Private Client Growth CIA recently expanded its private client practice with the addition of Amy D'Andrea, signaling a focus on high-net-worth and specialized risk management services that can be leveraged to cross-sell to existing affluent client portfolios and targeted private client prospects.

New Agency Launch The January 2024 launch of Twain Insurance Agency by former CIA brokers presents an opportunity to explore partnership or referral arrangements, potentially expanding CIA’s reach and capturing business from clients who prefer a dual-brand or legacy CIA relationship.

Geographic Footprint With offices across Tennessee, South Carolina, Maryland, and a Houston satellite, CIA has a multi-state footprint ripe for cross-sell into regional accounts and for winning mid-market opportunities seeking a scalable broker with national capacity.

Industry Concentrations Strong industry expertise in Environmental, Healthcare, Manufacturing, Real Estate, Transportation and related sectors creates openings to pursue mid-market RFPs and risk-management programs where specialized coverage and compliance know-how are valued.

Scale and Capacity Reported premium volume over several hundred million and a substantial employee base indicate robust capacity for large programs and complex risk management, enabling targeted outreach to larger prospects and renewal opportunities with bundled solutions.