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.

Property & Casualty

Property & Casualty

  • 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

Employee Benefits

  • 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

Consulting & Other Services

  • 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.

Niche Focus

Across our platform, we have direct experience and expertise within many specialized industries. This deep understanding of your business and marketplace means we can provide you with relevant and actionable guidance and solutions.

Agriculture
Agriculture
Alternative Risk Financing
Alternative Risk Financing
Architects & Engineers
Architects & Engineers
Captive Design & Management
Captive Design & Management
Commercial Marine
Commercial Marine
Construction
Construction
Cyber and Executive Risk
Cyber and Executive Risk
Golf Courses
Golf Courses
High Net Worth
High Net Worth
Manufacturing
Manufacturing
Non-Profit
Non-Profit
Pilot Cars & Hot Shots
Pilot Cars & Hot Shots
Private Equity
Private Equity
Professional Athletes
Professional Athletes
Public Entity
Public Entity
Real Estate
Real Estate
Restaurants & Hospitality
Restaurants & Hospitality
Sand & Gravel
Sand & Gravel
Supermarkets
Supermarkets
Trucking
Trucking

Get To Know Patriot

Learn what we can do to make your business stronger.