Zolezzi Insurance Agency

What Zolezzi Insurance Agency does

Zolezzi Insurance Agency is a privately held, independent insurance agency founded in 1968 by Craig Zolezzi and headquartered in Drain, Oregon. The firm operates three staffed offices across Drain, Sutherlin, and Florence, serving individuals, families, small and medium-sized businesses, and public entities in Douglas and Lane counties. It holds insurance producer licenses in Oregon, California, Washington, and Idaho, though operational concentration remains in rural Oregon.

The agency distributes a full-suit of personal, commercial, life/health, and public-entity insurance products on behalf of roughly a dozen third-party carriers, including Progressive, Travelers, Safeco, Kemper, SAIF, Foremost, Regence Blue Cross Blue Shield of Oregon, AMIG, and Global Indemnity. Vehicle coverage spans auto, motorcycle, ATV, boat, RV, classic car, and teen drivers; property coverage includes homeowners, renters, condo, landlord, short-term rental, earthquake, flood, farm, and personal umbrella; commercial lines cover general liability, commercial auto, commercial property, contractor, bonds, special event, and cyber liability. The core technology stack consists of standard agency management and carrier-comparison tooling plus an Applied Systems-powered mobile app for policy servicing.

The business is commission-based, with revenue earned on policies placed across the carrier network; customer pricing is quote-driven and individualized, with the agency advertising potential rate reductions of up to 25% through multi-carrier shopping. Distribution is sales-led and hybrid, combining three physical offices, phone-based service, web quote forms, and a mobile app. There are no institutional investors, no M&A activity, no recorded leadership changes, and no public revenue disclosures.

Name

Zolezzi Insurance Agency

Legal name

Zolezzi Insurance Agency

Website

https://zolezziinsurance.com

Company type

Private

Founded year

1968

Operating status

Operating

Headcount range

1–10 employees

Short description

Zolezzi Insurance Agency is a privately held, independent insurance agency founded in 1968 in Drain, Oregon, selling personal, commercial, life/health, and public-entity coverage across three staffed offices in Douglas and Lane counties for roughly a dozen third-party carriers.

Ownership category

akta.pro rank

Headquarters

HQ city

Drain

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Insurance Agency Commissions: As an independent insurance agency, Zolezzi earns commissions from insurance carriers for policies sold. Agents help customers compare quotes from multiple carriers to find the best coverage at affordable rates.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Zolezzi Insurance Agency is an independent insurance agency that sells vehicle, property, business, public entity, and life and health insurance coverage by comparing quotes across multiple insurance carriers and tailoring policies to customer needs. The agency operates three physical offices in Oregon and is licensed in Oregon, California, Washington, and Idaho, offering both personal and commercial lines through in-person, phone-based, and online channels.

Product overview

Zolezzi Insurance Agency is an independent insurance agency offering a comprehensive portfolio of insurance products organized into five main categories: Vehicle Insurance (auto, motorcycle, ATV, boat, RV, classic car, teen driver), Property Insurance (home, renters, condo, landlord, short-term rental, earthquake, flood, personal umbrella, course of construction, farm), Business Insurance (general liability, commercial auto, commercial property, commercial umbrella, contractor insurance, commercial bonds, special event, cyber liability), Life and Health Insurance (life insurance with multiple policy types, Medicare), and Public Entity Insurance. The agency also provides a mobile app for policy management. As an independent agency, they compare quotes from multiple insurance carriers to offer personalized coverage options.

Differentiator

Problem solved

Functional benefit

Products and services

• Vehicle Insurance

Quantifiable outcome

• Potential insurance rate reductions up to 25%

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Twelve partnerships are on record, tiered minor.

• AMIGminorOthersInsurance carrier partner providing various insurance products through the agency.
• AricminorOthersInsurance carrier partner providing coverage options.
• ForemostminorOthersInsurance carrier partner, likely specializing in specialty lines.
• MutualminorOthersMutual insurance company partner.
• LMIminorOthersInsurance carrier partner.
• KemperminorOthersInsurance carrier partner providing various coverage options.
• Global IndemnityminorOthersInsurance carrier partner.
• ProgressiveminorOthersMajor insurance carrier partner providing auto and other insurance products.
• SafecominorOthersInsurance carrier partner (Liberty Mutual subsidiary).
• SAIFminorOthersOregon state fund workers compensation insurance carrier.
• TravelersminorOthersMajor insurance carrier partner providing commercial and personal lines.
• Regence Blue Cross Blue Shield of OregonminorOthersHealth insurance partner for life and health insurance products.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Acrisure: Acrisure is a large global insurance brokerage that has rapidly aggregated independent agencies across the U.S. Its core model — acquiring and consolidating independent insurance agencies — directly parallels Zolezzi's potential strategic outcomes and provides a benchmark for what an aggregated independent agency portfolio looks like at scale.
• Hub International: Hub International is a large global insurance brokerage providing personal, commercial, life, and health insurance through a multi-carrier, multi-office model. Its broader geographic footprint and scale make it a relevant incumbent peer, although Zolezzi operates at a substantially smaller scale.
• Brown & Brown Insurance: Brown & Brown is a national insurance brokerage operating through a network of offices providing personal, commercial, and employee benefits products. Its decentralized model of acquiring and operating regional independent agencies makes it a relevant incumbent peer and a potential acquirer profile.
• AssuredPartners: AssuredPartners is one of the largest U.S. aggregators of independent insurance agencies, acquiring and operating agencies across personal and commercial lines nationwide. It is a strategic acquirer of agencies like Zolezzi and operates the same independent agency model at much greater scale.

Direct peers

• Heffernan Insurance Brokers: Heffernan Insurance Brokers is a mid-size independent insurance brokerage providing personal and commercial lines across multiple states. Its multi-carrier, multi-line independent agency model and emphasis on local relationship-driven service align directly with Zolezzi's business approach.
• Leavitt Group: Leavitt Group is a network of independent insurance agencies operating across multiple U.S. states, offering personal, commercial, life, and health insurance through multi-carrier partnerships. Its operating model — independent agency placing business with multiple carriers and serving small/mid-market customers — closely mirrors Zolezzi's structure, making it a direct comparability peer.
• Insurica Insurance Management Network: Insurica is an independent insurance agency network offering personal, commercial, and agribusiness coverage across multiple states through a multi-carrier model. Its decentralized agency structure serving local communities parallels Zolezzi's small-town, relationship-driven independent agency model.
• Cross Insurance: Cross Insurance is a regional independent insurance agency offering personal, commercial, and life/health products through multi-carrier arrangements, primarily serving the Northeast U.S. It shares Zolezzi's core business model of independent multi-line brokerage serving individuals and businesses.
• Higginbotham: Higginbotham is an independent insurance agency offering personal, commercial, and employee benefits products through a multi-office, multi-carrier model primarily serving the southern and central U.S. Its independent multi-line structure and emphasis on local relationship-based service mirror Zolezzi's operating approach.

Regional players

• PayneWest Insurance: PayneWest Insurance is a Pacific Northwest-focused independent insurance agency offering personal, commercial, and benefits products across Oregon, Washington, Idaho, and Montana. Its regional concentration in the same Pacific Northwest geography and multi-line independent model make it a highly comparable regional peer to Zolezzi.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/zolezziinsurance

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Zolezzi Insurance Agency