Cause IQ vendor profile

Propel Insurance


Propel Insurance is a firm that provides insurance agent or broker, consulting services, insurance, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Washington and Oregon (although they are present in other states as well).

Most Propel Insurance clients are health and welfare funds with revenues ranging from $12 million to $84 million.

Previous legal names, trade names, or just variations of their name include: Propel Insurance, LLC.

Primary location:
Tacoma, WA
Clients in:
OR, WA
Identified clients:
32
Avg client size:
$36 mil revenue
Median client size:
$20 mil revenue

Propel Insurance client list

  Name Type Location
1 FareStart 501(c)(3) Seattle, WA
2 Annie Wright Schools 501(c)(3) Tacoma, WA
3 Presbyterian Communities of South Carolina 501(c)(3) Columbia, SC
4 Harborstone Credit Union 501(c)(14) Tacoma, WA
5 United Employees Benefit Trust 501(c)(9) Tacoma, WA
6 Life Works 501(c)(3) Longview, WA
7 Painters Trust 501(c)(9) Tukwila, WA
8 SEIU Healthcare NW Health Benefits Trust Plan 501(c)(9) Seattle, WA
9 Retirees Welfare Trust 501(c)(9) Seattle, WA
10 The Bledsoe Health Trust 501(c)(9) Seattle, WA
... and 22 more Propel Insurance not-for-profit tax-exempt clients identified by Cause IQ

Propel Insurance competitors

Competitors to Propel Insurance in the nonprofit sector include Merrill Lynch Pierce Fenner and Smith, Royal Alliance Associates Inc, Usi Consulting Group, Cetera Advisor Networks, LLC, Reliance Trust Company, The Hartford, Holmes Murphy and Associates Inc, Ubs Financial Services Inc, Morgan Stanley Smith Barney LLC, and Umr.

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