BenefitMall Overview

  • Year Founded
  • 1979

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 1,129

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 13

  • Investments
  • 16

BenefitMall General Information

Description

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

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
Other Commercial Services
Other Industries
Financial Software
Other Insurance
Parent Company
CRC Group
Corporate Office
  • 12404 Park Central Drive
  • Suite 400S
  • Dallas, TX 75251
  • United States
+1 (469)

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BenefitMall Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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BenefitMall Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of a general agency intended to partner with a network of brokers to deliver employee benefits to small and med
Other Commercial Services
Dallas, TX
1,129 As of 2025

Hunt Valley, MD
 

San Francisco, CA
 
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BenefitMall Competitors (17)

One of BenefitMall’s 17 competitors is Amwins Connect Administrators, a Private Equity-Backed company based in Hunt Valley, MD.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Amwins Connect Administrators Private Equity-Backed Hunt Valley, MD
Gusto Venture Capital-Backed San Francisco, CA
Vertafore Formerly PE-Backed Denver, CO
PrimePay Pending Transaction (PE) West Chester, PA
Warner Pacific Insurance Services Private Equity-Backed Westlake Village, CA
You’re viewing 5 of 17 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

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BenefitMall Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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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 Other Commercial Services.

  • 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 $260M.

  • Who are BenefitMall’s investors?

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

  • Who are BenefitMall’s competitors?

    Amwins Connect Administrators, Gusto, Vertafore, PrimePay, and Warner Pacific Insurance Services are some of the 17 competitors of BenefitMall.

  • When was BenefitMall acquired?

    BenefitMall was acquired on 01-Sep-2022.

  • Who acquired BenefitMall?

    BenefitMall was acquired by CRC Group.

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