Technologically Advanced Simon Agency employs a modern tech stack including Google Libraries, Microsoft 365, and jQuery, indicating a focus on digital innovation. This suggests opportunities to promote advanced insurance management solutions or custom digital tools that integrate seamlessly with their current infrastructure.

Expanding Partnership Base The recent partnership with Semsee, a leading small commercial quoting platform, highlights the agency's interest in expanding its market reach and enhancing product offerings. Sales teams can explore complementary insurtech collaborations and tailor solutions for their niche segments.

Market Positioning With an annual revenue between 25 million and 50 million and a sizable employee base, Simon Agency is a notable player in the wholesale insurance industry. Recognizing this, providers of innovative products and services targeting mid-sized agencies may find valuable sales opportunities.

Product Diversification The launch of the 2018 home collection and collaborations with luxury brands demonstrate the company's interest in diversification beyond traditional insurance, opening doors for cross-selling premium client engagement solutions or niche coverage packages.

Customer Focus and Efficiency As a 'high tech high touch' organization helping brokers close more business efficiently, there is a strong potential for sales of CRM, sales enablement, and automation tools designed to further support streamlined broker workflows and improve conversion rates.