Acquired by Note that Combined Underwriters of Miami was acquired by Risk Strategies in May 2023, indicating an integration phase and potential cross-sell opportunities with Risk Strategies’ national network and product lines.

Growth potential Revenue range indicates a mid-market agency with growth room; target upsell and cross-sell of larger commercial lines, employee benefits, and personalized risk management services to existing clients.

Technology stack Utilizes cloud and security enabled tools (AWS, Office 365, Adobe Experience Cloud, Mimecast) plus engagement platforms (KnowBe4, Smartsheet); leverage these to propose scalable digital underwriting, client portals, and security-focused insurance programs.

Market focus Serving South Florida including commercial, governmental, institutional, and HOA/condo sectors; opportunities to expand in high-growth regional markets with tailored property, casualty, and benefits solutions.

Staff and reach Employee count suggests a mid-sized independent agency with proximity to local clients; capitalize on relationship-driven sales by offering localized service models, risk assessments, and expanded benefit programs to retain and grow portfolio.