Insurance focus Target insurer clients and brokers as primary prospects given Stern & Montana LLP’s stated focus on providing legal and advisory services to insurers, highlighting opportunities for proactive risk management, claims litigation support, and regulatory counseling.

Mid-market footprint With 11-50 employees and revenue in the 1M–10M range, pursue mid-market commercial clients who require cost-effective, personal service and scalable legal solutions that compete with larger firms on value and relationship.

US-wide reach Leverage the firm’s capability to serve clients throughout New York and the United States to target regional and national clients seeking consistent legal support across jurisdictions, including multi-state coverage and coordination.

Tech partnerships Promote adoption of efficient, cloud-based workflows and client portals that align with the firm’s Cloudflare infrastructure to improve security, responsiveness, and transparency for clients handling sensitive claims and litigation data.

Value-based services Highlight cost-effective, relationship-driven services and competitive pricing as differentiators to win engagements from large national firms, especially for insurers and commercial clients seeking personal attention without sacrificing quality.