Independent specialist Longstanding independent insurance agency with nearly 30 years of experience serving Southern California businesses, presenting a trustable partner for mid-market risk management and advisory services.

Comprehensive coverage Offers a full suite of business insurance including workers compensation, general and commercial liability, employee benefits, life, plus risk management, claims and loss control—great for cross-sell opportunities across risk management portfolios.

Tech-enabled Leverages Microsoft 365, Azure, Windows Server and web technologies to support operations; potential to enhance client portals, data analytics, and policy management to improve service efficiency and upsell premium services.

Growth potential Revenue in the 25 to 50 million range with a relatively lean employee base; expansion opportunities through targeted cross-sell to existing clients and upscaling mid-market risk advisory services.

Industry alignment Active professional affiliations with PIA Western Alliance and WIAA position the agency for networking-led business development, partnership opportunities, and access to group benefits programs.