Dream Safe Insurance Solutions

What Dream Safe Insurance Solutions does

Dream Safe Insurance Solutions is a family-owned, independent insurance brokerage founded in 2015 and headquartered at 59 Courtney Lane, Dallas, GA, with a contact presence in the 714 (Fullerton, CA) area. The company operates as a multi-line intermediary distributing third-party insurance products across three core segments: Business Insurance (workers compensation, general liability, D&O, professional and product liability, property, commercial auto), Personal Insurance (home, renters, auto, recreational, life, disability, medical/dental/vision), and Employee Benefits (accident, cancer, critical illness, legal, ID shield, plus enrollment and HR compliance support). It also offers Financial Planning and Estate Planning as adjacent services.

The company does not develop proprietary technology; its "Industry Leading Technology" claim refers to third-party administration and enrollment platforms accessed through carrier and exchange partners. Its primary channel partnership is with CaliforniaChoice, a private health insurance exchange providing access to 8 top California carriers. Revenue is generated through commissions on policies placed with carrier partners, with pricing not publicly disclosed and varying by client circumstances. The company is privately held with no disclosed institutional funding, no parent company, and operates with 1-10 employees on a regional (Southeast US) scope, supplemented by selective California small-group health benefits activity.

Go-to-market is predominantly direct advisory and consultation-driven, supported by a content blog and organic social media presence across Facebook, Twitter, LinkedIn, and Google+. There is no app, no public API, and no evidence of insurtech or AI-driven capabilities. The operational footprint, customer base disclosure, revenue figures, and management team composition are all limited in the public record, and the most recent observable marketing activity (blog posts) dates to November 2017.

Name

Dream Safe Insurance Solutions

Legal name

Dream Safe Insurance Solutions

Website

https://dreamsafe.us

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Dream Safe Insurance Solutions is a family-owned, independent insurance brokerage distributing business, personal, and employee benefits insurance through multiple carrier partnerships, primarily serving small businesses, families, and individuals in the US Southeast with selective California small-group health coverage.

Ownership category

akta.pro rank

Product category

Insurance Brokerage Services

NAICS

Insurance Agencies and Brokerages (524210)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Risk Management & Insurance Advisory for Families (FSAAADAK)

Keywords

• Independent insurance brokerage
• Commercial insurance coverage
• Personal insurance products
• Employee benefits programs
• Risk management services

Headquarters

HQ city

Fullerton

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

Distribution channels2 records

Marketing channels3 records

Core offering

Dream Safe Insurance Solutions is a family-owned independent insurance brokerage that designs, places, and manages insurance coverage sourced from multiple industry-leading carriers. It sells three lines—business insurance (workers compensation, general liability, D&O, professional/product liability, property, commercial auto), personal insurance (home, renters, auto, recreational, medical/dental/vision, life, disability, financial/estate planning), and employee benefits programs (accident, cancer, critical illness, legal, ID shield)—with bundled enrollment and HR compliance support.

Product overview

Dream Safe Insurance Solutions operates as a family-owned independent insurance brokerage offering three core product lines: Employee Benefits (Accident, Cancer, Critical Illness, Legal, ID Shield), Business Insurance (Workers Compensation, General Liability, Directors and Officers, Professional Liability, Product Liability, Property Insurance, Commercial Auto), and Personal Insurance (Home/Renters, Auto, Medical/Dental/Vision, Life, Disability, Financial/Estate Planning). The company partners with industry-leading carriers to provide competitive rates and customized coverage options. Services include enrollment assistance and HR compliance support.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Insurance Risk management and insurance solutions for businesses covering Workers Compensation, General Liability, Directors and Officers, Professional Liability, Product Liability, Property Insurance, and Commercial Auto. Targets local and regional business owners needing custom-tailored commercial coverage.
• Personal Insurance Personal insurance products including Home Owners, Renters, Automobile, Recreational vehicles, Medical, Dental, Vision, Life, Disability, Financial Planning, and Estate Planning for individuals and families seeking financial security.
• Employee Benefits Design, implementation, and management of Employee Benefits Programs including Medical, Dental, Vision, Life, Disability, Accident, Cancer, Critical Illness, Legal, and ID Shield coverage options for employers.
• Financial Planning Financial planning services offered as part of personal insurance to help secure families' financial dreams and support estate planning needs.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• CaliforniaChoicecoreChannel Partner/ Reseller/ Distributor · 24 May 2016CaliforniaChoice is a private health insurance exchange serving California small businesses since 1996. Dream Safe Insurance Solutions partners with CaliforniaChoice to provide access to 8 of California's top carriers including Aetna, Anthem Blue Cross, Health Net, Kaiser Permanente, and UnitedHealthcare. CaliforniaChoice currently serves nearly 17,000 employers and more than 300,000 employee and dependent members.

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• Alliant Insurance Services: Specialty insurance brokerage offering commercial, personal, and employee benefits. Comparable to Dream Safe across the same product segments but with significantly broader geographic and segment reach.
• Acrisure: Tech-enabled global insurance brokerage that has aggressively rolled up independent agencies. Directly comparable in product mix and acquisition appetite — a likely consolidator of brokerage firms like Dream Safe.
• HUB International: One of the largest North American insurance brokerages offering personal, commercial, and employee benefits lines. Comparable to Dream Safe in product breadth but operates at vastly greater scale across multiple geographies.
• Brown & Brown: National insurance brokerage providing property/casualty, employee benefits, and personal lines. Competes with Dream Safe in commercial and benefits brokerage but with national scale and public-market capital.
• Hiscox: Specialty insurer/broker focused on small business owners and professionals (GL, professional liability, cyber). Comparable to Dream Safe's small commercial book, though Hiscox delivers largely through direct and digital channels.

Direct peers

• CoverHound: Commercial insurance brokerage serving small and mid-sized businesses with multi-carrier comparison across commercial lines. Directly comparable in multi-carrier SMB brokerage model, though delivered through digital experience.
• Simply Business: Digital insurance brokerage focused on small business owners across multiple lines. Comparable to Dream Safe's SMB-targeting business insurance book, though delivered through a self-service online platform.
• Insureon: Online brokerage specializing in small business insurance (workers comp, GL, professional liability, commercial auto). Directly comparable to Dream Safe's business insurance segment but delivers via digital channel rather than high-touch advisory.

Emerging players

• Next Insurance: Digital-native insurer/broker targeting small businesses with commercial auto, GL, workers comp, and professional liability. Competes with Dream Safe's commercial book by offering instant online binding, threatening the local broker model.
• Thimble: On-demand small commercial insurance provider (GL, professional liability, workers comp) sold directly or through broker partners. Overlaps with Dream Safe's small business segment and reflects the digital disruption facing traditional brokers.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xx.com/Dream_Safe_Ins
• Facebookfacebook.com/DreamSafe
• LinkedInlinkedin.com/company/dream-safe-insurance-solutions

Revenue estimate

Valuation estimate

Number of profiles

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 Dream Safe Insurance Solutions