MONTGOMERY INSURANCE AGENCY, LLC

Name

MONTGOMERY INSURANCE AGENCY, LLC

Legal name

Montgomery Insurance Agency, LLC

Website

https://montgomeryinsagency.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

1–10 employees

Short description

Montgomery Insurance Agency, LLC is an independent personal-lines insurance agency in Wenatchee, Washington, representing multiple national carriers to serve individuals and small businesses across the state with auto, home, SR-22, and specialty coverage.

Ownership category

akta.pro rank

Product category

Independent Insurance Agency

NAICS

Insurance Agencies and Brokerages (524210)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Retail (Personal Lines) Insurance Brokerage (FSAEADAA)

akta.pro secondary industry

Commercial Lines Insurance Brokerage (FSAEADAB)

Keywords

• Independent insurance agency
• Auto insurance
• Homeowners insurance
• SR-22 insurance
• Commercial auto insurance

Headquarters

HQ city

Wenatchee

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Insurance Commissions: The agency earns commissions from insurance carriers for policies sold and serviced. As an independent agency, they represent multiple insurance companies including Dairyland, Foremost, Kemper Specialty, National General, Progressive, and Liberty Mutual.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Montgomery Insurance Agency, LLC is an independent local insurance agency that sells personal and commercial insurance policies by shopping multiple national and regional carriers (Dairyland, Foremost, Kemper Specialty, National General, Progressive, Liberty Mutual). The agency specializes in auto, homeowners, renters, motorcycle, boat, SR-22, broadform, Mexico travel, and commercial auto insurance, providing quotes, policy servicing, claims assistance, and bilingual (English/Spanish) customer support.

Product overview

Montgomery Insurance Agency, LLC is an independent insurance agency that offers a comprehensive portfolio of personal and commercial insurance products. Their core offerings include auto, homeowners, renters, motorcycle, boat, SR-22, broadform, Mexico travel, and commercial auto insurance. As an independent agency, they represent multiple national and regional carriers (Dairyland, Foremost, Kemper Specialty, National General Insurance, Progressive, and Liberty Mutual) to provide competitive pricing and coverage options. They also offer add-on insurance products including travel insurance and personal umbrella policies for enhanced protection.

Differentiator

Problem solved

Functional benefit

Products and services

• Auto Insurance Vehicle coverage protecting against accidents, liability, collision, and comprehensive losses for personal vehicles. Shopped across multiple carriers to match customer needs and budget.
• Homeowners Insurance Coverage protecting the physical structure of a home, personal property, liability, and additional living expenses for homeowners.
• Renters Insurance Coverage for personal belongings, liability, and loss of use for renters of homes, apartments, or condos.
• Motorcycle Insurance Coverage for motorcycles including liability, collision, and comprehensive protection.
• Boat & Marine Insurance Coverage for boats and marine vessels protecting against water-related damages and liabilities.
• SR-22 Insurance High-risk auto insurance with SR-22 certificate filing for drivers who need to prove financial responsibility, including same-day SR-22 filings, flexible coverage, and low down payments.
• Broadform Insurance Insurance coverage for high-risk drivers who may not qualify for standard auto policies.
• Mexico Travel Insurance Specialized coverage for driving in Mexico, required since U.S. auto insurance does not cover vehicles in Mexico.
• Commercial Auto Insurance Coverage for business vehicles, fleets, and commercial drivers.
• Travel Insurance Coverage for trip cancellation, interruption, baggage delays, travel delays, and emergency medical evacuation during travel.
• Personal Umbrella Insurance Extra liability coverage that supplements primary insurance when coverage limits are insufficient.

Named customers6 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core.

• DairylandcoreChannel Partner/ Reseller/ DistributorDairyland is a national insurance carrier offering auto and motorcycle insurance. Montgomery Insurance Agency represents Dairyland to provide customers with competitive auto insurance options, including SR-22 filings. The partnership features same-day SR-22 filings, flexible coverage options, and low down payments.
• Foremost InsurancecoreChannel Partner/ Reseller/ DistributorForemost Insurance is a national insurance carrier. Montgomery Insurance Agency offers Foremost products to customers seeking various insurance coverage options through their independent agency.
• Kemper SpecialtycoreChannel Partner/ Reseller/ DistributorKemper Specialty is a national insurance carrier. Montgomery Insurance Agency represents Kemper Specialty as part of their network of insurance carrier partners.
• National General Insurance CompanycoreChannel Partner/ Reseller/ DistributorNational General Insurance Company is a national insurance carrier. Montgomery Insurance Agency offers National General products as part of their independent agency representation.
• The Progressive CorporationcoreChannel Partner/ Reseller/ DistributorThe Progressive Corporation is one of the largest U.S. insurance insurers. Montgomery Insurance Agency represents Progressive to provide customers with competitive auto and other insurance products.
• Liberty Mutual InsurancecoreChannel Partner/ Reseller/ DistributorLiberty Mutual Insurance is a national insurance carrier. Montgomery Insurance Agency represents Liberty Mutual to help customers find coverage at affordable prices, providing professional service and peace of mind.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Regional players

• Country Financial: Regional personal and commercial lines carrier serving the Pacific Northwest and Midwest through local agents. Comparable local-agent distribution model for personal and small commercial lines, with overlapping Washington state footprint.
• PEMCO Insurance: Pacific Northwest-focused personal lines carrier headquartered in Seattle. Comparable because both operate in the Washington state personal lines market, though PEMCO is itself a carrier rather than an independent agency and operates in a broader PNW geography.

Broad incumbents

• Progressive: Montgomery's largest carrier partner and the leading US personal auto insurer. Comparable because Progressive is both a key partner and the dominant direct-to-consumer competitor threatening local agent economics.
• Liberty Mutual Insurance: One of Montgomery's core carrier partners and a broad US property and casualty incumbent. Comparable because Liberty Mutual is both a key partner (commission revenue source) and a competitive incumbent selling personal and small commercial lines direct.

Direct peers

• Farmers Insurance: Personal and commercial lines carrier distributed primarily through captive agents. Comparable agent-driven distribution model for personal auto and home, though at much larger scale and with proprietary products.
• Allstate: National personal lines carrier with a large exclusive agent footprint. Comparable to Montgomery's model of selling personal auto, home and other lines through local agents; Allstate also offers its own direct channel, increasing competitive pressure.
• State Farm: Largest US personal-lines insurer operating primarily through a captive agent model. Comparable because both serve personal auto and homeowners customers through local agent relationships, though State Farm uses a captive rather than independent agency structure.

Emerging players

• Lemonade: Digital-first renters and homeowners insurer. Comparable only at the category level — Lemonade targets the same Washington residents for renters and home insurance that Montgomery serves, but through a fully direct, mobile-first model rather than local agents.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/MontgomeryInsAgency
• LinkedInlinkedin.com/company/montgomery-insurance-agency-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 MONTGOMERY INSURANCE AGENCY, LLC