Targeted Insurance Needs Founded in 1920 as an independent agency serving Commercial, Personal Lines, Life, Health and recreation, the firm presents multiple cross-sell opportunities to existing clients and prospects seeking comprehensive coverage, especially for mid-market businesses and affluent individuals.

Small Firm Advantage With a lean team (2-10 employees) and established long-standing presence, leverage personalized service and local market knowledge as a differentiator in outreach to local businesses and high-net-worth households seeking trusted advisory insurance partners.

Revenue Opportunity Reported revenue range of 10M to 25M indicates a solid revenue base; sales efforts can focus on expanding premium volume through upsell into bundled life, health, and commercial lines, plus cross-selling to existing personal line clients.

Digital & Tech Readiness Active use of WordPress, Google Cloud, and security tools suggests openness to digital engagement; consider offering digital onboarding, self-service policy management, and targeted online promos to drive new client acquisition and renewals.

Growth & Partnerships Stable foundation with a long history and access to a broad range of coverages positions the firm to partner on specialty programs, industry-specific risk management services, and affinity partnerships to expand client base.