CBIZ Synergy Leverage CBIZ's national resources and advisory capabilities now that CBIZ acquired Borden Perlman Insurance Agency, enabling bundled cross-sell opportunities for insurance, risk management, and financial services to existing BP clients.

Niche Focus Target the specialty lines BP already offers, including collegiate sports programs, rail industry, and high-net-worth individuals, by presenting tailored insurance and risk management programs to clients in these sectors, expanding capture in high-margin niches.

Regional Footprint Position BP as the mid Atlantic regional partner between New York and Philadelphia, pursuing mid market commercial and affluent personal lines across New Jersey, Pennsylvania, and New York with national CBIZ backing.

Mid Market Growth With a revenue range of 100-250 million and 51-200 employees, BP sits in the mid market sweet spot ideal for expansion via bundled P&C, risk management, and specialty coverages, plus potential to access CBIZ enterprise clients.

Digital Advantage The current tech stack supports digital engagement; use analytics and web insights to target and convert prospects, optimize client onboarding, and demonstrate risk-management value in proposals and renewals.