Sector Focus Legacy Risk & Insurance Services serves middle-market clients across construction and development, food and beverage, life sciences and technology, manufacturing, real estate and property management, service, solar and renewable energy, and wholesale and retailers, enabling targeted risk programs and cross-sell opportunities within each vertical.

Regional Focus Based in Walnut Creek, CA and focused on the western United States, they offer opportunities to expand CA and neighboring markets with multi-state programs, leveraging regional carrier relationships and knowledge of local regulatory landscapes to win mid-market P&C and risk-management engagements.

Tech Driven Risk Their tech stack, including Drupal, Acquia Cloud Platform, PHP, and Microsoft tools, signals strong digital capabilities and data management, creating openings to position cyber liability, privacy compliance, technology E&O, and business continuity services for clients relying on digital platforms.

Renewable Opportunity Specialization in solar and renewable energy provides a pathway to target developers, installers, and related businesses with construction wrap-ups, contractor's E&O, property coverages, and environmental risk programs as the renewables market expands.

Alera Advantage As an Alera Group company, Legacy Risk & Insurance Services can access national programs, expanded carrier panels, and scalable risk-management resources, enabling cross-sell opportunities across the Alera network and faster deployment of integrated cyber, compliance, and risk-services to mid-market clients.