Acquisitions & Growth Rodman Insurance Agency is part of Brown & Brown since 2018, indicating access to a larger carrier and client network. Leverage this integration to position bundled insurance solutions, cross-sell additional lines, and expand into Brown & Brown’s enterprise opportunities.

Mid-market Focus With 11-50 employees and revenue in the 100M–250M range, target mid-market businesses that require scalable risk management, cyber liability, and employee benefits programs, aligning offerings to their growth and compliance needs.

Tech Enablement Existing tech stack includes Windows Server, Google Analytics, ASP.NET, and IIS. Prospect opportunities exist for modernizing legacy systems, data analytics for underwriting, digital onboarding, and improved customer experience through analytics-driven insights.

Competitive Landscape Industry peers range from regional players to national giants. Emphasize differentiated service, personalized underwriting, and local-market presence to compete with large brands on claims support, personalized risk assessment, and quick responsiveness.

Stability & Opportunity Revenue scale suggests healthy baseline with room to expand property and casualty, workers’ comp, and specialty lines. Propose scalable coverage options, risk management programs, and renewal optimization to drive customer retention and account expansion.