Established Market Presence Duley/Bolwar/Pederson, now part of Assured Partners since May 2022, brings over 50 years of experience in employee benefits and healthcare consulting, serving clients across all 50 states. This extensive experience and broad geographic coverage position the firm as a trusted partner for organizations seeking comprehensive insurance solutions nationwide.

Growth Potential With a revenue range of 50 to 100 million dollars and a staff size of up to 50 employees, the company shows significant market activity. Its recent acquisition by Assured Partners indicates a strategic expansion, presenting opportunities to introduce innovative insurance products and health solutions tailored to complex client needs.

Technology Leverage Utilizing advanced tools like Microsoft Azure, Marketo, and Google Maps demonstrates a focus on digital engagement and operational efficiency. These technological integrations suggest openness to adopting new digital insurance and benefit management solutions, creating avenues for upselling modernized platforms.

Client Segmentation The firm’s specialization in multi-state, multi-site organizations with complex consulting requirements highlights a target market of large, distributed companies. These organizations could benefit from custom insurance packages, innovative employee benefit plans, and targeted risk management services.

Competitive Positioning Operating in a space with industry giants like USI and HUB International indicates a competitive landscape, but the company's specialized healthcare focus and flexible consulting approach allow for personalized service offerings. This positions the company to attract mid-sized to large clients seeking tailored insurance solutions.