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Insights

Strong Local Presence With over 20 years of service in Charlotte and a focus on community relationships, Burgess Insurance & Financial Services Inc presents an opportunity for targeted local marketing and personalized outreach strategies to deepen customer engagement.

Diverse Insurance Portfolio Offering a broad range of insurance products including auto, home, business, and specialty coverages, the company could benefit from cross-selling advanced solutions such as cyber liability or emerging risk coverages tailored to small and mid-sized businesses.

Growth Potential Operating with an annual revenue between one to ten million dollars and a small team, there is significant scope to introduce scalable digital marketing tools and insurtech solutions to enhance operational efficiency and client acquisition.

Digital Engagement The use of multiple digital marketing and analytics tools indicates a digital-savvy approach, suggesting opportunities for upselling innovative data-driven services like customer insights, targeted advertising, or online claim management platforms.

Niche Market Focus Their specialization in professional liability for specific sectors presents a niche opportunity to expand into related industries or develop customized insurance products that address emerging risks faced by professional service providers and associations.

Similar companies to Burgess Insurance & Financial Services Inc

Burgess Insurance & Financial Services Inc Tech Stack

Burgess Insurance & Financial Services Inc uses 8 technology products and services including The Trade Desk, Open Graph, Adobe Audience Manager, and more. Explore Burgess Insurance & Financial Services Inc's tech stack below.

  • The Trade Desk
    Advertising
  • Open Graph
    Content Management System
  • Adobe Audience Manager
    Data Management
  • Google Cloud
    Infrastructure As A Service
  • Alpine.js
    Javascript Frameworks
  • Amazon ALB
    Load Balancers
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Media & News

Burgess Insurance & Financial Services Inc's Email Address Formats

Burgess Insurance & Financial Services Inc uses at least 1 format(s):
Burgess Insurance & Financial Services Inc Email FormatsExamplePercentage
FirstLast@protectingthecarolinas.comJohnDoe@protectingthecarolinas.com
50%
FirstLast@protectingthecarolinas.comJohnDoe@protectingthecarolinas.com
50%

Frequently Asked Questions

Where is Burgess Insurance & Financial Services Inc's headquarters located?

Minus sign iconPlus sign iconBurgess Insurance & Financial Services Inc's main headquarters is located at 8829 Arbor Creek Dr, Charlotte, North Carolina 28269, US. The company has employees across 1 continents, including North America.

What is Burgess Insurance & Financial Services Inc's official website and social media links?

Minus sign iconPlus sign iconBurgess Insurance & Financial Services Inc's official website is protectingthecarolinas.com and has social profiles on LinkedIn.

What is Burgess Insurance & Financial Services Inc's NAICS code?

Minus sign iconPlus sign iconBurgess Insurance & Financial Services Inc's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Burgess Insurance & Financial Services Inc have currently?

Minus sign iconPlus sign iconAs of December 2025, Burgess Insurance & Financial Services Inc has approximately 8 employees across 1 continents, including North America. Key team members include Agent/Owner: M. B. B.Insuranse Sales Specialist: J. G.. Explore Burgess Insurance & Financial Services Inc's employee directory with LeadIQ.

What industry does Burgess Insurance & Financial Services Inc belong to?

Minus sign iconPlus sign iconBurgess Insurance & Financial Services Inc operates in the Insurance industry.

What technology does Burgess Insurance & Financial Services Inc use?

Minus sign iconPlus sign iconBurgess Insurance & Financial Services Inc's tech stack includes The Trade DeskOpen GraphAdobe Audience ManagerGoogle CloudAlpine.jsAmazon ALBGoogle Tag ManagerGoogle Analytics.

What is Burgess Insurance & Financial Services Inc's email format?

Minus sign iconPlus sign iconBurgess Insurance & Financial Services Inc's email format typically follows the pattern of FirstLast@protectingthecarolinas.com. Find more Burgess Insurance & Financial Services Inc email formats with LeadIQ.

When was Burgess Insurance & Financial Services Inc founded?

Minus sign iconPlus sign iconBurgess Insurance & Financial Services Inc was founded in 2006.

Burgess Insurance & Financial Services Inc

InsuranceUnited States2-10 Employees

WELCOME to the Burgess Insurance & Financial Services Inc State Farm experience!  

OUR MISSION over the last 20 years has been to create and preserve RELATIONSHIPS with our community neighbors by protecting the assets YOU value most through our honesty, integrity and superior SERVICE.

OUR SPECIALTIES include:   Business and Personal Insurance | Income, Asset, and Legacy Protection | Wealth Management | Mortgage and Banking | Benefits

OUR PASSION is to provide a Professional, Personal, Prompt approach to protecting your family or business!

READY TO TALK?
Contact me to schedule your Annual Insurance and Financial Review
help@protectingthecarolinas.com
704-323-8443
https://protectingthecarolinas.com


Detailed Listing of Available Insurance Coverages:  Auto, Home, Business, Life, Health.  Workers Compensation, Equipment Breakdown, Employment Practices Liability (EPLI).  Not-For-Profit Directors & Officers (D&O).  Directors & Officers (D&O) for Condominiums and Homeowners Associations.  Errors & Omissions (E&O) for Technology Consultants, Management Consultants, and Real Estate Agents.  Professional Liability for Architects, Engineers, Land Surveyors, Accountants and Dentists. Commercial Liability Umbrella, Commercial General Liability, Commercial Property Insurance, Commercial Auto, Business Auto.

Section iconCompany Overview

Headquarters
8829 Arbor Creek Dr, Charlotte, North Carolina 28269, US
Website
protectingthecarolinas.com
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2006
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Burgess Insurance & Financial Services Inc's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Burgess Insurance & Financial Services Inc's revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    M. B. B.
    Agent/Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Insuranse Sales Specialist
    Phone icon
    Mobile Phone

Employee Directory

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