Lewis & Associates Insurance Brokers

What Lewis & Associates Insurance Brokers does

Lewis & Associates Insurance Brokers is a privately held retail insurance brokerage and employee benefit consultancy headquartered in Visalia, California. Founded in 1927, the firm operates as a small, relationship-driven practice — firmographic data indicates a headcount band of 11 to 50 employees — placing insurance coverage and advising on employee benefit programs for clients, with a market presence rooted in California's Central Valley. The firm's website domain (since1927.com) underscores its 97-year heritage and positions longevity as a core brand asset; no specific products, technology platforms, carrier partnerships, or proprietary tools are disclosed in the source data.

The firm earns revenue through the standard mechanics of a retail insurance broker: commissions on premiums placed with carriers and fees for employee benefit consulting services. Pricing is inherently quote-based and tied to client risk profiles, coverage scope, and line of business, but no commission schedules, contract structures, or carrier rosters are documented. The firm does not disclose any digital products, AI features, or technology differentiation; it appears to operate as a traditional, locally anchored brokerage where customer acquisition and retention rely on producer relationships rather than platform or data advantages.

A material data quality caveat applies: the bulk of the operational and financial data in the source set — $13.8B in revenue, 1,116 offices across 130+ countries, NYSE listing under ticker AJG, Pat Gallagher as Chairman and CEO — clearly describes Arthur J. Gallagher & Co., not Lewis & Associates. This analysis is grounded in the firmographic facts that pertain to Lewis & Associates and explicitly excludes the misattributed Gallagher-scale data; investors should treat the large-scale metrics as not applicable to this entity.

Name

Lewis & Associates Insurance Brokers

Legal name

Arthur J. Gallagher & Co.

Website

https://since1927.com

Company type

Public

Founded year

1930

Operating status

Operating

Headcount range

11–50 employees

Short description

Lewis & Associates Insurance Brokers is a privately held retail insurance brokerage and employee benefit consultant founded in 1927, serving clients from Visalia, California with a small relationship-driven team of 11–50 employees.

Ownership category

akta.pro rank

Headquarters

HQ city

Visalia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Insurance and Risk Management Brokerage: Commission-based insurance brokerage services providing risk management solutions to businesses globally. Revenue generated through premiums placed on behalf of clients and fees for risk consulting services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Lewis & Associates Insurance Brokers is a retail insurance broker that places insurance coverage on behalf of clients and provides employee benefit consulting services to organizations. The firm operates from Visalia, California and has served clients continuously since its founding in 1927.

Product overview

Gallagher offers a platform of insurance and risk management solutions alongside benefits and human resources consulting services. The core offerings include Insurance and Risk Management and Benefits and Human Resources Consulting, supported by specialized sub-brands: Global Reinsurance Brokerage (data and analytics-driven reinsurance), Claims and Risk Management, Alternative Risk Solutions, Wholesale Insurance Brokerage, Creative Underwriting Solutions, and London Market Risk Management.

Differentiator

Problem solved

Functional benefit

Products and services

• Retail Insurance Brokerage
• Employee Benefit Consulting

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators4 records

Broad incumbents

• Brown & Brown, Inc. Brown & Brown is a publicly traded national insurance brokerage (NYSE: BRO) providing retail P&C, employee benefits, and risk management across the U.S. Comparable as a diversified retail insurance broker with employee benefits consulting; operates at vastly larger scale than Lewis & Associates but competes for the same mid-market and small commercial accounts.
• USI Insurance Services: USI Insurance Services is a large U.S. insurance brokerage and risk management consulting firm serving middle-market and large clients with P&C, employee benefits, and personal lines. Comparable to Lewis & Associates as a multi-line retail broker combining property/casualty with employee benefits consulting; substantially larger and active acquirer of regional agencies.
• Hub International: Hub International is a large North American insurance brokerage offering retail P&C, benefits, and risk management solutions across the U.S. and Canada. Comparable to Lewis & Associates in core retail brokerage and benefits offerings, operating at substantially larger scale, and a likely consolidator of smaller regional agencies.
• Marsh McLennan: Marsh McLennan is a global professional services firm (NYSE: MMC) offering insurance brokerage (Marsh), risk consulting, reinsurance, and benefits consulting (Mercer). Comparable to Lewis & Associates in retail insurance brokerage and benefits consulting categories, though at vastly larger scale and primarily serving enterprise accounts.
• Arthur J. Gallagher & Co. Gallagher is a global insurance brokerage and risk management firm (NYSE: AJG, ~$13.8B revenue) operating across 1,116 offices in 130+ countries with retail brokerage, benefits consulting, and reinsurance capabilities. Comparable to Lewis & Associates as a retail broker with employee benefits consulting, though at global scale; Gallagher often serves as acquirer of regional brokers like Lewis & Associates.

Emerging players

• Acrisure: Acrisure is a PE-backed global insurance brokerage formed through aggressive roll-up acquisitions, offering retail P&C, benefits, and reinsurance across the U.S., U.K., and Europe. Comparable to Lewis & Associates as a multi-line insurance brokerage competitor; notable as one of the most active acquirers of sub-scale regional retail brokers.
• World Insurance Associates: World Insurance Associates is a PE-backed rapidly growing insurance brokerage built through acquisition of regional retail agencies across the U.S., offering personal and commercial lines plus benefits. Comparable to Lewis & Associates in retail insurance brokerage focus; an active consolidator targeting sub-scale agencies of similar size and profile.
• Alera Group: Alera Group is a PE-backed national insurance and financial services firm formed through roll-up of regional agencies, offering P&C, employee benefits, life, and wealth management. Comparable to Lewis & Associates as a multi-line retail broker with benefits consulting; an active acquirer of similarly-sized regional brokerages.

Direct peers

• Leavitt Group: Leavitt Group is a privately-held network of regional insurance agencies offering retail P&C, benefits, and risk management to businesses and individuals, with a structure of partner-owners across multiple Western U.S. markets. Directly comparable to Lewis & Associates as a multi-line retail broker combining personal/commercial lines with employee benefits consulting in regional geographies.
• AssuredPartners: AssuredPartners is a PE-backed national insurance brokerage formed through aggressive roll-up of regional retail agencies, offering P&C, employee benefits, and risk management. Comparable to Lewis & Associates in core product offering (multi-line retail brokerage with benefits), though at significantly larger scale and as a likely acquirer of sub-scale brokers.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/lewis_since1927
• YouTubeyoutube.com/GallagherGlobal
• Facebookfacebook.com/lewis-associates-insurance-brokers-inc-116080805133463
• LinkedInlinkedin.com/company/kevin-veitia-a945b526
• Instagraminstagram.com/gallagherglobal

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries6 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 Lewis & Associates Insurance Brokers