Diverse Insurance Portfolio A Better Solution Insurance Services offers a comprehensive range of insurance products including health, life, dental, disability, vision, long-term care, and specialized policies like critical illness and retirement planning, indicating opportunities to cross-sell multiple products to existing clients seeking holistic coverage solutions.

Established Local Presence With over 30 years of experience serving the Treasure Coast area, the company has built strong local relationships and trust, making it well-positioned to attract clients looking for personalized, community-focused insurance services.

Mid-sized Market Niche Operating with a team of 11-50 employees and generating an estimated revenue of up to $100 million, the company occupies a niche between small agencies and large national firms, presenting opportunities to target local businesses and individuals seeking tailored insurance solutions.

Financial Stability Revenue ranging from $50 million to $100 million signals solid financial health, enabling the company to invest in marketing, technology, and expanded service offerings to attract new clients and grow market share.

Potential for Expansion Given its extensive product portfolio and regional focus, there are opportunities to expand digital marketing efforts, leverage technology for customer engagement, and develop new insurance products to meet emerging market needs.