Multi-carrier Advantage Insure Pro works with over 100 insurance companies, enabling targeted cross-sell and up-sell opportunities across auto, home, life, health, business, workers' compensation, and group benefits to existing clients.

SMB Focused Growth With a mid-market sized team (11-50 employees) and a broad product suite, there is potential to expand within small to mid-sized businesses seeking comprehensive coverage, bundled policies, and competitive rates.

Utah Presence Based in Draper, Utah, leverage local market knowledge and community networks to win regional policyholder renewals and cross-border referrals to neighboring states with aligned risk profiles.

Revenue Momentum Reported annual revenue in the $25–50M range suggests healthy scale to support enterprise-grade service, differentiated advisory capabilities, and enhanced underwriting partnerships with carriers.

Diversified Offerings Broad product coverage from personal lines to group benefits positions Insure Pro to address evolving client needs (e.g., bundling, annual reviews, risk assessments) and to target employers for voluntary benefits programs.