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About Petra Risk Management

Not your average insurance agency.

Solid. Solutions.

At Petra, our risk management method is simple: we listen, get to know you, assess your risks and bring an analytical perspective to serving your best interests. We make insurance one less thing you have to worry about by working with you and not overcomplicating the process.


We are a service focused advisor offering tailored, innovative solutions to manage our clients’ risk.


To be the leading risk management provider by delivering excellent knowledge, services, and products


Serving our Customers, Coworkers and Community
Commited to Excellence
Delivering Value
Leading with Integrity
Providing Expertise

The Petra Difference


Trust that surpasses expectations.

At Petra, you are never just a number to us. We are dedicated to serving your best interests with a personalized partnership approach. Our team is constantly reevaluating your risks, and should you need to file a claim or talk through your policy in depth, we are always available to provide the unbiased consideration you deserve.


Blending tradition and creative thinking to equip you with problem-solving solutions.

The risk management world is constantly changing and it’s imperative to stay ahead of the curve. Petra is committed to continuing our education and certifications to provide a blend of traditional approaches, clear thinking and technology. Petra invests in innovative resources while maintaining the tried and true values that are integral to our team.


Decades of knowledge applied to minimize your liability risks.

Petra provides the advantage of working with insurance experts who have your best interests in mind. You’ll receive layered support from our president to our growing team of diverse employees with extraordinary specialties and proficiency.


Invested in your best interests.

Petra was founded with the purpose of providing risk management solutions to the clients we serve, and we strive to live out that commitment each day. This extends beyond policy meetings, and impacts our drive to build long-term, personalized client partnerships.

Petra RMS is a full-service risk management and insurance firm focused on advising individuals and businesses on how to protect what matters most to them. Our experienced team works directly with you as a trusted advocate to develop tailored insurance plans that best fit your needs.

Life brings unexpected risks. Petra is here to provide peace of mind and cover what matters most to you.

At Petra, you receive the professionalism, expertise and resources of a large insurance firm, but the presence and personalization of a small agency deeply rooted in the communities we serve. We pride ourselves on our innovative technological resources but remain true to building client relationships that go beyond annual policies.

To us, it’s more than just ensuring you’re covered. It’s knowing that no matter the risk, you have a trusted partner who is always available, ready to leverage their resources and carrier relationships for you. Petra understands the impact that loss can have on your family or business, and we promise that your risks are always properly managed.


The Petra Promise

PETRA, (Greek for rock) is the solid, unwavering support that helps you stay in front of risks.

Since the beginning of time, rocks have served as a trusted foundation, providing shelter and weathering storms. Our partnership ensures a solid ground to stand on during tough and favorable times, and for the one, hopefully rare instance that you may need us most.

We pledge that our risk management solutions bring peace of mind, covering what matters most to you. We invite you to partner with Petra today.

The Petra Path

The Petra Path is a proprietary risk management process that utilizes a variety of techniques to identify, measure, and reduce risk while protecting an organization’s assets and financial statements. Every decision about how to manage risk is examined in light of the impact on an organization’s bottom line.

Our process is founded in our core belief that we must fully understand your organization and the risks that face it before we can approach the market to negotiate the insurance transaction.


An Independent Agency

Insurance can be a complicated purchase that requires more than 15 minutes of your time. As an independent insurance agency we work for you, not the insurance company – giving you the power of choice.

We offer comprehensive insurance solutions in Alabama, Georgia, Tennessee and Florida, including Montgomery, Hoover, Mountain Brook, Vestavia Hills, Homewood, Birmingham, Mobile, Sylacauga and Tuskegee, AL Columbia and Nashville, TN and Woodstock, GA.