Casey Insurance Companies

What Casey Insurance Companies does

Casey Insurance Companies is a privately held, independent insurance brokerage founded in 2006 and headquartered in Plantation, Florida. Operating through three divisions—Casey Insurance Group, Casey Insurance Brokers, and Casey Insurance Commercial—the firm distributes marine, personal lines, and commercial insurance products to consumers, businesses, and other insurance agents across the United States. Its flagship specialty is marine and luxury yacht insurance for vessels up to $15 million in value, complemented by personal auto and home coverage, and commercial lines including general liability, business owners policy, workers' compensation, and commercial trucking. The firm also runs an umbrella insurance offering for high-net-worth clients and a wholesale program providing other licensed agents access to specialty marine markets.

The business operates on a commission-based revenue model, earning commissions from 25+ top-rated insurance carriers including Chubb, AIG, Liberty Mutual, Travelers, Progressive, GEICO, Allstate, and Hagerty. Pricing is quote-based, tailored to individual risk profiles, and billed annually. Distribution combines direct-to-consumer sales (website, phone, SEO-driven content marketing, email nurture) with a B2B wholesale channel for independent insurance agents, plus partnership tracks for yacht brokers and boat dealerships. The technology stack is built on WordPress with insurance-specific CRM tooling (AgencyZoom, QQ Catalyst, Canopy Connect), workflow automation via Zapier, DocuSign for electronic signatures, Mailchimp for email, and Cloudflare for security. The firm holds GLBA, GDPR, CCPA, COPPA, HIPAA, and PCI DSS compliance certifications and claims 60+ years of combined team experience, 20 lines of insurance, 2 industry awards, and 98% customer satisfaction.

No disclosed revenue, headcount figure, external funding, M&A activity, named management team, proprietary AI/ML capabilities, patents, or API products were identified in the source material. The company appears to be founder- or closely held, profitable, and operating as a specialized mid-market brokerage with a clear niche in marine insurance and a diversified mix of personal and commercial lines.

Name

Casey Insurance Companies

Legal name

Casey Insurance Companies

Website

https://caseyinsurancecompanies.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Casey Insurance Companies is a privately held, independent insurance brokerage founded in 2006 in Plantation, Florida, distributing marine (including luxury yacht up to $15M), auto, home, and commercial insurance to consumers, small businesses, and wholesale agents across the United States through 25+ top-rated carrier partnerships.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

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

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines) (FSAEADAJ)

akta.pro secondary industry

Yacht & Pleasure Craft Insurance (FSAJAHAI)

Keywords

• Marine insurance brokerage
• Luxury yacht insurance
• Commercial insurance solutions
• Personal lines insurance
• Independent insurance agent

Headquarters

HQ city

Plantation

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, Others

Revenue model

1. Insurance Brokerage Commissions: Casey Insurance acts as an independent insurance broker earning commissions from insurance carriers for policies placed. They represent multiple carriers and earn commissions on each policy sold or renewed. The company does not charge fees directly to customers for their brokerage services.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Casey Insurance Companies is an independent insurance brokerage that places policies on behalf of clients with 25+ top-rated insurance carriers. The company earns commissions from carriers for policies sold or renewed across marine (yacht, boat, charter), personal lines (auto, home), and commercial lines (trucking, general liability, BOP, workers' compensation). Services are delivered through licensed agents who provide quote-based, customized coverage for individuals and businesses nationwide, with wholesale market access offered to other insurance agents and brokers.

Product overview

Casey Insurance Companies is an independent insurance broker offering a comprehensive portfolio of insurance products across marine, personal lines, and commercial lines. The company operates through Casey Insurance Group, Casey Insurance Brokers, and Casey Insurance Commercial brands. Their core marine insurance offerings include Private & Pleasure Marine Insurance, Private Client & Luxury Yacht Insurance, and Marine Charter Insurance, with specialized sub-products like Marine Liability Coverage. Personal lines encompass Auto Insurance and Home Insurance, while commercial lines include Commercial Trucking & Auto Insurance, General Liability Insurance, Business Owners Policy (BOP), and Workers' Compensation Insurance. The company also provides Umbrella Insurance as an add-on for high net worth clients. An Agent Quote Portal enables insurance agents to access wholesale markets and obtain quotes for marine and specialty risks. All products are distributed through a network of trusted insurance carriers, with the company acting as a broker rather than a direct insurer.

Differentiator

Problem solved

Functional benefit

Products and services

• Private & Pleasure Marine Insurance Insurance coverage for private boats and yachts used for personal recreation, including liability, hull protection, and worldwide navigation options. Targeted at individual vessel owners seeking recreational marine coverage.
• Private Client and Luxury Yacht Insurance Specialized high-value yacht insurance with agreed value coverage, worldwide navigation, and concierge claims service for luxury vessels. Designed for owners of high-net-worth yachts requiring coverage up to $15 million.
• Marine Charter Insurance Insurance for bareboat, captained, crewed, and day-charter operations including liability, passenger, and hull coverage for commercial marine accounts. Targeted at charter operators and commercial marine businesses.
• Auto Insurance Personal automobile insurance coverage with flexible bundling options for vehicles including standard, exotic, and luxury cars. Targeted at individual vehicle owners and households seeking personal auto coverage.
• Home Insurance Personal property insurance for homes including coverage for high-value residences and valuable personal property items. Targeted at homeowners, particularly those with high-value homes and multiple residences.
• Commercial Trucking & Auto Insurance Commercial vehicle coverage including fleet policies, split limits, and combined single limit (CSL) options for businesses with trucks and commercial vehicles. Targeted at small and mid-sized commercial fleet operators.
• General Liability Insurance Business liability protection covering bodily injury, property damage, legal fees, pollution liability, and wreck removal. Targeted at small and mid-sized businesses across multiple industries.
• Business Owners Policy (BOP) Combined commercial property and liability coverage tailored for small to mid-sized businesses. Targeted at small business owners seeking bundled commercial coverage.
• Workers' Compensation Insurance Coverage for workplace injuries and employee benefits including death and survivor benefits for employees. Targeted at businesses across industries required to carry workers' comp coverage.
• Wholesale Agent and Broker Program Online portal and wholesale partnership program for licensed insurance agents and brokers to access marine and specialty markets, obtain quotes, manage complex risk accounts, and earn competitive commissions. Targeted at licensed independent insurance agents and brokers seeking market access for high-value pleasure craft and commercial marine accounts.

Quantifiable outcome

• 98% customer satisfaction rate
• +3 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Partnerships

Ten partnerships are on record, tiered core and major.

• Keane SpecialtycoreTechnology or IntegrationSpecialty marine insurance underwriter partnered with Casey Insurance for yacht and marine coverage. Referenced as a trusted underwriter providing hurricane protection and high-value vessel coverage options.
• London MarinecoreTechnology or IntegrationLondon-based marine insurance specialist providing international marine coverage capabilities. Supports Casey's worldwide navigation coverage for yachts and commercial vessels.
• ChubbcoreTechnology or IntegrationA++ rated luxury yacht specialist offering worldwide navigation, agreed value coverage, and concierge claims service. Leading provider for high-value vessels and international cruising coverage.
• AIGcoreTechnology or IntegrationA-rated carrier with global coverage capabilities, war risk insurance, and commercial operations expertise. Ideal for yacht owners planning extended international cruising.
• Liberty MutualmajorTechnology or IntegrationA-rated comprehensive coverage provider with broad marine portfolio, competitive rates, and extensive agent network. Strong in US inland marine coverage.
• TravelersmajorTechnology or IntegrationA++ rated carrier with particular strength in hurricane-prone coastal regions. Established network and long-standing marine market presence.
• ProgressivemajorTechnology or IntegrationA+ rated carrier offering competitive rates with digital tools and 24/7 service. Flexible coverage options for cost-conscious boat owners.
• AllstatemajorTechnology or IntegrationA+ rated full-service carrier with extensive claims network and bundling opportunities for multi-policy customers.
• GEICOmajorTechnology or IntegrationA++ rated carrier with streamlined service, competitive pricing, and nationwide presence for straightforward coverage needs.
• HagertymajorTechnology or IntegrationA+ rated specialist in collector and classic vessel insurance, providing agreed value coverage and restoration expertise for vintage yachts.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Worldwide Facilities: Worldwide Facilities is a national wholesale insurance brokerage with a dedicated marine practice, directly comparable to Casey's specialty marine/yacht placement and underwriting access.
• Bridge Specialty Group: Bridge Specialty is a wholesale/specialty insurance brokerage focused on complex placements, parallel to Casey's niche positioning serving independent agents with specialty markets.
• Heffernan Insurance Brokers: Heffernan is an independent brokerage combining personal, commercial, and specialty lines including marine, mirroring Casey's hybrid retail/wholesale model across multiple insurance lines.
• Burns & Wilcox: Burns & Wilcox is a specialty insurance wholesale distributor with marine expertise, comparable to Casey's role placing complex and high-value marine/yacht accounts through retail agents.
• Towne Insurance: Towne Insurance is a mid-sized independent brokerage offering personal, commercial, and marine specialty coverage, structurally comparable to Casey's multi-line specialty model.
• RPS Insurance (Ryan Specialty Group): RPS operates as a wholesale specialty insurance brokerage with a marine practice, directly comparable to Casey's wholesale marine and specialty market access for agents and brokers.
• IBP Insurance (Insurance Brokerage & Placement): IBP is an independent insurance brokerage specializing in luxury and specialty lines (auto, home, marine, collectors), highly comparable to Casey's luxury client focus.

Broad incumbents

• Acrisure: Acrisure is a large, PE-backed insurance brokerage consolidator offering marine and specialty coverage alongside broader P&C; relevant as a roll-up competitor and potential acquirer.
• Marsh McLennan: Marsh is a global insurance broker with a marine practice (Marsh Specialty) covering yacht and pleasure craft risks; a broader incumbent offering overlapping but portfolio-level capability.
• Aon: Aon's marine practice places yacht and commercial marine coverage globally, comparable in product category to Casey but operating from a portfolio of larger-risk accounts.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/CaseyinsuranceC

Compliance6 records

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 Casey Insurance Companies