What it sells
Casey is an AI-native commercial insurance brokerage
Business model breakdown
Buyer: who owns the budget?
Owners of small commercial businesses (trucking, contractors, restaurants and bars, lawn care).
Trigger: what makes them buy now?
Renewal spikes, contract or shipper requirements for coverage and certificates, needing a COI quickly.
Workflow: what inputs become what output?
Specialist interviews owner, builds application, shops 100+ carriers, presents quotes side by side, binds policy, then handles certificates, claims and renewals.
Economics: what it saves and how it charges
UnverifiedBrokerage: earns carrier commission/fees on bound policies (inferred); customer pays premium only.
Distribution: how it reaches customers
Phone and web quote funnel with industry landing pages (USDOT lookup for trucking).
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Fall 2025 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.