PEO brokerage niche GarrettRichard operates as a Southeastern US focused Employee Leasing (PEO) brokerage, presenting a sales opportunity to expand PEO offerings and cross-sell to clients evaluating PEO vs traditional commercial insurance.

Two-sided value The firm services brokers with proposals, underwriting, applications and enrollment while also advising clients on their overall payroll and insurance strategy, enabling a cross-sell channel to both broker networks and end clients.

Licensed footprint All staff are licensed Insurance Agents in Florida, which suggests sales leverage for Florida-based broker partners and potential expansion into neighboring states with similar licensing needs.

Moderate scale growth Revenue in the $10M–$25M range indicates a growth-ready organization with room to scale through expanded broker partnerships and broader service offerings across PEO and standard insurance channels.

Tech and trust signals Technology stack includes WordPress and standard business tools, plus security and analytics elements; partner with GarrettRichard on modernized digital onboarding and data-driven underwriting to improve efficiency in proposals and enrollment.