Acquisition Opportunity Insuramax was acquired by Keystone Agency Partners in August 2024, creating an expanded platform with potential cross-sell opportunities to Keystone’s growing network and portfolio.

Client Base Growth Serving over 5,000 individuals and families and 1,000 businesses indicates a solid mid-market footprint with opportunities to upsell risk reduction services and total benefits programs to existing clients.

Risk Reduction Focus The Risk Reduction Approach and Total Benefits Approach positions Insuramax to offer value-added services that can be packaged into advisory contracts for larger commercial clients seeking long-term cost of risk reductions.

Technology Footprint Utilizes a broad tech stack (AWS, Azure, WordPress, Shopify, Office 365, KnowBe4, Gravity Forms) that can support scalable digital onboarding, client portals, and security training to attract more business clients seeking modern insureds.

Expansion Footprint Recent office expansion to Louisville and sustained growth since 1970 suggest readiness for further market penetration in the Midwest with targeted commercial lines and risk management offerings.