Strong Local Presence With over 50 years of servicing Long Island and New York State, Edwin J. O'Toole Insurance Agency has established a robust local reputation, providing opportunities to cross-sell region-specific insurance solutions and personalized services.

Family-Owned Advantage As a family-operated business, there is potential to tailor value-added offerings that emphasize personalized service, building loyalty and expanding long-term customer relationships within their community.

Digital Engagement Utilizing tools like Google Analytics and Microsoft 365, the agency demonstrates an emphasis on digital presence and data-driven strategies, opening avenues to introduce advanced marketing, customer engagement platforms, or analytics solutions.

Growth Potential Operating with a revenue range of 50 to 100 million dollars and a small team, there are opportunities to introduce scalable insurance technology solutions, automation, or premium risk management services to support growth and operational efficiency.

Insurance Market Access As an independent broker not tied to specific providers, the agency can benefit from implementing comprehensive insurance management or comparison platforms, providing them with an edge in offering diverse and competitive coverage options.