Insurance Office of America

Insurance Office of America

Private insurance brokerage with risk management

Overview

Insurance Office of America (IOA) is a large, privately held insurance broker offering property and casualty coverage, employee benefits, and personal lines, along with risk management services and insurtech solutions. It works by employing licensed brokers who assess clients’ risks, design customized insurance programs, and place coverage with a network of insurance carriers, often including ongoing risk management support and technology-enabled tools to monitor and optimize policies. IOA differentiates itself through its private ownership, scale with over 60 offices and 1,300 associates in the U.S. and U.K., and its emphasis on risk management and insurtech innovation, rather than relying on a single carrier or product. Its goal is to help clients protect assets, manage risk, and control costs through comprehensive coverage, expert guidance, and technology-enabled services.

Significant Headcount Growth

About Insurance Office of America

Simplify's Rating
Why Insurance Office of America is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Consulting

Financial Services

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Longwood, Florida

Founded

1988

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Simplify's Take

What believers are saying

  • October 2025 MDP investment funds acquisitions, organic growth, and recruiting.
  • April 2026 acquisition of Insurance Queen expands South Florida density.
  • June 2026 Nick Getz appointment strengthens employee benefits growth and client retention.

What critics are saying

  • January 2026 breach exposed nearly 13,000 people, inviting class actions and regulator scrutiny.
  • Rapid acquisitions and new leaders can fracture service quality during integration.
  • Ongoing Ritenour-family litigation and reputational baggage threaten referral channels and retention.

What makes Insurance Office of America unique

  • IOA’s 60-plus offices and 1988 heritage give national scale without surrendering independence.
  • October 2025 IOA 2.0 kept producers and employees as significant owners.
  • MDP and Navacord back IOA’s M&A war chest, accelerating broker rollups.

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Benefits

Health Insurance

401K with employer match

Paid Holidays

Paid Vacation

Paid Sick Leave

Remote Work Options

Hybrid Work Options

Community Service Commitment

Growth & Insights and Company News

Headcount

6 month growth

8%

1 year growth

8%

2 year growth

8%
Coverager
Oct 6th, 2025
Insurance Office of America secures investment from Madison Dearborn Partners

Financial terms of the transaction were not disclosed.

Insurance Insider
Oct 6th, 2025
Insurance Office of America secures investment

Insurance Office of America has secured a major strategic investment, providing the broker with access to a mergers and acquisitions (M&A) war chest to support inorganic growth.

Coverager
Jan 12th, 2025
Danny Anderson Transitions To New Role At Ioa

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Insurance Office of America
Jan 7th, 2025
Insurance Office of America Promotes Anderson to EVP, Brainard & Hasner New Division Presidents

Insurance Office of America promotes Anderson to EVP, Brainard & Hasner new division Presidents.

Insurance Office of America
Dec 6th, 2024
Insurance Office of America Welcomes Paul W. Green to Its Eastern Division

Paul joins IOA as a commercial insurance industry veteran and will serve from IOA's Birmingham, Alabama, location.

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