Award-winning growth The agency has recently earned prestigious industry awards including the Auto-Owners Sapphire Agency Award and the Bryan Chamber of Commerce Large Business of the Year, signaling strong performance and credibility that can be leveraged to win more partnerships and larger commercial opportunities.

Expansion and acquisition Strategic growth through the acquisition of King-Kreg Insurance Agency indicates a trajectory of market consolidation and cross-sell opportunities to integrate clients, expand product lines, and deepen geographic reach.

Revenue scale With estimated annual revenue in the hundred-million range, there is a solid platform for upselling advanced risk management, employee benefits, and tech-enabled insurance solutions to mid-market and small-business clients.

Technology stack Utilizes data-backed tools and platforms (MySQL, Shopify, Google Analytics/Tag Manager, maps, and security features) that can be leveraged to offer digital experience enhancements, analytics-driven underwriting, and scalable online quote and policy administration for clients seeking efficient service.

Local-first credibility Headquartered in Bryan, Ohio with a global outlook and collaborative broker networks, presenting an appealing narrative for regional employers and mid-market firms seeking personalized service, rapid response, and local expertise in an ever-expanding national broker ecosystem.