Market reach Wholesale broker with access to more than 20 insurance companies across 25 states and both admitted and non-admitted markets, including Lloyd's of London, indicating strong diversification and opportunities to place niche programs.

Program leadership Full service wholesale operations and program management focus, capable of handling small main street risks as well as complex placements, presenting cross-sell opportunities to retail agents seeking turnkey solutions.

Recent change Asset sale to Britely Insurance in June 2022 signals potential strategic shift and integration opportunities for existing producers, which could open partnership windows or new distribution channels.

Financial scale Reported revenue in the range of $50 million to $100 million, indicating a sizable platform with potential for expanded carrier relationships and scalable programs.

Tech and marketing Technology stack includes iCIMS, WordPress, Shopify, Google Tag Manager, and analytics tools, suggesting opportunities to collaborate on digital onboarding, marketing automation, andProducer data partnerships.