Acquisition Opportunity Anixter & Oser is being acquired by Inszone Insurance Services, indicating potential cross‑sell opportunities to the acquiring firm’s broader product suite and clients while also offering transition contact strategies to maintain retention.

Boutique Scale With 11-50 employees and a long‑standing family ownership, there is an opportunity to position value in personalized service, small business packages, and targeted local market solutions that can complement larger carriers in the region.

High Expertise A licensed staff of four service and seven sales professionals with over 200 years of collective experience presents a strong foundation for upselling advisory services, bundle discounts, and loyalty programs to existing clients.

Revenue Range Revenue documented at 50M–100M suggests a substantial commercial book of business; a growth strategy could include expanding commercial lines, cyber coverage, and value‑added risk management services to increase premium throughput.

Digital Presence Current tech stack and online footprint (Fastly, Google Analytics, Gravity Forms, Chatra) offer avenues for digital lead generation, improved client onboarding, and targeted retargeting campaigns to grow new business within its Bay Area and neighboring states.