echoloc
Company profile

M3 Insurance Tech Stack

Independent insurance brokerage for benefits, P&C and risk management

Insurance Madison, WI 201–500 employees Founded 1968 Privately Held

M3 Insurance is a Madison-based independent broker covering employee benefits, property and casualty, and retirement plans, running its agency operations on Epic and Salesforce. Hiring is accelerating and heavily sales-led, with job posts centered on book-of-business growth, lead generation and client retention. A Python, Snowflake and orchestration stack (Airflow, Dagster, Prefect) behind internal dashboards and ML models points to an in-house data function unusual for a broker this size.

What M3 Insurance Is BuildingChallenges and projects from their job posts

◆Challenges

  • Growing and retaining the book of business
  • Ensuring coverage adequacy and policy accuracy
  • Consistent renewal cycles and new business processing
  • Complex product delivery in enterprise environments
  • Streamlining internal procedures

▲Active Projects

  • New business lead generation
  • AI and machine learning models
  • Web-based data applications and interactive dashboards
  • Migrating learning content from Learn365 to Workday
  • Targeted client communication strategies

Hiring Activity

Accelerating20 roles · 9 in 30d

Department

Sales
14
Engineering
2
Digital
1
Healthcare
1
HR
1
Marketing
1
Ops
1
Support
1

Seniority

Senior
8
Intern
6
Mid
4
Junior
3
Manager
1
Companies like M3 Insurance

200+ Insurance companies running Salesforce and JavaScript

See the full list

About M3 Insurance

M3 Insurance is a privately held insurance brokerage and risk management firm headquartered in Madison, Wisconsin, founded in 1968. It serves businesses and individuals across employee benefits, property and casualty, workers' compensation, personal lines, executive benefits, Medicare and employer-sponsored retirement plans. The firm also offers HR services and small business insurance. It employs 201-500 people and hires within the United States.

HeadquartersMadison, WI
Company Size201–500 employees
Founded1968
Hiring MarketsUnited States

Frequently Asked Questions

What software does M3 Insurance use?

M3 Insurance uses Epic for agency management and Salesforce for CRM, alongside a data stack that includes Python, Snowflake, Redshift, Tableau, Airflow, Dagster, AWS and Azure.

Is M3 Insurance hiring salespeople?

Yes. Sales is the dominant hiring focus at M3 Insurance, with smaller openings in engineering, marketing, HR, operations and support, all based in the United States.

Where is M3 Insurance headquartered?

M3 Insurance is headquartered in Madison, Wisconsin. The privately held brokerage was founded in 1968 and has 201-500 employees.

Similar Companies in Insurance

Other companies in the same industry, closest in size

How this profile is built

M3 Insurance's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.