# Ledgebrook

> Ledgebrook is a tech-enabled excess and surplus (E&S) lines managing general agent (MGA) that aims to give wholesale insurance brokers the fastest, easiest quoting experience. Founded in 2021 by former actuary Gage Caligaris, the company pairs a next-generation tech stack - which enriches and prefills broker submissions and speeds rating - with experienced human underwriters to write specialty commercial coverages such as general liability, excess liability, professional liability, allied healthcare, and architects & engineers. Having written its first policy in May 2023, Ledgebrook passed a $100M premium run rate and closed an oversubscribed $65M Series C in June 2025, bringing total funding to roughly $119M.

- **Founded:** 2021
- **Headquarters:** Needham, Massachusetts, United States
- **Founders:** Gage Caligaris (Founder & CEO)
- **Team size:** ~190 employees
- **Products:** Primary General Liability, Supported / Excess Liability, Miscellaneous Professional Liability, Allied Healthcare Professional Liability, Architects & Engineers (A&E)
- **Notable:** Closed an oversubscribed $65M Series C in June 2025, bringing total funding to roughly $119M, Grew from first policy in May 2023 to a $100M+ premium run rate, Launched 5+ E&S product lines in under three years (GL, excess, professional, allied healthcare, A&E)

## Products & services

- **Primary General Liability** — E&S general liability coverage for middle-market risks, quoted through Ledgebrook's tech-enabled submission and rating platform.
- **Supported / Excess Liability** — Excess casualty coverage sitting above primary layers for wholesale broker clients.
- **Miscellaneous Professional Liability** — Primary professional liability (E&O) coverage for a range of professional services risks.
- **Allied Healthcare Professional Liability** — Professional liability tailored to allied healthcare providers, launched with capacity partner Obsidian.
- **Architects & Engineers (A&E)** — Professional liability for design professionals, launched in June 2024 with Obsidian and practice leader Carolyn Pearce.
- **Ledgebrook Re** — Reinsurance arm enabling the company to participate in retaining risk on the business it writes.
- **Submission enrichment platform** — Proprietary tech stack that ingests broker submissions, extracts data, appends third-party information and prefills files so underwriters can quote up to 5x more business.

## Achievements

- Closed an oversubscribed $65M Series C in June 2025, bringing total funding to roughly $119M
- Grew from first policy in May 2023 to a $100M+ premium run rate
- Launched 5+ E&S product lines in under three years (GL, excess, professional, allied healthcare, A&E)
- Recognized as a Top MGA Company (2023)
- Enabled underwriters to quote up to 5x more business via its tech stack and Socotra partnership
- Kept management and employees as the largest shareholders through four funding rounds

## Latest updates

- **2025-06** — Closed an oversubscribed $65M Series C led by The Stephens Group; Ryan Morrow joined the board.
- **2024-09** — Raised $17M Series B led by Duquesne Family Office and appointed CFO Anthony Segal-Knowles.
- **2024-06** — Launched Architects & Engineers professional liability product with capacity partner Obsidian and practice leader Carolyn Pearce.
- **2024-03** — Closed $24M Series A led by American Family Ventures to fund new products and tech investment.

## Links

- Website: https://ledgebrook.com
- LinkedIn: https://www.linkedin.com/company/ledgebrook-insurance
- Twitter/X: https://twitter.com/ledgebrook_inc
- Facebook: https://facebook.com/LedgebrookInsurance/

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Profile page: https://yespress.io/ledgebrook
Published by YesPress — https://yespress.io
Last updated: 2026-07-19