What Engineered Insurance Services does

Engineered Insurance Services (EIS) is a US commercial insurance brokerage headquartered at 2211 Medina Road, Suite 501, Medina, Ohio, launched in September 2024. The firm operates two service pillars: a 13-product commercial insurance portfolio spanning property, general liability, commercial auto, workers compensation, umbrella, inland marine, bonds/surety, professional liability/E&O, cyber, D&O, EPLI, crime, and business interruption coverage; and a risk mitigation practice offering risk assessments, tailored training, property inspections, telematics, claims analysis, and emergency response planning. EIS pursues a consultative, sales-led model targeting both small businesses and corporate entities across at least nine verticals including real estate, manufacturing, professional services, hospitality, healthcare, technology, self-storage, contractors, and distribution, with exclusive Broker of Record relationships and TCOR-focused program design.

The company is privately held with approximately 8 employees and no disclosed external funding. It is led by founder and President Andrew Ryan, with founding members drawn from Engineered Tax Services (Julio Gonzalez, Mick Hunt, Michael D'Onofrio, Heidi Henderson, Kim Lochridge) and a leadership bench including VP Jack Hertvik, VP Client Services Brett Adams, Marketing Director Julie Haas, and National Sales Director Matt LaRocca. Revenue is generated through standard brokerage commissions (contingency and flat commissions on placed premium) plus risk mitigation professional services fees, with pricing determined per engagement and billing on an annual cadence tied to policy renewals.

Distribution is direct (enterprise field sales plus inside sales account management) with no resellers, supported by a multi-channel demand generation engine spanning SEO, blog, social media (Facebook, Instagram, LinkedIn, YouTube), newsletter, case studies, press resources, and webinars/podcasts. A core strategic partnership with Engineered Tax Services provides cross-referral access to commercial property clients pursuing engineering-based cost segregation studies, bundling tax savings with insurance placement.

Name

Engineered Insurance Services

Legal name

Engineered Insurance Services

Website

https://engineeredinsuranceservices.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

Engineered Insurance Services is a privately held US commercial insurance brokerage, launched September 2024 and headquartered in Medina, Ohio, offering 13 commercial insurance lines plus risk mitigation services to small businesses and corporate entities across nine verticals via a direct, sales-led model.

Ownership category

akta.pro rank

Product category

Commercial Insurance Brokerage

NAICS

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

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Technology Errors & Omissions (Tech E&O) / Professional Liability (FSAJAOAC)

akta.pro secondary industry

Directors & Officers (D&O) Liability (FSAJADAF)

Keywords

• Commercial insurance brokerage
• Commercial property insurance
• Risk mitigation services
• Professional liability insurance
• Workers compensation insurance

Headquarters

HQ city

Medina

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Brokerage Commissions: EIS earns commissions from insurance carriers for placing commercial insurance policies. The company acts as an intermediary between clients and insurers, earning contingency commissions and书面 commissions based on premium volume placed.
2. Risk Mitigation Consulting Services: Professional consulting services including risk assessments, tailored training programs, claims analysis, and emergency response planning. These services complement insurance placement and add value to the core insurance offering.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

Engineered Insurance Services is a US commercial insurance brokerage that engineers custom commercial property and casualty insurance programs and provides risk mitigation services for small businesses and corporate entities. The company places business insurance with top-tier carriers under exclusive Broker of Record relationships and supplements coverage placement with proactive risk assessments, training, telematics, claims analysis, and emergency response planning.

Product overview

Engineered Insurance Services offers a unified commercial insurance platform with two core service pillars: Commercial Insurance products and Risk Mitigation Services. The Commercial Insurance portfolio includes property, general liability, commercial auto, workers compensation, umbrella, inland marine, bonds/surety, professional liability (E&O), cyber, D&O, EPLI, crime, and business interruption insurance. Risk Mitigation Services provides proactive solutions including risk assessments, training programs, cybersecurity measures, property inspections, telematics, claims analysis, and emergency response planning. The company serves diverse markets including real estate, hospitality, manufacturing, technology, professional services, and healthcare, engineering customized programs to protect assets, reduce costs, and mitigate risks.

Differentiator

Problem solved

Functional benefit

Products and services

• Commercial Property Insurance Property insurance coverage that protects tangible business assets including buildings, equipment, and inventory from perils such as fire, flood, or other property-related damage; targeted at small businesses and corporate entities.
• General Liability Insurance General liability insurance protecting businesses against third-party claims for bodily injury or property damage occurring on premises or as a result of business operations.
• Commercial Auto Insurance Auto insurance covering business vehicle fleets against accidents, damage, and liability claims related to company vehicle use.
• Workers Compensation Insurance Workers' compensation coverage providing financial protection for workplace injuries or illnesses suffered by employees, supporting legal compliance and a safe work environment.
• Umbrella Insurance Umbrella insurance that extends the coverage limits of other commercial policies, providing additional protection against catastrophic events and high-cost liability claims.
• Inland Marine Insurance Inland marine coverage safeguarding valuable assets and equipment while in transit or stored at various locations, providing protection beyond traditional property insurance.
• Bonds/Surety Bonding services assisting clients in securing performance bonds, bid bonds, and other surety products required for contractual obligations and government projects.
• Professional Liability Insurance (E&O) Errors and omissions / professional liability coverage that protects professional service firms against claims of professional negligence and wrongful acts.
• Cyber Insurance Cyber insurance covering financial losses from cyberattacks, data breaches, and other digital threats, safeguarding sensitive data and supporting business continuity.
• Directors and Officers (D&O) Insurance D&O liability insurance covering legal costs and financial losses if directors or officers are sued for decisions made on behalf of the company.
• Employment Practices Liability Insurance (EPLI) EPLI protecting businesses from employee claims regarding workplace violations, including wrongful termination and harassment.
• Crime Insurance Commercial crime insurance providing protection for business assets including merchandise, real property, money, and securities.
• Business Interruption Insurance Coverage that replaces lost income and covers extra expenses when a business is temporarily unable to operate due to a covered event such as fire or natural disaster.
• Risk Mitigation Services Proactive risk mitigation solutions including risk assessments, tailored training programs, cyber security measures, property inspections, telematics, claims analysis, and emergency response planning offered alongside EIS commercial insurance placements.

Quantifiable outcome

• Engineering-based cost segregation studies can accelerate 20% to 40% of a property's depreciable basis, creating significant tax savings

Segments11 records

Ideal customer profiles11 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Engineered Tax ServicescoreStrategic or Co-development PartnerStrategic partnership with Engineered Tax Services for cost segregation studies and tax optimization strategies. EIS refers clients for engineering-based cost segregation studies that can accelerate 20-40% of a property's depreciable basis. The partnership provides additional value to commercial property clients by combining insurance risk management with tax savings strategies. Julio Gonzalez serves as Founder of Engineered Tax Services and founding member of EIS.

Scale indicators1 record

Expansion highlights4 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@EngineeredInsuranceServices
• Facebookfacebook.com/EngineeredInsuranceServices
• LinkedInlinkedin.com/company/engineered-insurance-services
• Instagraminstagram.com/engineeredinsuranceservices

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Engineered Insurance Services