Agency Channel Growth Opportunity to deepen agency partnerships across New England and beyond by leveraging the firm’s established surplus lines expertise and local market knowledge. Position as a specialist distributor with strong carrier relationships and a high-touch service model to attract independent agents seeking reliable, full-service support.

Digital Marketing Optimization Current tech stack including HubSpot, Shopify and email tools provides a foundation for advanced marketing automation. Recommend optimizing CRM-driven lead generation, segmentation and account-based outreach to agencies, plus integrated analytics to track performance and ROI.

Underwriting Tech Enablement As an MGA and surplus lines broker, investing in underwriting and submission workflow automation can shorten cycle times and improve accuracy. Propose carrier API integrations, agent portals and digital submissions to enhance efficiency and expand capacity.

Carrier Product Expansion Maintain and grow the broad product portfolio and carrier list by targeting additional surplus lines carriers and expanding into adjacent states or lines. Use the firm’s reputation and multi-state coverage as a selling point for agents seeking diverse options.

Leadership Culture Promote the company’s family-oriented culture and high service standards as a differentiator to attract and retain top agencies and talent. Develop a formal partner program and training initiatives to scale service quality as the business grows.