Strong Private Agency Largest privately owned personal lines insurer in Illinois with a deep set of executive experience and long-standing relationships with over 25 rated carriers, signaling stability and capacity to place complex personal lines coverage for affluent clients.

High Client Base Serves over 5,000 clients nationwide with a staff of more than 40, indicating scalable service capabilities and potential cross-sell opportunities across multiple personal lines products.

Diversified Carrier Access Representing more than 25 carriers with A.M. Best ratings or better, offering competitive coverage options and room for bundled policy opportunities to improve client retention and average premium per policy.

Mid Market Revenue Revenue range of 50 to 100 million places the firm in the mid-market segment, suggesting potential for larger commercial lines expansions, higher value client targets, and strategic partnerships beyond personal lines.

Illinois Focus with Growth Strong Illinois footprint as the largest private agency there, combined with national client base, presents a pathway for scalable growth through targeted marketing, multi-state expansion opportunities, and new product offerings aligned with affluent personal lines needs.