The Moberg Group, Inc.
The Moberg Group is a privately held insurance consulting firm founded in 1993 that provides E&O risk management audits, agency operations procedures manuals, website reviews, and advisory services to independent insurance agencies and brokers across the United States.
- Company typePrivate
- Founded1993
- HeadquartersFranklin, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What The Moberg Group, Inc. does
The Moberg Group, Inc. (TMG) is a privately held insurance consulting firm headquartered in Franklin, North Carolina, founded in 1993 by Eric Moberg. The company serves independent insurance agencies and brokers across the United States, delivering E&O Risk Management Audits (Operational Efficiency Reviews), an Agency Operations & Procedures Manual, Website Review services, Information Security advisory, and a suite of consulting engagements covering business planning, sales training, mergers and acquisitions, agency perpetuation, workflow evaluation, and automation optimization. TMG operates as an approved E&O auditor for multiple carriers including SwissRe/Westport, Great American Custom, and Utica National Insurance Group, and has completed over 2,000 audits across its 30+ year history.
TMG's revenue model is built on professional consulting fees for on-site engagements, one-time license sales of the procedures manual ($299.95), and per-engagement website reviews ($750). The Agency Operations & Procedures Manual is a customizable electronic document containing over 120 forms, worksheets, and checklists, delivered via Dropbox. The company does not operate a software platform or technology product; its core competitive asset is its proprietary audit methodology, standardized reporting format, and carrier endorsement relationships. TMG partners with TCOR Management to deliver information security services addressing GLBA and HIPAA/HITECH compliance.
The go-to-market is sales-led and field-based, relying on direct outreach, state agency association referrals, and carrier endorsements to generate leads. The only disclosed customer reference is Granite Insurance Agency, an SMB. The company maintains a small visible team of experienced consultants with decades of insurance industry expertise. TMG is a founder-controlled private corporation with no institutional investment, no subsidiaries, no disclosed revenue, and no public financial filings.
The Moberg Group, Inc. firmographics
Firmographics- Name
- The Moberg Group, Inc.
- Legal name
- The Moberg Group, Inc.
- Website
- https://moberggroup.com
- Company type
- Private
- Founded year
- 1993
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Moberg Group is a privately held insurance consulting firm founded in 1993 that provides E&O risk management audits, agency operations procedures manuals, website reviews, and advisory services to independent insurance agencies and brokers across the United States.
- Ownership category
- akta.pro rank
The Moberg Group, Inc. industry classification
Industry- Product category
- Insurance Agency Consulting
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Third-Party/Vendor Risk Management (TPRM) & Due Diligence (BPAKADAH)
Keywords
Where The Moberg Group, Inc. is headquartered
LocationHeadquarters
- HQ city
- Franklin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Moberg Group, Inc. business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Consulting Services: E&O Risk Management Audits, business planning, sales training, mergers & acquisitions consulting, and agency perpetuation planning provided through professional consulting engagements. Revenue generated through service fees for on-site reviews, ongoing assistance, and follow-up consultations.
- Procedures Manual Sales: Sale of the Agency Operations & Procedures Manual as a one-time purchase ($299.95) delivered electronically. The manual is customizable for each agency's needs using basic word-processing skills.
- Website Review Services: Website review services at $750 per review, providing E&O risk assessment of agency websites to help qualify for premium credits.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Agency Operations & Procedures Manual - One-time purchase |
| Unit Pricing | Pay-as-you-go | Website Review - Per engagement |
| Other | Multi-year contract | E&O Risk Management Consulting - Custom engagement |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
The Moberg Group, Inc. product offering
Product offeringCore offering
The Moberg Group, Inc. (TMG) provides on-site E&O Operational Efficiency Reviews (audits), a customizable electronic Agency Operations & Procedures Manual, SwissRe-approved Website Reviews, and a suite of consulting services (business planning, sales training, mergers & acquisitions, agency perpetuation, and information security) for independent U.S. insurance agencies and brokers. The audit and website-review offerings are endorsed by major E&O carriers and can qualify agencies for premium credits of up to 25%.
Product overview
The Moberg Group, Inc. (TMG) offers a portfolio of consulting and advisory services for independent insurance agencies rather than a traditional software product. The core offerings include: E&O Risk Management Services (Operational Efficiency Reviews/Audits) which provide on-site reviews, action plans, and ongoing assistance; the Agency Operations & Procedures Manual ($299.95) sold as an electronic customizable manual with over 120 forms and worksheets; Information Security Services provided in partnership with TCOR Management covering GLBA and HIPAA/HITECH compliance; and Website Review services ($750) as an approved SwissRe website auditor. Additional consulting services include Business Planning, Sales Training, Mergers & Acquisitions Consulting, Agency Perpetuation Planning, Workflow Evaluation, Automation Optimization, and Agency Valuation. TMG has served independent agents since 1993 and operates as the leading provider of E&O loss control programs for independent insurance agencies.
Differentiator
Problem solved
Functional benefit
Products and services
- E&O Risk Management Audits (Operational Efficiency Reviews) On-site E&O Operational Efficiency Reviews (audits) for independent insurance agencies and brokers, providing risk assessment, customized action plans, and ongoing assistance to help agencies reduce E&O exposure and qualify for premium credits from carriers such as SwissRe/Westport.
- Agency Operations & Procedures Manual
Quantifiable outcome
- Up to 25% in total premium savings for agencies (10% E&O audit credit + 5% website review credit + 10% Risk Management credit)
- +2 more outcomes
Companies that use The Moberg Group, Inc.
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles2 records
The Moberg Group, Inc. technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
The Moberg Group, Inc. partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and flagship.
- TCOR ManagementcoreThe Moberg Group has formed a partnership with TCOR Management to provide practical solutions for data breach risk reduction and information security services. The partnership leverages TMG's expertise in agency risk management and TCOR's security expertise to help clients reduce the risk and impact of data breach events. Services include Security Risk Analysis, Remediation Services, and Security Program Implementation. TCOR is positioned as a Security Advisor providing enterprise-wise risk management approaches.
- SwissRe/WestportflagshipSwissRe/Westport provides a five-year 10% premium credit for completion of TMG's Operational Efficiency Review (E&O Audit) Program. Beginning January 1, 2020, all reviews must include website reviews for a total potential audit credit of 15%. TMG is an approved SwissRe Website Auditor. Swiss Re Corporate Solutions has consulted with TMG on emerging risks related to agency websites increasing standard of care.
- Great American CustomcoreGreat American Custom Insurance Group has approved The Moberg Group as an E&O Auditor. This endorsement allows TMG to perform E&O loss control audits that qualify policyholders for premium credits.
- Utica National Insurance GroupcoreUtica National Insurance Group has approved The Moberg Group as an E&O Auditor. This endorsement allows TMG to perform E&O loss control audits that qualify policyholders for premium credits.
Scale indicators4 records
Recent moves5 records
Expansion highlights4 records
The Moberg Group, Inc. competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key highlights6 records
Customer concentration
The Moberg Group, Inc. social profiles
Digital presenceThe Moberg Group, Inc. financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Moberg Group, Inc. leadership team
Management profileNumber of profiles
Profiles3 records
The Moberg Group, Inc. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Moberg Group, Inc. M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Moberg Group, Inc.
What does The Moberg Group, Inc. do?
The Moberg Group, Inc. (TMG) provides on-site E&O Operational Efficiency Reviews (audits), a customizable electronic Agency Operations & Procedures Manual, SwissRe-approved Website Reviews, and a suite of consulting services (business planning, sales training, mergers & acquisitions, agency perpetuation, and information security) for independent U.S. insurance agencies and brokers. The audit and website-review offerings are endorsed by major E&O carriers and can qualify agencies for premium credits of up to 25%.
Is The Moberg Group, Inc. a public or private company?
The Moberg Group, Inc. is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Moberg Group, Inc. founded?
The Moberg Group, Inc. was founded in 1993. It employs 1 to 10 people.
Where is The Moberg Group, Inc. based?
The Moberg Group, Inc. is headquartered in Franklin, United States, in the North America region.
How does The Moberg Group, Inc. make money?
Three revenue lines are on record. Consulting Services are the primary driver. The others are procedures Manual Sales and website Review Services.
Does The Moberg Group, Inc. have an API?
No public API is recorded for The Moberg Group, Inc..
What industry is The Moberg Group, Inc. in?
The Moberg Group, Inc.'s product category is Insurance Agency Consulting. Its primary akta.pro industry code is BPAKADAH, Third-Party/Vendor Risk Management (TPRM) & Due Diligence. Its SIC code is 8742.