High risk focus Target high risk industries such as Maritime and Construction, plus professional services, restaurants, fitness studios, and family entertainment centers. These segments may require specialized surety and risk management solutions, presenting cross-sell opportunities from property, casualty, and employee benefits to tailored risk financing.

Exclusive endorsements Leverage JBL Trinity’s status as the Exclusive Roller Skating Association Endorsed Insurance Provider to approach roller skating rinks and amusement centers nationwide. Position bundled packages that address both general liability and industry-specific coverage needs.

Growth potential With revenue in the mid-range and a focus on diverse small-to-mid sized clients, there is opportunity to expand through scalable BOPs, E&O, workers' compensation, and life/health offerings, supported by a flexible risk management and claims handling framework.

Tech-enabled reach Utilize existing technology stack (HubSpot, WordPress, Shopify, Google Cloud) to enhance lead generation, onboarding, and policy servicing. Consider adding client self-service portals and automated renewals to improve retention and increase cross-sell efficiency.

Strategic partnerships Explore collaborations with brokers and insurers targeting high-risk industries and small businesses, including professional services and family entertainment sectors. Joint marketing and co-branded solutions could accelerate market penetration and revenue growth.