Insights

Strategic Acquisition PayneWest Insurance has a history of acquisitions and partnerships, including a 2021 acquisition by Marsh & McLennan Agency and ongoing collaborations with HealthJoy and TrustLayer. This suggests potential cross-sell opportunities for integrated benefits platforms, risk management services, and insurance product expansions across merged agency footprints.

Regional Footprint With offices across Montana, Idaho, and Washington and a combined presence in 30 communities, there are strong local-market relationships and potential for expansion of employer-sponsored plans, group benefits, and tailored risk solutions targeted at mid-size regional employers.

Mid-Mized Scale Employee count (201-500) and revenue in the hundreds of millions indicate capacity for enterprise-grade service offerings, including complex commercial lines, wellness and HDHP programs, and multi-state risk management services for growing regional businesses.

Tech Stack Adoption of platforms like iCIMS, WordPress, Epic Systems, and marketing tech indicates openness to digital enrollment, CRM-driven sales motions, and API-enabled data exchange, enabling scalable proposals for large employer groups and insurers seeking integrated tech-enabled benefits solutions.

Focus on Growth Frequent partnerships and expansions, plus a history of hiring and office growth, signal a proactive growth trajectory. There are opportunities to present strategic alliances around advanced employee benefits, wellness initiatives, and consulting services to attract and retain commercial clients.

Similar companies to Payne Financial Group, Inc.

Payne Financial Group, Inc. Tech Stack

Payne Financial Group, Inc. uses 8 technology products and services including iCIMS, WordPress, Osano, and more. Explore Payne Financial Group, Inc.'s tech stack below.

Media & News

Payne Financial Group, Inc.'s Email Address Formats

Payne Financial Group, Inc. uses at least 4 email formats:
Payne Financial Group, Inc. Email FormatsExamplePercentage
FLast@paynewest.comJDoe@paynewest.com
90%
FirstLast@paynewest.comJohnDoe@paynewest.com
6%
FirstL@paynewest.comJohnD@paynewest.com
3%
First.Last@paynewest.comJohn.Doe@paynewest.com
1%

Frequently Asked Questions

What is Payne Financial Group, Inc.'s official website and social media links?

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Payne Financial Group, Inc.'s official website is paynewest.com and has social profiles on LinkedIn.

How much revenue does Payne Financial Group, Inc. generate?

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As of July 2026, Payne Financial Group, Inc.'s annual revenue is estimated to be $250M - $500M.

What is Payne Financial Group, Inc.'s NAICS code?

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Payne Financial Group, Inc.'s NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Payne Financial Group, Inc. have currently?

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As of July 2026, Payne Financial Group, Inc. has approximately 201 employees across 1 continents, including North America. Key team members include Sales Executive & Vice President: M. H., Personal Insurance Service Director - Montana: D. H. and Account Manager: C. T. Explore Payne Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Payne Financial Group, Inc. belong to?

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Payne Financial Group, Inc. operates in the Insurance industry.

What technology does Payne Financial Group, Inc. use?

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Payne Financial Group, Inc.'s tech stack includes iCIMS, WordPress, Osano, Simpli.fi, Epic Systems, Flickity, WP Engine and Adobe Creative Suite.

What is Payne Financial Group, Inc.'s email format?

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Payne Financial Group, Inc.'s email format typically follows the pattern of FLast@paynewest.com. Find more Payne Financial Group, Inc. email formats with LeadIQ.

When was Payne Financial Group, Inc. founded?

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Payne Financial Group, Inc. was founded in 2001.
Payne Financial Group, Inc. logo

Payne Financial Group, Inc.

InsuranceMontana, United States201-500 Employees

Payne Financial Group, Inc. is an insurance firm headquartered in Billings, Montana, with a regional footprint across Montana, Idaho, and Washington. In 2012, a merger with Western States Insurance led to the formation of PayneWest Insurance, a regional, employee-owned brokerage serving clients throughout the Rocky Mountain and Pacific Northwest regions. Together, the network spans about 30 communities through roughly 40 offices across the region. In 2021, PayneWest was acquired by MHBT, a Marsh & McLennan Agency LLC, reflecting consolidation within the broader insurance brokerage landscape. The company has pursued partnerships to enhance its services, including collaborations with HealthJoy and TrustLayer in 2020.

Section iconCompany Overview

NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2001
Employees
201-500

Section iconFunding & Financials

  • $250M - $500M

    Payne Financial Group, Inc.'s revenue is estimated to be in the range of $250M - $500M

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