes through carrier partnerships.
• Marsh McLennan: Global insurance brokerage and risk-management firm with strong commercial and specialty practices. Sets the benchmark broker competitive context, particularly for Shared Alliance's higher-margin commercial and cyber lines.

Direct peers

• Brightway Insurance: Franchise-based independent insurance agency representing multiple carriers for personal and commercial lines. Closely mirrors Shared Alliance's independent multi-carrier model, SMB and personal customer segments, and referral-driven growth playbook.
• The Hilb Group: Regional independent insurance and employee benefits brokerage operating across the U.S. Southeast and Mid-Atlantic. Comparable mix of personal and commercial coverage, multi-carrier representation, and SMB-focused sales motion.
• Goosehead Insurance: Public independent personal-lines agency that distributes through a franchise/agent network across multiple carriers. Same independent agency model with multi-carrier choice for customers, analogous GTM, and identical product lines (auto, home, life, commercial).
• Acrisure: Large independent insurance brokerage that scaled via acquisitions while staying independent (non-carrier-affiliated). Relevant as an archetype of how an independent agency can compound scale, plus overlaps with Shared Alliance's broad commercial and personal book.
• Insurance Office of America: Privately held independent insurance agency offering personal, commercial, and employee benefits across multiple U.S. states. Closely comparable independent model, similar multi-line product mix, and SMB customer focus in a regional operating footprint.
• Leavitt Group: Regional independent insurance brokerage spanning personal and commercial lines across the Western U.S. Highly comparable multi-carrier independent model with deep carrier relationships, mixed SMB/personal book, and regional operating geography.
• Hub International: Independent insurance brokerage offering personal and commercial lines across North America. Directly comparable independent multi-carrier model with cross-sell across auto, home, business, and specialty lines.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/SharedAlliance
• YouTubeyoutube.com/channel/UCr1xqEBoOrcmKy9fApH7eMA?
• Facebookfacebook.com/upstateins
• LinkedInlinkedin.com/company/shared-alliance-insurance-inc-

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Shared Alliance Insurance