Agency Services

As a full-service insurance brokerage, we offer services designed to help protect your business, your employees, and your personal assets. Our unique model provides you with highly personalized local service and the resources and negotiating power of a national firm.

  • Commercial Auto
  • Commercial Lines
  • Cyber Liability
  • Education & Insurance Resources
  • Excess/Umbrella Liability
  • Executive Protection
  • General Liability
  • Industry-Specific Coverage
  • Inland Marine
  • Market Access & Policy Placement
  • Personal Lines
  • Professional Liability
  • Property
  • Risk Assessment & Consulting
  • Surety & Bonding
  • Workers’ Compensation

  • Benefits Administration
  • Captives
  • Flexible Spending Accounts (FSA)
  • Group Employee Benefits
  • HR Services
  • Health Savings Accounts (HSA)
  • Individual Health
  • Individual Life
  • Individual Wealth Management
  • Medicare
  • Payroll Services
  • Retirement Planning
  • Self-Funding
  • Third-Party Administration
  • Voluntary Benefits
  • Wellness

  • Compliance Tools & Resources
  • Cyber Security/Program Design
  • Human Resources Consulting
  • OSHA Professional Services

Types of Clients Served

We serve businesses of all sizes, from smaller, boutique, start-up firms with less than 30 employees to large and middle-market firms with thousands of employees.

We understand the many demands and challenges you face in today’s ever-changing environment. We are here to help you mitigate risks and protect your assets.

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Let Us Help You Protect Your Assets

Get To Know Patriot

Learn what we can do to make your business stronger.