The Moberg Group, Inc.

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.

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

Product category

Insurance Agency Consulting

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYBPAKADAH

Third-Party/Vendor Risk Management (TPRM) & Due Diligence

Business & Public Services/Security & Investigations Services/Security Consulting, Risk Assessment & Audits

Keywords

• E&O risk management
• Insurance agency consulting
• Operations procedures manual
• Agency perpetuation planning
• Insurance broker advisory

Headquarters

HQ city

Franklin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. 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.
2. 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.
3. 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

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core 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

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered core and flagship.

• TCOR ManagementcoreStrategic or Co-development PartnerThe 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/WestportflagshipGTM or Marketing PartnerSwissRe/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 CustomcoreGTM or Marketing PartnerGreat 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 GroupcoreGTM or Marketing PartnerUtica 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

Market position

Competitive moat5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/the-moberg-group-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 The Moberg Group, Inc.