Brokerage Focus Family-owned insurance brokerage with 40+ years in the industry, serving brokers and clients across Life, LTC, DI, and Annuities. Opportunity to position as a reliable partner for broker-focused solutions and carrier relationships.

Small Team, Broad Reach 2-10 employees but revenue around 25-50M, indicating strong broker networks and scalable operations. Potential to upsell technology, back-office support, CRM enhancements, and digital marketing tools tailored for small teams.

Loyalty to Brokers Brand emphasizes loyalty to brokers and clients, not carriers. Prospect for vendor-neutral platforms, compliance tools, and value-added services that strengthen broker retention and independence.

Tech Stack Fit Existing use of WordPress ecosystem, Azure services, Office 365, and modern tooling suggests openness to affordable, cloud-based CRM, marketing automation, and secure collaboration solutions to improve service delivery.

Growth Potential Revenue visibility positions as mid-sized in insurance services; potential to expand offerings such as digital client engagement, underwriting support, or though-partner programs with carriers to scale profitability.