Cooperative Scale SecureRisk is a cooperative venture owned by 100+ exclusive independent insurance agencies across four states, collectively writing over 2 billion in premiums for 200,000 clients. This presents opportunities to cross-sell and package solutions through a well-established broker network that prioritizes agency relationships over captive models.

Multi-State Presence With operations spanning Georgia, Alabama, Tennessee, and Mississippi, there is potential to expand to adjacent markets or leverage cross-border carrier access and regional programs to offering more competitive products and pricing to agencies and their clients.

Agency-Centric Model The independents-owned structure emphasizes client-centric service and diversified carrier access, creating a sales path for analytics, risk assessment tools, and technology solutions that enhance broker productivity without being tied to a single insurer.

Digital & Tech Fit Current tech stack includes WordPress, Microsoft 365, and common insurance tech tools; there is room to introduce modern sales enablement, CRM integrations, marketing automation, and data analytics to support agency partners and streamline client proposals.

Growth & Visibility Revenue in the 50M to 100M range amid a competitive brokerage landscape signals a need for scalable solutions, partner programs, and value-added services that help SecureRisk differentiate from large national brokers and attract new agencies and clients.