Acquisition by Relation Garrity Insurance was acquired by Relation Insurance Services in late year. This creates a pathway to collaborate with the acquirer on carrier access, cross-sell across personal and commercial lines, and align product and underwriting practices to ease client transitions.

Mid-market Focus The agency handles commercial and personal lines for a broad client base, indicating opportunities to sell SMB risk management, cyber coverage, and bundled P&C solutions.

Local Footprint Based in Cambridge with a service area across greater Boston and New England, the company is well positioned to target local SMBs and regional carriers with tailored property, casualty, and auto coverage.

Digital Readiness A tech stack that includes collaboration, analytics, and social channels suggests appetite for digital client acquisition and onboarding improvements, enabling potential cross-sell of cyber, tech E&O, and advisory services.

Trusted Legacy A long-standing independent agency with a mission to act as a trusted advisor fosters durable client relationships, providing a platform to upsell enhanced risk management programs and expanded lines to existing customers.