Independent broker advantage Leverage their independent agency status and access to hundreds of markets to position you as a broker who can procure competitive coverage for California and Florida businesses, highlighting customization and market breadth as a value proposition.

Mid-market potential With an annual revenue range of 25-50 million and 11-50 employees, target mid-market commercial lines such as general liability, workers’ comp, and property insurance, offering bundled solutions to streamline procurement and notes on cost efficiency.

California Florida focus Capitalize on their geographic emphasis by offering region-specific coverages, regulatory insights, and carrier options tailored to CA and FL risks, including weather-related exposures and state-specific compliance.

Tech-enabled efficiency Highlight potential for modernizing with professional-grade email hosting and domain services by proposing integrated, scalable insurtech workflows and client portals to improve policy administration and communications.

Growth and partnerships Position as a growth partner to support scale for a growing agency; propose co-marketing or referral programs with complementary insurers, MGA relationships, or technology providers to expand product lines and cross-sell opportunities.