Niche Industry Minority-owned insurance brokerage with long-standing experience and a focus on property, casualty, health, surety, and loss control, presenting a broad cross-sell opportunity to Fortune 500 partners and NY small/mid-sized businesses seeking trusted coverage providers.

SMB Growth Small to mid-sized business client base in New York with M/WBE certification, offering a pathway to expand relationships with enterprise accounts requiring diverse coverage and supplier diversity commitments.

Digital Footprint Active web and social presence with modern tech stack (WordPress, Duda, Shopify, AWS) and marketing tools (Yoast, Snowplow, UserWay) that can support lead generation, attribution, and customer experience improvements for sales outreach.

Established Reputation Over 60 years of field experience and recognition with awards, high client trust, and a proven track record with Fortune 500 and NY businesses, enabling value-based selling and references for risk management and loss control solutions.

Growth Readiness Revenue currently under $1M but with potential for expansion through cross-sell across property, casualty, health, surety, and loss control, plus the opportunity to scale via targeted industries and geographic expansion in the NY metro area.