Local SME Focus Established in Connecticut with a long-standing local presence and a diversified client base across small to mid-sized businesses, Evans Pires & Leonard presents a clear opportunity to upsell tailored business insurance programs to nearby auto service, construction, manufacturing, and retail clients.

Tailored Carrier Programs The agency emphasizes A-Rated carriers and customizable coverage options, suggesting a sales angle around expanded coverage, risk management services, and industry-specific endorsements for niche segments like Graphics & Printing, Technology Contractors, and Franchised Dealers.

Growth via Tech Enablement Current tech stack includes typical web and CMS tools; there is room to position digital engagement, online quotes, and data-driven risk analytics as value-adds to attract tech-adjacent businesses and improve conversion with streamlined digital experiences.

Revenue Size Gap With revenue in the $25M–$50M range and a lean employee base, there is potential to scale through strategic partnerships, cross-sell across multiple lines (commercial auto, general liability, property, workers’ comp), and targeted procurement of mid-market clients.

Strategic Partnerships The firm’s regional focus and service breadth align well with collaborations to win mid-market accounts currently served by larger brokers; outreach could target construction, manufacturing, and distribution firms seeking personalized service and competitive pricing.