Insights

Growth potential Mid-sized insurance firm with revenue in the $100M-$250M range and a workforce of 11-50 employees presents an opportunity to cross-sell advanced financial planning, estate planning, and group insurance products to existing clients leveraging Mutual of Omaha capabilities.

Tech-enabled ops Adoption of cloud and analytics tools (Google Ads, AWS, Adobe Experience Cloud, Workday, GitHub) indicates receptiveness to modern digital underwriting, customer experience improvements, and scalable brokerage platforms for long-term care and supplemental health products.

Leadership signals Recent executive appointment of a Chief Information Officer suggests a focus on technology-driven efficiency and data governance, creating a window to propose integrated IT-enabled solutions such as automated claims, data integrations, and secure brokerage workflows.

Product expansion Active recognition in long-term care, supplemental health, and retirement planning areas, plus recent leadership in brokerage distribution, signals opportunities to upsell or broaden distribution of comprehensive life and health products to employer groups and individual clients.

Partnership momentum Strategic collaborations and industry awards indicate a willingness to partner on innovative programs; position as a collaborator for AI-driven procurement, claims efficiency, and co-branded content to expand market reach and trust with customers.

Similar companies to Romero Agency

Romero Agency Tech Stack

Romero Agency uses 8 technology products and services including Google Ads, Amazon Web Services, GitHub, and more. Explore Romero Agency's tech stack below.

Media & News

Romero Agency's Email Address Formats

Romero Agency uses at least 4 email formats:
Romero Agency Email FormatsExamplePercentage
First.Last@mutualofomaha.comJohn.Doe@mutualofomaha.com
93%
FLast@mutualofomaha.comJDoe@mutualofomaha.com
4%
First.L@mutualofomaha.comJohn.D@mutualofomaha.com
2%
FirstLast@mutualofomaha.comJohnDoe@mutualofomaha.com
1%

Frequently Asked Questions

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

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Romero Agency's official website is mutualofomaha.com and has social profiles on LinkedIn.

How much revenue does Romero Agency generate?

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As of October 2026, Romero Agency's annual revenue is estimated to be $100M - $250M.

What is Romero Agency's NAICS code?

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

How many employees does Romero Agency have currently?

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As of October 2026, Romero Agency has approximately 17 employees across 4 continents, including North America, Asia and Europe. Key team members include Nogea: T. M., Islamic Estate Planner: M. H. and 4444: S. N. Explore Romero Agency's employee directory with LeadIQ.

What industry does Romero Agency belong to?

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Romero Agency operates in the Insurance industry.

What technology does Romero Agency use?

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Romero Agency's tech stack includes Google Ads, Amazon Web Services, GitHub, Adobe Experience Cloud, Sketch, Microsoft 365, Workday Human Capital Management and Citrix.

What is Romero Agency's email format?

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Romero Agency's email format typically follows the pattern of First.Last@mutualofomaha.com. Find more Romero Agency email formats with LeadIQ.

When was Romero Agency founded?

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Romero Agency was founded in 2009.
Romero Agency logo

Romero Agency

InsuranceVermont, United States11-50 Employees

Romero Agency operates within the insurance sector, offering a range of financial planning and risk management services. Its offerings include estate planning, beneficiary designations, trusts, retirement planning, final expense strategies, and various life insurance products such as term, whole, and universal life, along with annuities, long-term care, disability coverage, Medicare supplements, and group policies for businesses. The firm serves individuals and organizations seeking comprehensive planning and protection, addressing needs from retirement and estate management to employee benefits and risk mitigation. Based in Winooski, Vermont, the agency positions itself as a local provider supporting clients with structured approaches to retirement, estate transfer, and insurance protection. While its core operations focus on personal and business insurance solutions, recent activity in the broader Mutual of Omaha organization includes expansions, product pathways for employer onboarding, and recognition initiatives, suggesting alignment with broader industry developments and partnerships. } } })

Section iconCompany Overview

NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $100M - $250M

    Romero Agency's revenue is estimated to be in the range of $100M - $250M

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