Expansion Momentum Active growth through acquisitions and strategic hires signals new capacity to serve multi state clients with integrated risk and benefits solutions. Leverage the FitzGibbons Agency and Sidle Insurance acquisitions to approach midmarket firms in Central New York and beyond with a unified offering for commercial risk, employee benefits, and personal risk management.

National Footprint Licensed in all states and territories, Marshall+Sterling presents a true national platform with the ability to service clients with consistent coverage and centralized account management. This enables selling to large national accounts that require cross state risk programs and uniform service levels.

Tech Stack Advantage A CRM driven approach using Salesforce along with modern web and security tooling enables faster quotes, better cross selling, and a client portal experience. Sales teams can leverage data and workflow automation to identify cross sell opportunities across commercial, employee benefits, and personal risk lines while delivering a smoother customer journey.

Financial Scale With a large revenue scale and a substantial employee base, Marshall+Sterling can support complex, multi line risk programs for large employers and wealth management clients. This positions the firm as a credible partner for enterprise clients seeking a single broker for both business risk and personal risk needs.

Talent and Rival Dynamics Recent talent movement from Risk Strategies and ongoing litigation highlight competitive dynamics but also underscore depth of expertise in employee benefits and risk solutions. This can be framed to prospects as a strength and continuity of leadership, while offering the opportunity to win clients seeking stability and a broad, well resourced partner.