Mid-market footprint Independent insurance broker serving the Chicagoland area with relations to 35 preferred carriers, signaling readiness to cross-sell across personal and commercial lines to a small business and local high-net-worth client base.

Small team, high flexibility 2-10 employees suggests a nimble operation, which may benefit from scalable broker services, back-office support, or technology enablement that can reduce overhead as client volume grows.

Revenue scope Reported revenue of 25M to 50M indicates established operations with potential for expanded partnerships in underwriting, risk management, and carrier negotiations to optimize commission streams.

Digital touchpoints Active use of web and analytics tools (Google Analytics, Google Maps) alongside social channels indicates opportunities to upsell digital marketing, martech integrations, or data-driven client acquisition and retention services.

Carrier diversification Representing 35 preferred carriers provides a broad baseline to propose innovative coverage solutions, bundled programs, or specialty lines tailored to local commercial clients, enabling targeted cross-sell campaigns.