Patriot Growth Insurance Services, LLC Tech Stack

National insurance agency across Employee Benefits, P&C, and Personal lines

Insurance Fort Washington, PA 1,001–5,000 employees Founded 2019 Privately Held

Patriot Growth Insurance Services is a 1,000+ person insurance agency founded in 2019, backed by growth equity firms GI Partners and Summit Partners. The tech stack is heavily Microsoft-centric (Office 365, Teams infrastructure implied) with Salesforce for CRM and Epic Systems for benefits administration—a pattern typical of agencies managing high-touch client relationships and complex enrollment workflows. Hiring is sales-driven (58% of open roles), with acute pain points around renewal management, claims complexity, and cross-selling, suggesting operational friction in their core P&C and Employee Benefits business.

Tech Stack 15 technologies

Core StackJira ClickUp Epic Systems Salesforce Word PowerPoint Excel Microsoft Office SharePoint Microsoft 365 Outlook OneDrive Microsoft Planner Publisher LinkedIn Recruiter

What Patriot Growth Insurance Services, LLC Is Building

◆Challenges

Renewal management
Complex claims and billing issues
Cross-selling opportunities within existing accounts
Streamlining processes
Cost savings opportunities
Retention and satisfaction
Optimizing communication channels
Smooth implementation of new carrier programs
Rising health care costs
Regulatory issues

▲Active Projects

Open enrollment meetings
Open enrollment support
System implementations
Quote and proposal development
Ams conversions
Client onboarding process
Client renewal implementation
Audit preparation for broker/dealer reviews
Internal tracking systems for prospecting and onboarding
Comparative fund analysis

Hiring Activity

Accelerating100 roles · 50 in 30d

Department

Sales

Support

Ops

Claims

Data

Engineering

Finance

Seniority

Mid

Senior

Junior

Manager

Director

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About Patriot Growth Insurance Services, LLC

Patriot Growth Insurance Services brokers Property & Casualty, Employee Benefits, and Personal insurance solutions for mid-market and enterprise clients across the United States. The firm is headquartered in Fort Washington, PA and operates as a national agency with an emphasis on local relationship management. Active projects span open enrollment operations, AMS conversions, client onboarding automation, and carrier program implementations—reflecting the operational complexity of managing multiple insurance lines and client accounts. The organization manages renewal cycles, complex claims and billing workflows, and regulatory compliance for broker-dealer reviews.

HeadquartersFort Washington, PA

Company Size1,001–5,000 employees

Founded2019

Hiring MarketsUnited States

Frequently Asked Questions

What is Patriot Growth Insurance Services tech stack?

Core tools: Microsoft Office 365 suite (Word, Excel, PowerPoint, Teams, SharePoint, Outlook), Salesforce for CRM, Epic Systems for Employee Benefits administration, Jira and ClickUp for project management, LinkedIn Recruiter for talent acquisition.

Where is Patriot Growth Insurance headquartered?

Fort Washington, Pennsylvania. The firm operates nationally across the United States with 1,001–5,000 employees.