Evertree Insurance exceeds $29M revenue, wins workplace award

By Olivia Hart

How far has Evertree grown?

Evertree Insurance recorded more than $29 million in total property/casualty revenue in 2025 and ranked No. 79 on Insurance Journal’s 2026 Top 100 list. Insurance Journal described the technology-enabled independent insurance agency and brokerage, founded in 2022, as being on a growth spurt.

Insurance Journal also named Evertree the East’s Bronze Award winner for its 2026 Best Agency to Work For award. The recognition followed employee nominations, making it a favorable signal about participating workers rather than a survey of everyone employed by the agency.

One nominating employee told Insurance Journal: “Evertree truly cares about the people who work here. They want everyone to succeed, not just for the good of the company, but for the good of the employee’s life and future, too.” Insurance Journal’s account gives no nomination count, response rate, employee headcount, turnover rate, compensation data or selection methodology.

The revenue, ranking and award figures establish scale and recognition, but not prior-year comparisons, organic versus acquired growth, profitability or carrier count. On the disclosed record, Evertree has grown quickly and earned favorable employee recognition, though the report gives no basis for testing either claim.

What do employees say about the workplace?

A second nominee said the agency’s demographic mix of gender, race and age was atypical for the insurance industry, and praised management’s integrity and concern for clients. A third employee said Evertree provides tools and resources without daily micromanagement, giving the employee freedom to become the best producer possible. These favorable accounts come from people who chose to nominate Evertree and do not show whether non-nominating staff share the same experience.

Morgan Pecora, senior vice president of People at Evertree, said rapid growth brought substantial change and that management worked to keep employees valued, supported, challenged and excited about the company’s direction. She also said: “We have an incredibly talented team, but we also genuinely enjoy working together.”

Her broader prescription included opportunities to grow, leaders who invest in their teams, recognition of great performance and the ability to build meaningful careers. She acknowledged that Evertree is not perfect but said the company listens, evolves and wants to become a place where people want to work. The report offers no retention, engagement or internal-mobility metrics, so the culture case remains a favorable but testimonial account of autonomy, demographic breadth and supportive leadership.

What must Evertree invest in as it scales?

Pecora said the insurance industry continues to change quickly, with technology, consolidation, changing customer expectations and an increasingly competitive talent market forcing agencies to evolve. She argued that being a strong employer now requires more than a job: employees need to understand the company’s direction, their contribution and available opportunities as the organization grows.

Her investment list covers technology and better processes, plus leadership, development, communication, flexibility, recognition and career opportunities. The stated goal is a company where high-performing people can do strong work, advance their careers and receive rewards for the impact they create.

Insurance Journal’s report does not quantify spending on those areas, identify which processes improved or set a timetable for reaching that goal. Evertree’s strategy therefore depends on improving operations and career paths while the agency keeps expanding.

Where does AI fit?

An employee said Evertree has heavily promoted AI to help agents seamlessly navigate underwriting guides and processes for the many carriers the firm works with. The stated purpose is to assist agents, not replace them.

The report provides no adoption rate, time saving, underwriting-cycle result, error rate or productivity measure. AI supports agents at Evertree, but Insurance Journal’s report offers no quantified business case.

How does Evertree test its culture?

Pecora said Evertree regularly asks employees what works and what does not, and treats challenging feedback as especially valuable. Her standard is to listen to employees and then be willing to act on what they hear.

She said compensation, benefits, events and perks matter when employers discuss culture, but those benefits are not the whole foundation. In her view, durable workplaces are built through the everyday employee experience.

Insurance Journal’s account does not say how Evertree routes feedback, resolves complaints, measures retention or verifies that leaders follow through. Employee listening will matter at Evertree only if management can show what changed after workers speak.

The next test for Evertree is whether technology, expanding operations and employer commitments can advance together. If growth outpaces management’s ability to listen, develop and reward employees, the workplace recognition may prove less durable than the agency’s expansion.