Bishop-Durden-Hale Insurance Group

What Bishop-Durden-Hale Insurance Group does

Oakbridge Insurance is a privately held independent insurance brokerage and agency operating under the broader Bishop-Durden-Hale Insurance Group identity, headquartered at 12600 Deerfield Parkway, Suite 150, Alpharetta, Georgia, with a local office presence in Savannah, Georgia. The firm operates as a national brokerage with a community-connection ethos, serving both businesses and individuals through a relationship-driven sales motion across five core product categories: Commercial Insurance (industry-specific coverage spanning Construction, Hospitality, Trucking, Municipalities, Non-Profits, Private Equity, and more than 25 other verticals), Personal Insurance (including Aircraft, Farm & Ranch, Private Client/High Net Worth, Recreational Vehicles, and Yachts), Employee Benefits (Benefits Administration, Compliance, Enrollment, Pharmacy Management, Stop Loss Management), Surety (Bid, Performance, Payment, License & Permit, Judicial, Maintenance, Lien Transfer, Subdivision, and Supply Bonds), and Life & Health (Life, Disability, Long-Term Care, Dental & Vision, Medicare Advantage, Medicare Supplement, and Prescription Drug Plans). These core lines are wrapped in the +One service model, which bundles proactive support, strategic claims advocacy, and expert guidance to unify the client experience across products.

The business model is commission-based brokerage, earning transaction fees on policies placed with insurance carriers accessed through multi-carrier relationships. Pricing is quote-based and risk-specific, with no publicly disclosed rate cards or tiers; revenue mechanics are tied to premium volume, carrier mix, and renewal retention rather than subscription or fee-for-service arrangements. Distribution combines direct, relationship-led sales for enterprise and mid-market accounts with a self-serve client portal (portald24.csr24.com) for existing policyholders, and the firm has formalized a Partnership program that extends its carrier and market access to independent producers and agencies.

On the technology dimension, the input discloses no proprietary platform, no AI or machine-learning capabilities, no API or SDK surface, and no in-house underwriting engine — the firm relies on third-party carrier systems and a CSR24 client portal. The firm has accumulated a strong intangible-asset profile: it is ranked #50 in Business Insurance's Top 100 Brokers of US Business 2025, recognized as a Top 50 Independent Insurance Agency and Top 100 P/C Agency 2025 by Insurance Journal, designated a Big I Best Practices Agency 2025, and holds a 2024 Top Rated Employee Benefits credential. Customer concentration cannot be quantified from the input — no client logos, segment revenue splits, or headcount data are provided for the Oakbridge entity, though the Bishop-Durden-Hale firmographic layer lists 10 employees at the Savannah location, suggesting that local-office scale differs materially from the broader national brokerage scale.

Name

Bishop-Durden-Hale Insurance Group

Legal name

Oakbridge

Website

https://bishopdurdenhale.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Oakbridge Insurance is an independent national insurance brokerage operating under the Bishop-Durden-Hale Insurance Group, delivering commercial, personal, employee benefits, surety, and life & health coverage to businesses and individuals via multi-carrier relationships and the +One service model.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Nonprofit / Social Services BOP (FSAJAFAM)

akta.pro secondary industries

Individual Health Insurance Brokerage & Distribution (FSAIAEAL), Group/Employer-Sponsored Critical Illness & Hospital Indemnity (FSAIAKAD), Non-Participating Whole Life Insurance (FSAIABAJ)

Keywords

• Commercial insurance brokerage
• Personal insurance coverage
• Employee benefits administration
• Surety bond services
• Life and health insurance

Headquarters

HQ city

Alpharetta

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: Oakbridge Insurance operates as an independent insurance agency/brokerage earning commissions on insurance policies placed with carriers. They offer multiple insurance lines: Commercial Insurance (industry-specific protection), Personal Insurance (coverage for personal assets), Employee Benefits (talent attraction and protection programs), Surety (financial security and compliance), and Life & Health insurance (individual and family coverage). Revenue is generated through commissions from insurance carriers based on policy placement and ongoing premium volume.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Bishop-Durden-Hale Insurance Group operates as an independent insurance brokerage placing commercial insurance, personal insurance, employee benefits, surety bonds, and life and health coverage with carrier partners on behalf of businesses and individuals. Revenue is generated through commissions earned on policy placement and ongoing premium volume across these five core insurance lines.

Product overview

Oakbridge provides a full suite of insurance solutions organized into five core product categories: Commercial Insurance, Personal Insurance, Employee Benefits, Surety, and Life & Health. These are complemented by +One, a unified service model that brings together proactive support, strategic claims advocacy, and expert guidance to support all core insurance offerings.

Differentiator

Problem solved

Functional benefit

Brands

• +One: A unified service model bringing together proactive support, strategic claims advocacy, and expert guidance, supporting their core insurance solutions.

Products and services

• Commercial Insurance

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Insurance Carriers (Unnamed)coreOthersAs an independent insurance agency/brokerage, Oakbridge maintains partnerships with multiple insurance carriers to provide coverage options across commercial, personal, employee benefits, surety, and life/health insurance lines. The company accesses markets and underwriting capacity through these carrier relationships to match client needs with appropriate coverage.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Arthur J. Gallagher & Co. Global, publicly-traded insurance brokerage and risk management firm offering commercial P&C, employee benefits, risk management, and consulting — overlapping with Oakbridge across every core product line but at substantially greater scale.
• Marsh McLennan: Global insurance brokerage and risk advisory giant — overlaps with Oakbridge on commercial P&C, employee benefits, and surety but at vastly greater scale and with global risk consulting capabilities.
• Lockton Companies: World's largest privately-held insurance brokerage offering commercial, employee benefits, and risk consulting globally — comparable national footprint and multi-line brokerage model.

Direct peers

• Brown & Brown Insurance: Large US insurance brokerage ranked among the top 5 US brokers, offering commercial P&C, employee benefits, personal lines, and program business across all 50 states — directly comparable in product mix and national distribution model.
• AssuredPartners: Top 20 US insurance brokerage built through M&A, providing commercial, personal, employee benefits, and surety coverage — directly comparable multi-line brokerage competitor.
• Hub International: Top 10 North American insurance brokerage offering commercial, personal, employee benefits, and specialty coverage via a hub-and-spoke national model — directly comparable mid-large brokerage competitor.
• The Baldwin Group: Top 30 US insurance brokerage offering commercial, personal, employee benefits, and wealth advisory via an integrated model — comparable national brokerage with multi-line offerings.
• USI Insurance Services: Top 10 US insurance brokerage offering commercial, personal, and employee benefits with strong middle-market and specialty practice — directly comparable in scale, product mix, and middle-market focus.
• Acrisure: Rapidly growing Top 10 US insurance brokerage built via aggressive M&A roll-up, offering commercial, personal, employee benefits, and specialty lines. Directly comparable as a Top 50+ national brokerage competitor pursuing acquisition-led growth.
• NFP (Aon): Top 10 US insurance brokerage and benefits consultancy acquired by Aon, offering commercial, personal, and employee benefits coverage — comparable national middle-market broker.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/bishop-durden-hale-insurance-group

Revenue estimate

Valuation estimate

Number of profiles

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 Bishop-Durden-Hale Insurance Group