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 $10 million to $91 million.
Previous legal names, trade names, or just variations of their name include: Propel Insurance, LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Annie Wright Schools | 501(c)(3) | Tacoma, WA | ||
| 2 | Institute for Family Development | 501(c)(3) | Federal Way, WA | ||
| 3 | Habitat for Humanity Portland Region | 501(c)(3) | Portland, OR | ||
| 4 | Columbia Wellness | 501(c)(3) | Longview, WA | ||
| 5 | Harborstone Credit Union | 501(c)(14) | Tacoma, WA | ||
| 6 | United Employees Benefit Trust | 501(c)(9) | Tacoma, WA | ||
| 7 | Life Works | 501(c)(3) | Longview, WA | ||
| 8 | Painters Trust | 501(c)(9) | Tukwila, WA | ||
| 9 | SEIU Healthcare NW Health Benefits Trust Plan | 501(c)(9) | Seattle, WA | ||
| 10 | Retirees Welfare Trust | 501(c)(9) | Seattle, WA | ||
| ... | and 18 more Propel Insurance not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Propel Insurance in the nonprofit sector include Proaccount, Mma Securities LLC, Cambridge Investment Research, Northwestern Mutual Investment Serv, Ubs Financial Services, Inc., Captrust, RBC Capital Markets, Ubs Financial Services, Wells Fargo Clearing Services LLC, and Raymond James Financial Services.
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