Poole Professional

What Poole Professional does

Brown & Brown, Inc. is a US-domiciled insurance and risk management brokerage founded in 1939 and publicly traded on the NYSE under ticker BRO since 1999. The firm organizes its delivery around three core product lines — Property & Casualty, Employee Benefits, and Personal Lines — supplemented by specialized Captive Insurance, Surety Bonds, Trade Credit Risk Solutions, Financial and Wealth Services, and a Consulting Services practice covering actuarial, healthcare claims audit, health and welfare, M&A, pharmacy, and retirement benefits. It serves clients ranging from complex multinational enterprises to mid-market businesses, individuals, and families, with dedicated field sales teams structured across 22 industry verticals including Agriculture, Construction, Healthcare, Real Estate, Financial Services, Technology, Marine, Aviation, Entertainment, Hospitality, and Wineries.

The company reports $4.3B in 2023 revenue. Its revenue mechanics are commission-based brokerage fees earned from insurance carriers for placing business, plus professional services fees from consulting engagements. Distribution is direct and field-based, organized by industry vertical rather than geography alone, with a 'Connect with Our Team' enterprise CTA. The company operates wholly-owned brokerage entities in the US, Canada, Ireland, and the UK, combining local market presence with global resources, and runs an active M&A program with a dedicated M&A landing page. The technology stack is not explicitly disclosed; the public-facing product set references administration and analytics tools, including Employee Benefits Administration and Technology, Casualty Analytics Solutions, and Natural Catastrophe Modeling, but no proprietary AI or machine-learning platform is described in the source material.

Name

Poole Professional

Legal name

Brown & Brown, Inc.

Website

https://poolepl.com

Company type

Public

Founded year

1939

Operating status

Operating

Headcount range

11–50 employees

Short description

Brown & Brown is a US-based, publicly traded insurance and risk management brokerage offering property & casualty, employee benefits, personal lines, and consulting services across 22 industry verticals and four countries, serving enterprises, mid-market firms, and individuals.

Ownership category

akta.pro rank

Product category

Insurance Brokerage Services

NAICS

Insurance Agencies and Brokerages (524210), Insurance and Employee Benefit Funds (5251)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

akta.pro secondary industries

Management Liability (D&O/EPL/Fiduciary) (FSAJAGAD), Compensation, Benefits & Total Rewards Advisory (BPACAJAG), Compensation, Benefits & Rewards Consulting (BPAHAGAF)

Keywords

• Insurance brokerage services
• Risk management consulting
• Employee benefits solutions
• Commercial insurance programs
• Personal lines insurance

Headquarters

HQ city

Wakefield

HQ country

United States

HQ region

North America

Offices4 records

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. Insurance brokerage commissions: Brown & Brown acts as an insurance broker earning commissions from insurance carriers for placing business. As a brokerage, they facilitate insurance products across property & casualty, employee benefits, and personal lines.
2. Consulting services fees: The company offers consulting services including actuarial services, healthcare claims audit, health and welfare consulting, mergers and acquisitions consulting, pharmacy consulting, and retirement benefits consulting, which generate professional services fees.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Poole Professional is an insurance and risk management brokerage firm that places business with insurance carriers across Property & Casualty, Employee Benefits, and Personal Lines, and earns commissions and consulting fees. The firm also provides Risk Management Services (loss control, safety, risk analytics, claims advocacy, Pro Safety training) and Consulting Services (actuarial, healthcare claims audit, health and welfare, M&A, pharmacy, and retirement benefits). It serves multinational enterprises, mid-market businesses, and individuals through direct sales teams organized by 22 industry verticals across the US, Canada, Ireland, and the UK.

Product overview

Brown & Brown is an insurance and risk management brokerage firm offering a comprehensive platform of insurance, risk management, and employee benefits solutions. The core offering comprises Property & Casualty Insurance, Employee Benefits, and Personal Lines Insurance products, supplemented by specialized Consulting Services. The product portfolio includes distinct modules for Casualty Insurance (with sub-products for workers compensation, general liability, product recall, excess liability, and auto liability), Cyber Insurance, Environmental Liability Insurance, Executive Liability Insurance, Financial and Wealth Services, Multinational Liability Insurance, Personal Lines Insurance (homeowners, auto, umbrella, flood, boats, yachts), Property Insurance (with natural catastrophe modeling, builders risk, marine insurance), Risk Management Services (loss control, safety services, risk analytics), Surety Bonds, Trade Credit Risk Solutions, and Captive Insurance alternatives. The Employee Benefits module includes administration technology, compliance support, data analytics, population health services, pharmacy benefits, voluntary benefits, Medicare solutions, and absence management. Consulting Services span actuarial services, healthcare claims audit, health and welfare consulting, M&A consulting, pharmacy consulting, and retirement benefits consulting. The platform also serves specific industry verticals including Technology and Data Centers.

Differentiator

Problem solved

Functional benefit

Brands

• Pro Safety Services: Risk management and safety training services including a training course catalog for businesses.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights10 records

Direct peers

• Alliant Insurance Services: Specialty insurance brokerage offering P&C, employee benefits, and surety across multiple verticals. Competes directly with Brown & Brown in specialty and industry-segmented accounts.
• Hub International: North American insurance brokerage specializing in middle-market commercial accounts across multiple verticals. Highly comparable to Brown & Brown's mid-market, industry-verticalized motion.
• Arthur J. Gallagher & Co. US-headquartered insurance brokerage and risk management services firm with similar product breadth (P&C, benefits, risk management, consulting) and a comparable mid-market and enterprise focus.
• USI Insurance Services: US-based insurance brokerage serving middle-market and large commercial clients across property & casualty, employee benefits, and personal lines. Closely comparable in scale and product mix.
• Aon plc: Global professional services firm offering insurance brokerage, reinsurance, and human capital consulting. Closest direct competitor across Brown & Brown's full P&C, benefits, and risk advisory stack.
• Willis Towers Watson (WTW): Global advisory, brokerage, and solutions firm operating across insurance, risk, and benefits. Directly competes with Brown & Brown in enterprise risk, employee benefits, and actuarial consulting.
• Marsh McLennan: Largest global insurance brokerage and risk management firm. Directly comparable to Brown & Brown in P&C, employee benefits, and risk consulting; operates at much larger scale with deeper global reach.
• Lockton Companies: Largest privately held insurance brokerage in the US, competing head-to-head with Brown & Brown in enterprise and specialty lines across multiple industries.

Emerging players

• Acrisure: Fast-growing, technology-enabled insurance brokerage built through aggressive M&A. Comparable to Brown & Brown's acquisition-led growth model with a stronger tech and private equity ownership profile.

Broad incumbents

• Truist Insurance Holdings: Insurance brokerage arm of a large bank holding company, competing in commercial P&C, employee benefits, and personal lines. Adjacent competitor with broader financial-services distribution.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/poole_pl
• Facebookfacebook.com/brownbrowninc
• LinkedInlinkedin.com/company/brown-brown
• Instagraminstagram.com/brownbrowninc

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries4 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 Poole Professional