Strong Market Presence With over 30 years of experience and a dedicated team of 51-200 employees, Plan Insurance Brokers has established a solid reputation in the insurance industry, presenting opportunities to upsell comprehensive commercial insurance packages and expand cross-sell services.

Recent Strategic Partnerships The company's recent partnership with Caspian Assurance to offer life insurance products indicates openness to collaboration and product diversification, providing avenues for developing integrated insurance solutions tailored to client needs.

Industry Recognition Winning awards such as the British Insurance Awards for best SME employer highlights the company’s strong employer brand, which can be leveraged to promote employee benefits services or premium business insurance packages to similar SME clients.

Technology Stack Usage Utilizing tools like WordPress, Hotjar, and WP Engine demonstrates a commitment to online presence and user experience, creating opportunities to implement targeted digital marketing campaigns and lead generation initiatives for increased lead capture.

Growth Potential Revenues ranging from ten to twenty-five million dollars combined with recent rebranding efforts suggest significant growth potential, making the company a promising target for expanding high-value commercial insurance and corporate risk management solutions.