Growth through acquisitions Brashears & Newendorp has expanded its capabilities by acquiring multiple agencies in 2023, including Ocean Marine Insurance Agency and Kudlich Insurance Services LLC, andInsurance Providers Inc, signaling a strategic push to broaden industry expertise and cross-sell opportunities across aviation, marine, and general risk management.

Aviation Insurance Focus Recent acquisitions have strengthened the firm’s aviation insurance expertise, creating a targeted entry point for cross-selling specialized aviation risk products to existing business and high-net-worth clients with aviation interests.

Mid-market Revenue With reported annual revenue in the 25 to 50 million range and a lean staff size typical of mid-market agencies, there is potential to introduce scalable digital underwriting, analytics, and group benefits solutions to consolidate policies and improve margins.

Technology Enablement Current tech stack includes WordPress, Adobe Experience Cloud, Shopify, Squarespace, Microsoft 365, Google Cloud, Intercom, and WP Engine, indicating a modern digital footprint suitable for enhancing digital marketing, customer self-service, and data-driven upsell campaigns.

Cross-sell Potential The agency offers comprehensive business, home, employment, building, and auto insurance, presenting opportunities to cross-sell bundled risk management solutions to small- to mid-sized businesses and affluent personal lines clients across expanded geographic or industry segments.