Local market focus A Better Solution Insurance Services operates on the Treasure Coast in Florida with over 30 years of local presence, suggesting strong community ties and potential upsell opportunities to nearby businesses and residents seeking tailored regional coverage.

Diverse product suite Offers a broad range of personal and business-related insurance and financial products (health, life, disability, long-term care, retirement planning, key-man insurance, buy-sell, 401K/IRA), enabling cross-sell across existing and new clients.

Mid‑market revenue Current revenue is in the mid‑range for a localized agency ($25M–$50M), indicating capacity to expand through targeted campaigns to adjacent high‑value segments such as small to mid‑sized businesses and affluent individuals.

Tech leverage Uses GoDaddy as part of its tech stack, suggesting an opportunity to enhance digital presence with modern agency management systems, online quoting, and customer self-service to improve lead capture and conversion.

Competitive landscape Positioned alongside large national insurers and brokerages but locally focused, presenting a sales angle to highlight personalized service, regional expertise, and tailored plans that compete on customization and local knowledge.