Charter Oak Agency
InsuranceConnecticut, United States2-10 Employees
Charter Oak Agency is an Insurance company located in 70 Old Kings Hwy, Old Greenwich, Connecticut, United States.
Insights
Acquisition Opportunity Smith Brothers Insurance LLC acquired Charter Oak Agency effective July 1, 2025, creating a consolidated client base and immediate cross-sell opportunities across the combined portfolio.
CRM Marketing Charter Oak’s use of HubSpot, WordPress, Google Tag Manager, and Cloudflare offers a clear path to unify CRM, marketing automation, and secure web presence for the merged entity.
Security Compliance Existing security tools such as X-XSS-Protection and Cloudflare present a base for expanding security monitoring, vulnerability management, and compliance services tailored to mid-market insurance agencies.
Ops Support With a lean team, there is an opportunity to provide managed IT, cloud hosting, and back-office automation services to scale operations under the Smith Brothers umbrella.
Regional Growth Located in Old Greenwich, CT, Charter Oak can be a focal point for regional growth initiatives, digital marketing expansion, and local distribution partnerships to increase premiums within the Northeast.
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Charter Oak Agency Tech Stack
Charter Oak Agency uses 8 technology products and services including Cloudflare, WordPress, jQuery Migrate, and more. Explore Charter Oak Agency's tech stack below.
- CloudflareContent Management System
- WordPressContent Management System
- jQuery MigrateJavascript Libraries
- HubSpotMarketing Automation
- X-XSS-ProtectionSecurity
- Google Tag ManagerTag Management
- Animate.cssUI Frameworks
- Helix UltimateWeb Frameworks
Charter Oak Agency's Email Address Formats
Charter Oak Agency uses at least 1 format(s):
| Charter Oak Agency Email Formats | Percentage |
| FLast@coagency.com | 63% |
| FirstL@coagency.com | 25% |
| First@coagency.com | 12% |
Frequently Asked Questions
Where is Charter Oak Agency's headquarters located?
Charter Oak Agency's main headquarters is located at 70 Old Kings Highway Old Greenwich, Connecticut 06870 United States. The company has employees across 1 continents, including North America. What is Charter Oak Agency's phone number?
You can contact Charter Oak Agency's main corporate office by phone at +1-203-655-****
What is Charter Oak Agency's official website and social media links?
Charter Oak Agency's official website is coagency.com and has social profiles on LinkedIn.What is Charter Oak Agency's NAICS code?
Charter Oak Agency's NAICS code is 524 - Insurance Carriers and Related Activities.How many employees does Charter Oak Agency have currently?
As of May 2026, Charter Oak Agency has approximately 5 employees across 1 continents, including North America. Key team members include Insurance & Financial Planning Professional: V. D.Advisor: R. F.Sales: T. T.. Explore Charter Oak Agency's employee directory with LeadIQ.What industry does Charter Oak Agency belong to?
Charter Oak Agency operates in the Insurance industry. What technology does Charter Oak Agency use?
Charter Oak Agency's tech stack includes CloudflareWordPressjQuery MigrateHubSpotX-XSS-ProtectionGoogle Tag ManagerAnimate.cssHelix Ultimate. What is Charter Oak Agency's email format?
Charter Oak Agency's email format typically follows the pattern of FLast@coagency.com. Find more Charter Oak Agency email formats with LeadIQ. 
Company Overview
- Headquarters
- 70 Old Kings Highway Old Greenwich, Connecticut 06870 United States
- Phone number
- +1-203-655-****
- Website
- coagency.com
- NAICS Code
- 524 - Insurance Carriers and Related Activities
- Employees
- 2-10
Funding & Financials
- $10M$25M
Charter Oak Agency's revenue is estimated to be in the range of $10M$25M
Funding & Financials
- $10M$25M
Charter Oak Agency's revenue is estimated to be in the range of $10M$25M
Company Leadership
V. D.Insurance & Financial Planning Professional- R. F.Advisor
T. T.Sales- K. S.Independent Insurance Broker And Agent, Personal And Commercial Lines
L. B.Csr-Personal Account Advisor
1-888-653-2347 
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