Independent SME Focus DJM Advisory Group, LLC is a small to mid-sized business-centric independent insurance agency led by an experienced founder, presenting a clear opportunity to cross-sell and upsell multiple insurance lines to a close-knit client base and expand through referral channels.

High Revenue Potential With reported revenue in the 25 to 50 million range, there is substantial budget volume and purchasing power that can be tapped for comprehensive risk management programs, especially for small to medium enterprises seeking enterprise-level coverage.

Legacy Leadership Founder and president Donald Quirke brings decades of industry recognition and carrier access, indicating credibility with mid-market clients and insurers alike, which can be leveraged to win larger accounts or exclusive partnerships.

Carrier Access Advantage As an independent agency with access to a broad slate of competitive insurers, there is an opportunity to bundle or customize programs, optimize pricing, and present differentiated solutions to potential clients in need of tailored coverage.

Tech and Marketing Leverage Existing tech stack signals potential for modern outreach, data-driven targeting, and digital engagement to acquire new SME clients; sales can be accelerated by integrating marketing automation and targeted fit-for-industry campaigns.