BenefitMall Overview

  • Year Founded
  • 1979

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 1,129

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 14

  • Investments
  • 16

BenefitMall General Information

Description

Provider of insurance brokerage services 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 provides 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

Website
www.benefitmall.com
Formerly Known As
West Coast Insurance Marketing
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Corporate Office
  • 12404 Park Central Drive
  • Suite 400S
  • Dallas, TX 75251
  • United States
+1 (469)
Primary Industry
Insurance Brokers
Corporate Office
  • 12404 Park Central Drive
  • Suite 400S
  • Dallas, TX 75251
  • United States
+1 (469)

Want detailed data on 11M+ 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/
EBITDA		 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

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of insurance brokerage services intended to partner with a network of brokers to deliver employee benefits to s
Insurance Brokers
Dallas, TX
1,129 As of 2025

Walnut Creek, CA
 

Tacoma, WA
 
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 (12)

One of BenefitMall’s 12 competitors is Beere&Purves, a Private Equity-Backed company based in Walnut Creek, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Beere&Purves Private Equity-Backed Walnut Creek, CA
Propel Insurance Private Equity-Backed Tacoma, WA
Battles Insurance Agency Private Equity-Backed Norwalk, OH
Tysers Private Equity-Backed London, United Kingdom
Dickerson Insurance Services Private Equity-Backed Los Angeles, CA
You’re viewing 5 of 12 competitors. Get the full list »

BenefitMall Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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)

BenefitMall’s most recent deal was a Buyout/LBO with Mutual Med. The deal was made on 30-Aug-2022.

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

BenefitMall Exits (1)

BenefitMall’s most recent exit was on 01-May-2012 from BenefitMall Payroll. The exit was categorized as with 5 buyers.

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

BenefitMall Affiliates

Subsidiaries (2)

Name Industry Location Year Founded
SBS Advisors Worthington, OH 2006
Forest Financial Insurance and Financial Services

BenefitMall FAQs

  • When was BenefitMall founded?

    BenefitMall was founded in 1979.

  • Where is BenefitMall headquartered?

    BenefitMall is headquartered in Dallas, TX.

  • What is the size of BenefitMall?

    BenefitMall has 1,129 total employees.

  • What industry is BenefitMall in?

    BenefitMall’s primary industry is Insurance Brokers.

  • Is BenefitMall a private or public company?

    BenefitMall is a Private company.

  • What is BenefitMall’s current revenue?

    The current revenue for BenefitMall is .

  • How much funding has BenefitMall raised over time?

    BenefitMall has raised $5.09M.

  • Who are BenefitMall’s investors?

    Allied Capital, Austin Ventures, BMI Fund 1, Carlyle Investment Management, and HarbourVest Partners are 5 of 9 investors who have invested in BenefitMall.

  • Who are BenefitMall’s competitors?

    Beere&Purves, Propel Insurance, Battles Insurance Agency, Tysers, and Dickerson Insurance Services are some of the 12 competitors of BenefitMall.

  • When was BenefitMall acquired?

    BenefitMall was acquired on 01-Sep-2022.

  • Who acquired BenefitMall?

    BenefitMall was acquired by CRC Insurance Services.

Data Transparency

  • Meet our data hygiene team

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

    Read more

  • 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