MB Insurance Consultants

What MB Insurance Consultants does

MB Insurance Consultants is a privately held, small independent insurance consulting firm based in Barrington, Illinois, serving business groups and individuals or families. Its insurance offering includes group health, dental, vision, life, disability, accidental, long-term care, and key-man coverage, with self-funded, level-funded, and fully insured plan options. The firm states that Brian McSweeney is a registered representative and that the LLC is a Broker/Dealer registered in Illinois, Wisconsin, and California; he is licensed to offer insurance products in all 50 states. The company earns commissions on insurance products sold and uses quote-based, pay-as-you-go pricing, with direct sales conducted through its website, telephone, email, social media, and licensed representatives.

Separately, MB Insurance Consultants provides custom CRM consulting. Each CRM is tailored to the client's business model, includes custom design and branding, can integrate or pass information to third-party vendors, and supports unlimited users with different levels of restricted access on PCs and mobile devices. No public CRM pricing is disclosed, and the information does not establish that this consulting system is a proprietary software product used as MB Insurance Consultants' own internal platform.

Name

MB Insurance Consultants

Legal name

MB Insurance Consultants LLC

Website

https://mbinsc.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

MB Insurance Consultants is a small independent insurance consultancy serving business groups and individuals with group benefits and life, disability, dental, and vision coverage. It also builds tailored CRM systems with custom branding, third-party API integrations, and role-based access.

Ownership category

akta.pro rank

Headquarters

HQ city

Barrington, Illinois

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Consulting & Commissions: The company generates revenue through insurance consulting services for groups and individuals. As a registered representative with MB Insurance Consultants LLC (a Broker/Dealer), they earn commissions on insurance products sold including group benefits, life insurance, dental, vision, and other coverage types.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

MB Insurance Consultants is an independent insurance brokerage and consulting firm that sells group and individual insurance products, including group health, dental, vision, life, disability, accidental, and long-term care coverage, as well as individual life insurance and key-man life insurance. As a registered Broker/Dealer, the firm earns commissions on placements and also offers custom CRM consulting as an ancillary service, building tailored customer relationship management systems for clients.

Product overview

MB Insurance Consultants is an independent insurance consulting firm offering a portfolio of group benefits and insurance services, including group insurance consulting, self-funded plans, level funded plans, fully insured plans, dental and vision coverage, group life and disability insurance, and key-man life insurance. Additionally, the company provides custom CRM consulting services, building fully tailored customer relationship management systems for clients with custom design, API integrations, and cross-platform PC and mobile access. The core offerings are insurance consulting services for groups and individuals, supplemented by technology consulting for custom CRM development.

Differentiator

Problem solved

Functional benefit

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Hub International: Hub International is a major North American insurance brokerage placing commercial, personal, employee benefits, and specialty coverage — comparable as a multi-line independent broker serving group and individual clients with multi-state producer networks.
• USI Insurance Services: USI is one of the largest US insurance brokerage and consulting firms with deep employee benefits consulting practices — closely comparable to MB in servicing employer group benefits clients with independent, multi-carrier placement.
• AssuredPartners: AssuredPartners is a US insurance brokerage placing commercial, personal, and employee benefits coverage through independent agents — comparable in model and in serving group benefits buyers across multiple states.
• Cottingham & Butler: Cottingham & Butler is an independent insurance brokerage providing commercial, employee benefits, and personal lines — comparable in independent multi-line brokerage model with group benefits as a core service line.
• Alera Group: Alera Group is a US insurance and financial services firm formed by aggregating independent agencies, providing group benefits and commercial coverage — comparable in independent-broker structure and SMB/mid-market benefits focus.
• Higginbotham: Higginbotham is an independent insurance brokerage providing commercial, personal, and employee benefits coverage with strong Texas/Midwest roots — comparable as a multi-line independent broker with group benefits expertise.
• Holmes Murphy: Holmes Murphy is an independent insurance brokerage specializing in commercial, benefits, and risk management consulting — directly comparable in independent brokerage model with employee benefits consulting at the core.
• Brown & Brown: Brown & Brown is a national insurance brokerage distributing property/casualty, employee benefits, and personal lines through independent producers — directly comparable in independent brokerage model and multi-carrier distribution to MB's approach.
• NFP (National Financial Partners): NFP is a large US insurance broker and consultant providing property/casualty, benefits, and wealth management — comparable in independent brokerage structure and group benefits focus across mid-market and individual clients.
• OneDigital: OneDigital is one of the largest US insurance, financial services, and HR consulting firms focused on the mid-market employer group benefits space — the same core customer segment (business groups seeking health, dental, vision, life, and disability coverage) that MB Insurance Consultants serves.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/wix
• LinkedInlinkedin.com/company/mb-insurance-consultants

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 MB Insurance Consultants