What is Upstate Special Risk Services, Inc.'s NAICS code?

Upstate Special Risk Services, Inc.'s NAICS code is 524 (Insurance Carriers and Related Activities).

Insights

Niche Expertise Upstate specializes in fixed products and complex case design, making it a strong partner for broker-dealers and registered representatives needing specialized underwriting support.

Acquisition Momentum Ownership transition in 2020 to Liz Casper signals potential strategic pivots, expanded leadership focus, and opportunities to introduce new services or integrations to existing clients.

Compliance & Support Strong value proposition in support services for compliance and case design could be packaged into expanded advisory or managed services offerings for broker-dealers seeking efficiency gains.

Digital Ecosystem Tech stack including WordPress, Shopify, and Cloudflare indicates readiness for digital marketing, client self-service portals, and e-commerce capabilities to upsell or cross-sell to tied distributors.

Growth Readiness Revenue in the mid range with a lean headcount suggests partnership opportunities for scalable distributions, advisory services, and white-label broker services to larger agencies seeking capacity.

Upstate Special Risk Services, Inc. Tech Stack

Upstate Special Risk Services, Inc. uses 8 technology products and services including Gravatar, WordPress, Shopify, and more. Explore Upstate Special Risk Services, Inc.'s tech stack below.

Gravatar

Audio, Video, Graphics

WordPress

Content Management System

Shopify

E-commerce

Microsoft 365

Constant Contact

Marketing Automation

Cloudflare Bot Management

Security

Bootstrap

UI Frameworks

jQuery Validation Plugin

Web Tools And Plugins

Upstate Special Risk Services, Inc. Email Formats	Example	Percentage
FLast@e-upstate.net	JDoe@e-upstate.net	80%
Last.F@e-upstate.net	Doe.J@e-upstate.net	20%

Upstate Special Risk Services, Inc. Email Formats

Example

Percentage

FLast@e-upstate.net

JDoe@e-upstate.net

80%

Last.F@e-upstate.net

Doe.J@e-upstate.net

20%

Frequently Asked Questions

What is Upstate Special Risk Services, Inc.'s phone number?

You can contact Upstate Special Risk Services, Inc.'s main corporate office by phone at

+1-585-273-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Upstate Special Risk Services, Inc.'s official website and social media links?

Upstate Special Risk Services, Inc.'s official website is e-upstate.net and has social profiles on LinkedIn.

How much revenue does Upstate Special Risk Services, Inc. generate?

As of September 2026, Upstate Special Risk Services, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Upstate Special Risk Services, Inc.'s SIC code and NAICS code?

Upstate Special Risk Services, Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Upstate Special Risk Services, Inc. have currently?

As of September 2026, Upstate Special Risk Services, Inc. has approximately 4 employees across 1 continents, including North America. Key team members include President Chief Executive Officer: A. K., Manager: M. S. and Business Analyst: S. K. Explore Upstate Special Risk Services, Inc.'s employee directory with LeadIQ.

What industry does Upstate Special Risk Services, Inc. belong to?

Upstate Special Risk Services, Inc. operates in the Insurance industry.

What technology does Upstate Special Risk Services, Inc. use?

Upstate Special Risk Services, Inc.'s tech stack includes Gravatar, WordPress, Shopify, Microsoft 365, Constant Contact, Cloudflare Bot Management, Bootstrap and jQuery Validation Plugin.

What is Upstate Special Risk Services, Inc.'s email format?

Upstate Special Risk Services, Inc.'s email format typically follows the pattern of FLast@e-upstate.net. Find more Upstate Special Risk Services, Inc. email formats with LeadIQ.

When was Upstate Special Risk Services, Inc. founded?

Upstate Special Risk Services, Inc. was founded in 1974.

Upstate Special Risk Services, Inc.

Q: What technology does Upstate Special Risk Services, Inc. use?

Upstate Special Risk Services, Inc.'s tech stack includes reCAPTCHA, OWL Carousel, DNN, Open Graph, Cloudflare Bot Management.

InsuranceNew York, United States2-10 Employees

Upstate Special Risk Services, Inc. is a national insurance brokerage that concentrates on fixed products, with a track record dating back to 1974. Based in Rochester, New York, the firm supports registered representatives and their compliance teams by applying specialized knowledge to the design and underwriting of fixed products. Its client roster includes LifeMark Securities Corp. and reps from numerous broker-dealers, and it is described as a preferred provider for these registered reps. The company also provides ongoing business support to both registered representatives and independent producers through a team of seasoned professionals and underwriters focused on complex case design and underwriting needs. In 2020, ownership changed hands when Liz Casper assumed the role of owner and President, succeeding long-time owner Andy Kalinowski.

Insights

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