Strategy Insurance

What Strategy Insurance does

Strategy Insurance Brokers (operates as Strategy Insurance) is an independent insurance brokerage agency headquartered in Olympia, Washington, with a stated operating history of nearly 50 years. The firm is privately held and operates with 1-10 employees, serving individuals and small-to-mid-sized businesses throughout Washington State. The agency is led by a Certified Insurance Counselor (CIC) principal and operates a sales-led, relationship-driven go-to-market model delivered through website lead capture, phone, email, and in-person consultations.

The company's product portfolio spans four core service lines: Personal Insurance (including high-net-worth, home, auto, individual life, and motorcycle), Business Insurance (business owners policies, general liability, business auto, workers' compensation, commercial property), Industry-Specific Insurance covering 80+ industries (contractor, trucking, professional services, restaurant, landlord, technology, healthcare, manufacturing, transportation, hospitality), and Employee Benefits (group health, dental, vision, 401(k), and disability). Rather than underwriting proprietary products, Strategy Insurance distributes policies from 45+ carrier partners including Allstate, National General, Progressive, AIG, Chubb, Liberty Mutual, Travelers, and Zurich, and earns commissions on each policy placed and serviced.

The technology stack is light and largely third-party: a website with educational content, interactive Clickable Coverage graphics (licensed from FMG Suite/Agency Revolution), and a Service Center portal for self-service tasks including claim reporting, bill payment, auto ID card requests, certificate requests, policy reviews, and policy changes. Revenue is quote-based and varies by client circumstances and coverage needs, with billing on a monthly recurring cadence. The agency augments its direct channel with a refer-a-friend program and outreach to industry-specific and SMB segments. No external funding, M&A, or parent-company ownership is referenced.

Name

Strategy Insurance

Legal name

Strategy Insurance Brokers

Website

https://strategyinsurance.net

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Strategy Insurance Brokers is an independent insurance agency in Olympia, WA serving Washington State individuals and businesses. It distributes personal, commercial, industry-specific, and employee benefits coverage through 45+ carrier partnerships, led by a Certified Insurance Counselor principal.

Ownership category

akta.pro rank

Product category

Insurance Brokerage Services

NAICS

Insurance Agencies and Brokerages (52421)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Retail (Personal Lines) Insurance Brokerage (FSAEADAA)

akta.pro secondary industries

Mid-Market Commercial Package (Package Policies) (FSAJAFAB), Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines) (FSAEADAJ)

Keywords

• Independent insurance brokerage
• Personal insurance coverage
• Commercial insurance coverage
• Employee benefits brokerage
• Specialty industry insurance

Headquarters

HQ city

Olympia

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

Revenue model

1. Insurance Brokerage Commissions: As an independent insurance agency/broker, Strategy Insurance Brokers earns commissions from insurance carriers for policies sold and serviced. They represent multiple insurance companies (45+ insurers) including Allstate, National General, Progressive, and others, earning commissions on each policy placed.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Strategy Insurance is an independent insurance brokerage agency that sells personal insurance, business insurance, industry-specific insurance, and employee benefits coverage by placing clients with a diversified panel of more than 45 insurance carriers. The agency serves both individual consumers and businesses in the Pacific Northwest from its Olympia, WA office, supported by an online Service Center portal and Clickable Coverage educational tools.

Product overview

Strategy Insurance is an independent insurance brokerage agency offering a comprehensive portfolio of insurance products and services through a network of 45+ insurance carriers. The company provides four core service lines: Personal Insurance (covering high net worth individuals, homeowners, auto, life, and motorcycle), Business Insurance (including business owners policies, general liability, commercial property, and workers compensation), Industry-Specific Insurance (tailored solutions for 80+ industries including contractors, trucking, restaurants, and technology firms), and Employee Benefits (group health, dental, vision, 401(k), and disability coverage). As an independent agency, they offer comparative shopping across multiple insurers rather than a single proprietary product, providing customized risk management solutions for Washington State businesses and families.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Insurance Personal-lines insurance coverage for individuals and households, including home, auto, life, and recreational vehicles, brokered from the agency's 45+ carrier panel for retail consumers and families.
• Business Insurance Commercial insurance coverage for small and mid-sized businesses, including property, liability, commercial auto, and workers compensation, sourced from the agency's carrier panel and supported by a Service Center portal for certificates and policy changes.
• Industry-Specific Insurance Specialty insurance coverage tailored to the risk profiles of specific trades and industries, placed through the agency's carrier network for clients whose needs exceed standard commercial policies.
• Employee Benefits Group employee benefits brokerage for employers, including benefits placement and ongoing service, positioned as a distinct offering alongside the agency's personal and commercial insurance lines.

Quantifiable outcome

• Access to 45+ insurers provides multiple coverage options
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered core.

• AllstatecoreChannel Partner/ Reseller/ DistributorAllstate is one of the major insurance carriers represented by Strategy Insurance Brokers. The agency sells and services Allstate insurance products to their customers as an independent agent.
• National GeneralcoreChannel Partner/ Reseller/ DistributorNational General is one of the insurance carriers represented by Strategy Insurance Brokers. The agency sells and services National General insurance products to their customers.
• ProgressivecoreChannel Partner/ Reseller/ DistributorProgressive is one of the major insurance carriers represented by Strategy Insurance Brokers. The agency sells and services Progressive insurance products as an independent agent.
• 45+ Insurance CarrierscoreChannel Partner/ Reseller/ DistributorStrategy Insurance Brokers represents over 45 different insurance companies/carriers total, providing them access to a wide range of insurance products to meet diverse customer needs. Additional carriers include AIG, Assurant, Berkshire Hathaway Guard, Chubb, Dairyland, Foremost, Hagerty, Liberty Mutual, Nationwide, Travelers, and Zurich among others.

Scale indicators4 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• PayneWest Insurance: Regional independent insurance agency operating in the Pacific and Mountain West. Comparable independent-agency model, multi-line product mix, and SMB/individual customer base.
• Brown & Riding Insurance Services: Specialty insurance brokerage with deep expertise in commercial and industry-specific lines (contractor, trucking, professional). Directly comparable in the specialty/industry segment Strategy Insurance pursues.
• Heffernan Insurance Brokers: Independent insurance brokerage offering personal, business, and benefits products across multiple carriers. Directly comparable business model to Strategy Insurance Brokers — multi-carrier retail brokerage serving SMBs and individuals.
• Woodruff-Sawyer & Co: Independent insurance brokerage providing commercial and personal insurance solutions across multiple carriers. Comparable multi-carrier, multi-line broker operating with similar GTM to Strategy Insurance.
• Parker, Smith & Feek: PNW-headquartered independent insurance and risk-management broker. Closely comparable regional peer, especially given Strategy's Washington State focus and independent-agency model.

Emerging players

• CoverWallet: Digital-first commercial insurance brokerage targeting SMBs with simplified online quoting and binding. Comparable SMB/commercial focus via an alternative digital distribution channel that competes for the same end customers as Strategy's business-insurance book.

Broad incumbents

• Brown & Brown, Inc. Large national insurance brokerage distributing personal, commercial, and benefits products. Comparable independent-style distribution model at significantly larger scale; competes in many of the same regional mid-market segments.
• USI Insurance Services: Large national insurance brokerage offering property/casualty, employee benefits, and specialty coverage. Overlaps with Strategy's full product portfolio at much greater scale, often competing for mid-market accounts.
• Marsh McLennan: Global insurance brokerage and advisory powerhouse. Operates adjacent in risk advisory and commercial placement, representing a larger incumbent against which Strategy's specialty expertise must differentiate.
• Arthur J. Gallagher & Co. Global insurance brokerage and risk-management firm. Comparable breadth across personal, commercial, and benefits lines, though at vastly larger scale and with broader geographic reach.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/StrategyInsLLC
• Facebookfacebook.com/StrategyInsuranceWA
• LinkedInlinkedin.com/company/strategy-insurance-brokers-llc

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 Strategy Insurance