ISU Insurance Services

What ISU Insurance Services does

ISU Insurance Services (DBA: The Professional Solutions Agency) is a privately held, independent commercial insurance brokerage based in Irvine, California, operating as a local node within the nationwide ISU agency network. The firm places property and casualty, workers' compensation, professional liability, cyber-liability, and specialty lines through access to 300+ insurance carriers, with commission-based economics from carriers and a freemium-fronted Value Search evaluation service as the top-of-funnel acquisition mechanism. Its primary product surface spans generalist commercial brokerage, structured service programs (Pro-Active Plan, Preferred Client Services, HR Services, Safety and Claims Services), and a notable specialty in medspa and cosmetic/plastic surgery center malpractice insurance — a vertical built around a single long-tenured specialist and association ties to the International Medical Spa Association.

The go-to-market is sales-led and consultation-based, serving SMB and select enterprise clients across construction, landscape, healthcare, and wellness verticals in the United States, with reach effectively nationalized through the ISU network. Recurring revenue is generated via Preferred Client Services and ongoing claims/risk-management engagements layered on top of transactional brokerage commissions. Publicly disclosed financials are limited: a $168.46M figure appears in an external ranking alongside large publicly owned brokers, but that magnitude refers to the broader ISU network rather than this single Irvine office; the local entity operates with 11-50 employees.

Operationally, the firm is a relationship-driven, service-led brokerage rather than a technology platform: no AI capabilities, no proprietary software, no published APIs, and no digital-product surface beyond the marketing website. Underlying technology is effectively a carrier-broker relationship network and human-driven market-shopping workflow. The dated website copyright (2006-2008) and absence of disclosed funding, M&A, or recent product launches suggest an asset that has historically grown organically from its carrier-access and specialist-niche advantages rather than via technology-driven scaling.

Name

ISU Insurance Services

Legal name

ISU Insurance Services

Website

https://professional-ins.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

ISU Insurance Services is an independent commercial insurance brokerage in Irvine, California, placing P&C, workers' comp, professional liability, and specialty medspa/surgicenter coverage for SMB and enterprise clients via 300+ carriers in the ISU national network.

Ownership category

akta.pro rank

Product category

Commercial Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (524210)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Technology Errors & Omissions (Tech E&O) / Professional Liability (FSAJAOAC)

Keywords

• Commercial insurance brokerage
• Property casualty insurance
• Specialty insurance programs
• Risk management services
• Workers compensation coverage

Headquarters

HQ city

Irvine

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Insurance Brokerage Commissions: Earns commissions from insurance companies for placing client coverage. As independent agents, they access over 300 insurance carriers to match clients with optimal coverage and price combinations.
2. Preferred Client Services: Ongoing comprehensive risk management and insurance services for preferred clients, including market shopping for best value annually and claims assistance.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

ISU Insurance Services is an independent insurance brokerage that places commercial insurance coverage for businesses by accessing over 300 insurance carriers through a national ISU network. The firm provides insurance placement, risk management, claims assistance, and HR-related services, with specialty expertise in medspa and surgical center insurance. They earn commissions from insurance carriers for placing client coverage and offer ongoing Preferred Client Services with annual market shopping.

Product overview

ISU Insurance Services is an independent insurance brokerage firm offering a portfolio of insurance products and risk management services. The company provides access to over 300 insurance companies through a network of offices across the United States. Its core service offerings include ISU Value Search (insurance policy evaluation), ISU Pro-Active Plan (claims and accident prevention), ISU Preferred Client Services (comprehensive client management), ISU Human Resource Services (HR outsourcing), and ISU Safety and Claims Services (risk management). The firm also specializes in niche insurance segments including Medspa Insurance and Surgi Centers Insurance, offering malpractice coverage for medical spas and cosmetic surgery centers. Insurance products span Property & Casualty, Workers' Compensation, Professional Liability, and CYBER-Liability coverage.

Differentiator

Problem solved

Functional benefit

Products and services

• Property & Casualty Insurance
• Workers' Compensation Insurance
• Professional Liability Insurance
• CYBER-Liability Insurance
• Medspa Insurance
• Surgi Centers Insurance
• ISU Value Search
• ISU Preferred Client Services
• ISU Pro-Active Plan
• ISU Human Resource Services
• ISU Safety and Claims Services

Named customers3 records

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.

• Over 300 Insurance CompaniescoreOthersISU network provides access to over 300 insurance companies for placing client insurance risks, enabling objective market comparison to find optimal coverage and price combinations for clients across all insurance needs.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Arthur J. Gallagher & Co. Major global insurance brokerage and risk management firm serving mid-market and enterprise clients across commercial P&C, employee benefits, and consulting. Directly comparable in product scope and brokerage model; listed alongside ISU in the historical U.S. broker revenue ranking.
• Brown & Brown, Inc. Diversified insurance brokerage and risk management firm serving commercial, public entity, and personal lines clients. Comparable as a mid-market commercial insurance broker; listed in the same U.S. broker revenue ranking as ISU.
• Marsh & McLennan: Global professional services firm and the largest insurance broker in the world, offering risk, insurance, and consulting services across all major commercial lines. Comparable in product breadth; listed in the same U.S. broker ranking and operates the same independent-brokerage placement model.
• Aon: Global professional services firm providing risk management, insurance brokerage, and reinsurance solutions. Comparable as a commercial insurance broker; ranked alongside ISU in the historical U.S. publicly owned broker comparison.
• Wells Fargo Insurance Services: Insurance brokerage arm of Wells Fargo providing commercial P&C, employee benefits, and personal lines. Comparable in brokerage function; listed alongside ISU in the historical U.S. broker revenue comparison.

Direct peers

• Lockton: The largest privately held insurance brokerage in the United States, providing commercial P&C, employee benefits, and risk management to mid-market and enterprise clients. Highly comparable as an independent, privately owned brokerage with a similar client-centric service model and broad product portfolio.
• AssuredPartners: Rapidly growing U.S. insurance brokerage built through acquisition of mid-market independent agencies, offering commercial P&C, employee benefits, and personal lines. Highly comparable in target market (mid-market/SMB commercial clients), independent-agency model, and commission-based revenue.
• Hub International: Large North American insurance brokerage serving mid-market commercial clients with property, casualty, employee benefits, and specialty lines. Comparable as a brokerage of similar mid-market commercial focus and commission-based revenue model, listed alongside ISU in the historical U.S. broker ranking.
• USI Insurance Services: Large U.S. middle-market insurance brokerage and consulting firm offering property, casualty, employee benefits, and specialty programs. Comparable in mid-market commercial focus, independent brokerage model, and emphasis on specialty industry programs similar to ISU's medspa offering.
• Alera Group: National insurance brokerage formed by aggregating independent agencies, providing commercial P&C, employee benefits, and personal lines to mid-market clients. Comparable in target market, independent-agency roll-up model, and reliance on carrier relationships for placement.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/isu-insurance-services-the-professional-solutions-agency

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 ISU Insurance Services