Independent Carrier Access Beeyond Insurance is an independent agency with partnerships across multiple carriers, creating opportunities to upsell or cross-sell new lines such as Auto, Home, RV, Boat, Motorcycle, and commercial insurance to existing and prospective clients seeking better coverage and competitive pricing.

Small Team Advantage With a lean staff of 2-10 employees, there is potential to offer highly personalized, high-touch service to a niche market in Utah, while also presenting scalable digital onboarding and self-service options to attract more customers without a proportional increase in headcount.

Regional Expertise Founders’ deep experience in Utah and a track record in marketing across Latin America and the US can be leveraged to target local SMBs and expatriate communities, offering tailored coverage solutions and multilingual outreach to expand market share.

Digital & CRM Readiness Current tech stack includes WordPress, Shopify, iCIMS and analytics tools, suggesting opportunities to enhance lead capture, website conversion, and CRM workflows to increase inbound inquiries and optimize follow-up for high-value commercial prospects.

Growth Signals Revenue range indicates a scale-up phase with capital to invest in marketing, partnerships, and added lines such as SR-22 and commercial insurance; sales opportunities exist in expanding commercial book and cross-selling to current personal lines.