Custom Insurance Solutions Overview

  • Founded
  • 1996
  • Status
  • Acquired/​Merged
  • Employees
  • 20
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Custom Insurance Solutions General Information


Developer of customer insurance software. The company specializes in management system products and develops custom insurance software for managing general agent and wholesale brokerage markets.

Contact Information

Ownership Status
Financing Status
Private Equity-Backed
Primary Industry
Business/Productivity Software
Other Industries
Insurance Brokers
Primary Office
  • 16500 San Pedro Avenue
  • Suite 410
  • San Antonio, TX 78232
  • United States
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Custom Insurance Solutions Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Custom Insurance Solutions Executive Team (3)

Name Title Board Seat Contact Info
Eric Winch Founder, President & Managing Director
Marcia Grylls Director, Training
Patrick McCall Vice President
To view Custom Insurance Solutions’s complete executive team members history, request access »

Custom Insurance Solutions Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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