Insights

Acquisition Opportunity Recently acquired by Smith Brothers Insurance LLC as of July 1, 2025, Charter Oak Agency may benefit from cross-sell opportunities, integration support, and expanded service capabilities through the acquiring group.

Mid‑Market Focus With revenue in the 10M–25M range and an insurance focus, Charter Oak Agency sits in a mid-market segment where tailored coverage, risk management, and digital quoting enhancements could drive growth and retention.

Technology Leveraging Current tech stack includes WordPress, HubSpot, Google Tag Manager, and Cloudflare, suggesting sales opportunities around digital marketing optimization, CRM-driven lifecycle campaigns, and website conversion improvements.

Regional Presence Located in Old Greenwich, CT with proximity to Glastonbury, CT via the acquisition, there is potential to expand regional partnerships, carrier relationships, and local market programs in the Northeast.

Competitive Benchmark Revenue scale and employee benchmarks align Charter Oak with major national insurers; there is room to position value-add services such as cyber, small business packages, and workflow automation to differentiate post‑acquisition.

Charter Oak Agency Tech Stack

Charter Oak Agency uses 8 technology products and services including WordPress, Cloudflare, jQuery Migrate, and more. Explore Charter Oak Agency's tech stack below.

  • WordPress
    Content Management System
  • Cloudflare
    Content Management System
  • jQuery Migrate
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • Helix Ultimate
    Web Frameworks

Charter Oak Agency's Email Address Formats

Charter Oak Agency uses at least 1 format(s):
Charter Oak Agency Email FormatsExamplePercentage
FLast@coagency.comJDoe@coagency.com
63%
FirstL@coagency.comJohnD@coagency.com
25%
First@coagency.comJohn@coagency.com
12%

Frequently Asked Questions

What is Charter Oak Agency's phone number?

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You can contact Charter Oak Agency's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Charter Oak Agency's official website and social media links?

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Charter Oak Agency's official website is coagency.com and has social profiles on LinkedIn.

What is Charter Oak Agency's NAICS code?

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Charter Oak Agency's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Charter Oak Agency have currently?

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As of July 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?

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Charter Oak Agency operates in the Insurance industry.

What technology does Charter Oak Agency use?

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Charter Oak Agency's tech stack includes WordPressCloudflarejQuery MigrateHubSpotHSTSGoogle Tag ManagerBootstrapHelix Ultimate.

What is Charter Oak Agency's email format?

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Charter Oak Agency's email format typically follows the pattern of FLast@coagency.com. Find more Charter Oak Agency email formats with LeadIQ.
Charter Oak Agency logo

Charter Oak Agency

InsuranceConnecticut, United States2-10 Employees

Charter Oak Agency is an insurance firm based in Old Greenwich, Connecticut. It offers insurance products intended to meet clients' risk-management needs.

The agency is a small operator within the insurance sector. In 2025, Charter Oak Agency was acquired by Smith Brothers Insurance LLC, effective July 1, 2025.

Section iconCompany Overview

Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Charter Oak Agency's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Charter Oak Agency's revenue is estimated to be in the range of $10M$25M

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