Acquisitions & Growth Recent acquisition by AssuredPartners suggests access to larger corporate insurance programs and potential cross-sell opportunities across a broader carrier network. Leverage this integration to offer enhanced capstone policies, multi-year renewals, and bundled risk management services.

Mid Market Focus Client base spans energy, technology, healthcare, construction, and retail, indicating a diversified portfolio with complex risk profiles. Target large/specialty accounts within these industries for tailored P&C programs, specialty coverages, andSurety/contractual risk solutions.

Small Firm Advantage Team size is small (2-10 employees) which may imply high-touch, personalized service. Propose concierge, fast-turnaround risk assessments, and digital self-service capabilities to compete with larger firms on responsiveness and client experience.

Legacy Expertise Over 50 years of combined P&C experience and deep carrier relationships present a strong value proposition for clients seeking stability, claims advocacy, and favorable underwriting terms. Market premium programs and risk management services emphasizing trust and long-term partnerships.

Digital & Analytics Readiness Existing tech stack includes WordPress, analytics tools, and modern web capabilities. Position data-driven upsells such as cyber liability, business interruption, and industry-specific risk analytics, plus digital certificates management and renewal automation to streamline client operations.