Specialized Insurance Focus Legacy Insurance Associates operates in niche markets such as Condominium Insurance and Commercial Property and Casualty Insurance, presenting opportunities to cross-sell specialized risk management solutions to clients in the Florida real estate and business sectors.

Local Market Expertise With over 15 years of experience serving the Boca Raton area and throughout Florida, the company has strong regional presence, which can be leveraged to offer tailored insurance programs aligned with local market risks like windstorm and flood coverage.

Growing Revenue Stream Generating between $25 million and $50 million in revenue, Legacy Insurance is a mid-sized firm with potential for expansion through targeted marketing toward small and medium-sized businesses seeking comprehensive risk solutions.

Technological Engagement Utilizing platforms such as HubSpot and active social media channels, the company demonstrates readiness for digital marketing campaigns aimed at acquiring new clients and expanding existing accounts.

Key Decision Makers Led by President Brandon Levy, CPIA, the company’s personalized service model provides an opportunity to establish direct relationships with decision-makers, facilitating upselling and customized policy solutions for clients based on individual risk profiles.