Mid-market Growth Target CIS Florida as a mid-sized broker with substantial revenue and a focus on client and carrier relationships. Sizing opportunities in adjunct services such as technology-driven underwriting platforms, digital claims workflows, and carrier relationship management to scale their portfolio.

Digital Enablement Leverage their existing tech stack including Wix, WordPress, Shopify, Google Cloud and Sentry to offer integrated digital insurance solutions, portal modernization, and secure data analytics to improve client onboarding, policy administration, and carrier interactions.

Scale Partnerships Position to enhance carrier partnerships and access broader markets by offering white-labeled or co-branded technology and analytics services that align with CIS’s relationship-focused approach, potentially expanding cross-sell opportunities across multiple states.

Security & Compliance Propose security, monitoring, and compliance services given reliance on cloud and web platforms, with offerings for data governance, privacy, and incident response to protect client assets and strengthen trust with carriers.

Growth Enablement Capitalize on reported revenue scale and lean team by providing scalable SaaS, marketing automation, and CRM optimization to accelerate client acquisition, retention, and upsell to higher-value insureds through analytics-driven insights.