Price chart (1D to 10Y)
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Valuation vs Instaport thresholds (P/E, PEG, P/FCF, P/S)
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Profile
From SEC filingsCompany description
Company overview We are a rapidly growing independent insurance agency, reinventing the traditional approach to distributing personal lines policies throughout the United States. Our differentiated business model and innovative technology platform have enabled us to deliver insurance customers a superior experience, as evidenced by our 77 Net Promoter Score, which is 3.5x the 2024 Industry Average according to Qualtrics XM Institute. To fully appreciate the value of our model, there are three lenses with which you can view us – from the perspective of 1) the insurance buyer; 2) the agent; and 3) the carrier. Insurance buyer perspective Insurance buyers desire to have the right coverage, based on their risk tolerance, at the lowest possible price, written with a reputable company who will respond quickly and fairly when they need to file a claim – desires that we believe only an independent insurance agent can fulfill. Clients want to accomplish this in a simple, fast, and convenient way that leverages technology to make the client experience effortless. We have built a model that combines a choice product portfolio, knowledgeable sales and service agents, and proprietary technology to deliver on these expectations. Choice product platform Today’s insurance buyer expects choice; we believe that tomorrow’s insurance buyer will demand it.
Read the full filing description · filed 19 Feb 2026
At a glance
- Sector
- Financial Services
- Industry
- Insurance Agents, Brokers & Service
- CEO
- Mark K. Miller Mark
- Incorporated in
- DE
Source: SEC filings. Information and analytics, not investment advice.