The Burgess Group
The Burgess Group is an independent insurance agency (Dustin Burgess Insurance Group, LLC) that distributes personal, commercial, and employee benefits coverage across Ohio, West Virginia, Pennsylvania, and Florida via four offices and 20+ carrier partnerships, serving individuals, small businesses, and employers since 2011.
- Company typePrivate
- Founded2011
- HeadquartersAlliance, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What The Burgess Group does
The Burgess Group is an independent insurance agency operating under the legal entity Dustin Burgess Insurance Group, LLC, headquartered in Alliance, Ohio. The agency distributes personal, commercial, and employee benefits insurance products on behalf of more than 20 carriers including AIG, Allstate, Chubb, Nationwide, Progressive, Liberty Mutual, Travelers, Markel, and Hagerty. Its core products span Home, Auto, Life, Long-Term Care, Umbrella, Farm, HOA, Non-Profit, Business Owners Policy, General Liability, Workers' Compensation, and group Disability/Life/AD&D coverage, supplemented by securities products (annuities and IRAs) offered through a FINRA-registered broker-dealer (Simplicity Investments, Inc.).
The agency serves individuals, small-to-medium businesses (including farms and non-profits), and employers across Ohio, West Virginia, Pennsylvania, and Florida, with four physical offices (Alliance, Akron, Wadsworth, and a satellite in The Villages, Florida) supplemented by inside-sales and digital quote-request channels. Its primary technology surface is Clickable Coverage®, a third-party interactive educational tool licensed from FMG Suite (Agency Revolution) that illustrates coverage options via interactive graphics, alongside a 24/7 Client Center self-service portal for claims, ID cards, certificates, and bill payment. Community engagement tools include a 'Quotes for a Cause' fundraising program donating $10 per completed quote to partner nonprofits.
Revenue is generated primarily via carrier commissions on new policy sales and renewals, plus licensing economics from the securities offering. Distribution combines direct face-to-face sales through the four offices, an inside-sales team, organic social (Twitter, Facebook, LinkedIn, YouTube), localized SEO, and referral programs. The company is privately held, family-operated, and owned by president Dustin Burgess, who has led since taking over in 2011.
The Burgess Group firmographics
Firmographics- Name
- The Burgess Group
- Legal name
- Dustin Burgess Insurance Group, LLC
- Website
- https://burgessinsurancegroup.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Burgess Group is an independent insurance agency (Dustin Burgess Insurance Group, LLC) that distributes personal, commercial, and employee benefits coverage across Ohio, West Virginia, Pennsylvania, and Florida via four offices and 20+ carrier partnerships, serving individuals, small businesses, and employers since 2011.
- Ownership category
- akta.pro rank
The Burgess Group industry classification
Industry- Product category
- Independent Insurance Agency
- NAICS
- Insurance Agencies and Brokerages (524210)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Small Group Health Insurance (2–50/100) (FSAIAFAD)
- akta.pro secondary industries
- Employer-Sponsored Dental & Vision (Group) (FSAIAHAH), Group AD&D (Standalone or Bundled with Life) (FSAIADAG), Standalone Umbrella Liability (FSAJANAE)
Keywords
Where The Burgess Group is headquartered
LocationHeadquarters
- HQ city
- Alliance
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
The Burgess Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Insurance Policy Sales and Renewals: As an independent insurance agency, The Burgess Group earns commissions from insurance carriers for selling and servicing insurance policies. They represent multiple insurance companies including AIG, Allstate, American Modern, Anthem, Chubb, Dairyland, Foremost, Hagerty, Liberty Mutual, Markel, Medical Mutual, National General, Nationwide, Philadelphia, Progressive, Travelers, Westfield, and others. Commission revenue comes from both new policy sales and ongoing renewals.
- Securities and Financial Services: The agency also offers securities through Simplicity Investments, Inc., providing Annuities and Individual Retirement Accounts (IRA) products. Securities are offered through Dustin Burgess Insurance Group, LLC with FINRA registration.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Quote-based insurance pricing tailored to individual customer needs |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
The Burgess Group product offering
Product offeringCore offering
The Burgess Group is an independent insurance agency that sells personal insurance, business insurance, and employee benefits products from multiple carriers to individuals, families, and businesses. As an independent agency rather than a captive agent, it compares coverage options across multiple insurance carriers and provides Clickable Coverage®, an interactive tool that lets clients review and customize coverage online. It serves clients across several U.S. states including Oklahoma, Colorado, Missouri, Arkansas, Kansas, and Texas.
Product overview
The Burgess Group operates as an independent insurance agency offering a portfolio of personal, business, and employee benefits insurance products. The agency functions as a distribution intermediary, representing multiple insurance carriers to provide customized coverage solutions. Their product portfolio consists of three core insurance verticals—Personal Insurance (home, auto, life, long-term care, umbrella), Business Insurance (farm, HOA, non-profit, business owners policies, general liability), and Employee Benefits (disability, life/AD&D)—supplemented by proprietary service tools including Clickable Coverage® interactive graphics, a 24/7 Client Center self-service portal, online quote request capabilities, and a community fundraising program. The agency is licensed across four states (OH, WV, PA, FL) with four physical office locations and emphasizes personalized service through dedicated licensed advisors.
Differentiator
Problem solved
Functional benefit
Products and services
- Personal Insurance Personal insurance products including home, auto, life, long-term care, and umbrella coverage sold through multiple carriers to individuals and families.
- Business Insurance Commercial insurance products including farm, HOA, non-profit, business owners, and general liability policies for small and mid-sized businesses.
- Employee Benefits Group benefits offerings for employers including disability insurance and group life/AD&D coverage designed to support employee retention and welfare.
- Clickable Coverage® An interactive online tool from The Burgess Group that lets clients review coverage options and customize insurance selections digitally.
- Agency Collaboration Program A service for agency owners providing collaboration, training, and resources to grow or transition their insurance agency business.
Quantifiable outcome
- Community support through partnerships with local organizations including Habitat for Humanity, YWCA, Rotary International, Ohio Farm Bureau, 4-H, and local schools and chambers of commerce.
Companies that use The Burgess Group
Customer profileSegments3 records
Ideal customer profiles4 records
The Burgess Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
The Burgess Group partnerships and signals
Strategic signalPartnerships
17 partnerships are on record, tiered core and minor.
- AIGcoreAIG is one of the insurance carriers represented by The Burgess Group. They provide property and casualty insurance products sold through the agency.
- AllstatecoreAllstate is an insurance carrier represented by The Burgess Group. Claims can be reported at 800-669-2214 and billing at 800-521-3535.
- American ModerncoreAmerican Modern is an insurance carrier represented by The Burgess Group, specializing in specialty insurance products.
- ChubbcoreChubb is a major insurance carrier represented by The Burgess Group offering personal and commercial insurance products.
- NationwidecoreNationwide is an insurance carrier represented by The Burgess Group with products including personal and commercial insurance.
- ProgressivecoreProgressive is an insurance carrier represented by The Burgess Group, known for auto and personal insurance products.
- Liberty MutualcoreLiberty Mutual is an insurance carrier represented by The Burgess Group offering personal and business insurance products.
- TravelerscoreTravelers is an insurance carrier represented by The Burgess Group offering commercial and personal insurance products.
- MarkelcoreMarkel is an insurance carrier represented by The Burgess Group, specializing in specialty and niche insurance products.
- HagertycoreHagerty is an insurance carrier represented by The Burgess Group specializing in collector and classic vehicle insurance.
- ForemostcoreForemost is an insurance carrier represented by The Burgess Group offering specialty insurance products.
- WestfieldcoreWestfield is an insurance carrier represented by The Burgess Group offering commercial and personal insurance products.
- Trusted ChoiceminorTrusted Choice is an independent insurance agency network/brand that The Burgess Group is affiliated with, providing access to additional resources and partner support.
- Ohio Insurance AgentsminorOhio Insurance Agents is a state insurance agent association that The Burgess Group maintains membership and partnership with.
- Simplicity Investments, Inc.minorSimplicity Investments, Inc. is a securities broker-dealer (Member FINRA/SIPC) through which The Burgess Group offers securities products including annuities and IRAs. Securities are offered at 475 Springfield Ave. Summit, NJ 07901.
- Uptown Auto ServiceminorLocal auto service business in Alliance, OH that The Burgess Group refers clients to and partners with for automotive service needs.
- Heggy's (Alliance)minorLocal business in Alliance, OH that The Burgess Group has a business partnership with for community referrals.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
The Burgess Group competitors and assessment
Company assessmentBroad incumbents
- Brown & Brown Insurance: Daytona Beach, FL-headquartered national insurance broker and program manager—comparable as a publicly listed consolidator of regional independent agencies including those with personal, commercial, and benefits portfolios.
- Acrisure: Grand Rapids, MI-headquartered global insurance broker built by rolling up regional independents—relevant as the archetype of the consolidator trajectory pressuring independent agencies like Burgess.
- Erie Insurance: Erie, PA-headquartered super-regional insurance carrier selling through captive and independent agents across the Mid-Atlantic and Midwest—an overlapping geographic footprint that makes Erie both a partner and a competitor to Burgess in personal and small-commercial lines.
- Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm headquartered in Rolling Meadows, IL—operates across personal, commercial, and employee benefits and is one of the largest acquirers of regional independent agencies in the US.
Direct peers
- Heffernan Insurance Brokers: Pleasanton, CA-based independent insurance brokerage offering business and personal insurance plus employee benefits—comparable multi-carrier, employee-benefits-enabled agency model at similar mid-size scale to Burgess.
- M3 Insurance: Madison, WI-based independent insurance brokerage providing business, personal, and employee benefits solutions—comparable independent, multi-line agency profile with a regional Midwestern footprint similar to Burgess.
- Hylant Group: Toledo, OH-based independent insurance brokerage with multi-line personal, commercial, and employee benefits offerings across the Midwest and beyond—comparable multi-carrier, Ohio-anchored model at larger scale, with a similar acquisition-led growth history.
- Hilb Group: Hartford, CT-based rapidly growing independent agency roll-up acquirer focused on mid-market personal, commercial, and benefits agencies—directly comparable as both an acquisition competitor and a likely strategic acquirer of agencies like The Burgess Group.
- Oswald Companies: Cleveland, OH-based independent insurance brokerage and risk management firm offering personal, business, and employee benefits solutions across multiple states—structurally the closest mid-size independent agency peer to The Burgess Group within the same Ohio footprint.
Emerging players
- Lemonade: Digital-native, direct-to-consumer insurance carrier offering renters, home, auto, pet, and life products—emerging competitor representing the channel disintermediation risk to traditional independent agencies like The Burgess Group.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
The Burgess Group social profiles
Digital presenceThe Burgess Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Burgess Group leadership team
Management profileNumber of profiles
Profiles1 record
The Burgess Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Burgess 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 The Burgess Group
What does The Burgess Group do?
The Burgess Group is an independent insurance agency that sells personal insurance, business insurance, and employee benefits products from multiple carriers to individuals, families, and businesses. As an independent agency rather than a captive agent, it compares coverage options across multiple insurance carriers and provides Clickable Coverage®, an interactive tool that lets clients review and customize coverage online. It serves clients across several U.S. states including Oklahoma, Colorado, Missouri, Arkansas, Kansas, and Texas.
Is The Burgess Group a public or private company?
The Burgess Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Burgess Group founded?
The Burgess Group was founded in 2011. It employs 1 to 10 people.
Where is The Burgess Group based?
The Burgess Group is headquartered in Alliance, United States, in the North America region.
How does The Burgess Group make money?
Two revenue lines are on record. Insurance Policy Sales and Renewals are the primary driver. The others are securities and Financial Services.
Who are The Burgess Group's main competitors?
Broad incumbents on record are Brown & Brown Insurance, Acrisure, Erie Insurance and Arthur J. Gallagher & Co.. Direct peers are Heffernan Insurance Brokers, M3 Insurance, Hylant Group, Hilb Group and Oswald Companies. Lemonade is listed as an emerging player.
Does The Burgess Group have an API?
No public API is recorded for The Burgess Group.
What industry is The Burgess Group in?
The Burgess Group's product category is Independent Insurance Agency. Its primary akta.pro industry code is FSAIAFAD, Small Group Health Insurance (2–50/100), with a secondary code of FSAIAHAH, Employer-Sponsored Dental & Vision (Group). Its NAICS code is 524210 and its SIC code is 6411.