Market Position CBIZ Insurance Services, Inc. is a large, publicly owned P&C insurance broker with national reach (24 offices) and a broad enterprise platform, suggesting opportunities to partner on multi-state risk programs and leverages across CBIZ divisions for cross-sell.

Expansive Client Base Serving over 35,000 companies and individuals across the U.S. indicates a wide potential pool for additional risk management services, program insurance offerings, and higher education, healthcare, real estate, and nonprofit segments to expand penetration.

Strategic Spin-off The planned spin-off of the Benefits and Insurance Services segment into a standalone entity backed by New Mountain Capital presents a potential sales window for separate entities or legacy CBIZ units to pursue partnership or transition opportunities, as well as cross-sell with Grant Thornton Advisors.

Tech Enablement Utilizing a modern tech stack (AWS, Oracle Cloud, Tableau, SAS, Terraform, Ansible) indicates capability for data-driven risk analytics, digital client self-service, and scalable program management—opportunities to offer analytics, automation, and digital risk management solutions.

Awards and Growth Signals Recognition as a Healthiest Employer and recent revenue and EPS data show ongoing growth and market visibility, suggesting urgency for clients seeking stability and robust risk management partnerships, plus potential for co-marketing in health and employee benefits space.