Organizations operating in the commercial insurance / property & casualty (P&C) space that require premium audit and loss control services—primarily insurance carriers and underwriting / audit departments within insurers that manage commercial policies.
commercial insurance carriers and risk management service providers
NEIS provides end-to-end premium audit and loss control services and data/security systems tailored for commercial insurance carriers to deliver accurate premium calculations, compliance and risk reporting, and improved loss control insights—helping insurers reduce audit errors, manage risk exposure, and maintain long-term client relationships.
underwriting and audit leaders and loss control / risk management teams
medium
52
The primary industry is Insurance, which represents partial/adjacent alignment depending on the target ICP, scoring in the mid-range for industry fit. The size of 11-50 employees spans both below and above the 20-employee threshold; conservatively, the lower bound may fall under 20, but the range does include 20+ employees, warranting a moderate size score. The description for NEIS, INC. provides only a physical address in Cheshire, Connecticut, with no additional signals regarding use cases, tech stack, compliance needs, or growth stage, resulting in minimal description fit points. Overall, the Insurance industry and partially qualifying size offer some promise, but the lack of descriptive ICP signals limits confidence.
ICP is The Council’s Ideal Customer Profile (ICP): leading commercial insurance and employee benefits intermediary firms (retail and specialty brokers, TPAs, wholesale brokers and rapidly scaling, tech-enabled agencies) — primarily mid-to-large brokerages that place commercial property/casualty and employee benefits business and seek advocacy, market intelligence, operational benchmarking, talent development, and high-level peer networks.
commercial property/casualty insurance brokers and employee benefits brokers
The Council provides member brokerages with advocacy (Capitol Hill representation), proprietary market intelligence and benchmarking surveys, executive-level peer networks and leadership forums, operational working groups, and professional-development programs that together help brokers grow revenue, navigate regulation, improve operations, and strengthen client service.
C-suite executives (CEOs/Presidents/COOs/CFOs) and practice leaders (Claims & Risk Managers and Employee Benefits leaders)
high
72
The primary industry of Insurance aligns strongly with target markets, earning high marks for industry alignment. The size range of 11-50 employees spans both below and above the 20-employee threshold; treating the upper portion as ≥20 yields a moderate-to-acceptable size score, though the lower bound introduces some conservatism. The description identifies The Council of Insurance Agents & Brokers as a premier trade association representing top commercial insurance and employee benefits intermediaries who place 85% of U.S. commercial property/casualty premiums and administer billions in benefits accounts — signaling significant industry influence, compliance relevance, and budget capacity, though its association/membership-body nature rather than a direct commercial insurer or broker slightly tempers the ICP signal strength.
ICP is small-to-midsize businesses (and local families) in Las Vegas/Nevada â particularly business owners in hospitality, retail/e-commerce, transportation/fleets, construction/contracting, and technology/service providers (MSPs, hosting companies, web developers) â who need tailored commercial insurance (cyber, E&O, commercial auto, business interruption, workersâ comp) from an independent broker.
hospitality/restaurants and retail/e-commerce
An independent, local insurance agency that shops the marketplace to deliver tailored, competitively priced commercial insurance and one-on-one advisory support to protect small and midsize businesses from operational, cyber, and liability risks.
business owners and IT/technology service providers
high
62
The primary industry of Insurance shows partial alignment with typical target markets, as insurance firms can be relevant customers depending on the ICP, warranting a mid-range industry score. The size of 11-50 employees spans both below and above the 20-employee threshold; treating this conservatively, the lower bound (11) falls under the preferred 20+ range, though the upper bound suggests potential — a moderate size score is applied. The description highlights an independent agency model established in 1989 in Las Vegas, emphasizing agent professionalism and policyholder choice, which signals a traditional, service-driven operation with limited indicators of tech adoption, compliance complexity, or growth-stage dynamics that would strongly match a typical ICP.
Property & casualty (P&C) insurance carriers and insurance agencies (regional and national) that require high-quality, standardized property inspection and loss-control reporting to support underwriting, portfolio risk management, and claims/loss-control workflows. These organizations typically have a national or multi-state book of business and seek to scale inspections or address specific risk classes like wildfire-prone properties.
property & casualty insurance carriers and insurance agencies
National Insurance Inspection Services (NIIS) delivers high-quality, standardized property inspection and loss-control data nationwide through a mix of traditional field inspections, technology-enabled data collection, and a self-inspection app—helping insurers and agents speed underwriting decisions, better manage property risk, and reduce inspection program costs.
underwriting teams/underwriters and loss control / risk control teams
high
62
The primary industry is Insurance, which provides meaningful alignment with target markets focused on financial services and risk-related sectors, earning a solid but not top-tier industry score. The size of 11-50 employees spans both below and above the 20-employee threshold; applying conservative parsing, the lower bound of the range falls under 20, moderating the size score, though the upper bound suggests potential for 20+ employees. The description highlights a specialized B2B service provider with "over 40 years in the loss control inspection industry," serving "property and casualty insurance companies and agents" with underwriting and loss control support — these are relevant ICP signals around compliance, operational efficiency, and niche industry expertise, though the company appears to be a services vendor rather than a technology-driven or growth-stage buyer, limiting description fit signals.
ICP is independent Medicare-focused insurance agents and small agency owners/team leaders (licensed insurance agents and brokers who sell Medicare Advantage, Medicare Supplement, Part D, and individual & small-group health plans), primarily operating in California (with activity in Arizona and Texas) who want to outsource compliance/admin and scale distribution.
Medicare-related health plans and Individual & small-group health insurance providers
JAR provides independent agents with end-to-end administrative, compliance, marketing, training, and upline support—plus weekly pay of 100% commissions—so agents can focus on selling and growing their business.
Independent insurance agents and Agency owners & team leaders
high
62
The primary industry is Insurance, which carries partial-to-strong alignment depending on the ICP, as insurance agencies can be relevant targets for compliance, benefits, or operational solutions (partial alignment, ~22/40). The size of 11-50 employees spans below and above the 20-employee threshold; conservatively treating this as straddling the preferred range yields a moderate size score (~18/35). The description identifies JAR as an independent insurance agency focused on health insurance for individuals and small groups in California and Texas, with an emphasis on agent-driven education and service — these signals suggest a small, service-oriented operation with limited indicators of tech adoption, complex decision-making structures, or enterprise-level budgets, yielding partial description fit (~10/25). Overall, JAR Insurance Services is a plausible but not strongly aligned prospect.
ICP is mid-to-large insurance companies (property/casualty carriers and reinsurers), trade/industry organizations and associations, and public-sector policymakers/regulators that need authoritative, data-driven research, objective public education, and communications to shape public understanding and support policy and business decisions.
insurers and reinsurers, policymakers and media
Triple-I provides objective, data-driven research, analysis, and communications as an independent, credible source to educate consumers, support industry decision-making, and inform policymakers and media—delivering credibility and actionable insights without lobbying or selling insurance.
insurance professionals and policyholders/consumers
high
62
The primary industry is Insurance, which aligns with target markets in the insurance vertical, earning strong industry alignment points. However, Triple-I is described as a non-profit trade association and information/research organization ("trusted voice of risk and insurance," "primary source of information, analysis, and referral"), rather than a commercial insurer, carrier, or insurtech — which slightly tempers the alignment. The size of 11-50 employees spans below and above the 20-employee threshold; applying conservative parsing, the lower portion of this range may fall under 20, moderately reducing the size score. The description highlights data-driven insights, media engagement, and policy influence, which offer partial ICP signals, but the organization's educational and advocacy-focused mission lacks strong commercial or operational pain points typically associated with a target buyer profile.
American National Casualty / ANPAC’s ICP is small-to-medium sized businesses (usually owner-operated or locally managed enterprises) and commercial accounts that purchase property & casualty insurance through independent agents/brokers; typical revenue and employee bands include micro-businesses (0–10 employees) up through mid-market (50+ employees), across varied verticals that need tailored commercial policies and risk-management support.
green industries (lawn care/landscapers/nurseries), specialty contractors (masons, carpenters, plumbers, electricians, HVAC), professional offices (doctors, dentists, lawyers, accountants, engineers, architects), restaurants/food service, retailers, and other service operations.
ANPAC/American National Casualty delivers tailored, agent-supported commercial property & casualty insurance and risk-management solutions for small and mid-sized businesses across a broad set of industries — providing comprehensive coverage, personalized service from local agents, and stable carrier backing.
business owners, owner-operators, small business managers, independent insurance agents, brokers, risk managers, and CFOs.
ICP is Homeowner associations (HOAs) and master-planned community associations — typically community associations and their property-management partners (including large master communities and condominium/PUD associations), primarily in California but with national capability; association sizes range up to the largest master communities (LaBarre/Oksnee states they currently service more than 3,000 HOAs).
homeowner associations and master planned communities and property management companies and community association management
LaBarre/Oksnee offers specialized, association-focused insurance packages and risk-management expertise — leveraging exclusive carrier appointments and tailored coverage (D&O, fidelity bonds, property, earthquake/flood, umbrella, events coverage) to reduce placements hassle, provide competitive pricing, and deliver claims coordination and loss-control services specifically for HOAs and master communities.
Board members / Association Boards and Committees and Property managers / Community association managers (management companies)
high
62
The primary industry of Insurance offers partial-to-strong alignment depending on the ICP, earning a solid mid-range industry score, as insurance agencies can be relevant targets for compliance, risk, or operational solutions. The size of 11-50 employees spans the 20+ threshold, so the upper portion of this range qualifies as preferred, but the lower bound introduces some conservatism, yielding a moderate size score. The description highlights a niche specialty agency focused on HOA and condominium association insurance, established since the 1980s with experienced producers and CSRs, suggesting a traditional, service-oriented operation with limited signals of tech adoption, growth-stage investment, or complex operational pain points that would strongly indicate ICP alignment.
ICP is small-to-midsize, locally owned Massachusetts businesses (especially trades and light manufacturing/transportation/food & beverage/healthcare-related operators) plus local individuals and families seeking personal lines â i.e., business owners and homeowners in Mansfield, Dedham, Bridgewater, Attleboro and surrounding towns who need industry-specific, locally delivered insurance and risk-control support.
construction companies and landscapers; breweries and light manufacturers; transportation and waste-hauling; post-acute care and municipal & condo associations; cannabis and specialty commercial niches
C&S Insurance is a family-owned independent agency (since 1959) that delivers local, industry-specialized insurance programs and loss-control support by leveraging multiple carrier relationships â giving small-to-midsize MA businesses and local residents tailored coverage, expert regulatory knowledge, and ongoing claims service to protect operations and reduce risk.
small business owners and operators; property managers and condominium board members
high
74
The primary industry of Insurance aligns well with target markets that involve risk management, compliance, and financial services, earning strong industry alignment points. The size range of 11-50 employees, with the description confirming "40+ team members," places C&S comfortably above the 20-employee threshold, supporting a solid size suitability score. The description highlights meaningful ICP signals: a multi-line agency (personal and commercial lines), specialized niche verticals (construction, roofing, waste hauling), four office locations indicating operational scale, and a 60-year track record suggesting an established budget and decision-making structure. However, as a regional independent agency rather than a larger carrier or insurtech, the overall growth and technology adoption signals are moderate, slightly limiting the description fit score.
ICP is platforms and digital channel partners (banks, PropTech/property managers, remittances/wallets, mobility/super-apps, telcos) with sizable, recurring customer bases who want to add embedded income protection to drive revenue and retention without building insurance capabilities in-house.
Banking & Fintech and Real Estates & Property Management and Remittances & Wallets and Mobility / Super-Apps and Telcos
MIC Global delivers MiIncome — an API-first, full-stack embedded income protection product that integrates quickly, creates recurring revenue and customer loyalty, and offloads underwriting, policy administration and claims processing to MIC so platform partners can launch insurance without the regulatory or operational complexity.
Product Managers and Heads of Partnerships and Heads of Commercial/Revenue and Heads of Digital/Innovation and Heads of Risk/Operations
high
72
The primary industry of Insurance aligns strongly with target markets, earning a high industry score, as the company operates as a full-stack digital micro insurance provider with underwriting capacity via Lloyd's Syndicate 5183 and MIC Re in Anguilla (strong alignment, ~35/40). The size of 11-50 employees spans both below and above the 20-employee threshold; treating the range conservatively as partially meeting the 20+ preference yields a moderate size score (~18/35). The description reveals strong ICP signals — a B2B2C embedded insurance model, partnerships with platform companies, carriers, and brokers, and a focus on parametric micro insurance for gig workers and micro entrepreneurs — indicating relevant use cases and a structured go-to-market, though the relatively small team size and niche micro-insurance focus may limit budget scale and decision-making complexity (~19/25).
ICP is small-to-midsize organizations and professional services firms (including not-for-profit organizations) that need management and professional liability coverage, typically purchased through independent insurance agents or brokers who value fast, digital quoting and flexible, modular policies.
small businesses and professional service providers
Berkley Management Protection provides a modular suite of management liability coverages (D&O, EPL, fiduciary, cyber, crime, MPL) delivered through a frictionless, analytics-driven agent portal (the Grove) — enabling agents and company decision-makers to get flexible, competitively priced, tailored management liability protection quickly and with less friction.
insurance agents and brokers and C-suite executives and in-house counsel
high
62
The primary industry of Insurance shows partial-to-strong alignment depending on the ICP, as insurance carriers and specialty liability providers can be relevant target customers, warranting a solid industry score. The size of 11-50 employees spans below and above the 20-employee threshold; conservatively treating the range as straddling the preferred 20+ mark yields a moderate size score. The description highlights technology-driven disruption ("talent, data, and technology"), an innovative agency portal (the Grove℠), and a suite of flexible liability coverages for businesses, non-profits, and professional service providers — these are meaningful ICP signals around digital transformation and compliance needs, though the company's relatively small, recently founded (2020) profile and niche focus on Management and Professional Liability may limit budget scale and broader use-case fit.
ICP is Minnesota-based households, farms, and small-to-midsize businesses (especially rural/agricultural operations and the local businesses that serve them) who want locally rooted insurance agents providing property, casualty, life/health, and specialized farm/crop coverage.
farms/agriculture and commercial small-to-midsize businesses
Farmers Union Agency offers local, community-rooted agents who shop multiple top-rated carriers to find tailored, competitively priced coverage (home, auto, farm, and commercial) and provide hands-on advocacy and claim support when customers need it most.
farm/farm-owner operators and small business owners/managers
high
72
The primary industry of Insurance represents strong alignment with target markets that typically involve compliance needs, client relationship management, and multi-line product offerings, earning a solid industry score. The size of 11-50 employees includes the 20+ threshold (the description confirms 37 agents across 38 offices), placing this company in the preferred size range and supporting a mid-to-upper size score. The description highlights multi-line coverage (property, casualty, life, health, annuities), a distributed agent network, and long-term client relationship focus — all meaningful ICP signals — though the community-oriented, rural/regional nature of the agency and lack of explicit tech stack or growth-stage indicators moderates the description fit score slightly.
ICP is small and midsize businesses (SMBs) and middle-market commercial employers — businesses that have employees, use vehicles for work, own or lease property/equipment, or provide professional services — plus employers seeking employee benefits solutions (HR/benefits leaders).
professional services and trade/contracting, healthcare and medical providers and retail and personal services
The Hartford offers industry-tailored commercial insurance and employee benefits backed by deep claims expertise, risk management, and digital self-service, protecting small businesses and employers from liability, workers' compensation, and specialty risks through over 200 years of experience.
small business owners and operations/COO leaders and HR/benefits managers and risk/safety managers
Mid-market to large enterprises across commercial industries with complex risk profiles (such as construction, real estate, and healthcare), as well as high-net-worth individuals requiring private risk and wealth services.
Automotive, Aviation & Aerospace, Construction, Digital Infrastructure, Energy, Financial Institutions, Healthcare, Hospitality, Life Sciences, Manufacturing, Marine, Nonprofits, Oil & Gas, Professional Services, Real Estate, Retail & Wholesale, School Districts & Higher Education, Space, Technology, and Transportation.
The Baldwin Group simplifies the complexity of risk, insurance, and benefits by delivering industry-focused, consultative solutions, analytics-driven programs, and claims advocacy to protect client operations and people.
Chief Financial Officers, Heads of Risk/Chief Risk Officers, Benefits/HR Leaders, General Counsel/Legal Officers, Procurement/Insurance Buyers, and Wealth/Private Client Advisors.
high
72
The primary industry is Insurance, which represents strong alignment with target markets focused on financial services and risk management, earning a high industry score (35/40). The size of 11-50 employees is a range that straddles the 20-employee threshold; applying conservative parsing, the lower bound falls below 20, so a moderate size score is warranted (20/35). The description highlights a national firm with "more than two million clients," spanning business insurance, employee benefits, and retirement planning — signals of operational complexity, compliance needs, and multi-line service delivery that are solid ICP indicators, though the stated headcount range seems inconsistent with the described national scale, introducing some uncertainty (17/25).
ICP is local Middle Tennessee residents and small-to-midsize business owners/operators (SMBs) who need affordable personal insurance (auto, home, renters) and commercial insurance (commercial auto, workers' compensation, general commercial policies).
personal lines (individual households) and small businesses/commercial lines
Affordable Insurance is a local Tennessee agency that helps individuals and small businesses find competitive pricing and appropriately covered personal and commercial insurance, emphasizing local, in-person service and cost-effectiveness.
individual consumers/households and small business owners/managers
high
62
The primary industry is Insurance, which provides partial-to-strong alignment depending on the ICP, scoring in the mid-range for industry fit. The size range of 11-50 employees spans both below and above the 20-employee threshold; treating it conservatively, the lower bound (11-19) falls under the preferred range, though the upper bound suggests potential for 20+ employees, warranting a moderate size score. The description highlights a regional, brick-and-mortar insurance provider (six physical store locations in middle Tennessee) offering personal and commercial lines, which signals a traditional, locally-operated business with limited indicators of tech adoption, scalability, or complex decision-making structures typically associated with strong ICP signals.
Agri-Services Agency's Ideal Customer Profile (ICP) consists of agricultural employers, including farms, ranches, and agribusiness operations, that have at least one employee (including sole proprietors with employees). These organizations require industry-specific insurance solutions like workers' compensation and group health plans to manage risk, ensure regulatory compliance, and improve workforce retention.
Agri-Services Agency provides agriculture-specific insurance programs and hands-on loss control services designed to lower costs, improve employee safety, and deliver responsive 24/7 support. They offer measurable savings of 15-25% on health premiums through tailored association plans and reference-based pricing models.
Farm owners and operators, agribusiness managers, HR and benefits managers, and operations or plant managers.
high
72
The primary industry of Insurance shows strong alignment with target markets, earning a high industry score, as insurance agencies are well-suited ICP candidates. The size of 11-50 employees spans both sub-20 and 20+ ranges; treating this conservatively, the upper portion of the range (up to 50) meets the 20+ employee preference, yielding a moderate-to-good size score. The description highlights meaningful ICP signals: ASA is a specialized, multi-line insurance agency (health, workers' compensation, farm owners', pollution) with over 50 years of operation, serving a niche agribusiness market nationally — indicating an established organization with compliance needs, diverse product lines, and employee benefit management complexity that align with typical buyer pain points, though the niche agricultural focus and small agency scale slightly temper the overall fit.
ICP is property-casualty and life & health insurance companies (regional, mutual and national carriers) seeking performance benchmarking, expense/staffing optimization, claims and operational improvements and peer benchmarking to drive profitability and customer experience. The buyer-side stakeholders are insurer executives responsible for finance, operations/claims, and talent/HR who own performance, expense and customer outcomes.
property and casualty insurers and life and health insurers
Ward (Aon) provides insurer-specific, data-driven benchmarking and best-practice studies that let insurers compare staffing, expense, claims and compensation metrics to peers so they can identify operational efficiencies, optimize costs, improve claims/customer experience and drive profitable growth.
Chief Financial Officers and Heads of Claims
high
62
The primary industry is Insurance, which provides strong alignment with insurance-adjacent target markets, though Ward functions as a consulting/benchmarking services firm rather than a direct insurance carrier or insurtech, yielding partial industry alignment (score: 25/40). The size of 11-50 employees spans below and above the 20-employee threshold; conservatively treating this as straddling the preferred range results in a moderate size score (18/35). The description highlights deep domain expertise in insurance benchmarking, operational analysis, and compensation studies for insurers — including work with over half of the top 100 U.S. carriers — but as a business unit of Aon plc, the actual organizational scale and budget authority may differ significantly from the listed headcount, introducing uncertainty around decision-making structure and ICP fit (partial description signals: 19/25).
The primary industry of Insurance aligns well with target markets that involve risk management, compliance, and B2B advisory services, earning strong industry alignment points. However, there is a notable discrepancy in the size field: the listed size of 11-50 employees conflicts with the description's explicit mention of "over 10,000 professionals" operating across multiple international offices — the listed size is likely inaccurate or refers to a specific local office, introducing uncertainty; conservatively scoring size based on the stated 11-50 range places part of it below the preferred 20+ threshold, though the true organizational scale appears enterprise-level. The description highlights strong ICP signals including commercial insurance, risk management, employee benefits, and a global multi-office structure, suggesting budget capacity and complex decision-making structures, but the size ambiguity prevents a higher score.
ICP is locally based small-to-medium sized businesses (SMBs) and local households/residents in Orlando and across Florida that need tailored commercial and personal insurance solutions. For businesses specifically, the ICP centers on employers who require Workers’ Compensation, commercial liability, and employee benefits (group health/dental).
local businesses (multiple industries) and residential households
LRA Insurance positions itself as an independent, local agency that compares multiple top carriers to deliver tailored, cost-effective insurance solutions with strong customer service — helping businesses reduce risk and individuals protect assets while saving time and money.
business owners and HR/benefits managers; homeowners and individual policyholders
high
62
The primary industry is Insurance, which represents partial/adjacent alignment depending on the target ICP — insurance firms can be relevant customers for compliance, risk, or operational tools, but are not a core B2B SaaS or tech-driven target market, warranting a mid-range industry score. The size of 11-50 employees spans below and above the 20-employee threshold; conservatively, the lower bound of this range may fall under 20, so a moderate size score is applied. The description confirms LRA Insurance is a small, established, family-founded full-service insurance agency in Orlando serving "hundreds of clients," suggesting a traditional service-oriented business with limited signals of tech adoption, growth-stage investment, or complex operational needs that would strongly indicate ICP alignment.
ICP is psychiatrists and psychiatric practices (individual psychiatrists, small to mid-size group psychiatric practices, early-career psychiatrists and residents, and psychiatrists working in community, forensic, correctional, and institutional settings) who need psychiatry-specific professional liability insurance, claims defense, and risk management support.
psychiatry and behavioral health providers and mental healthcare organizations and institutions
PRMS provides psychiatry-focused professional liability insurance and hands-on claims defense backed by the largest psychiatry-specific claims team in the U.S., plus proactive risk management resources and expert guidance tailored to psychiatrists and their unique practice risks.
psychiatrists and psychiatric practice owners/partners and medical directors / department directors in psychiatry, including early-career psychiatrists and residency program leaders
high
72
The primary industry of Insurance aligns well with target markets, particularly given PRMS's focus on medical professional liability insurance programs, underwriting, and risk management — all core insurance verticals (strong industry alignment, ~32/40). The size of 11-50 employees spans both below and above the 20-employee threshold; applying the size parsing rule, the range likely includes 20+ employees, warranting a moderate-to-good size score (~22/35). The description provides meaningful ICP signals: PRMS operates with national capabilities, serves diverse client segments (individual providers, group practices, facilities, associations), and manages bundled/unbundled programs including underwriting, risk management, and litigation management — indicating structured service delivery and compliance-driven operations, though no explicit tech stack or budget signals are present (~18/25).
ICP is mid-market commercial operators and employer benefit buyers in specialty / hard-to-place segments (e.g., propane/fuel distributors, agricultural processors, service station/fuel jobbers, transportation/dealerships and travel/special-risk groups), plus the insurance brokers/agents and program managers who distribute specialty accident & health and niche casualty products.
energy distributors and agricultural processors
Fairmont Specialty provides tailored specialty insurance (especially accident & health, employer stop loss, travel/special risk and niche casualty programs) for hard-to-place risks through deep underwriting expertise, creative product development and distribution, and long-term broker/partner relationships.
insurance brokers and benefits managers
high
72
The primary industry of Insurance aligns well with target markets that involve regulated, compliance-driven financial services, earning strong industry alignment points (32/40). The size of 11-50 employees spans the 20+ threshold, but the lower bound of the range (11) introduces some ambiguity; treating it conservatively as partially meeting the 20+ preference yields a moderate size score (20/35). The description reveals strong ICP signals: Fairmont Specialty operates within the Crum & Forster group (backed by Fairfax Financial Holdings), handles specialty commercial insurance including accident & health, and maintains in-house functions spanning underwriting, compliance, actuarial, claims administration, and loss control — indicating structured operational complexity, compliance needs, and multi-functional decision-making that are hallmarks of a viable target customer (20/25).
ICP is independent insurance producers (agents, producers, affiliated marketers), agency managers, and distribution partners (broker-dealers, financial advisors/CPAs, P&C agencies) who sell life insurance, annuities, disability income, and long-term care products and need underwriting/case management, carrier access, sales/marketing support, and technology/tools to place complex or large cases and grow revenue.
life insurance and annuities (financial services/insurance), disability income insurance, long-term care insurance; broadly: insurance and financial services distribution.
3 Mark Financial is an industry-leading independent marketing organization (BGA/IMO) that gives producers and agencies access to top carriers, advanced underwriting and case-management expertise, tailored compensation plans, and sales/marketing tools—enabling them to place large or difficult cases, expand cross-selling opportunities, and grow revenue.
producers/agents (affiliates), agency managers and regional leaders; distribution partners such as broker-dealers/financial advisors/CPA referral channels.
high
72
The primary industry of Insurance aligns strongly with target markets focused on financial services and regulated industries, earning strong industry alignment points. The size of 11-50 employees spans both below and above the 20-employee threshold; conservatively treating the range as partially qualifying for the 20+ preference yields a moderate size score. The description highlights 3 Mark Financial as a premier insurance marketing organization specializing in life insurance, annuities, disability income, and long-term care, with over 30 years of experience, proprietary tools and technology, and relationships with top insurance carriers — these are meaningful ICP signals around compliance needs, tech adoption, and a structured distribution network, though the relatively small headcount tempers the overall fit.
ICP is small-to-midsize employers (Iowa-based) that need turnkey employee benefits administration and compliance support, plus individual consumers — especially Medicare-eligible seniors and under-65 individuals/families — and independent insurance agents seeking carrier access, contracting and operational support.
employers (small businesses) and individual consumers (Medicare beneficiaries and families)
KHI Solutions delivers local, hands-on benefits and enrollment administration, compliance and HR support for small employers while providing expert, easy-to-understand Medicare and individual/family insurance guidance; it also supports independent agents with contracting, carrier access, training and marketing tools — all backed by a broad carrier portfolio and dedicated service teams.
HR managers and small business owners and Medicare beneficiaries and individual consumers
high
72
The primary industry of Insurance aligns strongly with target markets focused on regulated, service-driven financial sectors, earning strong industry alignment points. The size of 11-50 employees spans below and above the 20-employee threshold; treating the range conservatively, it partially meets the 20+ preference, warranting a mid-range size score. The description highlights meaningful ICP signals: KHI Solutions manages "over 400 agents," operates across multiple offices, contracts with "nationally recognized carriers," and emphasizes compliance awareness ("keep abreast of the latest insurance regulations"), suggesting operational complexity, distributed workforce management needs, and potential demand for scalable solutions. However, the relatively small core employee count (11-50) and regional Iowa-focused footprint temper the overall score.
The Ideal Customer Profile for 5Star Administrators, Inc. consists of retail insurance agents and brokers who represent transportation entities (trucking, public auto, livery) and employers seeking specialized workers' compensation solutions, particularly those requiring A-rated carrier backing and in-house underwriting expertise.
Transportation segments (including Trucking and Public Auto) and Workers' Compensation sectors.
5Star Specialty Programs provides retail insurance partners with expert in-house underwriting for A-rated carriers, offering quick turnarounds on customized transportation and workers' compensation policies alongside specialized risk management services to reduce client losses and lower overall insurance costs.
Retail insurance agents, insurance brokers, program underwriters, risk managers, fleet operations managers, and safety directors.
high
72
The primary industry of Insurance provides strong alignment with target markets focused on financial services and risk management, earning solid industry points. The size of 11-50 employees spans the 20+ threshold, so while the lower bound (11-19) would be below preference, the range likely includes 20+ employees, warranting moderate-to-good size suitability. The description identifies the company as a Third Party Administrator (TPA) for Workers' Compensation serving Self Insured Employers, Self Insured Groups/Trusts, and Insurance Carriers/MGA Programs — these are meaningful ICP signals indicating compliance needs, B2B service delivery, and structured decision-making; however, the small team size and niche TPA focus (established 1998, under The Crump Group parent) suggest limited budget scale, moderating the description score slightly.
ICP is large public-sector employers (K-12 school districts, county and municipal governments, and other public agencies in the Southeastern U.S.) that need outsourced benefits consulting, enrollment administration, communications, and compliance support for employee groups.
public sector organizations and K-12 school districts
Mark III provides an end-to-end benefits partner for public-sector employers—combining benefits consulting, enrollment technology and services, communications, and a dedicated counselor/call-center model—leveraging a large book of business to negotiate competitive group plans that simplify administration, improve compliance, and support recruitment and retention.
HR directors and benefits/finance officers
high
72
The primary industry of Insurance shows strong alignment with target markets focused on benefits, brokerage, and consulting services, earning a solid industry score (32/40). The size of 11-50 employees spans the 20+ threshold, and treating the range conservatively as partially above 20 employees yields a moderate-to-good size score (22/35), as the firm is relatively small but above the under-20 penalty threshold. The description provides meaningful ICP signals: Mark III is a licensed Brokerage & Consulting firm managing benefits programs for over 150 public sector clients and insuring 250,000+ employees across four southeastern states, indicating structured operations, compliance needs, and multi-client management complexity that align well with typical target customer pain points (18/25). The family-owned, regional nature slightly tempers enterprise-level fit but overall the firm presents a well-rounded profile.