SMB Focus Target a small to mid-sized agency profile with a lean team (2-10 employees) seeking scalable insurance brokerage solutions and cost-effective vendor partnerships.

Carrier Mix Leverage strong carrier relationships (American Modern, Chubb, MetLife, Progressive, Safeco, Markel, etc.) to upsell tech-backed risk management tools, training, and consultative services that complement multi-carrier placements.

Growth Signals With revenue in the mid-range of 25–50 million, pursue offerings that support agency growth, such as back-office automation, CRM enhancements, and digital marketing services to attract new business and improve retention.

Tech Stack Fit Position IT and security offerings aligned with their current stack (WordPress, MySQL, Google Workspace) and core hosting providers to address website security, data protection, and regulatory compliance needs.

Expansion Potential Explore scalable solutions for succession planning, onboarding processes, and customer experience improvements to prepare for talent growth or transition as the firm scales beyond a two-digit employee count.