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DOVETAIL INSURANCE

Cloud-based multi-carrier quoting and binding platform for independent agents serving small commercial markets.

Distribution & Sales Established Acquired
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Overview

Dovetail Insurance is a cloud-based technology platform founded in 2006 that specializes in small commercial insurance distribution. The company built an advanced digital exchange enabling independent insurance agents and brokers to obtain real-time quotes from multiple top-rated insurance carriers and bind policies instantly online -- eliminating the manual, carrier-by-carrier quoting process that traditionally slowed small business insurance placement.

In August 2015, Dovetail was acquired by Marsh, a global leader in insurance broking and risk management, to strengthen Marsh's presence in the small and medium-sized enterprise (SME) insurance segment. The platform was subsequently integrated into Victor Insurance Managers LLC, a Marsh subsidiary, and repositioned as the "Victor for Agents" service in 2023. Despite this integration, the Dovetail Exchange platform continues to operate as a public exchange for small commercial distribution.

Dovetail serves as a B2B solutions provider, connecting independent agents with carrier markets across all 50 states. Its platform supports monoline and packaged commercial coverage, making it a key enabler for agents looking to expand their small commercial book of business efficiently.

Products & Services

Dovetail Exchange Platform

Cloud-based multi-carrier quoting and binding platform for independent agents and brokers serving small business clients. Integrates with multiple top-rated insurance carriers to provide real-time comparative quotes and instant policy binding in a single workflow.

Key Features

  • Quote from multiple top-rated carriers simultaneously
  • Real-time policy binding across all 50 states
  • Monoline policy selection and package combination
  • Streamlined small commercial submission workflow

Target Users: Independent insurance agents and brokers

Business Owners Policy (BOP)

Online quote and bind for small commercial BOP coverage, enabling agents to quickly place package policies for eligible small businesses.

Target Users: Independent agents placing small commercial accounts

Cyber Liability

Small commercial cyber insurance available through the exchange platform, addressing the growing cyber risk needs of small business clients.

Target Users: Independent agents and brokers

General Liability

Commercial GL policies available through the Dovetail Exchange for small commercial placement.

Target Users: Independent agents and brokers

Professional Liability

Errors & Omissions (E&O) and professional liability lines for small professional services businesses, available through the exchange.

Target Users: Independent agents and brokers

Workers Compensation

Small commercial workers compensation programs accessible through the Dovetail Exchange platform.

Target Users: Independent agents and brokers