Small Firm Profile A small to mid-sized insurance firm with 2-10 employees, suggesting a potentially underserved segment in need of scalable coverage, advisory services, and cost-effective technology solutions.

Legacy and Growth Longstanding agency heritage with a 2013 merger into City Securities Insurance indicates transition opportunities for succession planning, partner programs, and expanded product offerings to attract mid-market clients.

Tech Stack Current technology stack includes PHP and Apache, implying potential for modernizing core platforms, integration services, and security improvements that could be sold as modernization services.

Revenue Band Revenue between one and ten million positions the firm as a growth-focused client likely open to scalable insurance technology, risk management, and premium engineering solutions.

Strategic Fit Recent history of merger activity and a parent company (NFP) affiliation signals receptiveness to strategic partnerships, broker-enabled programs, and back-office outsourcing to improve efficiency.