Diverse Insurance Offerings Cohen-Miles Insurance Agency provides a comprehensive portfolio of both personal and commercial insurance products, creating opportunities to cross-sell and expand services within existing client accounts.

Strong Industry Partnerships As a member of Insurance Services of New England, LLC, the agency has access to nearly all carriers, enabling tailored policy solutions and opening avenues for collaborating with multiple insurers to meet specific client needs.

Local Market Presence With a long-standing history in Belmont and Needham, MA, the agency has established a local reputation, which can be leveraged to develop community-based marketing and targeted outreach initiatives to attract new clients.

Technology Utilization The agency’s adoption of cloud services and digital tools such as AWS, Google Tag Manager, and Microsoft 365 supports modern, efficient client engagement—offering prospects opportunities to enhance digital marketing and client communication strategies.

Revenue Potential With annual revenues estimated between $25 million and $50 million, Cohen-Miles Insurance shows significant growth capacity, indicating potential for upselling to existing clients and acquiring larger commercial accounts to increase market share.