Theodore Group
- Company typePrivate
- Founded2009
- HeadquartersKissimmee, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Theodore Group firmographics
Firmographics- Name
- Theodore Group
- Legal name
- The Theodore Group
- Website
- https://theodoregroup.info
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Where Theodore Group is headquartered
LocationHeadquarters
- HQ city
- Kissimmee
- HQ country
- United States
- HQ region
- North America
Markets served
Theodore Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Insurance Agent Licensing and Commission Revenue: The Theodore Group appears to generate revenue by recruiting and training insurance agents who then write insurance policies. The company likely earns commissions or referral fees from insurance carriers when agents place business. The website provides carrier information and trains agents on insurance products (quoters and products), suggesting a commission-based revenue model tied to agent production.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Theodore Group product offering
Product offeringCore offering
Theodore Group is an insurance agency that recruits, trains, and supports independent insurance agents specializing in mortgage protection, final expense, and advanced markets. Its core offering is the 7-Step Fast Start Training program for new agents, supplemented by sales and underwriting tools, lead generation resources, ongoing training calls, and carrier information. Agents who complete training operate independently, writing insurance policies directly to consumers and generating commission-based revenue for the organization.
Product overview
Theodore Group is an insurance agency that operates as a platform-plus-training organization. Its core offering is a 7-Step Fast Start Training program designed to onboard and develop new insurance agents, supported by supplementary resource tools including Advisor Pro, Sales & UW Tools, Legacy SafeGuard Training, Training Calls, and Carrier Information. The company connects insurance agents with carriers and provides tools for lead generation, sales automation, and client management.
Differentiator
Problem solved
Functional benefit
Brands
- Fast Start Training: A 7-step training program for new agents covering contracting, business overview, goals & schedule, leads, dial training & scripts, quoters & products, and sales tools & running appointments.
Products and services
- 7-Step Fast Start Training A seven-step structured training program for new insurance agents covering contracting, business overview, goals and scheduling, lead generation, dial training and scripts, quoters and products, and sales tools and running appointments.
- Advisor Pro A sales and productivity tool for advisors offered as part of Theodore Group's resource offerings for independent insurance agents.
- Sales & UW Tools Sales and underwriting tools provided as a resource for agents within the Theodore Group platform.
- Legacy SafeGuard Training Training resource for Legacy SafeGuard products offered as additional training materials for agents.
- Training Calls Ongoing training call sessions for agent development and skill enhancement.
- Carrier Info Information resources about insurance carriers available through the Theodore Group, supporting agents in selecting and working with carriers.
Quantifiable outcome
- 68,724 clients protected through the Theodore Group agent network
- +3 more outcomes
Companies that use Theodore Group
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles1 record
Theodore Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Theodore Group partnerships and signals
Strategic signalScale indicators4 records
Recent moves5 records
Expansion highlights3 records
Theodore Group competitors and assessment
Company assessmentEmerging players
- F&G Annuities & Life: F&G is a growing life insurance and annuity carrier with strong final expense product offerings distributed through IMO partnerships; it represents an emerging carrier partner that competes for the same agent relationships and end-customer wallet.
Direct peers
- Symmetry Financial Group: Symmetry Financial Group is a large insurance IMO that recruits, trains, and supports independent life insurance agents with a focus on mortgage protection, final expense, and advanced markets — directly competing with Theodore Group for the same agent pool and end-consumer households.
- Family First Life: Family First Life is an IMO that recruits and trains independent agents focused on mortgage protection, final expense, and retirement income products — directly competing with Theodore Group for both agent recruits and policyholders in the same product niche.
- Primerica: Primerica is a large publicly-traded financial services company that distributes life insurance and investment products through a network of independent representative agents, with a middle-income household focus that closely overlaps Theodore Group's mortgage protection clientele.
- World Financial Group: WFG is one of the largest IMOs in North America, recruiting and training independent financial professionals who sell life insurance, retirement, and investment products; its multi-level agent development model directly parallels Theodore Group's training-led distribution approach.
Broad incumbents
- Integrity Marketing Group: Integrity is a leading insurance distribution platform that owns and operates a portfolio of IMOs and FMOs; Theodore Group appears affiliated via shared privacy infrastructure, and Integrity represents the broader platform competitor that aggregates scale Theodore Group cannot match independently.
- Globe Life: Globe Life operates direct-to-consumer life insurance subsidiaries (including Globe Life and Liberty National) with significant final expense and simplified issue exposure, competing directly with Theodore Group agents for the same middle-income household market.
- Mutual of Omaha: Mutual of Omaha is a major insurance carrier with a long-running direct-response life insurance business including final expense and simplified issue products — competing for the same end customers via carrier-direct channels that bypass IMOs entirely.
- Colonial Penn: Colonial Penn is a carrier specializing in life insurance products marketed to the 50+ demographic via direct response and television advertising — overlapping Theodore Group's final expense product positioning with a much larger advertising-driven acquisition engine.
- Bankers Life: Bankers Life is a life and health insurance carrier that uses captive and independent agent distribution focused on the senior market — overlapping Theodore Group's final expense and advanced markets positioning with a national branch footprint.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Customer concentration
Theodore Group social profiles
Digital presenceTheodore Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Theodore Group leadership team
Management profileNumber of profiles
Profiles2 records
Theodore Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Theodore Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Theodore Group
What does Theodore Group do?
Theodore Group is an insurance agency that recruits, trains, and supports independent insurance agents specializing in mortgage protection, final expense, and advanced markets. Its core offering is the 7-Step Fast Start Training program for new agents, supplemented by sales and underwriting tools, lead generation resources, ongoing training calls, and carrier information. Agents who complete training operate independently, writing insurance policies directly to consumers and generating commission-based revenue for the organization.
Is Theodore Group a public or private company?
Theodore Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Theodore Group founded?
Theodore Group was founded in 2009. It employs 11 to 50 people.
Where is Theodore Group based?
Theodore Group is headquartered in Kissimmee, United States, in the North America region.
How does Theodore Group make money?
One revenue line is on record: insurance Agent Licensing and Commission Revenue.
Who are Theodore Group's main competitors?
F&G Annuities & Life is listed as an emerging player. Direct peers are Symmetry Financial Group, Family First Life, Primerica and World Financial Group. Broad incumbents are Integrity Marketing Group, Globe Life, Mutual of Omaha, Colonial Penn and Bankers Life.
Does Theodore Group have an API?
No public API is recorded for Theodore Group.