The company provides a wide range of unique and effective marketing activities, exclusively serving insurance agencies. Activities performed include, newsletter publishing, referral marketing strategies, marketing funnels, social media management, video production and distribution, local search engine optimization, display ad targeting, website development, branding, and more.

Key Aspects

Adjusted EBITDA grew at a compound annual growth rate of 31.5% from 2019 to the trailing-twelve-months ending June 30, 2022
Average gross profit margin of 43.4% from 2019 to 2021
Proprietary applications built to deliver marketing activities at a low cost
Highly regarded within the insurance industry with a reputation for high quality services and delivery
Monthly subscription based recurring revenue model
Detailed project management system for recurring tasks
Search Engine Optimized (SEO) website

Opportunities

Capitalize on the company’s new platform to make marketing activities more efficient for clients, and attract new clients with the do-it-yourself and hybrid model
Leverage the company’s success in its niche market and grow within; the company has a small share of the potential market
Expand service offerings to different industries such as legal, real estate, financial, etc.
Capitalize on the worldwide growth of companies needing to expand their digital visibility to stay competitive

Headquartered

Southeast US

Current Markets

The company serves insurance agencies across the United States.

Real Estate

The company operates from an office space leased from an unrelated third party. There is room to grow in the current location.

Shareholder Objectives

The company is equally owned by two shareholders. Both owners are proud of the company and team they have built and are excited for the growth opportunities in the industry. Both owners are willing to remain with the company under new ownership.

Benchmark International

Benchmarks Exclusive Opportunities

Full-service InsurTech Marketing Firm – BN000031734

Full-service InsurTech Marketing Firm – BN000031734

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