le baron & carroll

Name

le baron & carroll

Legal name

LeBaron & Carroll Insurance, LLC

Website

https://lebaronandcarroll.com

Company type

Private

Operating status

Operating

Ownership category

akta.pro rank

Product category

Commercial Insurance Brokerage

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

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

Keywords

• Commercial insurance brokerage
• Business insurance coverage
• Risk management services
• Employee benefits administration
• Workers compensation insurance

Headquarters

HQ city

Mesa

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Brokerage Commissions: The company earns commissions from insurance carriers for placing business and personal insurance policies on behalf of clients. This includes property & casualty insurance, employee benefits, life insurance, and bonds.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

LeBaron & Carroll is an independent insurance brokerage that places commercial, personal, life, and surety bond insurance policies on behalf of clients, primarily serving small and mid-sized businesses across verticals such as agriculture, construction, healthcare, manufacturing, real estate, restaurants, technology, and transportation. The firm supplements policy placement with in-house risk management services (OSHA-authorized training, site visits, claim management) and consultative solution services (claims advocacy, safety culture development, insurance navigation, and risk reduction strategy). Revenue is generated through commissions paid by insurance carriers on placed business.

Product overview

LeBaron & Carroll is an insurance agency offering a comprehensive portfolio of insurance products and risk management services. The core offerings include Business Insurance Coverages (commercial lines such as General Liability, Commercial Property, Commercial Auto, Cyber Insurance, Workers Compensation, and industry-specific coverages), Personal Insurance Coverages, Life Insurance, and Employee Benefits administration. These are supported by Risk Management Services featuring in-house safety training and OSHA-authorized programs. The agency differentiates through its four solution services: Control the Narrative (risk reduction strategy), Sustainable Safety Culture (culture development), Navigate Insurance (strategic planning), and Claims Advocacy. Additionally, the agency provides a library of downloadable resource templates including Return-to-Work Program, Heat Illness Prevention Program, Emergency Action Plan, Hazard Communication Program, Employee Handbook, Fleet/Driver Safety Policies, and EPLI Coverage Overview materials. The company operates across multiple industry verticals including Agriculture, Construction Trades, Education, Healthcare, Human Services, Manufacturing, Real Estate, Restaurant, Technology, and Transportation.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Insurance Coverages

Named customers5 records

Segments11 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

13 partnerships are on record, tiered supporting and core.

• LezagesupportingTechnology or IntegrationOnline safety training and compliance management platform integrated into LeBaron & Carroll's safety and risk services.
• Onsite Medical ManagementsupportingStrategic or Co-development PartnerOnsite medical services partner for workplace injury response and triage, helping clients manage workers compensation claims and avoid indemnity payments.
• SiteDocssupportingTechnology or IntegrationSafety document management platform partnership enabling electronic safety documentation, toolbox talks, and compliance tracking for clients.
• StripesupportingTechnology or IntegrationPayment processing platform used for credit card transactions when clients reserve training events or services.
• Google AnalyticssupportingTechnology or IntegrationWeb analytics service used to track and monitor website usage and optimize online presence.
• MailchimpsupportingTechnology or IntegrationEmail marketing service provider used to manage and send newsletters, marketing materials, and promotional communications to clients.
• Applied EpiccoreTechnology or IntegrationInsurance agency management system used for policy administration, client management, and insurance operations. Applied Epic is an industry-standard platform for insurance agencies.
• CloudFlaresupportingTechnology or IntegrationContent delivery network and security service used to protect and optimize the company's website.
• FacebooksupportingGTM or Marketing PartnerSocial media platform for displaying recent social posts and social share buttons for marketing and brand awareness.
• ComplianzsupportingTechnology or IntegrationCookie consent management platform used to handle GDPR/CCPA compliance for website visitors.
• LNHR ConsultingsupportingStrategic or Co-development PartnerHR consulting partner providing webinars and training content on topics including I-9 compliance, harassment prevention, unconscious bias, employee retention, recruiting, and management practices.
• Selective InsurancesupportingChannel Partner/ Reseller/ DistributorInsurance carrier partner providing property insurance products. Adam Snoke and Golnaz Haghighi from Selective Insurance contribute educational content on property risk reduction.
• Imagine Technology GroupsupportingStrategic or Co-development PartnerTechnology consulting partner where CIO Brian Spitler provides cybersecurity content and education for clients on topics like social engineering and data protection.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Leavitt Group: Leavitt Group is a Cedar City, Utah-based insurance agency with multi-state Western US offices and a similar multi-line commercial/personal/benefits offering. It is one of the most directly comparable regional peers in terms of size, geography, and product breadth.
• Heffernan Insurance Brokers: Heffernan is a California-based mid-market commercial insurance brokerage serving SMB and middle-market clients across multiple verticals. Its size, multi-line offering, and consultative sales model closely parallel LeBaron & Carroll's positioning.
• Higginbotham: Higginbotham is a Texas-headquartered mid-size insurance and risk management firm with regional offices across multiple states. Its multi-line brokerage plus employee benefits model and SMB focus make it a strong structural peer.
• Woodruff Sawyer: Woodruff Sawyer is a California-based commercial insurance brokerage offering commercial lines, benefits, and risk management to mid-market clients. Its consultative approach and product mix align closely with LeBaron & Carroll.
• PayneWest Insurance: PayneWest is a Boise, Idaho-based regional insurance brokerage with Pacific Northwest/Mountain West presence serving commercial and personal lines. Its regional multi-office model and SMB vertical focus mirror LeBaron & Carroll's approach.

Broad incumbents

• Brown & Brown Insurance: Brown & Brown is a large publicly traded insurance brokerage with national reach across commercial, personal, and benefits lines. It competes with LeBaron & Carroll for mid-market accounts but operates at vastly greater scale and geographic breadth.
• USI Insurance Services: USI is a large national insurance brokerage and risk management firm serving middle-market clients across property/casualty, employee benefits, and personal lines. It overlaps with LeBaron & Carroll's core offerings but at enterprise scale.
• AssurePartners: AssurePartners is a national insurance brokerage formed through the roll-up of regional agencies, providing commercial lines, benefits, and personal insurance to mid-market clients. It represents the PE-backed aggregator model LeBaron & Carroll competes against.
• Arthur J. Gallagher & Co. Gallagher is a global insurance brokerage and risk management services firm offering commercial, personal, and benefits coverage to mid-market and enterprise clients. It competes for larger accounts in the same verticals as LeBaron & Carroll.
• Marsh McLennan: Marsh is a global insurance brokerage and risk advisory firm serving mid-market to enterprise clients across all major commercial lines. It represents the upper-end incumbent that competes for the same vertical-specialized accounts.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/LebaronCarrollOfficial
• LinkedInlinkedin.com/company/lebaroncarroll

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 le baron & carroll