How Much Did The Complete Insurance Source Raise?
Funding & Key Investors

The Complete Insurance Source has successfully secured a significant capital injection, bringing its total funding to $150K. This latest round, characterized by a $150K strategic investment, underscores the firm's robust position within the competitive insurance brokerage landscape. By leveraging this influx of liquidity, the organization is well-positioned to enhance its service delivery and expand its footprint across the Metro Atlanta region, reinforcing its long-standing reputation for consultative risk management.

What is The Complete Insurance Source?

Established in 1962, The Complete Insurance Source operates as a comprehensive insurance agency providing tailored coverage solutions for individuals, families, and commercial entities. The firm distinguishes itself through a high-touch, consultative methodology that prioritizes personalized risk assessment over transactional sales. With a deep-rooted presence in Fayette, Fulton, Coweta, Henry, Spalding, and Clayton counties, the agency manages a diverse portfolio of products including auto, homeowners, business, and life insurance. By maintaining strong relationships with reputable underwriters, the company ensures that its client base of over 3,000 policyholders receives optimal protection tailored to specific regional and personal requirements.

How much funding has The Complete Insurance Source raised?

The Complete Insurance Source has raised a total of $150K across 1 funding round:

2020

Debt

$150K

Debt (2020): $150K with participation from PPP

Key Investors in The Complete Insurance Source

PPP

Public-Private Partnership

What's next for The Complete Insurance Source?

With the recent infusion of capital, The Complete Insurance Source is poised to accelerate its digital transformation and operational scaling. The strategic roadmap likely involves upgrading client-facing technology platforms to streamline the policy acquisition process while simultaneously deepening its market penetration in the Metro Atlanta area. As the firm transitions into this next phase of growth, the focus will remain on maintaining the high service standards that have defined its six-decade history, while potentially exploring new product verticals or regional expansion opportunities to capture additional market share in the evolving insurance sector.

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Frequently Asked Questions Regarding The Complete Insurance Source Financial Insights

What are the most recent funding rounds that The Complete Insurance Source has completed, and what were the funding rounds?
The Complete Insurance Source has recently completed 1 funding rounds: Debt on Apr 27, 2020.
What is the total amount of funding The Complete Insurance Source has raised to date?
The Complete Insurance Source has raised a total of $150K in funding to date.
How many funding rounds has The Complete Insurance Source completed?
The Complete Insurance Source has completed 1 funding rounds.
How much funding did The Complete Insurance Source raise in its most recent funding round?
The Complete Insurance Source raised $150K in its most recent funding round.
Who are the lead investors in The Complete Insurance Source's latest funding round?
The lead investor in The Complete Insurance Source's latest funding round was PPP. To access investor data and explore similar companies, sign up for ZoomInfo.
Which was the largest funding round in The Complete Insurance Source's history?
The largest funding round in The Complete Insurance Source's history was $150K.
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