Acquired by Recently acquired by G&G Independent Insurance (May 2023), presenting a door to upsell cross-sell opportunities with a larger broker network and integration with an expanded product suite.

Small but diverse Compact team size (2-10 employees) signaling high potential for personalized service offerings, concierge coverage options, and scalable digital onboarding for efficient client expansion.

Mid-market visibility Revenue in the 1–10M range with partnerships across multiple top carriers suggests opportunity to introduce bundled policies, enhanced risk management services, and value-added programs to grow premium per client.

Tech stack Active online presence with WordPress, Cloudflare, Google Maps, and analytics tools indicates readiness for digital marketing outreach, lead generation, and streamlined client onboarding via a modern SaaS toolkit.

Diversified offerings Portfolio covers home, auto, life, commercial, renters, nightly rentals, boat, RV, and more, enabling cross-sell across lines and targeted campaigns for niche segments such as vacation rentals and small businesses.