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Warner Pacific Insurance Services
Warner Pacific Insurance Services was built as a general agency serving independent insurance brokers. The company, headquartered in Westlake Village,...
Warner Pacific Insurance Services
Warner Pacific Insurance Services was built as a general agency serving independent insurance brokers. The company, headquartered in Westlake Village, California, acts as a bridge between carriers and the brokers who advise employer groups and individuals. Edward Lehman was appointed Chief Executive Officer in 2026 to lead what it now describes as a national growth phase. The firm's core identity is a distribution and service platform, not an underwriting entity. The firm's book spans medical, ancillary, and Medicare lines, with $10B-plus in premiums across more than 88,000 in-force employer groups and 125,000 Medicare and individual members. Warner Pacific gives brokers access to multiple carrier partnerships, combining that panel with compliance guidance, continuing-education courses branded as Warner U, and a legislative resource it calls Ask Janet. The model is designed to help independent brokers place business efficiently without requiring them to build their own carrier relationships. The website lists a national footprint, though the firm does not specify the regional density of those relationships. Warner Pacific employs roughly 700 professionals and, as of mid-2026, has named Edward Lehman CEO to direct its stated next phase of expansion. The firm identifies in-force employer groups and premium volume as its primary scale metrics. Its public materials emphasize technology, compliance support, and broker education as the services layered on top of carrier access. Aside from the core general-agency operation, the firm has not disclosed adjacent ventures such as a philanthropic foundation, a real-asset arm, or membership in peer organizations like Tiger 21 or YPO. Warner Pacific's structural distinction lies in its position as a general agency rather than a broker, carrier, or aggregator. Unlike an MGA that assumes underwriting risk or a consolidator that acquires brokerages, Warner Pacific functions as a service layer connecting independent brokers to carriers. That architecture makes its revenue tied to transaction flow and administrative fees, not underwriting profit, placing it in a narrow class of insurance intermediaries that scale through breadth of carrier contracts and broker adoption.
General information
Firm type
other
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Westlake Village
Corporate office
Westlake Village, CA, United States
Principals
Edward Lehman
Chief Executive Officer
Sector focus
Frequently asked questions
Who runs Warner Pacific Insurance Services?
Edward Lehman was appointed Chief Executive Officer in 2026, succeeding prior leadership. The firm has not publicly disclosed the full executive team or investment committee, consistent with a privately held general agency. Day-to-day operations draw on roughly 700 professionals, according to the company's own materials.
How does Warner Pacific Insurance Services fit into the insurance value chain?
It operates as a general agency, meaning it connects independent insurance brokers to a panel of carriers while providing ongoing service, compliance support, and education. Warner Pacific does not underwrite risk itself, nor does it sell policies directly to employers or individuals. Its revenue derives from the distribution and servicing of policies placed through its broker network.
What lines of coverage does Warner Pacific support?
The firm supports medical, ancillary, and Medicare lines of business. Its employer-group book accounts for the largest share of its stated $10B-plus premium volume, while its Medicare and individual segment covers approximately 125,000 members. The company has not published a full breakdown by line.
Does Warner Pacific own any insurance carriers or take underwriting risk?
No. Warner Pacific is a general agency — it does not underwrite policies, own a carrier, or operate as an MGA. Its role is intermediary: providing brokers with carrier access, technology tools, and compliance resources to place and service business.
What is Warner Pacific's geographic footprint?
The company describes a national footprint but has not listed specific office locations beyond its Westlake Village, California headquarters. Broker support and carrier partnerships are designed to serve clients across multiple states, though the precise number of licensed states has not been publicly disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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