Acquisition Opportunity ISG was acquired by USI Insurance Services in 2018, indicating a potential pathway to align with larger broker networks for cross-sell and integrated service offerings.

Midmarket Focus With 11-50 employees and revenue in the 10M-25M range, ISG sits in the midmarket segment where tailored program design and insurer relationships can be expanded to scalable, long-term partnerships.

Expertise & Growth ISG emphasizes risk retention analysis and bespoke insurance programs, suggesting an opportunity to offer risk management, captive/alternative funding strategies, and advisory services to deepen client engagements.

Awards & Reputation Industry recognition such as the Chairman’s Award signals credibility; leverage this to position as a trusted advisory partner to insurers and employers seeking stability and performance in volatile markets.

Digital & Tech Stack Current tech stack includes WordPress and common web technologies; there is potential to enhance client experience through modern digital quoting, portal access, and data analytics to support program design and renewals.