Insights

Cost Reduction Strong emphasis on risk mitigation and risk transfer for workers' compensation suggests opportunities to target midsize employers facing high WC premiums and seek bottom-line savings through innovative in-house solutions.

Insurance Partnerships Active collaboration with law firms, fraud prevention specialists, and defense partners indicates potential to upsell bundled services with law/compliance firms and expand offerings to clients concerned about fraud and premium optimization.

Tech Enabled Tech stack including OneTrust, Sentry, Hotjar, and CRM tools points to a data-driven sales approach; leverage digital engagement and compliance tooling to tailor risk reduction programs for prospective clients.

Occupational Focus Specialization in workers’ compensation across diverse industries positions Whiteboard as a target for employers with complex WC challenges; prospects include hospitality, manufacturing, and distribution sectors with high premiums.

Market Positioning Notable revenue scale relative to mid-market size signals a growth opportunity for mid-sized companies seeking enterprise-level risk management without the typical broker limitations; emphasize bottom-line impact and time savings in outreach.

Similar companies to Whiteboard Risk & Insurance Solutions

Whiteboard Risk & Insurance Solutions Tech Stack

Whiteboard Risk & Insurance Solutions uses 8 technology products and services including LinkedIn Ads, Hotjar, WordPress, and more. Explore Whiteboard Risk & Insurance Solutions's tech stack below.

Whiteboard Risk & Insurance Solutions's Email Address Formats

Whiteboard Risk & Insurance Solutions uses at least 4 email formats:
Whiteboard Risk & Insurance Solutions Email FormatsExamplePercentage
First@whiteboardrisk.comJohn@whiteboardrisk.com
85%
Last@whiteboardrisk.comDoe@whiteboardrisk.com
9%
First-Last@whiteboardrisk.comJohn-Doe@whiteboardrisk.com
3%
First.Last@whiteboardrisk.comJohn.Doe@whiteboardrisk.com
3%

Frequently Asked Questions

What is Whiteboard Risk & Insurance Solutions's phone number?

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You can contact Whiteboard Risk & Insurance Solutions'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 Whiteboard Risk & Insurance Solutions's official website and social media links?

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Whiteboard Risk & Insurance Solutions's official website is whiteboardrisk.com and has social profiles on LinkedIn.

How much revenue does Whiteboard Risk & Insurance Solutions generate?

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As of September 2026, Whiteboard Risk & Insurance Solutions's annual revenue is estimated to be $100M - $250M.

What is Whiteboard Risk & Insurance Solutions's SIC code and NAICS code?

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Whiteboard Risk & Insurance Solutions's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Whiteboard Risk & Insurance Solutions have currently?

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As of September 2026, Whiteboard Risk & Insurance Solutions has approximately 40 employees across 2 continents, including North America and Oceania. Key team members include Claims Manager: L. A. W. Explore Whiteboard Risk & Insurance Solutions's employee directory with LeadIQ.

What industry does Whiteboard Risk & Insurance Solutions belong to?

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Whiteboard Risk & Insurance Solutions operates in the Insurance industry.

What technology does Whiteboard Risk & Insurance Solutions use?

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Whiteboard Risk & Insurance Solutions's tech stack includes LinkedIn Ads, Hotjar, WordPress, OneTrust, Microsoft 365, Sentry, ZoomInfo and ActiveCampaign.

What is Whiteboard Risk & Insurance Solutions's email format?

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Whiteboard Risk & Insurance Solutions's email format typically follows the pattern of First@whiteboardrisk.com. Find more Whiteboard Risk & Insurance Solutions email formats with LeadIQ.

When was Whiteboard Risk & Insurance Solutions founded?

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Whiteboard Risk & Insurance Solutions was founded in 2014.
Whiteboard Risk & Insurance Solutions logo

Whiteboard Risk & Insurance Solutions

InsuranceCalifornia, United States11-50 Employees

Whiteboard Risk & Insurance Solutions is an insurance-focused firm that concentrates on risk mitigation and risk transfer, offering in-house, customized approaches to address the complexities of workers’ compensation. The company emphasizes aligning incentives and reducing financial strain on businesses by solving Work Comp challenges through structured processes and dedicated personnel, aiming to restore time and dollars to clients’ operations.
Based in San Diego, California, the firm serves organizations seeking to improve their Work Comp outcomes, positioning itself as a specialist that differentiates itself from traditional brokers and standard programs by providing tailored solutions. With a small to mid-size team, the company highlights its local presence and hands-on approach to risk management, while framing its services as a means to make the workers’ compensation system more efficient for employers. A recent reference point notes the firm’s ongoing industry activity and engagement within its professional community.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $100M - $250M

    Whiteboard Risk & Insurance Solutions's revenue is estimated to be in the range of $100M - $250M

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