Integrated broker Weekes & Callaway operates under CBIZ as a leading property and casualty broker and benefits specialist, presenting a cross-sell opportunity to expand clients’ risk and benefits coverage through CBIZ’s broader service lines.

Florida focus With a long-standing presence in Florida since 1954, there is potential to deepen penetration in local SMBs and affluent private clients, leveraging regional expertise and community ties for targeted expansions.

Mid-market strength Revenue scale estimated at 50 to 100 million with a 1,001 to 5,000 employee base positions the firm for multi-year, cross-functional engagements across risk management, employee benefits, and advisory services typical of CBIZ’s portfolio.

Tech stack current technology stack includes WordPress, analytics, and standard web technologies suggesting opportunities to modernize digital client experiences, CRM integration, and data-driven upsell of CBIZ services.

Competitive landscape Operate alongside large professional services peers and regional firms; positioning as a mature, locally rooted insurer and benefits specialist creates entry points for strategic partnerships, co-selling with larger firms, and client referrals within CBIZ network.