Regional Reach Independent family-owned agency based in Ann Arbor with services across Michigan and expanding reach to California, Hawaii, Indiana and Ohio presents cross-state growth opportunities for partners and carriers seeking diversified regional exposure.

Small Team Advantage With a lean team of 2-10 employees, there is potential to offer high-value, scalable solutions such as niche product bundles, automation platforms, and digital marketing services to optimize client acquisition and retention.

Diverse Insurance Portfolio Offering auto, home, umbrella, commercial property, business insurance, life and health creates upsell opportunities through bundled policies and cross-sell of value-added services to existing personal and business clients.

Digital Footprint Tech stack including WordPress Multisite, Google Tag Manager and analytics tooling indicates readiness for digital marketing enhancements, lead generation programs, and data-driven customer journeys to boost conversion rates.

Revenue Scope Current revenue range ($25M-$50M) signals established market presence with room for growth through strategic partnerships, carrier diversification, and enhanced customer experience initiatives targeting mid-size business segments.