PDL Insurance Agency

What PDL Insurance Agency does

PDL Insurance Agency is a privately held insurance brokerage founded in 2014 and based in Montvale, New Jersey, with 11–50 employees. The agency distributes three lines of insurance — Commercial Insurance, Group Benefits, and Personal Insurance — to small-to-large businesses, high-net-worth individuals and families, and employees covered under group benefits packages. Its personal lines target owners of multiple properties, vintage automobiles, valuable collectibles, yachts, and personal aircraft, with emphasis on personalized liability and security solutions. The commercial offering focuses on coverage gap identification and portfolio streamlining for businesses of varying scale.

Operationally, PDL functions through a partnership with Madison Alliance Insurance Agency, LLC (established 1998, headquartered in Cedar Knolls, NJ). The partnership combines Paul Leshinsky's localized client relationships with Madison's broader carrier relationships and industry expertise. Distribution is conducted via direct phone and email outreach, with no digital self-service channel, mobile app, or public-facing technology platform disclosed.

The firm earns revenue through commissions on insurance products placed with carriers — a standard affiliate/referral model for independent agencies. Pricing is quote-based and varies by risk profile, coverage needs, and carrier underwriting, and is not publicly disclosed. Customer segments are approached through a hybrid segmentation strategy, and the agency does not disclose revenue, headcount trend data, or named customer references. There is no indication of venture capital, private equity, or institutional ownership; ownership and control appear to rest with the principal, Paul Leshinsky.

Name

PDL Insurance Agency

Legal name

PDL Insurance Agency

Website

https://pdlinsure.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

PDL Insurance Agency is a privately held New Jersey insurance brokerage that distributes commercial, group benefits, and personal insurance through a partnership with Madison Alliance Insurance Agency, serving businesses, high-net-worth individuals, and families.

Ownership category

akta.pro rank

Headquarters

HQ city

Montvale

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, Others

Revenue model

1. Insurance Agency Commissions: As an insurance agency, PDL Insurance Agency earns commissions from insurance products placed with carriers. Revenue is generated through commissions on commercial, personal, and group benefits insurance policies sold to customers.

Go-to-market motion1 record

Distribution channels1 record

Core offering

PDL Insurance Agency is an independent insurance brokerage that places commercial, personal, and group benefits insurance products on behalf of clients in the New Jersey market. Through a partnership with Madison Alliance Insurance Agency, LLC, the agency underwrites and manages coverage for businesses of varying sizes, employee benefit programs, and high-net-worth individuals with complex personal assets, earning commissions from carriers on the policies placed.

Product overview

Madison Alliance Insurance Agency offers a unified suite of insurance solutions organized into three core product lines: Commercial Insurance for business coverage and risk management, Group Benefits for employee benefits packages, and Personal Insurance for individual and family protection including high-value assets. The partnership with PDL Insurance Agency enhances the portfolio by combining local experience with broader resources and industry expertise.

Differentiator

Problem solved

Functional benefit

Products and services

• Commercial Insurance Commercial coverage meticulously designed to suit business needs, including thorough evaluation of existing coverage, identification of coverage gaps, and determination of optimal insurance amounts to safeguard companies. Streamlines the assortment of policies into a single solution regardless of business scale and helps reduce employee-related risks and costs.
• Group Benefits Group insurance and employee benefits packages designed to support businesses and their employees, covering health coverage, dental, vision, and additional benefits tailored to team needs from small startups to large corporations. Crafted to align with company culture and goals to enhance employee well-being, job satisfaction, and retention.
• Personal Insurance Comprehensive personal insurance coverage tailored to unique needs of high-net-worth clients, covering multiple properties with domestic staff, vintage automobiles, valuable collectibles, and luxury assets such as yachts or personal aircraft. Includes personalized liability and security solutions aligned to the client's lifestyle.

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

One partnership is on record.

• Madison Alliance Insurance AgencycoreStrategic or Co-development PartnerPDL Insurance Agency has partnered with Madison Alliance Insurance Agency, LLC to offer more competitive options and added flexibility to meet insurance needs. The partnership combines PDL's local experience and personal commitment with Madison's broader resources and industry expertise. Madison specializes in comprehensive insurance solutions for businesses, individuals, and families, with a proven track record since 1998 in designing coherent insurance coverage for complex portfolios. Contact through Paul Leshinsky at PDL.

Scale indicators1 record

Recent moves1 record

Expansion highlights2 records

Direct peers

• Madison Alliance Insurance Agency: PDL's strategic partner and de facto parent platform. Operates the same three-pillar (Commercial, Group Benefits, Personal) agency model out of Cedar Knolls, NJ, with comparable HNW and complex-portfolio positioning — PDL essentially runs as a producer arm of Madison Alliance.
• Higginbotham: Mid-to-large independent insurance brokerage offering commercial, personal, and employee benefits products with a strong relationship-led service model. Comparable to PDL in product mix and emphasis on complex commercial accounts.
• Alera Group: National insurance, benefits, and wealth services firm formed by aggregating regional agencies. Highly comparable product portfolio (commercial P&C, group benefits, personal lines) and similar partnership/affiliation ethos as PDL's Madison Alliance arrangement.
• World Insurance Associates: Acquisitive insurance agency and brokerage network offering personal, commercial, and benefits products across multiple U.S. regions. Highly comparable to PDL's general-agency brokerage model and the kind of consolidator that could absorb a small NJ shop like PDL.
• Keystone Agency Partners: Independent insurance agency platform built through partnerships and minority recapitalizations of regional agencies. Comparable because PDL's relationship with Madison Alliance mirrors Keystone's partnership/affiliation model with regional producers.
• One80 Intermediaries: Specialty insurance agency and brokerage platform offering both admitted and non-admitted/complex commercial placements. Comparable to PDL's positioning in complex, non-standard commercial accounts where standard markets fall short.
• RPS (Risk Placement Services): Wholesale brokerage and binding authority platform for agents seeking complex and excess & surplus lines placements. Comparable to the upstream role Madison Alliance plays for PDL in enabling complex-portfolio solutions.

Broad incumbents

• Acrisure: Global insurance brokerage and fintech platform built by rolling up regional agencies. Provides a useful comparable for the aggregator/roll-up model that PDL could either be acquired by or emulate at a much smaller scale.
• Marsh McLennan Agency: Middle-market-focused brokerage arm of Marsh McLennan offering commercial, benefits, and personal lines. Comparable in serving complex commercial and HNW clients, but at much larger scale and with national employer benefits capability.
• Brown & Brown: Large public insurance brokerage offering commercial, personal, and benefits products nationally. Overlaps with PDL across the full product set, but operates at vastly greater scale and breadth — serves as a benchmark incumbent for PDL's eventual expansion path.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/pdlinsure
• LinkedInlinkedin.com/company/pdl-insurance-agency

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 PDL Insurance Agency