Acquisition Opportunity Borelli Insurance Inc was acquired by Glenn Insurance Inc in 2017, indicating consolidation activity in the regional insurance broker space which may present cross-sell or integration opportunities with the parent entity and potential influencers in their network.

Growth Profile Revenue range of 10M-25M and a small team (2-10 employees) suggest a boutique operation with room for efficiency and digital modernization services, as well as scalable service offerings attractive to mid-market carriers and tech-enabled brokers.

Tech Footprint Utilizes cloud and web technologies (AWS, Microsoft Azure, HTTP/3, LiteSpeed) along with Google Maps and jQuery, signaling openness to modernization projects, data integration, and performance improvements for underwriting, CRM, and marketing automation.

Market Positioning As a regional broker with a modest employee base, Borelli may benefit from partnerships with carriers and insuretech vendors focused on independent agencies, as well as targeted marketing and claims solutions tailored for small teams.

Future Opportunities Sustainability and employee engagement are not highlighted; opportunities exist to propose ESG-aligned programs, training, or incentives, plus digital transformation services to enhance productivity, vendor management, and customer experience.