Real estate focus Independent agency serving real estate professionals with specialized real estate insurance expertise, presenting a clear cross-sell opportunity to real estate agents, property managers, and mortgage lenders seeking bundled coverage.

Mid-market scale Annual premium over six figures with 11–50 employees indicates room to target growing small to mid-sized real estate portfolios and commercial liability needs, offering scalable coverage solutions and carrier relationships to match expansion plans.

Carrier network Access to 20+ direct carriers suggests potential for program optimization, multi-carrier quotes, and customized risk transfer strategies to improve coverage breadth and pricing for client segments such as landlords, developers, and contractors.

Tech footprint Utilizes a modern but diverse tech stack; opportunity to introduce digital quoting, streamlined renewals, and data-driven risk insights to accelerate sales cycles and improve client experience.

Growth signals Established since 2015 with a growing customer base and documented revenue, presenting a doorway for expansion into adjacent markets (commercial property, casualty, workers’ comp) and targeted up-sell during renewal cycles.