BenefitMall Overview

  • Year Founded
  • 1979

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 1,064


  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 13

  • Investments
  • 16

BenefitMall General Information


Operator of a general agency intended to partner with a network of brokers to deliver employee benefits to small and medium-sized businesses. The company offers general agency services for insurance carriers and retail brokers as well as offers a platform that digitalizes the entire quote to enroll experience, allowing clients to manage their customers in one secure location and providing a fast, easy and trusted benefits selling experience.

Contact Information

Formerly Known As
West Coast Insurance Marketing
Ownership Status
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Financial Software
Other Industries
Other Insurance
Parent Company
Corporate Office
  • 12404 Park Central Drive
  • Suite 400S
  • Dallas, TX 75251
  • United States
+1 (469) 000-0000

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

BenefitMall Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore BenefitMall‘s full profile, request access.

Request a free trial

BenefitMall Comparisons

HQ Location
Total Raised
Post Valuation
Operator of a general agency intended to partner with a network of brokers to deliver employee benefits to small and med
Financial Software
Dallas, TX
1,064 As of 2022


n voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint oc
000000000 00000000
Denver, CO
0000 As of 0000
00.00 0000-00-00
000000&0 00000


lore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, s
000000000 0000000
Westlake Village, CA
000 As of 0000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

BenefitMall Competitors (15)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Vertafore Formerly PE-Backed Denver, CO 0000 00000 000000&0 00000
Warner Pacific Insurance Services Private Equity-Backed Westlake Village, CA 000 000000000
Applied Systems Private Equity-Backed University Park, IL 0000 00.000 000000000000 00.000
Amwins Connect Administrators Private Equity-Backed Hunt Valley, MD 000 000000000000
Drake Software Private Equity-Backed Franklin, NC 000 00000 000000000 00000
You’re viewing 5 of 15 competitors. Get the full list »

BenefitMall Executive Team (21)

Name Title Board Seat Contact Info
Scott Kirksey Chief Executive Officer
Todd Waletzki Chief Operating Officer & President of Payroll Division
Robert Love President, Benefits Division
Mark Trivette Chief Financial Officer
Jeffry Lewis Chief Administrative Officer & Vice President of Finance
You’re viewing 5 of 21 executive team members. Get the full list »

BenefitMall Board Members (4)

Name Representing Role Since
0000000 0000000 BenefitMall Chairman 000 0000
You’re viewing 1 of 4 board members. Get the full list »

BenefitMall Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-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


PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

BenefitMall Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore BenefitMall‘s full profile, request access.

Request a free trial

BenefitMall Investments & Acquisitions (16)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Mutual Med 30-Aug-2022 0000000000 Distributors/Wholesale 00000 000
Savin Sales Associates 12-Jan-2021 0000000000 Other Insurance
Brown & Brown (General Agency Entity) 18-Sep-2019 0000000000 Human Capital Services 000000 00
Fiduciary Intermediary 03-Dec-2018 0000000000 Other Commercial Services 0000000 0
Planet Payroll 01-Oct-2018 Buyout/LBO Human Capital Services 0000 0000
You’re viewing 5 of 16 investments and acquisitions. Get the full list »

BenefitMall Subsidiaries (3)

Company Name Industry Location Founded
SBS Advisors BPO/Outsource Services Worthington, OH 2006
Mutual Med Distributors/Wholesale Davenport, IA 0000
Forest Financial Insurance and Financial Services Acquirer
To view BenefitMall’s complete subsidiaries history, request access »

BenefitMall Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
BenefitMall Payroll 01-May-2012 0000000000 00000 Completed
  • 5 buyers
To view BenefitMall’s complete exits history, request access »

BenefitMall FAQs

  • When was BenefitMall founded?

    BenefitMall was founded in 1979.

  • Who is the CEO of BenefitMall?

    Scott Kirksey is the CEO of BenefitMall.

  • Where is BenefitMall headquartered?

    BenefitMall is headquartered in Dallas, TX.

  • What is the size of BenefitMall?

    BenefitMall has 1,064 total employees.

  • What industry is BenefitMall in?

    BenefitMall’s primary industry is Financial Software.

  • Is BenefitMall a private or public company?

    BenefitMall is a Private company.

  • What is BenefitMall’s current revenue?

    The current revenue for BenefitMall is 000000.

  • How much funding has BenefitMall raised over time?

    BenefitMall has raised $376M.

  • Who are BenefitMall’s investors?

    Allied Capital, Ares Capital Corporation BDC, Austin Ventures, BMI Fund 1, and HarbourVest Partners are 5 of 10 investors who have invested in BenefitMall.

  • Who are BenefitMall’s competitors?

    Vertafore, Warner Pacific Insurance Services, Applied Systems, Amwins Connect Administrators, and Drake Software are some of the 15 competitors of BenefitMall.

  • When was BenefitMall acquired?

    BenefitMall was acquired on 01-Sep-2022.

  • Who acquired BenefitMall?

    BenefitMall was acquired by CRC Group.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »