CHAW CO.

What CHAW CO. does

CHAW CO. LLC, operating under the brand Chartered Health & Wealth, is a Louisiana-based health insurance and employee benefits advisory firm headquartered in Slidell. The firm delivers advisory and brokerage services across three service lines: Employee Benefits (group coverage for employers), Health Insurance, and Medicare advisory for individual consumers. Its stated positioning distinguishes the firm from transactional brokers by self-describing as an "advocate, not a salesperson," a relationship-driven framing aligned with commissioned brokerage economics.

The business model is commission-based, typical of independent insurance brokerages, with revenue generated from carrier-paid commissions on policies placed for employer groups and individual clients. Distribution is executed through a mobile advisory model in which representatives travel to client locations across Louisiana, supplemented by a Calendly-integrated online consultation booking flow that captures inbound lead interest and routes it to scheduled appointments. There is no proprietary technology platform, no disclosed carrier-direct API integration, and no multi-state licensing footprint; the firm operates within a single state regulatory environment.

The firm is a privately held LLC with no disclosed funding rounds, no public ownership, no headcount disclosure, and no named executive team in the available data. There is no evidence of M&A activity, partnerships beyond standard carrier appointments, certifications, awards, or named customers. The competitive position rests on practitioner tenure (10+ years of stated experience) and personalized service within a confined Louisiana territory, with no indication of scaling investment, technology build-out, or expansion beyond the current single-state, multi-segment footprint.

Name

CHAW CO.

Legal name

CHAW CO. LLC

Website

https://chawco.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

CHAW CO. LLC (Chartered Health & Wealth) is a Slidell, Louisiana-based health insurance and employee benefits advisory serving Louisiana employers and individuals through a mobile advisory model and Calendly-enabled consultation booking on a commission-based brokerage model.

Ownership category

akta.pro rank

Product category

Health Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (524210), Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Association & PEO Group Health Plans (AHP/PEO-Sponsored) (FSAIAFAH)

Keywords

• Health insurance brokerage
• Employee benefits consulting
• Medicare advisory services
• Insurance advisory
• Benefits administration

Headquarters

HQ city

Slidell

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, Technology or R&D, Others

Revenue model

1. Insurance Advisory and Brokerage Services: CHAW CO. generates revenue through advisory fees and commissions from insurance carriers for placing employee benefits plans and health insurance coverage for individuals and businesses. The company provides consultative guidance and analysis to match clients with appropriate insurance products.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

CHAW CO. (Chartered Health & Wealth) is a health insurance and employee benefits advisory and brokerage firm that consults with employers on benefits programs and with individuals on health insurance and Medicare coverage. The firm matches clients with coverage from multiple insurance carriers and provides analysis of plans, tax credits, and subsidies to identify the best value options.

Product overview

CHAW CO. (Chartered Health & Wealth) operates as a health insurance and employee benefits advisory firm, not a software platform. The company offers three integrated service offerings: Employee Benefits (help with employer benefit programs), Health Insurance (advisory services for coverage, tax credits, and subsidies), and Medicare (plan comparison and selection assistance). These services are delivered through personalized consultation, providing a holistic, consultative approach to health insurance navigation.

Differentiator

Problem solved

Functional benefit

Products and services

• Employee Benefits

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• NFP (an Aon company): Mid-market focused insurance brokerage and benefits consultancy within Aon, with strong employer benefits and individual advisory capabilities comparable to CHAW CO.'s service portfolio at larger scale.
• Lockton Companies: World's largest independent insurance brokerage with a leading U.S. benefits practice — overlaps with CHAW CO.'s employee benefits and individual advisory offerings but at national scale.
• Hub International: Large North American insurance brokerage with dedicated employee benefits and personal lines practices serving mid-market clients — comparable services through a distributed branch model similar in spirit to CHAW CO.'s local-presence approach.
• Arthur J. Gallagher & Co. Global insurance brokerage with one of the largest U.S. employee benefits consulting practices — overlaps with CHAW CO.'s group benefits and individual advisory service lines as part of a much broader portfolio.
• Brown & Brown, Inc. Large diversified insurance brokerage providing employee benefits, property/casualty, and personal lines through local-office distribution across the U.S. — comparable offerings to CHAW CO. but at vastly greater scale and geographic reach.
• USI Insurance Services: Large U.S. insurance brokerage with a substantial employee benefits practice serving mid-market employers — directly comparable in offering scope to CHAW CO.'s group benefits brokerage and Medicare advisory services.
• Marsh McLennan: Global professional services firm combining Marsh (commercial insurance) and Mercer (employee benefits/health) — Mercer's benefits and individual health advisory franchise directly mirrors CHAW CO.'s service stack.

Regional players

• Higginbotham: Independent insurance and employee benefits brokerage with strong regional presence across the South and Midwest — comparable in scale and service mix (group benefits + individual + commercial lines) to CHAW CO.'s Louisiana-focused model.
• The Liberty Company Insurance Brokers: Regional insurance brokerage providing commercial, personal, and benefits coverage to mid-market employers, with relationship-driven advisory similar to CHAW CO.'s consultative model.

Direct peers

• OneDigital: Mid-market employee benefits and health insurance advisory firm with multi-state coverage and a consultative, advisor-led model — directly comparable to CHAW CO.'s employee benefits and individual health advisory services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/chaw-co

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 CHAW CO.