About Aegis Group

Management, consulting, and insurance brokerage firm

With experience in insurance, consulting, and strategy, our executive team brings innovative perspective to managing risk and improving your business’ efficiency. Our success is determined when clients choose us based on our ability to surpass expectations in price, customer service, and risk management.

Aegis Group primarily focuses on the following business sectors.

Precision and Passion Across Key Sectors!

Real Estate

Habitational, Retail, Tax Credit, Senior Housing, Industrial, Residential Housing, Hospitality, Office, and Student Housing.

Since inception, we have placed coverage for $4B+ in assets throughout the US. Our focus is on innovation and technology to further access for their clients while creating their own proprietary insurance programs that differentiate them from most antiquated brokerages.

We are developing our property program by asset class throughout different regions.

Healthcare

Hospital, Free Standing ER, Ambulatory Surgery Centers and Clinics.

Currently, we insure a large portfolio of medical assets for developers and medical professionals throughout the US. We work with carriers that industry leaders in the medical field tailor the coverage to meet specific industry exposures.

Transportation & Logistics

Courier, Trucking and Brokerage.

We wrote over $1M for transportation business in the last 12 months with a new team that will focus on that industry.

Executive Risk

Private Equity, Venture Capitalists, Family Office and Real Estate, Investment Trusts.

Our unique business plan has created opportunity to work with mergers, acquisitions, and overall executive risk management, making us trusted advisors and agents.

Hospitality

Full Service, Franchised, Non-Franchised, and Extended Stay Hotels.

Over 50 hotels, over 6,000 keys, specialized programs specific to the industry.

Dental and Orthodontist Offices

Protect your future while in training, in practice and through retirement.

Experience guidance and advice for the big decisions ahead so you can focus on growing your business with ease of mind that your exposures are covered.

High Net Worth Households

In the last ten years, the task of managing the intricate and emerging risks faced by successful individuals and families has significantly grown in complexity.

As a leading high net worth insurance broker in the United States, we possess comprehensive resources that grant us access to advanced property and liability insurance products. Our solutions are specifically designed to cater to the distinctive requirements of our esteemed clients.

Professional Risk

Our team of skilled underwriters possesses extensive expertise in identifying liability hazards, staying abreast of emerging trends, establishing structured pricing, and understanding various forms and coverage requirements.

With a strong emphasis on building long-term relationships, we actively listen to our clients’ insurance needs and collaborate closely with them to fulfill their unique capacity requests.

Rapid Growth Projections

We have defined our value proposition, industry expertise, and the value we deliver to our clients and partners in over 40 states.

Our numbers are expected to grow rapidly as our
partners find new opportunities.

States in which business has been written
Aegis Operation Map Update 05-21

Aegis Company History

In just a few short years, the Aegis Group has grown beyond every projection and continues to establish itself as a thought leader in the insurance industry.

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2016: Aegis Group Created

Launched in September of 2016, Aegis Group LLC’s founding partners were led by Andy Frieze and Jerry Garcia along with two private equity Firms.
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2017: Writing of New Business

Aegis Group starts writing new business in March of 2017. The primary focus for Aegis is Real Estate, Healthcare, Transportation, Construction, Executive Risk Management.
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2018: Success in Defined Sectors

Aegis Group bypasses $500M TIV in Real Estate coverage placed. Total Agency premium volume is greater than $6,000,000.
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2019: Profit Sharing with 40% of Carrier Partners

Aegis Group is on pace to surpass $10,000,000 in agency premium. In a short three years, Aegis has experienced exponential growth.
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2020: Hospitality Focus

Aegis expects to surpass its current growth with over 6,000 Hotel Keys and over $500 million TIV in Hotel Real Estate coverage placed.
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2021: Planned Organic

Aegis is poised to maintain its impressive growth trajectory, surpassing $3 billion in real estate volume. By prioritizing innovation and leveraging cutting-edge technology, the company is revolutionizing the traditional insurance industry landscape. Aegis is committed to driving positive change and delivering unparalleled value to its clients through forward-thinking solutions and state-of-the-art tools
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2022: Strategic Growth

Aegis sustained its year-over-year growth on a consistent track. Throughout the challenging times of the 2021-2022 pandemic, the company prioritized safeguarding its clients. Despite the numerous challenges faced by the hospitality industry during the pandemic, Aegis effectively managed risks and optimized revenue for its clients. The company expanded its portfolio in the hotel and motel sector through referrals and innovative strategies. Furthermore, Aegis achieved substantial cost savings while providing comprehensive protection to clients in the habitational insurance sector.
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2023: Dynamic, Unwavering Success

Aegis demonstrated unparalleled strength and resilience, achieving remarkable success. The company propelled its multifamily insurance portfolio to nearly double its size, solidifying its position as the premier choice for property owners navigating the challenges of the current tough market in insurance and risk management. Aegis's adept navigation of the industry landscape has enabled them to effectively mitigate risks and optimize Net Operating Income (NOI) for their clients, showcasing their exceptional expertise and unwavering commitment to excellence. Aegis was recognized in the Inc. 5000 as one of the fastest growing companies in the US.