Niche risk services CORE Risk Services specializes in outsourced risk and claims management with a focus on risk management consulting, emergency planning, disaster recovery and business resiliency, presenting a targeted opportunity for risk and claims outsourcing deals rather than traditional brokerage services.

Small team, scalable With a lean team of 2-10 employees, CORE can benefit from scalable, project-based or retainer engagements that align with growth plans of mid-market clients seeking flexible risk management support without long-term headcount.

Non-insurance stance CORE explicitly states no ownership in insurers and does not sell insurance, differentiating from carrier-driven firms and positioning as an independent advisory partner for risk and claims optimization.

Tech-enabled delivery Leverage their tech stack (WordPress, Microsoft 365, KnowBe4, RSS/OG, jQuery) to offer streamlined communication, client portals, and security awareness training offerings as value-added services to prospects.

Mid-market fit Revenue is in the multi-million range with a small staff, suggesting a sweet spot for mid-market organizations seeking cost-effective outsourced risk and claims management, disaster recovery planning, and business continuity services.