Established Risk Partner Long-standing independent insurance agency with over 60 years in operation, serving business, personal, health, and specialty insurance. Opportunity to upsell risk management and bundled programs for mid-market clients in Utah and Nevada.

Regional Growth Potential Operations centered in Salt Lake City with expansion to Las Vegas indicate cross-state service capabilities. Potential to target regional commercial clients looking for multi-state coverage and centralized risk programs.

Quality Assurance Consistent recognition with the E&O+ Excellence Award since 2005 signals strong governance and service quality. Use as a selling point when pursuing clients prioritizing reliability, claims handling, and risk management efficiency.

Mid-Mized Opportunity Revenue is in the range of 50M to 100M with a 11-50 employee base, suggesting mid-market client focus. Target growth opportunities for small to medium-sized businesses needing tailored coverage and scalable insurance programs.

Digital Enablement Tech stack includes SiteCatalyst, MySQL, PHP and jQuery, indicating potential for digital engagement, online quoting, and analytics-driven client experiences. Leverage this for modernized sales workflows and self-service options for commercial clients.