Insurance Partners

What Insurance Partners does

Hub International Northwest LLC operates as the Insurance Partners entity in Lake Oswego, Oregon, at 2 Centerpointe Drive, Suite 650, and is part of HUB International, a large North American insurance brokerage ranked as the 5th largest in the United States. The firm delivers retail and commercial insurance brokerage across multiple lines including retirement, personal, and commercial P&C, and complements those with risk management and consulting services. The Lake Oswego office sits within a multi-office network spanning the United States and Canada, providing regional delivery for Pacific Northwest clients while drawing on parent-level carrier relationships and product capabilities.

The product portfolio spans traditional brokerage across personal and commercial lines, retirement planning through HUB Retirement Select (a Pooled Employer Plan), benefits-adjacent offerings through a partnership with HSA Bank for HSA Investment Accounts, and emerging risk offerings such as Supply Chain AI Risk Solutions. The firm also operates VIU by HUB, a self-service digital quoting platform for personal insurance that supplements the broker-led sales motion. Underlying operations rest on standard insurance brokerage infrastructure (carrier appointments, agency management systems, CRM) supplemented by parent-level back-office and claims support. The economics of the business follow a standard brokerage model: commission and fee revenue from carrier placements, supplemented by consulting and risk services fees, with cross-sell across retirement, benefits, and personal lines used to expand client wallet share.

Name

Insurance Partners

Legal name

HUB International Limited

Website

https://insurancepartners.biz

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Hub International Northwest LLC operates as an Insurance Partners brokerage in Lake Oswego, Oregon, serving individuals, small/mid-sized businesses, and commercial clients across personal, retirement, benefits, and risk management lines.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

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

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines) (FSAEADAJ)

akta.pro secondary industries

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Employee Benefit & Retirement Plan Trust Services (FSAAANAC)

Keywords

• Commercial insurance brokerage
• Personal insurance brokerage
• Employee benefits consulting
• Wealth management services
• Retirement plan advisory

Headquarters

HQ city

Lake Oswego

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Revenue model

1. Insurance Brokerage Commissions: HUB International acts as an insurance broker/agent earning commissions from insurance carriers for placing coverage. Their subsidiaries are licensed as insurance brokers or agents in various U.S. states and Canadian provinces.
2. Retirement and Wealth Management Services: HUB Retirement and Private Wealth employees are Registered Representatives offering Securities and Advisory services through various Broker Dealers and Registered Investment Advisers. Insurance services are offered through HUB International affiliates.
3. Consulting and Advisory Fees: HUB earns fees for fiduciary risk management, benefits consulting, and HR technology consulting services including HRIS analysis, implementation, and optimization.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels5 records

Core offering

Insurance Partners is a financial services organization that focuses on insurance brokerage and wealth management. It delivers commercial and personal insurance lines, group and voluntary employee benefits, retirement plan services (including 401(k), IRA rollover, and HUB Retirement Select), HSA investment accounts, fiduciary risk management, and private wealth management. The agency serves as a local delivery point operating under the HUB International broker network.

Product overview

HUB International operates as an insurance brokerage firm offering a comprehensive portfolio of insurance and financial services through multiple product lines. The core offerings include Business Insurance (with 26 distinct coverage types ranging from Aviation to Workers' Compensation, including a Supply Chain AI Risk Solutions feature), Employee Benefits Broker services (with 16 service categories), Retirement Services (including HUB Retirement Select for small business 401(k) plans, Fiduciary Risk Management, Private Wealth Management, and HUB HSA Investment Account in partnership with HSA Bank), People & Technology Consulting (with 12 HR and technology services), Personal Insurance (with 17 coverage types), Private Client Insurance (serving high-net-worth individuals), and Risk Management Services (with 8 service areas). The company also provides small commercial insurance solutions through partner Insureon and personal insurance quotes through VIU by HUB. HUB positions itself as the 5th largest insurance broker in the United States, operating through licensed subsidiaries across U.S. states and Canadian provinces.

Differentiator

Problem solved

Functional benefit

Brands

• HUB Retirement Select: Small business retirement plan solutions including 401(k) plans and Pooled Employer Plans (PEPs)
• Private Wealth Management
• HUB HSA Investment Account
• Fiduciary Risk Management
• VIU by HUB

Products and services

• Business Insurance
• Personal Insurance
• Group Benefits
• Voluntary Benefits
• 401(k) Plans & IRA Rollover
• HSA Investment Account
• Fiduciary Risk Management
• Private Wealth Management
• HUB Retirement Select

Quantifiable outcome

• 85% of employees expect employers to offer retirement plan benefits
• +1 more outcomes

Named customers6 records

Segments5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• Sallus RetirementcoreTechnology or IntegrationSallus Retirement serves as the independent Pooled Plan Provider (PPP) and lead fiduciary for HUB Retirement Select PEP, assuming fiduciary responsibilities for plan administration, compliance, and investment management on behalf of participating employers.
• Ubiquity Retirement + SavingscoreTechnology or IntegrationIndependent retirement plan provider and recordkeeper partnered with HUB for PEP administration, handling plan recordkeeping and participant management services.
• HSA BankcoreTechnology or IntegrationHSA Bank is a leader in health savings account administration providing full-service HSA and customized fund lineup for the HUB HSA Investment Account, enabling employees enrolled in high deductible health plans to save and invest for future medical expenses.
• Global Retirement Partners, LLCcoreTechnology or IntegrationSEC registered investment advisor and wholly owned entity of HUB International providing 3(38) Advisory services for HUB Retirement Select PEP.
• Portland TimbersminorGTM or Marketing PartnerProfessional soccer team partnership and sponsorship relationship.
• FEI PortlandminorGTM or Marketing PartnerFinancial Executives International - Portland Chapter partnership for networking and industry collaboration.
• Oregon Winegrower's AssociationminorGTM or Marketing PartnerIndustry association partnership supporting Oregon wine industry.
• American Heart AssociationminorGTM or Marketing PartnerNonprofit health organization partnership for community wellness initiatives.
• Salvation Army, KGW Great Toy Drive, American Red CrossminorGTM or Marketing PartnerHUB Gives community charity partnerships addressing domestic violence relief and children's resources in local communities.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• The Buckner Company: Independent, family-owned insurance agency serving commercial and personal clients in the Pacific Northwest. Comparable as a regional independent agency with similar product breadth and local market orientation.
• IMA Financial Group: Employee-owned, privately held commercial insurance and benefits brokerage with a similar regional model and emphasis on risk management and employee benefits advisory — a like-for-like independent brokerage peer.
• Leavitt Group: A network of local independent agencies offering personal, commercial, and benefits coverage in the Western US. Directly comparable as a small-office insurance agency model that competes for the same SMB and individual customer base.
• Hub International Northwest (Lake Oswego): The Lake Oswego branch of HUB International itself, sharing the same 2 Centerpointe Drive office and operating under the same product stack. It is the closest direct comparator because it represents the 'in-network' version of what Insurance Partners is positioned alongside.
• Heffernan Insurance Brokers: Privately held, employee-owned brokerage with comparable mid-market and personal lines focus and a similar Pacific/Western US footprint. Comparable in being a non-public, locally anchored brokerage competing against the national mega-brokers.

Broad incumbents

• USI Insurance Services: Large privately held brokerage with property/casualty, benefits, retirement, and personal lines coverage. Comparable product breadth but operates as a national incumbent rather than a local office model.
• Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm offering the full suite of P&C, benefits, and retirement consulting. Operates broadly in the same industry and competes directly for mid-market accounts, but is much larger and not Oregon-focused.
• Brown & Brown: One of the largest US insurance brokerages, listed among the top brokerage incumbents. Comparable as a broader-scale player operating in the same property/casualty, benefits, and personal lines space with overlapping capabilities.
• Marsh McLennan: The world's largest insurance brokerage and risk advisory firm. Directly comparable as an industry incumbent with overlapping P&C, benefits, retirement, and risk consulting capabilities, but vastly larger and global in scope.

Emerging players

• Insureon: Digital small commercial insurance platform that is already a partner of HUB for sub-$5M revenue clients. Comparable as a channel for serving the same small commercial customer segment, though via a self-serve/embedded model rather than local advisory.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/insurance-partners-inc

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries12 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 Insurance Partners