Insights

Growth momentum Mutual of Omaha has recent leadership expansions across institutional sales, strategy, engineering, and human resources, signaling a growth trajectory and increased demand for integrated financial services technology platforms and advisory solutions.

Technology modernization The firm’s tech stack includes cloud, data integration, analytics, and security tools, suggesting opportunities to offer modern data management, CRM integration, cybersecurity hardening, andInsurTech partnerships that align with their digital strategy.

Employee experience Recognition as an America's Greatest Workplace and ongoing HR leadership appointments imply emphasis on talent engagement and retention, presenting openings for employee benefits optimization, wellness programs, and internal communications platforms.

Financial scale With revenue in the hundreds of millions and a broad portfolio spanning life, annuities, and group policies, there is potential for enterprise-level insurance operations services, analytics, and vendor consolidation partnerships.

Institutional focus Recent promotions in institutional sales and strategy indicate a priority on institutional channels and business-to-business solutions, creating sales opportunities for institutional product suites, advisory network enablement, and long-term care and retirement planning partnerships.

Similar companies to Romero Agency

Romero Agency Tech Stack

Romero Agency uses 8 technology products and services including Google Ads, Amazon Web Services, GitHub, and more. Explore Romero Agency's tech stack below.

Media & News

Romero Agency's Email Address Formats

Romero Agency uses at least 4 email formats:
Romero Agency Email FormatsExamplePercentage
First.Last@mutualofomaha.comJohn.Doe@mutualofomaha.com
93%
FLast@mutualofomaha.comJDoe@mutualofomaha.com
4%
First.L@mutualofomaha.comJohn.D@mutualofomaha.com
2%
FirstLast@mutualofomaha.comJohnDoe@mutualofomaha.com
1%

Frequently Asked Questions

What is Romero Agency's official website and social media links?

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Romero Agency's official website is mutualofomaha.com and has social profiles on LinkedIn.

How much revenue does Romero Agency generate?

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As of August 2026, Romero Agency's annual revenue is estimated to be $100M - $250M.

What is Romero Agency's NAICS code?

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Romero Agency's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Romero Agency have currently?

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As of August 2026, Romero Agency has approximately 17 employees across 4 continents, including North America, Asia and Europe. Key team members include Nogea: T. M., Islamic Estate Planner: M. H. and 4444: S. N. Explore Romero Agency's employee directory with LeadIQ.

What industry does Romero Agency belong to?

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Romero Agency operates in the Insurance industry.

What technology does Romero Agency use?

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Romero Agency's tech stack includes Google Ads, Amazon Web Services, GitHub, Adobe Experience Cloud, Sketch, Microsoft 365, Workday Human Capital Management and Citrix.

What is Romero Agency's email format?

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Romero Agency's email format typically follows the pattern of First.Last@mutualofomaha.com. Find more Romero Agency email formats with LeadIQ.

When was Romero Agency founded?

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Romero Agency was founded in 2009.
Romero Agency logo

Romero Agency

InsuranceVermont, United States11-50 Employees

Romero Agency operates within the insurance sector, offering a range of financial planning and risk management services. Its offerings include estate planning, beneficiary designations, trusts, retirement planning, final expense strategies, and various life insurance products such as term, whole, and universal life, along with annuities, long-term care, disability coverage, Medicare supplements, and group policies for businesses. The firm serves individuals and organizations seeking comprehensive planning and protection, addressing needs from retirement and estate management to employee benefits and risk mitigation. Based in Winooski, Vermont, the agency positions itself as a local provider supporting clients with structured approaches to retirement, estate transfer, and insurance protection. While its core operations focus on personal and business insurance solutions, recent activity in the broader Mutual of Omaha organization includes expansions, product pathways for employer onboarding, and recognition initiatives, suggesting alignment with broader industry developments and partnerships. } } })

Section iconCompany Overview

NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $100M - $250M

    Romero Agency's revenue is estimated to be in the range of $100M - $250M

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