5.0
8 Jan 2024
Recommend
CEO approval
Business outlook
Pros
CAL provides support, tools, and resources to grow your book of business. They are willing to invest in your growth with networking groups and trade associations. This organization is there to help you create lasting client relationships and get off of the transactional treadmill with your client base. We also have marketing support assisting you with sourcing insurance markets, structuring programs and onboarding new clients.
Cons
Being a boutique firm can make it harder to attract and win some of the larger ($100M+) clients.