Independent broker strengths Leverage Shorepoint’s status as an independent broker with exclusive programs to position tailored risk management solutions for mid-market clients seeking customized coverage and consulting services.

Global and local reach Highlight their capability to serve businesses and individuals worldwide from California offices, enabling cross-border risk transfer and multinational program opportunities for growing firms with international exposure.

Mid-market revenue With revenue in the 25 to 50 million range and a lean team, target expanding mid-sized organizations that may benefit from scalable, cost-efficient insurance programs and specialized industry offerings.

Industry specialty programs Capitalize on exclusive insurance programs and specialty offerings to address niche risks, positioning Shorepoint as a trusted advisor for professional services and varied industry clients needing unique coverage solutions.

Digital trust factors Leverage their tech stack and web presence, including WordPress and security features, to present a modern, compliant, and trustworthy value proposition for digital and remote-first risk management solutions.