Wellhouse | An Independent Insurance Company in Jacksonville, FL

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Strategic Insurance & Risk Management Solutions

A Legacy Through Partnership

Strategic Insurance & Risk Management Solutions

A Legacy Through Partnership

Commercial Insurance

Risk Management

Captives

Private Risk

The Wellhouse Way

Wellhouse is an independent insurance advisory that places and manages risk. A relationship with Wellhouse is a partnership designed to deliver the best insurance outcome over the long term. We provide thoughtful insurance design on the front end, ongoing risk management throughout the policy period, and zealous representation whenever an incident occurs.

Our Mission

Enabling organizations and individuals to take control of their insurance destiny with a clear playbook and attentive advisor to drive change.

Clients of Record

Rooted In The Community

Focused On Fellow Entrepreneurs

Wellhouse was (re)founded around a 100-year-old table and seal that became the basis for creating the chosen boutique for entrepreneurs to master risk transfer, mitigation, and retention through insurance and advisory. Our mission is to help businesses ensure their workers return home safely, properly indemnify the outside world to their actions, and drive profitability.

Built by an entrepreneurial family rooted in the community and founded in 2018, Wellhouse was decades in the making. Rick Stein and Richard Stein Jr saw the need for a Risk Management Advisory focused on fellow entrepreneurs. The founders borrowed from experience with an eye for the future to serve as an extension members’ teams. The company supplements Rick’s deep understanding of the insurance industry and Richard Jr’s unique view of risk with a team of industry veterans.

Wellhouse Leadership Team

Rick Stein

CEO, Founding Partner

Richard Stein

President, Founding Partner

Kerrie Kenna

Director of Carrier Relations

Jake Weisman

Private Risk Leader

Core Values

Integrity

Built to last and invested in the community

Grit

Focused on the outcome without the jargon

Advocacy

High touch service with intellectual capital

Experience

Decades in the making and committed to clients

Reduce The Total Cost of Risk.

Our team has a long-term, vested interest in our clients. Our goal is to enable growth through service, intellectual capital, and integrity.

Affliliations

Client Testimonials

What struck me is your interest in service beyond the transaction. That has staying power.
The team is knowledgable, responsive and innovative. As our companies grow and we start up new ones, the insurance issues that arise can be new, complex and require fast resolution - the Wellhouse team has handled every one successfully for us.
I’d be lost without you guys, you keep on top of everything I have to knock out to make sure the insurance process isn’t too painful.
We have been highly impressed with Wellhouse and they are putting together a dream team that is truly focused on the highest level of client service which is why we have become kindred spirits.
Since joining Wellhouse, I have had this peace that we are well protected and in very good hands. The team is incredibly responsive to our every need and has always worked proactively and has given us the sense that we are their only account. The Wellhouse team has also fought hard for us in times of need. Thank you for truly partnering with us.
It has been a great partnership with Wellhouse and we enjoy working with people who share our core values and understand the keys to a successful business relationship. We definitely appreciate the personal, prompt attention Wellhouse has always provided and look forward to a longstanding future.