Insights

Regional Focus Legacy Pacific Northwest broker with over 50 years of local presence in Bellevue and Portland presents a sales opportunity to expand carrier partnerships and specialized product offerings for small to mid-market clients in the region.

Specialized Expertise Impaired risk heritage and full service brokerage for life, disability, long term care and annuities indicates a potential fit for carriers targeting high-need risk segments and complex underwriting with cross-sell opportunities across related product lines.

Boutique Scale Small team (2-10 employees) with deep industry experience offers a channel for flexible, relationship-driven partnerships and scalable distribution strategies leveraging personalized service models.

Tech Stack Active digital footprint using WordPress/Weebly, Snowplow analytics, and modern web tooling provides a basis for digital marketing collaboration, data-driven lead generation, and enhanced client onboarding through streamlined processes.

Financial Momentum Revenue reported in the multi-billion range signals strong market presence; pair this with strategic partnerships to secure large case opportunities, multi-carrier placements, and growth-focused insurance programs.

Similar companies to The Merz Agency, Inc.

The Merz Agency, Inc. Tech Stack

The Merz Agency, Inc. uses 8 technology products and services including Snowplow, Open Graph, Weebly, and more. Explore The Merz Agency, Inc.'s tech stack below.

The Merz Agency, Inc.'s Email Address Formats

The Merz Agency, Inc. uses at least 2 email formats:
The Merz Agency, Inc. Email FormatsExamplePercentage
First@merzagency.comJohn@merzagency.com
79%
First.Last@merzagency.comJohn.Doe@merzagency.com
21%

Frequently Asked Questions

What is The Merz Agency, Inc.'s phone number?

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You can contact The Merz Agency, Inc.'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 The Merz Agency, Inc.'s official website and social media links?

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The Merz Agency, Inc.'s official website is merzagency.com and has social profiles on LinkedIn.

How much revenue does The Merz Agency, Inc. generate?

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As of September 2026, The Merz Agency, Inc.'s annual revenue is estimated to be $1B - $10B.

What is The Merz Agency, Inc.'s SIC code and NAICS code?

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The Merz Agency, Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does The Merz Agency, Inc. have currently?

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As of September 2026, The Merz Agency, Inc. has approximately 10 employees across 3 continents, including North America, Asia and Europe. Key team members include Founder: M. C., Manager: K. C. and Senior Case Manager + Marketing Internal: V. B. Explore The Merz Agency, Inc.'s employee directory with LeadIQ.

What industry does The Merz Agency, Inc. belong to?

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The Merz Agency, Inc. operates in the Insurance industry.

What technology does The Merz Agency, Inc. use?

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The Merz Agency, Inc.'s tech stack includes Snowplow, Open Graph, Weebly, WordPress, Microsoft 365, Google Fonts API, Video.js and WP Engine.

What is The Merz Agency, Inc.'s email format?

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The Merz Agency, Inc.'s email format typically follows the pattern of First@merzagency.com. Find more The Merz Agency, Inc. email formats with LeadIQ.

When was The Merz Agency, Inc. founded?

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The Merz Agency, Inc. was founded in 1958.
The Merz Agency, Inc. logo

The Merz Agency, Inc.

InsuranceWashington, United States2-10 Employees

The Merz Agency, Inc. is a third-generation insurance brokerage serving the Pacific Northwest for more than 50 years. Founded in 1958 by Robert F. Merz, it began as an impaired risk specialty firm and has since evolved into a full-service independent brokerage offering life, disability, long-term care, and annuities. From offices in Bellevue, Washington and Portland, Oregon, the firm provides localized service and support to financial service professionals throughout the region.

The agency operates as an independent broker within the insurance industry, enabling advisers to tailor coverage for clients through relationships with multiple carriers. The team collectively brings more than 200 years of insurance experience, supporting underwriting and marketing for complex cases in the Pacific Northwest. This regional focus and local presence define its role in delivering customized insurance solutions to its clients.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1958
Employees
2-10

Section iconFunding & Financials

  • $1B - $10B

    The Merz Agency, Inc.'s revenue is estimated to be in the range of $1B - $10B

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