The Burgess Group

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.

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

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

• Independent insurance agency
• Personal insurance
• Business insurance
• Employee benefits
• Commercial insurance brokerage

Headquarters

HQ city

Alliance

HQ country

United States

HQ region

North America

Offices4 records

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 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.
2. 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

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core 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.

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

17 partnerships are on record, tiered core and minor.

• AIGcoreChannel Partner/ Reseller/ DistributorAIG is one of the insurance carriers represented by The Burgess Group. They provide property and casualty insurance products sold through the agency.
• AllstatecoreChannel Partner/ Reseller/ DistributorAllstate is an insurance carrier represented by The Burgess Group. Claims can be reported at 800-669-2214 and billing at 800-521-3535.
• American ModerncoreChannel Partner/ Reseller/ DistributorAmerican Modern is an insurance carrier represented by The Burgess Group, specializing in specialty insurance products.
• ChubbcoreChannel Partner/ Reseller/ DistributorChubb is a major insurance carrier represented by The Burgess Group offering personal and commercial insurance products.
• NationwidecoreChannel Partner/ Reseller/ DistributorNationwide is an insurance carrier represented by The Burgess Group with products including personal and commercial insurance.
• ProgressivecoreChannel Partner/ Reseller/ DistributorProgressive is an insurance carrier represented by The Burgess Group, known for auto and personal insurance products.
• Liberty MutualcoreChannel Partner/ Reseller/ DistributorLiberty Mutual is an insurance carrier represented by The Burgess Group offering personal and business insurance products.
• TravelerscoreChannel Partner/ Reseller/ DistributorTravelers is an insurance carrier represented by The Burgess Group offering commercial and personal insurance products.
• MarkelcoreChannel Partner/ Reseller/ DistributorMarkel is an insurance carrier represented by The Burgess Group, specializing in specialty and niche insurance products.
• HagertycoreChannel Partner/ Reseller/ DistributorHagerty is an insurance carrier represented by The Burgess Group specializing in collector and classic vehicle insurance.
• ForemostcoreChannel Partner/ Reseller/ DistributorForemost is an insurance carrier represented by The Burgess Group offering specialty insurance products.
• WestfieldcoreChannel Partner/ Reseller/ DistributorWestfield is an insurance carrier represented by The Burgess Group offering commercial and personal insurance products.
• Trusted ChoiceminorStrategic or Co-development PartnerTrusted 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 AgentsminorStrategic or Co-development PartnerOhio Insurance Agents is a state insurance agent association that The Burgess Group maintains membership and partnership with.
• Simplicity Investments, Inc.minorChannel Partner/ Reseller/ DistributorSimplicity 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 ServiceminorOthersLocal auto service business in Alliance, OH that The Burgess Group refers clients to and partners with for automotive service needs.
• Heggy's (Alliance)minorOthersLocal 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

Broad 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

• Xtwitter.com/nsurewithdustin
• YouTubeyoutube.com/@nsurewithdustin?si=HiOSS5TxU4RCnbPm
• Facebookfacebook.com/NsurewithDustin
• LinkedInlinkedin.com/in/dustin-burgess-cltc-93269233

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 The Burgess Group