AIMS Insurance Program Managers

What AIMS Insurance Program Managers does

AIMS Insurance Program Managers, Inc. is a privately-held, independent insurance broker and risk management consultancy founded in 2003 and headquartered at 6900 E Camelback Rd in Scottsdale, Arizona. The firm operates two principal business lines: traditional Property & Casualty brokerage and Alternative Risk Transfer (ART) program management, the latter being its core specialty. AIMS designs, implements, and administers unbundled risk programs — including captive insurance company formation, feasibility analysis, and ongoing program oversight — primarily for mid-sized companies paying more than $250,000 in annual P&C premiums, as well as for trade associations and groups. The company also runs a Private Client division serving high net worth households with concierge-level coverage for luxury homes ($1M+), classic/exotic autos, watercraft, excess liability up to $100M, private collections, and special events. The firm is led by CEO Greg McClelland (CPCU, ARM) and President Kimberly Birk, with a team of CPCU/ARM-credentialed risk professionals.

The product portfolio spans standard commercial lines (Commercial Umbrella, Auto, General Liability, Workers Compensation, Commercial Property, Inland Marine, Professional Liability/E&O, Surety Bonds, Specialty Coverages), personal lines (Homeowners, Auto, Renters, Umbrella, Boat, Motorcycle), Private Client specialty coverages, and ART/captive services. No proprietary technology platform, AI/ML capabilities, mobile application, or API integrations are disclosed; AIMS operates as a traditional consultative broker, distributing services via direct sales and a corporate website (aimsinsurance.com). The go-to-market is sales-led and consultative, with insurance specialists functioning as advisors who evaluate risk management strategies before recommending coverage — a positioning the firm describes as "strategic risk management first."

The business model is commission- and fee-based: AIMS earns carrier commissions on placed traditional policies and fees for ART program design, captive setup, and ongoing management. Pricing is not publicly disclosed and is quote-based. The company claims nationwide geographic reach for its ART services despite operating from a single Scottsdale office. There are no disclosed funding rounds, no parent company, no subsidiaries, no M&A activity, no patents or trademarks, no partnerships or alliances, and no awards. The only named customer is The Pacific Companies, a real estate development enterprise.

Name

AIMS Insurance Program Managers

Legal name

AIMS Insurance Program Managers, Inc.

Website

https://aimsinsurance.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

AIMS Insurance Program Managers is an independent insurance broker founded in 2003 in Scottsdale, Arizona, specializing in Alternative Risk Transfer (ART) programs and captive insurance for mid-sized U.S. companies paying $250K+ in annual P&C premiums, plus a Private Client division serving high net worth households.

Ownership category

akta.pro rank

Product category

Insurance Brokerage and Risk Management

NAICS

Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242), Other Insurance Related Activities (52429)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurance Program Administration & MGA/MGU Services (FSAEADAK)

Keywords

• Alternative risk transfer
• Commercial insurance brokerage
• Captive insurance services
• Personal insurance solutions
• Risk management consulting

Headquarters

HQ city

Scottsdale

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

Revenue model

1. Insurance Brokerage Commissions: As an independent insurance broker, AIMS earns commissions from insurance carriers for placing traditional insurance policies (Property & Casualty, Personal Insurance) on behalf of clients.
2. ART Program Management Fees: Fees for designing, implementing, and managing Alternative Risk Transfer programs including captive insurance company setup, ongoing administration, and program oversight services.
3. Risk Management Consulting: Strategic risk management advisory services including feasibility analysis, coverage/policy design, structure and licensing, and ongoing program evaluation and fine-tuning.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

AIMS Insurance Program Managers is an independent insurance brokerage and risk management firm that designs, creates, and manages Alternative Risk Transfer (ART) programs for mid-sized companies, trade associations, and groups. In addition to its specialty ART services, AIMS offers a complete selection of traditional commercial insurance (Property & Casualty) and personal insurance products, including a Private Client division for high net worth individuals with luxury asset coverage needs.

Product overview

AIMS Insurance Program Managers is an independent insurance brokerage and risk management firm offering a portfolio of traditional insurance products and Alternative Risk Transfer (ART) programs. The company's core offerings span two main categories: commercial insurance (Property & Casualty products including Commercial Umbrella, Commercial Automobiles, General Liability, Workers Compensation, Commercial Property, Inland Marine, Professional Liability/E&O, Surety Bonds, and Specialty Coverages) and personal insurance (Homeowners, Auto, Renters, Umbrella, Boat, and Motorcycle). For high-net-worth clients, AIMS provides a Private Client division with specialized coverage for luxury homes, classic/exotic autos, yachts, fine art collections, and special events. The company's differentiating capability is its ART program offering—unbundled, customizable insurance solutions for mid-sized companies that replace traditional bundled commercial insurance, often involving captive insurance company structures to optimize cost of risk and provide tax advantages.

Differentiator

Problem solved

Functional benefit

Products and services

• Alternative Risk Transfer (ART) Programs

Quantifiable outcome

• Reduced cost of risk and measurably improved profitability

Named customers1 record

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• Aon: Aon is a global professional services firm offering risk management, insurance brokerage, and reinsurance solutions — overlapping with AIMS in risk advisory and captive solutions but serving predominantly large corporate accounts.
• Alliant Insurance Services: Alliant is a specialty insurance brokerage serving middle-market and commercial clients with P&C, employee benefits, and risk management — comparable to AIMS's mid-market commercial focus but with broader geographic and product reach.
• AmWINS Group: AmWINS is one of the largest wholesale distributors and managing general agents in the U.S., offering specialty placement, program management, and ART solutions. It overlaps with AIMS across program administration but operates at significantly greater scale and geographic breadth.
• Marsh McLennan: Marsh is one of the world's largest insurance brokers and risk advisors, operating across retail brokerage, risk consulting, and ART — adjacent to AIMS but vastly larger and serving enterprise rather than mid-market clients primarily.

Direct peers

• Brown & Riding Insurance Services: Brown & Riding is a specialty wholesale insurance broker and program manager placing complex commercial risks — closely comparable to AIMS in serving mid-sized companies with non-standard risk profiles.
• Jencap Group: Jencap is a wholesale broker and program manager offering commercial specialty and program business solutions, with explicit program administration capabilities similar to AIMS's ART/captive practice.
• RPS (Risk Placement Services): RPS is a wholesale broker and program manager providing specialty placement, ART, and program administration for retail agents — overlapping directly with AIMS's program management and captive insurance services.
• CRC Insurance Services: CRC is a wholesale broker and program manager specializing in commercial and personal lines placement across the U.S. — closely comparable to AIMS's wholesale/program management role, though at substantially larger scale.
• Burns & Wilcox: Burns & Wilcox is a large specialty insurance wholesaler and managing general agent/program manager placing complex commercial and personal lines — directly comparable to AIMS's role as an independent broker/MGU designing programs for specialty risks.
• NSM Insurance Group: NSM is a managing general agent and program manager building industry-specific specialty insurance programs for niche and underserved markets — directly analogous to AIMS's industry-vertical program model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/aimsinsuranceaz

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 AIMS Insurance Program Managers