Growth opportunities Established in Florida with a footprint extending to 22 states, Professional Insurance Advisors can target cross-state SMBs and families expanding operations, offering bundled insurance solutions and risk management services as they scale.

SMB mid-market Revenue in the 25-50 million range and a team size of 11-50 positions the firm as a strong partner for regional mid-market businesses seeking comprehensive coverage, competitive pricing, and personalized claims support.

Digital enablement Current tech stack includes WordPress, Shopify, Google Cloud, Docsign and collaboration tools, suggesting opportunities to upsell digital policy management, e-signing efficiencies, client portals, and automated renewals to improve retention.

Diversified client reach Experience educating clients about risk management and a broad geographic license base enable targeted outreach to industries with higher risk exposure or regulatory requirements, such as construction, healthcare, or manufacturing in multiple states.

Strengthen partnerships With a long-standing focus on trust and affordability since 1985, the agency can leverage thought leadership and risk advisory services to deepen relationships with existing clients and attract referrals from CPA firms, financial advisors, and local businesses seeking holistic coverage.