Strategic Partnership PenEx is part of villaNova Insurance Partners and has a recent collaboration with the Real Estate Staging Association (RESA) to offer risk management programs and professional contracts. This presents an upsell opportunity to cross-sell legal and risk management services to RESA member firms and PenEx clients.

Niche Focus The company specializes in insurance for home stagers, designers, organizers, engineers and architects, with a history dating back to 1983. This deep industry focus enables tailored coverage packages and relationship-driven sales with architects and engineers who increasingly require specialized risk solutions.

Growth Momentum Since joining villaNova Insurance Partners in 2019, PenEx has expanded its service offering to include broader carrier relationships and risk management services, signaling potential for additional products such as legal risk consulting and targeted commercial policies.

Financial Scale With estimated annual revenue between 10 and 25 million, PenEx represents a mid-market insurance broker with room for expansion through strategic partnerships, cross-sell of advanced risk management tools, and expansion into related professional services for design and construction verticals.

Technology & Tracking Utilizes digital marketing and tracking tools such as DoubleClick Floodlight and Google Call Conversion Tracking, indicating potential for data-driven outreach, lead scoring, and personalized campaigns to target architects, engineers, and design professionals with tailored policy offerings.