Allen & Associates Insurance Services

What Allen & Associates Insurance Services does

Allen & Associates Insurance Services is a privately held, full-service insurance brokerage headquartered at 15130 Ventura Blvd., Suite 230, in Sherman Oaks, California. Founded in August 2008 through the combination of SDG Insurance Services (established 1998 by Diana Ghahremanpour) and the original Allen & Associates Insurance Services, the firm is co-led by Diana M. Ghahremanpour (President) and Sepideh S. Ghahremanpour (CEO). The company is small, with firmographic headcount reported at 1–10 employees, and operates primarily in the California market with no disclosed geographic expansion outside the state.

The firm offers two product suites: a personal insurance line covering auto, homeowners/condo, earthquake, renters, scheduled jewelry, personal umbrella, watercraft/recreational vehicles, medical, life, dental, vision, disability, long-term care, supplemental, and notary services; and a business insurance line covering general liability, professional liability, D&O, workers compensation, surety bonds, commercial auto, group life/health/disability, business travel/accident, executive benefits, dependent life, FSAs, Section 125 plans, and prepaid legal. The firm holds direct appointments with established insurance carriers as well as managing general agencies and wholesalers, and maintains specialized expertise in industries including Aviation, Construction, Home Health Care, Physician/Surgery Centers, Real Estate/Property Management, Roofing, Security Services, and Traffic/Driving Schools.

Allen & Associates generates revenue through commissions on insurance policies placed with carriers (transaction-fee model). Pricing is quote-based and customized per client; no public pricing tiers exist. The go-to-market is sales-led and relationship-driven, with the company website serving as a mid-funnel information/quote-request channel and direct phone/email contact as the bottom-of-funnel conversion mechanism. No funding rounds, institutional investors, parent company, or acquisition activity have been disclosed since the 2008 formation. The firm's website carries a 2012 copyright notice, indicating limited digital investment in over a decade.

Name

Allen & Associates Insurance Services

Legal name

Allen & Associates Insurance Services

Website

https://allenais.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

Allen & Associates Insurance Services is a privately held, full-service insurance brokerage in Sherman Oaks, California, co-founded in 2008 by Diana Ghahremanpour and Sepideh Ghahremanpour. The firm places personal and commercial lines via direct carrier appointments, serving individuals, small-to-mid-size businesses, and specialized verticals.

Ownership category

akta.pro rank

Product category

Insurance Brokerage Services

NAICS

Insurance Agencies and Brokerages (52421)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Retail (Personal Lines) Insurance Brokerage (FSAEADAA)

akta.pro secondary industry

Insurance Program Administration & MGA/MGU Services (FSAEADAK)

Keywords

• Insurance brokerage services
• Personal insurance coverage
• Commercial insurance coverage
• Employee benefits insurance
• Property casualty insurance

Headquarters

HQ city

Sherman Oaks

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, Others

Revenue model

1. Insurance Brokerage Services: As a full-service insurance brokerage, Allen & Associates earns revenue through commissions from insurance carriers for placing policies with clients. The firm has direct appointments with established insurance carriers as well as managing general agencies and wholesalers.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Allen & Associates Insurance Services is a full-service insurance brokerage that places personal and commercial insurance policies on behalf of clients through direct appointments with multiple established carriers, managing general agencies, and wholesalers. The firm designs customized personal insurance programs (auto, homeowners, life, etc.) and commercial insurance programs (general liability, workers compensation, group benefits, etc.) for individuals, families, and small-to-mid-size businesses, earning commissions from the carriers that underwrite the policies.

Product overview

Allen & Associates Insurance Services is a full-service insurance brokerage firm that operates as a single unified service rather than a platform-plus-modules architecture. The company offers two main insurance product categories: Personal Insurance products (Personal Auto, Homeowners/Condo, Earthquake, Renters, Scheduled Jewelry, Personal Umbrella, Watercraft/Recreational Vehicles, Medical, Life, Dental, Vision, Disability, Long Term Care, Supplemental, and Notary Services) and Business Insurance products (General Liability, Professional Liability, Directors & Officers, Workers Compensation, Bonds, Commercial Automobile, Group Life/Health/Disability, Business Travel/Accident, Executive Benefits, Dependent Life, FSA, Section 125, and Prepaid Legal). The company also provides access to insurance carriers through direct appointments and manages general agencies/wholesalers. Founded in August 2008 through the combination of SDG Insurance Services and Allen & Associates Insurance Services, the firm leverages 20+ years of industry experience to deliver insurance solutions to individuals and businesses across multiple industries including Aviation, Construction, Home Health Care, Real Estate, and more.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Auto Insurance Vehicle insurance coverage for personal automobiles protecting against accidents, liability, and property damage. Designed for individual consumers and families.
• Homeowners / Condo Insurance Property coverage protecting homeowners and condo owners against damage to dwellings and personal belongings. Designed for individual property owners.
• Earthquake Insurance Specialized coverage for earthquake-related damage to residential properties. Designed for homeowners in seismically active regions.
• Renters Insurance Coverage for tenants protecting personal belongings and liability within rented residences. Designed for individuals renting their primary residence.
• Scheduled Jewelry Insurance High-value item coverage for jewelry with specified coverage amounts and appraisal documentation. Designed for individuals with valuable jewelry collections.
• Personal Umbrella Insurance Excess liability coverage providing additional protection beyond standard policy limits. Designed for individuals and families seeking higher liability protection.
• Watercraft / Recreational Vehicles Insurance Coverage for boats, jet skis, motorhomes, and other recreational vehicles. Designed for individuals who own watercraft or recreational vehicles.
• Medical Insurance Health coverage for medical expenses and healthcare services. Designed for individuals and families seeking personal health coverage.
• Life Insurance Financial protection for beneficiaries upon the policyholder's death. Designed for individuals and families seeking to protect their dependents.
• Dental Insurance Coverage for dental care services, preventive care, and procedures. Designed for individuals and families.
• Vision Insurance Coverage for eye exams, glasses, contacts, and vision correction services. Designed for individuals and families.
• Disability Insurance Income replacement coverage for individuals unable to work due to illness or injury. Designed for working individuals seeking income protection.
• Long Term Care Insurance Coverage for extended care services including nursing homes, assisted living, and in-home care. Designed for individuals planning for extended care needs.
• Supplemental Insurance Additional coverage policies supplementing primary health insurance for out-of-pocket expenses. Designed for individuals seeking to reduce out-of-pocket medical costs.
• General Liability Insurance Coverage protecting businesses against third-party claims for bodily injury, property damage, and advertising injury. Designed for businesses of all sizes.
• Professional Liability Insurance Errors and omissions coverage protecting professionals against negligence claims and malpractice suits. Designed for professional service firms and individual practitioners.
• Directors & Officers Insurance Coverage protecting corporate executives and board members from personal liability in lawsuits. Designed for corporations and their leadership.
• Workers Compensation Insurance Coverage for employee workplace injuries and occupational diseases. Designed for businesses with employees.
• Surety Bonds Surety bonds including contract bonds, commercial bonds, and fidelity bonds for business obligations. Designed for businesses requiring bonded obligations.
• Commercial Automobile Insurance Fleet and commercial vehicle coverage for business-owned automobiles and trucks. Designed for businesses operating commercial vehicles.
• Group Life, Health & Disability Insurance Employee benefit packages including life, health, and disability coverage for businesses. Designed for employers providing employee benefits.
• Business Travel / Accident Insurance Coverage for employees traveling on business for accidents, medical emergencies, and trip interruptions. Designed for businesses with traveling employees.
• Executive Benefits Insurance Supplemental benefits and deferred compensation plans for key executives. Designed for businesses seeking to provide enhanced executive compensation packages.
• Dependent Life Insurance Life coverage for employees' dependents as part of group benefit packages. Designed for employers providing dependent life coverage.
• Flexible Spending Account (FSA) Pre-tax benefit accounts allowing employees to set aside funds for qualified healthcare and dependent care expenses. Designed for employers offering FSA benefits.
• Section 125 Cafeteria Plans Employer-sponsored benefit plans allowing employees to choose from pre-tax compensation options. Designed for businesses offering flexible benefit choices.
• Prepaid Legal Insurance Legal services coverage providing access to attorneys and legal consultation for covered matters. Designed for employers offering legal benefits to employees.
• Notary Services Document notarization services provided as an ancillary offering for personal and business clients.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• SDG Insurance ServicescoreStrategic or Co-development Partner · 1 August 2008SDG Insurance Services combined operations with Allen & Associates Insurance Services in August 2008 to form the current company. Diana Ghahremanpour, who founded SDG Insurance Services in 1998, became President and co-founder of the combined entity.
• Insurance Carriers (various)coreChannel Partner/ Reseller/ DistributorAllen & Associates has direct appointments with a variety of established insurance carriers. These carrier relationships enable the brokerage to offer diverse coverage options to clients across personal and commercial insurance lines.

Scale indicators2 records

Recent moves2 records

Broad incumbents

• Hub International: North American insurance brokerage with strong personal, commercial, and benefits capabilities; broad incumbent that competes with regional independents in California and beyond for SMB and middle-market clients.
• Brown & Brown Insurance: Large publicly traded insurance brokerage with significant retail and specialty operations; comparable business model and customer overlap with Allen & Associates' commercial and personal lines practice.
• Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm with a major personal/commercial and benefits practice; CEO's prior employer and a broad incumbent whose brokerage segment competes with Allen & Associates for California SMB accounts.

Emerging players

• Acrisure: Rapidly growing insurance brokerage rollup combining commercial, personal, and benefits distribution; comparable as a competitor acquiring small agencies and competing for SMB and specialty accounts.

Direct peers

• Bolton & Company: Employee-owned California insurance brokerage offering commercial and personal lines plus employee benefits; directly comparable given that the CEO worked there and the firm operates in the same regional, multi-line brokerage niche.
• Leavitt Group: Network of partner-owned insurance agencies across the western U.S. providing commercial, personal, and benefits coverage; comparable as a mid-size multi-line brokerage with a similar relationship-led service model.
• ABD Insurance & Financial Services: Independent insurance brokerage serving mid-market and personal clients; CEO Sepideh Ghahremanpour previously worked there, making it a directly comparable California-headquartered brokerage with a similar personal-and-commercial offering.
• Woodruff Sawyer: California-based commercial insurance brokerage focused on mid-market businesses; comparable as a regional broker with similar personal-and-commercial product breadth and a specialty-driven approach.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Allen & Associates Insurance Services