Independent broker Roundtable Insurance operates as an independent commercial insurance broker serving multiple states, suggesting cross-sell opportunities across Georgia, Florida, Alabama, Mississippi, Louisiana, and Texas with a focus on tailored coverage options from multiple carriers.

Growth potential With a revenue range of 1M to 10M and a small employee base, there may be room to scale through enhanced marketing, expanded product lines, or targeted risk management services to attract mid-market clients in the Southeast.

Recent leadership Promotion of a Commercial Account Manager indicates active client relationship development; leverage this to position Roundtable as a partner for complex accounts needing ongoing advisory coverage and streamlined renewal processes.

Technology stack Utilizes a mix of standard web and analytics tools (Microsoft 365, jQuery, Validation plugins, etc.) which can be complemented with modern CRM, quoting automation, and data enrichment to improve prospecting efficiency and client onboarding.

Market positioning As a multi-state broker with competitive advantage from multiple carriers, identify industries with high insured asset values in the Southeast (construction, manufacturing, services) and offer bundled coverage, risk reviews, and rate benchmarking to win new business.