Risk Strategies Company Tech Stack

Specialty insurance brokerage with P&C, benefits, and wealth management

Insurance Boston, MA 5,001–10,000 employees Founded 1997 Privately Held

Risk Strategies is a mid-market insurance brokerage operating across property & casualty, employee benefits, and private client services. The tech stack is operationally mature—heavy Microsoft (Office, SharePoint, SQL Server) and Adobe for design, with Salesforce for CRM and Epic Systems for claims—but lacks active AI/modernization projects, which aligns with hiring pressure concentrated in sales (82 roles) rather than engineering (2 roles). Renewal process and market consolidation dominate project focus, indicating a revenue-defense posture amid competitive pressure.

Tech Stack 26 technologies

Core StackAdobe InDesign Adobe Creative Cloud WordPress C# JavaScript Node.js Angular SQL Server AWS Epic Systems Smartsheet Salesforce Canva Python Word Excel PowerPoint Outlook Microsoft Office SharePoint NET Core Concur Microsoft Access SQL R RStudio

What Risk Strategies Company Is Building

◆Challenges

Risk mitigation
Market consolidation initiative
Improving client service efficiency
System of record data integrity
Renewal process
High-volume account management
Complex claims issues
Retaining employee benefits accounts
Competitive or distressed markets
Cost drivers

▲Active Projects

Renewal strategy
Fewer & stronger market consolidation initiative
Renewals and rfps
New client implementations
Client benefit strategy development
Renewal processes for health and life coverages
Rfp and renewal management
Renewal process coordination
Client presentation development
Insurance coverage reviews

Hiring Activity

Accelerating130 roles · 70 in 30d

Department

Sales

Finance

Support

Insurance

Ops

Engineering

Healthcare

Seniority

Senior

Mid

Junior

Lead

Director

Manager

C-Level

Notable leadership hires: Chief Operating Officer, Project Director, Team Lead

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About Risk Strategies Company

Risk Strategies is a specialty insurance brokerage headquartered in Boston, founded in 1997 and now part of the Brown & Brown team via Accession Risk Management Group. The firm serves mid-market and high-net-worth clients across property & casualty insurance, employee benefits, private client advisory, and wealth management. With 5,001–10,000 employees, the organization operates a traditional brokerage model: sales teams source and manage client relationships, renewals and RFPs drive revenue cycles, and back-office teams coordinate claims, benefits administration, and compliance. Hiring is concentrated in sales roles across the United States, reflecting growth in client acquisition and retention.

HeadquartersBoston, MA

Company Size5,001–10,000 employees

Founded1997

Hiring MarketsUnited States

Frequently Asked Questions

What is Risk Strategies Company's tech stack?

Core stack: Microsoft Office/SharePoint/SQL Server, Salesforce (CRM), Epic Systems (claims), Concur (expense management), Smartsheet (project tracking), AWS cloud, and Adobe Creative Cloud. Development languages include C#, JavaScript, Node.js, Angular, SQL, Python, and R.

What is Risk Strategies Company working on?

Current focus: renewal strategy and RFP management, market consolidation and competitive positioning, new client implementations, benefits account retention, and process automation for health and life coverage renewals. High-volume account management and system data integrity are active operational priorities.