UIB
UIB Insurance Brokerage Services Inc. is a privately held, Oakland-based independent insurance brokerage licensed in California that places commercial and business insurance coverage for business clients via multi-carrier access on a commission basis.
- Company typePrivate
- Founded2000
- HeadquartersOakland, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What UIB does
UIB Insurance Brokerage Services Inc. is a privately held, California-licensed commercial insurance brokerage headquartered at 5111 Telegraph Avenue #323, Oakland, CA. The firm operates as an independent broker with multi-carrier access, serving business and commercial clients that require coverage for assets and operations across a stated vertical positioning. Its go-to-market is consultative, direct, and referral-driven, with a primary public-facing contact in David Forsyth ([email protected]); the marketing footprint is centered on LinkedIn-based professional networking rather than paid or inbound digital channels. The firm has been in continuous operation since 2000 and reports 51-100 employees per its firmographic data, but discloses no product lineup, technology platform, integrations, app, API, patents, certifications, partnerships, or named customers.
The revenue mechanic is standard agency economics: UIB earns commissions paid by insurance carriers when it successfully places policies for business clients. Pricing is quote-based and varies by insured risk profile, coverage scope, industry class, and selected carrier; contracts are described as multi-year, and no standardized pricing tiers are published. The operating footprint is explicitly limited to California, with no claims of broader U.S. or international coverage. Public material on the company's website lists no named products or modules, and product/solution descriptions are generic commercial-insurance advisory language rather than packaged offerings.
Operationally, the firm presents as a small, relationship-led independent agency with minimal public digital infrastructure, no disclosed funding or M&A history, no awards, and no regulatory actions on file. The website credits Reverence Global for development and SEO, and the most recent footer date indicates a refresh in June 2026. Data signals for technology, partnerships, certifications, and customer logos are uniformly absent from the input, so any assessment of scale, moat, or trajectory beyond the basic firmographic record is necessarily constrained.
UIB firmographics
Firmographics- Name
- UIB
- Legal name
- UIB Insurance Brokerage Services Inc.
- Website
- https://uibinc.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- UIB Insurance Brokerage Services Inc. is a privately held, Oakland-based independent insurance brokerage licensed in California that places commercial and business insurance coverage for business clients via multi-carrier access on a commission basis.
- Ownership category
- akta.pro rank
UIB industry classification
Industry- Product category
- Commercial Insurance Brokerage
- NAICS
- Insurance Agencies and Brokerages (52421), Insurance Agencies and Brokerages (524210)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines) (FSAEADAJ)
Keywords
Where UIB is headquartered
LocationHeadquarters
- HQ city
- Oakland
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
UIB business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Insurance Brokerage Commission: The company operates as an insurance brokerage, earning commissions on insurance policies placed for clients. Revenue is generated through commissions paid by insurance carriers on successful policy placements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Quote-based commercial insurance products |
Distribution channels1 record
Marketing channels1 record
UIB product offering
Product offeringCore offering
UIB Insurance Brokerage Services Inc. operates as an independent commercial insurance brokerage that helps businesses identify, compare, and purchase insurance coverage through multiple insurance carriers. The firm provides consultative guidance to business clients on selecting appropriate coverage for their operations and assets, earning commissions from carriers on successfully placed policies.
Product overview
UIB Insurance Brokerage Services Inc. is a business and commercial insurance brokerage firm located in Oakland, California. The company provides insurance services to protect business assets and operations, though no specific named products or modules are detailed on their website.
Differentiator
Problem solved
Functional benefit
Products and services
- Business & Commercial Insurance Brokerage
Companies that use UIB
Customer profileSegments1 record
Ideal customer profiles1 record
UIB technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
UIB partnerships and signals
Strategic signalRecent moves3 records
UIB competitors and assessment
Company assessmentDirect peers
- Relation Insurance Services: Independent commercial insurance brokerage built through acquisition of regional agencies. Direct competitor in the independent commercial-brokerage model, with comparable revenue streams from carrier commissions on business insurance.
- Heffernan Insurance Brokers: Independent commercial insurance brokerage headquartered in Walnut Creek, California, serving businesses across the Bay Area and beyond. Closely comparable to UIB in geographic focus, independent structure, and commercial-lines emphasis, though larger in scale.
- Brown & Riding Insurance Services: Specialty commercial insurance brokerage providing property, casualty, and professional lines to businesses. Comparable to UIB in its commercial-brokerage focus and commission-based revenue model, with broader specialty depth.
- Woodruff-Sawyer & Co. San Francisco-based independent insurance brokerage specializing in commercial and business insurance, with deep Bay Area roots. Comparable to UIB as a regional independent commercial broker operating in the same geographic and product market.
Broad incumbents
- USI Insurance Services: Large national commercial insurance brokerage serving middle-market and enterprise clients across the U.S. Comparable to UIB in core commercial-brokerage activities, but at vastly greater scale and with national reach rather than California concentration.
- Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm providing commercial P&C, benefits, and risk advisory to businesses. Overlaps with UIB in commercial insurance brokerage but operates at massive scale with comprehensive capabilities.
- Alliant Insurance Services: National specialty-focused commercial insurance brokerage with significant presence in California. Overlaps with UIB in commercial-lines placement and broker-of-record services for middle-market businesses.
- Lockton Companies: Largest independent insurance brokerage globally, focused on commercial insurance and risk management. Comparable to UIB in independent brokerage structure and commercial focus, but at far greater scale and geographic scope.
- Marsh McLennan: Global professional services firm offering commercial insurance brokerage via Marsh. Competes with UIB in the same commercial-insurance placement space, but serves enterprise and global clients with broader risk advisory.
Emerging players
- Acrisure: Fast-growing, tech-enabled insurance brokerage built through aggressive acquisitions of regional commercial agencies. Competes with UIB for SMB and middle-market commercial accounts and has been actively acquiring California-based brokerages.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
UIB social profiles
Digital presenceUIB financial estimates
Financial estimateRevenue estimate
Valuation estimate
UIB leadership team
Management profileNumber of profiles
Profiles1 record
UIB funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
UIB 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 UIB
What does UIB do?
UIB Insurance Brokerage Services Inc. operates as an independent commercial insurance brokerage that helps businesses identify, compare, and purchase insurance coverage through multiple insurance carriers. The firm provides consultative guidance to business clients on selecting appropriate coverage for their operations and assets, earning commissions from carriers on successfully placed policies.
Is UIB a public or private company?
UIB is a private company. It is classified as unknown and is currently operating.
When was UIB founded?
UIB was founded in 2000. It employs 51 to 100 people.
Where is UIB based?
UIB is headquartered in Oakland, United States, in the North America region.
How does UIB make money?
One revenue line is on record: insurance Brokerage Commission.
Who are UIB's main competitors?
Direct peers on record are Relation Insurance Services, Heffernan Insurance Brokers, Brown & Riding Insurance Services and Woodruff-Sawyer & Co.. Broad incumbents are USI Insurance Services, Arthur J. Gallagher & Co., Alliant Insurance Services, Lockton Companies and Marsh McLennan. Acrisure is listed as an emerging player.
Does UIB have an API?
No public API is recorded for UIB.
What industry is UIB in?
UIB's product category is Commercial Insurance Brokerage. Its primary akta.pro industry code is FSAEADAJ, Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines). Its NAICS code is 52421 and its SIC code is 6411.